Clark Beginning Power BI with Excel 2013

Self-Service Business Intelligence Using Power Pivot, Power View, Power Query, and Power Map
1. Auflage 2014
ISBN: 978-1-4302-6446-0
Verlag: APRESS
Format: PDF
Kopierschutz: 1 - PDF Watermark

E-Book, Englisch, 309 Seiten, eBook

Understanding your company’s data has never been easier than with Microsoft’s new Power BI package for Excel 2013. Consisting of four powerful tools—Power Pivot, Power View, Power Query and Power Maps—Power BI makes self-service business intelligence a reality for a wide range of users, bridging the traditional gap between Excel users, business analysts and IT experts and making it easier for everyone to work together to build the data models that can give you game-changing insights into your business. Beginning Power BI with Excel 2013 guides you step by step through the process of analyzing and visualizing your data. Daniel R. Clark, an expert in BI training and a regular speaker on these topics, takes you through each tool in turn, using hands-on activities to consolidate what you’ve learned in each chapter. Starting with Power Pivot, you will create robust scalable data models which will serve as the foundation of your data analysis. Once you have mastered creating suitable data models, you will use them to build compelling interactive visualizations in Power View. It’s often necessary to combine data from disparate sources into a data model. Power Query allows you to easily discover, combine, and refine data from a variety of sources, so you can make accurate judgments with all the available information. Geographical awareness is another common requirement of data analysis. Using Power Maps you will create captivating visualizations that map your data in space and time.Beginning Power BI with Excel 2013 is your practical guide to getting maximum insight from your data, and presenting it with impact.

Zielgruppe

Popular/general

Autoren/Hrsg.

Clark, Dan

Inhaltsverzeichnis

1;Contents at a Glance;3
2;Contents;302
3;About the Author;307
4;About the Technical Reviewers;308
5;Acknowledgments;309
6;Introduction;5
7;Part 1: Building Models in Power Pivot;6
7.1;Chapter 1: Introducing Power Pivot;7
7.1.1;Why Use Power Pivot?;7
7.1.2;The xVelocity In-memory Analytics Engine;8
7.1.3;Enabling Power Pivot for Excel;9
7.1.4;Exploring the Data Model Manager Interface;12
7.1.5;Summary;22
7.2;Chapter 2: Importing Data into Power Pivot;23
7.2.1;Importing Data from Relational Databases;23
7.2.2;Importing Data from Text Files;38
7.2.3;Importing Data from a Data Feed;42
7.2.4;Importing Data from an OLAP Cube;43
7.2.5;Reusing Existing Connections to Update the Model;46
7.2.6;Summary;55
7.3;Chapter 3: Creating the Data Model;56
7.3.1;What Is a Data Model?;56
7.3.2;Creating Table Relations;58
7.3.3;Creating a Star Schema;61
7.3.4;Understanding When to Denormalize the Data;62
7.3.5;Creating Linked Tables;64
7.3.6;Creating Hierarchies;66
7.3.7;Making a User-Friendly Model;66
7.3.8;Summary;73
7.4;Chapter 4: Creating Calculations with DAX;74
7.4.1;What Is DAX?;74
7.4.2;Implementing DAX Operators;76
7.4.3;Working with Text Functions;78
7.4.4;Using DAX Date and Time Functions;79
7.4.5;Using Informational and Logical Functions;81
7.4.6;Getting Data from Related Tables;82
7.4.7;Using Math, Trig, and Statistical Functions;83
7.4.8;Tips for Creating Calculations in Power Pivot;84
7.4.9;Summary;89
7.5;Chapter 5: Creating Measures with DAX;90
7.5.1;Measures versus Attributes;90
7.5.2;Creating Common Aggregates;92
7.5.3;Mastering Data Context;95
7.5.4;Altering the Query Context;96
7.5.5;Using Filter Functions;98
7.5.6;Creating KPIs;103
7.5.7;Summary;114
7.6;Chapter 6: Incorporating Time Intelligence;115
7.6.1;Date-Based Analysis;115
7.6.2;Creating a Date Table;117
7.6.3;Time Period–Based Evaluations;119
7.6.4;Shifting the Date Context;120
7.6.5;Using Single Date Functions;123
7.6.6;Creating Semi-additive Measures;124
7.6.7;Summary;134
7.7;Chapter 7: Data Analysis with Pivot Tables and Charts;135
7.7.1;Pivot Table Fundamentals;135
7.7.2;Slicing the Data;137
7.7.3;Adding Visualizations to a Pivot Table;140
7.7.4;Working with Pivot Charts;144
7.7.5;Using Multiple Charts and Tables;147
7.7.6;Using Cube Functions;150
7.7.7;Summary;159
8;Part 2: Building Interactive Reports and Dashboards with Power View;160
8.1;Chapter 8: Optimizing Power Pivot Models for Power View;161
8.1.1;Visualizing Data with Power View;161
8.1.2;Creating a Basic Report;165
8.1.3;Improving the Power View Experience;167
8.1.4;Summary;178
8.2;Chapter 9: Creating Standard Visualizations with Power View;179
8.2.1;Creating Tables and Matrices;179
8.2.2;Constructing Bar, Column, and Pie Charts;184
8.2.3;Building Line and Scatter Charts;188
8.2.4;Creating Map-Based Visualizations;191
8.2.5;Summary;198
8.3;Chapter 10: Creating Interactive Dashboards with Power View;199
8.3.1;Linking Visualizations in Power View;199
8.3.2;Using Tiles to Organize the Data;202
8.3.3;Filtering Groups and Views;205
8.3.4;Exposing the Dashboard;208
8.3.5;Summary;214
9;Part 3: Exploring and Presenting Data with Power Query and Power Map;215
9.1;Chapter 11: Data Discovery with Power Query;216
9.1.1;Discovering and Importing Data;216
9.1.2;Transforming, Cleansing, and Filtering Data;219
9.1.3;Merging and Shaping Data;222
9.1.4;Grouping and Aggregating Data;226
9.1.5;Inserting Calculated Columns;227
9.1.6;Summary;233
9.2;Chapter 12: Geospatial Analysis with Power Map;234
9.2.1;Preparing Data for Mapping;234
9.2.2;Creating a Map-Based Graph;235
9.2.3;Creating Heat and Region Maps;239
9.2.4;Adding Multiple Layers to a Power Map;243
9.2.5;Analyzing Changes over Time;244
9.2.6;Creating a Tour;245
9.2.7;Summary;252
9.3;Chapter 13: Mining Your Data with Excel;253
9.3.1;Table Analysis Tools in Excel;253
9.3.2;Analyzing Key Influencers;256
9.3.3;Identifying Data Groups;259
9.3.4;Forecasting Future Trends;263
9.3.5;Using Shopping Basket Analysis;265
9.3.6;Summary;272
9.4;Chapter 14: Creating a Complete Solution;273
9.4.1;Use Case 1: Reseller Sales Analysis;273
9.4.1.1;Load the Data;273
9.4.1.2;Create the Model;274
9.4.1.3;Create Calculated Columns;276
9.4.1.4;Create Measures;276
9.4.1.5;Create the Dashboard;279
9.4.2;Use Case 2: Sales Quota Analysis;282
9.4.2.1;Load the Data;283
9.4.2.2;Create the Model;283
9.4.2.3;Create Measures;286
9.4.2.4;Create the Dashboard;286
9.4.3;Use Case 3: Sensor Analysis;288
9.4.3.1;Load the Data;289
9.4.4;Summary;292
10;Index;293

Über Autor(innen)

Dan Clark is a senior business intelligence (BI)/programming consultant specializing in Microsoft technologies. He is focused on learning new BI/data technologies and on training others how to best implement the technology. Dan has published several books and numerous articles on .NET programming and BI development. He is a regular speaker at various developer/database conferences and user group meetings and enjoys interacting with the Microsoft developer and database communities. In a previous life, he was a physics teacher; he is still inspired by the wonder and awe of studying the universe and figuring out why things behave the way they do. Dan can be reached at [e-mail].