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.
Navigation - Moving quickly between Power BI Desktop’s views and windows.
Importing Data - How to get data into a data model.

Covering

• 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.

Covering

• 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
Data Previews - Checking progress at each step.
Shaping & Cleansing Data - Making real-world data usable.
Basic Transformations - e.g. Find & replace, Fill empty, Extract characters, and much more.
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.

Covering

• 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.

Covering

• Tables & Columns
• Data View
• Exploring Data
• Managing Schema & Data Changes
• Connections & Tables
• Data Refresh
• Relating Tables
• Rules & Limitations
• Auto-Detecting
• Relationship View
• 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’

Covering

• Creating & formatting Dashboards
• Creating visuals
• Choosing the best visual
• Interactivity between visuals
• Visuals in Preview
• 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.

Covering

• DAX overview
• DAX Syntax
• 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’

Covering

• 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.

Covering

• Configure reports for Mobile view
• Configure Dashboard for Mobile view
• Viewing Content
• Sharing & Collaboration
• Configuring Alerts