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CheatSheet PowerBI en v2

Power BI is a self-service business intelligence tool for processing and analyzing data. It has several key components, including Power BI Desktop, reports, data, models, and Power Query. Power Query uses connectors to fetch data from sources, which is then processed and stored in an in-memory database. The DAX language is used for data analysis and includes measures, calculated columns/tables, and expressions. Drill down functionality allows drilling into hierarchy levels in visuals. Power BI has different license types including free personal use, Pro for team collaboration, and Premium with additional features.
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0% found this document useful (0 votes)
1K views1 page

CheatSheet PowerBI en v2

Power BI is a self-service business intelligence tool for processing and analyzing data. It has several key components, including Power BI Desktop, reports, data, models, and Power Query. Power Query uses connectors to fetch data from sources, which is then processed and stored in an in-memory database. The DAX language is used for data analysis and includes measures, calculated columns/tables, and expressions. Drill down functionality allows drilling into hierarchy levels in visuals. Power BI has different license types including free personal use, Pro for team collaboration, and Premium with additional features.
Copyright
© © All Rights Reserved
We take content rights seriously. If you suspect this is your content, claim it here.
Available Formats
Download as PDF, TXT or read online on Scribd
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OVERVIEW

What is Power BI? Power Query DAX Drill Down License


Works with data fetched from data sources using Language developed for data analysis. It enables the The Visual that supports the embedding of hierarchies Per-user License
"It is Microsoft’s Self-Service Business connectors. This data is then processed at the Power enables drilling down to the embedded hierarchy’s › Free—Can be obtained for any Microsoft work or school
creation of the following objects using expressions:
Intelligence tool for processing and BI app level and stored to an in-memory database in › Measures individual levels using the following symbols: email account. Intended
for personal use. Users with this license can only
analyzing data." the program background. This means that data is not › Calculated Columns
use the personal workspace. They cannot share
processed at the source level. The basic unit in Power › Calculated Tables Drill up to a higher-level hierarchy or consume shared content.
Query is query, which means one sequence Each expression starts with the = sign, followed
Components consisting of steps. A step is a data command that by links to tables/columns/functions/measures and Drill down to a specific field
"If it is not available in Premium workspace"
› Pro—It is associated with a work/school account priced at
dictates what should happen to the data when it is operators. The following operators are supported: €8.40 per month or it is included in the E5 license. Intended for
› Power BI Desktop—Desktop application › Arithmetic { + , - , / , * , ^ } Drill down to the next level in the hierarchy team collaboration. Let's users access team workspaces,
loaded into Power BI. The basic definition of each › Comparison { = , == , > , < , >= , <= , <> }
› Report—Multi-page canvas visible to end users. It serves consume shared content, and use apps.
for the placement of visuals, buttons, images, slicers, etc.
step is based on its use: › Text concatenation { & , && , II , IN } Expand next-level hierarchy › Premium per User – Includes all Power BI Pro license
› Data—Preview pane for data loaded into a model. › Connecting data—Each query begins with a function that › Precedence { ( , ) } capabilities, and adds features such as paginated reports, AI,
› Model—Editable scheme of relationships between tables in provides data for the subsequent steps. E.g., data can be Operators and functions require that all greater frequency for refresh rate, XMLA endpoint and other
loaded from Excel, SQL database, SharePoint etc. Connection
a model. Pages can be used in a model for easier navigation.
› Power Query—A tool for connecting, transforming,
steps can also be used later.
values/columns used are of the same data type
or of a type that can be freely converted; such
Tooltip/Custom Tooltip capabilities that are only available to Premium subscribers.
Per-tenant License
› Transforming data—Steps that modify the structure of the › Premium—Premium is set
and combining data. data. These steps include features such as Pivot Column, as a date or a number.
"Apart from the standard version, there is
› Tooltip —A default detail preview pane which up for individual workspaces. 0 to N workspaces
converting columns to rows, grouping data, splitting columns, appears above a visual when you hover over its values. can be used with a single version of this license. It provides
also a version for Report Server." removing columns, etc. Transformation steps are necessary in dedicated server computing power based
› Power BI Service—A cloud service enabling access
to, and sharing and administration of, output data.
order to clean data from not entirely clean data sources.
› Combining data—Data split into multiple source files needs Visualization on license type: P1, P2, P3, P4*, P5*. It offers more space for
datasets, extended metrics for individual workspaces,
› Workspace—There are three types of workspaces: to be combined so that it can be analyzed in bulk. Functions managed consumption of dedicated capacity, linking of Azure
include merging queries and appending queries. Visualizations or visuals let you present data in › Custom Tooltip —A custom tooltip is a custom- AI features with datasets, and access for users with Free
Personal, Team, and Develop a template app. They serve
as storage and enable controlled access to output data.
› Merge queries—This function merges queries based on the selected various graphical forms, from graphs to tables, designed report page identified as descriptive. licenses to shared
key. The primary query then contains a column which can be used to
› Dashboard—A space consisting of tiles in which visuals and extract data from a secondary query. Supports typical join types: maps, and values. Some visuals are linked to other When you hover over visual, a page appears content. Prices start at €4,212.30.
report pages are stored.* services outside Power BI, such as Power Apps. with content filtered based on criteria specified
*Only available upon special request. Intended for models larger than
100GB.
› Report—A report of pages containing visuals.*
› Worksheet—A published Excel worksheet. Can be used
by the value in the visual. › Embedded—Supports embedding dashboards and reports
in custom apps.
as a tile on a dashboard. › Report Server—Included in Premium or SQL Server Enterprise licenses.
› Dataset—A published sequence for fetching and
transforming data from Power BI Desktop. › Append query—Places the resulting data from one or more selected

Administration
queries under the primary query. In this case, data is placed in columns
› Dataflow—Online Power Query representing
with names that are an exact match. Non-matching columns form new
a special dataset outside of Power BI Desktop.* columns with a unique name in the primary query.
› Application—A single location combining one
In addition to basic visuals, Power BI supports › Use metrics—Usage metrics let you monitor Power BI usage
or more reports or dashboards.* › Custom function—A query intended to apply a pre-defined sequence of creating custom visuals. Custom visuals can be for your organization.
› Admin portal—Administration portal that lets you configure
Drill-through
steps so that the author does not need to create them repeatedly. The › Users—The Users tab provides a link to the Microsoft 365 admin center.
capacities, permissions, and capabilities for individual users custom function can also accept input data (values, sheets, etc.) to be used added using a file import or from a free Marketplace › Audit logs—The Audit logs tab provides a link to the Security &
and workspaces. in the sequence. offering certified and non-certified visuals. Compliance center.
› Parameter—Values independent of datasets. These values can then be › Tenant settings—Tenant settings enable fine-grained control over
*Can be created and edited in the Power BI Service Certification is optional, but it verifies whether, Drill-through lets you pass from a data overview
used in queries. Values enable the quick editing of a model because they features made available to your organization. It controls which features
environment. can be changed in the Power BI Service environment. among other things, a visual accesses external visual to a page with specific details. The target will be enabled or disabled and for which users and groups.
› Data Gateway—On-premises data gateway that lets you services and resources. page is displayed with all the applied filters affecting › Capacity settings—The Power BI Premium tab enables you to
transport data from an internal network or a custom device
to the Power BI Service.
Dataflow the value from which the drill-through originated.
manage any Power BI Premium and Embedded capacities.
› Embed codes—You can view the embed codes that are generated for
your tenant to share reports publicly. You can also revoke or delete codes.
› Power BI Mobile—Mobile app for viewing reports. Mobile
view is applied, if it exists, otherwise the desktop view is used.
The basic unit is a table or Entity consisting of Themes › Organization visuals—You can control which type of Power BI visuals
users can access across the organization.
› Report Server—On-premises version of Power BI Service.
columns or Fields. Just like Queries in Power › Azure connections—You can control workspace-level storage
› Report Builder—A tool for creating page reports. Query, Entities in Dataflows consist of sequences Serves as a single location for configuring all native permissions for Azure Data Lake Gen 2.
of steps. The result of such steps is stored in native › Workspaces—You can view the workspaces that exist in your tenant
graphical settings for visuals and pages. on the Workspaces tab.
Built-in and additional Azure Data Lake Gen 2.
"You can connect a custom Data Lake
› Custom branding—You can customize the look of Power BI for your
whole organization.
languages where the data will be stored." › Protection metrics—The report shows how sensitivity labels help
protect your content.
There are three types of entities: › Featured content—You can manage all the content promoted in the
By default, you can choose from 19 predefined
Built-in languages › Standard entity—It only works with data fetched directly Featured section.
› M/Query Language—Lets you transform data from a data source or with data from non-stored entities themes. Custom themes can be added.
Bookmarks
in Power Query.
› DAX (Data Analysis Expressions)—Lets you define custom
within the same dataflow.
Computed entity*—It uses data from another stored entity
A custom theme can be applied in two different ways:
› Modification of an existing theme—A native window that Bookmarks capture the currently configured view or a
External Tools
calculated tables, columns, and measures in Power BI Desktop. within the same dataflow. lets you modify a theme directly in the Power BI environment. report page visual. Later, you can go back to that state
"Both languages are natively available in Power BI, › Importing a JSON file—Any file you create only defines the They simplify the use of Power BI and extend the
› Linked entity*—Uses data from an entity located in another by selecting the saved bookmark. Setting options:
which eliminates the need to install anything." formatting that should change. Everything else remains the
› Data—Stores filters, applied sort order in visuals and slicers. capabilities offered in Power BI. These tools are
dataflow. If data in the original entity is updated, same. The advantage of this approach is that you can
the new data is directly passed to all By selecting the bookmark, you can re-apply the corresponding mostly developed by the community. Recommended
Additional languages customize any single visual.
settings. external tools:
› Python—Lets you fetch data and create visuals. linked entities.
*Can only be used in a dedicated Power BI Premium workspace. › Display—Stores the state of the display for visuals and › Tabular Editor
Requires installation of the Python language on your "The resulting theme can be exported in the JSON format and report elements (buttons, images, etc.). By selecting the › DAX studio
computer and enabling Python scripting. used in any report without the need to create a theme from
"It supports custom functions as well as parameters." bookmark, you can go back to the previously stored state
› R—Lets you fetch and transform data and create visuals. scratch." of the display. › ALM Toolkit
Requires installation of the R language on your computer
› Current page—Stores the currently displayed page. By › VertiPaq Analyzer
and enabling R scripting.
selecting the bookmark, you can go back the to stored page.

JAK NA POWER POWER BI CHEATSHEET

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