Sample Data. Sample Data APPENDIX A. Downloading the Sample Data. Images. Sample Databases

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Amie Manning
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1 APPENDIX A Sample Data Sample Data If you wish to follow the examples used in this book and I hope you will you will need some sample data to work with. All the files referenced in this book are available for download and can easily be installed on your local PC. This appendix explains where to obtain the sample files, how to install them, and what they are used for. Downloading the Sample Data The sample files used in this book are currently available on the Apress site. You can access them as follows: 1. In your web browser, navigate to the following URL 2. Scroll down the page and click on the tab Source Code/Downloads. 3. Click the link Download Now, and choose a directory where you will save the file PowerBiDesktopSamples.zip. You will then need to extract the files and directories from the zip file. How you do this will depend on which software you are using to handle zipped files. If you are not using any third party software, then one way to do this is Images 1. Create a directory named C:\ PowerBiDesktopSamples. 2. In the Windows Explorer navigation pane, click on the file PowerBiDesktopSamples.zip. 3. Select all the files and folders that it contains. 4. Copy them to the folder that you created in step 1. The images used in Chapter 16 can be found in the directory C:\PowerBiDesktopSamples\Images. Sample Databases If you wish to load data from an SQL Server 2014 database or an Analysis Services database you will need to restore the sample SQL Server and Analysis Services databases that are in the C:\PowerBiDesktopSamples\ DatabaseBackups directory. Adam Aspin 2016 A. Aspin, Pro Power BI Desktop, DOI /

2 APPENDIX A SAMPLE DATA The CarSalesData database This database is available in the sample data as the file CarSalesData.Bak in the directory C:\ PowerBiDesktopSamples\DatabaseBackups. You will also need to create a directory for the database files. In the code below this is: C:\PowerBiDesktopSamples\Databases. Before you can load this database, you will need access to a functioning SQL Server database instance. If you need to, you can download and install the free SQL Server 2014 Express version. It is currently available at the following URL: mc_id=rss_alldownloads_devresources. Once installed, you will need to restore the database backup. To do this 1. Open SQL Server Management Studio Express. 2. Open a new query window by clicking New Query in the toolbar. 3. Run the following script. USE [master] RESTORE DATABASE [CarSalesData] FROM DISK = N'C:\HighImpactDataVisualizationWithPowerBI\Database\CarSalesData.bak' WITH FILE = 1, NOUNLOAD, STATS = 5,MOVE 'CarSalesData' TO 'C:\PowerBiDesktopSamples\ Database\CarSalesData_Data.mdf',MOVE 'CarSalesData_Log' TO 'C:\PowerBiDesktopSamples\ DatabaseCarSalesData_Log.ldf' GO The database will be restored, and can be used in the examples. The Analysis Services Database To restore the Analysis Services database you will first need a functioning SSAS instance. You can then restore the file CarSalesOLAP,abf or CarSalesTabular.abf (respectively the classic and tabular SSAS backup files for the sample data) using the standard SSAS database restoration techniques. 502

3 Index A Analysis Services database, 502 Appending data, 156 Applied Steps list, 84 Aster plots, 394 B Background images adding, 459 charts, 460 free-form images, 461 uses of, 459 Bubble charts, 352, 368 Bullet charts, 395 C Calculated columns, 138 Calendar popup, 414 CarSalesData database, 502 Charts, 333, 357 adjustments element sorting, repositioning charts, 342 resizing charts, 341 bar chart after resize, 334 creation, 334 Fields list, 335 in visualizations pane, 334 bubble charts, 352, 368 column charts, 338 deletion, 337 Donut charts, 344 drill down, 360 dual-axis charts, 355 line and stacked column chart, 356 list and clustered column chart, 355 enhancing charts, 361 aspect ratio, 367 axis modification, 365 chart background, 364 chart borders, 367 data colors, 365 data labels, legends, 361 titles, 363 funnel charts, 344 line charts, 339 modification, 337 multiple data values, 345 introductory line chart, 347 stacked bar chart, 347 pie charts, 339 scatter charts description, 350 flattened hierarchies, 351 stacked column and bar charts, 348 waterfall charts, 354 Cherry-pick techniques, 205 Chord chart, 399 Column charts, 338 CSV files, 44 definition, 46 Power BI Desktop file dialog, 45 Custom columns, 138 D Dashboard enhancement adding hyperlink, 454 adding text boxes, 451 deleting text boxes, 454 formatting text boxes, 452 images, 455 moving text boxes, 452 page background color, 454 removing hyperlink, 454 Adam Aspin 2016 A. Aspin, Pro Power BI Desktop, DOI /

4 Dashboard enhancement (cont.) shapes built-in shapes, 461 formatting, 462 pop-up, 462 removing, 465 standardizing, 465 visuals, 465 alignment, 467 distribution, 468 layering, 466 Data analysis, 267 date/time-based calculations, 267 time intelligence, 276 Data cleansing, 109 filling down, 123 full record view, 109 grouping records, 126 Power BI Desktop Query Editor context menus, 110 column content transformation, 115 data type changes, 111 data types detection, 113 first row as headers, 125 replacing values, 113 Data mashup appending data, 156 identical structures, 156 multiple text files, 157 custom columns, 138 data structures, 161 pivoting tables, 163 transposing rows and columns, 164 unpivoting tables, 161 duplicating columns, 133 extending datasets, index columns, 140 joining datasets, 131 merging columns, 137 merging data, 142 pending changes alert, 173 pivoting and unpivoting data, 131 Power BI Desktop Query Editor, 174 Power BI Desktop view ribbon, 132 query management, 168 add as new query, 171 duplicating queries, 171 enable data load, 172 enable data refresh, 172 grouping queries, 169 organizing queries, 169 referencing queries, 171 splitting columns, 133 transformation process, 164 adding a step, 167 altering process, 167 delete step, 166 error records, 168 modification, 165 removing errors, 168 rename, 165 sequencing, 167 Data modeling, Power BI Desktop, 176 Data modification, 79 Data transformation, 79 dataset shaping, 91 merging columns, 93 removing columns, 93 removing duplicate records, 99 removing records, 96 renaming columns, 91 reordering columns, 92 row order reversal, 101 sorting data, 100 filtering data, 101, 105 date and time ranges, 104 elements, 102 numeric ranges, 104 text ranges, 103 values, 101 power BI Desktop data transformation, 80 Date table CALENDAR() function, 281 to data model, 282 DateDimension table, 280 DAX formulas, 278 requirements, 277 Sort By columns, 280 Date/time-based calculations, 267 age of cars sold, 273 custom Date formats, 271 DATEDIFF() function, 274 date table creation, 277 DAX Date and Time functions, FORMAT() function, 271 intervals, 275 NOW() function, 273 PARALLELPERIOD() function, 296 Predefined Date formats, 272 rolling aggregations, 298 with PreviousYearSales measure, 291 with YearOnYearDelta measure, 293 with YearOnYearDeltaPercent measure, 295 YEAR() and MONTH() DAX functions, 268 DAX Comparison Operators, 228 DAX Logical Operators, 236 DAX Statistical Functions, 222 Delimiter Split,

5 Derived columns, 138 Donut charts, 344 Dual-axis charts, 355 line and stacked column chart, 356 list and clustered column chart, 355 E Extract, Transform, and Load (ETL), 35 Enterprise-grade relational databases, 53 database connection options, 56 databases, 58 security, 60 server, 56 SQL, 60 Microsoft SQL Database dialog, 53 Navigator dialog, 55 related group of tables, 55 SQL Server Database dialog access, 54 Excel file, 51 Extending datasets, 79 F, G Filled maps, 379 Filters, 401 advanced numeric filter options, 409 advanced text filters Basic filtering, 417 Clear Filter, 416 filter options, 417 to text field, 415 (All) filter field, 406 annotation techniques, 426 boolean data types, 414 bubble chart, 445 charts, 444 clearing filters, 407 date and time data types, 410 date and time filters, 411 date filter options, 414 filter hierarchy, 425 modification, 405 multiple filters, 419 numeric data types, 407 filter options, 409 logical filter options, 409 range-filter mode, 408 page-level filters, 419 precautions, 425 remove filters, 421 report-level filters, 420 visual-level filters, 402 Formula language, 205 Funnel charts, 344 H Highlighting in bubble charts, cross-chart, , 442 definition, 438 remove, 439 stacked bar chart of costs, Histograms chart, 398 I Images format, 459 independent, 457 navigation, 457 in Power BI Desktop, 455 remove, 458 report backgrounds, 459 resize, 458 scaling, 459 sources, 456 Index columns, 140 J, K Joining datasets, 79 L Line charts, 339 M, N, O Map visuals bing maps, 372 types, 371 Measures, data model, 239, 266 advanced aggregations, 248 basic aggregations, 241 calculation options, 266 complex filters CALCULATE() function, 256 multiple filters, 257 cross-table measures, 245 DAX, AVERAGEX() function, 249 filter context, FILTER() function, 263 filters, 252 numeric filters, 254 text filters, 253 iterative functions, 250 multiple measures, 243 number of cars sold, 239 percentage calculation,

6 Measures, data model (cont.) ALLEXCEPT() function, 262 ALL() function, 259 ALLSELECTED() function, 261 discard filters, 260 query context, 251 RANKX() function, 265 row context, 251 Merging columns, 137 Merging data adding reference, 143, 145 aggregate data, 142, 145, 148 expand and aggregate buttons, 154 individual query, 142 joins correct and incorrect, 152 datasets, 152 data tables, 153 on multiple columns, 150 types, look up data, 142 Microsoft access databases, 52 Microsoft SQL Server Analysis Services Database, 63 analysis services data sources, 66 Add Items, 66 Collapse Columns, 68 attributes and measures selection, 65 credentials dialog, 64 Multidimensional/Tabular model, 63 Microsoft SQL Server Analysis Services tabular database, 68 Microsoft s Self-Service Business Intelligence solution, 2 dashboards and reports, 2 3 import data, 2 model data, 3 Power BI Desktop file, 3 Multiple filters, 419 P, Q Page-level filters, 419 Pie charts, 339 PowerBI.com, 471 dashboards, 479 adding tiles, 480 creation, 479 deleting tiles, 482 export data, 484 modify, pinning a tile, 484 print, 487 save report dialog, 490 sharing, 488 gateways, 494 adhoc data refresh, 498 configuration, 498 download, 495 installation, 495 scheduled data refresh, 499 warnings and alerts dialog, 496 Power BI Desktop files, 475 adding files, 477 sign-in, 476 publishing reports, reports, 478, 489 on Tablet devices, 491 Power BI desktop, 16 connection security, 75 dashboards, 10, 28, 187 data category options, 187 default summarization, 188 Get Data dialog, 11 Navigator dialog, 13 power, 10 report window, 14 simplicity, 10 sort by columns, 189 Windows Open File dialog, 12 data loading, 40 CSV files, 44, 46 Excel file, 51 Microsoft Access databases, 52 text files, 47 web pages, 40 XML files, 49 data load process, 14 Navigator Data Preview, 15 Navigator window, 15 data modeling, 176 data modification, 16 data sources, 36, 71 Azure, 38 databases, 37 file, 37 less corporate, 39 data types, 183 data view ribbons, 177 Home ribbon, 177 Modeling ribbon, 177 description, 35 Extract Transform Load, 35 formatting options, 184 currency formats, import excel and power view items, 31 installation download page, 4 download selection page, 5 installation progress dialog, 8 506

7 requirements, 4 save/run download popup, 5 setup destination dialog, 7 setup final configuration dialog, 8 Setup Licensing dialog, 6 manipulating columns, 180 delete, 182 move, 183 rename, 180 setting column widths, 183 manipulating tables, 179 column selection, 179 delete, 179 rename, 179 maps highlight segments, 378 multivalue series, 377 positioning, 376 map visuals, 372 Microsoft self-service, 35 options, 17 Query Editor, 177 refreshing data sources, 74 remove from computer, 9 relational databases (see Enterprise-grade relational databases ) reports, 29 adding pages, 30 deleting pages, 30 duplicating pages, 31 moving pages, 31 renaming pages, 30 reuse data sources, 71 sorting data, 190 splash screen, 10 SQL Server Analysis Services tabular data (see Microsoft SQL Server Analysis Services tabular database ) SSAS cubes (see Microsoft SQL Server Analysis Services Database ) table relationships, 191 advanced options, 201 automatic relationships dialog, 199 creating relationships, 194 data view and relationship view, 192 deactivating relationships, 201 deleting relationships, 199 display options, 193 Manage Replationships dialog, 196 managing relationships, 200 visualizations, 17 card visualization, 24 dashboard arrangement, 26 delivery charge, 21 Fields pane, 18 filled map visualization, 23 labor cost map, by country, 24 matrix icon, 19 slicer icon, 25 Power BI Desktop data model, 239 cascading column calculations, 217 column-based calculations, 205 concatenating column contents, 208 dashboard visualizations, 206 formula bar, 237 IF() function, 226 alerts, 227 comparison operators, 228 complex logic, 232 DAX logical and information functions, 234 exception indicators, 226 flagging data, 228 logical function, 236 logical operators, 235 multiline formulas, 232 multiple nested IF() statements, 230 nested IF() functions, 229 InvoiceLines table, 216 Gross Margin, 216 for linked calculations, 217 pop-up list, 217 measures, 239 new columns, 206 counting reference elements, 220 custom number formats, 225 formatting, 222 naming, 207 predefined currency formats, 224 safe division, 219 statistical functions, 221 simple calculations, 212 math operators, 213 rounding values, 214 truncation functions, 215 tweaking text, 210 DAX formulas, 212 text functions, 211 Power BI Desktop data transformation, 80 after data load, 81 before data load, 82 choices, 80 query editor, 83 query/load, 82 Power BI Desktop Query Editor, 83 Applied Steps list, 84 delete, 85 rename,

8 Power BI Desktop Query Editor (cont.) ribbons, 85 Add Column ribbon, 89 Home ribbon, 86 Transform ribbon, 87 View ribbon, 90 Power BI Desktop Query Editor context menus, 110 changing data types, 111 column content transformation, 115 date transformation, 120 duration data, 122 filling down, 123 leading and trailing spaces removal, 116 number calculation, 118 number transformations, 117 text transformation, 115 time transformation, 121 data types detection, 113 first row as headers, 125 replacing values, 113 Power BI Desktop view ribbon, 132 R Radar charts, 394 Report-level filters, 420 S Sample data, Sankey diagram, 399 Scatter charts description, 350 flattened hierarchies, 351 Slicers add, 430 apply, 431 characteristics, 429 charts, column and bar charts, 446 highlighting, 438 clear, 432 delete, 432 description, 429 element selection, 434 header, 435 interactive selection, 429 items, 435 modify, 432, 434 orientation, 433 setting X and Y coordinates, 435 visual interactions, 448 Splitting columns classic cases, 133 custom columns, Delimiter, number of characters, 136 Streamgraph, 397 Sunburst charts, 396 T, U Text-based visualizations cards, 324 display units, 328 formatting, 325 multirow cards, 328, 330 data types, 308 text fields, pop-up menu, 308 matrix column matrix, 322 row matrix, 319 sort data, 323 Power BI Desktop dashboards, 302 table granularity, 318 tables, 302 background modification, 315 borders, 316 column order, 307 column sorting, 317 column width, 312 copy tables, 306 delete tables, 305 Fields list, 304 font sizes, 312 formatting options, 313 for sales per client, 303 number formatting, 312 removing columns, 307 resize, 306 Row totals, 309 switching visuals, 331 Text fi les, Th reshold selector, 408 Time intelligence, 267, 276, 284 CALCULATE() function, 290 month-to-date calculation, 284 quarter-to-date calculation, 284 range of dates, 288 time-based analysis, 286 year-to-date calculation, 284 Tornado chart, 397 Tree maps, 382 background, 384 category labels, 384 data colors, 384 legend, 384 lock aspect, 384 title,

9 V Visualization-level filter, Visual-level filters, 402 adding filters, 403 automatic creation, 404 filtered chart, 404 Filters well, 402 Visuals, 387 aster plot, 394 bullet charts, 395 chord charts, 399 community agreement dialog, 391 custom visuals, 390 download dialog, 390 enable custom visuals, 393 filled maps, 379 formatting, 379 gauges, 385 elements, 385 gauge formatting, 386 histogram chart, 398 import confirmation dialog, 392 import visuals dialog, 391 maps bing maps, 372 in Power BI Desktop, 372, 376 map visuals, 371 Power BI visuals gallery, 388 radar charts, 394 Sankey diagram, 399 streamgraphs, 397 sunburst charts, 396 tornado chart, 397 tree maps, 382 using geographical data, 374 Country field and Town field, 376 data category, 376 word clouds, 396 W Waterfall chart, 354 Word clouds, 396 X, Y, Z XML files,

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