Power BI Basics (AM)

Power BI Basics

Target Audience & Purpose

This course is intended for analysts, business intelligence (BI) developers and IT professionals that will be involved with the design, development, and maintenance of data employing the features of Power BI.

Objectives

By the end of the course participants should be able to:

  • Use the Power BI Tools to Import Data from various sources
  • Create Reports in Power BI Desktop
  • Understand Data Models, their creation and use.
  • Work with Multidimensional Data
  • Create and Use Hierarchies to Improve Analysis and Performance
  • Use DAX to create custom measures
  • Prepare and Enhance Data Models for use with the many Power BI Visualisations
  • Create Data Mashups using a Diverse Range of Public & Organisational Data

Prerequisites

Participants should already:

  • Experience navigating the Microsoft Windows environment
  • Experience with Microsoft Excel and/or Access is desirable

Chapter 1 – Connect to Data with Power BI

This course is intended for analysts, business intelligence (BI) developers and IT professionals that will be involved with the design, development, and maintenance of data employing the features of Power BI.

What is Power BI?
Components of Power BI
A Crash-Course in Databases
Connect to Excel
Select Which Data to Load
View the Data
Clean Data in Data View
Clean Data in the Query Editor
Undo Applied Steps in Query Editor
Choose Columns
Close the Query Editor
Save and Close the Report
Connect to a Database Query
Connect Directly to Access Tables
View the Relationship in Model View
Select the Required Fields
Connect to a CSV file
Combine Files from a Folder
Add Internet Data to a Report
Relate the Tables using Model View

Chapter 2 – Data Manipulation

Open an Existing Report
Add a Calculated Custom Column
View Query Formulae
Rename an Applied Step
Remove a Custom Column
Group Rows
Add another Aggregation
Add a Grouping
Pivot a Column
Select Pivoted Columns
Sort and Filter Data
Use Inbuilt Functions in a Custom Column
Change the DataType of a Column

Chapter 3 – Visualizations

A Note on Design
Add a Simple Chart Visualization
Format the Chart
Change the Chart Type
Create a Table Visualization
Add a Map Visualization
Cross Filtering
Add and Rename a New Page
Add a Gauge Visualization
Format Numbers on the Gauge
Add Timescaled Data
Drill Mode
Add a Slicer

Chapter 4 – Data Analysis Expressions (DAX)

DAX and Measures
DAX Syntax
Create a Measure
Use Measures in Visualisations
Link Another Data Source
Create a Hierarchy
CALCULATE Function using ALL
CALCULATE Function using FILTER
RELATED Function
PREVIOUSQUARTER Function
TOTALYTD Function