Power BI Fundamentals Training

Overview and Data Source Connections

• An Introduction to Power BI
  • What is Power BI?
  • The Parts of Power BI
  • How Power BI Works
  • The Building Blocks of Power BI
  • Power BI Desktop
  • Power BI Web Service
  • Getting Started in the Desktop
  • When to Expect Power BI Updates
• Working with Power BI Desktop
  • The Desktop Interface
  • Creating Files
  • Saving Files
  • Opening a File
  • Publishing to the Power BI Web Service
• Connecting to Data Sources with Power BI Desktop
  • Creating a New Report
  • Connecting to an Excel Workbook
  • Loading Data with the Navigator Window
  • Viewing Loaded Data
  • Viewing all Connections in Power BI
  • What is a SQL Database?
  • Data Connectivity Modes
  • Connecting Using Import
  • Import Results
  • The Third “Hidden” Connectivity Model
  • Choosing a Connectivity Mode
  • The Dataverse
  • How to Connect to the Dataverse
  • Files from Folders
  • Managing Data Sources
  • Custom Data Tables
• Understanding Visualizations
  • Using the Build a Visual Pane
  • What is Visualization?
  • Creating a Visualization
  • Moving, Resizing, Zooming, and Tooltips

Working With Data

• Understanding Column Tools
• Using Column Tools
• Adjusting the Data Type
• Adjusting the Date Format
• The Query Editor
  • What is the Query Editor?
  • Shaping Data
  • Resolving Inconsistencies and Nulls
  • Removing Duplicates
  • Changing Data Types in the Query Editor
• Parameters and Queries
  • Parameters
  • Connecting to Data with Parameters
  • Loading Parameters from the Query Editor
  • Duplicate vs. Reference Queries
  • Query Parameters
  • Creating a Query Parameter
  • Step Arguments
  • Using a Step Argument
  • Combining Queries
  • Merging Queries
  • Merge Results
  • Updating Merged Queries
  • Appending Queries
  • Append Query Results
  • Appending Three or More Tables
  • Fuzzy Merge
  • Performing a Fuzzy Merge
  • Grouping Queries
• Pivot, Unpivot, and Transpose
  • Pivot
  • Pivot Results
  • Unpivot
  • The Reality of Data
  • Advanced Pivoting Options
  • Transpose
  • Transposing and Unpivoting Data
  • Transpose and Unpivot Result
• Creating Conditional Columns
• Conditional Column Result
• Column From Examples
• Creating a Column from Examples
• Data Profiling
• Column Distribution
• Column Quality
• Column Profile
• Resolving Import Errors
  • Query Timeout Expired
  • Data Load Errors
  • Data Type Errors

Modeling and Performance

• Understanding the Model View
  • Creating a Relationship
  • Editing Relationships
  • The Relationship Window
  • Viewing All Relationships
  • The Manage Relationship Window
  • Cardinality in Model Relationships
  • Cross-Filter Direction and Many to One
  • Bi-Directional Relationships
  • Fact vs. Dimension Tables
  • Primary and Foreign Keys
  • Schemas
  • Properties Pane
  • Creating Display Folders
  • Hiding Tables in Model View
  • Why Optimize? Which Methods?
    • Reduce Cardinality
    • Ensure a Small Model Size
    • Analyze Performance

Data Analysis Expression (DAX)

• DAX Overview
  • What is DAX?
  • Calculated Tables
  • Calculated Columns
• Common Date Tables
  • Creating Date Tables
  • Adding New Columns to the Date Table
  • More Control Over Dates
  • Power Query Alternative
  • Testing a Date Table in Power Query
  • Connecting the Date Table
• Measures
  • Creating Measures
  • Implicit vs Explicit Measures
  • Basic Statistical Functions
  • DAX Functions
    • Calculate
    • Filter
    • Switch
    • All
    • Iterator
    • Related
    • Rankx
    • Time intelligence
    • Semi-Additive Measures
  • Role-Playing Dimensions
  • Quick Measures
    • Comparisons
    • Listing Selected Items
    • Line Chart Averages
    • Running Totals

Working with Reports and Visualizations

• Filtering Visualizations
• Editing Interactions
• Formatting Visualizations
• The Selection Pane
  • Layer Order
  • Tab Order
• Using Alignment
• Mobile Layout
• Granularity and Hierarchy
  • The Importance of Data Granularity
  • What is a Data Hierarchy?
  • Creating and Adding to Hierarchies
• Drill Downs
  • What is Drill Down?
  • Using Date Hierarchies
    • Double Arrow
    • Forked Arrow
  • Using Drill Down
  • Category vs Summarization in Report View
  • Changing Data Calculation in a Value Well
• Drillthroughs
  • What are Drillthroughs?
  • How to Set up and Use Drillthroughs
  • Category vs Summarized Drillthroughs

A Closer Look at Visualizations

• Filtering
  • The Filter Pane
  • Filtering the Page
  • Using and Clearing Advanced Filters
• Visualization Types
  • Table
  • Matrix
  • Charts
    • Bar
    • Line
    • Combo
    • Waterfall
    • Funnel
    • Scatter
    • Pie vs Donut
  • Maps
    • Treemap
    • Bubble
    • Filled
  • Cards
  • Gauges
  • KPI
• Custom Visualizations
• Slicers
  • Creating a Slicer
  • Customizing a Slicer’s Display
  • Slicer Search Function
  • Synchronizing Slicers Across Pages
• Bookmarks
  • Creating Bookmarks
  • Bookmarks Result
  • Data and Display Properties and Updating Bookmarks
• Navigation
  • Navigation Buttons
  • Bookmark Navigators

Advanced Charts and Reporting

• Optimizing Reports
• AI Visuals
  • Q&A
  • Key Influencers
  • Decomposition Tree
  • Smart Narrative
• Conditional Formatting
  • Using Conditional Formatting
  • Rankx and Conditional Formatting
  • Dynamic Displays
  • Field Values
• Sorting Visuals
• Creating Custom tooltips
• The Analyze Feature
• Identifying Outliers
  • Wells
  • Grouping
• Data Groups and Bins
• Using the Bin Cluster Feature
• Field Parameters and Limitations
• Additional Analytics
• Using the Forecasting Feature

Security and Permissions

• Row-Level Security
• Configuring Memberships
• Dynamic Row-Level Security
• Testing Memberships
• Identifying When a Gateway is Required
• Scheduling a Semantic Model Refresh
• Sensitivity Labels
  • Web Service
  • Desktop

The Power BI Web Service

• The Web Service Interface
• Desktop vs Web Service
• Connecting to Local Data
• Getting Samples
• What are Apps?
• Setting up an App
• Connecting to Outside Apps
• Viewing and Managing Content
• Changing Workspaces
• Changing Access Permissions
• Reports
  • Viewing and Managing
  • Subscriptions
  • Data Alerts
  • Paginated Reports
  • Exporting Data
• Dashboards
  • Creating
  • Pinning Tiles
  • Pinning Live Pages
  • Themes
  • Insights
• Q&A Feature
  • Customizing
  • Customizing Questions
• Promoting and Certifying Power BI Content
• Analyze in Excel

Before Taking this Class

Intermediate knowledge of Microsoft Excel and basic knowledge of Windows and web browsers.

Software/Setup For this Class

Power BI Desktop