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.