Power BI Intermediate

Description

This one-day, tutor-led Power BI Intermediate training course is perfect for users already familiar with Power BI who want to enhance their skills in designing impactful reports and dashboards. Dive deeper into the Query Editor and DAX language, explore Excel and PowerPoint integration, and learn how to use custom visuals to create interactive data narratives that engage and inform your audience.

Learning Objectives

By the end of this one-day Power BI Intermediate DAX training course, participants will be able to:

• Create dynamic report titles that adjust based on user selections by leveraging DAX functions such as SELECTEDVALUE and CONCATENATEX
• Enhance user interactivity within reports by using DAX functions to display personalized information like user names and last refresh timestamps
• Apply dynamic formatting in measures to produce visual cues such as RAG (Red-Amber-Green) color indicators and custom images
• Use DAX ranking functions like RANKX and TOPN to perform advanced ranking, including ranking within specific groups
• Utilize DAX Time Intelligence functions to analyze trends over time, including year-to-date, quarter-to-date, and month-to-date calculations, while understanding the use of calendar tables
• Implement semi-additive measures to address non-standard aggregation needs, ensuring accurate data representation in specific visualizations

Participants will leave the course with the skills to create more interactive, user-responsive reports in Power BI, incorporating advanced DAX functions for dynamic reporting and enhanced data insights.

Course Outline

Power Query Parameters and Templates

Using Templates in Power BI
Benefits of Parameters and Templates
Overview of Our Example
Creating Dynamic Titles
Creating parameters
Creating Parameters on the Fly
Updating a Data Source via a Parameter
Parameterizing Filter Operations
Applying Filters to Related Tables
Creating a Template
Advantages of Using Templates
Using a Template

Row Level Security

Defining roles and rules in Power BI Desktop
Advanced Filtering: Switching to the DAX Editor
Validating Roles within Power BI Desktop
Assigning Users and Groups to Roles in the Power BI Service
Validating the role within the Power BI service
Sharing the Report
Benefits of Sharing with RLS

Drill-down, Drill-through and Tooltip Pages

Drill-Down
Drill-Through Pages
Tool tip Pages

Excel Integration

Analyze in Excel
Power BI Publisher for Excel

Custom Visuals

Overview of custom visuals
AppSource Marketplace
Power BI Certified Custom Visuals
Chiclet Slicer
Timeline Slicer
Hierarchy Slicer
Synoptic Panel
Waffle Chart
Box and Whisker
Histogram
Bullet Chart

Business Narration

Narrative Formatting
Self-running narratives
The Selection Pane
Using the Pulse chart visual

PowerPoint Integration

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

Grouping, Summarization and Cardinality

The Group by Command
Improving Cardinality Levels by Changing Data Types

Semi-Additive Measures

Further Practice in Data Modelling and Report Creation

Connecting to the Excel Data
Transforming the Data in Power Query
Creating a Date Table
Creating a Table for your Measures
Calculating Average Employee Rating for the Current Month
Calculating Average Employee Rating for the Entire Year
Calculating the Percentage of Issues Resolved
Calculating the Percentage of Issues Resolved for the Entire Year
Creating the Employee Details Table
Creating a Pie Chart to Show SLA breakdown
Creating a Bar Chart to Show Issue Outcomes

Private Instructor-Led Online Training

If you have several staff members that need to complete this training, we can arrange a private instructor-led online training course tailored to the requirements of your organisation. Each person is given remote access to a computer in our training centre and provided with lots of opportunities to practice all of the techniques being taught remotely. This means that your staff can attend a course either in the office or from home.