Power BI Introduction

Power BI Pro is Microsoft’s competitively-priced, cloud-based business analytics service. This Power BI training course aims to familiarize subscribers to Power BI Pro with the key features and operations of the Power BI service, as well as with the use of Power BI Desktop to prepare reports. Delegates will learn how to connect to local data sources and online services; customize and transform data sources to suit their own requirements; model data by creating relationships, calculated columns and measures; create reports using a wide variety of visualizations; publish reports to the Power BI service; distribute reports and dashboards both internally and to a wider audience; and schedule automatic refreshes of their datasets.

COURSE OUTLINE

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

Designed for anyone wishing to enter the world of self service BI.

Ability to use a PC and familiarity with general computing concepts and techniques, such as copying and pasting.

Data Analyst, Business Intelligence Specialist

Certificate of completion

Digital certificate - Included