Course details
Duration: 1-day
Location: This course is run virtually online.
This course is designed to get to grips with the creation and management of Power BI Desktop. At the same time maintaining a balanced look at other components that make up Power BI Desktop, including the Query Editor to transform data. Also, calculations and measures to enhance a dashboard’s creation.
The aim of this course is to dig deeper into the Power BI analysis process, by working with examples that will take you to the next level in the use of Power BI.
Prerequisites
Our assumption is that you are already a Power BI user. If not, we recommend attending the half-day Power BI Introduction, or 1-day Power BI Introduction course first.
Learning objectives
Set Up a Data Model
- Get data for your model
- Connect to a folder of files
- Check relationships
Transform Data in the Query Editor
- Add a custom column
- Append data to a query
- Add an index column
- Fix error issues
- maths operations
- Merge tables
- Add a conditional column
- Merge columns
The M Formula
- Add an IF formula
- Exact match look up
- Closest match look up
Pivot and Group tables
- Pivot and append tables
- Pivot but don’t summarise
- Unpivot tables
- Group table rows
- Append mismatched headers
Calculated Columns
- Add a calculated column
- SWITCH with nested TRUE
The CALCULATE Measure
- Use CALCULATE as a filter
- Anatomy of CALCULATE
- Add filter context with FILTER
Iterators and Row Context
- Create a SUMX measure
- Anatomy of SUMX
- Create a RANKX
Date and Time Functions
- Create a DATEDIFF function
- The EOMONTH function
Time Intelligence Measures
- The TOTALYTD measure
- Work to a fiscal year end
Create Report Visualisations
- Customised tool tips
- Drill down hierarchies
- Compare data by group
- Use a report theme
- Filter across report pages
- Export data to Excel
Publish and Share Reports Online
- Get quick insights
- What is Q&A?
- Create a dashboard
- Share a dashboard