Power BI Flashcards
Parts/elements of Power BI
1) Power BI Desktop - Microsoft windows desktop application (create)
2) Power BI Service - online SaaS (share)
3) Mobile Power BI Apps for Windows, iOS and Android. (consume)
Building Blocks of Power BI
1) Visualizations / visual
2) Datasets
3) Reports
4) Dashboards
5) Tiles
Views in Power BI Desktop
RDM
1) Report
2) Data
3) Model
Datasets
1) Collection of data that Power BI uses to create its visualizations.
2) Can be single table or combination of different data sources, which you can filter and combine to provide a unique collection of data (dataset) for use in Power BI.
3) For example, you can create a dataset from three database fields, one website table, an Excel table, and online results of an email marketing campaign. That unique combination is still considered a single dataset, even though it was pulled together from many different sources.
Report
1) collection of visualizations that appear together on one or more pages.
2) a report in Power BI is a collection of items that are related to each other.
Dashboard
When you’re ready to share a single page from a report, or a collection of visualizations, you create a dashboard
Tile
1) In Power BI, a tile is a single visualization on a report or a dashboard.
2) It’s the rectangular box that holds an individual visual
3) When you’re viewing, or consuming, a dashboard or report—which means you’re not the creator or owner, but the report or dashboard has been shared with you—you can interact with it, but you can’t change the size of the tiles or their arrangement.
4) After a visual has been pinned to a dashboard, it’s called a tile.
5) Can also pin tiles from one dashboard to another.
App
1) is a collection of preset, ready-made visuals and reports that are shared with an entire organization.
Make sure the data is formatted as table.
For Power BI to import data from your workbook, that data needs to be formatted as a table
Power Query Editor
can help you shape and transform data so that it’s ready for your models and visualizations.
Uses M Language
Append Queries
add data from a new table to an existing query.
Merge Queries
Additional columns. Power BI pulls data that you select from multiple tables or various files into a single table.
Measures
1) Measures are defined calculations on your data that are performed at the time of your query.
2) Measures are calculated as you interact with your reports and aren’t stored in your database.
3) From the Formula bar, you can enter the DAX expression that defines your measure.
4) Measures integrate seamlessly with slicers, segmenting your data on the fly, which means that you can define a measure once and then use it in many different visualizations
Calculated tables
1) calculated tables provide intermediate calculations and data that you want stored as part of the model rather than as part of a query.
2) You can use calculated tables, for example, to cross join two tables.
3) After the new table has been created, you can use your calculated table as you would any other table in relationships, formulas, and reports.
Slicer
is an “on-canvas” visual filter that allows report users to segment the data by a specific value
Share reports
Anyone whom you share a dashboard with can see and interact with it exactly as you do. However, they have read-only access to the underlying reports, and they have no access to the underlying datasets.
Share and Collaborate with Power BI
Power BI offers various ways of sharing and collaborating with colleagues on your dashboards, reports, and datasets including:
1) Publish your reports from Power BI Desktop to the Power BI service.
* Power BI packages your report and data, including visualizations, queries, and custom measures, and uploads them to the Power BI service.
2) Create Apps that package a dashboard, report, and dataset to send to your colleagues, who can use the content pack as a starting point and further enhance it.
3) Create Groups, which you can use as a security model to identify a subset of users who have access to dashboards, reports, and datasets that you create.
4) Publish to the web so that live reports can be embedded in a webpage.
extension for Power BI Reports
.pbix
Ways to share dashboard
1) email address
2) distribution list
3) security group
4) Microsoft 365 group
* you can also share a dashboard from the Power BI mobile apps.
* Use a security group, not a distribution group, to share with a group that includes people with external email addresses
Power BI Alert
can be added to KPI, Gauge and card visuals.
Security roles needed by user ‘Power Apps Checker’ for Solution checker
Export Customizations
Solution Checker
The application user for solution checker requires an access mode of ‘Non-Interactive’ or ‘Read-Write’
2 options when you are updating the solutions that you’ll be deploying as managed solutions
Patch: A patch is a minor change or bug fix for a solution. (same major and minor number, a higher build or revision number than parent solution version number)
major.minor.build.revision
Clone: A clone is a new major version of the solution. Cloning a solution doesn’t create a copy of the solution; it rolls up all the patches in the solution and creates a new version of the solution ~(can only set major and minor numbers)
