Power BI Intermediate

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Duration 2 days – 14 hrs

 

Overview

 

Power BI is a suite of business analytics tools that deliver insights throughout your organization.  Connect to hundreds of data sources, simplify data prep, and drive ad hoc analysis.  Produce beautiful reports, and then publish them for your organization to consume on the web and across mobile devices.  Everyone can create personalized dashboards with a unique, 360-degree view of their business.  In addition, scale across the enterprise–with governance and security built in.     

 

Objectives

 

  • Power BI is a suite of business analytics tools that deliver insights throughout your organization.  Connect to hundreds of data sources, simplify data prep, and drive ad hoc analysis.  
  • Produce beautiful reports, and then publish them for your organization to consume on the web and across mobile devices.  
  • Everyone can create personalized dashboards with a unique, 360-degree view of their business.  In addition, scale across the enterprise–with governance and security built in.  

 

Audience

  • Data Analysts and Business Analysts
  • Reporting Specialists
  • Financial Analysts
  • IT Professionals involved in data reporting or dashboard creation
  • Power BI Users seeking to transition from basic to advanced reporting

 

Pre- requisites 

  • Basic knowledge of Power BI, including data import, simple visualizations, and familiarity with Excel functions. Prior use of Power BI Desktop is recommended.

Course Content

 

Module 1: Importing Data to Power Bi and Configuration of Power Query  

  • Setting up Power BI Properties  
  • The Power BI Interface and Workflow  
  • The Query Editor Interface  
  • Review on Basic Table Transformations  
  • Importing Data from Excel, SharePoint, and Database  
  • Data Source Settings  
  • Query Refresh Settings  
  • Column Quality and Profile  
  • Additional Types and Categories  
  • Defining Hierarchies  

Module 2: Data Model Configurations  

  • Review of Power BI Data Model Settings  
  • Creating Table Schemas  
  • Managing and Editing Relationships  
  • Active vs Inactive Relationships  
  • Relationship Cardinality  
  • Connecting Multiple Tables  
  • Understanding Filter Flow  
  • Hiding Fields from Report View  

                  

Module 3: Applying Filter-based Data Analysis Expressions  

  • Review on Fundamentals of DAX  
  • Creating Basic Calculated Columns and Measures  
  • Intermediate Data Analysis Expressions (DAX)  
  • IF and SWITCH Function  
  • Joining Data with Related  
  • CALCULATED Function  
  • CALCULATE and ALL Function  
  • CALCULATE and FILTER Function  
  • Iterator X Functions  
  • DAX Time Intelligence Formulas  
  • Creating a Calendar Table  
  • Create Var or Variables to simplify DAX Functions  

Module 4: Adding Dynamic Visual Tools in Power Bi Report  

  • Review on Basic Data Visualization Settings  
  • Adding Conditional Formatting  
  • Editing Report Interactions  
  • Adding Drill-through Filter  
  • Cards and KPI’s  
  • Filled Map Visuals  
  • Gauge Charts  

Module 5: Perform Report Analysis  

  • Explore statistical summary.  
  • Use the Analyze feature.  
  • Smart Narratives  
  • Explore Q and A Visuals  
  • Forecast and Trendlines  
  • Bookmarks Functionality  

Module 6: Publishing and Sharing  

  • Publish from Power BI Desktop  
  • Publish Reports to Web  
  • Printing, PDFs and Exporting to PowerPoint  
  • Export file as Power BI Desktop .pbix  
  • Export file as Excel  
  • Create a dashboard.  
  • Understand real-time dashboards.  
  • Enhance the dashboard usability.
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