Microsoft Power BI

Programme Outline

Level 1

• By the end of the Adventure Works project, not only will you have developed an entire business intelligence tool from the ground up using Power BI, but you will have gained the knowledge and confidence to apply these same concepts to your own Power BI projects.
• Transform, analyze & visualize data with Microsoft Power BI Desktop: hands-on demos, projects & 1-on-1 Power BI support
• Build professional-quality business intelligence reports from the ground up
• Blend and transform raw data into beautiful interactive dashboards
• Design and implement the same B.I. tools used by professional analysts and data scientists
• Showcase your skills with two full-scale course projects (with step-by-step solutions)
• Understand the business intelligence workflow from end-to-end
• Learn from a best-selling instructor and professional BI developer
• Program outline – Day 1
• POWER BI OBJECTIVE #1: Connect & Transform the Raw Data
• Intro to the Power BI Query Editor
• Types of Power BI Data Connectors
• Basic Table Transformations
• Text, Number & Date Tools
• Index & Conditional Columns
• Grouping & Aggregating Data
• Pivoting & Unpivoting
• Modifying, Merging & Appending Queries
• Connecting to Folders
• Defining Hierarchies & Categories
• Query Editing & Power BI Best Practices
• POWER BI OBJECTIVE #2: Build a Relational Data Model
• Intro to Database Normalization
• Data (“Fact”) Tables vs. Lookup (“Dimension”) Tables
• Creating Power BI Table Relationships
• “Star” vs. “Snowflake” Schemas
• Active vs. Inactive Relationships
• Relationship Cardinality
• Connecting Multiple Data Tables
• Filtering & Cross-Filtering
• Hiding Fields from the Power BI Report View
• Data Modeling & Power BI best Practices
• Program outline – Day 2
• POWER BI OBJECTIVE #3: Add Calculated Fields with DAX
• Intro to Data Analysis Expressions (DAX)
• Calculated Columns vs. Measures
• Row Context vs. Filter Context in Power BI
• DAX Syntax & Operators
• Common Power BI Functions
• Basic Date & Time Formulas
• Logical & Conditional Statements
• Text, Math & Stats Functions
• Joining Data with RELATED
• CALCULATE, ALL & FILTER Functions
• DAX Iterators (SUMX, AVERAGEX)
• Time Intelligence Formulas
• DAX & Power BI Best Practices
• POWER BI OBJECTIVE #4: Design Interactive Power BI Reports
• Intro to the Power BI Report View
• Adding Basic Charts to Power BI Reports
• Formatting & Filtering Options
• Matrix Visuals
• Slicers & Timelines
• Cards & KPIs
• Power BI Map Visuals (Basic, Fill, ArcGIS)
• Treemaps, Lines, Areas & Gauges
• Editing Report interactions
• Adding Drillthrough Filters
• Linking to Report Bookmarks
• Using “What-If” Parameters
• Managing & Viewing Roles
• PREVIEW: Publishing to Power BI Service
• Power BI Data Viz Best Practices
• POWER BI OBJECTIVE #5: Publish Report
• Publish Reports
• Working with Cloud Data
• Export Report

Duration

• 2 days (14 hours)
• Requirements
• Microsoft Power BI Desktop (free download)
• This course is designed for PC/Windows users (currently not available for Mac)
• Experience with Excel Power Query, Power Pivot & DAX is a plus, but not required

NOTE

This is PART 1 of a 2-Part Microsoft Power BI series

• 1. Up & Running with Power BI Desktop
• 2. Publishing to Power BI Service
• Don’t forget to complete PART 2 to learn Power BI Service and take your Power BI skills to the cloud!

Target audience

• This course is intended for Business Managers, Report Developers, Analysts, Project Managers and Team Leads.
• Anyone looking for a hands-on, project-based introduction to Microsoft Power BI Desktop
• Data analysts and Excel users hoping to develop advanced data modeling, dashboard design, and business intelligence skills
• Aspiring data professionals looking to master the #1 business intelligence tool on the market
• Students who want a comprehensive, engaging, and highly interactive approach to training
• Anyone looking to pursue a career in data analysis or business intelligence

Level 2

• This course is intended as a continuation of our introductory-level courses in Power BI. It covers common intermediate-level tasks and some of Power BI’s most desirable new features.
• Prerequisites
• Before attending this course, students should have the general knowledge equivalent to what is covered in Power BI Level 1

After completing this course, students will be able to

• • Import data from PDFs, regions of web pages, and collections of files
• • Characterize data with data profiling
• • Merge mismatched data sets with fuzzy matching
• • Generate custom columns in Power Query
• • Perform advanced data modeling anda DAX
• • Use Power BI time intelligence
• • Work with custom scripts in R and Python
• • Create KPIs and scorecards
• • Use advanced report design techniques
• • Use advanced dashboard design techniques
• • Perform basic statistical analysis in Power BI
• Course Outline
• Although DAX can be used in a number of scenarios, the course primarily concentrates on DAX for PowerBI. You will see how understanding more about DAX will give you power and control over your visualisations and in that way allow you to present your data in a fantastically clear way.
• What is Dax?
• • DAX in the World of Excel
• • Cells vs Tables
• • Iterators – what are they?
• Introducing DAX
• • Understanding DAX calculations
• • DAX data types
• • DAX operators
• • Calculated Columns vs Measures
• • Variables
• • Error Handling in DAX
• • Formatting DAX Code
• • Common DAX Functions
• Basic Table Functions
• • What are Table Functions?
• • EVALUATE Syntax
• • Table Expressions
• • Understanding FILTER
• • Understanding ALL, ALLEXCEPT, and ALLNOBLANKROW
• • UNDERSTANDING VALUES and DISTINCT
• Understanding Evaluation Contexts
• • Introduction to Evaluation Contexts
• • Understanding the row context
• • Using SUM in a calculated column
• • Using columns in a measure
• • Row context with Iterators – EARLIER function
• • Working with many tables
• • Row contexts and relationships
• • Filter context with relationships
• • Introducing Values
• • Introducting ISFILTERED, ISCROSSFILTERED
• CALCULATE and CALCULATETABLE
• • Understanding CALCULATE
• • Understandng the filter context
• • CALCULATE examples
• • Filtering a single column
• • Filtering with complex conditions
• • Using CALCULATETABLE
• • What are circular dependencies
• • CALCULATE rules
• • Introducing ALLSELECTED
• • Understanding USERELATIONSHIP
• DAX examples
• • Finding ratios and percentages
• • Cumulative Totals
• • Using ABC (Pareto) Classification
• • Finding Sales per day and Working day
• • Differences in working days
• • Static moving averages
• Time Intelligence Calculations
• • What is time intelligence?
• • Building a Date table
• • Handling multiple relationships to the Date table
• • Aggregating overtime (Year-to-date|Quarter-to-date)
• • Opening and Closing Balances

Duration

• 2 days (14 hours)
• Requirements
• Microsoft Power BI Desktop (free download)
• This course is designed for PC/Windows users (currently not available for Mac)
• Experience with Excel Power Query, Power Pivot & DAX is a plus, but not required

Target audience

• This course is intended for Business Managers, Report Developers, Analysts, Project Managers and Team Leads.
• Anyone looking for a hands-on, project-based introduction to Microsoft Power BI Desktop
• Data analysts and Excel users hoping to develop advanced data modeling, dashboard design, and business intelligence skills
• Aspiring data professionals looking to master the #1 business intelligence tool on the market
• Students who want a comprehensive, engaging, and highly interactive approach to training
• Anyone looking to pursue a career in data analysis or business intelligence

Level 3 (Advanced)

• Overview
• This course is intended as a continuation of our intermediate-level courses in Power BI. It covers common intermediate-level tasks and some of Power BI’s most desirable new features.
• Prerequisites
• Before attending this course, students should have the general knowledge equivalent to what is covered in Power BI Level 2

Duration

• 2 days
• Course Outline
• Module 1: Optimize Model Performance
• In this module you are introduced to steps, processes, concepts, and data modeling best practices necessary to optimize a data model for enterprise-level performance.
• Lessons
• Optimize the model for performance
• Optimize DirectQuery Models
• Create and manage Aggregations
• Module 2: Create Reports
• This module introduces you to the fundamental concepts and principles of designing and building a report, including selecting the correct visuals, designing a page layout, and applying basic but critical functionality. The important topic of designing for accessibility is also covered.
• Lessons
• Design a report
• Enhance the report
• Lab : Designing a report in Power BI
• Create a live connection in Power BI Desktop
• Design a report
• Configure visual fields adn format properties
• Lab : Enhancing Power BI reports with interaction and formatting
• Create and configure Sync Slicers
• Create a drillthrough page
• Apply conditional formatting
• Create and use Bookmarks
• Module 3: Create Dashboards
• In this module you will learn how to tell a compelling story through the use of dashboards and the different navigation tools available to provide navigation. You will be introduced to features and functionality and how to enhance dashboards for usability and insights.
• Lessons
• Create a Dashboard
• Real-time Dashboards
• Enhance a Dashboard
• Lab : Designing a report in Power BI Desktop – Part 1
• Create a Dashboard
• Pin visuals to a Dashboard
• Configure a Dashboard tile alert
• Use Q&A to create a dashboard tile
• Module 4: Create Paginated Reports in Power BI
• This module will teach you about paginated reports, including what they are how they fit into Power BI. You will then learn how to build and publish a report.
• Lessons
• Paginated report overview
• Create Paginated reports
• Lab : Creating a Paginated report
• Use Power BI Report Builder
• Design a multi-page report layout
• Define a data source
• Define a dataset
• Create a report parameter
• Export a report to PDF
• Module 5: Perform Advanced Analytics
• This module helps you apply additional features to enhance the report for analytical insights in the data, equipping you with the steps to use the report for actual data analysis. You will also perform advanced analytics using AI visuals on the report for even deeper and meaningful data insights.
• Lessons
• Advanced Analytics
• Data Insights through AI visuals
• Lab : Data Analysis in Power BI Desktop
• Create animated scatter charts
• Use teh visual to forecast values
• Work with Decomposition Tree visual
• Work with the Key Influencers visual
• Module 6: Create and Manage Workspaces
• This module will introduce you to Workspaces, including how to create and manage them. You will also learn how to share content, including reports and dashboards, and then learn how to distribute an App.
• Lessons
• Creating Workspaces
• Sharing and Managing Assets
• Lab : Publishing and Sharing Power BI Content
• Map security principals to dataset roles
• Share a dashboard
• Publish an App
• Module 7: Manage Datasets in Power BI
• In this module you will learn the concepts of managing Power BI assets, including datasets and workspaces. You will also publish datasets to the Power BI service, then refresh and secure them.
• Lessons
• Parameters
• Datasets
• Module 8: Row-level security
• This module teaches you the steps for implementing and configuring security in Power BI to secure Power BI assets.
• Lessons
• Security in Power BI