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