Power BI Desktop

Two Days • Instructor Led

The concept of Business Intelligence (BI) has been around for some time with the picture of a team of highly trained IT specialists handling this complex task. Power BI empowers the user to bypass such structures and allows them to discover, capture, structure, and shape the data so it can be analyzed in an interactive and visual manner.

With Microsoft’s free self-service business intelligence tool, you can now produce stunning dashboards and compelling reports that will seize your audience’s attention with data from virtually any source. You can easily slice and dice the data and then add metrics and KPIs to project the insights that create your competitive advantage. Make raw data into clear, accurate, and interactive information. Now you can save time by preparing the underlying data correctly without needing an IT department to prepare it for you!

Course Description

This two-day instructor-led course provides students with the knowledge and skills to analyze data with Power BI.

Audience

The primary audience for this course is BI professionals who need to analyze data utilizing Power BI.
The secondary audiences for this course are technically proficient business users.

Course Objectives

After completing this course, students will be able to:

  • Describe self-service BI and the Power BI suite of products.
  • Connect to data sources and optimize data models.
  • Shape and combine data from different sources and model data.
  • Create reports and manage solutions.
  • Discover, structure, and load your data from a wide range of sources
  • Add all the calculations you need to enhance information and extract accurate analysis
  • Create stylish interactive presentations
  • Share your insights with your colleagues and clients

The concept of Business Intelligence (BI) has been around for some time with the picture of a team of highly trained IT specialists handling this complex task.  Power BI empowers the user to bypass such structures and allows them to discover, capture, structure, and shape the data so it can be analyzed in an interactive and visual manner.

With Microsoft’s free self-service business intelligence tool, you can now produce stunning dashboards and compelling reports that will seize your audience’s attention with data from virtually any source. You can easily slice and dice the data and then add metrics and KPIs to project the insights that create your competitive advantage.  Make raw data into clear, accurate, and interactive information.  Now you can save time by preparing the underlying data correctly without needing an IT department to prepare it for you!

Course Description

This two-day instructor-led course provides students with the knowledge and skills to analyze data with Power BI.

Audience

The primary audience for this course is BI professionals who need to analyze data utilizing Power BI.

The secondary audiences for this course are technically proficient business users.

Course Objectives

After completing this course, students will be able to:

  • Describe self-service BI and the Power BI suite of products.
  • Connect to data sources and optimize data models.
  • Shape and combine data from different sources and model data.
  • Create reports and manage solutions.
  • Discover, structure, and load your data from a wide range of sources
  • Add all the calculations you need to enhance information and extract accurate analysis
  • Create stylish interactive presentations
  • Share your insights with your colleagues and clients

Course Outline

Lesson 1: Getting Started

An Introduction to Power BI

  • What is Power BI?
  • The Building Blocks of Power BI
  • The Power BI Desktop Interface
  • Important Information About Power BI Updates

Working with Power BI Desktop Files

  • Opening Files
  • Saving Files
  • Creating a New File
  • Publishing to the Power BI Web App

Connecting to Data Sources with Power BI Desktop

  • Connecting to an Excel Workbook
  • Connecting to an Access Database
  • Viewing All Connection Options
  • Creating a Manual Dataset
  • Managing Data Sources

Creating a Report with Visualizations

  • Using the Visualizations Pane
  • Using the Fields Pane
  • Creating a Visualization
  • Interacting with Visualizations
  • Changing the Visualization Type
  • Moving and Resizing Visualizations

Doing More with Visualizations

  • Formatting Visualizations
  • Viewing Visualization Data
  • Using Focus Mode and Spotlight
  • Removing a Visualization

Lesson 2: Working with Data

Transforming and Sanitizing Data

  • Using Data View
  • Cleaning Irregularly Formatted Data
  • Managing Columns
  • Sorting Table Data

Using the Query Editor

  • Opening the Query Editor
  • The Query Editor Interface
  • Using the Query Settings Pane
  • Using Merge Queries
  • Using Append Queries

Data Modeling

  • What is DAX?
  • Creating a New Table
  • Creating a New Calculated Column
  • Creating a New Measure

Managing Relationships

  • Using the Relationships View
  • Creating Relationships
  • Editing Relationships
  • Deleting Relationships
  • Using the Manage Relationships Dialog

Lesson 3: Working with Reports and Visualizations

  • Managing Report Pages
  • Navigating Through Pages
  • Showing and Hiding Pages
  • Adding Pages
  • Deleting Pages
  • Renaming Pages
  • Changing Page Order

Changing Report View Options

  • Setting Page View Options
  • Customizing Your View
  • Using Phone vs. Desktop Layout

Working with Visualizations

  • Understanding Drill through Options
  • Changing Category and Summarization Options
  • Arranging Visualizations
  • Editing Interactions
  • About Custom Visualizations

Adding Static Objects to a Report

  • Inserting Pictures
  • Inserting Text Boxes
  • Inserting Shapes
  • Working with Static Objects

Lesson 4: A Closer Look at Visualizations

Matrixes, Tables, and Charts

  • Creating a Table
  • Creating a Matrix
  • Overview of Chart Types
  • Creating Charts

Maps

  • Creating a Treemap
  • Creating a Bubble Map
  • Creating a Filled Map

Cards, Gauges, and KPIs

  • Creating a Card
  • Creating a Gauge
  • Creating a KPI

Slicers

  • Creating a Slicer
  • Using Slicers
  • Customizing Slicer Display
  • Changing Slicer Mode
  • Changing Slicer Orientation

Lesson 5: Introduction to the Power BI Web App

Getting Started

  • Opening the Power BI Web App
  • The Web App Interface
  • Web App Building Blocks
  • Key Differences

Connecting to Data Sources with the Power BI Web App

  • Connecting to Local Data
  • Connecting to Live Data
  • Connecting to Content Packs
  • Connecting to Samples

Using Workspaces, Dashboards, and Reports

  • Viewing and Managing Power BI Content
  • Viewing a Workspace
  • Viewing Dashboards and Reports
  • Managing Reports

Creating Custom Dashboards

  • Creating a Dashboard
  • Pinning Visualizations to a Dashboard
  • Adding Custom Tiles
  • Managing Dashboards

Power BI Web App Features

  • Using Insights
  • Using Q & A
  • Customizing Q & A Suggestions

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