Design and implement role-playing dimensions In some cases, there may be more than one way to filter a fact table by a dimension. In the Wide World Importers example, the Sale table has two date columns: Invoice Date Key and Delivery Date Key, both of which can be related to the Date column from the […]
Choose an appropriate visualization type Besides the Table and Matrix visuals, which we used earlier in the book, Power BI offers over 30 built-in visuals. You can see a fragment of the Visualizations pane in Figure 3-1. FIGURE 3-1 Standard visuals in Power BI. In this section, we review the visuals and show you how […]
Define a relationship’s cardinality and cross-filter direction In the previous section, we looked at how you create relationships between tables. In this section, we review the concepts of cardinality and cross-filter direction of relationships. You can edit a relationship by double-clicking it in the Model view. For example, in Figure 2-4 you can see the […]
Funnel The funnel chart is like a bar chart with bars centered, and it has three field wells: When you hover over a categorical item in a funnel chart, you see a tooltip with the proportion that category makes up of the first and previous items. It also shows the size of the last item […]
Pie and donut charts The pie chart and the donut chart are the same except the latter has empty space in the middle. Both charts have the same four field wells: When hovering over a slice, you’ll see the proportion it makes up. You can see both pie and donut charts in Figure 3-9, with […]
Create hierarchies Power BI allows you to group columns into hierarchies, which you can then use in visuals. In our Wide World Importers example, you can create a geographical hierarchy as follows: Go to the Model view. Right-click the Sales Territory column in the City table. Select Create hierarchy. Double-click the newly created hierarchy and […]
Create calculated columns Calculated columns are columns you create by using DAX. Similar to calculated tables, calculated columns can only use the data already loaded into the model or new data generated by DAX, and they don’t appear in Power Query Editor because they are generated after the data has been loaded into the model. […]
Viewing as roles in Power BI Desktop In Power BI Desktop, you can check what the users with specific roles will see even before you publish your report to the Power BI service and assign users to roles. For this, once you have at least one role defined, select View as on the Modeling ribbon […]
Dynamic row-level security The roles we’ve created so far have been static, which means that all users within a role will see the same data. If you have many rules that specify how you should secure your data, this approach may mean you have to create a number of roles as well as update the […]
Skill 2.3: Create model calculations by using DAX You used some DAX earlier in the chapter to create calculated tables and calculated columns as well as configure row-level security. In practice, DAX is most often used to create measures in Power BI. Writing your own formulas is an important skill that allows you to perform […]
