Advanced Data Analysis & Visualization in Power BI

Skill Level
Advanced
Duration
30 Hours
Language
English

Overview

This five-day training course 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 AdventureWorks 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:

  • Confidently load and transform data using Power Query.
  • Create Data Models and the importance of doing so before diving into creating visualizations.
  • Use the DAX Formula language to develop POWERFUL calculations.
  • Bring data to life by telling a compelling story.
  • Learn how to leverage 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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