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Duration: 2-days

Location: This course is run virtually online or face-to-face onsite.

What you will learn

This course starts with the basics then moves seamlessly to an intermediate level. It includes a comprehensive yet balanced look at the four main components that make up Power BI Desktop: Report view, Data view, Model view, and the Power Query Editor. It also demonstrates how to use the online Power BI service.This course starts with the basics then moves seamlessly to an intermediate level. It includes a comprehensive yet balanced look at the four main components that make up Power BI Desktop: Report view, Data view, Model view, and the Power Query Editor. It also demonstrates how to use the online Power BI service.

It looks at authoring tools that enable you to connect to and transform data from a variety of sources, allowing you to produce detailed reports through a range of visualisations in dynamic, interactive dashboards. Once you have those reports, it looks at the seamless process of sharing those with colleagues, inside or outside your organisation, by publishing to Power BI service.

The aim of this course is to provide a more complete understanding of the Power BI analysis process, by working with real-world examples that will equip you with the necessary skills to start applying your knowledge straight away.

This course allows you to gain a thorough understanding of the complete Power BI cycle by working with real-world examples and will equip you with the necessary skills to start applying your knowledge straight away.

Prerequisite

An intermediate understanding of Microsoft Excel is preferable.

Course outline

Getting Started

  • Opening Power BI Desktop
  • The Power BI ecosystem
  • The four views of Power BI
  • Visualisations at a glance

Importing Files

  • The process of importing files
  • Importing an Excel file
  • Importing a CSV file
  • Importing a database
  • Connect to an SQL server database
  • Import vs. Direct Query
  • Importing web data
  • Importing a folder of files
  • Managing file connections

Shape Data in the Query Editor

  • The process of shaping data
  • Working with applied steps
  • Managing data types
  • Removing unwanted rows
  • Importing multiple tables
  • Appending tables together
  • Fixing error issues
  • Basic math operations

The Data Model

  • Table relationships
  • Relationship properties

Merging Queries

  • Table join kinds
  • Merging tables

Creating Report Visuals

  • Things to keep in mind
  • Inserting maps
  • Formatting maps
  • Inserting charts
  • Formatting charts
  • Controlling number formats
  • Inserting a table and matrix
  • Inserting cards for KPIs
  • Utilizing themes
  • Adding data bars
  • Highlighting key points
  • Filtering reports with slicers
  • Sync slicers across pages
  • Custom web visuals

Publish and Share Reports

  • Publishing to Power BI service
  • Editing online reports
  • Pinning visuals to the dashboard
  • What is Q&A?
  • Sharing your reports
  • Exporting reports to PowerPoint
  • Exporting reports as PDF files
  • Get quick insights

The Power Query Editor

  • Fill data up and down
  • Split column by delimiter
  • Add a conditional column
  • Further custom columns
  • Perform column merging

Working with M Formulas

  • Add formulas in the Query Editor
  • Add an IF formula
  • Exact match look up
  • Closest match look up

Pivot and Unpivot Data

  • Pivot data in the Query Editor
  • Pivot and append data
  • Pivot but don’t summarise
  • Unpivot data
  • Append mismatched headers

Group Data in Power Query

  • Group rows in a table

Introduction to New Columns

  • Two kinds of Power BI formulas
  • Add your first new column
  • The SWITCH function

Introduction to DAX Measures

  • The COUNTROWS function
  • The DISINCTCOUNT function
  • DAX Rules
  • The CALCULATE function
  • Things of note about CALCULATE
  • The SUMX function
  • Anatomy of SUMX
  • When to use "x" functions

Introduction to Time Intelligence

  • Standard calendar vs. custom calendar
  • Calendar: a special lookup table
  • Mark a calendar as a date table
  • Time intelligence functions
  • The TOTALYTD function
  • Change year-end date in TOTALYTD

Hierarchy, Group and Conditional Format

  • Create a hierarchy to drill data
  • Compare data by grouping
  • Use bins to group numbers
  • Add conditional formatting

Summary

  • Apply your learning

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