DA-100 course
Analyzing Data with Microsoft Power BI
Power BI Workflow
Get data
Add
modeling
M formulas
DAX formulas
Visualize
data
Share data
Transform data
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M Function main categories

Date

DateTime

DateTimeZone

Day

Duration

List

Number

Table

Text

Time
© Filecats Limited 2021
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Date functions

Date.AddDays

Date.IsInCurrentQuarter

Date.IsInPreviousNYears

Date.AddMonths

Date.IsInCurrentWeek

Date.IsInPreviousQuarter

Date.AddQuarters

Date.IsInCurrentYear

Date.IsInPreviousWeek

Date.AddWeeks

Date.IsInNextDay

Date.IsInPreviousYear

Date.AddYears

Date.IsInNextMonth

Date.IsInYearToDate

Date.Day

Date.IsInNextNDays

Date.IsLeapYear

Date.DayOfWeek

Date.IsInNextNMonths

Date.Month

Date.DayOfWeekName

Date.IsInNextNQuarters

Date.MonthName

Date.DayOfYear

Date.IsInNextNWeeks

Date.QuarterOfYear

Date.DaysInMonth

Date.IsInNextNYears

Date.StartOfDay

Date.EndOfDay

Date.IsInNextQuarter

Date.StartOfMonth

Date.EndOfMonth

Date.IsInNextWeek

Date.StartOfQuarter

Date.EndOfQuarter

Date.IsInNextYear

Date.StartOfWeek

Date.EndOfWeek

Date.IsInPreviousDay

Date.StartOfYear

Date.EndOfYear

Date.IsInPreviousMonth

Date.ToRecord

Date.From

Date.IsInPreviousNDays

Date.ToText

Date.FromText

Date.IsInPreviousNMonths

Date.WeekOfMonth

Date.IsInCurrentDay

Date.IsInPreviousNQuarters

Date.WeekOfYear

Date.IsInCurrentMonth

Date.IsInPreviousNWeeks

Date.Year
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DateTime functions

DateTime.AddZone

DateTime.IsInNextNSeconds

DateTime.Date

DateTime.IsInNextSecond

DateTime.FixedLocalNow

DateTime.IsInPreviousHour

DateTime.From

DateTime.IsInPreviousMinute

DateTime.FromFileTime

DateTime.IsInPreviousNHours

DateTime.FromText

DateTime.IsInPreviousNMinutes

DateTime.IsInCurrentHour

DateTime.IsInPreviousNSeconds

DateTime.IsInCurrentMinute

DateTime.IsInPreviousSecond

DateTime.IsInCurrentSecond

DateTime.LocalNow

DateTime.IsInNextHour

DateTime.Time

DateTime.IsInNextMinute

DateTime.ToRecord

DateTime.IsInNextNHours

DateTime.ToText

DateTime.IsInNextNMinutes
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DateTimeZone functions

DateTimeZone.FixedLocalNow

DateTimeZone.ToRecord

DateTimeZone.FixedUtcNow

DateTimeZone.ToText

DateTimeZone.From

DateTimeZone.ToUtc

DateTimeZone.FromFileTime

DateTimeZone.UtcNow

DateTimeZone.FromText

DateTimeZone.ZoneHours

DateTimeZone.LocalNow

DateTimeZone.ZoneMinutes

DateTimeZone.RemoveZone

DateTimeZone.SwitchZone

DateTimeZone.ToLocal
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Day values

Day.Friday

Day.Monday

Day.Saturday

Day.Sunday

Day.Thursday

Day.Tuesday

Day.Wednesday
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Duration functions

Duration.Days

Duration.TotalMinutes

Duration.From

Duration.TotalSeconds

Duration.FromText

Duration.ToText

Duration.Hours

Duration.Minutes

Duration.Seconds

Duration.ToRecord

Duration.TotalDays

Duration.TotalHours
© Filecats Limited 2021
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Json and Xml functions

Json.Document

Json.FromValue

Xml.Tables
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List functions

List.Accumulate

List.FindText

List.Modes

List.ReplaceRange

List.AllTrue

List.First

List.NonNullCount

List.ReplaceValue

List.Alternate

List.FirstN

List.Numbers

List.Reverse

List.AnyTrue

List.Generate

List.PositionOf

List.Select

List.Average

List.InsertRange

List.PositionOfAny

List.Single

List.Buffer

List.Intersect

List.Positions

List.SingleOrDefault

List.Combine

List.IsDistinct

List.Product

List.Skip

List.Contains

List.IsEmpty

List.Random

List.Sort

List.ContainsAll

List.Last

List.Range

List.Split

List.ContainsAny

List.LastN

List.RemoveFirstN


List.Count

List.MatchesAll

List.RemoveItems
List.StandardDeviati
on

List.Covariance

List.MatchesAny

List.RemoveLastN

List.Sum

List.Dates

List.Max


List.DateTimes

List.MaxN
 List.Times
List.RemoveMatchin
gItems
 List.Transform

List.DateTimeZones

List.Median

List.RemoveNulls

List.TransformMany

List.Difference

List.Min

List.RemoveRange

List.Union

List.Distinct

List.MinN

List.Repeat

List.Zip

List.Durations

List.Mode

List.ReplaceMatchin
gItems
© Filecats Limited 2021
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Number functions

Number.Abs

Number.Exp

Number.PositiveInfinity

Number.Acos

Number.Factorial

Number.Power

Number.Asin

Number.From

Number.Random

Number.Atan

Number.FromText

Number.RandomBetween

Number.Atan2

Number.IntegerDivide

Number.Round

Number.BitwiseAnd

Number.IsEven

Number.RoundAwayFromZero

Number.BitwiseNot

Number.IsNaN

Number.RoundDown

Number.BitwiseOr

Number.IsOdd

Number.RoundTowardZero

Number.BitwiseShiftLeft

Number.Ln

Number.RoundUp

Number.BitwiseShiftRight

Number.Log

Number.Sign

Number.BitwiseXor

Number.Log10

Number.Sin

Number.Combinations

Number.Mod

Number.Sinh

Number.Cos

Number.NaN

Number.Sqrt

Number.Cosh

Number.NegativeInfinity

Number.Tan

Number.E

Number.Permutations

Number.Tanh

Number.Epsilon

Number.PI

Number.ToText
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Table functions
Table.AddColumn
 Table.ExpandTableColumn  Table.Keys
 Table.AddIndexColumn
 Table.FillDown
 Table.Last
 Table.AddJoinColumn
 Table.FillUp
 Table.LastN
 Table.AddKey
 Table.FilterWithDataTable  Table.MatchesAllRows
 Table.AggregateTableColu  Table.FindText
 Table.MatchesAnyRows
mn
 Table.First
 Table.Max
 Table.AlternateRows
 Table.FirstN
 Table.MaxN
 Table.Buffer
 Table.FirstValue
 Table.Min
 Table.Column
 Table.FromColumns
 Table.MinN
 Table.ColumnCount
 Table.FromList
 Table.NestedJoin
 Table.ColumnNames
 Table.FromPartitions
 Table.Partition
 Table.ColumnsOfType
 Table.FromRecords
 Table.PartitionValues
 Table.Combine
 Table.FromRows
 Table.Pivot
 Table.CombineColumns
 Table.FromValue
 Table.PositionOf
 Table.Contains
 Table.FuzzyJoin
 Table.PositionOfAny
 Table.ContainsAll
 Table.FuzzyNestedJoin
 Table.PrefixColumns
 Table.ContainsAny
 Table.Group
 Table.Profile
 Table.DemoteHeaders
 Table.HasColumns
 Table.PromoteHeaders
 Table.Distinct
 Table.InsertRows
 Table.Range
 Table.DuplicateColumn
 Table.IsDistinct
 Table.RemoveColumns
 Table.ExpandListColumn
 Table.IsEmpty
 Table.RemoveFirstN
 Table.ExpandRecordColu
 Table.Join
 Table.RemoveLastN
mn

Table.RemoveMatchingRo  Table.Skip
ws
 Table.Sort
 Table.RemoveRows
 Table.Split
 Table.RemoveRowsWithEr
 Table.SplitColumn
rors
 Table.ToColumns
 Table.RenameColumns
 Table.ToList
 Table.ReorderColumns
 Table.ToRecords
 Table.Repeat
 Table.ToRows
 Table.ReplaceErrorValues
 Table.TransformColumnN
 Table.ReplaceKeys
ames
 Table.ReplaceMatchingRo
 Table.TransformColumns
ws
 Table.TransformColumnTy
 Table.ReplaceRelationship
pes
Identity
 Table.TransformRows
 Table.ReplaceRows
 Table.Transpose
 Table.ReplaceValue
 Table.Unpivot
 Table.ReverseRows
 Table.UnpivotOtherColum
 Table.RowCount
ns
 Table.Schema
 Table.View
 Table.SelectColumns
 Table.ViewFunction
 Table.SelectRows
 Table.SelectRowsWithErro
rs
© Filecats Limited 2021
 Table.SingleRow

filecats.co.uk
Text functions

Text.AfterDelimiter

Text.Length

Text.ReplaceRange

Text.At

Text.Lower

Text.Reverse

Text.BeforeDelimiter

Text.Middle

Text.Select

Text.BetweenDelimiters

Text.NewGuid

Text.Split

Text.Clean

Text.PadEnd

Text.SplitAny

Text.Combine

Text.PadStart

Text.Start

Text.Contains

Text.PositionOf

Text.StartsWith

Text.End

Text.PositionOfAny

Text.ToBinary

Text.EndsWith

Text.Proper

Text.ToList

Text.Format

Text.Range

Text.Trim

Text.From

Text.Remove

Text.TrimEnd

Text.FromBinary

Text.RemoveRange

Text.TrimStart

Text.InferNumberType

Text.Repeat

Text.Upper

Text.Insert

Text.Replace
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Time functions

Time.EndOfHour

Time.From

Time.FromText

Time.Hour

Time.Minute

Time.Second

Time.StartOfHour

Time.ToRecord

Time.ToText
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Get and Transform Workflow
Get data
M formulas
Power Query
Add
modeling
Visualize
data
DAX formulas
Power Pivot
Data Model
PivotTables
PivotCharts
Transform data
© Filecats Limited 2021
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Power BI Desktop versus Power BI Service

Power BI Desktop

Power BI Service

Both

Many data sources

Some data sources

Reports

Transforming

Dashboards

Visualizations

Shaping & modeling

Apps & Workspaces

Security

Measures

Sharing

Filters

Calculated columns

Dataflow creation

Bookmarks

Python

Paginated reports

Q&A

Themes

RLS management

R visuals

RLS creation

Gateway connections
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Power BI Service – Free versus Pro


Both Free and Pro have:

Connect to data sources

Publish to Web

Export to PowerPoint, Excel and CSV
Only Pro has:

Peer-to-peer sharing

Apps distribution and workspaces

Email subscription

Embed APIs and controls

Analyze in Excel and Analyze in Power BI Desktop
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Power BI Service Terminology

Datasets

Reports

Dashboards

My Workspace

Other Workspaces

Apps

Security Groups
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Power BI Service Terminology
Workbooks
Data source
Datasets
Reports
Dashboards
Workspaces
Apps
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On-premises data gateway (personal
mode): Data Sources
•
All online data sources shown in Power Query.
•
All on-premises data sources shown in Power Query except for Hadoop file
(HDFS) and Microsoft Exchange.
•
All online data sources shown in Power Pivot.
•
All on-premises data sources shown in Power Pivot except for Hadoop file
(HDFS) and Microsoft Exchange.
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Location of datasets

Data sources that reside in
the cloud
 Credentials
can be edited
in “Data source
credentials”.
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Location of datasets


Data sources that reside
on-premises
Data sources from both
on-premises and cloud
Public network
Private network
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Differences in on-premises data gateway
On-premises data gateway
(Enterprise)
On-premises data gateway
(personal mode)
Cloud services supported
Power BI, PowerApps, Azure Logic
Apps, Power Automate, Azure
Analysis Services, dataflows
Power BI (one per user, not one per
computer)
Runs
As configured by users who have
access to the gateway
As you for Windows authentication
and as configured by you for other
authentication types
No
Can install only as computer admin; Yes
centralized gateway and data
source management;
LiveConnect support for Analysis
Services; DirectQuery support
Import data and schedule refresh
Yes
Yes
Supports R and Python
No
Yes
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Refresh

Up to 8 times a day for Power BI Pro

Up to 48 times a day for Power BI Premium

May take up to an hour to start.

Cannot take longer than two hours to refresh (five hours for Premium)

Will no longer refresh if:


There is a failure four times in a row, or

No report which uses this dataset has been viewed in the last two months.
Option to “Send refresh failure notification emails to me” and “Email these users
when the refresh fails”.
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Roles in the new workspaces


Admin

Update and delete the workspace.

Add/remove people, including other admins.

Allow Contributors to update the app for the workspace
Member (or above)

Add members or others with lower permissions.

Publish and change permissions for an app

Update an app.

Share an item or share an app.

Allow others to reshare items.

Feature apps on colleagues' Home
© Filecats Limited 2021
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Roles in the new workspaces


Contributor

Update an app (if allowed)

Feature dashboards and reports on colleagues' Home

Create, edit, and delete content in the workspace.

Publish reports to the workspace, delete content.

Create a report in another workspace based on a dataset in this workspace.

Copy a report (if you have Build permission for the dataset).

If you have permissions on the Gateway:

Schedule data refreshes via the on-premises gateway

Modify gateway connection settings.
Viewers

View and interact with an item


Need Power Pro BI license, or items in a Power BI Premium workspace.
Read data stored in workspace dataflows
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Recommend a Development Lifecycle
Strategy


Requirements

Power BI Premium workspace

One workspace per pipeline

Capacity admin
Advantages

Increased productivity

Faster delivery of content

Less chance of error
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Recommend a Development Lifecycle
Strategy
Development
Test
Production
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Development – Testing – Production
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Development – Testing – Production
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Development – Testing – Production
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Development – Testing – Production
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Comparison
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Comparison
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