At the end of this course, the participants should be able to:
- Get Started with Power BI and gain a fundamental understanding of the capabilities of Power BI.
- Start out with seeing how you can quickly and easily gather data from a variety of sources, and then cleanse and transform that data with just a few clicks.
- learn how you can enhance the results by integrating disparate data sources and adding simple calculations. Then, you’ll learn how to explore your data with visualizations and simple dashboards.
- learn what steps are necessary to keep your data up to date.
- Have a firm understanding of the basic skills required for using Power BI to acquire and transform data, enhance the data for analysis, and produce reports and dashboards.
Introducing Power BI
- What is Power BI?
- What are some benefits of Microsoft Power BI?
- Getting Acquainted with Power BI
- Creating Datasets from Data Models and Data Files
- Using Quick Insights to Explore a Dataset
- Viewing Reports in Power BI
- Exploring a Dashboard
- History of Power BI
- Choosing a Development Tool: Using Excel -
- Using Power BI Desktop
Getting Data
- Databases
- Getting Data from Databases Using Power BI Desktop
- Getting Data from Databases (Excel)
- Getting Data from Files Using Power BI Desktop
- Getting Data from Files Using Excel
- Web and Other Sources
- Getting Data from the Web
- Azure and Software as a Service
- Manual Entry
- Adding Data Manually Using Power BI
- Adding Data Manually Using Excel
Transforming Data
- Renaming Queries
- Combining Queries: Append
- Appending Queries Using Power BI
- Appending Queries Using Excel
- Fixing Metadata Using Power BI
- Fixing Metadata (Excel)
- Filtering Rows
- Eliminating Columns
- Combining Queries: Merge
- Merging Queries
- Adding Columns by Splitting Text
- Adding Columns by Splitting XML
- Adding Columns for Sorting
Modeling Data for Analysis
- Creating Relationships
- Creating Relationships Using Power BI Desktop
- Creating Relationships Using Excel
- Defining New Columns
- Concatenating Columns
- Concatenating Columns Using Power BI Desktop
- Concatenating Columns Using Excel
- Performing a Look up to a Related Table
- Using the Related Function
- Translating a Value
- Using the If Function
- Adding a Date Table
- Adding a Date Table in Power BI Desktop
- Adding a Date Table in Excel 2019
Enhancing the Data Model
- Defining Hierarchies in Power BI Desktop
- Defining Hierarchies in Excel
- Configuring Properties in Power BI Desktop
- Configuring Properties in Excel
- Configuring Properties: Data Categories
- Configuring Properties: Formatting & Default Summarization
- Defining New Measures
- Defining Customer Count & Pct of Total Customers
- Defining Total Sales & Previous Year Sales
Visualizing Data
- Adding Visuals
- Adding a Table, Clustered Column Chart, & Bar Chart
- Adding a Map, Card, and Matrix
- Adding a New Page, Column Chart, Filled Map, and KPI
- Adding Visuals Using Excel
- Filtering In Power BI Desktop
- Filtering in Excel Power View
- Slicer Filtering in Power BI Desktop
- Slicer Filtering in Excel Power View
- Highlighting
- Setting Properties in Power BI Desktop
- Setting Properties in Excel Power View
- Drilling Within a hierarchy
- Drilling in Power BI Desktop
- Drilling in Excel Power View
Refreshing Data
- Publishing Datasets
- Refreshing Imported Data
- Using Power BI Gateway - Personal
- Scheduling Data Refresh
- Understanding Power BI Gateway – Enterprise
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