Course details
Duration: One-day
Location: This course is run remotely online.
This course is designed for those already using Power BI Desktop and are ready to get to grips with the creation and management of Power BI elements. At the same time maintaining a balanced look at the Query Editor to transform data, with a deeper dive into calculations and measures to enhance dashboard creation.
The aim of this course is to go beyond the basics and explore the analysis capabilities in more detail, working with examples that will take you to the next level in your use of Power BI.
Prerequisites
My assumption is that you are a Power BI user and already know some things before attending this course. For example, you know how to connect to a data source, and once you have, you know how to add and remove columns, and change data types for example. If not, I recommend attending the Power BI Introduction course first.
Learning objectives
Lesson 1. Connecting to Files
- Connecting to databases
- Import vs. Direct Query
- Connect to a folder of files
- Managing file connections
Lesson 2. Transforming Tables
- Add a custom column
- Appending tables together
- Add an index column
- Fixing error issues
- Perform math operations
Lesson 3. The Data Model
- Table relationships
- Managing relationships
Lesson 4. Merging Queries
- Table join kinds
- Merging tables
Lesson 5. The M Functions
- The M language
- Add a conditional column
- M formulas in custom columns
- Merging columns
- Creating M functions
- Query group folders
- Create an IF function
- Using AND in an IF function
Lesson 6. Pivoting Tables
- Pivot a table
- Pivot and append tables
- Pivot but don’t summarise
- Unpivot tables
- Append mismatched headers
Lesson 7. Group Columns
- Grouping table columns
Lesson 8. The Data Model Revisited
- Data model relationships
- Mark a calendar as date table
Lesson 9. Types of DAX Formulas
- Calculated columns and measures
- Creating a new calculated column
- The SWITCH function
- Using TRUE in a SWITCH function
Lesson 10. Writing DAX Measures
- Creating DAX measures
- Controlling field summarisation
- Data classification
- COUNTROWS and DISTINCTCOUNT functions
- DAX rules
Lesson 11. The CALCULATE Measure
- Filtering with CALCULATE
- Things of note about CALCULATE
Lesson 12. The SUMX Measure
- The X iterator functions
- Anatomy of SUMX
- Create a SUMX
- When to use X-functions
Lesson 13. Time Intelligence Defined
- Importance of a calendar table
- The TOTALYTD measure
- Changing the fiscal year-end date
- Use DATEADD to compare historical
Lesson 14. Enhanced Report Visuals
- Creating and formatting charts
- Utilising report themes
- Control a field’s number format
- Filtering across report pages
- Import online visuals
- Create hierarchies to drill layers
- Compare data in groups
- Adding visual conditional formatting
Lesson 15. Publish and Share Reports
- Get quick insights
- What is Q&A?
- Pinning visual to a dashboard
- Sharing dashboards
- Export dashboards