Advanced Data Analysis & Visualization in Power BI
Skill Level
Advanced
30 hrs
Duration
Language
English
Overview
This is a five-day training. In this course, we will tackle business scenarios where you will learn, how to use Power BI and advanced/complex DAX calculations further to derive more insights from data. We use SQL Server Adventure Works Data warehouse as a sample database and the Contoso dataset. We will hold your hand and walk you through each scenario step-by-step.
Completing this course will help you:
- How to confidently load and transform data using Power Query
- Learn to how to create Data Models and the importance of doing so before diving into creating visualizations
- Using the DAX Formula language to develop POWERFUL calculations
- Bringing Data to life by telling a compelling story
- How to leverage on data security capabilities
Course Prerequisites
The learner should be an experienced Excel user and MUST be well conversant with our Intermediate Data Analysis & Visualization in Power BI concepts covered in the previous module
Learning Path
- Self Service BI
- Power Pivot
- Power Query
- Power View
- Power Map
- Power BI
- The Value Proposition
- Licensing and Pricing
- Market Positioning
- Overview of the Cloud Service
- Building a CFO Dashboard
- Dashboard Flow and Navigation
- Using the Demo Samples
- How to use Q&A (Natural Language Queries)
- Obtaining Value from Quick Insights
- Publish to web (Embedded View)
- Exporting Reports to PowerPoint
- Overview of Power BI Desktop
- Technical Options & Settings
- Monthly Updates
- Data Modeling 101
- Building a Robust Star Schema
- Importing Data from various sources
- Query Editor Overview
- Using Direct Query
- Understanding Query Design & the ETL Process
- Query Building Best Practice
- Understanding Applied Steps
- 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
- Creating Relationships
- Handling Multiple Relationships with the Fact Table
- Default Summarization of Fields
- Custom Sorting of Columns
- Data Types & Formatting
- Build an example of Time Intelligence Report
- Introduction to DAX
- Implicit Vs Explicit Measures
- Creating Calculated Measures & Calculated Columns
- Commonly Used DAX Functions
- Sum, Average, Count, DistinctCount
- Time Intelligence (MTD, QTD, YTD, Prior Year)
- Understanding Calculate and the filter context
- IF, HasOneValue
- Using a Safe Divide Function
- UserRelationship Function
- Using the Blank() Function
- Copying and Moving Measures
- Using Quick Measures
- Build a Monthly Trend Report
- Dynamic Headings & Dates
- Types of Slicers and Filters
- Understanding KPI cards
- Building Tabular Reports
- Table vs Matrix Visuals
- Types of Conditional Formatting
- Adding Drill Downs
- Using Focus Mode
- Viewing the Underlying Data Driving a Visualization
- Customizing Report Visual Interactivity
- Exporting Data from Power BI
- Explain the Increase or Decrease in Visuals
- Build a Qty Shipped Vs Qty Sold Report
- Optimizing Report Slicers
- Building a Year Over Year Report
- Choosing Visuals Based on Context
- Using Custom Visuals
- Optimizing the use of Maps
- Optimizing Waterfall Charts
- Getting Value from Scatter, Ribbon & Bullet Charts
- Moving away from 1 Dimensional Story telling
- Adding & Optimizing Tool Tips
- Using the Format Painter
- Visual Alignment Tips
- Custom Page Sizing
- Using Logos & Custom Icons
- Making Enhancements with Shapes and Lines
- Formatting Tips & Tricks
- Best Practice Guidelines and Development Tips
- Removing or Hiding Data Model Redundancies
- Understanding Row Level Security
- Creating and Testing Security Roles
- Publishing Models to the Cloud Service
- Adding Users to Security Defined Roles
- Basic Sharing of Dashboards & Reports
- Creating App Workspaces
- Collaborating on Reports
- Publishing Organizational Apps for Distribution of Content
- Adding Users & Editing Workspaces
- Connecting to Apps
- Organizational Content Packs
- Role of a Power BI Cloud Service Administrator
- Overview of the Data Gateway
- Scheduling Data Refreshes
- Refreshing On Demand
- Adding & Optimizing Tool Tips
- Using the Format Painter
- Visual Alignment Tips
- Custom Page Sizing
- Using Logos & Custom Icons
- Making Enhancements with Shapes and Lines
- Formatting Tips & Tricks
- Best Practice Guidelines and Development Tips
- Removing or Hiding Data Model Redundancies
- Understanding the What if Parameter Concepts
- Build a What if Analysis Report
- DAX: ‘GENERATESERIES’ & ‘SELECTEDVALUE’
- Showcasing Other Use Cases
- 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
- 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
- Understanding the DAX Filter Context
- Filtering with ‘Calculate’
- Using the ‘FILTER’ Function
- Using the ‘ALL’ & ‘ALLEXPECT’ Function
- Using Relative and TopN Filters
- 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
- Usage Scenarios
- Mapping User IDs to the data model
- DAX Functions for Returning Usernames
- Adding Roles in Power BI Desktop
- Assign Users to Power BI Security
- Creating Parameters
- Passing Parameters into Queries
- Creating Power BI Template Files
- Using Template Files with Query Parameters
- Changing Parameters from the cloud service
- Summarizing key concepts
- Sharing a Power BI best practice ‘Cheat Sheet’
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