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Analyzing your data with Power BI for Business Users

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UBIPBE
3 days

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Introduction to Power BI

Power BI is a service that covers multiple things: 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.

  • 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

Creating Queries using Power BI Desktop

In this chapter you will learn how to create queries in Power BI Desktop to extract data from source systems like SQL Server, Oracle, Excel files, CSV files, and so on. Applying transformations that can filter, sort and clean the extracted data will also be covered.

  • Core Concepts of Power Query
  • Loading Data from Excel, Web, Databases...
  • Applying Basic Transformations
  • Loading Data via DirectQuery
  • Performance Tuning with Query Folding
  • LAB - Creating Queries with Power BI Desktop

Building a Data Model in Power BI Desktop

You will gain insights into enhancing a data model by constructing hierarchies within tables and assigning columns meaningful names and appropriate data types. You will discover how to employ measures and calculated columns, thus enhancing your model. Additionally, the significance of establishing accurate relationships between tables will also be covered.

  • Renaming & Hiding Columns and Tables
  • Column Data Types and Formatting
  • Working with Numerical Columns
  • Sorting Columns
  • Data Categorization
  • Creating Hierarchies inside Tables
  • Defining Calculated Columns and Measures using DAX
  • Creating Measures using Microsoft Copilot
  • Working with Quick Measures
  • Defining Relationships between Tables
  • LAB - Enhancing a Data Model in Power BI Desktop

Creating Reports in Power BI Desktop

After fine-tuning the model, we can use it to create our reports. Power BI enables the creation of impressive reports, and in this module, you will explore various visualizations and the interactive behavior of these reports.

  • Overview of the Report Canvas
  • Adding Text Boxes, Shapes and Images
  • Using built-in Visualizations
  • Custom Theming
  • Printing a Power BI Report
  • Power BI Templates
  • LAB - Designing Reports in Power BI Desktop

Enhancing Reports Pages 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!

  • Slicers and Filters
  • Visual Hierarchies and Drill-down Behaviour
  • Grouping and Binning
  • Dynamic Behaviour with Parameters
  • Custom Visuals
  • LAB - Enhancing Reports in Power BI Desktop

Creating Interactive Multi-Page Reports

In this chapter, you'll learn how to take your reports even further by adding multiple pages and interacting with them seamlessly. Explore how to create comprehensive, dynamic, and user-friendly multi-page reports.

  • Drill Through Pages
  • Custom Tooltips
  • Report Mobile Design
  • LAB - Building Multi-Page reports

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.

  • Power BI Service Overview
  • Microsoft Fabric Introduction
  • Power BI Service Tiers and Features
  • Working with Semantic Models and Reports
  • Creating and Using Workspaces
  • LAB - Introduction to the Power BI Service

Creating Semantic Models and Reports in Power BI Service

For some reports, you may not want to go through the hassle of creating or recreating a Semantic Model in Power BI Desktop. That's why you can immediately create or connect to existing Semantic Models in the Power BI Service. In this chapter you will learn how, combined with a deeper dive into the Semantic Model and Report configurations.

  • Creating Semantic Models in the Power BI Service
  • Connecting to Semantic Models in Power BI Desktop
  • Semantic Model Configuration and Permissions
  • Creating Reports in the Power BI Service
  • Configuring and Exporting Reports
  • LAB - Creating Semantic Models and Reports in Power BI Service

Creating Dashboards and Analyzing Data with Power BI Service

Dashboards enable you to integrate visuals from various reports onto a single page for swift access. This module instructs you on constructing and customizing these dashboards within the Power BI Service. You will also learn how to connect Semantic Models in Excel Pivot Tables and keep track of important KPIs using Scorecards.

  • Creating & Configuring Dashboards
  • Working with Power BI Q&A
  • Analyze Semantic Models in Excel
  • Metrics and Scorecards for KPI tracking
  • 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 & Consuming Power BI Apps
  • Publishing Reports to the Web
  • Subscribing to Reports
  • Embedding Reports in SharePoint Online or Microsoft Teams
  • Report Usage Metrics
  • LAB - Sharing Content in the Power BI Service

Using Power BI with Mobile Devices

In this module, you will learn how to install and utilize the mobile Power BI application on your phone. You will discover the capabilities and limitations compared to the browser-based Service.

  • Supported Platforms
  • Accessing Reports, Dashboards and Semantic Models from Mobile Devices

Power BI is a business analytics service that enables users to visualize and share insights from their data through interactive dashboards and reports. It allows you to connect to various data sources and create visually compelling reports that can be accessed across different devices.

This course covers all important aspects of Power BI. You learn how to connect to any data source using Power Query. The next step is enhancing the data model by using relationships, hierarchies, calculated columns, and measures. When the model is finished, you will build an interactive report and maintain & share it in the Power BI Service.

If you are also interested in more technical topics like the Power Query language, the DAX language, Power BI Gateways and Security, we recommend following our 5-day course Analyzing your data with Power BI for BI Professionals.

This course is intended for business users without any prior knowledge of Power BI. No technical or IT background is required.

If you are also interested in more technical topics like the Power Query language, the DAX language, Power BI Gateways and Security, we recommend following our 5-day course Analyzing your data with Power BI for BI Professionals.

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  • Phone: +32 2 466 00 16
  • Email: info@u2u.be
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