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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

I. REPORTS & VISUALIZATION WITH POWER BI DESKTOP
Duration: 2 days

Six Sigma Synergy CADD CENTRE, Power BI  Desktop course which is a 2 days training focuses on using data in Excel to produce charts and other visualizations including interactive dashboards. You will then learn step by step through the process of analyzing data using the tools that are at the core of Microsoft’s self-service BI offering: Power Query, Power Pivot, and Power BI.

Learning Outcome

This training will enable candidates to:

  • Familiarise with Power Pivot
  • Import Data into Power Pivot
  • Perform Data Munging with Power Query
  • Create the Data Model
  • Create Calculations with DAX
  • Create Measures with DAX
  • Incorporate Time Intelligence
  • Perform Data Analysis with Pivot Tables and Charts
  • Work with Power BI DesktopCreate Reports with Power BI Desktop

Prerequisites

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

Training Course Outline

Module 1: Introducing Power Pivot  

  • Why Use Power Pivot?
  • The xVelocity In-memory Analytics Engine
  • Enabling Power Pivot for Excel
  • Exploring the Data Model Manager Interface  

Module 2: Importing Data into Power Pivot  

  • Importing Data from Relational Databases  
  • Importing Data from Text Files  
  • Importing Data from a Data Feed  
  • Importing Data from an OLAP Cube  
  • Reusing Existing Connections to Update the Model  

Module 3: Data Munging with Power Query  

  • Discovering and Importing Data  
  • Transforming, Cleansing, and Filtering Data  
  • Merging and Shaping Data  
  • Grouping and Aggregating Data  
  • Inserting Calculated Columns  

Module 4: Creating the Data Model  

  • What Is a Data Model?  
  • Creating Table Relations  
  • Creating a Star Schema  
  • Understanding When to Denormalize the Data  
  • Creating Linked Tables  
  • Creating Hierarchies  
  • Making a User-Friendly Model  

Module 5: Creating Calculations with DAX  

  • What Is DAX?  
  • Implementing DAX Operators  
  • Working with Text Functions  
  • Using DAX Date and Time Functions  
  • Using Informational and Logical Functions  
  • Getting Data from Related Tables  
  • Using Math, Trig, and Statistical Functions  
  • Tips for Creating Calculations in Power Pivot  

Module 6: Creating Measures with DAX  

  • Measures vs Attributes  
  • Creating Common Aggregates  
  • Mastering Data Context  
  • Altering the Query Context  
  • Using Filter Functions  
  • Creating KPIs  

Module 7: Incorporating Time Intelligence  

  • Date-Based Analysis  
  • Creating a Date Table  
  • Time PeriodBased Evaluations  
  • Shifting the Date Context  
  • Using Single Date Functions  
  • Creating Semi-Additive Measures  

Module 8: Data Analysis with Pivot Tables and Charts  

  • Pivot Table Fundamentals  
  • Slicing the Data  
  • Adding Visualizations to a Pivot Table  
  • Working with Pivot Charts  
  • Using Multiple Charts and Tables  
  • Using Cube Functions  
  • Power BI Desktop  

Module 9: Introducing Power BI Desktop  

  • Setting Up the Power BI Environment  
  • Getting, Cleaning, and Shaping Data  
  • Creating Table Relationships  
  • Adding Calculations and Measures  
  • Incorporating Time-based Analysis  

Module 10: Creating Reports with 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  

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

*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.