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Power BI is a product that covers many things: Power BI in Excel, Power BI Desktop, the Power BI cloud service, ... . In this introduction we set the scene for the rest of the training, introducing the different aspects of Power BI.
In this chapter you will learn how to create queries using Power Query in Power BI Desktop to extract and transform data from source systems like SQL Server, Oracle, Excel files, CSV files,...
Often your data sources contain data that require extra processing. You will learn about the more advanced transformations that Power BI has to offer like the Pivot, Unpivot, Column By Examples,... . Combining data from multiple queries into one query will also be covered in this chapter. In the second part you will learn about query parameters, how to write query functions and manage data source definitions.
Participants learn why and how to create a data model, including data sorting, data types and formatting, hiding tables and columns, creating hierarchies, ... . We will also have a look at the storage of data in import mode, including the techniques that are used for compression. We will see the Vertipaq analyzer as a tool to analyze and reduce storage costs.
Participants will learn about the different types of relationships available in Power BI, including 1:n, 1:1 and n:m relationships. We will see the limitations of relationships, including the fact that there can only be one active relationship between two tables. We will see how to overcome this limitation for role-playing dimensions. Finally, we will discuss the concept of filter direction, and have a look at single- and cross filter directions.
We will have a look at the different storage modes of a Power BI data model (Import data, DirectQuery and Live connection). We will discuss a solution for the problem that in this era of big data, we often face data sources that are too big to be imported and too slow to be directly queried. The solution for this dilemma may be to use a combination of a directly queried detailed table and an imported aggregation table. We will see how to create such a combination of tables.
DAX (Data Analysis Expressions) is the formula language used in the Power BI Datamodel, Excel Power Pivot data models, and in Analysis Services Tabular. Among other things, it's used to create calculated columns, measures and tables. In this chapter, we will introduce the basic concepts of DAX. If students are interested in a deeper dive into this language, we refer them to the two day course Mastering DAX
After the model has been fine-tuned we can use this to create our reports. Power BI allows you to create very impressive reports, and in this module you will explore many visualizations, as well as the interaction between these visualizations.
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.
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.
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.
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.
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.
Data models that are uploaded to the Power BI Service need to have their data refreshed from time to time. This module shows the different options to configure the data refresh, for cloud data as well as data which runs on-premises.
Security roles can be defined in Power BI Desktop. In the Power BI service, we can enforce row level security by assigning (groups of) people to the different security roles. We will see how to set up Row Level Security in Power BI Desktop, including Dynamic Row Level Security, and how to enforce it in the Power BI Service.
Power BI is a suite of business analytics tools to analyze data and share insights. Power BI Desktop transforms your company's data into rich visuals for you to monitor your business and get answers quickly with rich dashboards available on every device.
This course will teach you all aspects of connecting to data sources and transforming them using Power Query, creating Power BI Data Models and Reports and publishing and maintaining them on the Power BI cloud service. The course covers more technical topics on DAX and Power Query. It also explains how to configure a Data Gateway so that you can connect the Power BI service to your on-premise data sources and how row-level security can be used secure data models.
This course is intended for BI professionals who have a technical background. U2U also offers a 3-day course Analyzing your data with Power BI for Business Users targeted at people without a technical background.