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Exam 70-778 Analyzing and Visualizing Data by Using Microsoft Power BI 1st pdf.pdf

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Title Page
Copyright Page
Dedication Page
Contents at a Glance
Contents
Acknowledgements
About the author
Introduction
Organization of this book
Microsoft certifications
Microsoft Virtual Academy
Quick access to online references
Errata, updates, & book support
Stay in touch
Important: How to use this book to study for the exam
Chapter 1 Consuming and transforming data by using Power BI Desktop
Skill 1.1: Connect to data sources
Connect to databases, files, and folders
Data connectivity modes
Importing data
DirectQuery
Implications of using DirectQuery
When to use DirectQuery
Live Connection
Connecting to Microsoft SQL Server
Connecting to Access database
Connecting to an Oracle database
Connecting to a MySQL database
Connecting to PostgreSQL database
Connecting to data using generic interfaces
Connecting to Text/CSV files
Connecting to JSON files
Connecting to XML files
Connecting to a Folder
Connecting to a SharePoint folder
Connecting to web pages and files
Connecting to Azure Data Lake Store and Azure Blob Storage
Import from Excel
Import data from Excel
Import Excel workbook contents
Connect to SQL Azure, Big Data, SQL Server Analysis Services (SSAS)
Connecting to Azure SQL Database and Azure SQL Data Warehouse
Connecting to Azure HDInsight Spark
Connecting to SQL Server Analysis Services (SSAS)
Connecting to Power BI service
Skill 1.2: Perform transformations
Design and implement basic and advanced transformations
Power Query overview
Using the Power Query Editor interface
Basic transformations
Advanced transformations
Appending queries
Merging queries
Creating new columns in tables
Apply business rules
Change data format to support visualization
Skill 1.3: Cleanse data
Manage incomplete data
Meet data quality requirements
Thought experiment
Thought experiment answers
Chapter summary
Chapter 2 Modeling and visualizing data
Skill 2.1: Create and optimize data models
Manage relationships
Optimize models for reporting
Manually type in data
Use Power Query
Skill 2.2: Create calculated columns, calculated tables, and measures
Create DAX formulas for calculated columns
Calculated tables
Measures
Use What-if parameters
Skill 2.3: Measure performance by using KPIs, gauges, and cards
Calculate the actual
Calculate the target
Calculate actual to target
Configure values for gauges
Use the format settings to manually set values
Skill 2.4: Create hierarchies
Create date hierarchies
Create hierarchies based on business needs
Add columns to tables to support desired hierarchy
Skill 2.5: Create and format interactive visualizations
Select a visualization type
Configure page layout and formatting
Configure interactions between visuals
Configure duplicate pages
Handle categories that have no data
Configure default summarization and data category of columns
Position, align, and sort visuals
Enable and integrate R visuals
Format measures
Use bookmarks and themes for reports
Skill 2.6: Manage custom reporting solutions
Configure and access Microsoft Power BI Embedded
Enable developers to create and edit reports through custom applications
Enable developers to embed reports in applications
Use the Power BI API to push data into a Power BI dataset
Enable developers to create custom visuals
Thought experiment
Thought experiment answers
Chapter summary
Chapter 3 Configure dashboards, reports, and apps in the Power BI Service
Skill 3.1: Access on-premises data
Connect to a data source by using a data gateway
Publish reports to the Power BI service from Power BI Desktop
Edit Power BI service reports by using Power BI Desktop
Skill 3.2: Configure a dashboard
Add text and images
Filter dashboards
Dashboard settings
Customize the URL and title
Enable natural language queries
Skill 3.3: Publish and embed reports
Publish to web
Publish to Microsoft SharePoint
Publish reports to a Power BI Report Server
Skill 3.4: Configure security for dashboards, reports, and apps
Create a security group by using the Admin Portal
Configure access to dashboards and app workspaces
Configure the export and sharing setting of the tenant
Configure row-level security
Skill 3.5: Configure apps and apps workspaces
Create and configure an app workspace
Publish an app
Thought experiment
Thought experiment answers
Chapter summary
Index
Code Snippets
Exam Ref 70-778 Analyzing and Visualizing Data with Microsoft Power BI® Daniil Maslyuk
Exam Ref 70-778 Analyzing and Visualizing Data with Microsoft Power BI Published with the authorization of Microsoft Corporation by: Pearson Education, Inc. Copyright © 2018 by Pearson Education All rights reserved. This publication is protected by copyright, and permission must be obtained from the publisher prior to any prohibited reproduction, storage in a retrieval system, or transmission in any form or by any means, electronic, mechanical, photocopying, recording, or likewise. For information regarding permissions, request forms, and the appropriate contacts within the Pearson Education Global Rights & Permissions Department, please visit www.pearsoned.com/permissions/. No patent liability is assumed with respect to the use of the information contained herein. Although every precaution has been taken in the preparation of this book, the publisher and author assume no responsibility for errors or omissions. Nor is any liability assumed for damages resulting from the use of the information contained herein. ISBN-13: 978-1-5093-0702-9 ISBN-10: 1-5093-0702-8 Library of Congress Control Number: 2018938487 1 18 Trademarks Microsoft and the trademarks listed at https://www.microsoft.com on the “Trademarks” webpage are trademarks of the Microsoft group of companies. All other marks are property of their respective owners. Warning and Disclaimer Every effort has been made to make this book as complete and as accurate as possible, but no warranty or fitness is implied. The information provided is on an “as is” basis. The authors, the publisher, and Microsoft Corporation shall have neither liability nor responsibility to any person or entity with respect to any loss or damages arising from the information contained in this book or programs accompanying it. Special Sales For information about buying this title in bulk quantities, or for special sales opportunities (which may include electronic versions; custom cover designs; and content particular to your business, training goals, marketing focus, or branding interests), please contact our corporate sales department at corpsales@pearsoned.com or (800) 382-3419. For government sales inquiries, please contact governmentsales@pearsoned.com. For questions about sales outside the U.S., please contact intlcs@pearson.com. Editor-in-Chief Brett Bartow Senior Editor Trina MacDonald Development Editor Rick Kughen Managing Editor Sandra Schroeder
Senior Project Editor Tracey Croom Editorial Production Backstop Media Copy Editor Liv Bainbridge Indexer Julie Grady Proofreader Katje Richstatter Technical Editor Chris Sorensen Cover Designer Twist Creative, Seattle
To my wife, Dasha, who was very patient and supported me during the writing process in every way she could. —DANIIL MASLYUK
Contents at a glance Introduction Important: How to use this book to study for the exam CHAPTER 1 Consuming and transforming data by using Power BI Desktop CHAPTER 2 Modeling and visualizing data CHAPTER 3 Configure dashboards, reports, and apps in the Power BI Service Index
Contents Acknowledgements Introduction Organization of this book Microsoft certifications Microsoft Virtual Academy Quick access to online references Errata, updates, & book support Stay in touch Important: How to use this book to study for the exam Chapter 1 Consuming and transforming data by using Power BI Desktop Skill 1.1: Connect to data sources Connect to databases, files, and folders Data connectivity modes Importing data DirectQuery Implications of using DirectQuery When to use DirectQuery Live Connection Connecting to Microsoft SQL Server Connecting to Access database Connecting to an Oracle database Connecting to a MySQL database Connecting to PostgreSQL database Connecting to data using generic interfaces Connecting to Text/CSV files Connecting to JSON files Connecting to XML files Connecting to a Folder Connecting to a SharePoint folder
Connecting to web pages and files Connecting to Azure Data Lake Store and Azure Blob Storage Import from Excel Import data from Excel Import Excel workbook contents Connect to SQL Azure, Big Data, SQL Server Analysis Services (SSAS) Connecting to Azure SQL Database and Azure SQL Data Warehouse Connecting to Azure HDInsight Spark Connecting to SQL Server Analysis Services (SSAS) Connecting to Power BI service Skill 1.2: Perform transformations Design and implement basic and advanced transformations Power Query overview Using the Power Query Editor interface Basic transformations Advanced transformations Appending queries Merging queries Creating new columns in tables Apply business rules Change data format to support visualization Skill 1.3: Cleanse data Manage incomplete data Meet data quality requirements Thought experiment Thought experiment answers Chapter summary Chapter 2 Modeling and visualizing data Skill 2.1: Create and optimize data models Manage relationships
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