Power BI Intermediate to Advanced

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Duration: 5 days – 35 hrs

 

Overview

The POWER BI Intermediate to Advanced Training Course is designed for individuals who already have a foundational understanding of POWER BI and are looking to expand their skills to an intermediate to advanced level. POWER BI is a powerful business intelligence tool used for data analysis, visualization, and reporting, and this course aims to equip participants with the knowledge and techniques needed to leverage its full potential.

Through a combination of comprehensive lectures, hands-on exercises, and real-world case studies, participants will delve deeper into the advanced features and functionalities of POWER BI. They will learn advanced data modeling techniques, create interactive reports and dashboards, implement complex calculations, and explore advanced visualization options. By the end of the course, participants will be proficient in using POWER BI to derive valuable insights from data and make informed business decisions.

 

Objectives

• Enhance understanding of POWER BI data modeling concepts and best practices.
• Learn advanced data transformation techniques using Power Query Editor.
• Master DAX (Data Analysis Expressions) language for creating complex calculations and measures.
• Develop skills in designing interactive reports and dashboards.
• Explore advanced visualization options and customization features.
• Gain proficiency in sharing and collaborating on POWER BI reports and dashboards.

 

Audience

• Business Analysts: Professionals responsible for analyzing business data and deriving insights to support decision-making processes within organizations.
• Data Analysts: Individuals tasked with collecting, analyzing, and interpreting large datasets to uncover trends, patterns, and correlations.
• Data Scientists: Professionals specializing in statistical analysis, machine learning, and predictive modeling who seek to enhance their skills in data visualization and reporting using POWER BI.
• BI Developers: Developers and IT professionals involved in building and maintaining business intelligence solutions, including data modeling, report creation, and dashboard development.
• IT Professionals: System administrators, database administrators, and technical support staff seeking to expand their knowledge of POWER BI for managing and supporting BI solutions within their organizations.
• Finance Professionals: Financial analysts, accountants, and professionals working in financial planning and analysis (FP&A) departments who require advanced data visualization and reporting capabilities to analyze financial data.
• Marketing Professionals: Marketing analysts and managers who use data-driven insights to measure campaign performance, analyze customer behavior, and optimize marketing strategies.
• Consultants: Business consultants and advisors who leverage data analysis andvisualization tools like POWER BI to provide valuable insights and recommendations to their clients.
• Project Managers: Project managers overseeing BI or data analytics projects who need to understand POWER BI’s capabilities and functionalities to effectively manage project deliverables and timelines.
• Students: Undergraduate or graduate students studying business analytics, data science, or related fields who wish to gain practical skills in using POWER BI for data analysis and visualization.
• Entrepreneurs and Business Owners: Entrepreneurs and small business owners who want to leverage data-driven insights to make informed decisions and drive business growth.
• Anyone Interested in Data Analysis: Individuals from various backgrounds who are interested in learning advanced data analysis and visualization techniques using POWER BI to enhance their analytical skills and career prospects.

 

Prerequisites 

• POWER BI fundamentals, including data import, data modeling, and basic visualization techniques.
• Proficiency in using Excel for data analysis, including formulas, pivot tables, and chart creation.
• Familiarity with concepts related to data analysis, business intelligence, and reporting.
• Comfort with navigating and exploring large datasets.
• Prior experience with SQL querying and data manipulation is beneficial but not required.

 

Course Content

Power BI Intermediate

Module 1:

Data Model & Transformation

• Data transformation principles
• Data normalization
• Fact and dimension tables
• The data model
• Star schema
• Snowflake schema

 

Module 2:

Data Transformations

• Filter data
• Rename queries
• Group queries
• Remove top rows
• Use first row as headers
• Rename columns
• Duplicate columns
• Split columns
• Rename Applied Steps
• Format data
• Unpivot columns
• Conditional columns
• Fill values
• Reorder columns
• Combine queries
• Append & Merge
• Replace Values
• Custom Columns
• Remove Columns
• Evaluate and change column data types

Module 3:

Power Query Editor

• Power Query User Interface
• Queries Pane
• Data Pane
• Ribbon
• Query Settings

Module 4:

Data Modelling

• The Importance of a good data model
• Manage relationships
• Relationships cardinality
• Cross-Filter direction
• Typical cardinality and cross-filtering
• The dataset
• Modify data formats

Module 5:

Quick Measures

• Quick Measures categories
• Aggregate per category
• Filters
• Totals
• Mathematical Operations
• Text

 

Module 6:

Data Analysis Expressions

• What is DAX?
• M (Power Query) language vs DAX
• Calculated Column
• Create and use a calculated column
• Measures
• Create and use measures
• Implicit vs Explicit measures
• Filter Context and measures
• Referring to measures and calculated columns
• Simple DAX functions

 

Module 7:

Time Intelligence Quick Measures

• Auto date / Time Option
• Mark as a date table
• Visuals for date/time reporting
• Quick measure using an existing measure

 

Module 8:

The X Functions

• Calculating values row-by-row in a measure
• X Functions vs aggregate and calculated columns

 

Module 9:

Secure and Share Data

• Online sharing
• Introduction to row-level security (RLS)
• Multi-row cards
• Testing row-level security
• Power BI workspaces
• Add users to RLS roles
• Unpublish an app
• Delete a workspace

 

Power BI Advanced

Module 1:

Getting data organized

• Grouping Tables
• Append tables to a query

 

Module 2:

Advanced Power M Query Language

• When to use M and when to use DAX

 

Module 3:

Advanced-Data Refreshing

• Data Refresh
• Gateways
• Installing a gateway
• Adding data sources
• Scheduled refresh using gateway

 

Module 4:

Time Intelligence

• Sameperiodlasyear function
• DAteAdd function
• ParallelPeriod function
• TotalYtd and TotalMtd function

 

Module 5:

DAX and filter contexts

• Filter function
• All function
• ALLSELECTED function
• CROSSFILTER function
• DIVIDE function
• Variables in DAX
• Ranking with RANKX
• What-If Parameters
• LOOKUPVALUE function

 

Module 6:

Row-Level Security

• USERNAME function
• LOOKUPVALUE function

 

Module 7:

Advanced Report Features

• Creating a hierarchy for a non-date field
• Drill-through
• Report tooltips
• Grouping and binning
• Installing custom visuals

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