Power BI - Prepare the Data (Get Data From different data sources) Flashcards
How do you connect a data source
using the “Get Data” feature option in Power BI
How do you change data source settings
- In Power Query Editor, select the gear icon on a step (if you choose this option, you will have to do this for each query).
- In Power Query Editor on the Home tab select Data source settings
- In power BI Desktop on the home tab, select transform data, then select data source settings
What is a shared data set?
A dataset that has already been prepared and publised to Power BI Service
What are the benefits of a shared dataset?
- Ensures consistent data across multiple reports
- You aren’t copying data needlessly
- You can create a copy of an existing report and modify it (this takes less effort than starting from scratch)
What are the 3 types of storage modes?
Import, DirectQuery, and Dual
What is import mode?
The Import mode allows you to create a local Power BI copy of your datasets from your data source. You can use all Power BI service features with this storage mode, including Q&A and Quick Insights. However, data refreshes must be done manually. Import mode is the default for creating new Power BI reports.
What does DirectQuery allow for with respect to caching data and meeting security requirements?
The DirectQuery option is useful when you do not want to save local copies of your data because your data will not be cached. Instead, you can query the specific tables that you will need by using native Power BI queries, and the required data will be retrieved from the underlying data source. Using this model ensures that you are always viewing the most up-to-date data, and that all security requirements are satisfied.
How does DirectQuery help with large datasets?
This mode is suited for when you have large datasets to pull data from. Instead of slowing down performance by having to load large amounts of data into Power BI, you can use DirectQuery to create a connection to the source, solving data latency issues as well.
What does Dual Mode import allow you to do?
In Dual mode, you can identify some data to be directly imported and other data that must be queried. Any table that is brought into your report is a product of both Import and DirectQuery modes. Using the Dual mode allows Power BI to choose the most efficient form of data retrieval.
What is Connect Live?
Connect live is a new option in Azure Analysis Services. Azure Analysis Services uses the tabular model and DAX to build calculations, similar to Power BI. These models are compatible with one another. Using the Connect live option helps you keep the data and DAX calculations in their original location, without having to import them all into Power BI.
What is Azure Analysis Services?
Azure Analysis Services is an Azure product that allows you to ingest data from multiple data sources, build relationships between the data, and creates calculations on the data. The calculations are built using data analysis expressions (DAX). Azure Analysis Services is similar to the data modeling and storage technology in Power BI.
How getting data from Azure Analysis Services cubes similar to getting data from SQL Server?
Getting data from Azure Analysis Services cubes is similar to getting data from SQL Server, in that you can:
- Authenticate to the server.
- Pick the cube you want to use.
- Select which tables you need.
What are notable differences between Azure Analysis Services cubes and SQL Server?
Notable differences between Azure Analysis Services cubes and SQL Server are:
- Analysis Services cubes have calculations already in the cube, which will be discussed in more detail later.
- If you don’t need an entire table, you can query the data directly. Instead of using Transact-SQL (T-SQL) to query the data, like you would in SQL Server, you can use multi-dimensional expressions (MDX) or data analysis expressions (DAX).
How do you connect to data in Azure Analysis Services?
You use the Get data feature in Power BI Desktop. When you select Analysis Services, you are prompted for the server address and the database name with two options: Import and Connect live.
What does Azure Analysis Services allow you to do with respect to refresh schedules?
Azure Analysis Services can have a fast refresh schedule, which means that when data is refreshed in the service, Power BI reports will immediately be updated, without the need to initiate a Power BI refresh schedule. This process can improve the timeliness of the data in your report.
How is connect live similar to a relational database?
Similar to a relational database, you can choose the tables that you want to use. If you want to directly query the Azure Analysis Services model, you can use DAX or MDX.
What is an acceptable alternative with respect to importing the data that you want (from Excel, SQL Server, and so on) into the Azure Analysis Services model and using a live connection. What are the advantages of this alternative?
You will likely import the data directly into Power BI. An acceptable alternative is to import all other data that you want (from Excel, SQL Server, and so on) into the Azure Analysis Services model and then use a live connection. Using this approach, the data modeling and DAX measures are all performed in one place, and it’s a much simpler and easier way to maintain your solution.
What are your options in the Navigator Window?
- You now have the option to select the Load button to automatically load your data into the Power BI model
- Transform Data button to launch the Power Query Editor, where you can review and
clean your data before loading it into the Power BI model.
How do you connect Power BI to a relational database?
You can use the Get data feature in Power BI Desktop and select the applicable option for your relational database. You select the SQL Server option.
What are the first steps when connecting your Power BI desktop tool to a SQL Server database?
The first step is to enter your database server name and a database name in the SQL Server database window. The two options in data connectivity mode are: Import (selected by default, recommended) and DirectQuery. Mostly, you select Import. Other advanced options are also available in the SQL Server database window
(SQL Database) After you have added your server and database names, you will be prompted to sign in with a username and password. You will have three sign-in options. What are they?
- Windows: Use your Windows account (Azure Active Directory credentials).
- Database: Use your database credentials. For instance, SQL Server has its own sign-in and authentication system that is sometimes used. If the database administrator gave you a unique sign-in to the database, you might need to enter those credentials on the Database tab.
- Microsoft account: Use your Microsoft account credentials. This option is often used for Azure services.
What do the load and transform tools allow you to do?
- Load: Automatically load your data into a Power BI model in its current state.
- Transform Data: Open your data in Microsoft Power Query, where you can perform actions such as deleting unnecessary rows or columns, grouping your data, removing errors, and many other data quality tasks.
How can you use SQL query to import data?
Another way you can import data is to write an SQL query to specify only the tables and columns that you need.
To write your SQL query, on the SQL Server database window, enter your server and database names, and then select the arrow next to Advanced options to expand this section and view your options. In the SQL statement box, write your query statement, and then select OK.
What are additional features of using the SQL Query?
You can also join different tables, run specific calculations, create logical statements, and filter data in your SQL query.