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
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