Power BI Reports and Analysis

Duration  10 days – 70 hrs

 

Overview

The Power BI Reports and Analysis Training Course is designed to empower participants with the skills and knowledge needed to harness the full potential of Power BI for effective data visualization and analysis. This comprehensive course covers everything from the basics of creating compelling reports to advanced techniques for in-depth data analysis.

 

Objectives

• Understand the fundamentals of Power BI and its role in data analysis.
• Explore the features of Power BI Desktop and Power BI Service.
• Import data from various sources into Power BI.
• Learn techniques for transforming and cleaning data to ensure accuracy.
• Create visually appealing and interactive reports.
• Incorporate charts, tables, and other visuals for effective data communication.
• Implement DAX (Data Analysis Expressions) for advanced calculations.
• Utilize custom visuals to address unique reporting requirements.
• Design efficient data models in Power BI.
• Establish relationships to enhance data analysis capabilities.
• Develop impactful dashboards for concise data presentation.
• Implement filters and slicers to enhance user interaction.
• Publish and share reports on Power BI Service.
• Collaborate with team members for a seamless workflow.
• Engage in hands-on labs and exercises to apply theoretical knowledge.
• Gain practical mastery of Power BI through real-world scenarios.

 

Audience

• Business Analysts: Individuals responsible for interpreting and analyzing business data to support decision-making.
• Data Analysts: Professionals involved in collecting, processing, and analyzing data to derive actionable insights.
• BI Developers: Developers tasked with designing and implementing Business Intelligence solutions within organizations.
• IT Professionals: IT specialists interested in harnessing Power BI for data analysis and reporting purposes.
• Financial Analysts: Analysts in finance roles seeking to leverage Power BI for financial data analysis and reporting.
• Marketing Analysts: Professionals in marketing roles wanting to utilize Power BI for data-driven marketing insights.
• Sales Analysts: Sales professionals looking to analyze sales data and enhance reporting capabilities.
• Project Managers: Managers interested in leveraging Power BI to monitor and analyze project-related data.
• Managers and Directors: Leaders overseeing departments who can benefit from enhanced data analysis and reporting.
• Anyone in Data-Driven Roles: Individuals from various industries who rely on data for decision-making.

 

Prerequisites 

• Basic understanding of data concepts and terminology.

• Familiarity with Microsoft Office Suite, particularly Excel.

• Some exposure to data analysis or reporting concepts.

• Comfortable navigating Microsoft Windows environments.

• Personal or company laptop with administrative privileges.

• Installation of Power BI Desktop (free version) before the course.

• Reliable internet connection for accessing course materials and resources.

• No prior knowledge required in Power BI.

 

Course Content

Module 1 : Power BI Overview

• Understanding normalization
• Power BI Overview
• Power BI Initial Setup 
• Phases of Power BI 

 

Module 2 : Connecting Sources and Transformation

• Connect data sources.
  • Phases of connection
  • From single file
  • From multiple file
  • From online sources or external databases
• Working with Power Query Editor
  • Navigating PQ
  • Considerations
• Data Transformation
  • Table Transformation
  • Transform vs Add Column
  • Text Transformation
  • Grouping and Aggregating
  • Conditional Column
  • Date Transformation

 

Module 3 : M Language

• Working with Parameters
• Understanding data types and functions
• Customizing steps with M function
• Customizing Queries

 

Module 4 : Data Modelling

• Fact and Dimension table
• Types of Cardinalities
• Methods of creating relationships
• Type of relationships
• Cross Filter
• Challenges and solutions in modelling

 

Module 5 : Data Analysis Expression

• Understanding DAX
• Operators in DAX
• Calculated Column vs Measure
• Working with Calculated Column
  • Aggregate Functions
  • Text Functions
  • Logical Functions
  • Lookup Functions
• Measures
  • Aggregating value fields
  • Iterator Functions
  • Calculate and Modifier
  • Relate and Filter
  • Time Intelligence Function
    • Period to date or Running total
    • Previous period
    • Rolling period values
    • Dynamic MTD/YTD/FY selection
  • Challenges and solutions in creating DAX codes.

 

Module 6 : Visualizing Data

• Navigating Report View
• Filter, Visualization and Field Panes
• Understanding Visual objects
• Slicer Pane
• Level of Filter
• Drill-through and Tooltips
• Action button
• Bookmarks
• Visuals
• Score card
• KPI
• Bar and Charts
• Tree map
• Other useful charts

 

Module 6 : Visualizing Data

• Understanding Subscription in Power BI

• Understanding Power BI Service
  • Workspace
  • Dataset and Report
• Deployment of the Report
  • Publishing Report from Power BI Desktop
  • Working with Dashboard
  • Sharing and publishing reports and dashboards.
    • Set up and sharing in Teams.
    • Embedding in SharePoint Site
• Maintenance of data sources
• Export Report
  • To PowerPoint, PDF or web
  • As Printing Report
  • As an application
• Access and Security in Power BI
• Mobile setup of dashboard
  • Accessing report in mobile devices
  • Working with mobile visuals in Power BI Desktop