Create Reports and Dashboard with Power BI

Introduction to Power BI

This module introduces the fundamental concepts of the Power BI platform. It provides a high level overview of Power BI Desktop and the Power BI Cloud Service. Participants will also setup a trial Office 365 subscription which will be used throughout the course when publishing and sharing Power BI artifacts.

• The need for Business Intelligence
• Self-Service BI versus Enterprise BI
• Core concepts of Power BI
• Introducing Power BI Desktop
• Introducing the Power BI Service
• Power BI Service Tiers and Features

AXA Governance

• Reminder on community & SharePoint (for help/ Support): https://axa365.sharepoint.com/sites/DataAnalyticsBI/SitePages/Guidelines-for-the-AXA-SSAS-PowerBI-solution.aspx

Designing Reports in Power BI Desktop

After the data model has been fine-tuned, we can use it to create our reports. Power BI allows you to create very impressive reports, and in this module we will explore many visualizations as well as the interaction between these visualizations.

• Create a live Connection to Azure Data Model
• Alternative: Use Power Query to connect to Data
• Overview of the Report Canvas
• Adding text boxes, shapes and images
• Using built-in visualizations
• Add style and branding through themes
• Printing a Power BI Report
• Creating Power BI Templates
• How to use AXA template?
• Defining calculated columns and measures using DAX
• Working with Quick Measures
• What does 'context' stand for?(short explanation)
• LAB: Designing Reports in Power BI Desktop

Enhancing Reports in Power BI Desktop

Sometimes a static report just isn't enough. In this module you'll learn how to make interactive reports which are easy to use for any type of end user. Take your reports to the next level.

• Working with Slicers and Filters
• Working with drill through report pages
• Working with Bookmarks and action buttons
• Visual hierarchies and drill-down behavior
• Grouping and Binning
• Using Custom Visuals
• LAB: Enhancing Reports in Power BI Desktop

Introduction to the Power BI Service

If you want to share models and reports with you co-workers, you should upload them to the Power BI service. In this module you will learn about the general features of the Power BI service, the next modules dive into the details.

• What is the Power BI Service?
• Power BI Service pricing and features
• Working with Datasets and Reports
• Creating and using Workspaces
• Concept of admin vs user groups
• Schedule Refresh
• Manage Permissions
• LAB: Introduction to the Power BI Service

Creating Datasets and Reports in Power BI Service

For some types of reporting you do not want to go through the hassle of creating a dataset in Power BI Desktop. That's why for a limited set of data sources we can start using them directly from the Power BI service without the need to first create an offline model. In this module you'll learn how to create these models directly in the Power BI Service.

• Creating Datasets in the Power BI Service
• Connecting to a dataset from the service in Power BI Desktop
• DirectQuery for Power BI datasets and Azure Analysis Services
• Using Quick Insights
• Creating Reports in the Power BI Service
• Printing Reports
• Export to PowerPoint
• LAB: Creating Datasets and Reports in Power BI Service

Creating Dashboards and Analyzing Data with Power BI Service

Dashboards allow you to combine visuals from different reports into one page for quick access. This module teaches you to build and customize these dashboards in the Power BI Service.

• Creating Dashboards
• Working with Power BI Q&A
• Analyze a dataset from the service in Excel
• Working with Goals
• Difference between a Report and a Dashboard
• LAB: Creating Dashboards

Sharing Content in the Power BI Service

Power BI has different mechanisms to share content with other users: Sometimes you want to share in order to develop something together, or you want others to customize something, or maybe you want others to have read-only permissions on the shared object. In this module you'll learn how to accomplish this with the different sharing options in the Power BI Service.

• Sharing Reports and Dashboards with internal and external users
• Sharing content inside a Workspace
• Creating Power BI Apps
• Consuming Power BI Apps
• Publishing Reports to the web
• Subscribing to Report updates
• Embedding a report in SharePoint online or Teams
• Report usage metrics
• LAB: Sharing Content in the Power BI Service

Performance Best Practices

• Visuals
• Formula complexity
• Work with DEV and PRD reports
• Avoid multiplication of reports
• Visual tips
• Security