Transitioning to Microsoft Power Platform : an Excel user guide to building integrated cloud applications in Power BI, Power Apps, and Power Automate / David Ding.
Ding, David, author.
2023
QA76.76.M52
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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.
Author Ding, David, author.
ISBN 9781484292396 (electronic bk.)
1484292391 (electronic bk.)
1484292383
9781484292389
DOI https://doi.org/10.1007/978-1-4842-9239-6
Publication Details Berkeley, CA : Apress L. P., 2023.
Language English
Description 1 online resource (511 p.)
Item Number 10.1007/978-1-4842-9239-6 doi
Call Number QA76.76.M52
Dewey Decimal Classification 658.4/038011
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.
Note Description based upon print version of record.
PowerShell cmdlet and API
Access Note Access limited to authorized users.
Available in Other Form Transitioning to Microsoft Power Platform
Linked Resources Online Access
Record Appears in Online Resources > Ebooks
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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

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