Analyse And Visualise Data With Power BI Masterclass

Tired of struggling with countless complex Excel reports which contain hundreds of formulas, not to mention the headache of trying to make sure everyone is using the latest version. 

Power BI is a suite of interactive data visualisation business analytics tools that deliver insights throughout your organisation. You can use Power BI to connect to hundreds of data sources, simplify data preparation, and drive ad hoc analysis. 

Power BI produces beautiful reports, then publish them for your organisation to consume on the web and across mobile devices. Everyone can create personalised dashboards with a unique, 360° view of their business and scale across the enterprise, with governance and security built-in.

We will show you how, without the need of former data analysis training or needing to learn another language, you can be building and sharing reports and dashboards that are useful and beautiful. Join us in our instructor-led Microsoft Power BI Training.

Key Takeaways (Power Bi Training):

• Navigate the different Power BI components confidently
• Have a competent foundation in Power Query to perform complex data cleaning and transformation
• Combine multiple data sources into one dataset, model it and build KPIs and metrics that answer specific business questions
• Understand basic data modelling and the difference between fact table vs dimension table
• Create stunning reports with interactive data visualisations, including slicers, filters and adhoc-highlighting
• Create custom toolips and drillthrough pages for better context and data exploration
• Understand basic DAX functions and the difference between implicit vs explicit measures, calculated columns vs measures
• Publish and share Power BI dashboards and reports with the appropriate security settings and permissions

Course Agenda:

• Session 1: INTRODUCTION
• Overview of training aim, objectives and agenda
• Session 2: WHAT IS POWER BI?
• Self-service business intelligence
• Features comparison between Power BI components:
• » Power BI desktop
• » Power BI service (PowerBI.com)
• » Power BI mobile app
• Difference between Power BI and “normal” Excel
• Navigating Power BI desktop confidently: report view, data view vs model view
• Session 3: POWER QUERY: ENGINE TO EXTRACT, TRANSFORM & LOAD (ETL) DATA
• Importing data from single or multiple sources
• » File: Excel, CSV, Folder
• » Database
• » Online services
• » Other: Web, OData Feed
• Power Query M language: Do you need to learn M?
• Understanding applied steps
• Handling null values, duplicates and errors
• Changing data types: date, text, number, binary, etc
• Grouping or summarising rows
• Transforming text columns:
• » Format: trim, clean, capitalise each word, uppercase, etc
• » Split column, extract, merge columns
• Converting (selected) columns to rows and vice versa
• » Transpose
• » Unpivot columns
• » Pivot column
• Combining datasets
• » Merge (“VLOOKUP equivalent”)
• » Append
• Sorting data based on multiple columns
• Adding columns
• » Index column (row counters/sort orders)
• » Custom column (performing calculations)
• Query building best practice
• Power query tips
• » Copy and paste queries across files
• » Duplicate & reference queries
• » Disabling load of redundant queries to enhance Power BI performance
• » Entering data directly in Power BI
• Session 4: DATA MODELLING
• Creating and editing relationships
• Active vs inactive relationships
• Fact table vs dimension table
• Relationship cardinality
• » One-to-one
• » One-to-many
• » Many-to-many
• Session 5: DAX BASIC
• Understanding DAX - tables (DAX) vs cells (Excel)
• Implicit vs explicit measures
• Commonly used DAX functions
• » SUM, AVERAGE, MIN, MAX, COUNT
• » CALCULATE and filter context
• » Basic time intelligence functions: DATESYTD, DATEADD
• » Safe DIVIDE
• Calculated columns vs measures
• Power Query vs DAX: How do you decide?
• Session 6: REPORT VISUALISATIONS & DESIGN
• Choosing visuals based on context
• » Column chart, bar chart (clustered, stacked)
• » Line chart
• » Card, table, matrix
• » Pie chart, donut chart, treemap
• Native & custom visuals
• Using field, format & analytics pane
• Field column formatting and summarisation
• Adding and customising data labels
• Setting visual interactivity with slicers and filters
• » Top N (ranking top/bottom items)
• » Basic/advanced filtering
• Understanding adhoc-highlighting
• Applying conditional formatting
• Sort one column by another column
• Drill down and up using hierarchy
• Creating custom tooltips for better context
• Drillthrough page to dig deeper into data category
• Creating bookmarks to share insights and build stories
• Difference between Power BI dashboards and reports
• Session 7: SHARING, SECURITY & DATA REFRESH
• Publishing to PowerBI.com
• Using row level security to restrict data access
• » Creating and testing roles
• » Security - adding users to defined roles
• Sharing dashboards & reports via links or Teams
• Managing permissions of underlying datasets
• Scheduling data refreshes
• Power BI service license: free, pro vs premium
• Session 8: HANDS-ON POWER BI PROJECT
• Applying Power BI skills from start to finish
• Choice of dataset:
• » Sales/Finance dataset
• » Predictive maintenance dataset
• » Bring Your Own Data (BYOD)