Data Analysis, Reporting and Dash Boards Using Power BI

This course teaches you the basic skills required for using Power BI to acquire and transform data, enhance the data for analysis, and produce reports and dashboards. You will learn the following:

• Viewing reports in Power BI
• Getting data from databases, files, and the web
• Cleaning and transforming data
• Working with queries, rows, and columns
• Modeling data for analysis
• Creating relationships using Power BI Desktop
• Enhancing, visualizing, and refreshing the data

Course Objectives:

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.

Anyone who wants to learn Power BI for effective data analysis and visualization. If you want to acquire, transform, and enhance data and produce helpful reports and dashboards, then this Power BI tutorial is perfect for you.

Target Competencies

• Proficiency or familiarity with data science
• Business intelligence, and data analytics.
• Awareness of data integration, data warehousing, modeling, along with presentation tactics and concepts.

Course Methodology:

Learn new skills with Microsoft Power BI training. Using a hands-on guided-learning approach that will help you meet your goals quickly, gain confidence, and learn at your own pace.

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

• Getting Data
• Databases
• Getting Data from Files Using Power BI Desktop
• Getting Data from Databases (Excel)
• Getting Data from Files Using Excel
• 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

• Transforming Data
• Renaming Queries
• Combining Queries: Append
• Appending Queries Using Power BI
• Appending Queries Using Excel
• Fixing Metadata
• Fixing Metadata Using Power BI
• Fixing Metadata (Excel)
• Filtering Rows
• Eliminating Columns
• 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
• Appending Queries Using Excel
• Defining New Columns
• Concatenating Columns
• Concatenating Columns Using Power BI Desktop
• Demo: Concatenating Columns Using Excel
• Performing a Look up to a Related Table
• Demo: Using the Related Function
• Translating a Value
• Demo: Using the If Function
• Adding a Date Table
• Demo: Adding a Date Table in Power BI Desktop
• Adding a Date Table in Excel

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
• 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