This course will allow you to explore the potential of self-service business intelligence using Power BI Desktop to analyse and connect to different sources of data, creating Relationships between those different datasets, Query the data using Shaping and data Modelling, to create Visualizations, and publish Reports to different platforms . Course Objectives At the end of this course you will be able to: Connect to data from different sources. Use the Query Editor Perform Power BI desktop data Shaping and Transformation. Create Power BI desktop Modelling. Create Power BI desktop Visualizations and Reports. ' 1 year email support service Take a closer look at the consistent excellent feedback from our growing corporate clients visiting our site ms-officetraining co uk With more than 20 years experience, we deliver courses on all levels of the Desktop version of Microsoft Office and Office 365; ranging from Beginner, Intermediate, Advanced to the VBA level and Business Intelligence. Our trainers are Microsoft certified professionals with a proven track record with several years experience in delivering public, one to one, tailored and bespoke courses. Our competitive rates start from £550.00 per day of training Tailored training courses: You can choose to run the course exactly as they are outlined by us or we can customise it so that it meets your specific needs. A tailored or bespoke course will follow the standard outline but may be adapted to your specific organisational needs. Please visit our site (ms-officetraining co uk) to get a feel of the excellent feedback our courses have had and look at other courses you might be interested in. Introduction to Power BI Power BI Jargon explained A quick look at Power BI Desktop A quick look at the Power BI service Helpful resources Power BI and Excel Introduction to using Excel data in Power BI Upload Excel data to Power BI Import Power View and Power Pivot to Power BI Getting started with Power BI Desktop Overview of Power BI Desktop Accessing Help and Helpful resources Connect to data sources in Power BI Desktop Shaping and Transforming Data with Query Editor Introduction to the Query Editor Data Sources Power BI Desktop can Connect to Introduction to Steps and M code Combining Data Using Merge and Append Queries Data Type Properties Working with Delimiters Clean and transform your data with the Query Editor Text Specific Transformation Tools Number Specific Transformation Tools Date Specific Transformation Tools Split and Merge columns Creating an Index Column Adding Conditional Columns Columns From Examples Grouping and Aggregating data Pivoting and Unpivoting Using filters Modeling the data Introduction to modeling your data How to manage your data relationships Create calculated columns Optimizing data models Create calculated measures Show Values As and Quick Measures Create calculated tables Explore your time-based data Introduction to DAX DAX calculation types DAX functions Visualizations Introduction to visuals in Power BI Create and customize simple visualizations Modify colors in charts and visuals Shapes, text boxes, and images Page layout and formatting Group interactions among visualizations Visual hierarchies and drill-down Using custom visualizations Create a KPI Visualization Geo-Data and Maps Reports, Publishing and Sharing Introduction to the Power BI service Quick insights in Power BI Create and configure a dashboard Ask questions of your data with natural language Create custom Q&A suggestions Share dashboards with your organization Introduction to content packs, security, and groups Publish Power BI Desktop reports Print and export dashboards and reports Create groups in Power BI Use content packs Update content packs Publish to web Who is this course for? Who is this course for? This course facilitates you with knowledge on the potential for Power BI Desktop to analyse and connect to different sources of data, creating Relationships between those different datasets, Query the data using Shaping and data Modelling, and to create Visualizations, and publish Reports to different platforms. Requirements Requirements Before attending this course, delegates should have: - A general knowledge of database concepts (fields, records and relationships) - Familiarity with Excel. Career path Career path Business Intelligence Data Analysis ETL & Data Warehousing
OVERVIEW Prerequisites—DIAD training or equivalent working experience This one-day course will cover Power BI report layouts and structure the agile process to creating Power BI data visualizations. It will help attendees to understand the art behind visualizations, the implications behind choosing the right charts, the impact of color, shape, and size, and finally the use of Power BI custom visuals. The course includes various design patterns of dashboards and reports, as well as best practices for authoring great reports and dashboards for business users. The course content is managed by the Power BI engineering team at Microsoft. There is no exam associated with the course. COURSE BENEFITS: Understand the need for storytelling with data Understand the agile process to creating Power BI data visualizations Understand the art behind visualizations Gain familiarity with Power BI report layouts and structure Understand implications behind choosing the right charts Gain familiarity with using Power BI custom visuals WHO IS THE COURSE FOR? Power BI report developers who wish to improve the aesthetic quality of their reports Power BI and other BI practitioners who would like to understand more about the theory of data visualization BI practitioners who wish to create reports that communicate the meaning behind the data more clearly Power BI users who would like to explore the types of chart and visual available that answer different types of business question COURSE OUTLINE Module 1 What Is Storytelling With Data? Volume, Velocity and Variety The importance of business questions What is a story in this context? Module 2 The Science Behind Data Visualization Basic problems to avoid Memory and visualization Ways to spark iconic, short-term and long-term memory Module 3 The Process Behind Data Visualization Using an agile approach to report development Data structure and data grain Converting the story to a data model Module 4 Dashboards And Reports Terminology and definitions Dashboard layout and structure Report layout and structure Storyboarding Drill-through, bookmarks, toggles and tooltips Module 5 Chart Selection Charts for comparison Time series Proportions Constructing effective tables, cards and slicers Scatterplots Module 6 Accessibility And Custom Visuals Report accessibility checklists Custom visuals Creating a custom R visual Charticulator Module 7 Publishing And Formatting Colour schemes Making a Power BI theme Use of fonts, icons and symbols Sizing dashboard and report tiles Sparklines, hyperlinks and images Module 8 Report Authoring - Best Practices Design thought process The audience Defining the platform environment The user experience Visualization Implementation and testing Optimization Module 9 Dashboard And Goals Design Tips and tricks Best practices for dashboard design Tracking business metrics with goals
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Duration 1 Days 6 CPD hours This course is intended for The student should be familiar with Excel and the concepts of datasets and basic reporting. Overview Understand and utilize Power BI Online. Understand and examine the differences between Power BI Desktop and Power BI Online. Understand and explore the Power BI Online interface. Understand and perform importing Excel worksheets, CSV, TXT, PBIX. Understand connecting to databases. Understand other forms of data. Understand data refresh. Understand and perform creating a new Power BI report. Understand and perform adding filters to a report. Understand and perform adding KPI's to a report. Understand and perform creating a Power BI dashboard. Understand and perform pinning tiles. Understand sharing reports and dashboards. Understand Power BI Mobile. This Logical Operations courseware is no longer available on the LO Store, but can be purchased by phone orderThis one-day course familiarizes the student with Power BI Online, which allows the student to intuitively discover and automate the import, transformation, and combination of data across a variety of data sources. COURSE OVERVIEW Introduction Course Materials Facilities Prerequisites What We'll Be Discussing INTRODUCTION TO POWER BI ONLINE What is Power BI Online Examining the Differences Between Power BI Desktop and Power BI Online Exploring the Power BI Online Interface IMPORTING DATA Utilizing Excel (.xlsx or .xlsm), Comma Separated Value (.csv), and Power BI Desktop (.pbix) Files Connecting to Databases Examining Other Forms of Data Understanding Data Refresh CREATING REPORTS Creating a New Power BI Report Adding Filters to a Power BI Report Adding KPI?s to a Report CONFIGURING DASHBOARDS Creating a Power BI Dashboard Pinning Tiles SHARING REPORTS AND DASHBOARDS Sharing Reports and Dashboards Exploring Power BI Mobile
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
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
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