Power BI Course
About This Course
In this course, you’ll be playing the role of Lead Business Intelligence Analyst for Adventure Works Cycles, a global manufacturing company. Your mission? To design and deliver a professional-quality, end-to-end business intelligence solution, armed only with Power BI and a handful of raw csv files.
But don’t worry, I’ll be guiding you through the ins and outs of Power BI Desktop, sharing crystal clear explanations and helpful pro tips each step of the way. We’ll follow a steady, systematic progression through the Power BI workflow, and break down our project into FOUR KEY OBJECTIVES:
Course Content is as follows:
Spreadsheet basics
- Creating,
- editing,
- saving
- printing spreadsheets
Working with functions & formulae
- Graphically representing data: Charts & Graphs
- Analyzing data: Data Menu, Subtotal, Filtering Data
- Formatting worksheets, Securing & Protecting spreadsheets
Formulas & Macros Formulas:
- Use the Function Wizard, Common functions (AVERAGE, MIN, MAX, COUNT, COUNTA, ROUND, INT)
- Nested functions , Name cells /ranges /constants
- Relative, Absolute, Mixed cell references : >,<,= operators
- Logical functions using IF, AND, OR, NOT
- The LOOKUP function, Date and time functions, Annotating formulas
DATA Analysis:
- Sub Total Reports, Auto Filter
- Password Protecting Worksheets
- Linking Multiple Sheets
- Linking Between Word/Excel/Ppt
- Functions:- LOOKUP, VLOOKUP, HLOOKUP, COUNTIF, SUMIF
- What-if-analysis, GOAL SEEK
- Absolute Cell References
- Name Manager
Naming cells and ranges
- Creating and defining names
- Making a name list
- Advanced technique of using names in formulas
- Using Name Manager
- Navigating spreadsheet with names
Excel Pivot Tables
- Create an Excel Template
- Data Forms in Excel 2007/2010
- Drop Down Lists in Excel
- Add your own Error Messages
- Excel and Web Integration
- Hyperlinks in Excel
- Object Linking and Embedding
Database
- The database components
- Using the Excel Form feature
- Inputting data
- Deleting data
- Finding records
- Using menu commands to find records
Advanced data sorting and subtotal
- Multi-level sorting
- Restoring data to the original order after performing sorting
- Sort by icons
- Sort by colors
- Multi-level subtotal
Managing documents with workbooks
Consolidation with several worksheets
- Consolidating and combining several spreadsheets using the operation addition, subtraction
- Synchronizing the consolidated table with the source data
Data table
- One-Input table
- Two-Input table
Lookup table
- Lookup()
- Vlookup()
- Hlookup()
- Application of exact match and approximate match
- Creating an order form using lookup function
Document protection
- Files protection
- Protecting cells/documents
- Unprotecting documents
File linking
- Paste link
Filter and advanced filter
- Defining single and multiple criteria
- Combining search criteria
- Deleting criteria
- Extracting records
Pivot table
- Steps to create a pivot table
- Creating pivot table from Excel
- Consolidating data from multiple ranges into a pivot table
Conditional format
- Highlighting data using cell colors, font colors
- Highlighting data using icons
Data validation
- Define the data input type
- Define the warning message
- Define the error message
- Circle invalid data
Using Scenario Manager
- Defining your own scenario
- Preview the result of the scenario
- Editing a scenario
What-If Analysis
- How to apply What-If Analysis
Inserting a hyperlink to a workbook
- Creating a hyperlink
- Editing a hyperlink
- Creating a menu system using hyperlinks
Creating a pull-down box to facilitate the data entry process
Creating and using Macros
What is meant by Power BI?
Power BI is a business analytics service by Microsoft.
It is used to pull data from a wide range of systems in the cloud.
Power BI is a collection of software services, apps, and connectors.
Power BI is very powerful in terms of tables, reports, and data files.
Power Bi dashboards are visually appealing, interactive, and customizable.
Introduction to Power BI
- Business Intelligence
- Self-Service Business Intelligence
- SSBI Tools
- What is Power BI
- Why Power BI?
- Key Benefits of Power BI
- low of Power BI
- Components of Power BI
- Architecture of Power BI
- Building Blocks of Power BI
- Power BI Desktop
- Overview of Power BI Desktop
- Data Sources in Power BI Desktop
- Connecting to a Data Sources
- Query Editor in Power BI
- Clean and Transform your data with Query Editor
- Combining Data – Merging and Appending
- Cleaning irregularly formatted data
- Views in Power BI Desktop
- Modelling Data
- Manage Data Relationship
- Cross Filter Direction
- Create calculated tables and measures
- Optimizing Data Models
Data Analysis Expressions (DAX)
- Essential concepts in DAX
- Why is DAX important?
- DAX Syntax
- Data Types in DAX
- Calculation Types
- DAX Functions
- Measures in DAX
- DAX Operators
- DAX tables and filtering
- DAX queries
- DAX Parameter Naming
Data Visualization
- Introduction to visuals in Power BI
- Charts in Power BI
- Matrixes and tables
- Slicers
- Map Visualizations
- Gauges and Single Number Cards
- Modifying colors in charts and visuals
- Shapes, text boxes, and images
- What Are Custom Visuals?
- Page layout and formatting
- KPI Visuals
- Z-Order
Introduction to Power BI Q&A and Data Insights
- Introduction to Power BI Service
- Dashboard vs. Reports
- Quick Insights in Power BI
- Creating Dashboards
- Configuring a Dashboard
- Power BI Q&A
- Ask questions about your data with natural language
- Power BI embedded
Direct Connectivity
- Introduction to using Excel data in Power BI
- Exploring live connections to data with Power BI
- Connecting directly to SQL Azure, HD Spark, SQL Server Analysis Services/ My
- SQL
- Introduction to Power BI Development API
- Import Power View and Power Pivot to Power BI
- Power BI Publisher for Excel
- Content packs
- Introducing Power BI Mobile
Power BI Report Servers
- Report Server Basics
- Web Portal
- Paginated Reports
- Row level Security
- Data Gateways
- Scheduled Refresh
- Resources (Rest API/ SOAP API’s/ URL Access)
Learning Objectives
Requirements
- Microsoft Power BI Desktop (free download)
- This course is designed for PC/Windows users (currently not available for Mac)
- Experience with Excel Power Query, Power Pivot & DAX is a plus, but not required
Target Audience
- Anyone looking for a hands-on, project-based introduction to Microsoft Power BI Desktop
- Data analysts and Excel users hoping to develop advanced data modeling, dashboard design, and business intelligence skills
- Aspiring data professionals looking to master the #1 business intelligence tool on the market
- Students who want a comprehensive, engaging, and highly interactive approach to training
- Anyone looking to pursue a career in data analysis or business intelligence