From aa67f19c6a7daf5486757a467b8c135b300f0196 Mon Sep 17 00:00:00 2001 From: nilbuild <4921183+nilbuild@users.noreply.github.com> Date: Mon, 3 Aug 2026 20:49:51 +0000 Subject: [PATCH] chore: sync content to repo --- .../content/access-control@TB7tcRXwbvJ16fV6BHXPt.md | 2 +- .../content/accessibility@Qido2kFzf3UoW3LLu3QT-.md | 10 ++++++++-- .../content/advanced-dax@4j2CBBcLxNnE060LMnDTc.md | 10 ++++++++-- .../content/advanced-editor@U8ZpXzVc0xFZ-A74a_yuZ.md | 9 +++++++-- .../advanced-visuals@js9MnMCVPoWWb9wLf_csS.md | 2 +- .../aggregation-functions@LCVPHuTjQ4zTi0tT77h9y.md | 10 ++++++++-- .../content/aggregations@KeyKztPuGQrZpG4WR3VOX.md | 10 ++++++++-- .../power-bi/content/apis@HWj-k3pc5_80dk793CVnX.md | 9 +++++++-- .../appending-tables@w0p5SoSn4_YGeARz7Ll0O.md | 9 +++++++-- .../content/applied-steps@Jys8-vqPreAJwjDUWqqNF.md | 10 ++++++++-- .../power-bi/content/apps@Y2k8hmM3HVhNx-_UB9fOz.md | 10 ++++++++-- .../content/audit-logs@JnFJK_sqz710ANX_gwzjZ.md | 2 +- 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roadmaps/power-bi/content/context--filtering@l-vk3xwURU8AOHoGlu0iT.md create mode 100644 roadmaps/power-bi/content/formatting--filtering@OSDmzLdt4rdVU2TFKazh1.md create mode 100644 roadmaps/power-bi/content/publishing--sharing@rVwlH4DTClyXbTewOdmn3.md diff --git a/roadmaps/power-bi/content/access-control@TB7tcRXwbvJ16fV6BHXPt.md b/roadmaps/power-bi/content/access-control@TB7tcRXwbvJ16fV6BHXPt.md index acae6ebdc..0aa4ab0c3 100644 --- a/roadmaps/power-bi/content/access-control@TB7tcRXwbvJ16fV6BHXPt.md +++ b/roadmaps/power-bi/content/access-control@TB7tcRXwbvJ16fV6BHXPt.md @@ -1,3 +1,3 @@ # Access Control - + Access control covers the mechanisms that determine who can see or interact with specific data and content in Power BI, spanning row-level security, object-level security, and workspace roles. It works at multiple levels, from restricting entire reports to filtering which rows a specific user can see within the same report. Proper access control is essential once Power BI content contains sensitive or role-specific data. \ No newline at end of file diff --git a/roadmaps/power-bi/content/accessibility@Qido2kFzf3UoW3LLu3QT-.md b/roadmaps/power-bi/content/accessibility@Qido2kFzf3UoW3LLu3QT-.md index 544fcc679..cbc369228 100644 --- a/roadmaps/power-bi/content/accessibility@Qido2kFzf3UoW3LLu3QT-.md +++ b/roadmaps/power-bi/content/accessibility@Qido2kFzf3UoW3LLu3QT-.md @@ -1,3 +1,9 @@ # Accessibility - -Accessibility in Power BI covers making reports usable for people with visual, motor, or cognitive impairments, including features like keyboard navigation, screen reader support, and color choices that work for color blindness. Report authors can add alt text to visuals and check contrast ratios to meet these needs. Building with accessibility in mind also tends to make reports clearer for all users, not just those with specific needs. \ No newline at end of file + +Accessibility in Power BI covers making reports usable for people with visual, motor, or cognitive impairments, including features like keyboard navigation, screen reader support, and color choices that work for color blindness. Report authors can add alt text to visuals and check contrast ratios to meet these needs. Building with accessibility in mind also tends to make reports clearer for all users, not just those with specific needs. + +Visit the following resources to learn more: + +- [@official@Overview of accessibility in Power BI](https://learn.microsoft.com/en-us/power-bi/create-reports/desktop-accessibility-overview) +- [@official@Design Power BI reports for accessibility](https://learn.microsoft.com/en-us/power-bi/create-reports/desktop-accessibility-creating-reports) +- [@video@Power BI Report Design for Maximum Accessibility](https://www.youtube.com/watch?v=gNCTjoCu6k4) \ No newline at end of file diff --git a/roadmaps/power-bi/content/advanced-dax@4j2CBBcLxNnE060LMnDTc.md b/roadmaps/power-bi/content/advanced-dax@4j2CBBcLxNnE060LMnDTc.md index 86495f72b..8a5335b2c 100644 --- a/roadmaps/power-bi/content/advanced-dax@4j2CBBcLxNnE060LMnDTc.md +++ b/roadmaps/power-bi/content/advanced-dax@4j2CBBcLxNnE060LMnDTc.md @@ -1,3 +1,9 @@ # Advanced DAX - -Advanced DAX covers techniques beyond the core functions, such as quick measures, field parameters, visual calculations, and calculation groups, which solve more specialized reporting problems. These features often exist to reduce the amount of manual DAX needed for common but complex patterns. They are typically introduced only after the fundamentals of context and filtering are solid. \ No newline at end of file + +Advanced DAX covers techniques beyond the core functions, such as quick measures, field parameters, visual calculations, and calculation groups, which solve more specialized reporting problems. These features often exist to reduce the amount of manual DAX needed for common but complex patterns. They are typically introduced only after the fundamentals of context and filtering are solid. + +Visit the following resources to learn more: + +- [@article@20 Advanced DAX Secrets For Supercharging Data Models Like A Pro](https://www.sigmacomputing.com/blog/advanced-data-analysis-expressions-dax) +- [@article@Deep dive into advanced DAX and semantic model concepts](https://www.sqlbi.com/deepdive/) +- [@video@Advanced DAX Tutorial](https://www.youtube.com/playlist?list=PLJH3IJAeLguKvY8Ll6tqBSHTH2MDI3CrI) \ No newline at end of file diff --git a/roadmaps/power-bi/content/advanced-editor@U8ZpXzVc0xFZ-A74a_yuZ.md b/roadmaps/power-bi/content/advanced-editor@U8ZpXzVc0xFZ-A74a_yuZ.md index 47a341bd3..473467c52 100644 --- a/roadmaps/power-bi/content/advanced-editor@U8ZpXzVc0xFZ-A74a_yuZ.md +++ b/roadmaps/power-bi/content/advanced-editor@U8ZpXzVc0xFZ-A74a_yuZ.md @@ -1,3 +1,8 @@ # Advanced Editor - -The Advanced Editor is a text view in Power Query that shows and lets users directly edit the full M code behind a query. It is used to write custom logic, fix errors that the interface cannot show clearly, or copy queries between files. Changes made here update the applied steps shown in the standard interface. \ No newline at end of file + +The Advanced Editor is a text view in Power Query that shows and lets users directly edit the full M code behind a query. It is used to write custom logic, fix errors that the interface cannot show clearly, or copy queries between files. Changes made here update the applied steps shown in the standard interface. + +Visit the following resources to learn more: + +- [@official@Advanced Editor](https://learn.microsoft.com/en-us/power-bi/transform-model/desktop-query-overview#advanced-editor) +- [@video@Getting Started with the Power Query Advanced Editor & M CODE for Beginners](https://www.youtube.com/watch?v=gqPheAPEuH8) \ No newline at end of file diff --git a/roadmaps/power-bi/content/advanced-visuals@js9MnMCVPoWWb9wLf_csS.md b/roadmaps/power-bi/content/advanced-visuals@js9MnMCVPoWWb9wLf_csS.md index 069297c8d..05d114067 100644 --- a/roadmaps/power-bi/content/advanced-visuals@js9MnMCVPoWWb9wLf_csS.md +++ b/roadmaps/power-bi/content/advanced-visuals@js9MnMCVPoWWb9wLf_csS.md @@ -1,3 +1,3 @@ # Advanced Visuals - + Advanced visuals are analytical tools that go beyond standard charts, including the decomposition tree, key influencers, small multiples, and the Q&A visual, each aimed at deeper exploration of the data rather than simple presentation. They are often used for exploratory analysis rather than a fixed, polished dashboard. These visuals tend to have more configuration options than basic chart types. \ No newline at end of file diff --git a/roadmaps/power-bi/content/aggregation-functions@LCVPHuTjQ4zTi0tT77h9y.md b/roadmaps/power-bi/content/aggregation-functions@LCVPHuTjQ4zTi0tT77h9y.md index e8d110e2f..d7c868239 100644 --- a/roadmaps/power-bi/content/aggregation-functions@LCVPHuTjQ4zTi0tT77h9y.md +++ b/roadmaps/power-bi/content/aggregation-functions@LCVPHuTjQ4zTi0tT77h9y.md @@ -1,3 +1,9 @@ # Aggregation Functions - -Aggregation functions in DAX, such as SUM, AVERAGE, COUNT, and MIN, combine values across rows into a single number. They form the basis of most measures, often summing or averaging a column across whatever rows are visible given the current filter context. Many other DAX functions build on top of these basic aggregations. \ No newline at end of file + +Aggregation functions in DAX, such as SUM, AVERAGE, COUNT, and MIN, combine values across rows into a single number. They form the basis of most measures, often summing or averaging a column across whatever rows are visible given the current filter context. Many other DAX functions build on top of these basic aggregations. + +Visit the following resources to learn more: + +- [@official@Aggregation functions in DAX](https://learn.microsoft.com/en-us/dax/aggregation-functions-dax) +- [@article@Aggregation Functions](https://dax.guide/functions/aggregation/) +- [@video@DAX Aggregate Functions in Power BI](https://www.youtube.com/watch?v=MCWfdifGMpg) \ No newline at end of file diff --git a/roadmaps/power-bi/content/aggregations@KeyKztPuGQrZpG4WR3VOX.md b/roadmaps/power-bi/content/aggregations@KeyKztPuGQrZpG4WR3VOX.md index c10b35bff..ab3f5e300 100644 --- a/roadmaps/power-bi/content/aggregations@KeyKztPuGQrZpG4WR3VOX.md +++ b/roadmaps/power-bi/content/aggregations@KeyKztPuGQrZpG4WR3VOX.md @@ -1,3 +1,9 @@ # Aggregations - -Aggregations in Power BI store pre-summarized versions of a large, detailed table, allowing queries at high summary levels to hit the smaller aggregated table instead of the full detail. This speeds up report performance significantly for very large DirectQuery or Import datasets. Power BI can automatically detect when a query can use an aggregation table instead of the base table. \ No newline at end of file + +Aggregations in Power BI store pre-summarized versions of a large, detailed table, allowing queries at high summary levels to hit the smaller aggregated table instead of the full detail. This speeds up report performance significantly for very large DirectQuery or Import datasets. Power BI can automatically detect when a query can use an aggregation table instead of the base table. + +Visit the following resources to learn more: + +- [@official@User-defined aggregations](https://learn.microsoft.com/en-us/power-bi/transform-model/aggregations-advanced) +- [@article@Power BI Aggregations - The Ultimate Guide!](https://datamozart.substack.com/p/power-bi-aggregations-the-ultimate) +- [@video@The How and Why of Power BI Aggregations](https://www.youtube.com/watch?v=EhGF372t0sU) \ No newline at end of file diff --git a/roadmaps/power-bi/content/apis@HWj-k3pc5_80dk793CVnX.md b/roadmaps/power-bi/content/apis@HWj-k3pc5_80dk793CVnX.md index 2c714b8dd..13f82175e 100644 --- a/roadmaps/power-bi/content/apis@HWj-k3pc5_80dk793CVnX.md +++ b/roadmaps/power-bi/content/apis@HWj-k3pc5_80dk793CVnX.md @@ -1,3 +1,8 @@ # APIs - -Power BI can pull data from web APIs that return structured data, usually in JSON or XML format, using the web connector or custom M queries. This lets reports pull in live data from services that expose an API endpoint, such as internal systems or SaaS platforms. Authentication for APIs often needs API keys, OAuth, or other credentials configured in the connection settings. \ No newline at end of file + +Power BI can pull data from web APIs that return structured data, usually in JSON or XML format, using the web connector or custom M queries. This lets reports pull in live data from services that expose an API endpoint, such as internal systems or SaaS platforms. Authentication for APIs often needs API keys, OAuth, or other credentials configured in the connection settings. + +Visit the following resources to learn more: + +- [@article@How to Connect API to Power BI: Step-by-Step Guide 2026](https://blog.coupler.io/api-to-power-bi/) +- [@video@3 Ways to Connect API to Power BI with Pros & Cons 🔥3 Ways to Connect API to Power BI with Pros & Cons 🔥](https://www.youtube.com/watch?v=O5DiEDJAhgk) \ No newline at end of file diff --git a/roadmaps/power-bi/content/appending-tables@w0p5SoSn4_YGeARz7Ll0O.md b/roadmaps/power-bi/content/appending-tables@w0p5SoSn4_YGeARz7Ll0O.md index 9ca0c550f..31b8fc93c 100644 --- a/roadmaps/power-bi/content/appending-tables@w0p5SoSn4_YGeARz7Ll0O.md +++ b/roadmaps/power-bi/content/appending-tables@w0p5SoSn4_YGeARz7Ll0O.md @@ -1,3 +1,8 @@ # Appending Tables - -Appending tables stacks two or more tables with matching columns on top of each other, combining their rows into a single table. It works like a union in SQL and is common when combining monthly files or data pulled from multiple similar sources into one query. Power Query handles column matching automatically when column names align, and flags mismatches when they don't. \ No newline at end of file + +Appending tables stacks two or more tables with matching columns on top of each other, combining their rows into a single table. It works like a union in SQL and is common when combining monthly files or data pulled from multiple similar sources into one query. Power Query handles column matching automatically when column names align, and flags mismatches when they don't. + +Visit the following resources to learn more: + +- [@official@Append queries](https://learn.microsoft.com/en-us/power-query/append-queries) +- [@video@MERGE and APPEND inside POWER QUERY in Power BI](https://www.youtube.com/watch?v=77POcNaCrcI) \ No newline at end of file diff --git a/roadmaps/power-bi/content/applied-steps@Jys8-vqPreAJwjDUWqqNF.md b/roadmaps/power-bi/content/applied-steps@Jys8-vqPreAJwjDUWqqNF.md index 1985af14e..0bb04ebe9 100644 --- a/roadmaps/power-bi/content/applied-steps@Jys8-vqPreAJwjDUWqqNF.md +++ b/roadmaps/power-bi/content/applied-steps@Jys8-vqPreAJwjDUWqqNF.md @@ -1,3 +1,9 @@ # Applied Steps - -Applied Steps is the panel in Power Query that lists every transformation applied to a query, in the order they were performed. Each step can be renamed, edited, reordered, or deleted, which makes it possible to build a query gradually and adjust earlier steps without starting over. Clicking on a step shows a preview of the data at that exact point in the transformation. \ No newline at end of file + +Applied Steps is the panel in Power Query that lists every transformation applied to a query, in the order they were performed. Each step can be renamed, edited, reordered, or deleted, which makes it possible to build a query gradually and adjust earlier steps without starting over. Clicking on a step shows a preview of the data at that exact point in the transformation. + +Visit the following resources to learn more: + +- [@official@Using the Applied Steps list](https://learn.microsoft.com/en-us/power-query/applied-steps) +- [@article@What are Applied Steps in Power BI?](https://www.graphed.com/blog/what-are-applied-steps-in-power-bi) +- [@video@Understanding Applied Steps in Power Query](https://www.youtube.com/watch?v=OlDfVnrmnLg) \ No newline at end of file diff --git a/roadmaps/power-bi/content/apps@Y2k8hmM3HVhNx-_UB9fOz.md b/roadmaps/power-bi/content/apps@Y2k8hmM3HVhNx-_UB9fOz.md index e17b6724d..d46e8b76f 100644 --- a/roadmaps/power-bi/content/apps@Y2k8hmM3HVhNx-_UB9fOz.md +++ b/roadmaps/power-bi/content/apps@Y2k8hmM3HVhNx-_UB9fOz.md @@ -1,3 +1,9 @@ # Apps - -Apps in Power BI package a workspace's reports and dashboards into a single, polished experience for end users to consume, without giving them access to the underlying workspace itself. They are published separately from the workspace and can be updated on a controlled schedule rather than reflecting every workspace change instantly. Apps are the typical way Power BI content gets distributed to a broad audience within an organization. \ No newline at end of file + +Apps in Power BI package a workspace's reports and dashboards into a single, polished experience for end users to consume, without giving them access to the underlying workspace itself. They are published separately from the workspace and can be updated on a controlled schedule rather than reflecting every workspace change instantly. Apps are the typical way Power BI content gets distributed to a broad audience within an organization. + +Visit the following resources to learn more: + +- [@official@Apps in Power BI](https://learn.microsoft.com/en-us/power-bi/explore-reports/end-user-apps) +- [@article@Power BI Apps: Everything You Need to Know](https://thereportinghub.com/power-bi/power-bi-apps) +- [@video@How to Create an app in Power BI service](https://www.youtube.com/watch?v=ZhOOUi3PPMM) \ No newline at end of file diff --git a/roadmaps/power-bi/content/audit-logs@JnFJK_sqz710ANX_gwzjZ.md b/roadmaps/power-bi/content/audit-logs@JnFJK_sqz710ANX_gwzjZ.md index 63930cc78..21538389e 100644 --- a/roadmaps/power-bi/content/audit-logs@JnFJK_sqz710ANX_gwzjZ.md +++ b/roadmaps/power-bi/content/audit-logs@JnFJK_sqz710ANX_gwzjZ.md @@ -1,3 +1,3 @@ # Audit Logs - + Audit logs record user activity across the Power BI tenant, such as who viewed, edited, or shared specific content and when. Administrators use these logs to investigate security incidents, monitor usage patterns, or meet compliance requirements. Logs can be accessed through the Microsoft Purview compliance portal or pulled programmatically for further analysis. \ No newline at end of file diff --git a/roadmaps/power-bi/content/bar--column-charts@WXIP35S-K0YPPrArosikv.md b/roadmaps/power-bi/content/bar--column-charts@WXIP35S-K0YPPrArosikv.md index 54c1377cd..5744e1cfc 100644 --- a/roadmaps/power-bi/content/bar--column-charts@WXIP35S-K0YPPrArosikv.md +++ b/roadmaps/power-bi/content/bar--column-charts@WXIP35S-K0YPPrArosikv.md @@ -1,3 +1,10 @@ # Bar & Column Charts - -Bar and column charts represent values as horizontal or vertical bars, sized proportionally to the value they represent, making them well suited for comparing values across categories. Column charts are generally preferred for showing change over time, while bar charts work better with long category labels. They are among the most commonly used visuals because most audiences read them easily. \ No newline at end of file + +Bar and column charts represent values as horizontal or vertical bars, sized proportionally to the value they represent, making them well suited for comparing values across categories. Column charts are generally preferred for showing change over time, while bar charts work better with long category labels. They are among the most commonly used visuals because most audiences read them easily. + +Visit the following resources to learn more: + +- [@official@Create and use column charts in Power BI](https://learn.microsoft.com/en-us/power-bi/visuals/power-bi-visualization-column-charts?tabs=powerbi-desktop) +- [@article@Power BI Stacked Column Charts: A Full Guide](https://zoomcharts.com/en/microsoft-power-bi-custom-visuals/blog/power-bi-stacked-column-charts-a-full-guide) +- [@video@Power BI Bar Charts: From A - Z in 1 Hour | Step by Step Tutorial](https://www.youtube.com/watch?v=Z8D60cn-ecE) +- [@video@MASTERING Bar Charts in Power BI | No more Cut Labels](https://www.youtube.com/watch?v=EiIAkJ9R7mM) \ No newline at end of file diff --git a/roadmaps/power-bi/content/bookmarks@Tu0lUGB1a-b89x1qnM7Qc.md b/roadmaps/power-bi/content/bookmarks@Tu0lUGB1a-b89x1qnM7Qc.md index 534ae6575..ad374f00d 100644 --- a/roadmaps/power-bi/content/bookmarks@Tu0lUGB1a-b89x1qnM7Qc.md +++ b/roadmaps/power-bi/content/bookmarks@Tu0lUGB1a-b89x1qnM7Qc.md @@ -1,3 +1,9 @@ # Bookmarks - -Bookmarks capture the current state of a report page, including filters, slicer selections, and visual visibility, so that state can be restored later with a single click. They are often combined with buttons to build guided navigation, such as toggling between different views of the same data. Bookmarks are also used to simulate features Power BI does not natively support, like a simple tab-based layout. \ No newline at end of file + +Bookmarks capture the current state of a report page, including filters, slicer selections, and visual visibility, so that state can be restored later with a single click. They are often combined with buttons to build guided navigation, such as toggling between different views of the same data. Bookmarks are also used to simulate features Power BI does not natively support, like a simple tab-based layout. + +Visit the following resources to learn more: + +- [@official@Create report bookmarks in Power BI to share insights and build stories](https://learn.microsoft.com/en-us/power-bi/create-reports/desktop-bookmarks) +- [@article@Power BI Bookmarks](https://iterationinsights.com/article/power-bi-bookmarks/) +- [@video@5 WAYS to use BOOKMARKS in Power BI](https://www.youtube.com/watch?v=_HTF7Ph7Eqc) \ No newline at end of file diff --git a/roadmaps/power-bi/content/buttons--navigation@bBLfNjB3IC2oNgQN4SSoE.md b/roadmaps/power-bi/content/buttons--navigation@bBLfNjB3IC2oNgQN4SSoE.md index 0cdf3a86f..1f41d136f 100644 --- a/roadmaps/power-bi/content/buttons--navigation@bBLfNjB3IC2oNgQN4SSoE.md +++ b/roadmaps/power-bi/content/buttons--navigation@bBLfNjB3IC2oNgQN4SSoE.md @@ -1,3 +1,9 @@ # Buttons & Navigation - -Buttons in Power BI can trigger actions like navigating to another page, applying a bookmark, or opening a web URL, letting report builders create custom navigation beyond the default page tabs. This is commonly used to build a menu-style navigation system across a multi-page report. Buttons can also be set up as visual toggles combined with bookmarks to show or hide specific elements. \ No newline at end of file + +Buttons in Power BI can trigger actions like navigating to another page, applying a bookmark, or opening a web URL, letting report builders create custom navigation beyond the default page tabs. This is commonly used to build a menu-style navigation system across a multi-page report. Buttons can also be set up as visual toggles combined with bookmarks to show or hide specific elements. + +Visit the following resources to learn more: + +- [@official@Create and configure buttons in Power BI reports](https://learn.microsoft.com/en-us/power-bi/create-reports/desktop-buttons?tabs=powerbi-desktop) +- [@official@Customize buttons in Power BI reports](https://learn.microsoft.com/en-us/power-bi/create-reports/power-bi-customize-button) +- [@video@Make navigation easier with Power BI buttons](https://www.youtube.com/watch?v=nCEMM6Ryees) \ No newline at end of file diff --git a/roadmaps/power-bi/content/calculate-function@BAeCGnhY7PBsazIY5ywf4.md b/roadmaps/power-bi/content/calculate-function@BAeCGnhY7PBsazIY5ywf4.md index 2c5fc7a0e..7ae6c4924 100644 --- a/roadmaps/power-bi/content/calculate-function@BAeCGnhY7PBsazIY5ywf4.md +++ b/roadmaps/power-bi/content/calculate-function@BAeCGnhY7PBsazIY5ywf4.md @@ -1,3 +1,9 @@ # CALCULATE Function - -CALCULATE is the function in DAX that modifies the filter context under which an expression is evaluated, by adding, removing, or replacing filters. It underlies most non-trivial DAX formulas, including time intelligence functions, which are internally built using CALCULATE with date-based filter arguments. Learning how CALCULATE's filter arguments interact with existing report filters is a key step in becoming proficient at DAX. \ No newline at end of file + +CALCULATE is the function in DAX that modifies the filter context under which an expression is evaluated, by adding, removing, or replacing filters. It underlies most non-trivial DAX formulas, including time intelligence functions, which are internally built using CALCULATE with date-based filter arguments. Learning how CALCULATE's filter arguments interact with existing report filters is a key step in becoming proficient at DAX. + +Visit the following resources to learn more: + +- [@official@CALCULATE Function](https://learn.microsoft.com/en-us/dax/calculate-function-dax) +- [@video@DAX CALCULATE Function Made Easy to Understand](https://www.youtube.com/watch?v=40xO1MD_CCs) +- [@video@Power BI DAX: How to Use the CALCULATE Function](https://www.youtube.com/watch?v=T_hFMQdqhzY) \ No newline at end of file diff --git a/roadmaps/power-bi/content/calculated-tables--columns@wZlFN13uuS1MxAoLVoDZU.md b/roadmaps/power-bi/content/calculated-tables--columns@wZlFN13uuS1MxAoLVoDZU.md index a896ef1ba..88eddfc0d 100644 --- a/roadmaps/power-bi/content/calculated-tables--columns@wZlFN13uuS1MxAoLVoDZU.md +++ b/roadmaps/power-bi/content/calculated-tables--columns@wZlFN13uuS1MxAoLVoDZU.md @@ -1,3 +1,10 @@ # Calculated Tables & Columns - -Calculated tables and columns are new tables or columns created using DAX formulas rather than loaded directly from a data source. They are computed at data refresh time and stored in the model, unlike measures which calculate on the fly when a visual is rendered. They are useful for things like generating a date table or adding a static classification column, but they increase model size since their results are stored. \ No newline at end of file + +Calculated tables and columns are new tables or columns created using DAX formulas rather than loaded directly from a data source. They are computed at data refresh time and stored in the model, unlike measures which calculate on the fly when a visual is rendered. They are useful for things like generating a date table or adding a static classification column, but they increase model size since their results are stored. + +Visit the following resources to learn more: + +- [@official@Create calculated tables in Power BI Desktop](https://learn.microsoft.com/en-us/power-bi/transform-model/desktop-calculated-tables) +- [@official@Create calculated columns in Power BI Desktop](https://learn.microsoft.com/en-us/power-bi/transform-model/desktop-calculated-columns) +- [@video@Measures vs. calculated columns in DAX and Power BI](https://www.youtube.com/watch?v=ePPi1LLX0sA) +- [@video@Creating calculated tables in Power BI](https://www.youtube.com/watch?v=RMXYXpZOKTM) \ No newline at end of file diff --git a/roadmaps/power-bi/content/calculation-groups@6oh5sxYqEqm-jSBNmCnmF.md b/roadmaps/power-bi/content/calculation-groups@6oh5sxYqEqm-jSBNmCnmF.md index e60d5f190..d960916f4 100644 --- a/roadmaps/power-bi/content/calculation-groups@6oh5sxYqEqm-jSBNmCnmF.md +++ b/roadmaps/power-bi/content/calculation-groups@6oh5sxYqEqm-jSBNmCnmF.md @@ -1,3 +1,3 @@ # Calculation Groups - + Calculation groups let a set of DAX logic, such as time intelligence patterns, be applied to any measure without duplicating that logic per measure. Instead of writing separate year-over-year measures for every existing measure, a single calculation item can apply that transformation to whichever measure a user selects. They are set up through external tools like Tabular Editor rather than Power BI Desktop directly. \ No newline at end of file diff --git a/roadmaps/power-bi/content/certified-datasets@dWu0GbXzXaYYgmWTOL1di.md b/roadmaps/power-bi/content/certified-datasets@dWu0GbXzXaYYgmWTOL1di.md index 82c381b75..a40a5351a 100644 --- a/roadmaps/power-bi/content/certified-datasets@dWu0GbXzXaYYgmWTOL1di.md +++ b/roadmaps/power-bi/content/certified-datasets@dWu0GbXzXaYYgmWTOL1di.md @@ -1,3 +1,3 @@ # Certified Datasets - + Certified datasets are datasets that have been reviewed and approved by a designated authority within an organization, marked with a badge that signals to other users that the data is trustworthy and ready for reuse. Certification helps prevent duplicate, inconsistent versions of the same dataset from spreading across an organization. Users building new reports are encouraged to build on certified datasets rather than creating their own from scratch. \ No newline at end of file diff --git a/roadmaps/power-bi/content/changing-dates@vZQjiMqgSc2HtWCPYHvnb.md b/roadmaps/power-bi/content/changing-dates@vZQjiMqgSc2HtWCPYHvnb.md index 00f0f3ad2..c86bb56a4 100644 --- a/roadmaps/power-bi/content/changing-dates@vZQjiMqgSc2HtWCPYHvnb.md +++ b/roadmaps/power-bi/content/changing-dates@vZQjiMqgSc2HtWCPYHvnb.md @@ -1,3 +1,8 @@ # Changing Dates - -Date transformations in Power Query let users extract parts of a date, such as year, month, or day of week, and calculate differences between dates. This is useful for building time-based fields needed later in reports, like fiscal year or quarter. Power Query recognizes date and datetime types, which unlocks these transformation options in the ribbon. \ No newline at end of file + +Date transformations in Power Query let users extract parts of a date, such as year, month, or day of week, and calculate differences between dates. This is useful for building time-based fields needed later in reports, like fiscal year or quarter. Power Query recognizes date and datetime types, which unlocks these transformation options in the ribbon. + +Visit the following resources to learn more: + +- [@article@Power Query: Get all dates between the Start and End date](https://amitchandak.medium.com/power-query-get-all-dates-between-the-start-and-end-date-9ad6a84cf5f2) +- [@video@Extract Dates From Text Strings in Power Query](https://www.youtube.com/watch?v=JJFiPtmqPAg) \ No newline at end of file diff --git a/roadmaps/power-bi/content/changing-numbers@jji5jm1oT6SImHaBXwOJI.md b/roadmaps/power-bi/content/changing-numbers@jji5jm1oT6SImHaBXwOJI.md index 89b0b9a6f..c7a25fe73 100644 --- a/roadmaps/power-bi/content/changing-numbers@jji5jm1oT6SImHaBXwOJI.md +++ b/roadmaps/power-bi/content/changing-numbers@jji5jm1oT6SImHaBXwOJI.md @@ -1,3 +1,9 @@ # Changing Numbers - -Numeric transformations in Power Query cover operations like rounding, changing sign, calculating percentages, and applying arithmetic between columns. These are used to standardize numeric data or derive new values, such as converting a raw amount into a percentage of total. The transformations can be applied to a single column or between multiple selected columns. \ No newline at end of file + +Numeric transformations in Power Query cover operations like rounding, changing sign, calculating percentages, and applying arithmetic between columns. These are used to standardize numeric data or derive new values, such as converting a raw amount into a percentage of total. The transformations can be applied to a single column or between multiple selected columns. + +Visit the following resources to learn more: + +- [@official@Use Power Query to transform data](https://learn.microsoft.com/en-us/power-query/power-query-ui) +- [@article@Common Power Query transformations](https://exceloffthegrid.com/power-query-basic-transformations/) +- [@video@ES Skip navigation data transforamtion power query Create Avatar image Power Query for Beginners](https://www.youtube.com/watch?v=QXzopqpHlSs) \ No newline at end of file diff --git a/roadmaps/power-bi/content/changing-text@OpTzX9_MCnMIf3nwDrCO9.md b/roadmaps/power-bi/content/changing-text@OpTzX9_MCnMIf3nwDrCO9.md index a3252556c..bd290cd56 100644 --- a/roadmaps/power-bi/content/changing-text@OpTzX9_MCnMIf3nwDrCO9.md +++ b/roadmaps/power-bi/content/changing-text@OpTzX9_MCnMIf3nwDrCO9.md @@ -1,3 +1,9 @@ # Changing Text - -Power Query includes text transformation functions for tasks like changing case, trimming whitespace, extracting substrings, and replacing characters within a column. These operations are common when cleaning inconsistent text data coming from different sources, such as mismatched capitalization or extra spaces. Most of them are available directly from the ribbon without writing M code manually. \ No newline at end of file + +Power Query includes text transformation functions for tasks like changing case, trimming whitespace, extracting substrings, and replacing characters within a column. These operations are common when cleaning inconsistent text data coming from different sources, such as mismatched capitalization or extra spaces. Most of them are available directly from the ribbon without writing M code manually. + +Visit the following resources to learn more: + +- [@article@How to Transform Text with Power Query](https://www.xelplus.com/excel-text-transformation-power-query/) +- [@article@Text Transformations in Power Query: 6 Steps You’ll Use Most Often](https://analytics.bi/en/text-transformations-power-query/) +- [@video@Top 5 Text Transformations in Excel Using Power Query](https://www.youtube.com/watch?v=IYIQnM5EqLs) \ No newline at end of file diff --git a/roadmaps/power-bi/content/clouds@FdE4ix0XyZq_yhv8HRELs.md b/roadmaps/power-bi/content/clouds@FdE4ix0XyZq_yhv8HRELs.md index 2b141be49..eadc0f107 100644 --- a/roadmaps/power-bi/content/clouds@FdE4ix0XyZq_yhv8HRELs.md +++ b/roadmaps/power-bi/content/clouds@FdE4ix0XyZq_yhv8HRELs.md @@ -1,3 +1,10 @@ # Clouds - -Power BI includes connectors for cloud platforms such as Azure, Google services, Amazon Web Services, and Salesforce. These connectors handle the authentication and data structure specific to each cloud provider, so users do not need to write custom code to reach the data. Cloud connectors are common in organizations that already store their data in a cloud warehouse or SaaS platform. \ No newline at end of file + +Power BI includes connectors for cloud platforms such as Azure, Google services, Amazon Web Services, and Salesforce. These connectors handle the authentication and data structure specific to each cloud provider, so users do not need to write custom code to reach the data. Cloud connectors are common in organizations that already store their data in a cloud warehouse or SaaS platform. + +Visit the following resources to learn more: + +- [@official@Azure and Power BI](https://learn.microsoft.com/en-us/power-bi/connect-data/service-azure-and-power-bi) +- [@official@Connectivity to other cloud providers](https://learn.microsoft.com/en-us/azure/cloud-adoption-framework/ready/azure-best-practices/connectivity-to-other-providers) +- [@article@Connecting Power BI to Cloud Data Sources Tutorial](https://medium.com/microsoft-power-bi/connecting-power-bi-to-cloud-data-sources-tutorial-5af3e579d211) +- [@video@Connect Power BI to Cloud Databases using MySQL](https://www.youtube.com/watch?v=ISdyFhGQV4g) \ No newline at end of file diff --git a/roadmaps/power-bi/content/collaboration@oeN3BijT2OCGbv4hk7tz_.md b/roadmaps/power-bi/content/collaboration@oeN3BijT2OCGbv4hk7tz_.md index b28b12639..9e603d7f8 100644 --- a/roadmaps/power-bi/content/collaboration@oeN3BijT2OCGbv4hk7tz_.md +++ b/roadmaps/power-bi/content/collaboration@oeN3BijT2OCGbv4hk7tz_.md @@ -1,3 +1,3 @@ # Collaboration - + Collaboration features in Power BI Service support teams working together on the same content, including commenting on reports, sharing within workspaces, and coordinating through Microsoft Teams integration. These features are aimed at making Power BI usable as a shared analytics platform rather than a single-author tool. They matter more as the number of people using and building reports within an organization grows. \ No newline at end of file diff --git a/roadmaps/power-bi/content/columns-vs-measures@dKb9XtExyQqapcR9ccafy.md b/roadmaps/power-bi/content/columns-vs-measures@dKb9XtExyQqapcR9ccafy.md index f0e32d208..ab4da985c 100644 --- a/roadmaps/power-bi/content/columns-vs-measures@dKb9XtExyQqapcR9ccafy.md +++ b/roadmaps/power-bi/content/columns-vs-measures@dKb9XtExyQqapcR9ccafy.md @@ -1,3 +1,9 @@ # Columns vs Measures - -Calculated columns compute a value for every row in a table and store the result physically in the model, while measures calculate a value on the fly based on the current filter context of a visual. Columns are useful when a value needs to be sliced or filtered on directly, while measures are used for aggregations that should respond dynamically to whatever is selected in a report. Choosing the wrong one can lead to unnecessary model size or incorrect calculation behavior. \ No newline at end of file + +Calculated columns compute a value for every row in a table and store the result physically in the model, while measures calculate a value on the fly based on the current filter context of a visual. Columns are useful when a value needs to be sliced or filtered on directly, while measures are used for aggregations that should respond dynamically to whatever is selected in a report. Choosing the wrong one can lead to unnecessary model size or incorrect calculation behavior. + +Visit the following resources to learn more: + +- [@article@Measures vs Calculated Columns in DAX and Power BI](https://endjin.com/blog/measures-vs-calculated-columns-in-dax) +- [@article@Calculated Columns and Measures in DAX](https://www.sqlbi.com/articles/calculated-columns-and-measures-in-dax/) +- [@video@Measures vs. calculated columns in DAX and Power BI](https://www.youtube.com/watch?v=ePPi1LLX0sA) \ No newline at end of file diff --git a/roadmaps/power-bi/content/combination-charts@_3_v4fesS5FZTj-KAeSDq.md b/roadmaps/power-bi/content/combination-charts@_3_v4fesS5FZTj-KAeSDq.md index 973ecba71..554596875 100644 --- a/roadmaps/power-bi/content/combination-charts@_3_v4fesS5FZTj-KAeSDq.md +++ b/roadmaps/power-bi/content/combination-charts@_3_v4fesS5FZTj-KAeSDq.md @@ -1,3 +1,9 @@ # Combination Charts - -Combination charts overlay two different visual types, most commonly a column chart and a line chart, sharing the same category axis but often using separate value axes. They are used to compare two related measures with different scales, such as sales volume and profit margin, in a single visual. This avoids forcing two very different metrics onto the same axis scale. \ No newline at end of file + +Combination charts overlay two different visual types, most commonly a column chart and a line chart, sharing the same category axis but often using separate value axes. They are used to compare two related measures with different scales, such as sales volume and profit margin, in a single visual. This avoids forcing two very different metrics onto the same axis scale. + +Visit the following resources to learn more: + +- [@official@Create and use combo charts in Power BI](https://learn.microsoft.com/en-us/power-bi/visuals/power-bi-visualization-combo-chart?tabs=powerbi-desktop) +- [@article@Power BI Combo Chart: Tips & Best Features](https://zoomcharts.com/en/microsoft-power-bi-custom-visuals/blog/power-bi-combo-chart-tips-best-features) +- [@video@Power BI Combo Chart](https://www.youtube.com/watch?v=vQaoJFL3l40) \ No newline at end of file diff --git a/roadmaps/power-bi/content/conditional-columns@X3j-XFMXKLjwvEMgDGbPQ.md b/roadmaps/power-bi/content/conditional-columns@X3j-XFMXKLjwvEMgDGbPQ.md index a2bc106e5..0995a9a5b 100644 --- a/roadmaps/power-bi/content/conditional-columns@X3j-XFMXKLjwvEMgDGbPQ.md +++ b/roadmaps/power-bi/content/conditional-columns@X3j-XFMXKLjwvEMgDGbPQ.md @@ -1,3 +1,9 @@ # Conditional Columns - -Conditional columns let a user create a new column based on if-then-else logic applied to existing columns, without writing M code by hand. The interface lets you define multiple conditions and their corresponding outputs, similar to a nested if statement. This is often used to bucket values into categories, such as labeling sales figures as high, medium, or low. \ No newline at end of file + +Conditional columns let a user create a new column based on if-then-else logic applied to existing columns, without writing M code by hand. The interface lets you define multiple conditions and their corresponding outputs, similar to a nested if statement. This is often used to bucket values into categories, such as labeling sales figures as high, medium, or low. + +Visit the following resources to learn more: + +- [@official@Add a conditional column (Power Query)](https://support.microsoft.com/en-us/excel/add-a-conditional-column-power-query) +- [@article@Power BI Conditional Column Tutorial:No Custom Column Needed](https://community.fabric.microsoft.com/t5/Power-BI-Community-Blog/Power-BI-Conditional-Column-Tutorial-No-Custom-Column-Needed/ba-p/4714707) +- [@video@How to Make Conditional Columns with Power Query](https://www.youtube.com/watch?v=9ArQULV2u-k) \ No newline at end of file diff --git a/roadmaps/power-bi/content/conditional-formatting@Q39QDWBQlZ0CXJby4-nBw.md b/roadmaps/power-bi/content/conditional-formatting@Q39QDWBQlZ0CXJby4-nBw.md index 8481af36f..e434032a2 100644 --- a/roadmaps/power-bi/content/conditional-formatting@Q39QDWBQlZ0CXJby4-nBw.md +++ b/roadmaps/power-bi/content/conditional-formatting@Q39QDWBQlZ0CXJby4-nBw.md @@ -1,3 +1,9 @@ # Conditional Formatting - -Conditional formatting changes the appearance of values in a visual, such as cell background color in a table, based on rules tied to the underlying data. It is commonly used to highlight values above or below a target, using color scales, rules, or icons like arrows. This makes patterns in the data easier to notice at a glance without reading every number. \ No newline at end of file + +Conditional formatting changes the appearance of values in a visual, such as cell background color in a table, based on rules tied to the underlying data. It is commonly used to highlight values above or below a target, using color scales, rules, or icons like arrows. This makes patterns in the data easier to notice at a glance without reading every number. + +Visit the following resources to learn more: + +- [@official@Apply conditional formatting in tables and matrices](https://learn.microsoft.com/en-us/power-bi/create-reports/desktop-conditional-table-formatting) +- [@official@Conditional formatting in Power BI visuals](https://learn.microsoft.com/en-us/power-bi/visuals/power-bi-visualization-conditional-formatting) +- [@video@How to use Conditional Formatting in Power BI](https://www.youtube.com/watch?v=m0h3Ghl6mgY) \ No newline at end of file diff --git a/roadmaps/power-bi/content/connection-modes@4gaa2THeYhi2Z45kSX42t.md b/roadmaps/power-bi/content/connection-modes@4gaa2THeYhi2Z45kSX42t.md index b18e172af..caf10f2c4 100644 --- a/roadmaps/power-bi/content/connection-modes@4gaa2THeYhi2Z45kSX42t.md +++ b/roadmaps/power-bi/content/connection-modes@4gaa2THeYhi2Z45kSX42t.md @@ -1,3 +1,9 @@ # Connection Modes - -Connection mode determines how Power BI interacts with a data source: whether it copies the data into its own storage or queries the source live each time a report runs. The main modes are Import, DirectQuery, Dual Storage, and Direct Lake, each with different trade-offs between performance, data freshness, and source load. Choosing a mode affects report speed, refresh strategy, and how large a dataset can practically be. \ No newline at end of file + +Connection mode determines how Power BI interacts with a data source: whether it copies the data into its own storage or queries the source live each time a report runs. The main modes are Import, DirectQuery, Dual Storage, and Direct Lake, each with different trade-offs between performance, data freshness, and source load. Choosing a mode affects report speed, refresh strategy, and how large a dataset can practically be. + +Visit the following resources to learn more: + +- [@official@Connection Modes in Power BI](https://techcommunity.microsoft.com/blog/nonprofittechies/connection-modes-in-power-bi/4101152) +- [@article@Understanding Power BI Connection Types](https://www.useready.com/blog/understanding-power-bi-connection-types) +- [@video@How to Choose? Import vs DirectQuery vs Live Connection in Power BI](https://www.youtube.com/watch?v=ROLhrYkUQhc) \ No newline at end of file diff --git a/roadmaps/power-bi/content/context--filtering@l-vk3xwURU8AOHoGlu0iT.md b/roadmaps/power-bi/content/context--filtering@l-vk3xwURU8AOHoGlu0iT.md new file mode 100644 index 000000000..8daa76396 --- /dev/null +++ b/roadmaps/power-bi/content/context--filtering@l-vk3xwURU8AOHoGlu0iT.md @@ -0,0 +1,3 @@ +# Context and Filtering + +Context and filtering describes how DAX determines which rows are considered when evaluating a formula, based on filters applied by slicers, visuals, and the formula itself. Getting consistent results in DAX depends on correctly understanding what context a measure is being evaluated in. This is often considered the hardest concept for people learning DAX. \ No newline at end of file diff --git a/roadmaps/power-bi/content/context-transition@62ecBOZmKPo56zRGd6GIQ.md b/roadmaps/power-bi/content/context-transition@62ecBOZmKPo56zRGd6GIQ.md index c23bf743f..7ad2b0020 100644 --- a/roadmaps/power-bi/content/context-transition@62ecBOZmKPo56zRGd6GIQ.md +++ b/roadmaps/power-bi/content/context-transition@62ecBOZmKPo56zRGd6GIQ.md @@ -1,3 +1,9 @@ # Context Transition - -Context transition happens when CALCULATE turns the current row context into an equivalent filter context, which occurs whenever CALCULATE is used inside a row context, such as within a calculated column. This mechanism explains behavior that otherwise seems inconsistent, like a measure returning different results depending on where it is called from. It is one of the more subtle but important behaviors to understand in DAX. \ No newline at end of file + +Context transition happens when CALCULATE turns the current row context into an equivalent filter context, which occurs whenever CALCULATE is used inside a row context, such as within a calculated column. This mechanism explains behavior that otherwise seems inconsistent, like a measure returning different results depending on where it is called from. It is one of the more subtle but important behaviors to understand in DAX. + +Visit the following resources to learn more: + +- [@article@Context transition in DAX explained visually](https://www.sqlbi.com/articles/context-transition-in-dax-explained-visually/) +- [@article@DAX 101: Understanding context transition in DAX](https://www.sqlbi.com/articles/understanding-context-transition-in-dax/) +- [@video@Understanding context transition](https://www.youtube.com/watch?v=lMuDz6ViU1w) \ No newline at end of file diff --git a/roadmaps/power-bi/content/cross-filter-direction@bLEolh1ucu3NzdYcB8gei.md b/roadmaps/power-bi/content/cross-filter-direction@bLEolh1ucu3NzdYcB8gei.md index 76c47d48e..427cbbd8b 100644 --- a/roadmaps/power-bi/content/cross-filter-direction@bLEolh1ucu3NzdYcB8gei.md +++ b/roadmaps/power-bi/content/cross-filter-direction@bLEolh1ucu3NzdYcB8gei.md @@ -1,3 +1,9 @@ # Cross Filter Direction - -Cross filter direction determines whether filtering flows only from the one side to the many side of a relationship, or in both directions. Single direction is the default and usually the safer choice, while bidirectional filtering is used carefully in specific cases like many-to-many relationships. Setting it incorrectly can cause unexpected results or circular filtering issues in more complex models. \ No newline at end of file + +Cross filter direction determines whether filtering flows only from the one side to the many side of a relationship, or in both directions. Single direction is the default and usually the safer choice, while bidirectional filtering is used carefully in specific cases like many-to-many relationships. Setting it incorrectly can cause unexpected results or circular filtering issues in more complex models. + +Visit the following resources to learn more: + +- [@official@Enable bidirectional cross-filtering for DirectQuery in Power BI Desktop](https://learn.microsoft.com/en-us/power-bi/transform-model/desktop-bidirectional-filtering) +- [@article@What Is Cross Filter Direction Power BI?](https://www.coursera.org/articles/cross-filter-direction-power-bi) +- [@video@Cross Filter direction in Power BI desktop](https://www.youtube.com/watch?v=30OrlrKbXsw) \ No newline at end of file diff --git a/roadmaps/power-bi/content/cross-filtering@vTsD-oWa4vwEhfC5-Ax5Y.md b/roadmaps/power-bi/content/cross-filtering@vTsD-oWa4vwEhfC5-Ax5Y.md index df26be741..6148fa820 100644 --- a/roadmaps/power-bi/content/cross-filtering@vTsD-oWa4vwEhfC5-Ax5Y.md +++ b/roadmaps/power-bi/content/cross-filtering@vTsD-oWa4vwEhfC5-Ax5Y.md @@ -1,3 +1,9 @@ # Cross-filtering - -Cross-filtering is the default behavior in Power BI where clicking on a data point in one visual filters the other visuals on the same page automatically. It happens because visuals on a page interact with each other based on shared fields in the data model, without needing extra configuration. This interaction can be adjusted or turned off for specific visual pairs through the edit interactions setting. \ No newline at end of file + +Cross-filtering is the default behavior in Power BI where clicking on a data point in one visual filters the other visuals on the same page automatically. It happens because visuals on a page interact with each other based on shared fields in the data model, without needing extra configuration. This interaction can be adjusted or turned off for specific visual pairs through the edit interactions setting. + +Visit the following resources to learn more: + +- [@official@How visuals cross-filter each other in a Power BI report](https://learn.microsoft.com/en-us/power-bi/explore-reports/end-user-interactions) +- [@official@Enable bidirectional cross-filtering for DirectQuery in Power BI Desktop](https://learn.microsoft.com/en-us/power-bi/transform-model/desktop-bidirectional-filtering) +- [@video@How to use the CROSSHIGHLIGHT and CROSSFILTER](https://www.youtube.com/watch?v=-fwjqEWbr1c) \ No newline at end of file diff --git a/roadmaps/power-bi/content/custom-columns@UPQ6Y-jT39MkrM1Rg3Dip.md b/roadmaps/power-bi/content/custom-columns@UPQ6Y-jT39MkrM1Rg3Dip.md index 5f5f716ab..814935c92 100644 --- a/roadmaps/power-bi/content/custom-columns@UPQ6Y-jT39MkrM1Rg3Dip.md +++ b/roadmaps/power-bi/content/custom-columns@UPQ6Y-jT39MkrM1Rg3Dip.md @@ -1,3 +1,9 @@ # Custom Columns - -Custom columns are new columns created in Power Query using a formula written in the M language, giving more flexibility than the conditional column builder. They allow calculations that reference multiple columns or use M functions not exposed in the standard UI. This is a common entry point for users moving from the graphical interface into writing M code directly. \ No newline at end of file + +Custom columns are new columns created in Power Query using a formula written in the M language, giving more flexibility than the conditional column builder. They allow calculations that reference multiple columns or use M functions not exposed in the standard UI. This is a common entry point for users moving from the graphical interface into writing M code directly. + +Visit the following resources to learn more: + +- [@official@Add a custom column in Power BI Desktop](https://learn.microsoft.com/en-us/power-bi/transform-model/desktop-add-custom-column) +- [@article@Enhance Your Data Analysis With Custom Columns \[Power BI Guide\]](https://www.acuitytraining.co.uk/news-tips/power-bi-custom-columns/) +- [@video@These 5 Custom Column Tricks Make Power Query Easier](https://www.youtube.com/watch?v=FoW0iDGy7ag) \ No newline at end of file diff --git a/roadmaps/power-bi/content/custom-tooltips@SIMaqZRxACO-f25KPPbFl.md b/roadmaps/power-bi/content/custom-tooltips@SIMaqZRxACO-f25KPPbFl.md index 21fdb6581..e3eb4299d 100644 --- a/roadmaps/power-bi/content/custom-tooltips@SIMaqZRxACO-f25KPPbFl.md +++ b/roadmaps/power-bi/content/custom-tooltips@SIMaqZRxACO-f25KPPbFl.md @@ -1,3 +1,10 @@ # Custom Tooltips - -Custom tooltips replace the default hover text on a visual with a separate report page designed specifically to show extra detail, such as a small chart or additional metrics. They are built as a normal report page but marked as a tooltip page and sized accordingly. This lets a report show richer context on hover without cluttering the main visual itself. \ No newline at end of file + +Custom tooltips replace the default hover text on a visual with a separate report page designed specifically to show extra detail, such as a small chart or additional metrics. They are built as a normal report page but marked as a tooltip page and sized accordingly. This lets a report show richer context on hover without cluttering the main visual itself. + +Visit the following resources to learn more: + +- [@official@Visual tooltips in Power BI](https://learn.microsoft.com/en-us/power-bi/visuals/power-bi-visualization-visual-tooltips?tabs=powerbi-desktop) +- [@official@Create report tooltips in Power BI](https://learn.microsoft.com/en-us/power-bi/create-reports/desktop-tooltips) +- [@video@How to create Tooltip Pages in Power BI - Easy Tutorial](https://www.youtube.com/watch?v=npaQ42K1sTs) +- [@video@Power BI - Custom Tooltips Tutorial📊](https://www.youtube.com/watch?v=agXP27yKduI) \ No newline at end of file diff --git a/roadmaps/power-bi/content/custom-visuals@CJnGG-Q_I_pfS7YsoCR0a.md b/roadmaps/power-bi/content/custom-visuals@CJnGG-Q_I_pfS7YsoCR0a.md index cec07dcb9..adceed3ef 100644 --- a/roadmaps/power-bi/content/custom-visuals@CJnGG-Q_I_pfS7YsoCR0a.md +++ b/roadmaps/power-bi/content/custom-visuals@CJnGG-Q_I_pfS7YsoCR0a.md @@ -1,3 +1,9 @@ # Custom Visuals - -Custom visuals are chart types built by Microsoft or third parties beyond the default set included in Power BI, imported from the AppSource marketplace or a local file. They extend what can be shown beyond the built-in visual gallery, covering things like specialized chart types or interactive widgets. Custom visuals can carry their own performance and security considerations since they run custom code inside the report. \ No newline at end of file + +Custom visuals are chart types built by Microsoft or third parties beyond the default set included in Power BI, imported from the AppSource marketplace or a local file. They extend what can be shown beyond the built-in visual gallery, covering things like specialized chart types or interactive widgets. Custom visuals can carry their own performance and security considerations since they run custom code inside the report. + +Visit the following resources to learn more: + +- [@official@Power BI custom visuals](https://learn.microsoft.com/en-us/power-bi/developer/visuals/develop-power-bi-visuals) +- [@official@What are custom visuals in Power BI and where can I get them?](https://learn.microsoft.com/en-us/power-bi/developer/visuals/power-bi-custom-visuals) +- [@video@Top 5 FREE Custom Power BI Visuals Try Now! Game Changer](https://www.youtube.com/watch?v=h9HDQaGwWtk&list=PLcwrIWK7WBcQOIFCFPAIpQpWPBCj5BCab) \ No newline at end of file diff --git a/roadmaps/power-bi/content/dashboards-vs-reports@u1-WPMNoMpouC5EuKDgk6.md b/roadmaps/power-bi/content/dashboards-vs-reports@u1-WPMNoMpouC5EuKDgk6.md index 9ebd8fe64..368e3f8d1 100644 --- a/roadmaps/power-bi/content/dashboards-vs-reports@u1-WPMNoMpouC5EuKDgk6.md +++ b/roadmaps/power-bi/content/dashboards-vs-reports@u1-WPMNoMpouC5EuKDgk6.md @@ -1,3 +1,9 @@ # Dashboards vs Reports - -A report in Power BI is a multi-page collection of interactive visuals connected to a single dataset, while a dashboard is a single page of pinned tiles that can pull from multiple different reports and datasets. Dashboards are meant for a high-level, at-a-glance summary, while reports support deeper interactive exploration. Tiles on a dashboard link back to the report or visual they were pinned from. \ No newline at end of file + +A report in Power BI is a multi-page collection of interactive visuals connected to a single dataset, while a dashboard is a single page of pinned tiles that can pull from multiple different reports and datasets. Dashboards are meant for a high-level, at-a-glance summary, while reports support deeper interactive exploration. Tiles on a dashboard link back to the report or visual they were pinned from. + +Visit the following resources to learn more: + +- [@official@Introduction to dashboards for Power BI designers](https://learn.microsoft.com/en-us/power-bi/create-reports/service-dashboards) +- [@article@https://www.catchr.io/university/power-bi-lessons/dashboard-vs-report](https://www.catchr.io/university/power-bi-lessons/dashboard-vs-report) +- [@video@POWER BI Dashboard vs Report](https://www.youtube.com/watch?v=fqKheazewbo) \ No newline at end of file diff --git a/roadmaps/power-bi/content/data--infrastructure@uX7eakwKpWUhQwV8j8JaT.md b/roadmaps/power-bi/content/data--infrastructure@uX7eakwKpWUhQwV8j8JaT.md index 84eb1fcfa..36468ee30 100644 --- a/roadmaps/power-bi/content/data--infrastructure@uX7eakwKpWUhQwV8j8JaT.md +++ b/roadmaps/power-bi/content/data--infrastructure@uX7eakwKpWUhQwV8j8JaT.md @@ -1,3 +1,3 @@ # Data & Infrastructure - + Data and infrastructure covers the backend components that support Power BI's data connectivity and refresh, including gateways, refresh scheduling, and datasets or dataflows. These pieces operate behind the scenes to keep published reports connected to their data sources reliably. They matter most to whoever administers data sources for an organization, rather than to report authors themselves. \ No newline at end of file diff --git a/roadmaps/power-bi/content/data-loss-prevention@AAIDmBDueCTKYnuJugDEf.md b/roadmaps/power-bi/content/data-loss-prevention@AAIDmBDueCTKYnuJugDEf.md index 68adc473c..49984a7ca 100644 --- a/roadmaps/power-bi/content/data-loss-prevention@AAIDmBDueCTKYnuJugDEf.md +++ b/roadmaps/power-bi/content/data-loss-prevention@AAIDmBDueCTKYnuJugDEf.md @@ -1,3 +1,3 @@ # Data Loss Prevention - + Data loss prevention policies scan Power BI content for sensitive information, such as credit card numbers or personal data, and can flag or block reports that expose it inappropriately. These policies typically integrate with Microsoft Purview's broader data loss prevention framework used across Microsoft 365. They act as an automated safeguard against sensitive data being shared beyond its intended audience. \ No newline at end of file diff --git a/roadmaps/power-bi/content/data-profiling@_tWAz0_PV6Pr5Ey2ZXYL1.md b/roadmaps/power-bi/content/data-profiling@_tWAz0_PV6Pr5Ey2ZXYL1.md index aebd965a2..b9a6cf1a8 100644 --- a/roadmaps/power-bi/content/data-profiling@_tWAz0_PV6Pr5Ey2ZXYL1.md +++ b/roadmaps/power-bi/content/data-profiling@_tWAz0_PV6Pr5Ey2ZXYL1.md @@ -1,3 +1,9 @@ # Data Profiling - -Data profiling in Power Query shows statistics about a column's contents, such as the distribution of values, the percentage of errors, and the percentage of empty values. It helps catch data quality problems before they reach the model, like unexpected nulls or outliers. The feature includes column quality, column distribution, and column profile views, each showing a different angle on the data. \ No newline at end of file + +Data profiling in Power Query shows statistics about a column's contents, such as the distribution of values, the percentage of errors, and the percentage of empty values. It helps catch data quality problems before they reach the model, like unexpected nulls or outliers. The feature includes column quality, column distribution, and column profile views, each showing a different angle on the data. + +Visit the following resources to learn more: + +- [@official@Using the data profiling tools](https://learn.microsoft.com/en-us/power-query/data-profiling-tools) +- [@article@Unveiling Your Data’s Secrets: A Comprehensive Guide to Data Profiling in Power BI](https://medium.com/@dossieranalysis/unveiling-your-datas-secrets-a-comprehensive-guide-to-data-profiling-in-power-bi-5c44d092fa56) +- [@video@Data Profiling in Power BI](https://www.youtube.com/watch?v=pSCc_T7k328) \ No newline at end of file diff --git a/roadmaps/power-bi/content/data-source-types@M5B4mq5vv5PcGaBdQmNdf.md b/roadmaps/power-bi/content/data-source-types@M5B4mq5vv5PcGaBdQmNdf.md index 0c9a41fea..b63139e1f 100644 --- a/roadmaps/power-bi/content/data-source-types@M5B4mq5vv5PcGaBdQmNdf.md +++ b/roadmaps/power-bi/content/data-source-types@M5B4mq5vv5PcGaBdQmNdf.md @@ -1,3 +1,8 @@ # Data Source Types - -Power BI can connect to many kinds of data sources, grouped broadly into databases, files, APIs, web and open data, and cloud services. Each source type uses its own connector inside Power BI, with settings for authentication and query options specific to that source. Picking the right source type and connector is the first step before any transformation work begins. \ No newline at end of file + +Power BI can connect to many kinds of data sources, grouped broadly into databases, files, APIs, web and open data, and cloud services. Each source type uses its own connector inside Power BI, with settings for authentication and query options specific to that source. Picking the right source type and connector is the first step before any transformation work begins. + +Visit the following resources to learn more: + +- [@official@Get data in Power BI Desktop](https://learn.microsoft.com/en-us/power-bi/connect-data/desktop-data-sources?tabs=new-experience) +- [@video@How To Connect Data Sources In Power BI?](https://www.youtube.com/watch?v=ZDuQvyZ8stM) \ No newline at end of file diff --git a/roadmaps/power-bi/content/data-types--casting@y-FeyeZ6tqZmF_8wzrTuX.md b/roadmaps/power-bi/content/data-types--casting@y-FeyeZ6tqZmF_8wzrTuX.md index 1d5f818e1..abf5075fe 100644 --- a/roadmaps/power-bi/content/data-types--casting@y-FeyeZ6tqZmF_8wzrTuX.md +++ b/roadmaps/power-bi/content/data-types--casting@y-FeyeZ6tqZmF_8wzrTuX.md @@ -1,3 +1,8 @@ # Data Types & Casting - -Setting data types in Power Query tells Power BI how to interpret each column, such as whole number, decimal, date, or text. Correct typing affects both storage size and what operations are available later, since date functions or numeric aggregations only work if the column has the matching type. Casting a column to the wrong type, like reading a date as text, can cause errors or slow down the model. \ No newline at end of file + +Setting data types in Power Query tells Power BI how to interpret each column, such as whole number, decimal, date, or text. Correct typing affects both storage size and what operations are available later, since date functions or numeric aggregations only work if the column has the matching type. Casting a column to the wrong type, like reading a date as text, can cause errors or slow down the model. + +Visit the following resources to learn more: + +- [@official@Data types in Power Query](https://learn.microsoft.com/en-us/power-query/data-types) +- [@video@Preparing data in Power Query | POWER BI Course](https://www.youtube.com/watch?v=C47X8Vr74lo) \ No newline at end of file diff --git a/roadmaps/power-bi/content/databases@0a0caDbMmm71t9h9l1boP.md b/roadmaps/power-bi/content/databases@0a0caDbMmm71t9h9l1boP.md index 89b1a0226..9b1052a06 100644 --- a/roadmaps/power-bi/content/databases@0a0caDbMmm71t9h9l1boP.md +++ b/roadmaps/power-bi/content/databases@0a0caDbMmm71t9h9l1boP.md @@ -1,3 +1,9 @@ # Databases - -Power BI connects to relational and analytical databases such as SQL Server, PostgreSQL, MySQL, and Oracle through native connectors. These connectors typically support both import and DirectQuery modes, letting the choice depend on data volume and refresh needs. Database connections often require credentials and, for on-premises systems, a gateway to reach the data securely. \ No newline at end of file + +Power BI connects to relational and analytical databases such as SQL Server, PostgreSQL, MySQL, and Oracle through native connectors. These connectors typically support both import and DirectQuery modes, letting the choice depend on data volume and refresh needs. Database connections often require credentials and, for on-premises systems, a gateway to reach the data securely. + +Visit the following resources to learn more: + +- [@official@Refresh data from an on-premises SQL Server database](https://learn.microsoft.com/en-us/power-bi/connect-data/service-gateway-sql-tutorial) +- [@article@Connecting Power BI to SQL Databases: A Practical Guide for Data Analysts](https://dev.to/lawrence_murithi/connecting-power-bi-to-sql-databases-a-practical-guide-for-data-analysts-5745) +- [@video@ES Skip navigation databases powerbi Create Avatar image Microsoft Power BI | How to get data from SQL server?](https://www.youtube.com/watch?v=K690u_FkL4A) \ No newline at end of file diff --git a/roadmaps/power-bi/content/datasets--dataflows@hEx3FLGHzXOmGcZ-js24r.md b/roadmaps/power-bi/content/datasets--dataflows@hEx3FLGHzXOmGcZ-js24r.md index 16edca6e9..42eafc389 100644 --- a/roadmaps/power-bi/content/datasets--dataflows@hEx3FLGHzXOmGcZ-js24r.md +++ b/roadmaps/power-bi/content/datasets--dataflows@hEx3FLGHzXOmGcZ-js24r.md @@ -1,3 +1,3 @@ # Datasets & Dataflows - + A dataset in the Power BI Service is the data model behind a published report, including its tables, relationships, and measures. A dataflow is a separate, reusable set of Power Query transformations stored in the cloud, which multiple datasets can reference instead of duplicating the same transformation logic in each report. Dataflows help centralize data preparation across many reports built by different teams. \ No newline at end of file diff --git a/roadmaps/power-bi/content/dax-performance@mNUrtl-18tZnFSaMSnJm3.md b/roadmaps/power-bi/content/dax-performance@mNUrtl-18tZnFSaMSnJm3.md index 23236cc06..fd2400454 100644 --- a/roadmaps/power-bi/content/dax-performance@mNUrtl-18tZnFSaMSnJm3.md +++ b/roadmaps/power-bi/content/dax-performance@mNUrtl-18tZnFSaMSnJm3.md @@ -1,3 +1,9 @@ # DAX Performance - -DAX performance concerns how efficiently a formula executes, influenced by factors like the choice between iterators and aggregations, the size of tables being filtered, and how CALCULATE's filters are constructed. Poorly written DAX can turn a simple report into a slow one, even on a small dataset. Tools like Performance Analyzer and DAX Studio help identify which specific measures are the bottleneck. \ No newline at end of file + +DAX performance concerns how efficiently a formula executes, influenced by factors like the choice between iterators and aggregations, the size of tables being filtered, and how CALCULATE's filters are constructed. Poorly written DAX can turn a simple report into a slow one, even on a small dataset. Tools like Performance Analyzer and DAX Studio help identify which specific measures are the bottleneck. + +Visit the following resources to learn more: + +- [@article@Advanced DAX: Performance Optimization & Memory Considerations](https://medium.com/@briankimanzi28/advanced-dax-performance-optimization-memory-considerations-fa2195dc8c32) +- [@video@DAX Performance Optimization](https://www.youtube.com/watch?v=MGkCCbK86qw&list=PLPh0ysvJE3dgJDL2dByQ-qYAmAJ_XgSCI&pp=0gcJCfMCOCosWNin) +- [@video@Boost DAX Performance in Power BI with Dual Mode](https://www.youtube.com/watch?v=TgAXt1ifdhs) \ No newline at end of file diff --git a/roadmaps/power-bi/content/dax-syntax@Qu-C8yEqb30gZ0Po8Vmbt.md b/roadmaps/power-bi/content/dax-syntax@Qu-C8yEqb30gZ0Po8Vmbt.md index e5a7856f3..08465c966 100644 --- a/roadmaps/power-bi/content/dax-syntax@Qu-C8yEqb30gZ0Po8Vmbt.md +++ b/roadmaps/power-bi/content/dax-syntax@Qu-C8yEqb30gZ0Po8Vmbt.md @@ -1,3 +1,8 @@ # DAX Syntax - -DAX syntax follows a formula structure similar to Excel, starting with a name and an equals sign, followed by functions and references to columns or tables written in a specific notation. Table names are typically written in plain reference and column references use the table name followed by the column name in brackets. Getting the syntax right, including matching parentheses and correct references, is a common early hurdle for new DAX writers. \ No newline at end of file + +DAX syntax follows a formula structure similar to Excel, starting with a name and an equals sign, followed by functions and references to columns or tables written in a specific notation. Table names are typically written in plain reference and column references use the table name followed by the column name in brackets. Getting the syntax right, including matching parentheses and correct references, is a common early hurdle for new DAX writers. + +Visit the following resources to learn more: + +- [@official@DAX syntax](https://learn.microsoft.com/en-us/dax/dax-syntax-reference) +- [@video@Learn DAX Fundamentals in 10 Minutes | Step-by-Step Guide](https://www.youtube.com/watch?v=-QOtL_LOc40) \ No newline at end of file diff --git a/roadmaps/power-bi/content/dax-vs-m-language@5p5jlratghZBaZUe0zfgi.md b/roadmaps/power-bi/content/dax-vs-m-language@5p5jlratghZBaZUe0zfgi.md index f015cd4bb..7e376fee0 100644 --- a/roadmaps/power-bi/content/dax-vs-m-language@5p5jlratghZBaZUe0zfgi.md +++ b/roadmaps/power-bi/content/dax-vs-m-language@5p5jlratghZBaZUe0zfgi.md @@ -1,3 +1,8 @@ # DAX vs. M Language - -DAX and M serve different purposes in Power BI: M transforms and shapes data before it is loaded into the model, while DAX calculates values within the model itself, used for measures, calculated columns, and calculated tables. M operates on the whole table during a query or refresh, whereas DAX often calculates based on the current filter context in a report. Knowing which language applies to which stage avoids confusion when deciding where to solve a data problem. \ No newline at end of file + +DAX and M serve different purposes in Power BI: M transforms and shapes data before it is loaded into the model, while DAX calculates values within the model itself, used for measures, calculated columns, and calculated tables. M operates on the whole table during a query or refresh, whereas DAX often calculates based on the current filter context in a report. Knowing which language applies to which stage avoids confusion when deciding where to solve a data problem. + +Visit the following resources to learn more: + +- [@article@Power Query M vs DAX: Getting the Best of Both](https://powerpartners.pro/en/power-query-vs-dax/) +- [@video@DAX vs M Language in Power BI:](https://www.youtube.com/watch?v=UuMX_RAIZXE) \ No newline at end of file diff --git a/roadmaps/power-bi/content/decomposition-tree@Ru7LLosG6dqriZjqf_eIs.md b/roadmaps/power-bi/content/decomposition-tree@Ru7LLosG6dqriZjqf_eIs.md index cbc7d98e4..86c3130d5 100644 --- a/roadmaps/power-bi/content/decomposition-tree@Ru7LLosG6dqriZjqf_eIs.md +++ b/roadmaps/power-bi/content/decomposition-tree@Ru7LLosG6dqriZjqf_eIs.md @@ -1,3 +1,9 @@ # Decomposition Tree - -The decomposition tree is a visual that lets users break down a total into its contributing parts across multiple dimensions, choosing which dimension to expand at each step or letting Power BI's AI find the highest or lowest contributing value automatically. It is used for root-cause style exploration, such as figuring out which product or region is driving a change in a metric. Each branch of the tree can be expanded interactively without needing to redesign the report. \ No newline at end of file + +The decomposition tree is a visual that lets users break down a total into its contributing parts across multiple dimensions, choosing which dimension to expand at each step or letting Power BI's AI find the highest or lowest contributing value automatically. It is used for root-cause style exploration, such as figuring out which product or region is driving a change in a metric. Each branch of the tree can be expanded interactively without needing to redesign the report. + +Visit the following resources to learn more: + +- [@official@Create and view decomposition tree visuals in Power BI](https://learn.microsoft.com/en-us/power-bi/visuals/power-bi-visualization-decomposition-tree) +- [@official@Tutorial: Create a decomposition tree with a Power BI sample](https://learn.microsoft.com/en-us/power-bi/create-reports/sample-tutorial-decomp-tree) +- [@video@Use the Power BI Decomposition Tree to Explore and Analyze Your Data](https://www.youtube.com/watch?v=5_wN-kUIcGs) \ No newline at end of file diff --git a/roadmaps/power-bi/content/deployment-pipelines@gWj5LnHcNZBNu-nMnzi5Y.md b/roadmaps/power-bi/content/deployment-pipelines@gWj5LnHcNZBNu-nMnzi5Y.md index 9b5e4e566..17412e464 100644 --- a/roadmaps/power-bi/content/deployment-pipelines@gWj5LnHcNZBNu-nMnzi5Y.md +++ b/roadmaps/power-bi/content/deployment-pipelines@gWj5LnHcNZBNu-nMnzi5Y.md @@ -1,3 +1,3 @@ # Deployment Pipelines - + Deployment pipelines let teams manage separate development, test, and production environments for their Power BI content, promoting reports and datasets through each stage in a controlled way. This mirrors common software development practices, catching issues in a test environment before they reach production users. Pipelines also support rules for automatically swapping data sources or parameters between environments. \ No newline at end of file diff --git a/roadmaps/power-bi/content/design-principles@8-t2HOH7KFWV79gpfhjXn.md b/roadmaps/power-bi/content/design-principles@8-t2HOH7KFWV79gpfhjXn.md index 3f86e7ae2..82cb8ffa7 100644 --- a/roadmaps/power-bi/content/design-principles@8-t2HOH7KFWV79gpfhjXn.md +++ b/roadmaps/power-bi/content/design-principles@8-t2HOH7KFWV79gpfhjXn.md @@ -1,3 +1,9 @@ # Design Principles - -Design principles in Power BI cover general practices for making reports clear and effective, such as using consistent color schemes, avoiding chart clutter, and prioritizing the most important information. Good design guides the viewer's attention to what matters rather than decorating the report unnecessarily. These principles borrow heavily from general data visualization and UX design practices, applied specifically to report building. \ No newline at end of file + +Design principles in Power BI cover general practices for making reports clear and effective, such as using consistent color schemes, avoiding chart clutter, and prioritizing the most important information. Good design guides the viewer's attention to what matters rather than decorating the report unnecessarily. These principles borrow heavily from general data visualization and UX design practices, applied specifically to report building. + +Visit the following resources to learn more: + +- [@official@Tips for designing a great Power BI dashboard](https://learn.microsoft.com/en-us/power-bi/create-reports/service-dashboards-design-tips) +- [@article@10 Essential Data Visualization Design Principles for Clearer Insights](https://www.tenscope.com/post/data-visualization-design-principles-for-clarity) +- [@video@Power BI for Beginners: Video #3 - Report Design Principles](https://www.youtube.com/watch?v=E-dlpelYJWo) \ No newline at end of file diff --git a/roadmaps/power-bi/content/desktop@aItdGZ817gzRevj1bZnQz.md b/roadmaps/power-bi/content/desktop@aItdGZ817gzRevj1bZnQz.md index da6d9f2a8..6ffb9f31d 100644 --- a/roadmaps/power-bi/content/desktop@aItdGZ817gzRevj1bZnQz.md +++ b/roadmaps/power-bi/content/desktop@aItdGZ817gzRevj1bZnQz.md @@ -1,3 +1,9 @@ # Desktop - -Power BI Desktop is the free Windows application used to connect to data sources, transform data with Power Query, build the data model, write DAX measures, and design report pages. Most of the development work happens here before a file is published to the Power BI Service. It supports local development without needing an internet connection until publishing time. \ No newline at end of file + +Power BI Desktop is the free Windows application used to connect to data sources, transform data with Power Query, build the data model, write DAX measures, and design report pages. Most of the development work happens here before a file is published to the Power BI Service. It supports local development without needing an internet connection until publishing time. + +Visit the following resources to learn more: + +- [@official@Power BI Desktop](https://www.microsoft.com/power-platform/products/power-bi/desktop?market=af) +- [@video@Microsoft Power BI Desktop for Beginners: In 4 Steps!](https://www.youtube.com/watch?v=wM0Vpq5Vu_I) +- [@video@Power BI Tutorial for Beginners](https://www.youtube.com/watch?v=VaOhNqNtGGE) \ No newline at end of file diff --git a/roadmaps/power-bi/content/direct-lake@80ujylMVAMN9Tn0qPR7uf.md b/roadmaps/power-bi/content/direct-lake@80ujylMVAMN9Tn0qPR7uf.md index 884688c98..7a6495eb0 100644 --- a/roadmaps/power-bi/content/direct-lake@80ujylMVAMN9Tn0qPR7uf.md +++ b/roadmaps/power-bi/content/direct-lake@80ujylMVAMN9Tn0qPR7uf.md @@ -1,3 +1,10 @@ # Direct Lake - -Direct Lake is a storage mode built for Microsoft Fabric that reads data directly from files in a data lake without importing or duplicating it, while still delivering query speed close to Import mode. It avoids the usual DirectQuery performance penalty because it reads the lake's columnar file format natively. This mode is specific to datasets built on OneLake within Microsoft Fabric. \ No newline at end of file + +Direct Lake is a storage mode built for Microsoft Fabric that reads data directly from files in a data lake without importing or duplicating it, while still delivering query speed close to Import mode. It avoids the usual DirectQuery performance penalty because it reads the lake's columnar file format natively. This mode is specific to datasets built on OneLake within Microsoft Fabric. + +Visit the following resources to learn more: + +- [@official@Direct Lake overview](https://learn.microsoft.com/en-us/fabric/fundamentals/direct-lake-overview) +- [@official@Tutorial: Create a Direct Lake semantic model and Power BI report](https://learn.microsoft.com/en-us/fabric/data-warehouse/tutorial-power-bi-report) +- [@article@Creating and editing Direct Lake semantic models](https://www.datazoe.blog/post/creating-and-editing-direct-lake-semantic-models) +- [@video@Dive into Microsoft Fabric's Power BI Direct Lake](https://www.youtube.com/watch?v=Tw-n4o5LErw) \ No newline at end of file diff --git a/roadmaps/power-bi/content/directquery@GHE4CuN9ajm08_RZ1Fy7p.md b/roadmaps/power-bi/content/directquery@GHE4CuN9ajm08_RZ1Fy7p.md index a9ce80c62..8ff7647c9 100644 --- a/roadmaps/power-bi/content/directquery@GHE4CuN9ajm08_RZ1Fy7p.md +++ b/roadmaps/power-bi/content/directquery@GHE4CuN9ajm08_RZ1Fy7p.md @@ -1,3 +1,9 @@ # DirectQuery - -DirectQuery is a connection mode where Power BI sends queries directly to the source database each time a report visual is viewed or filtered, rather than storing a copy of the data. This keeps the report always in sync with the source but depends on the source database's performance to respond quickly. It is often used for very large datasets that are impractical to import in full. \ No newline at end of file + +DirectQuery is a connection mode where Power BI sends queries directly to the source database each time a report visual is viewed or filtered, rather than storing a copy of the data. This keeps the report always in sync with the source but depends on the source database's performance to respond quickly. It is often used for very large datasets that are impractical to import in full. + +Visit the following resources to learn more: + +- [@official@Use DirectQuery in Power BI Desktop](https://learn.microsoft.com/en-us/power-bi/connect-data/desktop-use-directquery) +- [@official@DirectQuery in Power BI](https://learn.microsoft.com/en-us/power-bi/connect-data/desktop-directquery-about) +- [@video@ES Skip navigation Search Create Avatar image Power BI Direct Query (Explained Visually)](https://www.youtube.com/watch?v=QR03oeguXF8) \ No newline at end of file diff --git a/roadmaps/power-bi/content/drill-through--drill-down@o65MsjBczUD_m7DYBFr_y.md b/roadmaps/power-bi/content/drill-through--drill-down@o65MsjBczUD_m7DYBFr_y.md index 82863d662..f75e7c5b8 100644 --- a/roadmaps/power-bi/content/drill-through--drill-down@o65MsjBczUD_m7DYBFr_y.md +++ b/roadmaps/power-bi/content/drill-through--drill-down@o65MsjBczUD_m7DYBFr_y.md @@ -1,3 +1,9 @@ # Drill-through & Drill-down - -Drill-through lets a user right-click a data point and jump to a separate detail page filtered to that specific selection, while drill-down lets a user click into a hierarchy within the same visual to see a more granular level, like moving from year to month. Both give users a way to go from a summary view into more detail without cluttering the main report with every level at once. They rely on either a defined hierarchy or a separate page set up specifically to receive drill-through filters. \ No newline at end of file + +Drill-through lets a user right-click a data point and jump to a separate detail page filtered to that specific selection, while drill-down lets a user click into a hierarchy within the same visual to see a more granular level, like moving from year to month. Both give users a way to go from a summary view into more detail without cluttering the main report with every level at once. They rely on either a defined hierarchy or a separate page set up specifically to receive drill-through filters. + +Visit the following resources to learn more: + +- [@official@Use drill mode to explore visuals in the Power BI service](https://learn.microsoft.com/en-us/power-bi/explore-reports/end-user-drill) +- [@article@Drill Through vs Drill Down in Power BI: Know the Difference](https://medium.com/@Santhanalakshmip/drill-through-vs-drill-down-in-power-bi-know-the-difference-26036a8549d8) +- [@video@DRILLDOWN and DRILLTHROUGH in Power BI](https://www.youtube.com/watch?v=O7aL5v1r6Q4) \ No newline at end of file diff --git a/roadmaps/power-bi/content/dual-storage-mode@8DKQH0CbRmtuAW3tE_ke6.md b/roadmaps/power-bi/content/dual-storage-mode@8DKQH0CbRmtuAW3tE_ke6.md index 832c9221c..17718b64a 100644 --- a/roadmaps/power-bi/content/dual-storage-mode@8DKQH0CbRmtuAW3tE_ke6.md +++ b/roadmaps/power-bi/content/dual-storage-mode@8DKQH0CbRmtuAW3tE_ke6.md @@ -1,3 +1,9 @@ # Dual Storage Mode - -Dual storage mode lets a table be configured to use both Import and DirectQuery, switching between them depending on the type of query Power BI needs to run. It is commonly used for large fact tables where recent data stays in DirectQuery for freshness while historical data is imported for speed. This setup requires careful design of aggregation tables to work well. \ No newline at end of file + +Dual storage mode lets a table be configured to use both Import and DirectQuery, switching between them depending on the type of query Power BI needs to run. It is commonly used for large fact tables where recent data stays in DirectQuery for freshness while historical data is imported for speed. This setup requires careful design of aggregation tables to work well. + +Visit the following resources to learn more: + +- [@official@Table storage mode in Power BI semantic models](https://learn.microsoft.com/en-us/power-bi/transform-model/desktop-storage-mode) +- [@article@What is Dual Storage Mode in Power BI?](https://www.graphed.com/blog/what-is-dual-storage-mode-in-power-bi) +- [@video@Boost DAX Performance in Power BI with Dual Mode](https://www.youtube.com/watch?v=TgAXt1ifdhs) \ No newline at end of file diff --git a/roadmaps/power-bi/content/explore-feature@M8o5vABTrb0yRSctPX7oG.md b/roadmaps/power-bi/content/explore-feature@M8o5vABTrb0yRSctPX7oG.md index 803ddfec9..decdd67df 100644 --- a/roadmaps/power-bi/content/explore-feature@M8o5vABTrb0yRSctPX7oG.md +++ b/roadmaps/power-bi/content/explore-feature@M8o5vABTrb0yRSctPX7oG.md @@ -1,3 +1,7 @@ # Explore Feature - -The Explore feature lets report viewers open a visual into a larger, dedicated analysis view where they can add or remove fields, change the visual type, and dig deeper without editing the original report. It gives non-report-builders a way to do lightweight self-service analysis on top of an existing report. Changes made in Explore mode do not affect the original report unless explicitly saved back. \ No newline at end of file + +The Explore feature lets report viewers open a visual into a larger, dedicated analysis view where they can add or remove fields, change the visual type, and dig deeper without editing the original report. It gives non-report-builders a way to do lightweight self-service analysis on top of an existing report. Changes made in Explore mode do not affect the original report unless explicitly saved back. + +Visit the following resources to learn more: + +- [@official@Use Explore (preview) in the Power BI service](https://learn.microsoft.com/en-us/power-bi/explore-reports/explore-data-service) \ No newline at end of file diff --git a/roadmaps/power-bi/content/facts--dimensions@UsiTXTUkAS5w6IeJ0nBJ-.md b/roadmaps/power-bi/content/facts--dimensions@UsiTXTUkAS5w6IeJ0nBJ-.md index fcef4c019..dd4ced237 100644 --- a/roadmaps/power-bi/content/facts--dimensions@UsiTXTUkAS5w6IeJ0nBJ-.md +++ b/roadmaps/power-bi/content/facts--dimensions@UsiTXTUkAS5w6IeJ0nBJ-.md @@ -1,3 +1,8 @@ # Facts & Dimensions - -Fact tables hold measurable, numeric data such as sales amounts or transaction counts, usually at a fine level of detail with many rows. Dimension tables hold descriptive attributes, like product names or customer regions, that get connected to facts through relationships and used to filter or group them. Separating facts from dimensions is the core idea behind a star schema. \ No newline at end of file + +Fact tables hold measurable, numeric data such as sales amounts or transaction counts, usually at a fine level of detail with many rows. Dimension tables hold descriptive attributes, like product names or customer regions, that get connected to facts through relationships and used to filter or group them. Separating facts from dimensions is the core idea behind a star schema. + +Visit the following resources to learn more: + +- [@article@Dimensions and fact tables](https://exceltown.com/en/tutorials/power-bi/powerbi-com-and-power-bi-desktop/data-model-in-power-bi/dimensions-and-fact-tables-how-to-work-with-them-and-what-is-it/) +- [@video@Fact & Dimension tables in Power BI | Data Modelling](https://www.youtube.com/watch?v=PMSN7evZFFE) \ No newline at end of file diff --git a/roadmaps/power-bi/content/field-parameters@-dhGA5wUkvycHl30ZZELE.md b/roadmaps/power-bi/content/field-parameters@-dhGA5wUkvycHl30ZZELE.md index 674626a86..445da8938 100644 --- a/roadmaps/power-bi/content/field-parameters@-dhGA5wUkvycHl30ZZELE.md +++ b/roadmaps/power-bi/content/field-parameters@-dhGA5wUkvycHl30ZZELE.md @@ -1,3 +1,9 @@ # Field Parameters - -Field parameters let report users switch which field or measure a visual displays through a slicer, without needing a separate visual for each option. They are implemented as a special calculated table that lists the available fields, referenced dynamically inside the visual. This makes reports more flexible, letting one chart serve for multiple different metrics. \ No newline at end of file + +Field parameters let report users switch which field or measure a visual displays through a slicer, without needing a separate visual for each option. They are implemented as a special calculated table that lists the available fields, referenced dynamically inside the visual. This makes reports more flexible, letting one chart serve for multiple different metrics. + +Visit the following resources to learn more: + +- [@official@Use field parameters to let report readers change visuals](https://learn.microsoft.com/en-us/power-bi/create-reports/power-bi-field-parameters) +- [@article@Fields parameters in Power BI](https://www.sqlbi.com/articles/fields-parameters-in-power-bi/) +- [@video@Power BI Field Parameters - Why & how to use them?](https://www.youtube.com/watch?v=IR62y8Q_k-o) \ No newline at end of file diff --git a/roadmaps/power-bi/content/files@fMGZRXVaryZ25kjE-4e5x.md b/roadmaps/power-bi/content/files@fMGZRXVaryZ25kjE-4e5x.md index 647b82edf..31fc77649 100644 --- a/roadmaps/power-bi/content/files@fMGZRXVaryZ25kjE-4e5x.md +++ b/roadmaps/power-bi/content/files@fMGZRXVaryZ25kjE-4e5x.md @@ -1,3 +1,9 @@ # Files - -Power BI can import data directly from files such as Excel workbooks, CSV files, text files, XML, JSON, and PDF tables. File-based sources are common for smaller or ad hoc datasets that are not stored in a formal database. Power Query reads the file structure and lets the user select which sheets or tables to load. \ No newline at end of file + +Power BI can import data directly from files such as Excel workbooks, CSV files, text files, XML, JSON, and PDF tables. File-based sources are common for smaller or ad hoc datasets that are not stored in a formal database. Power Query reads the file structure and lets the user select which sheets or tables to load. + +Visit the following resources to learn more: + +- [@official@Get data from files for Power BI](https://learn.microsoft.com/en-us/power-bi/connect-data/service-get-data-from-files) +- [@official@Get data from comma separated value (CSV) files](https://learn.microsoft.com/en-us/power-bi/connect-data/service-comma-separated-value-files) +- [@official@Import Excel workbooks into Power BI Desktop](https://learn.microsoft.com/en-us/power-bi/connect-data/desktop-import-excel-workbooks) \ No newline at end of file diff --git a/roadmaps/power-bi/content/formatting--filtering@OSDmzLdt4rdVU2TFKazh1.md b/roadmaps/power-bi/content/formatting--filtering@OSDmzLdt4rdVU2TFKazh1.md new file mode 100644 index 000000000..4491beed8 --- /dev/null +++ b/roadmaps/power-bi/content/formatting--filtering@OSDmzLdt4rdVU2TFKazh1.md @@ -0,0 +1,3 @@ +# Formating & Filtering + +Formatting and filtering covers the set of features used to control how a report looks and what data it displays, including themes, conditional formatting, sorting, and slicers. These tools shape both the visual presentation and the interactivity available to report viewers. They are typically applied after the core visuals and data model are already in place. \ No newline at end of file diff --git a/roadmaps/power-bi/content/formatting--themes@PzH_pS8MZsfWNia-6LHYv.md b/roadmaps/power-bi/content/formatting--themes@PzH_pS8MZsfWNia-6LHYv.md index 17808080a..2d022b3da 100644 --- a/roadmaps/power-bi/content/formatting--themes@PzH_pS8MZsfWNia-6LHYv.md +++ b/roadmaps/power-bi/content/formatting--themes@PzH_pS8MZsfWNia-6LHYv.md @@ -1,3 +1,10 @@ # Formatting & Themes - -Formatting and themes control the visual appearance of a report, including colors, fonts, and visual styling, either set individually per visual or applied consistently across a whole report using a theme file. A theme is a JSON file that defines a color palette and style rules, letting an organization apply consistent branding across multiple reports at once. Manual formatting on individual visuals overrides whatever the theme sets by default. \ No newline at end of file + +Formatting and themes control the visual appearance of a report, including colors, fonts, and visual styling, either set individually per visual or applied consistently across a whole report using a theme file. A theme is a JSON file that defines a color palette and style rules, letting an organization apply consistent branding across multiple reports at once. Manual formatting on individual visuals overrides whatever the theme sets by default. + +Visit the following resources to learn more: + +- [@official@Use report themes in Power BI](https://learn.microsoft.com/en-us/power-bi/create-reports/desktop-report-themes) +- [@official@Create custom report themes in Power BI Desktop](https://learn.microsoft.com/en-us/power-bi/create-reports/report-themes-create-custom) +- [@video@Themes in Power BI](https://www.youtube.com/watch?v=C_K0H9Kv2k8) +- [@video@Build THIS! Report DESIGN in Power BI | FULL TUTORIAL](https://www.youtube.com/watch?v=cYwioeHu_OU&list=PL7YWaPR3USciiD4I-f-NPEoGd6z6C5Lfl) \ No newline at end of file diff --git a/roadmaps/power-bi/content/fundamentals@cGLTxw45dWZbKwJ_L7v2z.md b/roadmaps/power-bi/content/fundamentals@cGLTxw45dWZbKwJ_L7v2z.md index 4caecafd9..84006ecdb 100644 --- a/roadmaps/power-bi/content/fundamentals@cGLTxw45dWZbKwJ_L7v2z.md +++ b/roadmaps/power-bi/content/fundamentals@cGLTxw45dWZbKwJ_L7v2z.md @@ -1,3 +1,10 @@ # Fundamentals - -DAX fundamentals cover the basic building blocks needed to write formulas in Power BI: syntax, function categories, and the difference between columns and measures. Getting these basics solid is necessary before tackling more advanced concepts like context and filtering. Most DAX formulas are built by combining a handful of core functions in different ways. \ No newline at end of file + +DAX fundamentals cover the basic building blocks needed to write formulas in Power BI: syntax, function categories, and the difference between columns and measures. Getting these basics solid is necessary before tackling more advanced concepts like context and filtering. Most DAX formulas are built by combining a handful of core functions in different ways. + +Visit the following resources to learn more: + +- [@official@Learn DAX basics in Power BI Desktop](https://learn.microsoft.com/en-gb/power-bi/transform-model/desktop-quickstart-learn-dax-basics) +- [@official@DAX overview](https://learn.microsoft.com/en-us/dax/dax-overview) +- [@article@The DAX language](https://dax.guide/) +- [@video@Power BI DAX Tutorial for Beginners (2025): Master DAX in ONE Course!](https://www.youtube.com/watch?v=b0yWfnb2Vbw) \ No newline at end of file diff --git a/roadmaps/power-bi/content/gauges-cards--kpis@P0XqGgwc6zKGRyXwnvMwD.md b/roadmaps/power-bi/content/gauges-cards--kpis@P0XqGgwc6zKGRyXwnvMwD.md index bb522ad4c..9ac7e0a7f 100644 --- a/roadmaps/power-bi/content/gauges-cards--kpis@P0XqGgwc6zKGRyXwnvMwD.md +++ b/roadmaps/power-bi/content/gauges-cards--kpis@P0XqGgwc6zKGRyXwnvMwD.md @@ -1,3 +1,11 @@ # Gauges, Cards, & KPIs - -Gauges, cards, and KPI visuals display a single value prominently, often compared against a target or goal. Cards show one number plainly, gauges represent it on a dial with a target marker, and KPI visuals combine a value, trend, and goal into one compact visual. These are common on dashboards meant to give an at-a-glance status check. \ No newline at end of file + +Gauges, cards, and KPI visuals display a single value prominently, often compared against a target or goal. Cards show one number plainly, gauges represent it on a dial with a target marker, and KPI visuals combine a value, trend, and goal into one compact visual. These are common on dashboards meant to give an at-a-glance status check. + +Visit the following resources to learn more: + +- [@official@Create key performance indicator (KPI) visualizations](https://learn.microsoft.com/en-us/power-bi/visuals/power-bi-visualization-kpi?tabs=powerbi-desktop) +- [@official@Create a card visual in Power BI](https://learn.microsoft.com/en-us/power-bi/visuals/power-bi-visualization-card) +- [@official@Radial gauge charts in Power BI](https://learn.microsoft.com/en-us/power-bi/visuals/power-bi-visualization-radial-gauge-charts?tabs=powerbi-desktop) +- [@video@NEW Power BI Card Visual](https://www.youtube.com/watch?v=KzGmpyHl-K4) +- [@video@How to create a KPI visual in Power BI](https://www.youtube.com/watch?v=AnrGyoYsTmI) \ No newline at end of file diff --git a/roadmaps/power-bi/content/governance@d3-VRo0ZX_inzVEnUtFDl.md b/roadmaps/power-bi/content/governance@d3-VRo0ZX_inzVEnUtFDl.md index fa80b58e3..127fc019c 100644 --- a/roadmaps/power-bi/content/governance@d3-VRo0ZX_inzVEnUtFDl.md +++ b/roadmaps/power-bi/content/governance@d3-VRo0ZX_inzVEnUtFDl.md @@ -1,3 +1,3 @@ # Governance - + Governance in Power BI covers the policies and processes an organization puts in place to manage data quality, security, and consistency across all Power BI content, including standards for certified datasets, sensitivity labeling, and monitoring usage. It becomes more important as the number of reports and users grows within an organization. Administrators typically oversee governance through tenant-level settings in the Power BI admin portal. \ No newline at end of file diff --git a/roadmaps/power-bi/content/granularity@hGinFciFMdIiFv7VQle_e.md b/roadmaps/power-bi/content/granularity@hGinFciFMdIiFv7VQle_e.md index a106dfc24..612cdfb4f 100644 --- a/roadmaps/power-bi/content/granularity@hGinFciFMdIiFv7VQle_e.md +++ b/roadmaps/power-bi/content/granularity@hGinFciFMdIiFv7VQle_e.md @@ -1,3 +1,8 @@ # Granularity - -Granularity refers to the level of detail represented by each row in a fact table, such as one row per transaction versus one row per day. Choosing the right granularity affects both performance and what kinds of calculations are possible, since aggregating up is easier than breaking data down further after the fact. Mismatched granularity between related tables is a common source of modeling problems. \ No newline at end of file + +Granularity refers to the level of detail represented by each row in a fact table, such as one row per transaction versus one row per day. Choosing the right granularity affects both performance and what kinds of calculations are possible, since aggregating up is easier than breaking data down further after the fact. Mismatched granularity between related tables is a common source of modeling problems. + +Visit the following resources to learn more: + +- [@article@What is Granularity in Power BI?](https://www.graphed.com/blog/what-is-granularity-in-power-bi) +- [@video@What is Data Granularity? | BI For Beginners](https://www.youtube.com/watch?v=hiSHHTcA8Os) \ No newline at end of file diff --git a/roadmaps/power-bi/content/handling-errors@cqLk4gpK_Ex7SvpcR-EyX.md b/roadmaps/power-bi/content/handling-errors@cqLk4gpK_Ex7SvpcR-EyX.md index 087b6f4b9..fc6388bed 100644 --- a/roadmaps/power-bi/content/handling-errors@cqLk4gpK_Ex7SvpcR-EyX.md +++ b/roadmaps/power-bi/content/handling-errors@cqLk4gpK_Ex7SvpcR-EyX.md @@ -1,3 +1,8 @@ # Handling Errors - -Power Query flags rows where a transformation fails, such as a text value that cannot convert to a number, and marks them as errors rather than stopping the whole query. These errors can be removed, replaced with a default value, or kept for review, depending on how the discrepancy should be handled. Left unresolved, errors will cause the refresh to fail once the query tries to load that data into the model. \ No newline at end of file + +Power Query flags rows where a transformation fails, such as a text value that cannot convert to a number, and marks them as errors rather than stopping the whole query. These errors can be removed, replaced with a default value, or kept for review, depending on how the discrepancy should be handled. Left unresolved, errors will cause the refresh to fail once the query tries to load that data into the model. + +Visit the following resources to learn more: + +- [@official@Dealing with errors in Power Query](https://learn.microsoft.com/en-us/power-query/dealing-with-errors) +- [@video@Power BI - Introduction to Handling Errors](https://www.youtube.com/watch?v=eC9U5nhQmno) \ No newline at end of file diff --git a/roadmaps/power-bi/content/hierarchies@wbhSoBY2VjAUcnAYT8wm4.md b/roadmaps/power-bi/content/hierarchies@wbhSoBY2VjAUcnAYT8wm4.md index 952b9f042..8b09641a7 100644 --- a/roadmaps/power-bi/content/hierarchies@wbhSoBY2VjAUcnAYT8wm4.md +++ b/roadmaps/power-bi/content/hierarchies@wbhSoBY2VjAUcnAYT8wm4.md @@ -1,3 +1,9 @@ # Hierarchies - -A hierarchy in the data model groups related columns into a drill path, such as Year, Quarter, Month, and Day, so users can navigate from a summary level down to detail in a single visual. Hierarchies are built by dragging one column onto another in the model view or fields pane. They make it easier for report users to explore data without needing separate visuals for each level of detail. \ No newline at end of file + +A hierarchy in the data model groups related columns into a drill path, such as Year, Quarter, Month, and Day, so users can navigate from a summary level down to detail in a single visual. Hierarchies are built by dragging one column onto another in the model view or fields pane. They make it easier for report users to explore data without needing separate visuals for each level of detail. + +Visit the following resources to learn more: + +- [@official@Get started with hierarchies in Power BI scorecards](https://learn.microsoft.com/en-us/power-bi/create-reports/service-goals-get-started-hierarchies) +- [@article@Creating hierarchies in Power BI](https://help.zebrabi.com/kb/power-bi/hierarchies/) +- [@video@ES Skip navigation Search Create Avatar image Easily Create Hierarchies in Power BI Desktop](https://www.youtube.com/watch?v=1Y0T_KkeWyQ) \ No newline at end of file diff --git a/roadmaps/power-bi/content/import-mode@4UXIwHGpILCTfs7lLoxou.md b/roadmaps/power-bi/content/import-mode@4UXIwHGpILCTfs7lLoxou.md index f691b5968..c04b104f5 100644 --- a/roadmaps/power-bi/content/import-mode@4UXIwHGpILCTfs7lLoxou.md +++ b/roadmaps/power-bi/content/import-mode@4UXIwHGpILCTfs7lLoxou.md @@ -1,3 +1,8 @@ # Import Mode - -Import mode loads a copy of the source data into Power BI's own compressed in-memory storage, called VertiPaq. Once imported, report visuals query this local copy, which makes interactions fast regardless of the original source's speed. The trade-off is that data is only as current as the last scheduled or manual refresh. \ No newline at end of file + +Import mode loads a copy of the source data into Power BI's own compressed in-memory storage, called VertiPaq. Once imported, report visuals query this local copy, which makes interactions fast regardless of the original source's speed. The trade-off is that data is only as current as the last scheduled or manual refresh. + +Visit the following resources to learn more: + +- [@official@Import Mode](https://learn.microsoft.com/en-us/power-bi/connect-data/service-dataset-modes-understand#import-mode) +- [@video@Import vs DirectQuery in Power BI](https://www.youtube.com/watch?v=tDIsCVB7mnI) \ No newline at end of file diff --git a/roadmaps/power-bi/content/incremental-refresh@qABASsA3GLMJITuKqH0Te.md b/roadmaps/power-bi/content/incremental-refresh@qABASsA3GLMJITuKqH0Te.md index 334dba227..6f7ec058d 100644 --- a/roadmaps/power-bi/content/incremental-refresh@qABASsA3GLMJITuKqH0Te.md +++ b/roadmaps/power-bi/content/incremental-refresh@qABASsA3GLMJITuKqH0Te.md @@ -1,3 +1,8 @@ # Incremental Refresh - -Incremental refresh configures a dataset to only reload recent data on each refresh, rather than reprocessing the entire history every time. It uses date-based partitions defined with parameters, refreshing a small recent window while leaving older partitions untouched. This significantly cuts refresh time and resource use for large, growing datasets. \ No newline at end of file + +Incremental refresh configures a dataset to only reload recent data on each refresh, rather than reprocessing the entire history every time. It uses date-based partitions defined with parameters, refreshing a small recent window while leaving older partitions untouched. This significantly cuts refresh time and resource use for large, growing datasets. + +Visit the following resources to learn more: + +- [@official@Configure incremental refresh and real-time data for Power BI](https://learn.microsoft.com/en-us/power-bi/connect-data/incremental-refresh-overview) +- [@video@Configuring Incremental Refresh in Power BI](https://www.youtube.com/watch?v=Kui_1G6kQIQ) \ No newline at end of file diff --git a/roadmaps/power-bi/content/installing-power-bi@4S5zKmpa29_re_rOZD9mt.md b/roadmaps/power-bi/content/installing-power-bi@4S5zKmpa29_re_rOZD9mt.md index 9fac38f01..9ed3ad87e 100644 --- a/roadmaps/power-bi/content/installing-power-bi@4S5zKmpa29_re_rOZD9mt.md +++ b/roadmaps/power-bi/content/installing-power-bi@4S5zKmpa29_re_rOZD9mt.md @@ -1,3 +1,8 @@ # Installing Power BI - -Installing Power BI Desktop involves downloading it from the Microsoft Store or the Power BI website and running the setup file, which requires no special configuration for most users. The Service and Mobile app do not need installation in the same sense: the Service runs in a browser, and Mobile is installed like any other app from an app store. Organizations sometimes manage Desktop installation through their own software deployment tools instead of individual downloads. \ No newline at end of file + +Installing Power BI Desktop involves downloading it from the Microsoft Store or the Power BI website and running the setup file; most users require no special configuration. The Service and Mobile app do not need to be installed in the same sense: the Service runs in a browser, and Mobile is installed like any other app from an app store. Organizations sometimes manage Desktop installation through their own software deployment tools instead of individual downloads. + +Visit the following resources to learn more: + +- [@official@Download Microsoft Power BI Desktop](https://www.microsoft.com/es-es/download/details.aspx?id=58494) +- [@video@Install Power BI Desktop the RIGHT WAY!](https://www.youtube.com/watch?v=qIt2n46Qa7s) \ No newline at end of file diff --git a/roadmaps/power-bi/content/integrations@Tg7TuqzUQrGpWm2LJej2-.md b/roadmaps/power-bi/content/integrations@Tg7TuqzUQrGpWm2LJej2-.md index b7331cfac..cd9e40d87 100644 --- a/roadmaps/power-bi/content/integrations@Tg7TuqzUQrGpWm2LJej2-.md +++ b/roadmaps/power-bi/content/integrations@Tg7TuqzUQrGpWm2LJej2-.md @@ -1,3 +1,3 @@ # Integrations - + Integrations cover the ways Power BI connects with other tools and platforms beyond its own ecosystem, including Excel, Python and R, Microsoft Fabric, Power BI Embedded, and the REST API. These integrations extend what Power BI can do or let its content be used inside other applications. They are relevant to more advanced or custom use cases beyond typical report building. \ No newline at end of file diff --git a/roadmaps/power-bi/content/interactivity@Ts5wEmq3U761ObsaLVCsE.md b/roadmaps/power-bi/content/interactivity@Ts5wEmq3U761ObsaLVCsE.md index d596b22e0..293673f1b 100644 --- a/roadmaps/power-bi/content/interactivity@Ts5wEmq3U761ObsaLVCsE.md +++ b/roadmaps/power-bi/content/interactivity@Ts5wEmq3U761ObsaLVCsE.md @@ -1,3 +1,7 @@ # Interactivity - -Interactivity refers to the features that let report viewers explore data dynamically rather than viewing a static image, including cross-filtering between visuals, drill-through, bookmarks, and buttons. These features turn a report into a tool for investigation rather than just a summary. Designing good interactivity requires thinking about how a viewer will naturally want to explore the data. \ No newline at end of file + +Interactivity refers to the features that let report viewers explore data dynamically rather than viewing a static image, including cross-filtering between visuals, drill-through, bookmarks, and buttons. These features turn a report into a tool for investigation rather than just a summary. Designing good interactivity requires thinking about how a viewer will naturally want to explore the data. + +Visit the following resources to learn more: + +- [@official@Change how visuals interact in a Power BI report](https://learn.microsoft.com/en-us/power-bi/create-reports/service-reports-visual-interactions?tabs=powerbi-desktop) \ No newline at end of file diff --git a/roadmaps/power-bi/content/introduction@2QB2qNbr8IHv4YbB-hYqf.md b/roadmaps/power-bi/content/introduction@2QB2qNbr8IHv4YbB-hYqf.md index 1695b2c11..19463c781 100644 --- a/roadmaps/power-bi/content/introduction@2QB2qNbr8IHv4YbB-hYqf.md +++ b/roadmaps/power-bi/content/introduction@2QB2qNbr8IHv4YbB-hYqf.md @@ -1,3 +1,10 @@ # Introduction - -Power BI is a business intelligence tool from Microsoft for connecting to data, transforming it, and building interactive reports and dashboards. It combines a desktop authoring app, a cloud service for publishing and sharing, and a mobile app for viewing reports on the go. Analysts and business users use it to turn raw data from spreadsheets, databases, and cloud services into visual insights without writing much code. \ No newline at end of file + +Power BI is a business intelligence tool from Microsoft for connecting to data, transforming it, and building interactive reports and dashboards. It combines a desktop authoring app, a cloud service for publishing and sharing, and a mobile app for viewing reports on the go. Analysts and business users use it to turn raw data from spreadsheets, databases, and cloud services into visual insights without writing much code. + +Visit the following resources to learn more: + +- [@official@What is Power BI?](https://learn.microsoft.com/en-us/power-bi/fundamentals/power-bi-overview) +- [@official@Get started with Power BI Desktop](https://learn.microsoft.com/en-us/power-bi/fundamentals/desktop-getting-started) +- [@official@Training for Power BI](https://learn.microsoft.com/en-us/training/powerplatform/power-bi) +- [@video@Learn Power BI in Under 3 Hours](https://www.youtube.com/watch?v=I0vQ_VLZTWg) \ No newline at end of file diff --git a/roadmaps/power-bi/content/iterator-functions@GdcUdMG8C62PeVe0hJaJZ.md b/roadmaps/power-bi/content/iterator-functions@GdcUdMG8C62PeVe0hJaJZ.md index 2fa4941c3..c98c05f2b 100644 --- a/roadmaps/power-bi/content/iterator-functions@GdcUdMG8C62PeVe0hJaJZ.md +++ b/roadmaps/power-bi/content/iterator-functions@GdcUdMG8C62PeVe0hJaJZ.md @@ -1,3 +1,7 @@ # Iterator Functions - -Iterator functions in DAX, such as SUMX, AVERAGEX, and FILTER, loop through a table row by row, evaluating an expression for each row before combining the results. They are needed when a calculation cannot be expressed as a simple aggregation of an existing column, such as multiplying quantity by price for each row before summing. Iterators are one of the more powerful but performance-sensitive tools in DAX. \ No newline at end of file + +Iterator functions in DAX, such as SUMX, AVERAGEX, and FILTER, loop through a table row by row, evaluating an expression for each row before combining the results. They are needed when a calculation cannot be expressed as a simple aggregation of an existing column, such as multiplying quantity by price for each row before summing. Iterators are one of the more powerful but performance-sensitive tools in DAX. + +Visit the following resources to learn more: + +- [@video@Power BI DAX for Beginners #8: Iterative Functions](https://www.youtube.com/watch?v=nBmsDnvh-Ao) \ No newline at end of file diff --git a/roadmaps/power-bi/content/joins@OUo1KyRG-Qc5I6GWZR2pp.md b/roadmaps/power-bi/content/joins@OUo1KyRG-Qc5I6GWZR2pp.md index 38dbab613..d99cf0cf9 100644 --- a/roadmaps/power-bi/content/joins@OUo1KyRG-Qc5I6GWZR2pp.md +++ b/roadmaps/power-bi/content/joins@OUo1KyRG-Qc5I6GWZR2pp.md @@ -1,3 +1,9 @@ # Joins - -Joins in Power Query, called merges, combine two tables side by side based on matching values in one or more key columns. Users choose a join type such as inner, left outer, right outer, or full outer, which determines which rows are kept when matches are found or missing. This is the main way to bring related tables together before loading them into the data model. \ No newline at end of file + +Joins in Power Query, called merges, combine two tables side by side based on matching values in one or more key columns. Users choose a join type such as inner, left outer, right outer, or full outer, which determines which rows are kept when matches are found or missing. This is the main way to bring related tables together before loading them into the data model. + +Visit the following resources to learn more: + +- [@official@Shape and combine data in Power BI Desktop](https://learn.microsoft.com/en-us/power-bi/connect-data/desktop-shape-and-combine-data) +- [@article@Power Query Basics: Merge Queries](https://iterationinsights.com/article/power-query-basics-merge-queries-and-the-differences-of-join-types/) +- [@video@Power Query Secrets: How to Merge Tables Like a Pro!](https://www.youtube.com/watch?v=m4feUpoDpVI) \ No newline at end of file diff --git a/roadmaps/power-bi/content/key-influencers@uoFvTcMDDIkYHz_d7ZeX-.md b/roadmaps/power-bi/content/key-influencers@uoFvTcMDDIkYHz_d7ZeX-.md index 88dca6d4f..843016a91 100644 --- a/roadmaps/power-bi/content/key-influencers@uoFvTcMDDIkYHz_d7ZeX-.md +++ b/roadmaps/power-bi/content/key-influencers@uoFvTcMDDIkYHz_d7ZeX-.md @@ -1,3 +1,9 @@ # Key Influencers - -The key influencers visual analyzes what factors are most strongly associated with a change in a chosen metric, using a statistical model behind the scenes to identify contributing variables. It ranks factors by their relative influence and shows how each one affects the outcome, such as which customer attributes are associated with churn. This visual automates a type of analysis that would otherwise require manual statistical work. \ No newline at end of file + +The key influencers visual analyzes what factors are most strongly associated with a change in a chosen metric, using a statistical model behind the scenes to identify contributing variables. It ranks factors by their relative influence and shows how each one affects the outcome, such as which customer attributes are associated with churn. This visual automates a type of analysis that would otherwise require manual statistical work. + +Visit the following resources to learn more: + +- [@official@Create key influencers visualizations](https://learn.microsoft.com/en-us/power-bi/visuals/power-bi-visualization-influencers?tabs=powerbi-desktop) +- [@article@Key Influencers in Power BI](https://medium.com/@f.jtundeadedipe/key-influencers-in-power-bi-c92baf696d16) +- [@video@Find Hidden Insights Fast with Power BI Key Influencers Visual](https://www.youtube.com/watch?v=jTB3ror4QF8) \ No newline at end of file diff --git a/roadmaps/power-bi/content/licensing-tiers@y9CTbobwkPNDUDDkJLdQX.md b/roadmaps/power-bi/content/licensing-tiers@y9CTbobwkPNDUDDkJLdQX.md index 9957baea1..86cad71c8 100644 --- a/roadmaps/power-bi/content/licensing-tiers@y9CTbobwkPNDUDDkJLdQX.md +++ b/roadmaps/power-bi/content/licensing-tiers@y9CTbobwkPNDUDDkJLdQX.md @@ -1,3 +1,8 @@ # Licensing Tiers - -Power BI is offered through a few licensing tiers: Free, Pro, Premium Per User, and Premium capacity, each unlocking a different set of features and limits. Free covers basic report building and viewing, Pro adds sharing and collaboration, and the Premium tiers add larger dataset sizes, more frequent refreshes, and dedicated capacity for an organization. Choosing the right plan depends on how many people need access and how heavy the reporting workload is. \ No newline at end of file + +Power BI is offered through a few licensing tiers: Free, Pro, Premium Per User, and Premium capacity, each unlocking a different set of features and limits. Free covers basic report building and viewing, Pro adds sharing and collaboration, and the Premium tiers add larger dataset sizes, more frequent refreshes, and dedicated capacity for an organization. Choosing the right plan depends on how many people need access and how heavy the reporting workload is. + +Visit the following resources to learn more: + +- [@official@Power BI Pricing](https://www.microsoft.com/en-us/power-platform/products/power-bi/pricing) +- [@official@Licenses and subscriptions for business users](https://learn.microsoft.com/en-us/power-bi/fundamentals/end-user-license) \ No newline at end of file diff --git a/roadmaps/power-bi/content/line--area-charts@JEudXkog9r0szwd6RMw1L.md b/roadmaps/power-bi/content/line--area-charts@JEudXkog9r0szwd6RMw1L.md index c70c19d44..49e306a6b 100644 --- a/roadmaps/power-bi/content/line--area-charts@JEudXkog9r0szwd6RMw1L.md +++ b/roadmaps/power-bi/content/line--area-charts@JEudXkog9r0szwd6RMw1L.md @@ -1,3 +1,10 @@ # Line & Area Charts - -Line charts connect data points with a continuous line, making them the standard choice for showing trends over a continuous axis like time. Area charts are a variation that fills the space beneath the line, which can help emphasize volume or make it easier to compare multiple stacked series. Both work best when there are enough data points to show a clear trend rather than isolated values. \ No newline at end of file + +Line charts connect data points with a continuous line, making them the standard choice for showing trends over a continuous axis like time. Area charts are a variation that fills the space beneath the line, which can help emphasize volume or make it easier to compare multiple stacked series. Both work best when there are enough data points to show a clear trend rather than isolated values. + +Visit the following resources to learn more: + +- [@official@Line charts in Power BI](https://learn.microsoft.com/en-us/power-bi/visuals/power-bi-line-chart) +- [@official@Create and use basic area charts](https://learn.microsoft.com/en-us/power-bi/visuals/power-bi-visualization-basic-area-chart) +- [@video@Your Power BI Line Chart Is Missing This (Most People Don't Know It)](https://www.youtube.com/watch?v=nAopHkQDH2w) +- [@video@How to create and Customize Area Chart in Power BI](https://www.youtube.com/watch?v=NTDjUXKX-0g) \ No newline at end of file diff --git a/roadmaps/power-bi/content/logical-functions@KVOe7N9mpfqbAvF_bQxYB.md b/roadmaps/power-bi/content/logical-functions@KVOe7N9mpfqbAvF_bQxYB.md index e300ac48e..85c5cb48d 100644 --- a/roadmaps/power-bi/content/logical-functions@KVOe7N9mpfqbAvF_bQxYB.md +++ b/roadmaps/power-bi/content/logical-functions@KVOe7N9mpfqbAvF_bQxYB.md @@ -1,3 +1,9 @@ # Logical Functions - -Logical functions in DAX, such as IF, AND, OR, and SWITCH, evaluate conditions and return different results depending on whether they are true or false. They are used to build conditional logic within a measure or calculated column, similar to conditional statements in other languages. SWITCH is commonly preferred over nested IF statements once there are more than two or three conditions. \ No newline at end of file + +Logical functions in DAX, such as IF, AND, OR, and SWITCH, evaluate conditions and return different results depending on whether they are true or false. They are used to build conditional logic within a measure or calculated column, similar to conditional statements in other languages. SWITCH is commonly preferred over nested IF statements once there are more than two or three conditions. + +Visit the following resources to learn more: + +- [@official@Logical functions in DAX](https://learn.microsoft.com/en-us/dax/logical-functions-dax) +- [@article@Logical functions](https://dax.guide/functions/logical/) +- [@video@Power BI DAX Part 3 - Logical Functions](https://www.youtube.com/watch?v=YTdxWVyYNkU) \ No newline at end of file diff --git a/roadmaps/power-bi/content/m-language-basics@7JeXBAYhv_3ZZr3niaIhd.md b/roadmaps/power-bi/content/m-language-basics@7JeXBAYhv_3ZZr3niaIhd.md index e8a4645be..57b2f4229 100644 --- a/roadmaps/power-bi/content/m-language-basics@7JeXBAYhv_3ZZr3niaIhd.md +++ b/roadmaps/power-bi/content/m-language-basics@7JeXBAYhv_3ZZr3niaIhd.md @@ -1,3 +1,10 @@ # M Language Basics - -M is the functional language used by Power Query to define data transformations. Every query is a sequence of steps expressed as M expressions, with each step referencing the result of the one before it. Learning its syntax, such as let and in blocks, lets users write custom logic beyond what the graphical interface supports. \ No newline at end of file + +M is the functional language used by Power Query to define data transformations. Every query is a sequence of steps expressed as M expressions, with each step referencing the result of the one before it. Learning its syntax, such as let and in blocks, lets users write custom logic beyond what the graphical interface supports. + +Visit the following resources to learn more: + +- [@official@Quick tour of the Power Query M formula language](https://learn.microsoft.com/en-us/powerquery-m/quick-tour-of-the-power-query-m-formula-language) +- [@official@Understanding Power Query M functions](https://learn.microsoft.com/en-us/powerquery-m/understanding-power-query-m-functions) +- [@video@Power query M language](https://www.youtube.com/playlist?list=PL2Wq16IU3XbmLZrb68YTFTamQnaFzZu-d) +- [@video@M Query Tutorial for Beginners](https://www.youtube.com/playlist?list=PL69uhGeC7jeMmekYE1K8eJ8JH_A4xI3HA) \ No newline at end of file diff --git a/roadmaps/power-bi/content/maps@VWVF938IZeNS2E1SrS29l.md b/roadmaps/power-bi/content/maps@VWVF938IZeNS2E1SrS29l.md index dbb1c5032..d752c8e4c 100644 --- a/roadmaps/power-bi/content/maps@VWVF938IZeNS2E1SrS29l.md +++ b/roadmaps/power-bi/content/maps@VWVF938IZeNS2E1SrS29l.md @@ -1,3 +1,9 @@ # Maps - -Map visuals plot data geographically, using either points on a map for specific locations or shaded regions for values tied to areas like states or countries. Power BI supports a few map types, including standard maps, filled maps, and ArcGIS-based maps for more advanced geographic analysis. They rely on location data being correctly recognized, often helped along by setting the right data category on the relevant column. \ No newline at end of file + +Map visuals plot data geographically, using either points on a map for specific locations or shaded regions for values tied to areas like states or countries. Power BI supports a few map types, including standard maps, filled maps, and ArcGIS-based maps for more advanced geographic analysis. They rely on location data being correctly recognized, often helped along by setting the right data category on the relevant column. + +Visit the following resources to learn more: + +- [@official@Map visualizations in Power BI](https://learn.microsoft.com/en-us/power-bi/visuals/power-bi-map-visualizations-overview) +- [@article@A deep dive into map visualisations in Power BI](https://medium.com/digital-and-innovation-at-british-red-cross/a-deep-dive-into-map-visualisations-in-power-bi-1e57c5a3e701) +- [@video@Power BI MAP Visualization: Must-Know PBI MasterClass!!!](https://www.youtube.com/watch?v=LFMn3wnruNc) \ No newline at end of file diff --git a/roadmaps/power-bi/content/matrix--table-visuals@fwUzkj_cd8tQWM_du19i1.md b/roadmaps/power-bi/content/matrix--table-visuals@fwUzkj_cd8tQWM_du19i1.md index 2891df1c3..f2d72fb66 100644 --- a/roadmaps/power-bi/content/matrix--table-visuals@fwUzkj_cd8tQWM_du19i1.md +++ b/roadmaps/power-bi/content/matrix--table-visuals@fwUzkj_cd8tQWM_du19i1.md @@ -1,3 +1,10 @@ # Matrix & Table Visuals - -Table visuals display data in rows and columns similar to a spreadsheet, while matrix visuals add the ability to group rows and columns into a pivot-table style structure with expandable hierarchies. Both are used when users need to see exact numbers rather than a visual summary, or need to drill into totals and subtotals. Matrix visuals in particular support features like row and column grouping that plain tables do not. \ No newline at end of file + +Table visuals display data in rows and columns similar to a spreadsheet, while matrix visuals add the ability to group rows and columns into a pivot-table style structure with expandable hierarchies. Both are used when users need to see exact numbers rather than a visual summary, or need to drill into totals and subtotals. Matrix visuals in particular support features like row and column grouping that plain tables do not. + +Visit the following resources to learn more: + +- [@official@Create a matrix visual in Power BI](https://learn.microsoft.com/en-us/power-bi/visuals/power-bi-visualization-matrix-visual) +- [@official@Create and format table visualizations in Power BI](https://learn.microsoft.com/en-us/power-bi/visuals/power-bi-visualization-tables?tabs=powerbi-desktop) +- [@video@Ultimate Guide to MATRIX Tables in Power BI](https://www.youtube.com/watch?v=qphVQdI5rQs) +- [@video@Make your tables look AMAZINGLY beautiful with these two tricks in Power BI](https://www.youtube.com/watch?v=97M-D5WXaqI) \ No newline at end of file diff --git a/roadmaps/power-bi/content/microsoft-fabric@ls626i2TukzHY0Q_LnlVs.md b/roadmaps/power-bi/content/microsoft-fabric@ls626i2TukzHY0Q_LnlVs.md index 7a5854a6c..5510e9689 100644 --- a/roadmaps/power-bi/content/microsoft-fabric@ls626i2TukzHY0Q_LnlVs.md +++ b/roadmaps/power-bi/content/microsoft-fabric@ls626i2TukzHY0Q_LnlVs.md @@ -1,3 +1,3 @@ # Microsoft Fabric - + Microsoft Fabric is Microsoft's unified data platform that brings together data engineering, data warehousing, and data science alongside Power BI, all built on a shared storage layer called OneLake. Power BI datasets within Fabric can use Direct Lake mode to query data stored in OneLake without a separate import step. Fabric represents a shift toward Power BI being one part of a broader integrated analytics platform rather than a standalone tool. \ No newline at end of file diff --git a/roadmaps/power-bi/content/mobile-app@6Evp-E8U-n3EutKt2cqnX.md b/roadmaps/power-bi/content/mobile-app@6Evp-E8U-n3EutKt2cqnX.md index 9e179b844..d0eba7c73 100644 --- a/roadmaps/power-bi/content/mobile-app@6Evp-E8U-n3EutKt2cqnX.md +++ b/roadmaps/power-bi/content/mobile-app@6Evp-E8U-n3EutKt2cqnX.md @@ -1,3 +1,3 @@ # Mobile App - + The Power BI mobile app, in the context of the Service, is where published reports and dashboards become available for viewing on phones and tablets once a user has access through the Service. It supports features like push notifications for data alerts and offline access to recently opened reports. Reports viewed on mobile can automatically adjust to phone-friendly layouts if one has been designed for them. \ No newline at end of file diff --git a/roadmaps/power-bi/content/mobile@H8vRATlg1hX8iPwLJdeOR.md b/roadmaps/power-bi/content/mobile@H8vRATlg1hX8iPwLJdeOR.md index b37aafb02..1f37b4a1c 100644 --- a/roadmaps/power-bi/content/mobile@H8vRATlg1hX8iPwLJdeOR.md +++ b/roadmaps/power-bi/content/mobile@H8vRATlg1hX8iPwLJdeOR.md @@ -1,3 +1,9 @@ # Mobile - -Power BI Mobile is the app for iOS and Android that lets users view reports and dashboards on their phone or tablet. It supports touch-optimized layouts, offline caching of recently viewed reports, and alerts when a metric crosses a threshold. It is meant for consuming reports rather than building them. \ No newline at end of file + +Power BI Mobile is the app for iOS and Android that lets users view reports and dashboards on their phone or tablet. It supports touch-optimized layouts, offline caching of recently viewed reports, and alerts when a metric crosses a threshold. It is meant for consuming reports rather than building them. + +Visit the following resources to learn more: + +- [@official@Insights anywhere with Power BI Mobile](https://www.microsoft.com/en-us/power-platform/products/power-bi/mobile) +- [@official@What are the Power BI mobile apps?](https://learn.microsoft.com/en-us/power-bi/explore-reports/mobile/mobile-apps-for-mobile-devices) +- [@video@Publish and view your Dashboard on your Mobile device](https://www.youtube.com/watch?v=syq1ltNI0u8) \ No newline at end of file diff --git a/roadmaps/power-bi/content/model-objects@vBimOM-ayzWiwGFPRZqW4.md b/roadmaps/power-bi/content/model-objects@vBimOM-ayzWiwGFPRZqW4.md index 644238d3c..acff4b220 100644 --- a/roadmaps/power-bi/content/model-objects@vBimOM-ayzWiwGFPRZqW4.md +++ b/roadmaps/power-bi/content/model-objects@vBimOM-ayzWiwGFPRZqW4.md @@ -1,3 +1,7 @@ # Model Objects - -Model objects refer to the different building blocks that make up a Power BI data model: tables, columns, calculated columns and tables, measures, hierarchies, and aggregations. Each object type serves a different purpose, from storing raw data to defining calculations. Understanding what each object does is necessary for structuring a model correctly. \ No newline at end of file + +Model objects refer to the different building blocks that make up a Power BI data model: tables, columns, calculated columns and tables, measures, hierarchies, and aggregations. Each object type serves a different purpose, from storing raw data to defining calculations. Understanding what each object does is necessary for structuring a model correctly. + +Visit the following resources to learn more: + +- [@video@Exploring the SEMANTIC MODEL in Power BI](https://www.youtube.com/watch?v=LIbPQfACfKY) \ No newline at end of file diff --git a/roadmaps/power-bi/content/model-optimization@jAkxBHWrRTFnhs9deON6b.md b/roadmaps/power-bi/content/model-optimization@jAkxBHWrRTFnhs9deON6b.md index b13ce2433..3b19691c2 100644 --- a/roadmaps/power-bi/content/model-optimization@jAkxBHWrRTFnhs9deON6b.md +++ b/roadmaps/power-bi/content/model-optimization@jAkxBHWrRTFnhs9deON6b.md @@ -1,3 +1,8 @@ # Model Optimization - -Model optimization covers techniques to reduce a data model's size and improve its query speed, such as removing unused columns, choosing efficient data types, and reducing cardinality where possible. Since Power BI's in-memory engine compresses data based on column cardinality, fewer unique values in a column generally means better compression. Optimization matters most as datasets grow into the millions of rows. \ No newline at end of file + +Model optimization covers techniques to reduce a data model's size and improve its query speed, such as removing unused columns, choosing efficient data types, and reducing cardinality where possible. Since Power BI's in-memory engine compresses data based on column cardinality, fewer unique values in a column generally means better compression. Optimization matters most as datasets grow into the millions of rows. + +Visit the following resources to learn more: + +- [@official@Optimization guide for Power BI](https://learn.microsoft.com/en-us/power-bi/guidance/power-bi-optimization) +- [@video@10 Steps to Optimize Your Data Model in Power BI](https://www.youtube.com/watch?v=MGkCCbK86qw) \ No newline at end of file diff --git a/roadmaps/power-bi/content/object-level-security@l7_l2lM0A0Z6jNt-ypRR-.md b/roadmaps/power-bi/content/object-level-security@l7_l2lM0A0Z6jNt-ypRR-.md index b972d7013..8fc2ee6c5 100644 --- a/roadmaps/power-bi/content/object-level-security@l7_l2lM0A0Z6jNt-ypRR-.md +++ b/roadmaps/power-bi/content/object-level-security@l7_l2lM0A0Z6jNt-ypRR-.md @@ -1,3 +1,3 @@ # Object-Level Security - + Object-level security restricts access to entire tables or columns in the data model, hiding them completely from certain users rather than just filtering rows. It is used when specific columns, like salary or other sensitive fields, should not be visible to some users at all, regardless of row-level filters. This is set up through external tools like Tabular Editor rather than the standard Power BI Desktop interface. \ No newline at end of file diff --git a/roadmaps/power-bi/content/on-premises-data-gateway@7CyF7zG9yRiJWq2XmEKVG.md b/roadmaps/power-bi/content/on-premises-data-gateway@7CyF7zG9yRiJWq2XmEKVG.md index d34b24583..bfbb146da 100644 --- a/roadmaps/power-bi/content/on-premises-data-gateway@7CyF7zG9yRiJWq2XmEKVG.md +++ b/roadmaps/power-bi/content/on-premises-data-gateway@7CyF7zG9yRiJWq2XmEKVG.md @@ -1,3 +1,8 @@ # On-premises Data Gateway - -The on-premises data gateway is software installed on a local machine that lets the Power BI Service securely connect to data sources that live inside a private network, such as an on-premises SQL Server. It acts as a bridge, forwarding queries from the cloud to the source without exposing the source directly to the internet. A gateway is required whenever a scheduled refresh or DirectQuery needs to reach data not otherwise accessible from the cloud. \ No newline at end of file + +The on-premises data gateway is software installed on a local machine that lets the Power BI Service securely connect to data sources that live inside a private network, such as an on-premises SQL Server. It acts as a bridge, forwarding queries from the cloud to the source without exposing the source directly to the internet. A gateway is required whenever a scheduled refresh or DirectQuery needs to reach data not otherwise accessible from the cloud. + +Visit the following resources to learn more: + +- [@official@What is an on-premises data gateway?](https://learn.microsoft.com/en-us/power-bi/connect-data/service-gateway-onprem) +- [@video@How to configure Gateway Connection in Power BI Service](https://www.youtube.com/watch?v=i4OALAQ7qz4) \ No newline at end of file diff --git a/roadmaps/power-bi/content/paginated-reports-rdl@ryiwhhGAviD-QFlD-c5If.md b/roadmaps/power-bi/content/paginated-reports-rdl@ryiwhhGAviD-QFlD-c5If.md index 0f3fbb983..2ecfb9d04 100644 --- a/roadmaps/power-bi/content/paginated-reports-rdl@ryiwhhGAviD-QFlD-c5If.md +++ b/roadmaps/power-bi/content/paginated-reports-rdl@ryiwhhGAviD-QFlD-c5If.md @@ -1,3 +1,9 @@ # Paginated Reports (RDL) - -Paginated reports are print-ready, pixel-perfect reports built with Report Builder and defined in RDL format, designed to render consistently across page sizes for printing or PDF export. Unlike regular Power BI reports, they are built for exact layout control rather than interactive exploration. They are often used for things like invoices, regulatory documents, or operational reports that need a fixed, predictable format. \ No newline at end of file + +Paginated reports are print-ready, pixel-perfect reports built with Report Builder and defined in RDL format, designed to render consistently across page sizes for printing or PDF export. Unlike regular Power BI reports, they are built for exact layout control rather than interactive exploration. They are often used for things like invoices, regulatory documents, or operational reports that need a fixed, predictable format. + +Visit the following resources to learn more: + +- [@official@What are paginated reports in Power BI?](https://learn.microsoft.com/en-us/power-bi/paginated-reports/paginated-reports-report-builder-power-bi) +- [@official@Create a paginated report from a Power BI report or dataset](https://learn.microsoft.com/en-us/power-bi/paginated-reports/paginated-reports-download-rdl) +- [@video@How to Publish and Migrate RDL Files](https://www.youtube.com/watch?v=58rLq8MF2mc) \ No newline at end of file diff --git a/roadmaps/power-bi/content/parameters--functions@_vIHVUkhy9Cu-WGdg59fi.md b/roadmaps/power-bi/content/parameters--functions@_vIHVUkhy9Cu-WGdg59fi.md index 61293ca4c..0651fb388 100644 --- a/roadmaps/power-bi/content/parameters--functions@_vIHVUkhy9Cu-WGdg59fi.md +++ b/roadmaps/power-bi/content/parameters--functions@_vIHVUkhy9Cu-WGdg59fi.md @@ -1,3 +1,10 @@ # Parameters & Functions - -Parameters in Power Query are named values that can be reused across queries, such as a file path or a date range, making it easy to update many queries at once by changing a single value. Custom functions extend this by wrapping a query into a reusable block of logic that can be called with different inputs. Together they support building scalable, repeatable transformation logic instead of duplicating steps. \ No newline at end of file + +Parameters in Power Query are named values that can be reused across queries, such as a file path or a date range, making it easy to update many queries at once by changing a single value. Custom functions extend this by wrapping a query into a reusable block of logic that can be called with different inputs. Together they support building scalable, repeatable transformation logic instead of duplicating steps. + +Visit the following resources to learn more: + +- [@official@Using parameters](https://learn.microsoft.com/en-us/power-query/power-query-query-parameters) +- [@official@Use custom functions](https://learn.microsoft.com/en-us/power-query/custom-function) +- [@video@Using Parameters in Power BI](https://www.youtube.com/watch?v=LDWEoWoabAI) +- [@video@ES Skip navigation Search Create Power Query Custom Functions](https://www.youtube.com/watch?v=Z4HrYGZUjuw) \ No newline at end of file diff --git a/roadmaps/power-bi/content/performance-analyzer@c4Ca3HejJsCRvu2BgHzlP.md b/roadmaps/power-bi/content/performance-analyzer@c4Ca3HejJsCRvu2BgHzlP.md index 6b1ac91b9..b670eec81 100644 --- a/roadmaps/power-bi/content/performance-analyzer@c4Ca3HejJsCRvu2BgHzlP.md +++ b/roadmaps/power-bi/content/performance-analyzer@c4Ca3HejJsCRvu2BgHzlP.md @@ -1,3 +1,9 @@ # Performance Analyzer - -Performance Analyzer is a built-in Power BI Desktop tool that records how long each visual takes to render, broken down by DAX query time, visual display time, and other processing. It helps pinpoint whether a slow report is caused by an inefficient measure, a heavy visual, or the underlying data model. Recorded traces can also be exported for deeper analysis in external tools. \ No newline at end of file + +Performance Analyzer is a built-in Power BI Desktop tool that records how long each visual takes to render, broken down by DAX query time, visual display time, and other processing. It helps pinpoint whether a slow report is caused by an inefficient measure, a heavy visual, or the underlying data model. Recorded traces can also be exported for deeper analysis in external tools. + +Visit the following resources to learn more: + +- [@official@Use Performance Analyzer to examine report performance](https://learn.microsoft.com/en-us/power-bi/create-reports/performance-analyzer) +- [@article@Advanced Power BI Performance Analyser by SmartPowerBI](https://smartpowerbi.co.uk/2021/10/12/advanced-power-bi-performance-analyser-by-smartpowerbi/) +- [@video@Use PERFORMANCE ANALYZER to look for bottlenecks](https://www.youtube.com/watch?v=VFcDCls0la4) \ No newline at end of file diff --git a/roadmaps/power-bi/content/pie--donut-charts@EJKYzHDG2YQawVpiqL-jU.md b/roadmaps/power-bi/content/pie--donut-charts@EJKYzHDG2YQawVpiqL-jU.md index 5730f8dd2..840ab8e3b 100644 --- a/roadmaps/power-bi/content/pie--donut-charts@EJKYzHDG2YQawVpiqL-jU.md +++ b/roadmaps/power-bi/content/pie--donut-charts@EJKYzHDG2YQawVpiqL-jU.md @@ -1,3 +1,9 @@ # Pie & Donut Charts - -Pie and donut charts show how a total is divided into parts, with each slice sized proportionally to its share of the whole. They are best used with only a handful of categories, since too many slices become hard to read and compare accurately. A donut chart is the same concept with a hole in the middle, often used to also display a total value. \ No newline at end of file + +Pie and donut charts show how a total is divided into parts, with each slice sized proportionally to its share of the whole. They are best used with only a handful of categories, since too many slices become hard to read and compare accurately. A donut chart is the same concept with a hole in the middle, often used to also display a total value. + +Visit the following resources to learn more: + +- [@official@Create and use pie and donut charts in Power BI](https://learn.microsoft.com/en-us/power-bi/visuals/power-bi-visualization-pie-donut-chart?tabs=powerbi-desktop) +- [@video@How to make Pie Charts](https://www.youtube.com/watch?v=oxz4IRELtJ4) +- [@video@Power BI Just Unlocked Donut Chart INSANITY](https://www.youtube.com/watch?v=2VJxYNIzjuM) \ No newline at end of file diff --git a/roadmaps/power-bi/content/pivot--transpose@zRLfg-lJsWkNsZoY-Lqid.md b/roadmaps/power-bi/content/pivot--transpose@zRLfg-lJsWkNsZoY-Lqid.md index a040cc7a4..c3a84293a 100644 --- a/roadmaps/power-bi/content/pivot--transpose@zRLfg-lJsWkNsZoY-Lqid.md +++ b/roadmaps/power-bi/content/pivot--transpose@zRLfg-lJsWkNsZoY-Lqid.md @@ -1,3 +1,9 @@ # Pivot & Transpose - -Pivoting turns unique values in one column into multiple new columns, reshaping data from a long format into a wide format, while transpose flips rows into columns and vice versa entirely. These operations are used to reshape data that arrives in a structure unsuited for reporting, such as a table where dates run down instead of across. Unpivoting, the reverse of pivoting, is often needed just as often when source data is already wide. \ No newline at end of file + +Pivoting turns unique values in one column into multiple new columns, reshaping data from a long format into a wide format, while transpose flips rows into columns and vice versa entirely. These operations are used to reshape data that arrives in a structure unsuited for reporting, such as a table where dates run down instead of across. Unpivoting, the reverse of pivoting, is often needed just as often when source data is already wide. + +Visit the following resources to learn more: + +- [@official@Pivot columns](https://learn.microsoft.com/en-gb/power-query/pivot-columns) +- [@official@Transpose a table](https://learn.microsoft.com/en-us/power-query/transpose-table) +- [@video@Transpose, pivot or unpivot in Power Query?](https://www.youtube.com/watch?v=hGj2axffxHo) \ No newline at end of file diff --git a/roadmaps/power-bi/content/power-automate@X5zgzF1ld5zGUnf4fMHLF.md b/roadmaps/power-bi/content/power-automate@X5zgzF1ld5zGUnf4fMHLF.md index 6d8c5d203..1b2e6ab57 100644 --- a/roadmaps/power-bi/content/power-automate@X5zgzF1ld5zGUnf4fMHLF.md +++ b/roadmaps/power-bi/content/power-automate@X5zgzF1ld5zGUnf4fMHLF.md @@ -1,3 +1,3 @@ # Power Automate - + Power Automate integrates with Power BI to trigger automated workflows based on events in a report, such as a button click that kicks off an approval process or sends a notification. It connects Power BI to hundreds of other services and apps without needing custom code. This turns a report from a passive viewing experience into something that can initiate real business processes. \ No newline at end of file diff --git a/roadmaps/power-bi/content/power-bi-ecosystem@n2m-xo1wfcluM5iF54tmu.md b/roadmaps/power-bi/content/power-bi-ecosystem@n2m-xo1wfcluM5iF54tmu.md index be0d61580..20f2bfdf0 100644 --- a/roadmaps/power-bi/content/power-bi-ecosystem@n2m-xo1wfcluM5iF54tmu.md +++ b/roadmaps/power-bi/content/power-bi-ecosystem@n2m-xo1wfcluM5iF54tmu.md @@ -1,3 +1,8 @@ # Power BI Ecosystem - -The Power BI ecosystem is made up of three main components: Desktop for building reports, Service for publishing and collaborating in the cloud, and Mobile for viewing content on phones and tablets. Each piece serves a different stage of the workflow, from authoring to consumption. Together they cover the full cycle from raw data to a report someone checks on their phone. \ No newline at end of file + +The Power BI ecosystem is made up of three main components: Desktop for building reports, Service for publishing and collaborating in the cloud, and Mobile for viewing content on phones and tablets. Each piece serves a different stage of the workflow, from authoring to consumption. Together they cover the full cycle from raw data to a report someone checks on their phone. + +Visit the following resources to learn more: + +- [@official@What is Power BI?](https://learn.microsoft.com/en-us/power-bi/fundamentals/power-bi-overview) +- [@article@Introduction to Power BI ecosystem](https://www.youtube.com/watch?v=onL5sgfL24k) \ No newline at end of file diff --git a/roadmaps/power-bi/content/power-bi-embedded@AX-mV_fge1qcDOjeREIvJ.md b/roadmaps/power-bi/content/power-bi-embedded@AX-mV_fge1qcDOjeREIvJ.md index 3c76acbce..d2ab8f5ed 100644 --- a/roadmaps/power-bi/content/power-bi-embedded@AX-mV_fge1qcDOjeREIvJ.md +++ b/roadmaps/power-bi/content/power-bi-embedded@AX-mV_fge1qcDOjeREIvJ.md @@ -1,3 +1,3 @@ # Power BI Embedded - + Power BI Embedded lets developers embed Power BI reports and dashboards into their own applications or websites, using a dedicated Azure capacity rather than requiring end users to have their own Power BI license. It is aimed at software vendors who want to include analytics inside their own product. The embedding is done through APIs and SDKs that control the report's appearance and behavior within the host application. \ No newline at end of file diff --git a/roadmaps/power-bi/content/power-bi-with-excel@CkG-llpmpyF9jIe5G6zrq.md b/roadmaps/power-bi/content/power-bi-with-excel@CkG-llpmpyF9jIe5G6zrq.md index dc6c559a3..c12a5ba30 100644 --- a/roadmaps/power-bi/content/power-bi-with-excel@CkG-llpmpyF9jIe5G6zrq.md +++ b/roadmaps/power-bi/content/power-bi-with-excel@CkG-llpmpyF9jIe5G6zrq.md @@ -1,3 +1,3 @@ # Power BI with Excel - + Power BI integrates with Excel in a couple of directions: Excel workbooks can connect to a Power BI dataset to analyze it using PivotTables, and Power BI reports can be exported to Excel for further ad hoc analysis. This lets users work in whichever tool suits a particular task while sharing the same underlying data. It is useful for users more comfortable with Excel who still want access to a centralized, governed dataset. \ No newline at end of file diff --git a/roadmaps/power-bi/content/power-query@P1t4cTjmCHILyc6jkAHWH.md b/roadmaps/power-bi/content/power-query@P1t4cTjmCHILyc6jkAHWH.md index 2cbe437e0..7f29ab7bf 100644 --- a/roadmaps/power-bi/content/power-query@P1t4cTjmCHILyc6jkAHWH.md +++ b/roadmaps/power-bi/content/power-query@P1t4cTjmCHILyc6jkAHWH.md @@ -1,3 +1,9 @@ # Power Query - -Power Query is the data transformation engine inside Power BI used to connect, shape, and clean data before it is loaded into the model. It provides a graphical interface for common operations like filtering rows, renaming columns, and merging tables, and it records each step so the transformation is repeatable. Behind the scenes, it generates M code that runs whenever the data is refreshed. \ No newline at end of file + +Power Query is the data transformation engine inside Power BI used to connect, shape, and clean data before it is loaded into the model. It provides a graphical interface for common operations like filtering rows, renaming columns, and merging tables, and it records each step so the transformation is repeatable. Behind the scenes, it generates M code that runs whenever the data is refreshed. + +Visit the following resources to learn more: + +- [@official@What is Power Query?](https://learn.microsoft.com/en-us/power-query/power-query-what-is-power-query) +- [@video@How to use Power Query in Power BI](https://www.youtube.com/watch?v=gP-AxNi6uxo) +- [@video@Power Query Tutorial for Power BI Desktop](https://www.youtube.com/watch?v=i66yyAl5_Jc) \ No newline at end of file diff --git a/roadmaps/power-bi/content/publishing--sharing@rVwlH4DTClyXbTewOdmn3.md b/roadmaps/power-bi/content/publishing--sharing@rVwlH4DTClyXbTewOdmn3.md new file mode 100644 index 000000000..d9449efca --- /dev/null +++ b/roadmaps/power-bi/content/publishing--sharing@rVwlH4DTClyXbTewOdmn3.md @@ -0,0 +1,7 @@ +# Publishing and Sharing + +Publishing and sharing covers the process of moving a report from Power BI Desktop into the cloud service and making it available to others. This includes choosing a workspace to publish to, setting permissions, and deciding whether to share individual reports, dashboards, or a packaged app. It is the step that turns a local file into something colleagues can access. + +Visit the following resources to learn more: + +- [@official@Share and collaborate on Power BI reports and dashboards](https://learn.microsoft.com/en-us/power-bi/collaborate-share/service-share-dashboards) \ No newline at end of file diff --git a/roadmaps/power-bi/content/publishing-reports@rNxp8buIqSZNd6_FDKWmf.md b/roadmaps/power-bi/content/publishing-reports@rNxp8buIqSZNd6_FDKWmf.md index 864c53763..3eb4c3141 100644 --- a/roadmaps/power-bi/content/publishing-reports@rNxp8buIqSZNd6_FDKWmf.md +++ b/roadmaps/power-bi/content/publishing-reports@rNxp8buIqSZNd6_FDKWmf.md @@ -1,3 +1,10 @@ # Publishing Reports - -Publishing a report uploads it from Power BI Desktop to a chosen workspace in the Service, making the report and its underlying dataset available in the cloud. Once published, the report can be shared, scheduled for refresh, and viewed through a browser without needing Desktop installed. Any changes made in Desktop need to be republished to update the version in the Service. \ No newline at end of file + +Publishing a report uploads it from Power BI Desktop to a chosen workspace in the Service, making the report and its underlying dataset available in the cloud. Once published, the report can be shared, scheduled for refresh, and viewed through a browser without needing Desktop installed. Any changes made in Desktop need to be republished to update the version in the Service. + +Visit the following resources to learn more: + +- [@official@Share and collaborate on Power BI reports and dashboards](https://learn.microsoft.com/en-us/power-bi/collaborate-share/service-share-dashboards) +- [@official@Publish semantic models and reports from Power BI Desktop](https://learn.microsoft.com/en-us/power-bi/create-reports/desktop-upload-desktop-files) +- [@video@How to Publish Report to Power BI Service](https://www.youtube.com/watch?v=_3YAB6dNQ18) +- [@video@Ditch the Publish Button in Power BI Desktop](https://www.youtube.com/watch?v=FtsYYZpH6S4) \ No newline at end of file diff --git a/roadmaps/power-bi/content/python--r@NCo_m2VAuWFxyMgscH5TN.md b/roadmaps/power-bi/content/python--r@NCo_m2VAuWFxyMgscH5TN.md index 61c830740..515602c2a 100644 --- a/roadmaps/power-bi/content/python--r@NCo_m2VAuWFxyMgscH5TN.md +++ b/roadmaps/power-bi/content/python--r@NCo_m2VAuWFxyMgscH5TN.md @@ -1,3 +1,3 @@ # Python & R - + Power BI supports using Python and R scripts both inside Power Query for data transformation and as visuals for custom charts not available in the standard visual gallery. This requires a local Python or R installation and library setup on the machine running Desktop. It is used when a specific statistical technique or chart type falls outside what Power BI natively provides. \ No newline at end of file diff --git a/roadmaps/power-bi/content/qa-visual@y4hjUDSyg1ewVtU9_IsU4.md b/roadmaps/power-bi/content/qa-visual@y4hjUDSyg1ewVtU9_IsU4.md index 5802c929a..ceb11adbd 100644 --- a/roadmaps/power-bi/content/qa-visual@y4hjUDSyg1ewVtU9_IsU4.md +++ b/roadmaps/power-bi/content/qa-visual@y4hjUDSyg1ewVtU9_IsU4.md @@ -1,3 +1,9 @@ # Q&A Visual - -The Q&A visual lets report viewers type a question in natural language and get an automatically generated chart in response, using Power BI's natural language query engine. It relies on well-named fields and synonyms configured in the model to correctly interpret what is being asked. This gives less technical users a way to explore data without needing to know how to build a visual manually. \ No newline at end of file + +The Q&A visual lets report viewers type a question in natural language and get an automatically generated chart in response, using Power BI's natural language query engine. It relies on well-named fields and synonyms configured in the model to correctly interpret what is being asked. This gives less technical users a way to explore data without needing to know how to build a visual manually. + +Visit the following resources to learn more: + +- [@official@Create a Q&A visual in a report in Power BI](https://learn.microsoft.com/en-us/power-bi/visuals/power-bi-visualization-q-and-a?tabs=powerbi-desktop) +- [@official@Use Power BI Q&A in a report to explore your data and create visuals](https://learn.microsoft.com/en-us/power-bi/natural-language/power-bi-tutorial-q-and-a) +- [@video@Q&A Visual Full Tutorial](https://www.youtube.com/watch?v=2YT5X3-nfMA) \ No newline at end of file diff --git a/roadmaps/power-bi/content/query-folding@hsM7w-le7b_JXnAMB419W.md b/roadmaps/power-bi/content/query-folding@hsM7w-le7b_JXnAMB419W.md index ae61f79fd..6325fb071 100644 --- a/roadmaps/power-bi/content/query-folding@hsM7w-le7b_JXnAMB419W.md +++ b/roadmaps/power-bi/content/query-folding@hsM7w-le7b_JXnAMB419W.md @@ -1,3 +1,9 @@ # Query Folding - -Query folding is when Power Query translates its transformation steps back into a query that runs on the source system, such as SQL, instead of pulling all the raw data and transforming it locally. This pushes the processing work to the source, which is usually faster and lighter on memory. Not all steps fold, and checking the native query lets you see how far folding goes before it breaks. \ No newline at end of file + +Query folding is when Power Query translates its transformation steps back into a query that runs on the source system, such as SQL, instead of pulling all the raw data and transforming it locally. This pushes the processing work to the source, which is usually faster and lighter on memory. Not all steps fold, and checking the native query lets you see how far folding goes before it breaks. + +Visit the following resources to learn more: + +- [@official@Query folding guidance in Power BI Desktop](https://learn.microsoft.com/en-us/power-bi/guidance/power-query-folding) +- [@official@Overview of query evaluation and query folding in Power Query](https://learn.microsoft.com/en-us/power-query/query-folding-basics) +- [@video@Enable Query Folding for Native Queries in Power BI Desktop](https://www.youtube.com/watch?v=8hjdOCni_ZY) \ No newline at end of file diff --git a/roadmaps/power-bi/content/quick-measures@GXZhNdoiWoKZW9RstuxW1.md b/roadmaps/power-bi/content/quick-measures@GXZhNdoiWoKZW9RstuxW1.md index 91a2d8c6c..24b180a54 100644 --- a/roadmaps/power-bi/content/quick-measures@GXZhNdoiWoKZW9RstuxW1.md +++ b/roadmaps/power-bi/content/quick-measures@GXZhNdoiWoKZW9RstuxW1.md @@ -1,3 +1,8 @@ # Quick Measures - -Quick measures are pre-built DAX calculations generated automatically through a dialog interface, covering common patterns like running totals, year-over-year change, or weighted averages. They are useful for users who need a common calculation without writing DAX from scratch, and the generated formula can be viewed and edited afterward. They serve as a learning tool as well, since users can see how the underlying DAX for that pattern is structured. \ No newline at end of file + +Quick measures are pre-built DAX calculations generated automatically through a dialog interface, covering common patterns like running totals, year-over-year change, or weighted averages. They are useful for users who need a common calculation without writing DAX from scratch, and the generated formula can be viewed and edited afterward. They serve as a learning tool as well, since users can see how the underlying DAX for that pattern is structured. + +Visit the following resources to learn more: + +- [@official@Use quick measures for common calculations](https://learn.microsoft.com/en-us/power-bi/transform-model/desktop-quick-measures) +- [@video@Get started with DAX using QUICK MEASURES in Power BI](https://www.youtube.com/watch?v=pEgOdBkWv4k) \ No newline at end of file diff --git a/roadmaps/power-bi/content/refresh--change-detection@SdJi9eYWA9khpKam53Qgk.md b/roadmaps/power-bi/content/refresh--change-detection@SdJi9eYWA9khpKam53Qgk.md index 5ebf1fbc2..1ebd8affc 100644 --- a/roadmaps/power-bi/content/refresh--change-detection@SdJi9eYWA9khpKam53Qgk.md +++ b/roadmaps/power-bi/content/refresh--change-detection@SdJi9eYWA9khpKam53Qgk.md @@ -1,3 +1,10 @@ # Refresh & Change Detection - -Refresh settings determine how often a dataset in the Service pulls updated data from its source, on a schedule or triggered manually. Change detection is a feature that checks a lightweight query first to see whether the underlying data has actually changed before running a full, more expensive refresh. This reduces unnecessary load on the source system when data has not changed since the last check. \ No newline at end of file + +Refresh settings determine how often a dataset in the Service pulls updated data from its source, on a schedule or triggered manually. Change detection is a feature that checks a lightweight query first to see whether the underlying data has actually changed before running a full, more expensive refresh. This reduces unnecessary load on the source system when data has not changed since the last check. + +Visit the following resources to learn more: + +- [@official@Automatic page refresh in Power BI](https://learn.microsoft.com/en-us/power-bi/create-reports/desktop-automatic-page-refresh) +- [@article@Auto Page Refresh in Power BI – Everything you need to know!](https://data-mozart.com/auto-page-refresh-in-power-bi-everything-you-need-to-know/) +- [@video@Power BI Incremental Refresh - Understanding Detect Data Changes](https://www.youtube.com/watch?v=JsJWBr1_ktQ) +- [@video@Refresh on Change in Power BI with real-time data](https://www.youtube.com/watch?v=gD6wCP1sTMM) \ No newline at end of file diff --git a/roadmaps/power-bi/content/relationships-and-cardinality@hcCWf3YQqD6YeF_aBa2zI.md b/roadmaps/power-bi/content/relationships-and-cardinality@hcCWf3YQqD6YeF_aBa2zI.md index 5f950eda3..05be0744c 100644 --- a/roadmaps/power-bi/content/relationships-and-cardinality@hcCWf3YQqD6YeF_aBa2zI.md +++ b/roadmaps/power-bi/content/relationships-and-cardinality@hcCWf3YQqD6YeF_aBa2zI.md @@ -1,3 +1,8 @@ # Relationships and Cardinality - -Cardinality describes the relationship between the number of matching rows on each side of a relationship, such as one-to-many, many-to-many, or one-to-one. Power BI needs to know the cardinality to correctly propagate filters between tables. Most well-designed models rely on one-to-many relationships between a dimension and a fact table. \ No newline at end of file + +Cardinality describes the relationship between the number of matching rows on each side of a relationship, such as one-to-many, many-to-many, or one-to-one. Power BI needs to know the cardinality to correctly propagate filters between tables. Most well-designed models rely on one-to-many relationships between a dimension and a fact table. + +Visit the following resources to learn more: + +- [@article@Understanding Cardinality of Relationships in Power BI](https://www.edureka.co/blog/cardinality-in-power-bi/) +- [@video@Data Model Design || Relationships Cardinality in POWER BI](https://www.youtube.com/watch?v=4IwfJq8XYBw) \ No newline at end of file diff --git a/roadmaps/power-bi/content/relationships@m5Kh5qQtFZ7Xh-3BXeBY6.md b/roadmaps/power-bi/content/relationships@m5Kh5qQtFZ7Xh-3BXeBY6.md index e3bbdd16a..f1a6f33ac 100644 --- a/roadmaps/power-bi/content/relationships@m5Kh5qQtFZ7Xh-3BXeBY6.md +++ b/roadmaps/power-bi/content/relationships@m5Kh5qQtFZ7Xh-3BXeBY6.md @@ -1,3 +1,9 @@ # Relationships - -Relationships connect tables in the data model, defining how filtering on one table affects another. Power BI infers relationships based on matching column names when possible, but they can also be set manually with the specific keys and direction chosen by the modeler. A well-designed set of relationships is what allows a single slicer to filter across multiple visuals correctly. \ No newline at end of file + +Relationships connect tables in the data model, defining how filtering on one table affects another. Power BI infers relationships based on matching column names when possible, but they can also be set manually with the specific keys and direction chosen by the modeler. A well-designed set of relationships is what allows a single slicer to filter across multiple visuals correctly. + +Visit the following resources to learn more: + +- [@official@Create and manage relationships in Power BI Desktop](https://learn.microsoft.com/en-us/power-bi/transform-model/desktop-create-and-manage-relationships) +- [@official@Model relationships in Power BI Desktop](https://learn.microsoft.com/en-us/power-bi/transform-model/desktop-relationships-understand) +- [@video@How to Create and Manage Relationships in Power BI](https://www.youtube.com/watch?v=sW5LoDA1ssM) \ No newline at end of file diff --git a/roadmaps/power-bi/content/removing-duplicates@jY6JPvP0QPjmnPL2tBUus.md b/roadmaps/power-bi/content/removing-duplicates@jY6JPvP0QPjmnPL2tBUus.md index 681f62b74..88d059c16 100644 --- a/roadmaps/power-bi/content/removing-duplicates@jY6JPvP0QPjmnPL2tBUus.md +++ b/roadmaps/power-bi/content/removing-duplicates@jY6JPvP0QPjmnPL2tBUus.md @@ -1,3 +1,8 @@ # Removing Duplicates - -Removing duplicates in Power Query eliminates rows that repeat identical values across selected columns, keeping the dataset clean for accurate counts and aggregations. This is done through a built-in step that compares rows and drops repeats, based on the columns chosen for comparison. It matters especially when combining data from multiple sources that might overlap. \ No newline at end of file + +Removing duplicates in Power Query eliminates rows that repeat identical values across selected columns, keeping the dataset clean for accurate counts and aggregations. This is done through a built-in step that compares rows and drops repeats, based on the columns chosen for comparison. It matters especially when combining data from multiple sources that might overlap. + +Visit the following resources to learn more: + +- [@official@Working with duplicate values](https://learn.microsoft.com/en-us/power-query/working-with-duplicates) +- [@video@Removing Duplicate Records in the Microsoft Power BI Query Editor](https://www.youtube.com/watch?v=u3RT7Ib_2YM) \ No newline at end of file diff --git a/roadmaps/power-bi/content/rest-api@rc3kmU1DvTbkqFW39BkpT.md b/roadmaps/power-bi/content/rest-api@rc3kmU1DvTbkqFW39BkpT.md index 5c20dd889..4e5e3b128 100644 --- a/roadmaps/power-bi/content/rest-api@rc3kmU1DvTbkqFW39BkpT.md +++ b/roadmaps/power-bi/content/rest-api@rc3kmU1DvTbkqFW39BkpT.md @@ -1,3 +1,3 @@ # REST API - + The Power BI REST API lets developers interact with Power BI programmatically, covering tasks like refreshing a dataset, managing workspace content, or embedding reports, without using the standard user interface. It is commonly used to automate repetitive administrative tasks or integrate Power BI actions into custom applications. Authentication to the API typically uses Azure Active Directory tokens. \ No newline at end of file diff --git a/roadmaps/power-bi/content/row-level-security@hbnBEikjm_fsQjhjZDJJm.md b/roadmaps/power-bi/content/row-level-security@hbnBEikjm_fsQjhjZDJJm.md index ec9075e6c..1a13c5855 100644 --- a/roadmaps/power-bi/content/row-level-security@hbnBEikjm_fsQjhjZDJJm.md +++ b/roadmaps/power-bi/content/row-level-security@hbnBEikjm_fsQjhjZDJJm.md @@ -1,3 +1,3 @@ # Row-Level Security - + Row-level security restricts which rows of data a user can see within a report, based on rules defined in the data model and tied to the user's identity. Roles are set up in Power BI Desktop with DAX filter expressions, then assigned to specific users or groups in the Service. This lets a single report be shared broadly while each viewer only sees the data relevant to them, such as their own region's sales. \ No newline at end of file diff --git a/roadmaps/power-bi/content/row-vs-filter-context@-d1bS8y-wYnVO8z-Ogb4M.md b/roadmaps/power-bi/content/row-vs-filter-context@-d1bS8y-wYnVO8z-Ogb4M.md index 4a9c8f9f1..8895c68c0 100644 --- a/roadmaps/power-bi/content/row-vs-filter-context@-d1bS8y-wYnVO8z-Ogb4M.md +++ b/roadmaps/power-bi/content/row-vs-filter-context@-d1bS8y-wYnVO8z-Ogb4M.md @@ -1,3 +1,9 @@ # Row vs Filter Context - -Row context is the context that exists when a formula evaluates one row at a time, such as inside a calculated column or an iterator function, while filter context is the set of filters currently applied from visuals, slicers, and other measures. A single formula can be affected by both at once, and confusing the two is a frequent source of unexpected results. Functions like CALCULATE are what let one type of context interact with, or convert into, the other. \ No newline at end of file + +Row context is the context that exists when a formula evaluates one row at a time, such as inside a calculated column or an iterator function, while filter context is the set of filters currently applied from visuals, slicers, and other measures. A single formula can be affected by both at once, and confusing the two is a frequent source of unexpected results. Functions like CALCULATE are what let one type of context interact with, or convert into, the other. + +Visit the following resources to learn more: + +- [@article@Row Context and Filter Context in DAX](https://www.sqlbi.com/articles/row-context-and-filter-context-in-dax/) +- [@article@Mastering the DAX: Row Context vs Filter Context](https://medium.com/@ashisharora2204/mastering-the-dax-row-context-vs-filter-context-part-2-670ccdf14b09) +- [@video@Row Context vs Filter Context in Power BI | BI Tricks](https://www.youtube.com/watch?v=eWJ9S7jUDjQ) \ No newline at end of file diff --git a/roadmaps/power-bi/content/scatter--bubble-charts@urDcAE6II1QzHBydBQ0o9.md b/roadmaps/power-bi/content/scatter--bubble-charts@urDcAE6II1QzHBydBQ0o9.md index 6fedde283..a85087ac9 100644 --- a/roadmaps/power-bi/content/scatter--bubble-charts@urDcAE6II1QzHBydBQ0o9.md +++ b/roadmaps/power-bi/content/scatter--bubble-charts@urDcAE6II1QzHBydBQ0o9.md @@ -1,3 +1,10 @@ # Scatter & Bubble Charts - -Scatter charts plot two numeric values against each other on separate axes, revealing relationships or clusters between the two variables. Bubble charts extend this by adding a third dimension, represented by the size of each point. Both are used to explore correlation or distribution patterns that bar or line charts cannot easily show. \ No newline at end of file + +Scatter charts plot two numeric values against each other on separate axes, revealing relationships or clusters between the two variables. Bubble charts extend this by adding a third dimension, represented by the size of each point. Both are used to explore correlation or distribution patterns that bar or line charts cannot easily show. + +Visit the following resources to learn more: + +- [@official@Scatter charts, bubble charts, and dot plot charts in Power BI](https://learn.microsoft.com/en-us/power-bi/visuals/power-bi-visualization-scatter) +- [@article@Building better scatterplots in Power BI reports](https://tabulareditor.com/blog/building-better-scatterplots-in-power-bi-reports) +- [@video@Bubble/Scatterplot Custom Visual](https://www.youtube.com/watch?v=AkF-UgkrmyY) +- [@video@ES Skip navigation scatter plot powerbi Create Avatar image Scatter Plot in Power BI](https://www.youtube.com/watch?v=6l0JexRBI1c) \ No newline at end of file diff --git a/roadmaps/power-bi/content/schema-design@oYreeOD0hUcg-P_edX7CX.md b/roadmaps/power-bi/content/schema-design@oYreeOD0hUcg-P_edX7CX.md index 67fcb4624..e94026515 100644 --- a/roadmaps/power-bi/content/schema-design@oYreeOD0hUcg-P_edX7CX.md +++ b/roadmaps/power-bi/content/schema-design@oYreeOD0hUcg-P_edX7CX.md @@ -1,3 +1,8 @@ # Schema Design - -Schema design is the process of deciding how tables in a data model relate to each other and how data is organized for reporting. Good schema design balances query performance, ease of writing DAX, and the ability of the model to scale as more data or relationships are added. Star schema is the most common target design in Power BI models. \ No newline at end of file + +Schema design is the process of deciding how tables in a data model relate to each other and how data is organized for reporting. Good schema design balances query performance, ease of writing DAX, and the ability of the model to scale as more data or relationships are added. Star schema is the most common target design in Power BI models. + +Visit the following resources to learn more: + +- [@article@Schemas and Data Modelling in Power BI](https://dev.to/karen_langat_299784e2c330/schemas-and-data-modelling-in-power-bi-3n3b) +- [@article@Schema Design Basics for Power BI](https://www.mssqltips.com/sqlservertip/11496/schema-design-basics-for-power-bi/) \ No newline at end of file diff --git a/roadmaps/power-bi/content/sensitivity-labels@MYHrkcRDnawWI7aK33GlF.md b/roadmaps/power-bi/content/sensitivity-labels@MYHrkcRDnawWI7aK33GlF.md index 90900f1e5..6f8737f0f 100644 --- a/roadmaps/power-bi/content/sensitivity-labels@MYHrkcRDnawWI7aK33GlF.md +++ b/roadmaps/power-bi/content/sensitivity-labels@MYHrkcRDnawWI7aK33GlF.md @@ -1,3 +1,3 @@ # Sensitivity Labels - + Sensitivity labels classify Power BI content, such as reports or datasets, according to its confidentiality level, using the same labeling system as Microsoft Purview across other Microsoft 365 apps. These labels can carry protection settings, like restricting export or requiring encryption when the content is exported to a file. They help organizations track and control sensitive data as it moves between different formats and applications. \ No newline at end of file diff --git a/roadmaps/power-bi/content/service@-i6X0KZW6CZfgzgQ2QMvH.md b/roadmaps/power-bi/content/service@-i6X0KZW6CZfgzgQ2QMvH.md index 01d59ea85..8f6967671 100644 --- a/roadmaps/power-bi/content/service@-i6X0KZW6CZfgzgQ2QMvH.md +++ b/roadmaps/power-bi/content/service@-i6X0KZW6CZfgzgQ2QMvH.md @@ -1,3 +1,9 @@ # Service - -Power BI Service is the cloud-based platform, accessed through a browser, where published reports live. It handles workspaces, sharing, scheduled refresh, dashboards, and collaboration features that Desktop alone cannot provide. Once a report is published from Desktop, users manage its distribution and permissions from the Service. \ No newline at end of file + +Power BI Service is the cloud-based platform, accessed through a browser, where published reports live. It handles workspaces, sharing, scheduled refresh, dashboards, and collaboration features that Desktop alone cannot provide. Once a report is published from Desktop, users manage its distribution and permissions from the Service. + +Visit the following resources to learn more: + +- [@official@Power BI service basics](https://learn.microsoft.com/en-us/power-bi/fundamentals/service-basic-concepts) +- [@official@Tutorial: Get started creating in the Power BI service](https://learn.microsoft.com/en-us/power-bi/fundamentals/service-get-started) +- [@video@Power BI Service Introduction](https://www.youtube.com/playlist?list=PLjNd3r1KLjQvi8p21uS522Xi3qEiFQH2r) \ No newline at end of file diff --git a/roadmaps/power-bi/content/sharing--permissions@-EIV_JN7sgNvZ0ycoEq-q.md b/roadmaps/power-bi/content/sharing--permissions@-EIV_JN7sgNvZ0ycoEq-q.md index c2da92110..21886f764 100644 --- a/roadmaps/power-bi/content/sharing--permissions@-EIV_JN7sgNvZ0ycoEq-q.md +++ b/roadmaps/power-bi/content/sharing--permissions@-EIV_JN7sgNvZ0ycoEq-q.md @@ -1,3 +1,9 @@ # Sharing & Permissions - -Sharing and permissions control who can view or edit Power BI content, managed through workspace roles, direct sharing links, and row-level security for data-specific restrictions. Permissions can be set at different levels, from an entire workspace down to an individual report or dataset. Getting this right balances making data accessible to the people who need it while restricting it from those who should not see it. \ No newline at end of file + +Sharing and permissions control who can view or edit Power BI content, managed through workspace roles, direct sharing links, and row-level security for data-specific restrictions. Permissions can be set at different levels, from an entire workspace down to an individual report or dataset. Getting this right balances making data accessible to the people who need it while restricting it from those who should not see it. + +Visit the following resources to learn more: + +- [@official@Share and collaborate on Power BI reports and dashboards](https://learn.microsoft.com/en-us/power-bi/collaborate-share/service-share-dashboards) +- [@official@Request or grant access to shared dashboards or reports](https://learn.microsoft.com/en-us/power-bi/collaborate-share/service-request-access) +- [@video@BEGINNERS GUIDE to SHARING REPORTS in Power BI](https://www.youtube.com/watch?v=d2b2btjoMhQ) \ No newline at end of file diff --git a/roadmaps/power-bi/content/slicers-and-filters@YyJm9VI23xGcYgICxkoO0.md b/roadmaps/power-bi/content/slicers-and-filters@YyJm9VI23xGcYgICxkoO0.md index 147bb64f8..da4579561 100644 --- a/roadmaps/power-bi/content/slicers-and-filters@YyJm9VI23xGcYgICxkoO0.md +++ b/roadmaps/power-bi/content/slicers-and-filters@YyJm9VI23xGcYgICxkoO0.md @@ -1,3 +1,9 @@ # Slicers and Filters - -Slicers are visual controls placed directly on a report page that let viewers filter the data interactively, such as choosing a specific year or category. Filters serve a similar purpose but are configured through a separate filter pane and can apply at the visual, page, or entire report level rather than as a visible control. Together they give report viewers control over what data they see without needing to edit the report itself. \ No newline at end of file + +Slicers are visual controls placed directly on a report page that let viewers filter the data interactively, such as choosing a specific year or category. Filters serve a similar purpose but are configured through a separate filter pane and can apply at the visual, page, or entire report level rather than as a visible control. Together they give report viewers control over what data they see without needing to edit the report itself. + +Visit the following resources to learn more: + +- [@official@https://learn.microsoft.com/en-us/power-bi/visuals/power-bi-visualization-slicers?tabs=powerbi-desktop](https://learn.microsoft.com/en-us/power-bi/visuals/power-bi-visualization-slicers?tabs=powerbi-desktop) +- [@article@Power BI Slicers vs. Filters: The Difference and When to Use Them](https://www.phdata.io/blog/slicers-vs-filters-power-bi/) +- [@video@Power BI Slicers - A Step-by-Step Tutorial](https://www.youtube.com/watch?v=kQ-yUKE_KHE) \ No newline at end of file diff --git a/roadmaps/power-bi/content/small-multiples@7EqmxQwupr7b3Op_tovNz.md b/roadmaps/power-bi/content/small-multiples@7EqmxQwupr7b3Op_tovNz.md index 3c0c3dc01..a15647be3 100644 --- a/roadmaps/power-bi/content/small-multiples@7EqmxQwupr7b3Op_tovNz.md +++ b/roadmaps/power-bi/content/small-multiples@7EqmxQwupr7b3Op_tovNz.md @@ -1,3 +1,9 @@ # Small Multiples - -Small multiples splits a single visual into a grid of smaller versions, one per category, all sharing the same axis scale for easy comparison. This lets users compare a trend or pattern across many categories at once without needing a separate visual for each one. It is useful when comparing something like sales trends across many regions on a single page. \ No newline at end of file + +Small multiples splits a single visual into a grid of smaller versions, one per category, all sharing the same axis scale for easy comparison. This lets users compare a trend or pattern across many categories at once without needing a separate visual for each one. It is useful when comparing something like sales trends across many regions on a single page. + +Visit the following resources to learn more: + +- [@official@Create small multiples in Power BI](https://learn.microsoft.com/en-us/power-bi/visuals/power-bi-visualization-small-multiples) +- [@article@Creating Small Multiples in Power BI](https://www.thedataschool.co.uk/holly-jones/creating-small-multiples-in-power-bi/) +- [@video@SMALL MULTIPLES in Power BI | All you need to know!](https://www.youtube.com/watch?v=fYogZa7xOa8) \ No newline at end of file diff --git a/roadmaps/power-bi/content/sorting-data@a30f0oSq96dKAjTSQChcC.md b/roadmaps/power-bi/content/sorting-data@a30f0oSq96dKAjTSQChcC.md index a5192dcf7..1484b1838 100644 --- a/roadmaps/power-bi/content/sorting-data@a30f0oSq96dKAjTSQChcC.md +++ b/roadmaps/power-bi/content/sorting-data@a30f0oSq96dKAjTSQChcC.md @@ -1,3 +1,9 @@ # Sorting Data - -Sorting controls the order in which categories or rows appear within a visual, whether alphabetically, by value, or by a custom sort order defined through a separate sort-by column. Getting sort order right matters especially for categorical axes where a meaningful order, like months or a defined ranking, needs to be preserved rather than defaulting to alphabetical. Sort settings can be adjusted per visual independently of how the underlying table is ordered. \ No newline at end of file + +Sorting controls the order in which categories or rows appear within a visual, whether alphabetically, by value, or by a custom sort order defined through a separate sort-by column. Getting sort order right matters especially for categorical axes where a meaningful order, like months or a defined ranking, needs to be preserved rather than defaulting to alphabetical. Sort settings can be adjusted per visual independently of how the underlying table is ordered. + +Visit the following resources to learn more: + +- [@official@Change how a chart is sorted in a Power BI report](https://learn.microsoft.com/en-us/power-bi/explore-reports/end-user-change-sort) +- [@official@Sort one column by another column in Power BI](http://learn.microsoft.com/en-us/power-bi/create-reports/desktop-sort-by-column) +- [@video@Custom Sorting in 3 Easy Steps!](https://www.youtube.com/watch?v=4xapOrfLvbg) \ No newline at end of file diff --git a/roadmaps/power-bi/content/splitting-columns@kKbKZ1sMBNaQUoX4Vf95j.md b/roadmaps/power-bi/content/splitting-columns@kKbKZ1sMBNaQUoX4Vf95j.md index 6ce887bc1..b6e475fa2 100644 --- a/roadmaps/power-bi/content/splitting-columns@kKbKZ1sMBNaQUoX4Vf95j.md +++ b/roadmaps/power-bi/content/splitting-columns@kKbKZ1sMBNaQUoX4Vf95j.md @@ -1,3 +1,8 @@ # Splitting Columns - -Splitting columns divides a single column into multiple columns, based on a delimiter, a fixed number of characters, or by position. This is useful for cases like separating a full name into first and last name, or breaking apart a combined date and time field. Power Query keeps track of the split as one of the applied steps, so it can be adjusted later. \ No newline at end of file + +Splitting columns divides a single column into multiple columns, based on a delimiter, a fixed number of characters, or by position. This is useful for cases like separating a full name into first and last name, or breaking apart a combined date and time field. Power Query keeps track of the split as one of the applied steps, so it can be adjusted later. + +Visit the following resources to learn more: + +- [@official@Split columns by delimiter](https://learn.microsoft.com/en-us/power-query/split-columns-delimiter) +- [@video@Splitting Column Values in Power Query](https://www.youtube.com/watch?v=BNlPAjsUn_o) \ No newline at end of file diff --git a/roadmaps/power-bi/content/star-vs-snowflake-schema@DZuLutU2cYCJZwR39xD8c.md b/roadmaps/power-bi/content/star-vs-snowflake-schema@DZuLutU2cYCJZwR39xD8c.md index 11df1a90c..2fe06b712 100644 --- a/roadmaps/power-bi/content/star-vs-snowflake-schema@DZuLutU2cYCJZwR39xD8c.md +++ b/roadmaps/power-bi/content/star-vs-snowflake-schema@DZuLutU2cYCJZwR39xD8c.md @@ -1,3 +1,10 @@ # Star vs Snowflake Schema - -A star schema connects a central fact table directly to each dimension table, keeping dimensions flat and denormalized. A snowflake schema instead breaks dimensions into further related sub-tables, normalizing them, which adds extra joins the model has to traverse. Star schema is generally preferred in Power BI because it performs better and simplifies DAX writing. \ No newline at end of file + +A star schema connects a central fact table directly to each dimension table, keeping dimensions flat and denormalized. A snowflake schema instead breaks dimensions into further related sub-tables, normalizing them, which adds extra joins the model has to traverse. Star schema is generally preferred in Power BI because it performs better and simplifies DAX writing. + +Visit the following resources to learn more: + +- [@official@Understand star schema and the importance for Power BI](https://learn.microsoft.com/en-us/power-bi/guidance/star-schema) +- [@article@Power BI Data Modeling: Star vs Snowflake Schema](https://www.hexstream.com/tech-corner/power-bi-data-modeling-star-vs-snowflake-schema) +- [@video@Why Power BI loves a Star Schema](https://www.youtube.com/watch?v=vZndrBBPiQc) +- [@video@How to model data in Power BI (Star vs Snowflake schema)](https://www.youtube.com/watch?v=e984cS23nrk) \ No newline at end of file diff --git a/roadmaps/power-bi/content/subscriptions-and-alerts@PSmaLgRiqwFKnQ3pUuZrm.md b/roadmaps/power-bi/content/subscriptions-and-alerts@PSmaLgRiqwFKnQ3pUuZrm.md index ad464b5b5..0c597efd1 100644 --- a/roadmaps/power-bi/content/subscriptions-and-alerts@PSmaLgRiqwFKnQ3pUuZrm.md +++ b/roadmaps/power-bi/content/subscriptions-and-alerts@PSmaLgRiqwFKnQ3pUuZrm.md @@ -1,3 +1,10 @@ # Subscriptions and Alerts - -Subscriptions send scheduled snapshots of a report or dashboard by email, while alerts notify a user when a specific metric on a dashboard tile crosses a threshold they define. Both features let users stay informed without needing to actively check the report themselves. Alerts are only available on dashboard tiles with numeric values like cards and gauges, not on every visual type. \ No newline at end of file + +Subscriptions send scheduled snapshots of a report or dashboard by email, while alerts notify a user when a specific metric on a dashboard tile crosses a threshold they define. Both features let users stay informed without needing to actively check the report themselves. Alerts are only available on dashboard tiles with numeric values like cards and gauges, not on every visual type. + +Visit the following resources to learn more: + +- [@official@Email subscriptions for reports and dashboards](https://learn.microsoft.com/en-us/power-bi/collaborate-share/end-user-subscribe?tabs=creator) +- [@official@Data alerts in the Power BI service](https://learn.microsoft.com/en-us/power-bi/create-reports/service-set-data-alerts) +- [@video@Power BI Dynamic Subscriptions - The New Way!](https://www.youtube.com/watch?v=J0CAiFQh7oo) +- [@video@How To Set Up Alerts And Notifications In Power Bi](https://www.youtube.com/watch?v=Kh3OHNESj_g&t=75s) \ No newline at end of file diff --git a/roadmaps/power-bi/content/table-manipulation@D-LFpO99i1MttUa1MTmCa.md b/roadmaps/power-bi/content/table-manipulation@D-LFpO99i1MttUa1MTmCa.md index 15558f97f..57513a54a 100644 --- a/roadmaps/power-bi/content/table-manipulation@D-LFpO99i1MttUa1MTmCa.md +++ b/roadmaps/power-bi/content/table-manipulation@D-LFpO99i1MttUa1MTmCa.md @@ -1,3 +1,8 @@ # Table Manipulation - -Table manipulation functions in DAX, such as FILTER, ALL, VALUES, and SUMMARIZE, return or transform entire tables rather than single values, which are then used inside other functions like calculations or iterators. They let a formula work with a modified version of a table, such as removing a filter or reducing it to unique values. These functions are central to writing more advanced DAX beyond simple aggregations. \ No newline at end of file + +Table manipulation functions in DAX, such as FILTER, ALL, VALUES, and SUMMARIZE, return or transform entire tables rather than single values, which are then used inside other functions like calculations or iterators. They let a formula work with a modified version of a table, such as removing a filter or reducing it to unique values. These functions are central to writing more advanced DAX beyond simple aggregations. + +Visit the following resources to learn more: + +- [@official@Table manipulation functions](https://learn.microsoft.com/en-us/dax/table-manipulation-functions-dax) +- [@article@Table manipulation functions in DAX](https://dax.guide/functions/table-manipulation/) \ No newline at end of file diff --git a/roadmaps/power-bi/content/tenant-settings@A899eeb9R_z5uLgkJpHr1.md b/roadmaps/power-bi/content/tenant-settings@A899eeb9R_z5uLgkJpHr1.md index 4931a208d..55e5d5a3f 100644 --- a/roadmaps/power-bi/content/tenant-settings@A899eeb9R_z5uLgkJpHr1.md +++ b/roadmaps/power-bi/content/tenant-settings@A899eeb9R_z5uLgkJpHr1.md @@ -1,3 +1,3 @@ # Tenant Settings - + Tenant settings are organization-wide configuration options managed by Power BI administrators, controlling things like whether users can share content externally, use certain features, or install custom visuals. These settings apply across the entire organization rather than a single workspace. They are the main lever administrators have for balancing user flexibility against organizational risk. \ No newline at end of file diff --git a/roadmaps/power-bi/content/time-intelligence@AAob1TBlOoIoEELilx3Mc.md b/roadmaps/power-bi/content/time-intelligence@AAob1TBlOoIoEELilx3Mc.md index de720c471..f61f797b7 100644 --- a/roadmaps/power-bi/content/time-intelligence@AAob1TBlOoIoEELilx3Mc.md +++ b/roadmaps/power-bi/content/time-intelligence@AAob1TBlOoIoEELilx3Mc.md @@ -1,3 +1,9 @@ # Time Intelligence - -Time intelligence functions in DAX, such as DATEADD, SAMEPERIODLASTYEAR, and TOTALYTD, handle calculations that compare or accumulate values across time periods. They rely on having a proper date table marked as such in the model, with a continuous range of dates. These functions are behind common report needs like year-over-year growth or year-to-date totals. \ No newline at end of file + +Time intelligence functions in DAX, such as DATEADD, SAMEPERIODLASTYEAR, and TOTALYTD, handle calculations that compare or accumulate values across time periods. They rely on having a proper date table marked as such in the model, with a continuous range of dates. These functions are behind common report needs like year-over-year growth or year-to-date totals. + +Visit the following resources to learn more: + +- [@official@Time intelligence functions in DAX](https://learn.microsoft.com/en-us/dax/time-intelligence-functions-dax) +- [@article@Time Intelligence Functions](https://dax.guide/functions/time-intelligence/) +- [@video@Power BI DAX Time Intelligence](https://www.youtube.com/playlist?list=PLzN99cpDw6oCrTUbV7qlHlea1Yz2Z1rR9) \ No newline at end of file diff --git a/roadmaps/power-bi/content/variables-in-dax@_wnNd9mVmSFRgeODlkwX0.md b/roadmaps/power-bi/content/variables-in-dax@_wnNd9mVmSFRgeODlkwX0.md index 8593d5154..c94e4cd34 100644 --- a/roadmaps/power-bi/content/variables-in-dax@_wnNd9mVmSFRgeODlkwX0.md +++ b/roadmaps/power-bi/content/variables-in-dax@_wnNd9mVmSFRgeODlkwX0.md @@ -1,3 +1,9 @@ # Variables in DAX - -Variables in DAX, defined with VAR and used with RETURN, let a formula store an intermediate result and reuse it later in the same expression instead of recalculating it. This improves both readability, since the logic is broken into named steps, and performance, since the value is computed only once. Variables have become the standard way to structure any DAX formula beyond the simplest one-liner. \ No newline at end of file + +Variables in DAX, defined with VAR and used with RETURN, let a formula store an intermediate result and reuse it later in the same expression instead of recalculating it. This improves both readability, since the logic is broken into named steps, and performance, since the value is computed only once. Variables have become the standard way to structure any DAX formula beyond the simplest one-liner. + +Visit the following resources to learn more: + +- [@official@Use variables to improve your DAX formulas](https://learn.microsoft.com/en-us/dax/best-practices/dax-variables) +- [@article@DAX 101: Variables in DAX](https://www.sqlbi.com/articles/variables-in-dax/) +- [@video@Variables in DAX](https://www.youtube.com/watch?v=JG8ngbSe5WU) \ No newline at end of file diff --git a/roadmaps/power-bi/content/visual-calculations@Dh8pL5URdr-Fv6sVW3HfB.md b/roadmaps/power-bi/content/visual-calculations@Dh8pL5URdr-Fv6sVW3HfB.md index 293d22553..a88a5b0b3 100644 --- a/roadmaps/power-bi/content/visual-calculations@Dh8pL5URdr-Fv6sVW3HfB.md +++ b/roadmaps/power-bi/content/visual-calculations@Dh8pL5URdr-Fv6sVW3HfB.md @@ -1,3 +1,8 @@ # Visual Calculations - -Visual calculations are a newer type of DAX calculation defined directly on a visual rather than in the model, evaluated on the data already aggregated and displayed in that visual. They simplify certain patterns, like running totals or rank within a visual, that would otherwise need more complex model-level DAX. Because they operate after the visual's own aggregation, their syntax and behavior differ somewhat from regular measures. \ No newline at end of file + +Visual calculations are a newer type of DAX calculation defined directly on a visual rather than in the model, evaluated on the data already aggregated and displayed in that visual. They simplify certain patterns, like running totals or rank within a visual, that would otherwise need more complex model-level DAX. Because they operate after the visual's own aggregation, their syntax and behavior differ somewhat from regular measures. + +Visit the following resources to learn more: + +- [@official@Visual calculations](https://learn.microsoft.com/en-us/power-bi/transform-model/desktop-visual-calculations-overview) +- [@video@DAX REVOLUTION!? Visual Calculations in Power BI](https://www.youtube.com/watch?v=ZWooHoshXv4) \ No newline at end of file diff --git a/roadmaps/power-bi/content/visualization-basics@HUB5LvEuE_qxOjfxu-_mE.md b/roadmaps/power-bi/content/visualization-basics@HUB5LvEuE_qxOjfxu-_mE.md index 85a60dc53..0dce685b8 100644 --- a/roadmaps/power-bi/content/visualization-basics@HUB5LvEuE_qxOjfxu-_mE.md +++ b/roadmaps/power-bi/content/visualization-basics@HUB5LvEuE_qxOjfxu-_mE.md @@ -1,3 +1,10 @@ # Visualization Basics - -Visualization basics cover the standard chart types available in Power BI and how to choose the right one for a given kind of data or comparison. Each chart type suits certain scenarios better than others, such as bar charts for category comparisons or line charts for trends over time. Picking the right visual type is often more important to communication than any formatting applied afterward. \ No newline at end of file + +Visualization basics cover the standard chart types available in Power BI and how to choose the right one for a given kind of data or comparison. Each chart type suits certain scenarios better than others, such as bar charts for category comparisons or line charts for trends over time. Picking the right visual type is often more important to communication than any formatting applied afterward. + +Visit the following resources to learn more: + +- [@official@Visualizations overview in Power BI](https://learn.microsoft.com/en-us/power-bi/visuals/power-bi-visualizations-overview) +- [@article@Power BI - Visualization Charts](https://www.tutorialspoint.com/power_bi/power_bi_visualization_charts.htm) +- [@video@Popular Visualizations in Power BI | Microsoft Power BI for Beginners](https://www.youtube.com/watch?v=3NV5Jtbhfcw) +- [@video@Power BI Bro: Data Visualization Tutorials!](https://www.youtube.com/playlist?list=PLTmfDr_N69qRgqEmJYIlKJDfnUnwvayXS) \ No newline at end of file diff --git a/roadmaps/power-bi/content/window-functions@M8BbSZ4EqJSHN_2CMUIlG.md b/roadmaps/power-bi/content/window-functions@M8BbSZ4EqJSHN_2CMUIlG.md index 31e80c9e5..17d3fa564 100644 --- a/roadmaps/power-bi/content/window-functions@M8BbSZ4EqJSHN_2CMUIlG.md +++ b/roadmaps/power-bi/content/window-functions@M8BbSZ4EqJSHN_2CMUIlG.md @@ -1,3 +1,9 @@ # Window Functions - -Window functions in DAX, like OFFSET, INDEX, and WINDOW, let a calculation reference rows relative to the current one within an ordered set, such as the previous row or a moving range. They are newer additions to DAX aimed at simplifying calculations that previously needed more complex workarounds, such as running totals or period-over-period comparisons. They work closely with the concept of ordering and partitioning within a table. \ No newline at end of file + +Window functions in DAX, like OFFSET, INDEX, and WINDOW, let a calculation reference rows relative to the current one within an ordered set, such as the previous row or a moving range. They are newer additions to DAX aimed at simplifying calculations that previously needed more complex workarounds, such as running totals or period-over-period comparisons. They work closely with the concept of ordering and partitioning within a table. + +Visit the following resources to learn more: + +- [@official@WINDOW function](https://learn.microsoft.com/dax/window-function-dax) +- [@article@Introducing window functions in DAX](https://www.sqlbi.com/articles/introducing-window-functions-in-dax/) +- [@video@WINDOW Function in ACTION I Examples in Power BI](https://www.youtube.com/watch?v=eib5X5xRlz8) \ No newline at end of file diff --git a/roadmaps/power-bi/content/workflow--lifecycle@vdUmB0z9O3ucYpvaHIAno.md b/roadmaps/power-bi/content/workflow--lifecycle@vdUmB0z9O3ucYpvaHIAno.md index 1273e503b..bc5d48819 100644 --- a/roadmaps/power-bi/content/workflow--lifecycle@vdUmB0z9O3ucYpvaHIAno.md +++ b/roadmaps/power-bi/content/workflow--lifecycle@vdUmB0z9O3ucYpvaHIAno.md @@ -1,3 +1,3 @@ # Workflow & Lifecycle - + Workflow and lifecycle covers the processes used to manage Power BI content as it moves from development to production, including automation through Power Automate and structured promotion through deployment pipelines. These practices bring more discipline to how reports are built, tested, and released, similar to software development practices. They matter most in larger organizations managing many reports across multiple environments. \ No newline at end of file diff --git a/roadmaps/power-bi/content/workspace-roles@vYaqmbNLFmP-CNRs6rGav.md b/roadmaps/power-bi/content/workspace-roles@vYaqmbNLFmP-CNRs6rGav.md index bb24b43ed..2698a6584 100644 --- a/roadmaps/power-bi/content/workspace-roles@vYaqmbNLFmP-CNRs6rGav.md +++ b/roadmaps/power-bi/content/workspace-roles@vYaqmbNLFmP-CNRs6rGav.md @@ -1,3 +1,3 @@ # Workspace Roles - + Workspace roles define what a user can do within a specific workspace, ranging from admin, with full control, down to viewer, with read-only access. These roles determine actions like who can publish new reports, manage workspace settings, or simply view existing content. Assigning the right role for each person balances collaboration needs against the risk of unintended changes. \ No newline at end of file diff --git a/roadmaps/power-bi/content/workspaces@wmtOYjTkzKhIRlh9n__PZ.md b/roadmaps/power-bi/content/workspaces@wmtOYjTkzKhIRlh9n__PZ.md index 8589c95d0..a84ddcf99 100644 --- a/roadmaps/power-bi/content/workspaces@wmtOYjTkzKhIRlh9n__PZ.md +++ b/roadmaps/power-bi/content/workspaces@wmtOYjTkzKhIRlh9n__PZ.md @@ -1,3 +1,8 @@ # Workspaces - -Workspaces are containers in the Power BI Service that hold related reports, dashboards, datasets, and dataflows, typically organized around a team or project. Access to a workspace is controlled through roles like admin, member, contributor, and viewer, which determine what each user can do inside it. Content is usually developed and shared within a workspace before being packaged into an app for broader distribution. \ No newline at end of file + +Workspaces are containers in the Power BI Service that hold related reports, dashboards, datasets, and dataflows, typically organized around a team or project. Access to a workspace is controlled through roles like admin, member, contributor, and viewer, which determine what each user can do inside it. Content is usually developed and shared within a workspace before being packaged into an app for broader distribution. + +Visit the following resources to learn more: + +- [@official@Workspaces in Power BI](https://learn.microsoft.com/en-us/power-bi/collaborate-share/service-new-workspaces) +- [@video@ower BI Workspaces Explained:](https://www.youtube.com/watch?v=1fS8MvcaBGE) \ No newline at end of file