This one-day course focuses on issues such as writing formulas and accessing help while writing them, and taking formulas to the next level by nesting one inside another for a powerful formula result. It also looks at ways of analysing data with reports, summarised by varying criteria. A range of time-saving tips and tricks are shared.
This course will help participants:
Calculate with absolute reference
Group worksheets
Link to tables
Use the function library effectively
Get to grips with the logical IF function
Use conditional formatting
Create pivot table reports
Use data validation
Master the VLOOKUP function
1 Calculating with absolute reference
The difference between a relative and absolute formula
Changing a relative formula to an absolute
Using $ signs to lock cells when copying formulas
2 Grouping worksheets
Grouping sheets together
Inputting data into multiple sheets
Writing a 3D formula to sum tables across sheets
3 Linking to tables
Linking to a source table
Using paste link to link a table to another file
Using edit links to manage linked tables
4 The function library
Benefits of writing formulas in the function library
Finding the right formula using insert function
Outputting statistics with COUNTA and COUNTBLANK
Counting criteria in a list with COUNTIFS
5 Logical IF Function
Outputting results from tests
Running multiple tests for multiple results
The concept of outputting results from numbers
6 Conditional formatting
Enabling text and numbers to standout
Applying colour to data using rules
Managing rules
Copying rules with the format painter
7 View side by side
Comparing two Excel tables together
Comparing two sheets together in the same file
8 Pivot table reports
Analysing data with pivot tables
Managing a pivot table's layout
Outputting statistical reports
Controlling number formats
Visualising reports with pivot charts
Inserting slicers for filtering data
9 Data validation
Restricting data input with data validation
Speeding up data entry with data validation
10 VLOOKUP function
Best practices for writing a VLOOKUP
A false type lookup
A true type lookup
Enhance formula results with IFNA
11 Print options
Getting the most from print
Printing page titles across pages
Scaling content for print
Delivered in Harpenden or UK Wide or OnlineHarpenden or UK WideorOnlineFlexible Dates
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
Delivered in Harpenden or UK Wide or OnlineHarpenden or UK WideorOnlineFlexible Dates
Power BI is a powerful data visualisation program that allows businesses to monitor data, analyse trends, and make decisions. This course is designed to provide a solid understanding of the reporting side of Power BI, the dashboards, where administrators, and end users can interact with dynamic visuals that communicates information.
This course focuses entirely on the creation and design of visualisations in dashboards, including a range of chart types, engaging maps, and different types of tables. Designing dashboards with KPI's (key performance indicators), heatmaps, flowcharts, sparklines, and compare multiple variables with trendlines.
This one-day programme focuses entirely on creating dashboards, by using the many visualisation tools available in Power BI.
You will learn to build dynamic, user-friendly interfaces in both Power BI Desktop and Power BI Service.
1 Introduction
Power BI ecosystem
Things to keep in mind
Selecting dashboard colours
Importing visuals into Power BI
Data sources for your analysis
Joining tables in Power BI
2 Working with data
Utilising a report theme
Table visuals
Matrix visuals
Drilling into hierarchies
Applying static filters
Group numbers with lists
Group numbers with bins
3 Creating visuals
Heatmaps in Power BI
Visualising time-intelligence trends
Ranking categorical totals
Comparing proportions
View trends with sparklines
4 Comparing variables
Insert key performance indicators (KPI)
Visualising trendlines as KPI
Forecasting with trendlines
Visualising flows with Sankey diagrams
Creating a scatter plot
5 Mapping options
Map visuals
Using a filled map
Mapping with latitude and longitude
Mapping with ArcGIS or ESRI
6 Creating dashboards
High-level dashboard
Migration analysis dashboard
Adding slicers for filtering
Promote interaction with nudge prompts
Searching the dashboard with a slicer
Creating dynamic labels
Highlighting key points on the dashboard
Customised visualisation tooltips
Syncing slicers across pages
7 Sharing dashboards
Setting up and formatting phone views
Exporting data
Creating PDF files
Uploading to the cloud
Share dashboards in SharePoint online
Delivered in Harpenden or UK Wide or OnlineHarpenden or UK WideorOnlineFlexible Dates
This course is designed for those already using Power BI Desktop and are ready to work with more comprehensive elements of analysing and reporting in Power BI. The course maintains a balanced look at data analysis including the Power Query Editor, with a deep dive into writing DAX formulas, and enhanced dashboard visualisations.
The aim of this course is to provide a more complete understanding of the whole Power BI analytics process, by working with business examples that will equip you with the necessary skills to output comprehensive reports and explore Power BI's analytical capabilities in more depth.
1 The Query Editor
Grouping rows in a table
Split row by delimiter
Add days to determine deadlines
The query editor
2 Fuzzy Matching Joins
Matching inconsistencies by percentage
Matching with transformation table
3 The Query Editor M Functions
Adding custom columns
Creating an IF function
Nested AND logics in an IF function
4 DAX New Columns Functions
Including TRUE with SWITCH
Using multiple conditions
The FIND DAX function
The IF DAX function
Logical functions IF, AND, OR
5 Editing DAX Measures
Making DAX easier to read
Add comments to a measure
Using quick measures
6 The Anatomy of CALCULATE
Understanding CALCULATE filters
Add context to CALCULATE with FILTER
Using CALCULATE with a threshold
7 The ALL Measure
Anatomy of ALL
Create an ALL measure
Using ALL as a filter
Use ALL for percentages
8 DAX Iterators
Anatomy of iterators
A closer look at SUMX
Using RELATED with SUMX
Create a RANKX
RANKX with ALL
9 Date and Time Functions
Overview of functions
Create a DATEDIFF function
10 Time Intelligent Measures
Compare historical monthly data
Create a DATEADD measure
Creating cumulative totals
Creating cumulative measures
Visualising cumulative totals
11 Visualisations In-Depth
Utilising report themes
Applying static filters
Group data using lists
Group numbers using bins
Creating heatmaps
Comparing proportions
View trends with sparklines
12 Comparing Variables
Visualising trendlines as KPI
Forecasting with trendlines
Creating a scatter plot
Creating dynamic labels
Customised visualisation tooltips
Export reports to SharePoint
Delivered in Harpenden or UK Wide or OnlineHarpenden or UK WideorOnlineFlexible Dates
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
Delivered in Harpenden or UK Wide or OnlineHarpenden or UK WideorOnlineFlexible Dates
Price on Enquiry
Power BI - introduction to intermediate (2 days) (In-House)
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
Delivered in Harpenden or UK Wide or OnlineHarpenden or UK WideorOnlineFlexible Dates