Transitioning to Microsoft Power Platform: An Excel User Guide to Building Integrated Cloud Applications in Power Bi, Power Apps, and Power Automate

ISBN-13: 9781484292389 / Angielski

David Ding

Opis

Beginning-Intermediate user level

Welcome to this step-by-step guide for Excel users, data analysts, and finance specialists. It is designed to take you through practical report and development scenarios, including both the approach and the technical challenges. This book will equip you with an understanding of the overall Power Platform use case for addressing common business challenges. While Power BI continues to be an excellent tool of choice in the BI space, Power Platform is the real game changer. Using an integrated architecture, a small team of citizen developers can build solutions for all kinds of business problems. For small businesses, Power Platform can be used to build bespoke CRM, Finance, and Warehouse management tools. For large businesses, it can be used to build an integration point for existing systems to simplify reporting, operation, and approval processes.The author has drawn on his15 years of hands-on analytics experience to help you pivot from the traditional Excel-based reporting environment. By using different business scenarios, this book provides you with clear reasons why a skill is important before you start to dive into the scenarios. You will use a fast prototyping approach to continue to build exciting reporting, automation, and application solutions and improve them while you acquire new skill sets. The book helps you get started quickly with Power BI. It covers data visualization, collaboration, and governance practices. You will learn about the most practical SQL challenges. And you will learn how to build applications in PowerApps and Power Automate.
The book ends with an integrated solution framework that can be adapted to solve a wide range of complex business problems.
What You Will Learn

• Develop reporting solutions and business applications
• Understand the Power Platform licensing and development environment
• Apply Data ETL and modeling in Power BI
  
• Use Data Storytelling and dashboard design to better visualize data
  
• Carry out data operations with SQL and SharePoint lists
• Develop useful applications using Power Apps
• Develop automated workflows using Power Automate
• Integrate solutions with Power BI, Power Apps, and Power Automate to build enterprise solutions

Who This Book Is ForNext-generation data specialists, including Excel-based users who want to learn Power BI and build internal apps; finance specialists who want to take a different approach to traditional accounting reports; and anyone who wants to enhance their skill set for the future job market.

Spis treści

1.     Power BI Solutions

Goal: as the introduction chapter, this chapter starts with the most popular tool in Power Platform. It covers the important components relating to the integrated architecture. The same components are also powerful in their own rights in building powerful reports.

2.     Data Visualisation

Goal: After covering the key components of Power BI, this chapter focus on the design and user experience, which is also a key component in a great report.

3.     Power BI Governance

Goal: The readers will understand that report governance is an enabler not a restrictor. This chapter break governance into 4 key components and discusses the needs in each area.

4.     SQL Server

Goal: Most business data stores in SQL Server. SQL is by far the most common data language. The readers will understand the basics of SQL and able to write the most common queries.

5.     SharePoint List

Goal: The readers will understand how to setup and utilize SharePoint list as a security measure.

6.     Power Automate Solutions

Goal: The readers will understand the basic concept of Power Automate as well as some practical applications.

7.     Power Apps Solutions

Goal: PowerApps is another critical component in the book. This chapter will spend considerably more time in explaining the concept and construct. The readers will understand how to build PowerApps and how to integrate it with Power BI and Power Automate.

8.     Integrated Solutions

Goal: In the final chapter of the book, readers will start to explore the full architecture. How different parts add value to the business application. The readers will understand the full potential of Power Platform. By this stage, the users also have the skillset required to implement such solutions at work.

 

O autorze

David Ding is the director and lead consultant of SDInnovation, a consulting company that provides customized decision support and training services to organizations across multiple industries. David is a certified Power BI developer with a master’s degree in data science. Previously, David held multiple senior business and technical positions. This book is part of his personal mission in helping everyone to get better with data.

Blurb

Welcome to this step-by-step guide for Excel users, data analysts, and finance specialists. It is designed to take you through practical report and development scenarios, including both the approach and the technical challenges. This book will equip you with an understanding of the overall Power Platform use case for addressing common business challenges. 

While Power BI continues to be an excellent tool of choice in the BI space, Power Platform is the real game changer. Using an integrated architecture, a small team of citizen developers can build solutions for all kinds of business problems. For small businesses, Power Platform can be used to build bespoke CRM, Finance, and Warehouse management tools. For large businesses, it can be used to build an integration point for existing systems to simplify reporting, operation, and approval processes.

The author has drawn on his 15 years of hands-on analytics experience to help you pivot from the traditional Excel-based reporting environment. By using different business scenarios, this book provides you with clear reasons why a skill is important before you start to dive into the scenarios. You will use a fast prototyping approach to continue to build exciting reporting, automation, and application solutions and improve them while you acquire new skill sets. The book helps you get started quickly with Power BI. It covers data visualization, collaboration, and governance practices. You will learn about the most practical SQL challenges. And you will learn how to build applications in PowerApps and Power Automate.

The book ends with an integrated solution framework that can be adapted to solve a wide range of complex business problems.

What You Will Learn

• Develop reporting solutions and business applications
• Understand the Power Platform licensing and development environment
• Apply Data ETL and modeling in Power BI
  
• Use Data Storytelling and dashboard design to better visualize data
  
• Carry out data operations with SQL and SharePoint lists
• Develop useful applications using Power Apps
• Develop automated workflows using Power Automate
• Integrate solutions with Power BI, Power Apps, and Power Automate to build enterprise solutions