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2019 Power BI Training

Course Overview

Content and overview: Module One – Getting Started with Power BI – the essentials Module Two - Advanced features & techniques to optimise reports and the consumer’s experience Module Three – Using the Power BI Service

 

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Power BI is changing fast; the following training modules have been structured to allow for these changes.

If standard training is not required you may choose to “pick & mix” topics. We will discuss and agree this with you to ensure that the training remains relevant. NOT INCLUDED IN THIS TRAINING BUT AVAILABLE - Bespoke Reporting Requirements

Duration:

2 day duration – Modules 1, 2 & 3

1 day duration – Modules 1 & 3

 

Module One

  • What is Power BI
  • Power BI Desktop Settings
  • Power BI Subscriptions
  • Importing Data Sources
  • Transform Imported Data
  • Data Types
  • Relationships
  • Shaping & Combining Data
  • Data Preparation & Modelling (1) & (2)
  • Calculated Columns & Measures (1) & (2)
  • DAX Functions
  • Power BI Reports (1) & (2)
  • Power BI Mobile Reports
  • Building a Calendar Table

Module Two

  • Enhancing Charts
  • Advanced Functionality Level 1 & Level 2
  • Tips & Tricks to Building Business Related Reports
  • Bespoke Reporting

Module Three

  • Power BI Service (1), (2) & (3)

Module One - Getting started with Power BI – the essentials

  • What is Power BI?
  • Why should businesses adopt Power BI?
  • What’s the difference between ‘Power BI Desktop’ and ‘Power BI Service’?
  • What’s the difference between ‘Reports’ & ‘Dashboards’ in Power BI?
  • Become familiar with navigating around ‘Power BI Desktop’ and understand the differences between the three desktop ‘Modes’:
  • Report Builder
  • Data Sets
  • Relationships

Power BI Desktop Settings

  • Global settings:
  • Preview features
  • Power Query Editor
  • Updates
  • Auto recovery

Current file settings:

  • Data load
  • Regional settings
  • Auto recovery
  • Report settings

Power BI Subscriptions

  • Power BI Free
  • Power BI Pro
  • Power BI Premium

Importing Data Sources

Learn how to:

  • Connect to individual Excel files
  • Connect to multiple Excel files
  • Connect to SQL server
  • Connect to other data sources
  • Scrape data from the web
  • Refresh data in Power BI Desktop
  • Locate recent data sources

Transform Imported Data

Learn about:

  • The considerations for building an effective and lean data model

Learn how to:

  • Perform various transformations on imported data

Data Types

Learn about:

  • The difference between data types and data formats
  • The importance of assigning the right data types to imported data
  • Data categories
  • Default summarisation

Relationships

Learn about:

  • Relationships
  • The basics of data modelling including Star and Snowflake schemas
  • About the three main types of Cardinality:
    • One-to-Many
    • One-to-One
    • Many-to-Many
  • The basics of Filter Context and Filter Direction & Cross-filtering
  • Connecting multiple data tables together using the right Cardinality
  • Editing relationships
  • Query dependencies

Shaping & Combining Data

Learn about:

  • Shaping data
  • The Query Editor
  • The Advanced Editor
  • Query Steps
  • Merging and Appending data tables
  • Combining data from different data sources

Data Preparation & Modelling (1)

Learn how to:

  • Choose columns in the data set
  • Assess the quality of data in the data model
  • Remove columns from the data set
  • Reduce rows from the data set
  • Split columns
  • Group data by
  • Change data types
  • Replace values
  • Clean data in columns
  • Fill columns

Data Preparation & Modelling (2)

Learn how to:

  • Unpivot tables
  • Rename columns
  • Use first row as headers

Calculated Columns & Measures (1)

Learn about:

  • Calculated columns
  • Measures:
  • Implicit & Explicit

Calculated Columns & Measures (2)

Learn how to:

  • Create a Calculated Column
  • Create a Measure
  • Moving a Measure to another table
  • Use some basic DAX functions

DAX Functions

Learn about:

  • DAX (Data Analysis Expressions)
  • DAX function syntax
  • Common DAX functions
  • Activating the formula bar

Power BI Reports (1)

Learn how to:

  • Build reports using various charts from the chart’s panel
  • Import custom visuals from the Power BI Market Place
  • Build reports using a table and matrix
  • Create slicers
  • Sync slicers
  • Filter data
  • Sort data
  • Format charts & tables
  • Map geographical data
  • Print reports to PDF
  • Publish reports to Power BI Service

Power BI Reports (2)

Learn how to use some of the report design tools:

  • Show gridlines
  • Snap objects to grid
  • Text boxes
  • Shapes
  • Images
  • Formatting options
  • Sending chart elements forwards and backwards
  • Aligning and distributing chart elements

Power BI Mobile Reports

Learn how to:

  • Access the mobile report design tools
  • Apply existing tiles to the mobile canvas
  • Return to desktop view

Build a Calendar table

Learn about calendar tables:

  • Why have a calendar table?
  • Importing data to create a calendar table
  • Create a basic calendar table using DAX and calculated columns
  • Mark as calendar table
  • Ensure dates sort as intended in reports

Module Two - Advanced features & techniques to optimise reports and the consumer’s experience

Enhancing Charts

Learn how to:

  • Create Card visuals to highlight key numbers
  • Create Drill-down reports
  • Create Drill-through reports
  • Include & exclude values in charts
  • Edit tile interactions
  • Use the Q&A Explorer
  • Explore built-in Analytical Tools
  • Conditional formatting

Advanced Functionality – Level 1

Learn how to:

  • Use Bookmarks
  • Selection Pane
  • Buttons
  • Manually enter data into a new table
  • Building and using a configuration table
  • Use more advanced DAX functions
  • Distinguish between Filter and Table DAX functions
  • Quick Measures

Advanced Functionality – Level 2

Learn how to:

  • Use disconnected slicers
  • Create and manage Parameters
  • Create Columns from Examples
  • Role Level Security (RLS)
  • Build custom financial calendars
  • What if Analysis
  • Tips & Tricks to Building Business Related Reports
  • Moving averages
  • Top ‘N’ Customers, Products & Suppliers
  • Explain Increases and Decreases
  • Ratio Reporting
  • Report totals – MTD, QTD & YTD
  • Fixing incorrect totals
  • Segment customers or products by various numerical values
  • Outlier detection and visualisation
  • Ranking customers or products by various numerical values

Module Three - Using the Power BI Service

  • Power BI Service (1)
  • What are Groups and how to use them
  • Gateways – Personal & Enterprise
  • Using the new Home feature

How to:

  • Build a dashboard
  • Share reports & dashboards
  • Reports and dashboards shared with me
  • Create an App
  • Refreshing data in the service

Power BI Service (2)

  • Pin live page
  • Admin settings
  • Report user metrics
  • Commenting on dashboards and tiles
  • Subscription
  • Full Screen view
  • Editing reports in the Service
  • Get Data

Power BI Service (3)

  • Editing a report – editing and reading view
  • Saving reports
  • Printing reports
  • Embedding reports in to SharePoint
  • Publish reports to the web
  • Export to PowerPoint
  • View related
  • Download a copy of the PBIX file
  • Using Analyse in Excel feature