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Transitioning to
Microsoft Power
Platform
An Excel User Guide
to Building Integrated Cloud
Applications in Power BI, Power
Apps, and Power Automate
David Ding
Transitioning to Microsoft Power Platform: An Excel User Guide to
Building Integrated Cloud Applications in Power BI, Power Apps,
and Power Automate
David Ding
Sydney, NSW, Australia
Introduction���������������������������������������������������������������������������������������xix
v
Table of Contents
vi
Table of Contents
Mini-Hackathon�������������������������������������������������������������������������������������������������112
Hackathon Data�������������������������������������������������������������������������������������������113
Objectives����������������������������������������������������������������������������������������������������113
Time Limit����������������������������������������������������������������������������������������������������114
vii
Table of Contents
viii
Table of Contents
ix
Table of Contents
x
Table of Contents
xi
Table of Contents
xii
Table of Contents
Index�������������������������������������������������������������������������������������������������483
xiii
About the Author
David Ding is the director and lead consultant
of SDInnovation, a consulting company that
provides customized decision support and
training services to organizations across
multiple industries. David is a certified Power
BI developer with a master’s degree in data
science. Previously, David held multiple senior
business and technical positions. This book
is part of his mission to help everyone to get
better with data.
xv
About the Technical Reviewer
Fabio Claudio Ferracchiati is a senior consultant and analyst/developer
using Microsoft technologies. He works for Bluarancio (www.bluarancio.
com). He is a Microsoft Certified Solution Developer for .NET, a Microsoft
Certified Application Developer for .NET, a Microsoft Certified Professional,
and a prolific author and technical reviewer. Over the past ten years, he’s
written articles for Italian and international magazines and coauthored
more than ten books on a variety of computer topics.
xvii
Introduction
The self-service BI (business intelligence) movement in recent years
has vastly improved the capability of analysts in finance and front-line
businesses. The level of entry for Power BI is so low that everyone who
cares about data can start using it in a few days. Microsoft Power Platform
has further empowered everyone to build business applications and
automation solutions.
xix
Introduction
This book is for business and team leaders passionate about improving
decisions with available data but may be frustrated with the collaboration
process with some technical teams.
This book is also for university students willing to learn about one of
the most popular data platforms in 2023.
xx
Introduction
xxi
CHAPTER 1
2
Chapter 1 Power BI First Report
Note Let’s start with a basic example and progress quickly into
more practical and in-depth scenarios. Check out Microsoft’s tour
if you want more time with the basics; visit https://docs.
microsoft.com/en-us/power-bi/fundamentals/desktop-
getting-started.
This first chapter focuses on developing the first report. Before you
get into the development, you first gain some knowledge about Power BI
subscriptions and costs.
Business Scenario
When it comes to real-world challenges, understanding the why is often
more important than knowing the how. This is also true for learning; it is
much easier to absorb the how if you understand the importance of the
content. This book revolves around Kim’s career development at AWM
Bicycle Company Limited.
AWM is a US-based bike manufacturing business that produces bikes,
bike parts, clothes, and accessories. The business faces strong overseas
competition, local labor shortages, and high operational costs. After
careful market analysis, leaders in AWM decided to consolidate its product
lines to produce fewer items that better meet the evolving needs of most
cyclists. Figure 1-2 shows AWM’s organizational structure.
3
Chapter 1 Power BI First Report
4
Chapter 1 Power BI First Report
5
Chapter 1 Power BI First Report
6
Chapter 1 Power BI First Report
7
Chapter 1 Power BI First Report
The technology team generated the data sitting behind the chart. It
is in the file02 monthly product sales data.csv exercise file. The following
describes the monthly process.
8
Chapter 1 Power BI First Report
Report Building
Replicating Excel reports is a good place to start with Power BI report.
There are two main reasons.
Once Power BI is installed, you can build desktop reports. Figure 1-5
shows that connecting to some data is the first step.
9
Chapter 1 Power BI First Report
You can then load the data, as shown in the following steps and
Figure 1-6.
1. Select Text/CSV.
3. Select Load.
10
Chapter 1 Power BI First Report
Now that the data has been loaded into Power BI, note the different
functional areas of Power BI Desktop, as described next and illustrated in
Figure 1-7.
11
Chapter 1 Power BI First Report
12
Chapter 1 Power BI First Report
Add Slicers
You can add the slicers using the following steps, as illustrated in
Figure 1-10.
13
Chapter 1 Power BI First Report
14
Chapter 1 Power BI First Report
5. Select SalesMonth.
15
Chapter 1 Power BI First Report
16
Chapter 1 Power BI First Report
Congratulations, you have now replicated all elements from the Excel
report. One of the main strengths of Power BI over Excel is its dynamic and
interactive nature. You can click different sessions in the visual and see
how it causes other parts of the report to change.
17
Chapter 1 Power BI First Report
The following steps replace a line chart with a stacked column chart, as
illustrated in Figure 1-14.
2. Go to Format visual.
18
Chapter 1 Power BI First Report
19
Chapter 1 Power BI First Report
20
Chapter 1 Power BI First Report
These simple changes make the report look more professional. The
change can be seen in Figure 1-18.
21
Chapter 1 Power BI First Report
Conclusion
Congratulations on developing your first Power BI report! In this chapter,
you learned about two main knowledge areas in Power BI.
• Power BI subscriptions and the associated costs
22
CHAPTER 2
Power BI Core
Components
This chapter uncovers the three key components of Power BI Desktop:
Power Query, data models, and Data Analysis Express (DAX). Each
component performs a critical aspect in the data analysis. Many reports
developer overly focus on DAX and neglects the importance of Power
Query and data models. This often results in overcomplicated and
unpredictable DAX. This chapter explores the following.
Business Scenario
After the initial success of the Sales Dashboard migration in Power BI. Milo
has asked Kim to push the report one step further by including the product
cost data. This dataset is useful for understanding both the cost and margin
calculations.
The product cost data is in the file03productcostdata.csv exercise file.
24
Chapter 2 Power BI Core Components
25
Chapter 2 Power BI Core Components
Figure 2-4 shows that there are three transformation steps. If you click
through each step, you can see the formula.
1. Source = Csv.Document(File.Contents(“E:\
folder…\monthly product sales data.
csv”),[Delimiter=“,”, Columns=12, Encoding=65001,
QuoteStyle=QuoteStyle.None])
26
Chapter 2 Power BI Core Components
27
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Language: Finnish
Toim.
Elias Lönnrot
Imprimatur: H. Widenius.
MEHILÄINEN. W. 1840.
Tammikuulta.
MUUALTA LÄHETETTY.
Mehiläisen toimittaja.
KAIKENLAISIA.
Pilvien suuruudesta.
Maanviljeliöille.
Sateen paljoudesta.
Inka.
Elsa.
Kaisa.
Anni.
Leena.
Sanna.
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