Power BI Introduction
2-day course
Course Overview
This two-day course looks at how to connect to various sources of data including, Excel, a database, CSV files, web data and a folder of files. Use the Power Query Editor to clean and shape data and perform data transformation tasks, preparing data for effective analysis.
Explore the different views in Power BI for a balanced understanding of how the different parts work and learn best practices for designing clear, insightful reports. Learn how to define relationships between tables in a data model and write both M (Mashup) formulas and DAX (Data Analysis Expressions) formulas to greatly enhance reports.
Transform your data into interactive, user-friendly dashboards containing maps, charts, tables and KPIs (Key Performance Indicators) then publish reports to the Power BI service so you can share those dashboards with others.
Prerequisite
The assumption is that you are an Excel user, and should be able to write simple formulas, create basic charts, and know about Excel Pivot Tables.
Course Content
Day one
Lesson 1. Getting Started
1.1. The Power BI environment
1.2. Different views in Power BI
1.3. Visuals at a glance
Lesson 2. Importing Files
2.1. Process of importing files
2.2. Import an Excel file
2.3. Import a CSV file
2.4. Connecting to data
2.5. Importing from the web
2.6. Import a folder of files
2.7. Managing file connections
Lesson 3. Power Query Editor
3.1. Process of cleaning data
3.2. Understanding applied steps
3.3. Managing data types
3.4. Removing unwanted data
Lesson 4. Transforming Data
4.1. Importing multiple tables
4.2. Adding custom columns
4.3. Appending tables
4.4. Resolving data errors
4.5. Running basic maths
Lesson 5. Data Modelling
5.1. Understanding data models
5.2. Table relationships
5.3. Relationship properties
Lesson 6. Merge Queries
6.1. Merge data in tables
6.2. What are join kinds?
Lesson 7. Inserting Visuals
7.1. What is storytelling?
7.2. Inserting maps
7.3. Formatting maps
7.4. Inserting charts
7.5. Formatting charts
7.6. Tables and matrixes
7.7. Inserting KPIs
7.8. Inserting images
7.9. Inserting text boxes
Lesson 8. Report Interaction
8.1. Highlighting key points
8.2. Filter a report with a slicer
Lesson 9. Power BI Service
9.1. Publish to Power BI service
9.2. Power BI service UI
9.3. Editing reports in service
9.4. Pin visuals to a dashboard
9.5. Utilising AI with Q&A
9.6. Sharing report dashboards
9.7. Export to PowerPoint
9.8. Export as PDF file
Day two
Lesson 10. More Power Query
10.1. Fill data up and down
10.2. Split columns by delimiter
10.3. Add a conditional column
10.4. Write M formulas
10.5. Merge table columns
Lesson 11. Query Functions
11.1. Insert a text function
11.2. Insert an IF function
11.3. Query group folders
Lesson 12. Pivoting Columns
12.1. Clean data with Pivots
12.2. Pivoting tables
12.3. Controlling summarisation
Lesson 13. DAX New Columns
13.1. Overview of DAX
13.2. Adding column formula
Lesson 14. DAX Measures
14.1. The SUM measure
14.2. COUNTROWS measure
14.3. DISTINCTCOUNT measure
14.4. DIVIDE measure
14.5. Basic DAX rules
Lesson 15. CALCULATE Measure
15.1. Syntax of CALCULATE
15.2. CALCULATE measure
15.3. What is filter context?
Lesson 16. SUMX Measure
16.1. Anatomy of iterating
16.2. Insert a SUMX measure
16.3. When to use a SUMX
Lesson 17. Time Intelligence
17.1. Compare cumulative data
17.2. TOTALYTD measure
17.3. Analysing cumulative data
17.4. Compare historical data
17.5. DATEADD measure
17.6. View historical data in charts
Lesson 18. Drilling Into Data
18.1. Set up a visual hierarchy
18.2. Drill into layers of data
Lesson 19. Group Data
19.1. Compare data in groups
19.2. Compare groups in charts