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Power BI Training

Power BI is a suite of interactive data visualization business analytics tools that deliver insights throughout your organization. You can use Power BI to connect to hundreds of data sources, simplify data preparation, and drive ad hoc analysis. Power BI is used for big data analysis and produces beautiful reports, then publishes them for your organization to consume on the web and across mobile devices. Everyone can create personalized dashboards with a unique, 360° view of their business and scale across the enterprise, with governance and security built-in. A Power BI training course is essential to understand how to use this powerful self-service data analysis tool effectively. Being able to handle the onslaught of data we receive in today's world can make or break your business. In fact, getting any specific, meaningful answers from the data is difficult. Presenting that data in a manner simple to understand for various people is nearly impossible. Power BI is the answer to all of the above. Allowing you to import data from pretty much any source.

Who Can Attend?

This Power BI workshop is crucial for analysts, managers, reporting professionals, business owners, executives, and anyone who needs to derive and share insights with business data.

  • Business Analysts
  • Business Intelligence Developers
  • BI Professionals
  • Data Analysts
  • Economists
  • Researchers Working with Large Datasets
  • Those who are interested in the field of Data Analytics
  • Anyone interested in learning how to use Power BI Tools
  • Anyone who deals with Business, Management, and Financial Reporting
  • Graduates

II. ANALYZING DATA WITH POWER BI DESKTOP
Duration: 2 days

This training teaches participants to produce clear, telling, and accurate analyses with tools that are intuitive and easy to use. Participants will learn how to import data, clean data, create models and apply analytical tools such as DAX and Measures.

Learning Outcome

This training will enable candidates to:

  • Load File-Based Data with Power BI Desktop
  • Load Data from Databases and Data Warehouses
  • Work with DirectQuery and Connect Live
  • Load Data from the Web and the Cloud
  • Deal with Datasets
  • Perform Data Transformation
  • Perform Data Mashup
  • Perform Structuring, Managing, and Parameterizing Queries
  • Create a Data Model
  • Extend the Data Model with Calculated Columns
  • Add Measures to the Data Model
  • Analyse Data over Time
  • Create Charts with Power BI

Prerequisites

Participants with knowledge of Excel Formulas and functions will be an advantage.

Training Course Outline

Module 1: Introduction to Power BI Desktop

  • Installing Power BI Desktop
  • A First Power BI Desktop Dashboard
  • The Data Load Process
  • The Power BI Desktop Window
  • Your First Visualizations
  • Interactivity in Dashboards
  • Formatting Reports
  • Creating and Modifying Reports

Module 2: Discovering and Loading File-Based Data with Power BI Desktop

  • The Power BI Desktop Query Editor
  • Data Sources
  • Loading Data
  • Loading Multiple Files from a Directory
  • Loading the Contents of a Folder
  • The Navigator Dialog
  • Adding Your Own Data

Module 3: Loading Data from Databases and Data Warehouses

  • Relational Databases
  • Modifying Connections
  • Changing Permissions
  • Refreshing Data from Databases and Data Warehouses

Module 4: DirectQuery and Connect Live

  • DirectQuery and Connect Live
  • Microsoft SQL Server Data
  • SQL Server Analysis Services Dimensional Data
  • Microsoft SQL Server Analysis Services Tabular Data Sources
  • DirectQuery with Non-Microsoft Databases
  • DirectQuery and In-Memory Tables
  • DirectQuery and Refreshing the Data

Module 5: Loading Data from the Web and the Cloud

  • Web and Cloud Services
  • Web Pages
  • Salesforce
  • Microsoft Dynamics 365
  • Google Analytics

Module 6: Dealing with Datasets

  • Power BI Desktop Queries
  • Query or Load
  • The Power BI Desktop Query Editor
  • Dataset Shaping
  • Removing Records
  • Sorting Data
  • Filtering Data
  • Grouping Records
  • Saving Changes in the Query Editor
  • Exiting the Query Editor

Module 7: Data Transformation

  • Viewing a Full Record
  • Power BI Desktop Query Editor Context Menus
  • Using the First Row As Headers
  • Changing Data Type
  • Replacing Values
  • Transforming Column Contents
  • Filling Down Empty Cells
  • Extracting Part of a Column fs Contents
  • Duplicating Columns
  • Splitting Columns
  • Merging Columns
  • Custom Columns
  • Creating Columns from Examples
  • Adding Conditional Columns
  • Index Columns

Module 8: Data Mashup

  • The Power BI Desktop Query Editor View Ribbon
  • Merging Data
  • Appending Data
  • Changing the Data Structure
  • Parsing JSON Files
  • The List Tools Transform Ribbon
  • Convert a Column to a List
  • Parsing XML Data from a Column
  • Parsing JSON Data from a Column

Module 9: Structuring, Managing, and Parameterizing Queries

  • Managing the Transformation Process
  • Modifying the Code for a Step
  • Modifying Data Source Settings in the Query Editor
  • Managing Queries
  • Pending Changes
  • Reusing Data Sources
  • Parameterizing Queries
  • Power BI Templates
  • Copying Data from Power BI Desktop Query Editor

Module 10: Creating a Data Model

  • Data Modeling in the Power BI Desktop Environment
  • Data Model or Query
  • The Power BI Desktop Data View Ribbons
  • Managing Power BI Desktop Data
  • Power BI Desktop Data Types
  • Formatting Power BI Desktop Data
  • Preparing Data for Dashboards
  • Sorting Data in Power BI Desktop Tables
  • Adding Hierarchies
  • Creating and Modifying Groups
  • Deleting a Group
  • Designing a Power BI Desktop Data Model
  • Creating Relationships
  • Creating Relationships Manually
  • Advanced Relationship Options
  • Managing Relationships Between Tables

Module 11: Extending the Data Model with Calculated Columns

  • Types of Calculations
  • Adding New Columns
  • Concatenating Column Contents
  • Tweaking Text
  • Rounding Values
  • Calculating Across Tables
  • Cascading Column Calculations
  • Using Functions in New Columns
  • Simple Logic: The IF( ) Function
  • Making Good Use of the Formula Bar

Module 12: Adding Measures to the Data Model

  • A First Measure: Number of Cars Sold
  • Basic Aggregations in Measures
  • Using Multiple Measures
  • Cross-Table Measures
  • More Advanced Aggregations
  • Filter Context
  • Filtering Data in Measures
  • Simple Filters
  • More Complex Filters
  • Calculating Percentages of Totals
  • Filtering on Measures
  • Displaying Rank
  • A Few Comments and Notes on Using Measures
  • Calculation Options

Module 13: Analyzing Data over Time

  • Simple Date Calculations
  • Adding Time Intelligence to a Data Model
  • Creating and Applying a Date Table
  • Calculating the Difference Between Two Dates
  • Applying Time Intelligence
  • Comparisons with Previous Time Periods
  • Comparison with a Parallel Period in Time
  • Rolling Aggregations over a Period of Time

Module 14: Creating charts in Power BI Desktop  

  • Creating Tables and Matrices  
  • Constructing Bar, Column, and Pie Charts  
  • Building Line and Scatter Charts  
  • Creating Map-Based Visualizations  
  • Linking Visualizations in Power BI  
  • Drilling Through Visualizations

III. BIG DATA ANALYSIS WITH EXCEL
Duration: 2 days 

This training is intended for anyone with an intermediate knowledge of Excel who wants to analyze and visualize data in order to get results. It focuses on understanding the underlying structure of big data so that the most appropriate tools can be used to analyze it. The training is targeted at an average person who wants to leverage his or her Excel skills to analyze large datasets.

MS Excel Version

2013 / 2016 / 365

Learning Outcome

This training will enable candidates to:-

  • Understand the use of Excel as Database and Data Aggregator
  • Create and manipulate Pivot Tables and Pivot Charts
  • Build Data Model
  • Use SQL in Excel
  • Design Reports with Power View
  • Create calculation with Data Analysis Expressions (DAX)
  • Import Data using Power Query
  • Create maps with Power Map
  • Perform Statistical Calculations

Prerequisite

Participants must be well versed with Excel Formulas and functions.

Training Course Outline

MODULE 1: Excel As Database and Data Aggregator

  • From Spreadsheet to Database
  • Interpreting File Extensions
  • Using Excel As a Database
  • Importing from Other Formats
  • Using the Data Tab to Import Data
  • Data Wrangling and Data Scrubbing
  • Input Validation
  • Working with Data Forms
  • Selecting Records

MODULE 2: Pivot Tables and Pivot Charts

  • Recommended Pivot Tables in Excel 2013
  • Creating a Pivot Chart
  • Adjusting Subtotals and Grand Totals
  • Analyzing Sales by Day of Week
  • Creating a Pivot Chart of Sales by Day of Week
  • Using Slicers
  • Adding a Time Line
  • Importing Pivot Table Data from the Azure Marketplace

MODULE 3: Building a Data Model

  • Enabling PowerPivot
  • Relational Databases
  • Database Terminology
  • Creating a Data Model from Excel Tables
  • Loading Data Directly into the Data Model
  • Creating a Pivot Table from Two Tables
  • Creating a Pivot Table from Multiple Tables
  • Adding Calculated Columns
  • Adding Calculated Fields to the Data Model

MODULE 4: Using SQL in Excel

  • SQL Syntax
  • SQL Aggregate Functions
  • Subtotals
  • Joining Tables
  • Importing an External Database
  • Specifying a JOIN Condition and Selected Fields
  • Using SQL to Extract Summary Statistics
  • Generating a Report of Total Order Value by Employee

MODULE 5: Designing Reports with Power View

  • Elements of the Power View Design Screen
  • Considerations When Using Power View
  • Types of Fields
  • Understanding How Data Is Summarized
  • A Single Table Example
  • Viewing the Data in Different Ways
  • Creating a Bar Chart for a Single Year
  • Column Chart
  • Displaying Multiple Years
  • Adding a Map
  • Using Tiles
  • Relational Example
  • Customer and City Example
  • Showing Orders by Employee
  • Aggregating Orders by Product

MODULE 6: Calculating with Data Analysis Expressions (DAX)

  • Understanding Data Analysis Expressions
  • Updating Formula Results
  • Using the SUMX Function
  • Using the CALCULATE Function
  • Calculating the Store Sales for 2009
  • Creating a KPI for Profitability
  • Creating a Pivot Table Showing Profitability by Product Line
  • Summary

MODULE 7: Power Query

  • Installing Power Query
  • Working with the Query Editor
  • Key Options on the Query Editor Home Ribbon
  • A Simple Population
  • Performance of S&P 500 Stock Index
  • Importing CSV Files from a Folder
  • Importing JSON

MODULE 8: Power Map

  • Installing Power Map
  • Plotting a Map
  • Key Power Map Ribbon Options
  • Troubleshooting

MODULE 9: Statistical Calculations

  • Recommended Analytical Tools in 2013
  • Customizing the Status Bar
  • Inferential Statistics
  • Review of Descriptive Statistics
  • Charting Data
  • Excel Analysis ToolPak
  • Using a Pivot Table to Create a Histogram
  • Scatter Chart

*Course Taught By Certified Expert Trainer

Key Benefits of Learning Power BI With Excel

  • Get powerful new capabilities—using the skills you already have
  • Automate your data refresh with one click
  • Use and share multiple workbooks in a single view
  • Get self-service data visualization
  • Add advanced analytics to your models
  • Maintain the flexibility of the grid

If you are interested in learning Power BI with excel, please get in touch, we will revert back to you with the relevant information within one to two working days.

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