Power BI/Data Books Roundup

It’s time for another short post on the free books that various authors have been kind enough to send me over the last few months. Full disclosure: these aren’t reviews as such, they’re more like free publicity in return for the free books, and I don’t pretend to be unbiased; also the Amazon UK links have a affiliate code in that gives me a kickback if you buy any of these books.

Deciphering Data Architectures, James Serra

I’ll be honest, I’ve had this book hanging around in my inbox since February and I wasn’t sure what to expect of it, but when I finally got round to reading it I enjoyed it a lot and found it very useful. If you’re looking for clear, concise explanations of all of the jargon and methodologies that are in use in the data industry today then this is the book for you. Do you want to understand the difference between Kimball and Inmon? Get an honest overview of data mesh? Choose between a data lake and a relational data warehouse? It’s all here and more. It’s an opinionated book (which I appreciate) and quite funny in places too. Definitely a book for every junior BI consultant to read and for more senior people to have handy to fill in gaps in their knowledge.

Extending Power BI with Python and R (second edition), Luca Zavarella

I posted about the first edition of this book back in 2021; this new edition has several new chapters about optimising R and Python settings, using Intel’s Math Kernel library for performance and addressing integration challenges. As before this is all fascinating stuff that no-one else in the Power BI world is talking about. I feel like a future third edition covering what will be possible with Power BI and Python in Fabric in 2-3 years will be really cool.

Data Cleaning with Power BI, Gus Frazer

It’s always nice to see authors focusing on a business problem – in this case data cleaning – rather than a technology. If you’re looking for an introductory book on Power Query this certainly does the job but the real value here is the way it looks at how to clean data for Power BI using all of the functionality in Power BI, not just Power Query, as well as tools like Power Automate. It’s also good at telling you what you should be doing with these tools and why. Extra credit is awarded for including a chapter that covers Azure OpenAI and Copilot in Dataflows Gen2.

Yet Another Power BI (And Synapse) Book Roundup

I like free stuff and I like books, so of course I like free books – and it seems that the more I provide free publicity for relevant books here the more free books I get sent. I’ve now got enough to merit writing another post covering those I’ve received recently from various publishers and authors. As always these are not reviews, just short summaries of books you might want to check out.

Microsoft Power BI Data Analyst Certification Guide, by Orrin Edenfield and Edward Corcoran

Studying for a certification is a great way to learn a technology and this book is intended for those studying for the PL-300 Power BI Data Analyst exam. In terms of technical content this book is a good general introduction to Power BI development and administration, so nothing out of the ordinary, but knowing that the book is written to cover the exam syllabus and the generous number of practice questions would be the reason to buy it.

Power BI for the Excel Analyst, by Wyn Hopkins

Taking a different angle on learning Power BI is Wyn Hopkins, who has aimed his book at people coming from the Excel community (Wyn himself is a well-known Excel and Power BI MVP who has a great YouTube channel). I’m surprised there aren’t more people writing content like this since the vast majority of people using Power BI come from this background; Rob Collie cornered the market years ago but has been very quiet recently. Once again it’s an introductory guide to Power BI development but there’s a healthy amount of real-world experience inside as well as opinion, which I like – it not only makes the book more valuable but also more readable.

Pro Power BI Dashboard Creation, by Adam Aspin

Adam Aspin is a prolific author of Power BI books and this one focuses on the mechanics of building reports and dashboards. It’s not one of those preachy “data visualisation” books but a guide to the Power BI report canvas, all the visuals and their properties and settings: there’s a whole chapter on drilling up and down, for example. As a result even an experienced Power BI report designer will probably find something in it that they didn’t know.

Azure Synapse Analytics Cookbook, by Gaurav Agarwal and Meenakshi Muralidharan

Not strictly a Power BI book, I know, but a general introduction to Synapse in the worked example/cookbook format – although there is a chapter on how to use Power BI with Synapse. Gaurav is a colleague of mine on the Power BI CAT team at Microsoft so of course I want to call out this new book that he has co-written! My Synapse knowledge is not as good as it should be so I learned a few things reading it.

New Book: “Microsoft Power BI Performance Best Practices” By Bhavik Merchant

I’ve said it before but I’ll say it again: I don’t publish book reviews here on my blog but I’m always happy to promote new Power BI books when they are published in return for a free copy.

Recently a friend and ex-Microsoft colleague of mine, Bhavik Merchant, published a book called “Microsoft Power BI Performance Best Practices” which I wrote the foreword for and I think (although of course I’m biased) it’s a good one. It’s about tuning all aspects of Power BI report and refresh performance, including DAX, data modelling, gateway configuration, Power Query/M and report design; it also covers the use of external tools like DAX Studio and Tabular Editor. From a purely technical point of view it gathers together a lot of useful information that is otherwise scattered across various documentation articles, blog posts, conference presentations and white papers; what I particularly liked, though, is the emphasis on methodology and how you should think about approaching performance tuning. If you’re new to Power BI this is a great resource but even experienced Power BI developers and consultants will learn something from it.

You can buy the book from Amazon UK here.

New Book: “Extending Power BI With Python And R”

Back in September I posted about a few new Power BI-related books I was given to review for free; that post led to me getting sent another freebie book, “Extending Power BI with Python and R”, by Luca Zavarella (buy it from Amazon UK here). I found this book particularly interesting because I know very little about Python or R, but I also know that this is a really hot topic for many people and I was curious to know what problems using these languages in Power BI might solve.

I can’t comment on the quality of the Python and R advice (although I’m pretty sure Luca knows what he’s writing about), but from the point of view of a Power BI developer the book does a good job of explaining how using them allows you to do things that are difficult or impossible otherwise. There are chapters on regular expressions, calling APIs, using machine learning models and advanced visualisations. I haven’t seen any other books, videos or blog posts that cover these topics in such detail, so if you have some Python or R skills and want to make use of them in Power BI this book seems to be a good bet.

Three New Power BI/Power Query Books

I decided to stop writing book reviews here on my blog a long time ago: it’s a lot of work to read a book and write a proper, detailed review and what’s more I don’t like the idea of writing a bad review and upsetting someone who has gone to all the effort of writing a book. That said, from time to time I get given free copies of books (which I’m always happy to receive – I like to see how other people go about explaining Power BI concepts and functionality) and in return I give the authors some free publicity here. Recently I received two copies of new books from people that I know:

Expert data modeling with Power BI, by Soheil Bakhshi (Buy it here on Amazon UK)

Soheil is an MVP whose blog I have read and admired for some time so I’m pleased to see he has written a book. It’s an important subject too: good data modelling is key to success with Power BI, and the problems of many customers I work with stem from not taking the time to learn how data should be modelled for Power BI. This book introduces you to concepts like dimensional modelling and star schemas and shows you how to build datasets that follow best practices. It also covers topics such as calculation groups and object-level security that won’t be in older books.

Power Query cookbook, by Andrea Janicijevic (Buy it here on Amazon UK)

Andrea is a colleague of mine at Microsoft and of course Power Query is a technology close to my heart. This book follows the cookbook format which teaches through a series of worked examples and easy-to-follow steps; anyone learning Power Query will find it useful to follow these recipes to get practice creating queries. I liked the inclusion of Power BI Dataflows as well as Power Query in Power BI Desktop, and again this book has the advantage of being new – it covers recently-added features such as Schema View and Diagram View in Dataflows and Query Diagnostics in Power BI Desktop that won’t be covered in other books.

There’s another book I was curious about and was lucky enough to be able to read via Microsoft’s online library for employees:

Pro Power BI theme creation, by Adam Aspin (Buy it here on Amazon UK)

When I hear someone had written a book about Power BI theme files I couldn’t believe it, but Adam is an experienced writer and has pulled it off. As you might expect it’s everything you ever wanted to learn about Power BI themes and as such, if themes are something you’re interested in you should read this book. It explains how theme files are structured, how to edit them and how the various attributes are applied to different visuals.

The Second Edition Of “The Definitive Guide To DAX” Is Out!

If you’re a Power BI fan there are three possible answers to the question “Did you know that the second edition of The Definitive Guide To DAX has just been published?”:

Answer#1: Yup, I’ve already got my copy!

If this is your answer there’s no need to read any further.

Answer #2: What’s “The Definitive Guide To DAX”?

If, on the other hand, you’re new to Power BI and this is what you’re thinking then I should explain that “The Definitive Guide To DAX” is a book by Marco Russo and Alberto Ferrari and is what its title suggests it is – the sum total of human knowledge about the DAX calculation and query language used by Power BI, written by the two people who know most about it outside the development team. Marco and Alberto are friends of mine but I don’t think anyone can accuse me of bias when I say that it’s a book that every Power BI developer needs to own, so go out and buy it! If you use Power BI you need to learn DAX and while this book may not be a simple step-by-step tutorial it has in it somewhere answers to just about every question you’ll ever ask about DAX – and, more importantly, the answers it has are as correct and as up-to-date as they possibly can be. I can tell you that it’s proved invaluable to me in my work at least twice in the last week alone.

Answer #3: Yes, I saw that but I already have the first edition – is it worth buying this one too?

This is a slightly more difficult question to answer, but I’m still going to recommend that you buy the second edition. As Marco says in his announcement blog post, a lot of the existing content has been updated and rewritten and a lot of new content has been added. If you care about following all the latest DAX best practices and you don’t want the new hire in your department to mock you because you’ve never heard of DAX Studio, you need to buy this new edition.

[Note: I didn’t get a free copy of this book for review (yet?) but I have an O’Reilly Online Learning account which means I could read it as soon as it was published]

PS I know someone needs to write the “Definitive Guide to M” but it’s not going to be me, at least not right now.

Book Review: “Collect, Combine And Transform Data Using Power Query In Excel And Power BI” by Gil Raviv

I generally try to avoid writing book reviews here, but the fact that there are so few books available on Power Query and M means that I’m making an exception for “Collect, Combine and Transform Data using Power Query in Excel and Power BI” by Gil Raviv.

The first thing to say about this book is that it takes the approach of teaching through exercises and worked examples, rather than by explaining abstract concepts. If this suits your style of learning (and I know that it does for a lot of people) then you’re in luck; if you’re looking for a book that will explain what all the different join types for Merge operations do, for example, then you’ll be disappointed. This isn’t a criticism though – I don’t think it’s possible to write a book that will satisfy everyone – and Gil has done a good job of covering a lot of common data preparation scenarios. One important exception to this is the chapter on M which provides a very clear introduction to the language and the way it works. I suspect a lot of people will want to buy the book for this chapter alone.

The second thing to say about this book is that while it covers both Power Query in Excel and Power BI, in my opinion it’s aimed slightly more at Excel users. Again, this is not a criticism: although advanced Excel users and Power BI report designers have to solve many of the same problems, they also have some very different concerns too. What’s more, if you can assume your readers have good Excel skills and can explain Power Query concepts in Excel terms then you’ll serve that particular set of readers well, and probably do a better job for them than if you assume they are completely new to the area of data transformation and preparation have no existing skills in this area.

All in all it’s a good book that I can recommend to anyone who wants to learn Power Query and M, and also for intermediate users who want to deepen their knowledge. I still think there’s a need for a book completely devoted to M and covering topics such as custom connectors and dataflows; hopefully someone writes one soon!

Full disclosure: I received a free copy of the book from the author. I’m also the author of a Power Query book myself, but to be honest it’s several years old now and a bit out-of-date, so it’s hard to recommend it any more.

You can buy a copy of this book from Amazon UK here.

The Biml Book, And Some Thoughts On Biml And SSAS

I know what you’re thinking: why is Chris blogging about a book on Biml when he’s not remotely interested in SSIS? Well, you’re right, SSIS isn’t my thing (though as an SSAS developer it’s important to keep up-to-date on the tools that the SSIS people on your team use) and yes, as you may have guessed, I got a freebie review copy because I’m an Apress author and I’m friends with one of the authors, Andy Leonard. There is, though, a good reason why I want to learn about Biml: you can use it to generate SSAS databases as well as SSIS packages.

First of all, the book itself. “The Biml Book” is a new book written by a team of Biml experts that teaches you pretty much everything you need to know about Biml. I’m always a bit worried by books with a large number of authors because I know how difficult it is to maintain a consistent style, but in this case I couldn’t see any joins. As someone with no previous experience of Biml. I found the book very clear, concise and easy to read. I highly recommend it as an introduction to the topic.

Of course the chapter on using Biml with SSAS was the most interesting for me. The main reason why SSAS people aren’t as excited about Biml as SSIS people are is that we just don’t usually have the same amount of boring, repetitive work that begs to be automated, and we already have AMO and TOM when we do need to automate the creation of SSAS objects. Indeed, I’ve only ever met one person who is using Biml with SSAS. So when would you use Biml and SSAS? The book provides a good, honest answer:

Biml can be a great fit for Analysis Services use cases, but there are some exceptions.

Just as with SSIS, one of the great advantages of Biml is that it easily allows scale-out architectures through automation. This makes it a good choice when it comes to multi-tenancy and/or multi-server environments.

Given the ability to automate structures and deployments through metadata, Biml frameworks can also include cube projects that can be driven with some of the same metadata that was used to build data integration frameworks.

Conversely, SSAS Multidimensional/Tabular can require the specification of additional types of metadata to automate its creation. After all, cubes and tabular models are largely just metadata containers on top of relational structures. If you want to use your own metadata to drive the creation of bespoke SSAS projects that could support any SSAS feature, you essentially need to duplicate the entire SSAS feature set in your metadata store. This will result in complex models that may be very difficult and time-consuming to maintain, potentially leading to longer instead of shorter development and deployment times. In a nutshell, Biml isn’t for all SSAS projects, but for the pattern-heavy, scale-out projects where it does fit, it’s tremendously valuable.

I’ll give you an example of where I think Biml and SSAS make a good match. I’ve worked with several companies who do what I call B2B BI: they create, host and manage Microsoft BI solutions for their customers. They have a standard template solution that connects to a particular type of data source (for example, their customers’ Dynamics databases), builds a data warehouse and then puts SSAS and maybe some reports on top. As a result they end up with multiple copies of the same solution, with the only difference being that each copy contains a different customer’s data – a classic example of a “multi-tenancy and/or multi-server environment” as described in the extract above. This style of BI will become more and more common in the future because cloud-based services like Azure SSAS and Power BI (both now support Azure AD B2B) make it much easier to implement, and I think Biml could play a very important role here: you don’t want to build and manage hundreds of near-identical SSAS databases, and their supporting ETL, manually.

New Book: Tabular Modelling In SQL Server Analysis Services

My good friends Marco Russo and Alberto Ferrari have published a second edition of the SSAS Tabular book that we wrote together a few years ago. It’s called “Tabular Modelling In SQL Server Analysis Services” and it covers pretty much everything you need to know about building models in SSAS 2016 Tabular. Although I didn’t have anything to do with preparing the second edition, it does include a few things I wrote for the first edition so I can’t pretend that this is an unbiased review – that said, I think it’s fair to say that everyone working with SSAS Tabular 2016 should have a copy of this book on their shelf. No-one knows SSAS Tabular better than Marco and Alberto and the chapters on engine internals and performance tuning are worth the price of the book alone. The only topic it doesn’t cover in detail is DAX, and of course if you want to learn DAX you should get a copy of Marco and Alberto’s equally brilliant book “The Definitive Guide To DAX”.

More details on the new book can be found in Marco’s blog post here and you can buy the book from Amazon UK here.

Two New Books: “The Definitive Guide To DAX” And “’M’ Is For Data Monkey”

I’m not going to pretend that this blog post is a properly impartial review – I know the authors of both of these books to varying degrees – but I thought it was worth writing a few words on two new books I’ve acquired recently which are worth additions to any Power BI enthusiast’s bookshelf or e-reader.

The Definitive Guide To DAX

Something I’ll never understand about my friends Marco Russo and Alberto Russo is their love of writing books – they generally have a new one out every year, sometimes two (personally I find writing books painful). Their latest publication is “The Definitive Guide To DAX” and it does indeed live up to its title. No-one outside the dev team comes close to Marco and Alberto’s knowledge of DAX, the language of Power Pivot, Power BI Desktop modelling and SSAS Tabular, and in this book they have documented everything that they know about it down to the smallest detail. Want to know what the KeepFilters() function does? Or the GenerateAll() function? How about all the new DAX functions and features in the latest versions of Power BI Desktop which will also appear in SSAS 2016 Tabular? They’re all here, and more. As such this is essential purchase for anyone doing serious work on the Microsoft BI platform, although probably more as a reference than a book to read end-to-end. It’s fair to say there’s a certain amount of overlap between this and some of their previous books on Power Pivot and SSAS Tabular, but the language – and the community’s understanding of it – has evolved sufficiently to justify buying this book too.

[I received a free copy of this book for review]

Buy it here from Amazon UK | US

‘M’ Is For Data Monkey

As the author of the only other book on Power Query, I suppose I should really be keeping quiet about “’M’ Is For Data Monkey” in case you buy it instead of mine. However 18 months of UI changes and functionality improvements mean my book is now a bit out-of-date, and what’s more important is that Ken Puls and Miguel Escobar have had the advantage of a lot of real-world experience with Power Query that I didn’t have (indeed no-one had) when I was writing in early 2014. The book itself is not a formal introduction to the M language but a guide to what you can do with it in Power Query; while a lot of what’s here will be useful in Power BI this is definitely a Power Query book and the target audience is Excel Pros rather than BI Pros. The decision to focus on Excel Pros was a good one to make, in my opinion, because it plays to the authors’ strengths and means that the book has a very practical focus. A lot of the tips and tricks here are ones I’ve used successfully myself, and I don’t mind admitting that I learned one or two things from this book as well.

Buy it here from Amazon UK | US

Other Books Are Available…

There are a couple of other new books out that, although I haven’t seen them, will also be worth checking out. Rob Collie has just released Power Pivot and Power BI, essentially the second edition of DAX Formulas For Power Pivot; Matt Allington has just released Learn To Write DAX; both are going to be good choices for Excel users wanting a DAX tutorial. Finally, last week Teo Lachev announced on his blog that he has published the world’s first dedicated Power BI book. Teo is another author whose books I admire so I’m sure it will be excellent, although I’ll be interested to see how he handles the problem of writing about a product that changes so much so quickly.