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

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