Power BI Introduction
Two-day course
Course Overview
This two-day course provides instruction on connecting to, and transforming data from different sources, and creating reports using a variety of visualisations including, interactive maps and various chart types. You will learn to write calculations using M (Mashup) formulas in the Power Query Editor, and DAX (Data Analysis Expressions) formulas to enhance your report’s capabilities.
You will learn how to use Microsoft Power BI beyond the basics, learn about the different view elements contained within the app including, Report View, where visualisations are created, Table View, where the dataset is stored, Model View, where the data model relationships are accessed, and the Power Query Editor, where data is cleaned, shaped and prepared. Additionally, you will learn about the Power BI service where you can share your reports in a variety of ways.
Prerequisite
The assumption is that you are an Excel user, and should be able to write simple formulas, create basic charts, and worked with 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
2.5. Connecting to data
2.6. Importing from the web
2.7. Import a folder of files
2.8. 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?
6.3. Merging tables
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
8.3. Synchronising slicers
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
13.3. SWITCH function
Lesson 14. DAX Measures
14.1. Common functions
14.2. The SUM function
14.3. COUNTROWS function
14.4. DISTINCTCOUNT function
14.5. DIVIDE function
14.6. Basic DAX rules
Lesson 15. CALCULATE
15.1. Syntax of CALCULATE
15.2. CALCULATE function
15.3. What is filter context?
Lesson 16. SUMX Iterator
16.1. Anatomy of SUMX
16.2. Insert a SUMX function
16.3. When to use a SUMX
Lesson 17. Time Intelligence
17.1. TOTALYTD measure
17.2. Analysing dates in charts
17.3. DATEADD function
17.4. Compare historical data
Lesson 18. Radial Gauge Chart
18.1. Setting a target value
18.2. Max and Min fields
18.3. Customising gauge axis
Lesson 19. Drilling Into Data
19.1. Set up a visual hierarchy
19.2. Drill into layers of data
Lesson 20. Group Data
20.1. Compare data in groups
20.2. Compare groups in charts