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Analyzing your data with Power BI for BI Professionals

5days
Training code
UBIPB
Book this course

Introduction to Power BI

Power BI is a product that covers many things: Power BI in Excel, Power BI Desktop, the Power BI online service, ... . In this introduction we set the scene for the rest of the training, introducing the different aspects of the Power BI product.

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

Getting started with Power BI Desktop

Power BI Desktop is a free software product to create reports and consult those reports. But before we can create these reports we must first load data from one or more sources, and then model your data. In this module you will explore each of these three steps in the Power BI authoring.

  • The Power BI Desktop User Interface
  • Creating Queries to load data
  • Building a basic Data Model
  • Creating a basic Report
  • Publishing to the Power BI Service

Enhancing a Data Model

Before we can make good looking reports on data the data first needs to be modeled. This involves amongst others setting up relationships between different tables, formatting rules, derived calculations (such as Year-To-Date), sorting order etc. In this module you will learn about the most common modeling tasks and how to apply them in Power BI Desktop.

  • Renaming columns and tables
  • Hiding columns and tables from the Data Model
  • Column data type and formatting
  • Working with numerical fields
  • Creating computed columns with DAX
  • Sorting data in columns
  • Data categorization
  • Defining Hierarchies based on a single table
  • Defining relationships between tables

Designing Reports in Power BI Desktop

After the model has been fine-tuned we can use this to create our reports. Power BI allows you to create very interactive reports, and in this module you will explore many visualizations as well as the interaction between these visualizations. The Office Marketplace provides custom visualizations as well, which you will learn to use as well.

  • Overview of the build-in Visuals
  • Creating table and Matrix Reports
  • Working with Charts
  • Plotting spatial data
  • Using Slicers and Report Filters
  • Working with custom Visuals

Introduction to Power BI Service

If you want to share models and reports with you co-workers, the Power BI service allows you to upload these to the cloud and manage and share them with others. In this module you will learn about the general features of this 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 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. Also, when accessing a model in the Power BI Service we get extra querying features not available in Power BI Desktop. These as well you will experience in this module.

  • Personal vs App Workspaces
  • Creating Datasets in the Power BI Service
  • Using Quick Insights
  • Creating Reports in Power BI Service
  • Printing Reports
  • Export to PowerPoint
  • Using Publish to Web with Reports
  • Analyze in Excel

Creating Dashboards and Analyzing Data with Power BI Service

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

  • Creating Dashboards
  • Printing Dashboards
  • Working with Power BI Q&A

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 Dashboards with internal users
  • Sharing Dashboards with external users
  • Sharing content with Office 365 groups
  • Creating Power BI Apps
  • Consuming Power BI Apps
  • Using Publish to Web with Dashboards

Using Power BI with Mobile Devices

Power BI reports can adjust to a different form factor. This module shows you how to design you reports for viewing on e.g. a smart phone.

  • Supported Platforms
  • Designing Dashboards for mobile devices
  • Accessing Reports and Dashboards from mobile devices

Writing Queries to load data

If your data sources contain data that requires extra processing, you can learn in this module to filter data, combine tables and do more advanced Extract, Transform and Load (ETL) operations using the M language in Power BI Desktop.

  • Overview of supported Data Sources
  • Loading data versus using Direct Query
  • Creating Hierarchies based on multiple tables
  • Transforming data
  • Joining or combining Queries
  • Writing Power Query functions
  • Working with Power Query Parameters

Enhancing the Data Model using DAX

Data modeling can be challenging when advanced calculations are needed. This is why Power BI uses a dedicated language DAX (Data Analysis eXperssions) to define these advanced calculations. In this module you can get familiar with the most commonly used DAX expressions and how to use them within Power BI Desktop.

  • DAX Overview
  • DAX data types and operators
  • Commonly used DAX functions
  • Referencing other tables in DAX
  • Row versus filter context
  • Using CALCULATE
  • EARLIER and EARLIEST
  • Adding Time Intelligence using DAX

Managing Data Refresh from 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 do this data refresh, for cloud data as well as data which runs on-premises.

  • The need for a Power BI Gateway
  • Installing and configuring the Power BI Personal Gateway
  • Scheduling Dataset refreshes
  • Direct Query and the Power BI Personal Gateway
  • Working with OneDrive for Business

Using R in Power BI

Sometimes the native Power BI does not provide the advanced data processing or visualization option you need. If you want to extend the capabilities of Power BI, this is possible by using the R language. R is a statistical language developed by the open source community. This language can be used in Power BI for data loading, data transformation and data visualization. This module mainly shows you how to use R in Power BI, it is not focussing on learning the R language itself.

  • Using R script as Data Source and Transformations
  • Custom R Vizualisations
  • Using R plots as Vizualisations
  • Using ggplot in Power BI

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.

In this training you learn how to write queries with Power BI Desktop and Power BI Excel to collect data from databases, cubes, online Excel files, Facebook.... You will learn how to enrich the data model with relationships, hierarchies, DAX calculated columns and measures... And finally you will see how to create interactive reports using the large set of visualization available in Power BI Desktop and share them using PowerBI.com and Power BI Mobile apps.

On day 4 & 5 we cover the more technical topics on the the Power Query language, the languages R and DAX and Power BI Gateways. If you are not interested in these more advanced chapters, we recommend you to follow our 3-day course Analyzing your data with Power BI for Business Users.

This course is intended for people who want to use all the capabilities of the Power BI platform to build self-serviced business intelligence solutions.

If you are not interested in the more technical chapters of day 4 & 5, we recommend you to follow our 3-day course Analyzing your data with Power BI for Business Users.

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