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
http://www.apress.com/9781484218044.
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
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.

Images
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 501

A. Aspin, Pro Power BI Desktop, DOI 10.1007/978-1-4842-1805-1
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: http://www.microsoft.com/en-in/download/details.aspx?id=42299&WT.
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
Index




A enhancing charts, 361
aspect ratio, 367
Analysis Services database, 502 axis modification, 365
Appending data, 156 chart background, 364
Applied Steps list, 84 chart borders, 367
Aster plots, 394 data colors, 365
data labels, 363–364



B legends, 361
titles, 363
Background images funnel charts, 344
adding, 459 line charts, 339
charts, 460 modification, 337
free-form images, 461 multiple data values, 345
uses of, 459 introductory line chart, 347
Bubble charts, 352, 368 stacked bar chart, 347
Bullet charts, 395 pie charts, 339
scatter charts



C description, 350
flattened hierarchies, 351
Calculated columns, 138 stacked column and bar charts, 348
Calendar popup, 414 waterfall charts, 354
CarSalesData database, 502 Cherry-pick techniques, 205
Charts, 333, 357 Chord chart, 399
adjustments Column charts, 338
element sorting, 342–343 CSV files, 44
repositioning charts, 342 definition, 46
resizing charts, 341 Power BI Desktop file dialog, 45
bar chart Custom columns, 138
after resize, 334
creation, 334
Fields list, 335 


D
in visualizations pane, 334 Dashboard enhancement
bubble charts, 352, 368 adding hyperlink, 454
column charts, 338 adding text boxes, 451
deletion, 337 deleting text boxes, 454
Donut charts, 344 formatting text boxes, 452
drill down, 360 images, 455
dual-axis charts, 355 moving text boxes, 452
line and stacked column chart, 356 page background color, 454
list and clustered column chart, 355 removing hyperlink, 454

© Adam Aspin 2016 503

A. Aspin, Pro Power BI Desktop, DOI 10.1007/978-1-4842-1805-1
■ INDEX

Dashboard enhancement (cont.) transformation process, 164

shapes adding a step, 167
built-in shapes, 461 altering process, 167
formatting, 462 delete step, 166
pop-up, 462 error records, 168
removing, 465 modification, 165
standardizing, 465 removing errors, 168
visuals, 465 rename, 165
alignment, 467 sequencing, 167
distribution, 468 Data modeling, Power BI Desktop, 176
layering, 466 Data modification, 79
Data analysis, 267 Data transformation, 79
date/time-based calculations, 267 dataset shaping, 91
time intelligence, 276 merging columns, 93
Data cleansing, 109 removing columns, 93
filling down, 123 removing duplicate records, 99
full record view, 109 removing records, 96
grouping records, 126 renaming columns, 91
Power BI Desktop Query reordering columns, 92
Editor context menus, 110 row order reversal, 101
column content sorting data, 100
transformation, 115 filtering data, 101, 105
data type changes, 111 date and time ranges, 104
data types detection, 113 elements, 102
first row as headers, 125 numeric ranges, 104
replacing values, 113 text ranges, 103
Data mashup values, 101
appending data, 156 power BI Desktop data transformation, 80
identical structures, 156 Date table
multiple text files, 157 CALENDAR() function, 281
custom columns, 138 to data model, 282
data structures, 161 DateDimension table, 280
pivoting tables, 163 DAX formulas, 278
transposing rows requirements, 277
and columns, 164 Sort By columns, 280
unpivoting tables, 161 Date/time-based calculations, 267
duplicating columns, 133 age of cars sold, 273
extending datasets, 131–132 custom Date formats, 271
index columns, 140 DATEDIFF() function, 274
joining datasets, 131 date table creation, 277
merging columns, 137 DAX Date and Time functions, 269–270
merging data, 142 FORMAT() function, 271
pending changes alert, 173 intervals, 275
pivoting and unpivoting data, 131 NOW() function, 273
Power BI Desktop Query Editor, 174 PARALLELPERIOD() function, 296
Power BI Desktop view ribbon, 132 Predefined Date formats, 272
query management, 168 rolling aggregations, 298
add as new query, 171 with PreviousYearSales measure, 291
duplicating queries, 171 with YearOnYearDelta measure, 293
enable data load, 172 with YearOnYearDeltaPercent measure, 295
enable data refresh, 172 YEAR() and MONTH() DAX functions, 268
grouping queries, 169 DAX Comparison Operators, 228
organizing queries, 169 DAX Logical Operators, 236
referencing queries, 171 DAX Statistical Functions, 222
splitting columns, 133 Delimiter Split, 135

504
 ■ INDEX

Derived columns, 138

Donut charts, 344



H
Dual-axis charts, 355 Highlighting
line and stacked column chart, 356 in bubble charts, 442–443
list and clustered column chart, 355 cross-chart, 439–440, 442
definition, 438
remove, 439



E stacked bar chart of costs, 438–439
Extract, Transform, and Load (ETL), 35 Histograms chart, 398
Enterprise-grade relational databases, 53
database connection options, 56
databases, 58



I
security, 60 Images
server, 56 format, 459
SQL, 60 independent, 457
Microsoft SQL Database dialog, 53 navigation, 457
Navigator dialog, 55 in Power BI Desktop, 455
related group of tables, 55 remove, 458
SQL Server Database dialog access, 54 report backgrounds, 459
Excel file, 51 resize, 458
Extending datasets, 79 scaling, 459
sources, 456
Index columns, 140



F, G
Filled maps, 379
Filters, 401



J, K
advanced numeric filter options, 409 Joining datasets, 79
advanced text filters
Basic filtering, 417
Clear Filter, 416



L
filter options, 417 Line charts, 339
to text field, 415
(All) filter field, 406
annotation techniques, 426



M, N, O
boolean data types, 414 Map visuals
bubble chart, 445 bing maps, 372
charts, 444 types, 371
clearing filters, 407 Measures, data model, 239, 266
date and time data types, 410 advanced aggregations, 248
date and time filters, 411 basic aggregations, 241
date filter options, 414 calculation options, 266
filter hierarchy, 425 complex filters
modification, 405 CALCULATE() function, 256
multiple filters, 419 multiple filters, 257
numeric data types, 407 cross-table measures, 245
filter options, 409 DAX, AVERAGEX() function, 249
logical filter options, 409 filter context, 251–252
range-filter mode, 408 FILTER() function, 263
page-level filters, 419 filters, 252
precautions, 425 numeric filters, 254
remove filters, 421 text filters, 253
report-level filters, 420 iterative functions, 250
visual-level filters, 402 multiple measures, 243
Formula language, 205 number of cars sold, 239
Funnel charts, 344 percentage calculation, 258

505
■ INDEX

Measures, data model (cont.) gateways, 494

ALLEXCEPT() function, 262 adhoc data refresh, 498
ALL() function, 259 configuration, 498
ALLSELECTED() function, 261 download, 495
discard filters, 260 installation, 495
query context, 251 scheduled data refresh, 499
RANKX() function, 265 warnings and alerts dialog, 496
row context, 251 Power BI Desktop files, 475
Merging columns, 137 adding files, 477
Merging data sign-in, 476
adding reference, 143, 145 publishing reports, 471–472
aggregate data, 142, 145, 148 reports, 478, 489
expand and aggregate buttons, 154 on Tablet devices, 491
individual query, 142 Power BI desktop, 16
joins connection security, 75
correct and incorrect, 152 dashboards, 10, 28, 187
datasets, 152 data category options, 187
data tables, 153 default summarization, 188
on multiple columns, 150 Get Data dialog, 11
types, 149–150 Navigator dialog, 13
look up data, 142 power, 10
Microsoft access databases, 52 report window, 14
Microsoft SQL Server Analysis simplicity, 10
Services Database, 63 sort by columns, 189
analysis services data sources, 66 Windows Open File dialog, 12
Add Items, 66 data loading, 40
Collapse Columns, 68 CSV files, 44, 46
attributes and measures selection, 65 Excel file, 51
credentials dialog, 64 Microsoft Access databases, 52
Multidimensional/Tabular model, 63 text files, 47
Microsoft SQL Server Analysis Services tabular web pages, 40
database, 68 XML files, 49
Microsoft’s Self-Service Business data load process, 14
Intelligence solution, 2 Navigator Data Preview, 15
dashboards and reports, 2–3 Navigator window, 15
import data, 2 data modeling, 176
model data, 3 data modification, 16
Power BI Desktop file, 3 data sources, 36, 71
Multiple filters, 419 Azure, 38
databases, 37
file, 37



P, Q less corporate, 39
Page-level filters, 419 data types, 183
Pie charts, 339 data view ribbons, 177
PowerBI.com, 471 Home ribbon, 177
dashboards, 479 Modeling ribbon, 177
adding tiles, 480 description, 35
creation, 479 Extract Transform Load, 35
deleting tiles, 482 formatting options, 184
export data, 484 currency formats, 184–185
modify, 483–484 import excel and power view items, 31
pinning a tile, 484 installation
print, 487 download page, 4
save report dialog, 490 download selection page, 5
sharing, 488 installation progress dialog, 8

506
 ■ INDEX

requirements, 4 Fields pane, 18

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

507
■ INDEX

Power BI Desktop Query Editor (cont.) Delimiter, 134–135

ribbons, 85 number of characters, 136
Add Column ribbon, 89 Streamgraph, 397
Home ribbon, 86 Sunburst charts, 396
Transform ribbon, 87
View ribbon, 90
Power BI Desktop Query Editor context menus, 110 


T, U
changing data types, 111 Text-based visualizations
column content transformation, 115 cards, 324
date transformation, 120 display units, 328
duration data, 122 formatting, 325
filling down, 123 multirow cards, 328, 330
leading and trailing spaces removal, 116 data types, 308
number calculation, 118 text fields,
number transformations, 117 pop-up menu, 308
text transformation, 115 matrix
time transformation, 121 column matrix, 322
data types detection, 113 row matrix, 319
first row as headers, 125 sort data, 323
replacing values, 113 Power BI Desktop dashboards, 302
Power BI Desktop view ribbon, 132 table granularity, 318
tables, 302
background modification, 315



R borders, 316
Radar charts, 394 column order, 307
Report-level filters, 420 column sorting, 317
column width, 312
copy tables, 306



S delete tables, 305
Sample data, 501–502 Fields list, 304
Sankey diagram, 399 font sizes, 312
Scatter charts formatting options, 313
description, 350 for sales per client, 303
flattened hierarchies, 351 number formatting, 312
Slicers removing columns, 307
add, 430 resize, 306
apply, 431 Row totals, 309
characteristics, 429 switching visuals, 331
charts, 436–438 Text files, 47–48
column and bar charts, 446 Threshold selector, 408
highlighting, 438 Time intelligence, 267, 276, 284
clear, 432 CALCULATE() function, 290
delete, 432 month-to-date calculation, 284
description, 429 quarter-to-date calculation, 284
element selection, 434 range of dates, 288
header, 435 time-based analysis, 286
interactive selection, 429 year-to-date calculation, 284
items, 435 Tornado chart, 397
modify, 432, 434 Tree maps, 382
orientation, 433 background, 384
setting X and Y coordinates, 435 category labels, 384
visual interactions, 448 data colors, 384
Splitting columns legend, 384
classic cases, 133 lock aspect, 384
custom columns, 138–139 title, 384

508
 ■ INDEX




V maps
bing maps, 372
Visualization-level filter, 417–418 in Power BI Desktop, 372, 376
Visual-level filters, 402 map visuals, 371
adding filters, 403 Power BI visuals gallery, 388
automatic creation, 404 radar charts, 394
filtered chart, 404 Sankey diagram, 399
Filters well, 402 streamgraphs, 397
Visuals, 387 sunburst charts, 396
aster plot, 394 tornado chart, 397
bullet charts, 395 tree maps, 382
chord charts, 399 using geographical data, 374
community agreement dialog, 391 Country field and Town field, 376
custom visuals, 390 data category, 376
download dialog, 390 word clouds, 396
enable custom visuals, 393
filled maps, 379
formatting, 379 


W
gauges, 385 Waterfall chart, 354
elements, 385 Word clouds, 396
gauge formatting, 386
histogram chart, 398
import confirmation dialog, 392 


X, Y, Z
import visuals dialog, 391 XML files, 49–50

509