Course Code: pbiwsbsp
Duration: 21 hours
Prerequisites:

No previous Data Analysis Training Required!
This training is designed for analysts (those who build reports) who need to creating reports and dashboards for consumers.
We’ll show you how, without needing former data analysis training or needing to learn another programming language, you can build and sharing useful Power BI reports and dashboards.
Is your organization deploying or already using Microsoft Power BI and you need to help them build and manage Power BI solutions?
 

Overview:

Use best practice and fundamental report building concepts to optimise the value derived from Power BI
• Bring data to life through a compelling story
• Create Calculated Measures and KPIs
• Apply Security Rules
• Share Content across the organisation

Course Outline:

Day 1

Power BI Desktop

• Overview of Power BI Desktop

• Understanding Updates & Preview Features

• Similarities to Excel Power Query & Power Pivot

• Technical Options & Settings

• Introduction to Data Modeling Concepts

• Best Practice Steps to Approaching Data Modeling

• Working with Different Data Structures and Sources

• Building a Robust Star Schema

Importing and Transforming Data

• Importing Data from various sources

• Introduction to Query Building

• Query Editor Overview

• Understanding Query Design & the ETL Process

• Query Building Best Practices

• Understanding the Concepts of Applied Steps

• Common Data Transformations

- Cleaning data (covers many different methods)

- Merging Datasets

- Unpivoting Data

- Combining Files from a Folder

- Appending Datasets

- Creating Columns from Examples

• Using a Dynamic Fiscal Calendar Table

• Creating & Using Parameters

Data Modeling

• Creating Relationships between Tables

• Handling Multiple Relationships with the Fact Table

• Default Summarization of Fields

• Custom Sorting of Columns

• Data Types & Formatting

• Optimising Q&A - Creating Data Synonyms

• Tidying Up the Model

Report Building

• Build a Time Example Intelligence Report

• Introduction to DAX

• Understanding DAX Syntax

• Implicit Vs Explicit Measures

• Creating Calculated Measures & Calculated Columns

• Differences Between Base Measures & Metrics

 

Day 2

Report Building (cont.)

• Commonly Used DAX Functions

• Changing the default interactivity between Visuals

• How to use DAX to Ignore Filers between Visuals

• Optimising Calculated Measures for Self-Service BI

• Using Quick Measures

• Optimising Measures for Self-Service BI

• Copying and Moving Measures

• Build a Monthly Trend Report

• Dynamic Headings & Dates

• Types of Slicers and Filters

• Understanding KPI cards

• Using Field, Format, Analytics Pane

• Building Tabular Reports

• Replicating Excel Pivot Tables

• Types of Conditional Formatting

• Optimising the Matrix Layouts

Report Functionality

• Learning How to Significantly Enhance Reports

• Adding Drilldowns

• How to teach Drilldowns to Consumers

• Understanding KPI cards

• Enhancing the Message of Visual Tooltips

• Introduction to Time Intelligence

• Common Functions: YTD, Last Year, YoY Growth etc.

• Replicating Excel Pivot Tables in Power BI

• Drilling on Rows and Columns

• Types of Conditional Formatting

• Using the R.H.S filters pane

• Creating Drill-Through Reports

• Understanding the Visual Filter Context Cards

• Viewing the Underlying Data Driving a Visualisation

• Customising Report Visual Interactivity

• How to Create Historical Categorical Trends

• How to reference Inactive Relationships in the Model

• Build a Qty Shipped Vs Qty Sold Report

• Optimising Report Slicers and Cards

• Building a Year Over Year Trend Report

• Adjusting Cross Highlighting or Cross Filtering

• Adding Tooltip Report Pages

Report Visualisations

• Choosing Appropriate Visuals Based on Context

• Using Custom Visuals

• Replicating Excel Combo Charts

• Conditional formatting of Visuals

• Moving away from 1 Dimensional Story-telling

• Exploring the Q&A Visual Optimising the Design

• Formatting Visuals and Reducing Page Cluttered

• Using the Format Painter

• Visual Alignment Tips

• Custom Page Sizing

• Using Logos & Custom Icons

• Using Page Templates

• Making Enhancements with Shapes and Lines

• Creating or Modifying Visual Themes

• Best Practice Guidelines and Development Tips

• Removing or Hiding Data Model Redundancies

Governance & Distribution 

• Understanding Row Level Security

• Creating and Testing Security Roles

• Publishing Models to the Cloud Service

• Adding Users to Security Defined Roles

• Scenarios For Sharing Reports & Dashboards

• Creating Group Workspaces

• Collaborating on Content in a Workspace

• Publishing Organisational Power BI Apps for Consumers

• Adding Users & Editing Workspaces

• Installing & Connecting to Apps

• Role of a Power BI Cloud Service Administrator

• Viewing Usage Metrics Reports

Data Refreshing

• Overview of the Data Gateway

• Scheduling Data Refreshes

• Refreshing On-Demand

Day 3

Using What-if Analysis

• Understanding the What-if Parameter Concepts

• Build a What-if Analysis Report

• DAX: Calculated Columns Vs Calculated Measures

• Showcasing Other Use Cases

Power BI Bookmarking

• Understanding the Value Offering

• Using Bookmarks for Presentations

• How to use Bookmarks to Enhance the Visual Story

• Switching Between Chart Types

• Use Buttons or Images with Bookmarks

• Creating a Report Menu Page with Bookmarks

• Consolidating Report Views onto a Single Page

Slicing Reports by Measures

• How to Switch between Comparison Metrics

• Creating Helper tables in Power BI

• How to Capture Slicer Selections with DAX

• Using the DAX 'SWITCH' Function

• Creating Dynamic Headers

• Showcasing Other Use Cases

Filter Contexts with DAX

• Understanding the DAX Filter ContextFiltering with 'Calculate'

• Modifying the Filter Context

• Ignoring the Filter Context

• Using the 'FILTER' Function

• Using Relative and TopN Filters

Advanced Tabular Layouts

• Overcoming Layout Limitations with Custom Mapping

• Creating a Dynamic Mapping Table

• Adding Mapping Tables to the Data Model

• Custom Sorting of Reporting Rows

• Create a Basic Profit and Loss Report

• How to apply the concepts to personal data

Creating a Common Data Model

• Understanding the value offering

• Connecting to Power BI Data Sets (Live Connect)

• How Power BI Data Flows work

• Power Query in the Cloud - Self-Service Data Prep

• Connecting to and Managing Power BI Data Flows

Dynamic Row Level Security 

• Usage Scenarios

• Mapping User IDs to the Data Model

• DAX Functions for Returning Usernames

• Adding Roles in Power BI Desktop

• Assign Users in Power BI Security

Review of Best Practices

• Summarise key concepts

• Review of additional Power BI features (time permitting)