This course starts with data transformation strategies, exploring capabilities in the Power Query Editor, and data-cleansing practices. It looks at the Advanced Query Editor to view the M language code. This course focuses on advanced DAX measures that include filtering conditions, with a deep dive into time intelligence measures. Like the M query language, DAX is a rich functional language that supports variables and expression references. This course also looks at the creation of dynamic dashboards and incorporates a range of visualisations available in Power BI Desktop and online in the AppSource. The course finishes with a look at setting up end user level security in tables. 1 The query editor Split by row delimiter AddDays to determine deadlines Advanced query editor 2 Fuzzy matching joins Matching inconsistencies by percentage Matching with transformation table 3 Logical column functions Logical functions IF, AND, OR Using multiple conditions Including FIND in functions 4 Editing DAX measures Make DAX easier to read Add comments to a measure Using quick measures 5 The anatomy of CALCULATE Understanding CALCULATE context filters Adding context to CALCULATE with FILTER Using CALCULATE with a threshold 6 The ALL measure Anatomy of ALL Create an ALL measure Using ALL as a filter Use ALL for percentage 7 DAX iterators Anatomy of iterators A closer look at SUMX Using RELATED in SUMX Create a RANKX RANKX with ALL 8 Date and time functions Overview of functions Create a DATEDIFF function 9 Time intelligent measures Compare historical monthly data Create a DATEADD measure Creating cumulative totals Creating cumulative measures Visualising cumulative totals 10 Visualisations in-depth Utilising report themes Create a heatmap Comparing proportions View trends with sparklines Group numbers using bins Setting up a histogram 11 Comparing variables Visualising trendlines as KPI Forecasting with trendlines Creating a scatter plot Creating dynamic labels Customised visualisation tooltips Export reports to SharePoint 12 User level security Setting up row level security Testing user security
Expand your Power BI knowledge and take your reports to the next level. Course overview Duration: 1 day (6.5 hours) This course is aimed at existing users who want to expand their skills to use advanced reporting techniques and use DAX to create calculated columns and measures. Participants should have either attended our Power BI – Introduction course or have equivalent knowledge. You should be able to import and transform data and create simple reports. Objectives By the end of the course you will be able to: Import and connect data tables Create and use date calendars Create calculated columns Create and use measures Use drill down and drill through Create Tooltip pages Add and customise slicers Add action buttons Streamline your report for use in the Power BI Service Content Review of importing and loading data Importing data Transforming data Adding custom columns Creating data models Building visuals Creating date calendars Building date tables Creating Financial Year information Including Month and Day information Creating calculated columns Power Query custom columns vs DAX columns Creating DAX calculated columns Creating measures Implicit vs Explicit Measures Building measures Using DAX Common DAX functions Drill Down vs Drill Through Review of drill down Creating drill through pages Using drill through Creating ToolTips Pages Adding pages to use for Tooltips Linking ToolTip pages to visuals Using action buttons Adding images Adding buttons Setting actions Working with slicers Adding slicers Changing slicer settings Syncing slicers between pages Showing what has been sliced Setting slicer interactions Techniques in the Power BI Service Hiding the navigation bar Stopping users manually filtering
There is a lot to learn in Power BI, this course takes a comprehensive look at the fundamentals of analysing data and includes a balanced look at the four main components that make up Power BI Desktop: Report view, Data view, Model view, and the Power Query Editor. It also demonstrates how to utilise the online Power BI service. It looks at authoring tools that enable you to connect to and transform data from a variety of sources, allowing you to produce detailed reports through a range of visualisations, in an interactive and dynamic way. It also includes a detailed look at formulas by writing both M functions in Power Query, and DAX functions in Desktop view. This knowledge will allow you to take your reports to the next level. The aim of this course is to provide a complete introduction to understanding the Power BI analysis process, by working hands-on with examples that will equip you with the necessary skills to start applying your learning straight away. 1 Getting Started The Power BI ecosystem Opening Power BI Desktop Power BI's four views Introduction to Dashboards 2 Importing Files Importing data sources Importing an Excel file Importing a CSV file Importing a database Connect to an SQL Server Database Import vs. Direct Query Importing from the web Importing a folder of files Managing file connections 3 Shape Data in the Query Editor The process of shaping data Managing data types Keeping and removing rows Add a custom column Appending tables together Hiding queries in reports Fixing error issues Basic maths operations 4 The Data Model Table relationships Relationship properties 5 Merge Queries Table join kinds Merging tables 6 Inserting Dashboard Visuals Things to keep in mind Inserting maps Formatting Maps Inserting charts Formatting Charts Inserting a tree map Inserting a table, matrix, and card Controlling number formats About report themes Highlighting key points Filter reports with slicers Sync slicers across dashboards Custom web visuals 7 Publish and share Reports Publishing to Power BI service Editing online reports Pinning visuals to a dashboard What is Q&A? Sharing dashboards Exporting reports to PowerPoint Exporting reports as PDF files 8 The Power Query Editor Fill data up and down Split column by delimiter Add a conditional column More custom columns Merging columns 9 The M Functions Inserting text functions Insert an IF function Create a query group 10 Pivoting Tables Pivot a table Pivot and append tables Pivot but don't aggregate Unpivot tables Append mismatched headers 11 Data Modelling Expanded Understanding relationships Mark a date table 12 DAX New Columns New columns and measures New column calculations Insert a SWITCH function 13 Introduction to DAX Measures Common measure functions Insert a SUM function Insert a COUNTROWS function Insert a DISTINCTCOUNT function Insert a DIVIDE function DAX rules 14 The CALCULATE Measure The syntax of CALCULATE Insert a CALCULATE function Control field summarisation Things of note 15 The SUMX measure X iterator functions Anatomy of SUMX Insert a SUMX function When to use X functions 16 Time Intelligence Measures Importance of a calendar table Insert a TOTALYTD function Change financial year end date Comparing historical data Insert a DATEADD function 17 Hierarchies and Groups Mine data using hierarchies Compare data in groups
Duration 3 Days 18 CPD hours This course is intended for The audience for this course are data professionals and business intelligence professionals who want to learn how to accurately perform data analysis using Power BI. This course is also targeted toward those individuals who develop reports that visualize data from the data platform technologies that exist on both in the cloud and on-premises. This course covers the various methods and best practices that are in line with business and technical requirements for modeling, visualizing, and analyzing data with Power BI. The course will show how to access and process data from a range of data sources including both relational and non-relational sources. Finally, this course will also discuss how to manage and deploy reports and dashboards for sharing and content distribution. Prerequisites Understanding core data concepts. Knowledge of working with relational data in the cloud. Knowledge of working with non-relational data in the cloud. Knowledge of data analysis and visualization concepts. DP-900T00 Microsoft Azure Data Fundamentals is recommended 1 - Discover data analysis Overview of data analysis Roles in data Tasks of a data analyst 2 - Get started building with Power BI Use Power BI Building blocks of Power BI Tour and use the Power BI service 3 - Get data in Power BI Get data from files Get data from relational data sources Create dynamic reports with parameters Get data from a NoSQL database Get data from online services Select a storage mode Get data from Azure Analysis Services Fix performance issues Resolve data import errors 4 - Clean, transform, and load data in Power BI Shape the initial data Simplify the data structure Evaluate and change column data types Combine multiple tables into a single table Profile data in Power BI Use Advanced Editor to modify M code 5 - Design a semantic model in Power BI Work with tables Create a date table Work with dimensions Define data granularity Work with relationships and cardinality Resolve modeling challenges 6 - Add measures to Power BI Desktop models Create simple measures Create compound measures Create quick measures Compare calculated columns with measures 7 - Add calculated tables and columns to Power BI Desktop models Create calculated columns Learn about row context Choose a technique to add a column 8 - Use DAX time intelligence functions in Power BI Desktop models Use DAX time intelligence functions Additional time intelligence calculations 9 - Optimize a model for performance in Power BI Review performance of measures, relationships, and visuals Use variables to improve performance and troubleshooting Reduce cardinality Optimize DirectQuery models with table level storage Create and manage aggregations 10 - Design Power BI reports Design the analytical report layout Design visually appealing reports Report objects Select report visuals Select report visuals to suit the report layout Format and configure visualizations Work with key performance indicators 11 - Configure Power BI report filters Apply filters to the report structure Apply filters with slicers Design reports with advanced filtering techniques Consumption-time filtering Select report filter techniques Case study - Configure report filters based on feedback 12 - Enhance Power BI report designs for the user experience Design reports to show details Design reports to highlight values Design reports that behave like apps Work with bookmarks Design reports for navigation Work with visual headers Design reports with built-in assistance Tune report performance Optimize reports for mobile use 13 - Perform analytics in Power BI Explore statistical summary Identify outliers with Power BI visuals Group and bin data for analysis Apply clustering techniques Conduct time series analysis Use the Analyze feature Create what-if parameters Use specialized visuals 14 - Create and manage workspaces in Power BI Distribute a report or dashboard Monitor usage and performance Recommend a development life cycle strategy Troubleshoot data by viewing its lineage Configure data protection 15 - Manage semantic models in Power BI Use a Power BI gateway to connect to on-premises data sources Configure a semantic model scheduled refresh Configure incremental refresh settings Manage and promote semantic models Troubleshoot service connectivity Boost performance with query caching (Premium) 16 - Create dashboards in Power BI Configure data alerts Explore data by asking questions Review Quick insights Add a dashboard theme Pin a live report page to a dashboard Configure a real-time dashboard Set mobile view 17 - Implement row-level security Configure row-level security with the static method Configure row-level security with the dynamic method Additional course details: Nexus Humans PL-300T00: Microsoft Power BI Data Analyst training program is a workshop that presents an invigorating mix of sessions, lessons, and masterclasses meticulously crafted to propel your learning expedition forward. This immersive bootcamp-style experience boasts interactive lectures, hands-on labs, and collaborative hackathons, all strategically designed to fortify fundamental concepts. Guided by seasoned coaches, each session offers priceless insights and practical skills crucial for honing your expertise. Whether you're stepping into the realm of professional skills or a seasoned professional, this comprehensive course ensures you're equipped with the knowledge and prowess necessary for success. While we feel this is the best course for the PL-300T00: Microsoft Power BI Data Analyst course and one of our Top 10 we encourage you to read the course outline to make sure it is the right content for you. Additionally, private sessions, closed classes or dedicated events are available both live online and at our training centres in Dublin and London, as well as at your offices anywhere in the UK, Ireland or across EMEA.
About this Training Course This 3 full-day training course will introduce participants to the Microsoft Power BI® software solution for extracting, manipulating, visualising and analysing data. This is a very practical, hands-on course that takes participants through a series of exercises which help users understand the Power BI® environment, how to use the key areas of functionality, and how to apply the tools it contains to design and produce analyses of their own data. The first two days focus on learning the key concepts and practising these using clean, simple datasets. The third day provides participants with the opportunity to apply what they've learned to their own data. This makes the course far more relevant and meaningful for them, it allows our facilitator to help them structure their data models, queries and DAX formulas correctly, and it allows our facilitator to help them solve any additional problems that may arise but which were not covered as part of the standard the course. In addition, at the end of the day, each participant walks away with something of real, practical use for their job role. Many previous participants have remarked that they obtained the most value from the course during the third day because otherwise, they wouldn't be able to do what they need to do. This is an introductory course and although it does not assume any prior experience with Power BI®, participants will gain much more from the course if they have at least used Power BI® a little prior to attending. Participants who have taught themselves Power BI® will also benefit from attending as the course will fill-in a number of gaps in their knowledge and will also extend what they know. A general understanding of databases, Excel formulas, and Excel Pivot Tables is useful though not essential. Comprehensive course notes, exercises and completed solutions are included. Microsoft® PowerBI® is a trademark of Microsoft Corporation in the United States and/or other countries. Training Objectives Upon completion of this training course, participants will be able to: Confidently use the Power BI® solution, including Power BI® Desktop, PowerBI®.com and the Power BI® Gateway Extract data from a variety of data sources and manipulate the data extracted so it is ready for analysis Combine data sources together and gain an introductory understanding of the M language Write formulas using the DAX language for generating custom columns, measures and tables Design reports and dashboards using a wide range of both built-in and custom visuals Publish reports and dashboards to PowerBI®.com Share reports and dashboards with others using PowerBI®.com Customize reports and dashboards so that different user groups automatically see their own personalized views Target Audience This training course is intended for: Financial Analysts Accountants Budgeting and planning specialists Treasury Risk Managers Strategic Planners This is an introductory course and although it does not assume any prior experience with Power BI®, participants will gain much more from the course if they have at least used Power BI® a little prior to attending. Participants who have taught themselves Power BI® will also benefit from attending as the course will fill-in a number of gaps in their knowledge and will also extend what they know. A general understanding of databases, Excel formulas, and Excel Pivot Tables is useful though not essential. Comprehensive course notes, exercises and completed solutions are included. Course Level Basic or Foundation Trainer Your expert course leader has a Masters (Applied Finance & Investment), B.Comm (Accounting & Information Systems), CISA, FAIM, F Fin and is a Microsoft Certified Excel Expert. He has over 20 years' experience in financial modelling, forecasting, valuation, model auditing, and management reporting for clients throughout the world. He is skilled in the development and maintenance of analytical tools and financial models for middle-market companies to large corporates, at all levels of complexity, in both domestic and international settings. He has trained delegates from a wide variety of Oil & Gas companies including Chevron, Woodside, BHP Billiton, Petronas, Carigali, Shell, Nippon, Eni, Pertamina, Inpex, and many more. He provides training in financial modelling for companies throughout the Asia, Oceania, Middle East and African regions. Before his current role, he spent 6 years working in the Corporate and IT Consulting divisions of a large, multinational Chartered Accounting firm. He is the author of a number of white papers on financial modelling on subjects such as Financial Modelling Best Practices and Financial Model Auditing. Highlights from his oil and gas experience include: Development of economic models to assist Decision Analysts modelling for a wide range of scenarios for multinational oil & gas assets. Auditing and further development of life of project models for Chevron's Strategic Planning Division analysing their North West Shelf assets. Development of business plan and budgeting models for multinational oil & gas assets. Development of cash flow and taxation models for a variety of oil gas companies. Consulting on Sarbanes Oxley spreadsheet remediation and risk assessment. POST TRAINING COACHING SUPPORT (OPTIONAL) To further optimise your learning experience from our courses, we also offer individualized 'One to One' coaching support for 2 hours post training. We can help improve your competence in your chosen area of interest, based on your learning needs and available hours. This is a great opportunity to improve your capability and confidence in a particular area of expertise. It will be delivered over a secure video conference call by one of our senior trainers. They will work with you to create a tailor-made coaching program that will help you achieve your goals faster. Request for further information post training support and fees applicable Accreditions And Affliations
This course starts with the basics then moves seamlessly to an intermediate level. It includes a comprehensive yet balanced look at the four main components that make up Power BI Desktop: Report view, Data view, Model view, and the Power Query Editor. It also demonstrates how to use the online Power BI service. It looks at authoring tools that enables you to connect to and transform data from a variety of sources, allowing you to produce dynamic reports using a library of visualisations. Once you have those reports, the course looks at the seamless process of sharing those with your colleagues by publishing to the online Power BI service. The aim of this course is to provide a strong understanding of the Power BI analysis process, by working with real-world examples that will equip you with the necessary skills to start applying your knowledge straight away. 1 Getting started The Power BI process Launching Power BI Desktop The four views of Power BI Dashboard visuals 2 Connecting to files Connect to data sources Connect to an Excel file Connect to a CSV file Connect to a database Import vs. DirectQuery Connect to a web source Create a data table 3 Transforming data The process of cleaning data Column data types Remove rows with filters Add a custom column Append data to a table Fix error issues Basic maths operations 4 Build a data model Table relationships Manage table relationships 5 Merge queries Table join kinds Merging tables 6 Create report visualisations Creating map visuals Formatting maps Creating chart visuals Formatting chart Tables, matrixes, and cards Control formatting with themes Filter reports with slicers Reports for mobile devices Custom online visuals Export report data to Excel 7 The power query editor Fill data up and down Split columns by delimiter Add conditional columns Merging columns 8 The M formula Creating M functions Create an IF function Create a query group 9 Pivot and unpivot tables Pivot tables in the query editor Pivot and append tables Pivot but don't summarise Unpivot tables Append mismatched headers 10 Data modelling revisited Data model relationships Mark a calendar as a date table 11 Introduction to calculated columns New columns vs. measures Creating a new column calculation The SWITCH function 12 Introduction to DAX measures Common measure categories The SUM measure Adding measures to visuals COUNTROWS and DISINCTCOUNT functions DAX rules 13 The CALCULATE measure The syntax of CALCULATE Things of note about CALCULATE 14 The SUMX measure The SUMX measure X iterator functions Anatomy of SUMX 15 Introduction to time intelligence Importance of a calendar table A special lookup table The TOTALYTD measure Change year end in TOTALYTD 16 Hierarchy, groups and formatting Create a hierarchy to drill data Compare data in groups Add conditional formatting 17 Share reports on the web Publish to the BI online service Get quick insights Upload reports from BI service Exporting report data What is Q&A? Sharing your reports 18 Apply your learning Post training recap lesson
OVERVIEW DIAD is a one-day, hands-on workshop for business analysts, covering the breadth of Power BI capabilities. The course focuses on five practical Labs and at the end of the day, attendees will better understand how to: Connect and transform data from a variety of data sources. Define business rules and KPIs. Explore data with powerful interactive visuals. Build stunning reports. Share their dashboards with their team business partners and publish them to the web. The course content is managed by the Power BI engineering team at Microsoft. There is no exam associated with the course. COURSE BENEFITS: Learn how to clean, transform, and load data from various sources Create and manage a data model in Power BI consisting of multiple tables connected with relationships Build Measures and other calculations in the DAX language to plot in reports Manage and share report assets to the Power BI Service WHO IS THE COURSE FOR? Data Analysts and Management Consultants with little or no experience of Power BI who wish to upgrade their knowledge to include Business Intelligence Analysts looking for a quick introduction to Power BI who don’t have the time for the full three day PL-300 course Marketers in data-intensive organisations who need new tools to build visually appealing, dynamic charts for their stakeholders to use LAB OUTLINE Lab 1 Accessing & Preparing The Data Load data from Excel and CSV sources Manipulate the data to prepare it for reporting Prepare tables in Power Query and load them into the data model Lab 2 Data Modelling And Exploration Create a range of different charts Highlight and cross-filter Create new groups and hierarchies Add new measures to the model Lab 3 Data Visualization Add conditional formatting to a report Add logos to a filter Import a custom visual Apply a custom theme Add bookmarks to the report to tell a story Lab 4 Publishing A Report And Creating A Dashboard Create a Workspace in the Power BI Service Publish a report to the Service Create a Dashboard and pin visuals to it Generate and view insights Lab 5 Collaboration Share a Dashboard Access a Dashboard on a Mobile Device
Duration 3 Days 18 CPD hours This course is intended for The course will likely be attended by SQL Server report creators who are interested in alternative methods of presenting data. Overview After completing this course, students will be able to: ? Perform Power BI desktop data transformation. ? Describe Power BI desktop modelling. ? Create a Power BI desktop visualization. ? Implement the Power BI service. ? Describe how to connect to Excel data. ? Describe how to collaborate with Power BI data. ? Connect directly to data stores. ? Describe the Power BI developer API. ? Describe the Power BI mobile app. The main purpose of the course is to give students a good understanding of data analysis with Power BI. The course includes creating visualizations, the Power BI Service, and the Power BI Mobile App. Introduction to Self-Service BI Solutions Introduction to business intelligence Introduction to data analysis Introduction to data visualization Overview of self-service BI Considerations for self-service BI Microsoft tools for self-service BI Lab : Exploring an Enterprise BI solution Introducing Power BI Power BI The Power BI service Lab : Creating a Power BI dashboard Power BI Using Excel as a data source for Power BI The Power BI data model Using databases as a data source for Power BI The Power BI service Lab : Importing data into Power BI Shaping and Combining Data Power BI desktop queries Shaping data Combining data Lab : Shaping and combining data Modelling data Relationships DAX queries Calculations and measures Lab : Modelling Data Interactive Data Visualizations Creating Power BI reports Managing a Power BI solution Lab : Creating a Power BI report Direct Connectivity Cloud data Connecting to analysis services Lab : Direct Connectivity Developer API The developer API Custom visuals Lab : Using the developer API Power BI mobile app The Power BI mobile app Using the Power BI mobile app Power BI embedded
Duration 2 Days 12 CPD hours This course is intended for This is an Intermediate PowerBI course geared for experienced users who wish to leverage the tool's more advanced capabilities Overview This course is about 50% hands-on lab and 50% lecture, designed to train attendees in essential PowerBI data handling functions and reporting skills, coupling the most current, effective techniques with the soundest practices. Attendees of this course will gain practical examples from the experienced instructor who has deployed and configured Power BI reporting in a wide variety of businesses. Working in a hands-on learning environment led by our expert facilitator, students will learn how to: Create Advanced Power BI Reports Advanced understanding of the data schemas and extracting data Perform advanced transformations of data or any data schema Utilize time-phased data in the creation of complex analyses Create new measures using DAX Filter data using row-level security Create and deploy content packs Use Power BI to integrate with line-of-business applications Next Level Power BI for Experienced Users is a two day, course that provides attendees already experienced with Microsoft Power BI basics with a hands-on exploration of intermediate and beyond level features. This course is geared for attendees ready to learn the advanced techniques that you, your business analysts, and your stakeholders need to create complex information from projects, program, and portfolio reporting to utilizing time-phased data and, potentially, data from your enterprise?s other line-of-business tools. Get Project Online Data Select and mine relevant tables with ODATA Advanced ODATA data mining Importing other data formats Advanced Editing of data queries Advanced Data Transformations Managing table relationships Creating & using data hierarchies Creating custom columns and measures and metrics for filtering and reporting Creating Power BI Reports Using advanced visualizations Configuring drill-down Modifying visual interactions Importing and creating custom visuals Configure Power BI Security Creating Dashboard and row-level security Utilizing Filtering using row-level security Publishing Reports and Dashboards Building Mobile Reporting Creating and deploying content packs Configuring natural language query