Power BI 1 Week Intensive Training Course

    Our Power BI 1 Week Intensive Training Course offers comprehensive coverage of both basic and advanced features of Microsoft Power BI. This course is designed for users who are new to Power BI, but who intend to use the program extensively in their business workflows.

    You should consider taking this course when your company has recently adopted, or are about to adopt Power BI; and you will be playing a pivotal, hands-on role in content-creation and sharing using Power BI Desktop and the Power BI service.

    Power BI 1 Week Intensive Training Course

    The Power BI 1 Week Intensive Training Course consists of three components: Power BI Introduction, Power BI Intermediate and Power BI Advanced.

    We run the Power BI 1 Week Intensive Training Course every month as a public, instructor-led online course. We can also deliver a private online version of this course for up to eight people, allowing your staff to take the training either from the office or at home.

    Power BI 1 Week Intensive Training Course

    Course Outline

    Power BI Introduction

    Getting started

    The key components of Power BI; What is Power BI Desktop; The Power BI service; Power BI free vs Power BI Pro; Power BI vs Excel add-ins; Dashboards, reports and datasets

    Connecting to software services

    Understanding content packs for services; Google Analytics content pack; Salesforce content pack; Microsoft Dynamics CRM content pack

    Getting data into Power BI

    Connecting to data sources in the Power BI service; Connecting to data sources in Power BI Desktop; Importing excel workbooks; Importing Access databases; Connecting to SQL Server

    Cleaning up and transforming data

    Using the Query Editor; Creating a query; Understanding query steps; Automatically generated steps; Removing query steps; Modifying query steps; Renaming columns; Reordering and removing columns; Changing data types; The close & apply command

    Data modelling

    Working in data view; Working in relationship view; Auto-detection of table relationships; Creating table relationships manually; Setting cardinality; Cross filter direction

    Using DAX

    Creating Calculated columns; Creating measures; Understanding row context; Understanding filter context; The SUMX function; The CALCULATE function; The ALL function; The FILTER function; Using time intelligence functions

    Creating reports

    Working in report view; Creating tables and key metrics; Working with matrixes; Filtering data with slicers

    Creating visualizations

    Creating column and bar charts; Creating line and area charts; Creating scatter charts; Treemap visualizations; Using charts as slicers; Using maps with geographical data; Using custom visuals in your reports

    Publishing content

    Publishing Power BI Desktop reports; Printing and exporting dashboards and reports; Creating Groups in the Power BI service; Creating content Packs; Assigning groups to content packs; Sharing dashboards with your organization; Publishing reports to the web; Embedding a report in a web page

    Creating Power BI Mobile Content

    Optimising visuals for small viewports; Creating a phone version of a dashboard; Creating phone-optimised reports

    Consuming and customizing content

    Browsing group content; Using content packs; Creating read-only versions; Using Quick Insights in Power BI; Creating dashboards from your reports; Querying with natural language; Creating custom Q & A suggestions

    Refreshing content

    Setting up a personal gateway; Customizing dataset refresh settings; Scheduling a refresh frequency; Setting up enterprise gateways; Managing enterprise gateways; Adding and removing data sources, Creating live connections to data

    Power BI Intermediate

    Parameters and Templates

    Benefits of parameters and templates; Creating parameters; Parameter value types; Parameterizing data sources; parameterizing filters; Creating a template; Using a template

    Power Query Functions

    Converting a query to a function; Understanding function syntax; Invoking a function

    DAX Time Intelligence

    Calendar tables; Power BI Auto Date/Time feature; The TOTALYTD function; Specifying end of fiscal year;Calculating running totals; the SAMEPERIODLASTYEAR function; the PARALLELPERIOD function; Using the DATEADD function for maximum flexibility

    What If Parameters

    Creating a what-if parameter; Specifying limits; Referencing the parameter measure; Incorporating parameter values in your model

    Excel Integration

    Analyze in Excel; Installing Power BI Publisher for Excel; Creating pivot table reports from Power BI data sources; The importance of data types; Error – The field that you are moving cannot be placed in that PivotTable area; Pinning Excel content to a Power BI dashboard

    Custom visuals

    Overview of custom visuals; Chiclet Slicer; Timeline; Advanced Time Slicer; Hierarchy Slicer; Synoptic Panel; Waffle Chart; Percentile Chart; Box and Whisker; Histogram; Bullet Chart; KPI Indicator; GlobeMap; Table Heatmap; WordCloud

    Business narration

    Planning narratives; Self-running narratives; Interactive narratives; Using the Pulse chart visual; Using the Scroller visual; Using Narratives for Power BI; Using video clips in your visuals

    PowerPoint integration

    Constructing a narrative in PowerPoint, Using export to PowerPoint, Embedding live reports into a PowerPoint presentation

    Power BI Advanced

    The Power Query Formula Language

    Using The Formula Bar; Using The Advanced Editor; Overview Of The M Language; Exploring M using #shared

    Understanding Automatically Generated Code

    Excel.Workbook; File.Contents; Table.TransformColumns; Table.TransformColumnTypes; Table.UnpivotColumns; Table.UnpivotOtherColumns

    Creating custom functions in M

    Defining a function; Defining input parameters; The goes-to operator; Defining the function body; Using optional parameters; Calling functions

    Iteration Techniques

    Benefit of generating lists; Generating lists of numbers; Generating lists of dates; Generating alphanumeric lists; Using the each function; Applying a function to a list of files

    Advanced DAX

    Using DAX Studio, Writing complex formulas, Using variables, Calculating moving averages, Calculating running totals, Percentile calculations, Creating advanced time intelligence formulas, Using multiple date tables, Working with non-standard calendars

    Working with calculated tables

    Creating calculated tables, DAX functions that return tables, The CALCULATETABLE function, The ADDCOLUMNS function, The SUMMARIZE function, SUMMARIZE with ROLLUP, VALUES and DISTINCT functions, The CROSSJOIN function, The TOPN function, The ROW function, Using calculated tables within the data model

    Using parameter tables

    What is a parameter table, When to use parameter tables, Using the HASONEVALUE function, Using the VALUES function, Creating custom slicers, Creating multiple parameter table solutions

    Using ArcGIS Maps for Power BI

    Overview of ArgGIS maps integration, Selecting a base map, Creating heat maps, Adding demographic layers, Searching for layers on ArgGIS online

    Using R Visualizations and Datasets

    Overview of R integration, Configuring R Script Options, Using the R Script editor, Creating correlation plots, Creating predictive plots, Interacting with Power BI visuals

    Advanced dashboard tiles

    Adding custom links to a dashboard, Using th web content widget, Using the video widget, Real-time streaming dashboard tiles


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