Power BI Desktop Introduction

Who this course is for

• Anyone looking to pursue a career in data analysis or business intelligence
• Data analysts and Excel users hoping to develop advanced data modelling, dashboard design and business intelligence skills
• People who want to understand how to create customized visuals
• All Excel users who work with data, reports and dashboards
• Management Accountants who are required to report on transactional data sets
• Marketing and Operational Analysts
• Entrepreneurs / CEO / Accountants looking to master the Data Analysis process
• Anyone wanting to transition into Business Analytics

Course Requirements or Prerequisites

• Microsoft Power BI Desktop downloaded (free download) on a Windows computer
• You will need to know the basics of working with data in Excel
• Basic understanding of data analysis is a plus but not required
• No prior knowledge of Power BI required

Learning Objectives

• Learn Power BI best practices, tips, and tricks
• Understand Power BI Desktop and its components
• Learn how to connect to different data sources using Query Editor
• Learn how to work in different views of the Data Model
• Learn to create calculated columns and measures
• Learn to use the DAX formula language to develop powerful calculations
• Learn how to create a wide range of charts and visualizations
• Learn how to create, modify, and customize interactive dashboards, visualizations, and reports to convey specific business KPIs and measures

Introducing Power BI Desktop

• Understanding the Power BI tools
• An Overview of the Workflow
• Introducing the Different Views of the Data Model

An Introduction to the Query Editor (Extract, Transform & Load)

• What is the Query Editor?
• Looking at the Query Editor Interface
• Types of Data Connectors
• Transform basic tables
• Formatting text, numbers and dates
• Index and Conditional columns
• Pivoting and unpivoting columns
• Modifying, merging and appending queries
• Query Editor best practices

Working on the Data Model

• Introduction to Database Normalization
• FACT tables vs DIMENSION tables
• Introducing and understanding relationships
• Active vs Inactive Relationships
• Understanding Cardinality
• Star vs Snowflake Schemas
• Connecting Multiple data tables
• Cross filter selection and Many-to-many relationships
• Hiding fields from the Report view
• Data Modelling best practices

Working with DAX

• Introduction to DAX
• DAX and calculated columns
• DAX syntax and operators
• Common Power BI functions
• Date and Time intelligence formulas
• Logical and Conditional Formulas
• Text, Math and Stats functions
• DAX best practices

Working in Report View to Visualize Results

• Introduction to Report View
• Understand the Power View Interface and add basic charts
• Formatting and filtering options
• Matrix visuals
• Slicers and Timelines
• Creating Cards and KPIs
• Power BI Maps
• Types of visualizations
• Applying different filter types
• Managing and Viewing roles
• Data Visualization best practices