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Course Outline

Introduction

  • Overview of Power BI features and architecture
  • Advanced tools and data analysis in Power BI

Getting Started

  • Installing Power BI and other components
  • Workflow for preparing reports and dashboards
  • Overview of the interface

Power Query – Importing Data

  • Types of connectors
  • Query folding
  • Extracting data from different sources:
    1. Flat files
    2. Entire folders of data
    3. Websites
    4. Working with unstructured files
  • Advanced techniques in Power Query
    1. Merging and appending tables
    2. Pivoting and Un-Pivoting data
    3. Automated column generation from examples
    4. Working with inconsistent tables
    5. Table decomposition
    6. Best practices in text analysis
    7. Basics of the M language

Data Model – Why Do You Need One?

  • What is a data model?
  • Data model normalization
  • Two main types of tables
  • Relationship cardinality
    1. One to many
    2. One to one
    3. Many to many
  • Filter flow – the logic behind the engine
  • Creating hierarchies
  • Data modeling best practices

DAX – The Best Tool to Make Your Data Useful

  • What is DAX and why is it so effective?
  • What is the difference between a measure and a calculated column? Which one should you use?
  • Filter context vs. Row Context
  • Creating a measure table
  • Using variables in measures
    1. How to create variables?
    2. Why you should use variables?
    3. How to handle errors and debug with variables?
  • Scalar functions
    1. Basic aggregation functions
    2. Iterator functions
    3. SWITCH function – a superior alternative to IF
    4. Utilizing the COALESCE function
  • Advanced use of CALCULATE:
    1. Understanding modifiers
    2. REMOVEFILTERS and KEEPSFILTERS functions with examples
    3. Understanding patterns
  • Table and Filter functions
    1. Most common table functions
    2. Differences and examples of using VALUES and DISTINCT functions
    3. Incorporating SELECTEDVALUE into your report
    4. ALLEXCEPT
    5. ALLSELECTED
    6. Why you should understand SUMMARIZE?
    7. Different ways to generate new data for your report
  • Table joins:
    1. How to CROSSJOIN tables?
    2. EXCEPT and INTERSECT with examples
    3. Utilizing the UNION function
  • Relationship Functions:
    1. What is the difference between physical and virtual relationships?
    2. RELATED and RELATEDTABLE
    3. How to use USERELATIONSHIPS?
  • Advanced concepts of time intelligence
  • Preparing Fiscal and non-standard calendars for your model

Advanced Visualization Techniques:

  • Creating a custom color palette for your report
  • Building a consistent theme across all your reports
  • Designing an effective slicer panel
  • Creating compelling graphs that ensure accuracy
  • Distinguishing between good, bad, and misleading visualizations
  • The simplest recipe to enhance your report’s appearance
  • Interactive Scenario Analysis for your users
  • Utilizing forecast and trend lines for better data recognition
  • Drilling up and drilling down
  • The importance of using parameters
  • Bookmarks as essential allies in data visualization

Requirements

  • A foundational understanding of Power BI.
  • Practical experience working with Power BI.
 14 Hours

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