Business Intelligence and dashboards using Microsoft Power BI

Training Outline

  • • Power BI’s strength and weakness compared to the other popular BI tools

    • Important concepts of Power BI

    • Power BI Architecture

    • Power BI Service

    • Power BI Desktop

    • Power BI Mobile

    • Power BI Data Gateway

  • • Data Sources in Power BI Desktop

    • Connect to web data and web apps

    • Import Excel Workbooks

    • Connect to enterprise Databases

    • Connect to enterprise applications

    • The rule of no intermediary for best benefits

  • • Get Data – Knowing whether to Load or Edit

    • Model section of the report builder (Power BI Desktop)

    o Creating Relationships

    o Cardinality

    o Direction

    • Data section of the report builder (Power BI Desktop)

    o Data Type

    o Data Format

    o DAX

     New Column

     New Measure

     New Table

     Must know DAX formulas

     DAX formula reference guide

    o Row level Security

    • Report section of the report builder (Power BI Desktop)

    o Report creation

    o Native Visuals

    o Custom Visuals

    o Menu Tools for professional looking reports

    o Edit Interactions

    o Report creation from scratch

    • Power Query

    o Transforming and Combining Data pre-loading to Model

    o Common Power Query tasks

     Unpivot

     Split Column

     Append Tables

     Merge Tables

     Remove rows

     Use first row as header

     Parameters

     Add Columns

     Group By

     Extract

     Fill

     Transpose

     Advanced Query for M code editing

     Blank Query (M code writing)

    • Understanding when to use Power Query or M code and when to use DAX

    • Sample Projects

    Report Publishing, Dashboards and Power BI Service

    • Understanding the concept of Workspaces

    • Publishing report (from Power BI desktop to Power BI service for consumption)

    • Controlling access to aspects of the report by role (region, department or level)

    • Published Report options

    o Exporting to PowerPoint or PDF

    o Embedding in SharePoint

    o Embedding in a website

    o Making it available via a web link

    o Sharing with specific users

    o Editing the report – adding new visuals, changing visuals used and creating new report pages

    o Adding comments and tagging users

    o Scheduling the report to send our daily or weekly to specific people

    • Creating a Dashboard

    o Can be created from one or more reports to show management useful analysis

    o Can incorporate data and visuals from other people’s dashboards or reports shared with you

    o Add Tile or Streaming data (APIs)

    o Set Alerts to be instantly notified when a KPI is reached or an SLA is breached

    o Add actionable comments

    o Schedule the dashboard to be sent out daily or weekly to specific people

    o Share the dashboard with final users

    • Best practices

    • Setting automatic/scheduled refresh so new data is ingested automatically

    • Data Gateway configuration

    o The type of data sources that require data gateway

  • • Q&A for autogenerating charts and tables in answer to questions

    • Quick Insights for autogenerating reports from datasets

    • Creating Apps

    • Installing Apps to hasten report creation and prototypes or connect to non-native data source

    • Integrating with Python and R

  • Lots of hands-on practice/projects from day 1 to day 2 and after training weekly/monthly tasks/projects to help internalize skills acquired.

$200.00
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