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High Impact Data Visualization with Power View, Power Map, and Power BI

Book Description

High Impact Data Visualization with Power View, Power Map, and Power BI helps you take business intelligence delivery to a new level that is interactive, engaging, even fun, all while driving commercial success through sound decision-making. Learn to harness the power of Microsoft’s flagship, self-service business intelligence suite to deliver compelling and interactive insight with remarkable ease. Learn the essential techniques needed to enhance the look and feel of reports and dashboards so that you can seize your audience’s attention and provide them with clear and accurate information. Also learn to integrate data from a variety of sources and create coherent data models displaying clear metrics and attributes.

Power View is Microsoft's ground-breaking tool for ad-hoc data visualization and analysis. It's designed to produce elegant and visually arresting output. It's also built to enhance user experience through polished interactivity. Power Map is a similarly powerful mechanism for analyzing data across geographic and political units. Power Query lets you load, shape and streamline data from multiple sources. PowerPivot can extend and develop data into a dynamic model. Power BI allows you to share your findings with colleagues, and present your insights to clients.

High Impact Data Visualization with Power View, Power Map, and Power BI helps you master this suite of powerful tools from Microsoft. You'll learn to identify data sources, and to save time by preparing your underlying data correctly. You'll also learn to deliver your powerful visualizations and analyses through the cloud to PCs, tablets and smartphones.

  • Simple techniques take raw data and convert it into information.
  • Slicing and dicing metrics delivers interactive insight.
  • Visually arresting output grabs and focuses attention on key indicators.
  • Table of Contents

    1. Cover
    2. Title
    3. Copyright
    4. Dedication
    5. Contents at a Glance
    6. Contents
    7. About the Author
    8. About the Technical Reviewer
    9. Acknowledgments
    10. Introduction
    11. Chapter 1: Self-Service Business Intelligence
      1. The Microsoft Self-Service Business Intelligence Solution
        1. The Excel BI Toolkit
        2. Power BI
      2. The Excel BI Toolkit and Power BI
        1. Power Query
        2. PowerPivot
      3. Power View
        1. Power Map
        2. Power BI
      4. Preparing the Self-Service BI Environment
        1. PowerPivot
        2. Power View
        3. Power Query
        4. Power Map
      5. Power BI
        1. Adding a Power BI Site
      6. The Windows Power BI App
      7. Corporate BI or Self-Service BI?
      8. The Excel Data Model
      9. How This Book Is Designed to Be Read
        1. Discovering Data
        2. Creating a Data Model
        3. Taking Data and Preparing It for Output
        4. Taking Existing Excel BI and Sharing It
        5. Delivering Geodata
        6. Delivering Excel BI to Mobile Devices
        7. To Learn the Product Suite Following a Real-World Path
      10. The Self-Service Business Intelligence Universe
      11. Conclusion
    12. Chapter 2: Power View and Tables
      1. The Power View Experience
        1. Adding a Power View Sheet to an Excel Workbook
        2. The Power View Interface
        3. The Power View Ribbon
        4. The Field List
        5. Using the Field List
        6. Renaming or Deleting a Power View Report
      2. Tables in Power View
        1. Adding a Table
        2. Deleting a Table
        3. Changing the Table Size and Position
        4. Changing Column Order
        5. Removing Columns from a Table
      3. Types of Data
      4. Data and Aggregations
      5. Enhancing Tables
        1. The Design Ribbon
        2. Row Totals
        3. Formatting Columns of Numbers
        4. Default Formatting
        5. Changing Column Widths
        6. Font Sizes in Tables
        7. Copying a Table
        8. Sorting by Column
      6. Table Granularity
      7. Matrix Tables
        1. Row Matrix
        2. Column Matrix
        3. Sorting Data in Matrix Tables
      8. Drilling Through with Matrix Tables
        1. Drilling Down
        2. Drilling Up
        3. Reapplying Matrix Visualization
        4. Drilling Through with Column Hierarchies
      9. Card Visualizations
        1. Card Visualization Styles
        2. Sorting Data in Card-View Tables
      10. Switching Between Table Types
      11. Key Performance Indicators (KPIs)
      12. Conclusion
    13. Chapter 3: Filtering Data in Power View
      1. Filters
        1. Hiding and Displaying the Filters Area
      2. View Filters
        1. Adding Filters
        2. The (All) Filter
        3. Clearing Filters
        4. Deleting Filters
        5. Expanding and Collapsing Filters
        6. Subsetting Large Filter Lists
      3. Filtering Different Data Types
        1. Numeric Data
        2. Date and Time Data
        3. Other Data Types
        4. Multiple Filters
      4. Advanced Filters
        1. Applying an Advanced Filter
        2. Clearing an Advanced Filter
        3. Advanced Wildcard Filters
        4. Numeric Filters
        5. Date and Time Filters
        6. Complex Filters
        7. Advanced Text Filter Options
        8. Advanced Numeric Filter Options
        9. Advanced Date Filter Options
      5. Visualization-Level Filters
        1. Filter Hierarchy
      6. Filtering Tips
        1. Don’t Filter Too Soon
        2. Drill-Down and Filters
        3. Annotate, Annotate, Annotate
      7. Conclusion
    14. Chapter 4: Charts in Power View
      1. A First Chart
        1. Creating a First Chart
        2. Deleting a Chart
        3. Basic Chart Modification
        4. Basic Chart Types
      2. Essential Chart Adjustments
        1. Resizing Charts
        2. Repositioning Charts
        3. Sorting Chart Elements
        4. Font Size
        5. Applying Color to Bar and Column Charts
      3. Multiple Data Values in Charts
        1. Data Details
      4. The Layout Ribbon
      5. Enhancing Charts
        1. Chart Legends
        2. Chart Title
        3. Chart Data Labels
      6. Drilling Down
      7. Popping Charts Out and In
      8. Chart Filters
      9. Conclusion
    15. Chapter 5: Advanced Charting with Power View
      1. Multiple Charts
        1. Multiple Bar or Column Charts
        2. Specifying Vertical and Horizontal Selections
      2. Specifying the Layout of Multiple Chart Visualizations
        1. Creating Horizontal Multiples
        2. Defining the Multiples Grid
        3. Multiple Line Charts
        4. Multiple Pie Charts
        5. Drilling Down with Multiple Charts
      3. Scatter Charts
        1. Drilling Down with Scatter Charts
        2. Scatter Charts to Display Flattened Hierarchies
        3. Scatter Chart Multiples
      4. Bubble Charts
        1. Bubble Chart Data Labels and Legend
        2. Multiple Bubble Elements
        3. Bubble Chart Multiples
      5. Play Axis
        1. Tiles with Charts
      6. Conclusion
    16. Chapter 6: Interactive Data Selection
      1. Tiles
        1. Creating a Tiled Visualization from Scratch
        2. Adjusting Tile Display
      2. Some Variations on Ways of Creating Tiled Visualizations
        1. Creating a Tiled Visualization from Scratch—Another Variant
        2. Adding Tiles to an Existing Visualization
        3. Adding Tiles to an Existing Visualization—Another Variant
        4. Modifying an Existing Visualization Inside a Tile Container
        5. Re-creating a Visualization Using Existing Tiles
        6. Re-creating a Visualization Using Existing Tiles—A Simple Variant
        7. Removing Tiles from a Visualization
        8. Deleting a Tile Visualization
        9. Tile Types
        10. Using Tiles
        11. Filtering Tiles
        12. Tiles with No Data
        13. Changing the Inner Visualization
        14. Tiles and Multiple Charts
      3. Slicers
        1. Adding a Slicer
        2. Applying a Slicer
        3. Clearing a Slicer
        4. Deleting a Slicer
        5. Modifying a Slicer
      4. Using Charts as Slicers
        1. Charts as Slicers
      5. Highlighting Chart Data
        1. Cross-Chart Highlighting
        2. Highlighting Data in Bubble Charts
      6. Charts as Filters
        1. Scatter Chart Filtering
        2. Column and Bar Charts as Filters
      7. Choosing the Correct Approach to Interactive Data Selection
      8. Filter Granularity
      9. Conclusion
    17. Chapter 7: Images and Presentation
      1. Titles
        1. Adding a Title
        2. Moving and Resizing Titles
        3. Formatting a Title
      2. The Text Ribbon
      3. Adding Text Boxes to Annotate a Report
        1. Deleting Text Boxes
      4. The Context Menu
      5. Altering the Font Used in a Report
        1. Font Family
        2. Text Size
      6. Altering the Theme of a Report
        1. Deciphering Themes
      7. Applying a Report Background
      8. Images
        1. Image Sources
        2. Background Images
        3. Images in Tables
        4. Images in Slicers
        5. Images in Tiles
        6. Independent Images
      9. Layering Visualizations
      10. Some Uses for Independent Images
        1. Image File Format
      11. Preparing Images
      12. Conclusion
    18. Chapter 8: Mapping Data in Power View
      1. Bing Maps
      2. Maps in Power View
      3. Adjusting Map Display in Power View
        1. Positioning the Map Elements
        2. Zooming In or Out
        3. Removing or Adding a Map Title
        4. Modifying the Map Background
        5. Filtering Map Data
      4. Multi-Value Series
        1. Highlighting Map Data
        2. Adjusting a Legend
      5. Adding Tiles to Maps
      6. Multiple Maps
      7. Drilling Down in Maps
      8. Conclusion
    19. Chapter 9: PowerPivot Basics
      1. The PowerPivot Environment
        1. Using PowerPivot
        2. The PowerPivot Ribbons
      2. Loading Data into PowerPivot
        1. Loading Data from SQL Server
        2. Preview and Filter Tables
      3. Importing Other Tables from an Existing Source
      4. Modifying Existing Imports
      5. Loading Data from Excel
        1. PowerPivot Data Sources
      6. Refreshing Data
        1. Refreshing Data from External Data Sources
        2. Refreshing Data from Linked Excel Worksheets
      7. Deleting a Connection
      8. PowerPivot Data Types
      9. Managing PowerPivot Data
        1. Manipulating Tables
        2. Moving Around a Table
        3. Manipulating Columns
      10. Formatting PowerPivot Tables
      11. Manipulating Data in PowerPivot
        1. Sorting Data in PowerPivot Tables
        2. Filtering Data in PowerPivot Tables
      12. Conclusion
    20. Chapter 10: Extending the Excel Data Model Using PowerPivot
      1. Designing a PowerPivot Data Repository
        1. Data View and Diagram View
        2. Creating Relationships
        3. Creating Relationships Manually
        4. Creating Relationships Automatically
        5. Deleting Relationships
        6. Managing Relationships
      2. Preparing a Date Table
        1. Marking a Table as a Date Table
      3. Calculations
      4. Calculated Columns
        1. Simple Calculations
        2. Looking Up Related Data
      5. Making Good Use of the Formula Bar
        1. Multiline Formulas
      6. Calculated Fields
        1. A First Calculated Field: Number of Cars Sold
        2. Basic Aggregations in Calculated Fields
        3. More Advanced Aggregations
        4. Time-Dependent Calculations
        5. Other Possibilities
        6. Putting It All Together
        7. A Few Comments and Notes on Using Calculated Fields
      7. Calculation Options
      8. Creating Pivot Tables from PowerPivot
        1. Creating a Pivot Table
        2. The PowerPivot Ribbon
      9. Copying Data from PowerPivot
      10. Conclusion
    21. Chapter 11: PowerPivot for Self-Service BI
      1. Default Field Set
      2. Table Behavior
        1. Sort Column
        2. Row Identifier
        3. Keep Unique Rows
        4. Default Label
        5. Set a Default Aggregation (Summarize By)
      3. Preparing Images for Power View
        1. Binary Images
        2. Image URLs
        3. Default Image
      4. Preparing Hyperlinks for Power View
      5. Creating Hierarchies
        1. Modifying Hierarchies
        2. Deleting a Hierarchy
        3. Hiding the Original Field
        4. Hiding Hierarchies from the Diagram View
      6. Key Performance Indicators (KPIs)
        1. Creating a KPI
        2. KPI Options
        3. KPI Descriptions
        4. Calculated KPI Targets
        5. Modifying a KPI
        6. Deleting a KPI
      7. Perspectives
        1. Creating a Perspective
        2. Applying a Perspective
      8. Data Categories
      9. Hiding Columns from Client Tools
      10. Preparing Data for Natural Language Querying
      11. Optimizing File Size
      12. Conclusion
    22. Chapter 12: Discovering and Loading Data with Power Query
      1. The Power Query Interface
        1. The Power Query Ribbon
        2. Data Sources
      2. Loading Data
        1. Web Pages
        2. CSV Files
        3. Text Files
        4. XML Files
        5. Excel
        6. Microsoft Access Databases
      3. Relational Databases
      4. Database Metadata
      5. Data Discovery or Data Load?
        1. Peeking at Data
        2. Searching for Data
      6. Conclusion
    23. Chapter 13: Transforming Data with Power Query
      1. Modifying Data
        1. The Power Query Window
        2. The Power Query Ribbons
      2. Dataset Shaping
        1. Using First Row as Headers
        2. Filtering Data
      3. Extending Data
        1. Duplicating Column
        2. Splitting Columns
      4. Data Cleansing and Modification
        1. Changing Datatype
        2. Replacing Values
        3. Transforming Column Contents
        4. Filling Down
        5. Sorting Data
      5. Managing the Transformation Process
        1. Modifying a Step
        2. Renaming a Step
        3. Deleting a Step or a Series of Steps
        4. Adding a Step
        5. Altering Process Step Sequencing
        6. An Approach to Sequencing
      6. Changing the Data Structure
        1. Unpivoting Tables
        2. Grouping Records
        3. Merging Data
      7. Appending Data
        1. Adding the Contents of One Query to Another
        2. Adding Multiple Files from a Source Folder
      8. Data Destinations
      9. The Power Query View Ribbon
      10. Effective Use of the Formula Bar
        1. Replacing Values
        2. Transforming
        3. Grouping
        4. Extending a Filter
      11. Conclusion
    24. Chapter 14: Power Map
      1. Bing Maps
      2. Running Power Map
      3. The Power Map Window
      4. The Power Map Ribbon
      5. Region Maps
      6. Power Map Source Data
        1. Refreshing Data
        2. Geographical Data Types
      7. Using the Task Panel
        1. Showing and Hiding the Task Panel
        2. Task Panel Panes
        3. The Task Panel Data Views
        4. Removing a Field
      8. Moving Around in Power Map
        1. Moving Around a Map
        2. Zooming In or Out
        3. Changing the Pitch of a Map
        4. Flat Map and 3-D Globe
        5. Going to a Specific Location
      9. Power Map Aggregations
      10. Map Types
      11. The Various Map Types, by Example
        1. Bubble Maps
        2. Column Maps
        3. Heat Maps
        4. Region Maps
      12. Presentation Options
        1. The Settings View
      13. Power Map Themes
        1. Text Boxes
      14. Timelines
        1. Adding a Timeline
        2. Using a Timeline
      15. Using Layers
        1. 2-D Charts
        2. 2-D Chart Types
        3. Hiding the Map Data
      16. Power Map Tours
        1. Creating Power Map Tours
        2. Deleting a Power Map Tour
      17. Power Map Movies
        1. Transitions
        2. Exporting a Movie
      18. Conclusion
    25. Chapter 15: Self-Service Business Intelligence with Power BI
      1. Using Excel Workbooks in Power BI
        1. Adding a Workbook
        2. Enabling Team Site Excel Files
        3. Adding a Workbook to Featured Reports
        4. Marking a Workbook as a Favorite
        5. Interacting with a Workbook
        6. Downloading a Copy of an Excel Workbook
        7. Removing a Workbook from Power BI
      2. The Power BI App on Tablet Devices
        1. Running the Power BI App
        2. Adding Reports to the Power BI App from the Power BI Site
        3. Removing Reports from the Power BI App
        4. Using Reports in the Power BI App
        5. Synchronizing the Power BI App with the Power BI Site
      3. Power BI on Other Mobile Devices
      4. Keeping Power BI Data Up to Date
      5. Data Management Gateway
        1. Download a Data Management Gateway to a Workstation or Server on the Corporate Network
        2. Installing and Configuring a Data Management Gateway from the Power BI Admin Page
        3. The Data Management Gateway Application
        4. Deleting a Gateway
      6. Data Sources
        1. Using a Connection String to Determine Connection Settings
        2. Deleting a Data Source
      7. Data Refresh
        1. Scheduled Data Refresh
        2. Ad-Hoc Data Refresh
      8. Using Data Sources
        1. Shared Queries
        2. OData Feeds
      9. My Power BI
      10. Power BI Admin
        1. Role Management
        2. The Data Steward Group
        3. Checking System Health
        4. Exporting System Health Logs
      11. Natural Language Querying
      12. Conclusion
    26. Appendix A: Sample Data
      1. Downloading the Sample Data
      2. The Sample Data
      3. Sample Files
      4. Sample Database
    27. Index