Course description
There is a lot to learn in Power BI, this course takes a comprehensive look at the fundamentals of analysing data and includes a 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 utilise 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 an interactive and dynamic way.
It also includes a detailed look at formulas by writing both M functions in Power Query, and DAX functions in Desktop view. This knowledge will allow you to take your reports to the next level.
Upcoming start dates
Suitability - Who should attend?
Managers and others who need to use or create reports and tables to support business management and decision-making.
An intermediate level understanding of Microsoft Excel is preferable.
Outcome / Qualification etc.
The aim of this course is to provide a complete introduction to understanding the Power BI analysis process, by working hands-on with examples that will equip you with the necessary skills to start applying your learning straight away.
Training Course Content
1 Getting Started
- The Power BI ecosystem
- Opening Power BI Desktop
- Power BI’s four views
- Introduction to Dashboards
2 Importing Files
- Importing data sources
- Importing an Excel file
- Importing a CSV file
- Importing a database
- Connect to an SQL Server Database
- Import vs. Direct Query
- Importing from the web
- Importing a folder of files
- Managing file connections
3 Shape Data in the Query Editor
- The process of shaping data
- Managing data types
- Keeping and removing rows
- Add a custom column
- Appending tables together
- Hiding queries in reports
- Fixing error issues
- Basic maths operations
4 The Data Model
- Table relationships
- Relationship properties
5 Merge Queries
- Table join kinds
- Merging tables
6 Inserting Dashboard Visuals
- Things to keep in mind
- Inserting maps
- Formatting Maps
- Inserting charts
- Formatting Charts
- Inserting a tree map
- Inserting a table, matrix, and card
- Controlling number formats
- About report themes
- Highlighting key points
- Filter reports with slicers
- Sync slicers across dashboards
- Custom web visuals
7 Publish and share Reports
- Publishing to Power BI service
- Editing online reports
- Pinning visuals to a dashboard
- What is Q&A?
- Sharing dashboards
- Exporting reports to PowerPoint
- Exporting reports as PDF files
8 The Power Query Editor
- Fill data up and down
- Split column by delimiter
- Add a conditional column
- More custom columns
- Merging columns
9 The M Functions
- Inserting text functions
- Insert an IF function
- Create a query group
10 Pivoting Tables
- Pivot a table
- Pivot and append tables
- Pivot but don’t aggregate
- Unpivot tables
- Append mismatched headers
11 Data Modelling Expanded
- Understanding relationships
- Mark a date table
12 DAX New Columns
- New columns and measures
- New column calculations
- Insert a SWITCH function
13 Introduction to DAX Measures
- Common measure functions
- Insert a SUM function
- Insert a COUNTROWS function
- Insert a DISTINCTCOUNT function
- Insert a DIVIDE function
- DAX rules
14 The CALCULATE Measure
- The syntax of CALCULATE
- Insert a CALCULATE function
- Control field summarisation
- Things of note
15 The SUMX measure
- X iterator functions
- Anatomy of SUMX
- Insert a SUMX function
- When to use X functions
16 Time Intelligence Measures
- Importance of a calendar table
- Insert a TOTALYTD function
- Change financial year end date
- Comparing historical data
- Insert a DATEADD function
17 Hierarchies and Groups
- Mine data using hierarchies
- Compare data in groups
Course delivery details
This course can be run remotely online or face-to-face onsite.
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