Program overview

This course is intended as a continuation of our introductory-level courses in Power BI. It covers common intermediate-level tasks and some of Power BI’s most desirable new features.

Prerequisites

Before attending this course, students should have the general knowledge equivalent to what is covered in Power BI Level 1

Training objectives

After completing this course, students will be able to:

• Import data from PDFs, regions of web pages, and collections of files
• Characterize data with data profiling
• Merge mismatched data sets with fuzzy matching
• Generate custom columns in Power Query
• Perform advanced data modeling anda DAX
• Use Power BI time intelligence
• Work with custom scripts in R and Python
• Create KPIs and scorecards
• Use advanced report design techniques
• Use advanced dashboard design techniques
• Perform basic statistical analysis in Power BI

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Course Outline

Although DAX can be used in a number of scenarios, the course primarily concentrates on DAX for PowerBI. You will see how understanding more about DAX will give you power and control over your visualisations and in that way allow you to present your data in a fantastically clear way.

What is Dax?

• DAX in the World of Excel
• Cells vs Tables
• Iterators - what are they?

Introducing DAX

• Understanding DAX calculations
• DAX data types
• DAX operators
• Calculated Columns vs Measures
• Variables
• Error Handling in DAX
• Formatting DAX Code
• Common DAX Functions

Basic Table Functions

• What are Table Functions?
• EVALUATE Syntax
• Table Expressions
• Understanding FILTER
• Understanding ALL, ALLEXCEPT, and ALLNOBLANKROW
• UNDERSTANDING VALUES and DISTINCT

Understanding Evaluation Contexts

• Introduction to Evaluation Contexts
• Understanding the row context
• Using SUM in a calculated column
• Using columns in a measure
• Row context with Iterators - EARLIER function
• Working with many tables
• Row contexts and relationships
• Filter context with relationships
• Introducing Values
• Introducting ISFILTERED, ISCROSSFILTERED

CALCULATE and CALCULATETABLE

• Understanding CALCULATE
• Understandng the filter context
• CALCULATE examples
• Filtering a single column
• Filtering with complex conditions
• Using CALCULATETABLE
• What are circular dependencies
• CALCULATE rules
• Introducing ALLSELECTED
• Understanding USERELATIONSHIP

DAX examples

• Finding ratios and percentages
• Cumulative Totals
• Using ABC (Pareto) Classification
• Finding Sales per day and Working day
• Differences in working days
• Static moving averages

Time Intelligence Calculations

• What is time intelligence?
• Building a Date table
• Handling multiple relationships to the Date table
• Aggregating overtime (Year-to-date|Quarter-to-date)
• Opening and Closing Balances

Duration: 2 days (14 hours)

Requirements

Microsoft Power BI Desktop (free download)
This course is designed for PC/Windows users (currently not available for Mac)
Experience with Excel Power Query, Power Pivot & DAX is a plus, but not required

Target audience:

This course is intended for Business Managers, Report Developers, Analysts, Project Managers and Team Leads.
Anyone looking for a hands-on, project-based introduction to Microsoft Power BI Desktop
Data analysts and Excel users hoping to develop advanced data modeling, dashboard design, and business intelligence skills
Aspiring data professionals looking to master the #1 business intelligence tool on the market
Students who want a comprehensive, engaging, and highly interactive approach to training
Anyone looking to pursue a career in data analysis or business intelligence

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Overview

This course is intended as a continuation of our intermediate-level courses in Power BI. It covers common intermediate-level tasks and some of Power BI’s most desirable new features.

Prerequisites

Before attending this course, students should have the general knowledge equivalent to what is covered in Power BI Level 2

Duration: 2 days

Course Outline

Module 1: Optimize Model Performance

In this module you are introduced to steps, processes, concepts, and data modeling best practices necessary to optimize a data model for enterprise-level performance.

Lessons
Optimize the model for performance
Optimize DirectQuery Models
Create and manage Aggregations

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Module 2: Create Reports

This module introduces you to the fundamental concepts and principles of designing and building a report, including selecting the correct visuals, designing a page layout, and applying basic but critical functionality. The important topic of designing for accessibility is also covered.

Lessons
Design a report
Enhance the report
Lab : Designing a report in Power BI
Create a live connection in Power BI Desktop
Design a report
Configure visual fields adn format properties
Lab : Enhancing Power BI reports with interaction and formatting
Create and configure Sync Slicers
Create a drillthrough page
Apply conditional formatting
Create and use Bookmarks

Module 3: Create Dashboards

In this module you will learn how to tell a compelling story through the use of dashboards and the different navigation tools available to provide navigation. You will be introduced to features and functionality and how to enhance dashboards for usability and insights.

Lessons
Create a Dashboard
Real-time Dashboards
Enhance a Dashboard
Lab : Designing a report in Power BI Desktop - Part 1
Create a Dashboard
Pin visuals to a Dashboard
Configure a Dashboard tile alert
Use Q&A to create a dashboard tile

Module 4: Create Paginated Reports in Power BI

This module will teach you about paginated reports, including what they are how they fit into Power BI. You will then learn how to build and publish a report.

Lessons
Paginated report overview
Create Paginated reports
Lab : Creating a Paginated report
Use Power BI Report Builder
Design a multi-page report layout
Define a data source
Define a dataset
Create a report parameter
Export a report to PDF

Module 5: Perform Advanced Analytics

This module helps you apply additional features to enhance the report for analytical insights in the data, equipping you with the steps to use the report for actual data analysis. You will also perform advanced analytics using AI visuals on the report for even deeper and meaningful data insights.

Lessons
Advanced Analytics
Data Insights through AI visuals
Lab : Data Analysis in Power BI Desktop
Create animated scatter charts
Use teh visual to forecast values
Work with Decomposition Tree visual
Work with the Key Influencers visual

Module 6: Create and Manage Workspaces

This module will introduce you to Workspaces, including how to create and manage them. You will also learn how to share content, including reports and dashboards, and then learn how to distribute an App.

Lessons
Creating Workspaces
Sharing and Managing Assets
Lab : Publishing and Sharing Power BI Content
Map security principals to dataset roles
Share a dashboard
Publish an App

Module 7: Manage Datasets in Power BI

In this module you will learn the concepts of managing Power BI assets, including datasets and workspaces. You will also publish datasets to the Power BI service, then refresh and secure them.

Lessons
Parameters
Datasets

Module 8: Row-level security

This module teaches you the steps for implementing and configuring security in Power BI to secure Power BI assets. Lessons

Security in Power BI

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