Advanced Power BI

Duration : 2 Days

Lab Setup

Microsoft Power BI Desktop
Download Link: https://www.microsoft.com/en-us/download/details.aspx?id=58494

Course Contents

• Introduction to Business Intelligence (BI)
• Stages of business intelligence (BI)
• Introduction to Power BI
• Why Power BI
• Power BI Components
• Power BI pricing structure
• Building blocks of Power BI
• Architecture of Power BI
• Introduction of Power BI Desktop
• Installation of Power BI Desktop
• The key features of Power BI workflow
• Process of creating reports in Power BI

Working with Different Sources

• Import from Excel
• Import from CSV
• Import from SQL Server
• Import from Jira/ServiceNow

Reports Development

• Reports Development in Power BI
• Working with Different Visuals
  • Bar Chart
  • Pie Chart
  • Donut Chart
  • Line Chart
  • Area Chart
  • Stacked bar chart
  • Gauge Chart
  • Ribbon Chart
• Formatting Options in Reports
  • Setting the titles of the report
  • Putting the logos on the report
  • Buttons on the report
  • Changing colors and fonts on the report
• Working with Filters
  • Page Level
  • Include/Exclude
  • Report Level
  • Cross report Filter

Activities

• Class exercises

Data Transformation – Shaping and Combining data

• Shaping data using Power Query Editor
• Formatting data
• Transformation of data
• Understanding of Data types
• Data profiling for data quality check
• Naming conventions & best practices to consider
• Working with Parameters
• Merge Query
• Append Query
• Group by of data (aggregation of data)
• Applied steps (query settings)
• Duplicate & Reference tables
• Transpose of data
• Fill
• Pivot & Un-pivot of data
• Custom columns
• Conditional columns
• Replace data from the tables
• Split columns values
• Move columns & sorting of data
• Detect data type, count rows & reverse rows
• Promote rows as column headers
• Hierarchies in Power BI

Data Analytics using Visualization

• Deep dive into Power BI data visualization
• Understanding Power View and Power Map
• Data visualization techniques
• Page layout & Formatting
• Power BI Desktop visualization
• Formatting and customizing visuals
• Visualization interaction
• Custom visualization in Power BI
• Top-down and bottom-up analytics
• Drill down
• Drill through
• Page navigations
• Bookmarks
• Selection pane to show/hide visuals
• Comparing volume and value-based analytics
• Combinations charts (dual axis charts)
• Filter pane
• Slicers
• Use of Hierarchies in drill down analysis
• Theme for corporate standards
• Power BI template for design reusability
• Mastering the best practices
• Performance analyzer in Power BI for monitoring performance of report
• Power BI Q&A (Natural Language Query visual)
• Sync slicers
• Tooltips & custom tooltips
• Tables & matrix
• Conditional formatting on visuals
• Waterfall chart, KPI, Donut chart, Scatter chart
• Geographical data visualization using Maps

Data Modeling and DAX

• Introduction of relationships
• Creating relationships
• Cardinality
• Cross filter direction
• Use of inactive relationships
• Introduction of DAX
• Why DAX is used
• DAX syntax
• DAX functions
• Context in DAX
• Calculated columns using DAX
• Measures using DAX
• Calculated tables using DAX
• Learning about table, information, logical, text, iterator,
• Time intelligence functions (YTD, QTD, MTD)
• Cumulative values, calculated tables, and ranking and rank over groups
• Date and time functions
• DAX advanced features

Activites

• Class project
• Quiz

Power BI Report Server

• Introduction to Power BI Report Server
• Introduction of workspaces
• Reports vs Dashboards
• Building workspace Apps
• Sharing reports
• Subscribe, Alerts, Usage statics, Related content
• Design reports on Power BI Service
• Collaboration using Power BI Service
• Row Level Security (RLS)

Power BI settings –Admin and Direct connectivity

• Scheduling auto data refresh