Power BI and Dashboards for the Busy Professional

This course is a fully hands-on one to take you from just having an idea of what Power BI does to being able to create insights-rich and interactive reports/dashboards in Power BI.

We cover the following aspects:

Get Data (bringing in your data for analysis)

• Data Sources in Power BI Desktop
• Connect to web data and web apps
• Import Excel Workbooks
• Connect to enterprise Database

Data Transformation, Power Query and DAX

• Get Data
• Model section of the report builder (Power BI Desktop)
  • Creating Relationships
  • Cardinality
  • Direction
• Data section of the report builder (Power BI Desktop)
  • Data Type
  • Data Format
  • DAX
    • New Column
    • New Measure
    • New Table
    • Must know DAX formulas
    • DAX formula reference guide
  • Row level Security to control report access using roles (dept, function, branch, cost centre etc)
• Report section of the report builder (Power BI Desktop)
  • Report creation
  • Native Visuals
  • Custom Visuals
  • Menu Tools for professional looking reports
  • Edit Interactions
  • Report creation from scratch
• Power Query
  • Transforming and Combining Data before loading to Model
  • Common Power Query tasks
    • Unpivot
    • Pivot
    • Split Column
    • Append Tables
    • Merge Tables
    • Remove rows
    • Use first row as header
    • Merge Columns
    • Add Columns
    • Group By
    • Extract
    • Fill
    • Transpose
    • M Code reference resource

Report Publishing, Dashboards and Power BI Service

• Understanding the concept of Workspaces
• Publishing report (from Power BI desktop to Power BI service for consumption)
• Controlling access to aspects of the report by role (region, department or level)
• Published Report options
  • Exporting to PowerPoint or PDF
  • Embedding in SharePoint
  • Embedding in a website
  • Making it available via a web link
  • Sharing with specific users
  • Editing the report – adding new visuals, changing visuals used and creating new report pages
  • Adding comments and tagging users
  • Scheduling the report to send our daily or weekly to specific people
• Creating a Dashboard
  • Can be created from one or more reports to show management useful analysis
  • Can incorporate data and visuals from other people’s dashboards or reports shared with you
  • Set Alerts to be instantly notified when a KPI is reached or an SLA is breached
  • Add actionable comments
  • Schedule the dashboard to be sent out daily or weekly to specific people
  • Share the dashboard with final users
• Best practices
• Setting automatic/scheduled refresh so new data is ingested automatically
• Data Gateway configuration
  • The type of data sources that require data gateway

AI in Power BI and Settings

• Q&A for autogenerating charts and tables in answer to questions
• Organization wide settings
• Account wide settings
• Workspace settings
• Dashboard settings
• Report settings
• Datasets settings

This is the course to solidify your Power BI proficiency.