Creating Dashboards Using Microsoft Power BI

A basic understanding of Excel and Databases

About the Course:

Microsoft Power BI transforms your company data into rich visuals that facilitate new ways of thinking about and organizing your data, so that you can focus on what is important to achieving your goals. This course covers both Power BI on Line and Power BI desktop.

Audience:

This course is intended for Business Managers, Report Developers, Analysts, Project Managers and Team Leads.

At Course Completion

Upon completing this course, students will have a basic understanding of the topics below, as well as an ability to utilize and implement the concepts learned.

• Power BI
• Power BI Desktop
• Working with CSV, TXT, and Excel Worksheets
• Connecting to Databases
• Merging, Grouping, Summarizing, and Calculating Data
• Reporting
• Power BI Online

MODULE 1: POWER BI

In this module, we will explain what Power BI provides, examine the products available and what they bring to the table, and cover how Power BI updates are provided.

Lessons

• What is Power BI?
• Examining Power BI Suite of Products
• Identifying Differences Between Products
• Understanding Power BI Updates

Lab 1: POWER BI

None

After completing this module, students will be able to:

• Understand Power BI.
• Understand the differences between products.
• Understand Power BI updates.

MODULE 2: POWER BI DESKTOP

In this module, we will examine the steps necessary to install Power BI Desktop, explore the interface, discuss the available file types, and data sources, and discuss how to configure data refresh settings. We will also cover the available data types and discuss best practices in utilizing them.

Lessons

• Installing Power BI Desktop
• Exploring the Power BI Desktop Interface
• Utilizing File Types; PBIX vs PBIT
• Examining Data Sources
• Discussing Data Refresh
• Understanding Data Types

Lab 2: POWER BI DESKTOP

• Introduction to Power BI
• After completing this module, students will be able to:
• Understand and utilize installing Power BI Desktop.
• Understand and utilize PBIX and PBIT file types.
• Understand data sources, data refresh, and data types.

MODULE 3: WORKING WITH CSV, TXT AND EXCEL WORKSHEETS

In this module, we will examine importing data, transforming data, loading data, and manipulating data using CSV, TXT, and Excel Worksheets. Power BI handles these files types with ease.

Lessons

• Importing Data
• Transforming Data
• Loading Data
• Appending Operations
• Working with Folders and Files
• Using Pivot Tables

Lab 3: WORKING WITH CSV, TXT AND EXCEL WORKSHEETS

• Importing, Transforming, and Loading Data
• Appending Operations
• Working with Folders and Files
• Using Pivot Tables

After completing this module, students will be able to:

• Understand and utilize importing, transforming, and loading data.
• Understand and utilize appending operations.
• Understand and utilize working with folders and files.
• Understand and utilize using Pivot Tables.

MODULE 4: CONNECTING TO DATABASES

In this module, we will explore the process of connecting to databases and also examine relationships.

Lessons

• Working with Relational Data
• Understanding Relationships
• Importing from SQL Server Analysis Services Multidimensional and Tabular

Lab 4: CONNECTING TO DATABASES

• Importing From SQL Server and Examining Relationships
• Importing From SSAS Multidimensional

After completing this module, students will be able to:

• Understand and utilize importing from SQL Server and examining relationships.
• Understand relationships.
• Understand and utilize importing from SSAS Multidimensional.

MODULE 5: MERGING, GROUPING, SUMMARIZING, AND CALCULATING DATA

In this module, we will discuss why merges have been difficult in the past, examine how much easier they are to utilize today, and explore grouping, summarizing and calculating options.

Lessons

• Understanding the Issues with Merges
• Performing Merges
• Grouping Options
• Summarizing
• Calculating

Lab 5: MERGING, GROUPING, SUMMARIZING, AND CALCULATING DATA

• Performing Merges
• Grouping and Summarizing
• Calculating

After completing this module, students will be able to:

• Understand and utilize performing merges.
• Understand and utilize grouping and summarizing.

• Understand and utilize calculating.

  MODULE 6: REPORTING

In this module, we will create a report and examine the visualization options.

Lessons

• Creating Reports
• Utilizing the Matrix Visualization
• Utilizing the Map Visualization
• Utilizing the Card Visualization
• Utilizing the Chart Visualization
• Utilizing Slicers
• Publishing to Power BI Online

Lab 6: REPORTING

• Creating Reports
• Utilizing the Matrix Visualization
• Utilizing the Map Visualization
• Utilizing the Card Visualization
• Utilizing the Chart Visualization
• Utilizing Slicers
• Publishing to Power BI Online
• After completing this module, students will be able to:
• Understand and utilize creating reports.
• Understand and utilize the matrix visualization.
• Understand and utilize the map visualization.
• Understand and utilize the card visualization.
• Understand and utilize the chart visualization.
• Understand and utilize slicers.

• Understand and utilize publishing to Power BI Online.

  MODULE 7: POWER BI ONLINE

In this module, we will explore what Power BI Online is and examine the features available, then discuss mobile options.

Lessons

• Introduction to Power BI Online
• Importing Data
• Creating Reports
• Configuring Dashboards
• Sharing Reports and Dashboards
• Exploring Power BI Mobile

Lab 7: POWER BI ONLINE

• Exploring the Power BI Online Interface
• Importing Excel (.xlsx or .xlsm), Comma Separated Value (.csv), and Power BI Desktop (.pbix) Files
• Creating a Report
• Adding Filters to a Report
• Adding KPIs to a Report
• Creating a Dashboard
• Pinning Tiles

After completing this module, students will be able to:

• Understand and utilize exploring the Power BI Online interface.
• Understand and utilize importing data.
• Understand and utilize creating reports.
• Understand and utilize adding filters to a report.
• Understand and utilize adding KPI’s to a report.
• Understand and utilize creating a dashboard.
• Understand and utilize pinning tiles.