OVERVIEW
This course will discuss the various methods and best practices that are in line with business and technical requirements for modelling, visualizing, and analysing data with Power BI. The course will also show how to access and process data from a range of data sources including both relational and non-relational data. This course will also explore how to implement proper security standards and policies across the Power BI spectrum including datasets and groups. The course will also discuss how to manage and deploy reports and dashboards for sharing and content distribution. Finally, this course will show how to build paginated reports within the Power BI service and publish them to a workspace for inclusion within Power BI.
Upon successful completion of this course, students will be able to:
- Ingest, clean, and transform data.
- Model data for performance and scalability.
- Design and create reports for data analysis.
- Apply and perform advanced report analytics.
- Manage and share report assets.
- Get familiar with paginated reports in Power BI
- Typically spans 3 days (9am to 5pm).
- Nonetheless, we can customize both the program’s duration and schedule to cater to unique client requirements (e.g., compact 1-day workshops or extended sessions beyond 3 days).
- Data analysts and business intelligence professionals
- Business professionals working with large datasets
- IT professionals involved in data analysis and visualization
- Individuals seeking to enhance their data analysis skills using Power BI Desktop
PROGRAM OUTLINE
This module explores the different roles in the data space, outlines the important roles and responsibilities of a Data Analysts, and then explores the landscape of the Power BI portfolio.
Lesson 1.1: Data Analytics and Microsoft
- Introduction
- Overview of Data Analysis
- Roles in Data
- Tasks of a Data Analyst
Lesson 1.2: Get Started Building with Power BI
- Introduction
- Use Power BI
- Building Blocks of Power BI
- Touring and Using Power BI Services
- Touring and Using Power BI Desktop
Lab: Getting Started (only with 4 Days Instructor-led Training)
- Getting Started
This module explores identifying and retrieving data from various data sources. You will also learn the options for connectivity and data storage and understand the difference and performance implications of connecting directly to data vs. importing it.
Lesson 2.1: Get Data from Various Data Sources
- Introduction to getting data
- Get data from flat files
- Get data from relational data sources
- Get data from NoSQL
- Get data from applications
- Get data from Analysis Services
- Get data from Microsoft Dataverse
- Get data from a Dataflow
Lesson 2.2: Optimize Performance
- Select a storage mode
- Fix performance issues
- Optimize performance in Power Query
- Query folding
Lesson 2.3: Resolve Data Errors
- Identify and resolve data import errors
Lab: Preparing Data in Power BI Desktop (only with 4 Days Instructor-led Training)
- Prepare Data
This module teaches you the process of profiling and understanding the condition of the data. They will learn how to identify anomalies, look at the size and shape of their data, and perform the proper data cleaning and transforming steps to prepare the data for loading into the model.
Lesson 3.1: Data Shaping
- Introduction
- Identify column header and names
- Shaping table structure
- Pivot and Unpivot
Lesson 3.2: Enhance the Data Structure
- Apply user-friendly value replacements
- Evaluate and change column data types
- Combine multiple tables into a single table
- Use Advanced Editor to modify m code
Lesson 3.3: Data Profiling
- Profiling data
Lab: Transforming and Loading Data (only with 4 Days Instructor-led Training)
- Loading Data
This module teaches the fundamental concepts of designing and developing a data model for proper performance and scalability. This module will also help you understand and tackle many of the common data modelling issues, including relationships, security, and performance.
Lesson 4.1: Introduction to Data Modelling
- Introduction to data modelling
- Joins and relationships
- Star schemas
Lesson 4.2: Working with Tables
- Define and configure table and column properties
- Create a dates table
- Relationships and cardinality
- Modelling Challenges
- Combine queries
Lab: Data Modelling in Power BI Desktop (only with 4 Days Instructor-led Training)
- Create Model Relationships
- Configure Tables
- Review the model interface
- Create Quick Measures
Lesson 4.3: Dimensions and Hierarchies
- Introduction to Dimensions and Hierarchies
- Role-playing dimensions
- Creating new Hierarchies
Lab: Advanced Data Modelling in Power BI Desktop (only with 4 Days Instructor-led Training)
- Configure many-to-many relationships
- Enforce row-level security
This module introduces you to the world of DAX and its true power for enhancing a model. You will learn about aggregations and the concepts of Measures, calculated columns and tables, and Time Intelligence functions to solve calculation and data analysis problems.
Lesson 5.1: Introduction to DAX
- What is DAX
- Measures
- Calculated columns
- Columns vs measures
Lesson 5.2: Real Time Dashboards
- Understanding Context
- The CALCULATE function
Lab: Introduction to DAX in Power BI Desktop (only with 4 Days Instructor-led Training)
- Create calculated tables
- Create calculated columns
- Create measures
Lesson 5.3: Advanced DAX
- Using relationships effectively
- Semi-additive Measures
- Time-Intelligence
Lab: Advanced DAX in Power BI Desktop (only with 4 Days Instructor-led Training)
- Use the CALCULATE() function to manipulate filter context
- Use Time Intelligence functions
- Introduction to performance optimization
- Use variables to improve performance and troubleshooting
- Performance Analyzer
- Review performance results
- Analyse query plans
- Reduce Cardinality
- Implement table granularity
Lesson 6.2: Optimize DirectQuery Models
- Introduction
- Implications of using DirectQuery
- Optimize performance
This module introduces you to the fundamental concepts and principles of designing and building a report, including selecting the correct visuals, designing a page layout, and applying basic but critical functionality. The important topic of designing for accessibility is also covered.
Lesson 7.1: Design a Report
- Introduction
- Design a report layout
- Choosing effective visualizations
- Adding visualizations to reports
- Import a custom visual
- Add an R or Python visual
- Format and configure visualizations
- Basic Interactions
- Configure conditional formatting
- Design report navigation
Lab: Designing a report in Power BI (only with 4 Days Instructor-led Training)
- Create a live connection in Power BI Desktop
- Design a report
- Configure visual fields and format properties
Lesson 7.2: Enhance the Report
- Introduction
- Apply slicing, filtering, and sorting
- Performance tuning reports
- Commenting on reports
- Advanced interactions and drill throughs
- Add buttons, bookmark, and selections
- Key Performance Indicators
- Publish and export reports
- Introduction to paginated reports
- When are they the right fit
Lab: Enhancing Power BI Reports with Interaction and Formatting (only with 4 Days Instructor-led Training)
- Create and configure Sync Slicers
- Create a drill through page
- Apply conditional formatting
- Create and use Bookmarks
In this module you will learn how to tell a compelling story through the use of dashboards and the different navigation tools available to provide navigation. You will be introduced to features and functionality and how to enhance dashboards for usability and insights.
Lesson 8.1: Create a Dashboard
- Introduction to Dashboards
- Add a dashboard theme
- Set mobile view
Lesson 8.2: Real-Time Dashboards
- Create a real-time dashboard
- Configure data alerts
- Pin a live report page to a dashboard
Lesson 8.3: Enhance a Dashboard
- Explore data by asking questions (The Q&A feature)
- Quick Insights
- Configure sensitivity labels
Lab: Designing a Report in Power BI Desktop (only with 4 Days Instructor-led Training)
- Create a Dashboard
- Pin visuals to a Dashboard
- Configure a Dashboard tile alert
- Use Q&A to create a dashboard tile
This module helps you apply additional features to enhance the report for analytical insights in the data, equipping you with the steps to use the report for actual data analysis. You will also perform advanced analytics using AI visuals on the report for even deeper and meaningful data insights.
Lesson 9.1: Advanced Analytics
- Introduction to Advanced Analytics
- Identify outliers
- Using the Analyse feature
- Advanced analytics custom visuals
- Groupings and Binnings
- Clustering Techniques
Lesson 9.2: Data Insights Through AI Visuals
- Introduction
- The Q&A Visual
- AI Insights
Lab: Data Analysis in Power BI Desktop (only with 4 Days Instructor-led Training)
- Create animated scatter charts
- Use the visual to forecast values
- Work with Decomposition Tree visual
- Work with the Key Influencers visual
This module will introduce you to Workspaces, including how to create and manage them. You will also learn how to share content, including reports and dashboards, and then learn how to distribute an App.
Lesson 10.1: Creating Workspaces
- Introduction to Workspaces
- Create a Workspace
- Assign workspace roles
- Create Apps
- Configure and update a Workspace App
Lesson 10.2: Sharing and Managing Assets
- Monitor usage and performance
- Viewing data lineage
- Data Protection
Lab: Publishing and Sharing Power BI Content (only with 4 Days Instructor-led Training)
- Map security principals to dataset roles
- Share a dashboard
- Publish an App
In this module you will learn the concepts of managing Power BI assets, including datasets and workspaces. You will also publish datasets to the Power BI service, then refresh and secure them.
Lesson 11.1: Parameters
- Introduction to datasets and parameters
- Dynamic reports with parameters
Lesson 11.2: Datasets
- Dataset scheduled refresh
- Troubleshoot service connectivity with and without gateway
This module teaches you the steps for implementing and configuring security in Power BI to secure Power BI assets.
Lesson 12.1: Security in Power BI
- Security overview in Power BI
- Static Method
- Dynamic Method
PROGRAM METHODOLOGY
- Hands-on Activities: Practical exercises to reinforce theoretical concepts.
- Group Discussions: Opportunities for peer-to-peer learning and exchange of ideas.
- Role Plays: Simulations of realistic situations to build practical skills.
- Feedback Sessions: Reviews and reflections to encourage improvement.
- Problem-solving Exercises: Develop critical thinking and decision-making skills.
- Experiential Learning: Learning by doing, promoting active involvement.
- Interactive Lectures: Engaging presentations by experts in the field.
- Case Studies: Real-world scenarios for learners to apply their knowledge.
- Quizzes & Tests: Regular assessments to track learning progress.
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