Duration

1 Days

6 CPD hours

Overview

Learning Objectives
This course covers the use of Power BI Desktop and the Power BI service hosted in Office 365 to identify core features, terminology and processes applicable when using reports or dashboards. Delegates will learn how to:

Overview of Microsoft Power BI 

• Build a Basic Report  
• Get & Transform Data - Power Query 
• Build the Data Model 
• Build a visual Report  
• Power BI Service     

Prerequisites

A strong knowledge of Microsoft Excel is recommended and this course will use Power BI Pro Desktop in its delivery.

Topics

1. Overview of Microsoft Power BI

• Understand the Applications     
• Power BI Desktop and Power Query
• The Power BI Service

2. Build a Basic Report 

• Import Data
• Add Visualisations

3. Get & Transform Data - Power Query

• Import Data – from various sources
• Transform Data (Tidy, Convert, Clean)
• Edit Queries

4. Build the Data Model

• Relationships Between Tables
• Introduction to DAX Formulas:
• Calculated Columns, Tables & Measures

5. Build a visual Report 

• Report Pages
• Handle Visualisations (Tiles)
• Format Visuals - Fields, Format, Analytics

6. Power BI Service     

• Publish Desktop Report to PBI Service
• View/Edit Report in PBI Service
• Create Dashboard

Duration

1 Days

6 CPD hours

Overview

Learning Objectives
After successfully completing our Part 1 Power BI Essentials course.

 

Delegates will learn how to:

• Power Query – Transform Data     
• Data Model – Manage        
• DAX Formulas        
• Building Dynamic Reports  
• Visualisations          
• Power BI Service

Prerequisites

Part 1: Power BI Essentials

Topics

1. Power Query – Transform Data    

• More Transformations
• Merge Queries, Append Queries
• Connect to other Data Sources

2. Data Model – Manage       

• Using Calendar Tables to enable Time Intelligence
• Group Items (Group/Bin)

3. DAX Formulas       

• Popular DAX Functions (COUNTROWS, RELATED…)
• Override Filters (CALCULATE, ALL etc.)
• Time Intelligence (YEAR-TO-DATE etc.)

4. Building Dynamic Reports 

• Filtering and Slicers
• Interactions between Visuals, Drill-Down
• Other Visual Elements (Text Box, Shape, Image etc.)

5. Visualisations         

• Formatting Visuals
• Conditional Formatting
• Custom Visuals

6. Power BI Service   

• Workspaces and Sharing
• Handling Datasets, Reports and Dashboards

 

Duration

2 Days

12 CPD hours

About this course

This course is intended for business users who have been using Power BI to build analytic solutions and are ready to take advantage of the power and flexibility that DAX provides. Learning DAX is a very common “next step” for experienced Power BI users.

Overview

At course completion, you should be able to

• Describe DAX syntax, data types, and errors
• Use DAX to create calculated columns, measures, and tables
• Explain how DAX calculations are evaluated, along with the differences between row context and filter context
• Configure and use Time Intelligence to perform common time-based calculations, for example to-date calculations, year-over-year analysis, moving averages, etc.
• Create calculated columns and measures that use data from multiple tables in the data model
• Write measures that handle error conditions gracefully
• Use DAX to enhance the Power BI user experience
• Use DAX Studio to connect to a Power BI data model and execute simple queries

Topics

Module 1: Getting started with DAX

• Introduction to DAX
• Creating objects with DAX
• Context and rules of evaluation
• Variables, comments, and testing

Module 2: Performing basic calculations

• Getting started
• Implicit measures
• Adding quick measures
• Working with DAX data types .
• Doing basic math
• Using logic in your calculations
• Using the if() function
• Nested if()
• Using the switch() function
• Advanced switch()
• Logical operators & functions: ||, OR(), &&, AND(), NOT()
• Aggregating and summarizing data
• The sum() function

Module 3: Working with context in the data model

• Context defined
• Data modeling basics
• Introduction to dimensional modeling
• Relationships and their effect on the evaluation context
• Getting data from other tables using related() and related table
• Looking up data without using relationships
• Modifying the context using calculate()

Module 4: Performing more advanced calculations

• The DAX iterator functions
• Using table manipulation functions

Module 5: Working with time

• Performing date calculations
• Working with date tables
• Generating a date table with the calendar() function
• Defining custom operating periods
• YTD, QTD, and MTD calculations
• Custom to-date calculations
• Finding year-over-year change
• Finding moving averages

Module 6: Enhancing the user experience

• Controlling visibility of your measures
• Using what-if parameters
• Adding banding
• Using DAX to provide row-level security

Duration

3 Days

18 CPD hours

Description

This course covers the various methods and best practices that are in line with business and technical requirements for modeling, visualizing, and analyzing data with Power BI. The course will show how to access and process data from a range of data sources including both relational and non-relational sources. Finally, this course will also discuss how to manage and deploy reports and dashboards for sharing and content distribution.

Prerequisites

• Understanding core data concepts.
• Knowledge of working with relational data in the cloud.
• Knowledge of working with non-relational data in the cloud.
• Knowledge of data analysis and visualization concepts.
• DP-900T00 Microsoft Azure Data Fundamentals is recommended

Topics

1 - Discover data analysis

• Overview of data analysis
• Roles in data
• Tasks of a data analyst

2 - Get started building with Power BI

• Use Power BI
• Building blocks of Power BI
• Tour and use the Power BI service

3 - Get data in Power BI

• Get data from files
• Get data from relational data sources
• Create dynamic reports with parameters
• Get data from a NoSQL database
• Get data from online services
• Select a storage mode
• Get data from Azure Analysis Services
• Fix performance issues
• Resolve data import errors

4 - Clean, transform, and load data in Power BI

• Shape the initial data
• Simplify the data structure
• Evaluate and change column data types
• Combine multiple tables into a single table
• Profile data in Power BI
• Use Advanced Editor to modify M code

5 - Design a semantic model in Power BI

• Work with tables
• Create a date table
• Work with dimensions
• Define data granularity
• Work with relationships and cardinality
• Resolve modeling challenges

6 - Add measures to Power BI Desktop models

• Create simple measures
• Create compound measures
• Create quick measures
• Compare calculated columns with measures

7 - Add calculated tables and columns to Power BI Desktop models

• Create calculated columns
• Learn about row context
• Choose a technique to add a column

8 - Use DAX time intelligence functions in Power BI Desktop models

• Use DAX time intelligence functions
• Additional time intelligence calculations

9 - Optimize a model for performance in Power BI

• Review performance of measures, relationships, and visuals
• Use variables to improve performance and troubleshooting
• Reduce cardinality
• Optimize DirectQuery models with table level storage
• Create and manage aggregations

10 - Design Power BI reports

• Design the analytical report layout
• Design visually appealing reports
• Report objects
• Select report visuals
• Select report visuals to suit the report layout
• Format and configure visualizations
• Work with key performance indicators

11 - Configure Power BI report filters

• Apply filters to the report structure
• Apply filters with slicers
• Design reports with advanced filtering techniques
• Consumption-time filtering
• Select report filter techniques
• Case study - Configure report filters based on feedback

12 - Enhance Power BI report designs for the user experience

• Design reports to show details
• Design reports to highlight values
• Design reports that behave like apps
• Work with bookmarks
• Design reports for navigation
• Work with visual headers
• Design reports with built-in assistance
• Tune report performance
• Optimize reports for mobile use

13 - Perform analytics in Power BI

• Explore statistical summary
• Identify outliers with Power BI visuals
• Group and bin data for analysis
• Apply clustering techniques
• Conduct time series analysis
• Use the Analyze feature
• Create what-if parameters
• Use specialized visuals

14 - Create and manage workspaces in Power BI

• Distribute a report or dashboard
• Monitor usage and performance
• Recommend a development life cycle strategy
• Troubleshoot data by viewing its lineage
• Configure data protection

15 - Manage semantic models in Power BI

• Use a Power BI gateway to connect to on-premises data sources
• Configure a semantic model scheduled refresh
• Configure incremental refresh settings
• Manage and promote semantic models
• Troubleshoot service connectivity
• Boost performance with query caching (Premium)

16 - Create dashboards in Power BI

• Configure data alerts
• Explore data by asking questions
• Review Quick insights
• Add a dashboard theme
• Pin a live report page to a dashboard
• Configure a real-time dashboard
• Set mobile view

17 - Implement row-level security

• Configure row-level security with the static method
• Configure row-level security with the dynamic method