Power BI 1 Week Intensive Training Course

Our Power BI 1 Week Intensive Training Course offers comprehensive coverage of both basic and advanced features of Microsoft Power BI. This course is designed for users who are new to Power BI, but who intend to use the program extensively in their business workflows.

You should consider taking this course when your company has recently adopted, or are about to adopt Power BI; and you will be playing a pivotal, hands-on role in content-creation and sharing using Power BI Desktop and the Power BI service.

The Power BI 1 Week Intensive Training Course consists of three components: Power BI Introduction, Power BI Intermediate and Power BI Advanced.

We run the Power BI 1 Week Intensive Training Course every month as a public, instructor-led online course. We can also deliver a private online version of this course for up to eight people, allowing your staff to take the training either from the office or at home.

Course Outline

Power BI Introduction

Getting started

The key components of Power BI; What is Power BI Desktop; The Power BI service; Power BI free vs Power BI Pro; Power BI vs Excel add-ins; Dashboards, reports and datasets

Connecting to software services

Understanding content packs for services; Google Analytics content pack; Salesforce content pack; Microsoft Dynamics CRM content pack

Getting data into Power BI

Connecting to data sources in the Power BI service; Connecting to data sources in Power BI Desktop; Importing excel workbooks; Importing Access databases; Connecting to SQL Server

Cleaning up and transforming data

Using the Query Editor; Creating a query; Understanding query steps; Automatically generated steps; Removing query steps; Modifying query steps; Renaming columns; Reordering and removing columns; Changing data types; The close & apply command

Data modelling

Working in data view; Working in relationship view; Auto-detection of table relationships; Creating table relationships manually; Setting cardinality; Cross filter direction

Using DAX

Creating Calculated columns; Creating measures; Understanding row context; Understanding filter context; The SUMX function; The CALCULATE function; The ALL function; The FILTER function; Using time intelligence functions

Creating reports

Working in report view; Creating tables and key metrics; Working with matrixes; Filtering data with slicers

Creating visualizations

Creating column and bar charts; Creating line and area charts; Creating scatter charts; Treemap visualizations; Using charts as slicers; Using maps with geographical data; Using custom visuals in your reports

Publishing content

Publishing Power BI Desktop reports; Printing and exporting dashboards and reports; Creating Groups in the Power BI service; Creating content Packs; Assigning groups to content packs; Sharing dashboards with your organization; Publishing reports to the web; Embedding a report in a web page

Creating Power BI Mobile Content

Optimising visuals for small viewports; Creating a phone version of a dashboard; Creating phone-optimised reports

Consuming and customizing content

Browsing group content; Using content packs; Creating read-only versions; Using Quick Insights in Power BI; Creating dashboards from your reports; Querying with natural language; Creating custom Q & A suggestions

Refreshing content

Setting up a personal gateway; Customizing dataset refresh settings; Scheduling a refresh frequency; Setting up enterprise gateways; Managing enterprise gateways; Adding and removing data sources, Creating live connections to data

Power BI Intermediate

Parameters and Templates

Benefits of parameters and templates; Creating parameters; Parameter value types; Parameterizing data sources; parameterizing filters; Creating a template; Using a template

Power Query Functions

Converting a query to a function; Understanding function syntax; Invoking a function

DAX Time Intelligence

Calendar tables; Power BI Auto Date/Time feature; The TOTALYTD function; Specifying end of fiscal year;Calculating running totals; the SAMEPERIODLASTYEAR function; the PARALLELPERIOD function; Using the DATEADD function for maximum flexibility

What If Parameters

Creating a what-if parameter; Specifying limits; Referencing the parameter measure; Incorporating parameter values in your model

Excel Integration

Analyze in Excel; Installing Power BI Publisher for Excel; Creating pivot table reports from Power BI data sources; The importance of data types; Error – The field that you are moving cannot be placed in that PivotTable area; Pinning Excel content to a Power BI dashboard

Custom visuals

Overview of custom visuals; Chiclet Slicer; Timeline; Advanced Time Slicer; Hierarchy Slicer; Synoptic Panel; Waffle Chart; Percentile Chart; Box and Whisker; Histogram; Bullet Chart; KPI Indicator; GlobeMap; Table Heatmap; WordCloud

Business narration

Planning narratives; Self-running narratives; Interactive narratives; Using the Pulse chart visual; Using the Scroller visual; Using Narratives for Power BI; Using video clips in your visuals

PowerPoint integration

Constructing a narrative in PowerPoint, Using export to PowerPoint, Embedding live reports into a PowerPoint presentation

Power BI Advanced

The Power Query Formula Language

Using The Formula Bar; Using The Advanced Editor; Overview Of The M Language; Exploring M using #shared

Understanding Automatically Generated Code

Excel.Workbook; File.Contents; Table.TransformColumns; Table.TransformColumnTypes; Table.UnpivotColumns; Table.UnpivotOtherColumns

Creating custom functions in M

Defining a function; Defining input parameters; The goes-to operator; Defining the function body; Using optional parameters; Calling functions

Iteration Techniques

Benefit of generating lists; Generating lists of numbers; Generating lists of dates; Generating alphanumeric lists; Using the each function; Applying a function to a list of files

Advanced DAX

Using DAX Studio, Writing complex formulas, Using variables, Calculating moving averages, Calculating running totals, Percentile calculations, Creating advanced time intelligence formulas, Using multiple date tables, Working with non-standard calendars

Working with calculated tables

Creating calculated tables, DAX functions that return tables, The CALCULATETABLE function, The ADDCOLUMNS function, The SUMMARIZE function, SUMMARIZE with ROLLUP, VALUES and DISTINCT functions, The CROSSJOIN function, The TOPN function, The ROW function, Using calculated tables within the data model

Using parameter tables

What is a parameter table, When to use parameter tables, Using the HASONEVALUE function, Using the VALUES function, Creating custom slicers, Creating multiple parameter table solutions

Using ArcGIS Maps for Power BI

Overview of ArgGIS maps integration, Selecting a base map, Creating heat maps, Adding demographic layers, Searching for layers on ArgGIS online

Using R Visualizations and Datasets

Overview of R integration, Configuring R Script Options, Using the R Script editor, Creating correlation plots, Creating predictive plots, Interacting with Power BI visuals

Advanced dashboard tiles

Adding custom links to a dashboard, Using th web content widget, Using the video widget, Real-time streaming dashboard tiles

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