No previous Data Analysis training required
This training is designed for those who need to build useful Power BI reports for consumers.
In this 2-day Introduction to Power BI workshop, our structured course helps those with little to intermediate experience
understand the fundamental concepts required for building Power BI reports the right way. Learn fundamental data structure principles and how to build KPIs that answers specific business questions. This training ensures that you'll have a best practice foundation to enhance the process of compelling interactive data storytelling.
DAY 1
Overview of Power BI
• Introduction to Power BI and its features
• The Value Offering
• Licensing and Pricing
• Overview of Power BI Components and Workflow
Power BI Desktop Introduction
• Power BI Desktop Help and Updates
• Understanding Updates & Preview Features
• Technical Options & Settings
• Exploring Power BI Desktop Components and Terminology
Power BI Cloud Service (The Wow Features)
• Overview of the Cloud Service
• Role and Functionality for Consumers
• Understanding Workspaces
• Report and Dashboard Distinctives
• Approach to Creating Effective Dashboards
• Building a high-level summary dashboard
• Installing & Connecting to Apps
• Features and functionality to extract information
• Using Natural Language Queries (Q&A)
Data Modelling Concepts
• Data Modelling Best Practice
• Handling of different data structures
• The purpose of Relationships between Data Tables
• What is a Star Schema & why would I need it?
• Combining data from multiple sources
Extracting, Transforming & Loading Data
• Introduction to Query Building
• Understanding Query Design & the ETL Process Query Editor Overview
• Importing Data from various sources
• Importing Queries from other PBIX files
• Understanding the Concept of Applied Steps
• Query Building Best Practices
• Fact & Dimension Tables
• Common Data Transformations
• Creating Columns from Examples
• Non-loading Datasets
• Connecting to a new source location
The Data Model
• Creating Relationships between Tables
• Data Types & Formatting
• Optimising Q&A - Creating Data Synonyms
• Tidying Up the Model
• Handling Multiple Relationships Between Two Tables
Introduction to DAX (Data Analysis Expressions)
• Introduction to measures in Power BI
• Difference between Implicit Vs Explicit Measures
• Working with Base functions and Metrics
• Introduction to DAX (Formula Language)
• Understanding DAX Syntax
• Commonly Used DAX Functions
• Understanding Evaluation Context
• Creating Calculated Measures Vs Calculated Columns
DAY 2
Report Building
• Optimising the design
• Choosing Appropriate Visuals Based on Context
• Complete the story of the Report
• Adding and Formatting Visualisations
• Understanding Visual Interactivity
• Customising Report Visual Interactivity
• Reducing Page Clutter
• Using the Format Painter
• Visual Alignment Tips
• Custom Page Sizing
• Making Enhancements with Shapes and Lines
• Adding Logos & Custom Icons
• Using Buttons to Enhance Navigation
• Adding Conditional formatting
• Creating or Modifying Visual Themes
• Best Practice Guidelines and Development Tips
Enhance Reports to Answer More Questions
• Understanding Visual level vs Default summarisation
• Customising default order of columns
• Working with KPI Cards
• Optimising the Message of Default Report Tooltips (Text)
• Understanding the Drills feature
• Creating Drill through reports
• Filtering
• Optimizing the Matrix Layouts
Report Functionality
• Working with the On-object feature
• Viewing the Underlying Data Driving a Visualisation
• Adding Information Pop-up messages to visuals
• Optimising Report Slicers and Cards
• Top 5 & Bottom 5 Filters
• Adding Relative Date Filter
Governance
• Scenarios For Sharing Reports & Dashboards
• Understanding Row Level Security
• Creating Security Roles
• Viewing and Testing Security Roles
Distribution
• Publishing Models to the Cloud Service
• Adding Users to Security Defined Roles
• Creating Group Workspaces
• Controlling access to Group Workspaces
• Collaborating on Content in a Workspace
• Adding Users & Editing Workspaces
• Publishing Power BI Apps for Consumers