Power BI Introduction

Description

Learning Objectives

By the end of this course, learners will be able to:

• Identify the different Power BI products, including Power BI Desktop, the Power BI Service, Power BI Mobile Apps, and understand the differences between free and Pro subscriptions.
• Connect to a wide range of data sources, such as text files, Excel workbooks, folders, and web data, and import these data sources into Power BI.
• Use the Query Editor to clean and transform data, performing tasks such as renaming queries, modifying columns, splitting and merging columns, and using functions like Trim and Clean.
• Organize and model data by creating relationships, defining primary and foreign keys, setting cross-filtering directions, and creating composite keys.
• Write basic DAX expressions to create calculated columns and measures, and utilize DAX functions such as SUMX, CALCULATE, and RELATED to enhance data analysis.
• Create and customize visualizations, including column and bar charts, gauges, treemaps, and maps, and format them using themes, branding, and visual-level filters.
• Publish and share reports and dashboards in the Power BI Service, create app workspaces, and manage access through app workspaces and publishing processes.
• Optimize content for mobile use by creating mobile-friendly versions of dashboards and reports.

These objectives ensure that learners gain practical skills in connecting, transforming, modeling, visualizing, and sharing data, empowering them to use Power BI for comprehensive and effective data reporting.

Course Outline

Power BI Introduction

The Power BI Product

Power BI Desktop
The Power BI Service
Power BI Mobile Apps
Power BI Subscription

Connecting to Data Sources

Connecting to Text Files

Overview of the Query Editor
Closing and Reopening the Query Settings Pane
Renaming a Query
Using the Query Settings Buttons
Applying Changes Made in the Query Editor
Editing an Existing Query
Conclusion

Connecting to Excel Data

Worksheets, Tables and Name Ranges
Importing Excel Objects into Power BI
Recognizing the Icons
Conclusion

Connecting to a Folder of Data

Benefits of Connecting to a Folder
Connecting to the Folder
Updating the Folder
Conclusion

Connecting to Web Data

Examining the Source Data
Connecting to the Excel Data
Connecting to the Currency Exchange Rate Data
Query Editor: Remove Columns
Query Editor: Use First Row as Headers
Query Editor: Filtering out Unwanted Rows
Query Editor: Renaming a Query
Query Editor: Creating a Custom Column
Adding a Report Background Image
Automatic Detection of Relationships
Using the Table Visual
Creating Calculated Columns
Using the Slicer Visual
Conclusion

Cleaning and Transforming Data

Trim, Clean and Case

Isolating the Problem
Using the Trim Function
Using the Clean Function
Using the Split Columns Command
Using the Merge Columns Command
Using the Capitalize Each Word Command
Conclusion

House Keeping and Meta Data

Renaming Items
Renaming Columns
Renaming Query Steps
Adding Descriptions to your Steps
Conclusion

The Split Columns Command

Data Scenario
Handling Variable-Length Customer Codes
Splitting Customer Codes
Splitting Country and Sector Codes
Criteria for the Creation of Relationships in Power BI
Preparing the Countries Data
Preparing the Sectors Data
Creating Relationships
Creating a Treemap Visual
Creating a Filled Map Visual
Conclusion

Removing Unwanted Rows

Removing Header Rows
Removing an Excel Table Total Row
Conclusion

Replace Values and Fill Down

The Replace Values Command
Remove Errors and Replace Errors
The Fill Down Command
Conclusion

The Unpivot Columns Command

What is Pivoted Data?
Importing the Data
Using UnPivot Other Columns
Creating a Table Visual with Star Ratings
Adding a Background
Adding a Table Visual
Apply Formatting to the Table
Adding Star Ratings
Sorting the Table
Adding a Slicer for Category
Conclusion

Append Queries

Importing the Data
Removing the differences between columns
Using Append Queries as New
Conclusion

Merge Queries

Using Merge Queries as New
Specifying the Join Kind
Conclusion

Data Modelling

Adding Data to the Model

The Budget Table
The Clients Table
The Products Table
The Purchases table
The Sales table
The Staff Table

Examining the Data Model

Understanding the Model Structure
Analyzing Table Relationships

Creating relationships automatically

Automatic Relationship Detection
Reviewing Suggested Relationships

Creating relationships manually

Manual Relationship Configuration
Setting Cardinality and Cross Filters

Creating Composite Primary and Foreign Keys

Linking the Sales and Purchases Tables
Linking the Sales and Budget Tables

Creating a Date Table

The CALENDAR and CALENDARAUTO Functions
Syntax and Implementation
The FORMAT Function

Creating Calculated Columns

Adding New Data Fields
Using DAX for Calculations

Creating Measures

Creating a Table for Measures
Applying the SUMX Function

The RELATED Function

Retrieving Related Data
Using RELATED in Calculations

Visualization

Branding in Power BI Desktop

Adding a Page Background
Adding a Logo
Using Report Themes

The Card Big-Picture Visual

Displaying the Budget Variance
Displaying the Margin Variance

The Gauge Visual

Using Visual-Level Filters
Using the Format Painter
Configuring Gauges
The CALCULATE Function
Cross Filter Direction

Customizing Visual Interactions

Creating Stacked Bar Charts
Editing Visual Interactions

Collaboration and Sharing

Editing a Published Report in the Power BI Service

Publishing a Report
Accessing Reports in the Power BI Service
Editing and Saving Changes

Creating app workspaces

App workspaces versus apps
My Workspace
Creating and Configuring App Workspaces
Publishing to App Workspaces
The Consumer Experience

Creating Dashboards

Pinning Visuals to a Dashboard
Pinning Report Pages
Using Q&A Visuals

Publishing an app

Publishing Process Overview
The Consumer Experience
Where to Next?

The Power BI Mobile Experience

Logging into the Power BI Service
The Default Mobile Experience
Optimizing Dashboards for Mobile Devices
Optimizing Reports for Mobile Devices