Power BI training course

Power BI Introduction

• Power BI - What is it and why use it?
• Desktop vs Services
• Power BI vs other BI tools (Gartner Magic Quadrant)

Power BI Desktop

•     Data Models - How to structure your data
•     Schemas - Data structure definition
•     Relationships - How data in one table relates to another
•     Connectivity - Connection options, e.g. real-time or stored/refreshed
•     Design Environment - Learning how to build reports.
•     Importing Data - How to get data into a data model.
•     Dashboards in Desktop
•     Get data from different sources
•     Custom Colours
•     PowerBi template
•     Desktop Three views
•     Data View: Column Sort, formatting, hiding columns
•     Relation ship view: create and manage relationships
•     Relationship Cardinality: 1-to-1, 1to-many, many-to-many
•     Create and format visuals
•     Slicers
•     Highlight and filter
•     Control Filter interaction
•     Hierarchies
•     Drill Down
•     Show data and show records in Drilldown
•     Publish reports/Dashboards
•     Monthly Updates

Power BI Service

•     Self-service BI - Visualising your own data.
•     Organisational BI - Creating a single, reliable version of the truth.
•     Portal - Easy access from anywhere.
•     Content Items - The essential elements of a report.
•     Datasets - The data behind a report.
•     Connecting to Data - Accessing data for use in Power BI.
•     Visualizing Data - Building attractive, meaningful displays.
•     Licence schema
•     Load data in PowerBi services
•     Create Reports in PowerBi services
•     Pin visuals to dashboard
•     Dashboard Flow and Navigation
•     Power BI for Mobile
•     Dashboard Tiles
•     Dashboard customization
•     Natural Language Queries
•     Quick Insights
•     Inbuilt Demo Samples
•     Web publication
•     Power BI to PowerPoint export

Importing & Transforming Data

• Queries & the Query Editor - Controlling the data import process
• Shaping & Cleansing Data - Making real-world data usable.
• Combining Datasets - Appending, merging data from different sources.
• Functions - The M library of powerful data manipulation capability.
• Date Tables - Building customised time intelligence.
• Loading Transformed Data - Populating the Power BI data model.

Cont ...

• Query Editor in brief
• Query Design explained
• Query editors tabs and menus
• Best Practice for Queries
• Applied Steps
• Advanced Query Editor
• Data Transformations
• Data cleaning
• Dataset merges
• Unpivoting
• Accessing data from a Folder
• Appending techniques
• Columns
• Dynamic Fiscal Calendar Tables

Data Modelling

• Tables & Columns - Understanding basic data structure.
• Data View - Seeing your underlying data values
• Exploring Data - Easy data profiling
• Managing Schema & Data Changes - Dealing with issues of change control
• Connections & Tables - Data lineage.
• Data Refresh - Optimising new data acquisition.
• Relating Tables - Telling Power BI how your data relates internally.
• Rules & Limitations - Filter flow options and consequences.
• Auto-Detecting - Pros and cons of saving design time
• Relationship View - Working on your data model structure.
• Introduction to Facts & Dimensions

• Creating Relationships Between Tables
• Relationship types
• CrossFilter Relationships
• Handling Multiple Relationships with the Fact Table
• Custom Sorting of Columns
• Data Types & Formatting
   

Reports/Dashboards

• Reading View - Seeing what users see.
• Editing View - Customising user experience.
• Visualisations and Custom Visualisations - Telling a compelling story.
• Dashboards - The easy-read overall summary ‘at a glance’
• Creating & formatting Dashboards
• Creating visuals
• Choosing the best visual
• Interactivity between visuals
• Visuals in Preview and Custom Visuals
• Formatting visuals
• Types of Conditional Formatting
• Optimizing the Matrix Layouts
• Adding Drill-Downs
• Viewing the Underlying Data Driving a Visualization
• Understanding Row Level Security
• Creating and Testing Security Roles

DAX & Calculations

•     Data Analysis Expressions - Powerful versatility at your command.
•     Calculated Columns - Extending data tables.
•     Measures - How your data is summarised.
•     DAX Syntax - Learning the basic grammar of formula writing.
•     DAX Functions - Building blocks for data manipulation.
•     Advanced Relationships - Data model design trade-offs.
•     Dax Operators
•     Calculated Measures & Calculated Columns
•     Implicit Vs Explicit
•     Base Measures & Metrics
•     Commonly Used DAX Functions
•     DAX Aggregate functions
•     Iterators: SUMX, MAXX, AVERAGEX
•     IF conditional statements
•     Cross Table Lookups
•     Evaluating Context in the relationship
•     CALCULATE: the magic function
•     USERELATIONSHIP function
•     Time Intelligence prerequisites
•     Time intelligence functions (MTD, QTD, YTD, Prior Year)
•     Create a time Intelligence report

Publishing & Sharing Dashboards & Reports

• Sharing Dashboards - Who gets to see what?
• Creating Workspace - Organising structure around people.
• Publish App - Making it available online.
• Security - Restricting access to the ‘need to knows'
• Publishing Models to the Cloud Service

• Adding Users to Security Defined Roles
• Basic Sharing of Dashboards & Reports
• Multiple ways of sharing reports and Dashboards
• Creating App Workspaces
• Collaborating on Reports
• Publishing Organisational Apps for Distribution of Content
• Adding Users & Editing Workspaces
• Connecting to Apps

Data Refreshing

• The Data Gateway
• Data Refreshe schedules
• On-Demand Refresh

Power BI Mobile

•     Native Applications (iOS/Android/Windows)
•     Optimising deployment on different platforms.
•     Viewing Content, How phone view works.
•     Sharing & Collaboration - Encouraging appropriate teamwork.
•     Configuring Alerts - How to notify users of important new data.
•     Configure reports for Mobile view
•     Configure Dashboard for Mobile view
•     Viewing Content
•     Sharing & Collaboration
•     Configuring Alerts