Course Description

Training in this course covers the essential skills in Power BI, Extracting, Transforming and Loading data into the Data Model, then Visualising it with a rich set of Graphics, Charts and Dashboards. These can then be shared with colleagues or others with the Power BI service, and in many other ways.

Pre-requisites

Attendees should previously have knowledge of Excel with some familiarity with Excel Pivot Tables and Excel Functions like SUMIFS and VLOOKUP. People with Database, Programming, or other BI experience will be qualified for the course even if they don't have direct Excel experience.

Course Content

What is Microsoft Power BI

• Understanding the Power BI environment
• Creating a Microsoft Power BI Account
• Installing Power BI Desktop

Exploring Power BI Desktop

• Working with the Fields and Visualisation Panes
• Using Report View to create visualisations
• Using Data View to sort and Format data

Understanding Data Sources in Power BI Desktop

• Importing a variety of data sources into Power BI Desktop
• Connecting to Excel Workbooks, Access Databases, CSV Files and other data locations.

Creating a Data Model in Power BI desktop

• Understanding the Data Model
• Using Relationship View
• Creating Many-to-One relationships
• Understanding Filter propagation

Visualisations Workshop using Power BI Desktop

• Adding visualisation to the Report Canvas
• Understanding and controlling interactions between visualisations
• Using Drill Down and Drill Through on visualisations
• Creating and using Hierarchies
• Importing custom visualisations

(Course attendees can practice creating and designing a variety of the many interactive visualisations available in Power BI)

Introduction to DAX in Power BI Desktop

• Exploring the importance of custom calculation within the Data Model
• Creating Calculated Columns & Measures
• Understanding Evaluation Context
• Using CountRows and DistinctCount Functions
• Advanced DAX functions: SUMX and CALCULATE
• Time Intelligence Functions

Using Queries in Power BI Desktop

• Understanding the role of Queries in data import
• Understanding Extract, Transform & Load (ETL)
• Exploring a variety of data transformations
• Working with Applied Steps
• Creating and using Query Parameters

Publishing to Power BI Service

• Publish your Report to PowerBI.com
• Creating Dashboards
• Using Quick Insights
• Using Q & A for interactive data searching.

Importing Data into Power BI Service

• Connecting to a variety of Cloud-based data sources, including OneDrive, Google Analytics, Azure SQL Databases and Websites.

Using Power Pivot Data Model in Power BI Service

• Using Excel, importing data from a variety of sources into Power Pivot
• Creating a Power Pivot Data Model in Excel
• Importing a Power Pivot data Model into Power BI Service
• Creating a variety of visualisations in Power BI Service using Power Pivot data.

Sharing your Dashboards & Content Packs

• How to share your interactive Power BI Dashboards with people both inside and outside your organisation.
• Sharing using Power BI, Web, PowerPoint and others
• Creating and Managing Content Packs

Data Refresh

• Manually refreshing data
• Installing and using the Personal Gateway
• Installing and using the Enterprise Gateway
• Creating a Scheduled Refresh

Using Power BI on Mobile Devices

• Understanding the mobile clients
• Tablet Clients, Windows 10, IPad and Android
• Differences between IPhone, IPad and Android client