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Author Ding, David, author.

Title Transitioning to Microsoft Power Platform : an Excel user guide to building integrated cloud applications in Power BI, Power Apps, and Power Automate / David Ding. [O'Reilly electronic resources]

Imprint Berkeley, CA : Apress L. P., 2023.
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Description 1 online resource (511 p.)
Note Description based upon print version of record.
Contents Intro -- Table of Contents -- About the Author -- About the Technical Reviewer -- Introduction -- Chapter 1: Power BI First Report -- Business Scenario -- Power BI Software Licensing -- Build Your First Power BI Report -- Data and Requirements -- Install Power BI Desktop -- Report Building -- Add a Text Box -- Add Slicers -- Add a Pie Chart -- Add a Matrix Table -- Add a Line Chart -- Clean up the Report -- Conclusion -- Chapter 2: Power BI Core Components -- Build a Report with Power Query -- Business Scenario -- Data Processing Automation -- Create a New Query -- Combine Power Query Tables
Add a New Column -- Seamless Data Integration -- Add a New Report Page -- Power Query Summary -- Building a Report with a Data Model -- Why a Data Model? -- Minimize Data Redundancy -- Facilitate Data Reuse -- Filter Across Multiple Fact Tables -- Implement the Data Model -- Create a Basic Data Model -- Reduce Data Redundancy -- Customized Calendar Table -- Use Common Filter Table on Multiple Fact Tables -- Data Model Summary -- DAX: Data Analysis Expression -- Create a Basic Measure in DAX -- Filter Context in DAX -- Row Context in DAX -- Create a Calendar Table Using DAX
The Calculate Function in DAX -- Ignore the Filter Context -- Add a Filter Context -- Update the Filter Context -- Date Intelligence with CALCULATE -- Variables in DAX -- Organize DAX Measures -- DAX Summary -- Conclusion -- Chapter 3: Power BI Service -- Publishing and Sharing Reports -- Business Scenario -- Sharing Risks -- My Workspace -- Sharing Links -- Share with Others in Your Organization -- A Better Way of Sharing -- Local Power BI Support -- Get Power BI Pro License -- Determine Sharing Method -- Publish into Non-Personal Workspace -- Sharing via Direct Access
User Access Approval and Review Processes -- Report-Sharing Summary -- Automation -- Data Connection -- Export Flat Files in a Shared Folder -- Data Transformation -- Scheduling with Power BI Gateways -- Power BI Gateway -- Conclusion -- Mini-Hackathon -- Hackathon Data -- Objectives -- Time Limit -- Chapter 4: Data Visualization -- Chart Selection -- Pie and Donut Charts -- Column and Bar Charts -- Line Charts -- Table vs. Matrix Visuals -- Scatter Charts -- Sunburst Diagrams -- Summary -- Data Explanation vs. Exploration -- Data Exploration -- Export Underlying Data
Setting 1: Power BI Desktop Options -- Setting 2: Power BI Service Options -- Data Explanation -- Summary -- Report Design -- Business Scenario -- Structure the Reports -- Report Navigation -- Power BI Dashboard -- Design Template for Exploration Reports -- Color Selection -- The 60-30-10 Color Rule -- Color Association -- RAG Colors -- Color Blindness -- Conclusion -- Mini-Hackathon -- Hackathon Data -- Objectives -- Time Limit -- Chapter 5: Power BI Governance -- Why Governance? -- A Business Scenario -- Adoption-Driven Governance Framework -- Usage Data -- Workspace Usage Report
Note PowerShell cmdlet and API
Summary Welcome to this step-by-step guide for Excel users, data analysts, and finance specialists. It is designed to take you through practical report and development scenarios, including both the approach and the technical challenges. This book will equip you with an understanding of the overall Power Platform use case for addressing common business challenges. While Power BI continues to be an excellent tool of choice in the BI space, Power Platform is the real game changer. Using an integrated architecture, a small team of citizen developers can build solutions for all kinds of business problems. For small businesses, Power Platform can be used to build bespoke CRM, Finance, and Warehouse management tools. For large businesses, it can be used to build an integration point for existing systems to simplify reporting, operation, and approval processes. The author has drawn on his15 years of hands-on analytics experience to help you pivot from the traditional Excel-based reporting environment. By using different business scenarios, this book provides you with clear reasons why a skill is important before you start to dive into the scenarios. You will use a fast prototyping approach to continue to build exciting reporting, automation, and application solutions and improve them while you acquire new skill sets. The book helps you get started quickly with Power BI. It covers data visualization, collaboration, and governance practices. You will learn about the most practical SQL challenges. And you will learn how to build applications in PowerApps and Power Automate. The book ends with an integrated solution framework that can be adapted to solve a wide range of complex business problems. What You Will Learn Develop reporting solutions and business applications Understand the Power Platform licensing and development environment Apply Data ETL and modeling in Power BI Use Data Storytelling and dashboard design to better visualize data Carry out data operations with SQL and SharePoint lists Develop useful applications using Power Apps Develop automated workflows using Power Automate Integrate solutions with Power BI, Power Apps, and Power Automate to build enterprise solutions Who This Book Is For Next-generation data specialists, including Excel-based users who want to learn Power BI and build internal apps; finance specialists who want to take a different approach to traditional accounting reports; and anyone who wants to enhance their skill set for the future job market.
Subject Microsoft Power BI (Computer file)
Microsoft Power BI (Computer file)
Dashboards (Management information systems) -- Software.
Tableaux de bord (Gestion) -- Logiciels.
Dashboards (Management information systems)
Genre Electronic books.
Software
Other Form: Print version: Ding, David Transitioning to Microsoft Power Platform Berkeley, CA : Apress L. P.,c2023 9781484292389
ISBN 9781484292396 (electronic bk.)
1484292391 (electronic bk.)
Standard No. 10.1007/978-1-4842-9239-6 doi
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