This course will discuss the various methods and best practices that are in line with business and technical requirements for modeling, visualizing, and analyzing data with Power BI. The course will also show how to access and process data from a range of data sources including both relational and n
Overview
This course will discuss the various methods and best practices that are in line with business and technical requirements for modeling, visualizing, and analyzing data with Power BI. The course will also show how to access and process data from a range of data sources including both relational and non-relational data.
This course will also explore how to implement proper security standards and policies across the Power BI spectrum including datasets and groups.
The course will also discuss how to manage and deploy reports and dashboards for sharing and content distribution. Finally, this course will show how to build paginated reports within the Power BI service and publish them to a workspace for inclusion within Power BI.
Audience
The audience for this course are data professionals and business intelligence professionals who want to learn how to accurately perform data analysis using Power BI.
This course is also targeted toward those individuals who develop reports that visualize data from the data platform technologies that exist on both in the cloud and on-premises.
Learning Objectives
By actively participating in this course, you will learn about the following:
Ingest, clean, and transform data
Model data for performance and scalability
Design and create reports for data analysis
Apply and perform advanced report analytics
Manage and share report assets
Create paginated reports in Power BI
Prerequisites
Understanding core data concepts.
Knowledge of working with relational data in the cloud.
Knowledge of working with non-relational data in the cloud.
Knowledge of data analysis and visualization concepts. You can gain the prerequisites and a better understanding of working with data in Azure.
Course Contents
Module 1: Get Started with Microsoft Data Analytics
This module explores the different roles in the data space, outlines the important roles and responsibilities of a Data Analysts, and then explores the landscape of the Power BI portfolio.
Data Analytics and Microsoft
Getting Started with Power BI
Lab : Getting Started in Power BI Desktop
Getting Started
After completing this module, students will be able to:
Explore the different roles in data
Identify the tasks that are performed by a data analyst
Describe the Power BI landscape of products and services
Use the Power BI service
Module 2: Prepare Data in Power BI
This module explores identifying and retrieving data from various data sources. You will also learn the options for connectivity and data storage and understand the difference and performance implications of connecting directly to data vs. importing it.
Get data from various data sources
Lab : Preparing Data in Power BI Desktop
Prepare Data
After completing this module, students will be able to:
Identify and retrieve data from different data sources
Understand the connection methods and their performance implications
Use Microsoft Dataverse
Connect to a data flow
Module 3: Clean, Transform, and Load Data in Power BI
This module teaches you the process of profiling and understanding the condition of the data. They will learn how to identify anomalies, look at the size and shape of their data, and perform the proper data cleaning and transforming steps to prepare the data for loading into the model.
Data shaping
Enhance the data structure
Data Profiling
Lab : Transforming and Loading Data in Power BI Desktop
Loading Data
After completing this module, students will be able to:
Apply data shape transformations
Enhance the structure of the data
Profile and examine the data
Module 4: Design a Data Model in Power BI
This module teaches the fundamental concepts of designing and developing a data model for proper performance and scalability. This module will also help you understand and tackle many of the common data modeling issues, including relationships, security, and performance.
Introduction to data modeling
Working with tables
Dimensions and Hierarchies
Lab : Data Modeling in Power BI Desktop
Create Model Relationships
Configure Tables
Review the model interface
Create Quick Measures
Lab : Advanced Data Modeling in Power BI Desktop
Configure many-to-many relationships
Enforce row-level security
After completing this module, students will be able to:
Understand the basics of data modeling
Define relationships and their cardinality
Implement Dimensions and Hierarchies
Create histograms and rankings
Module 5: Create Model Calculations using DAX in Power BI
This module introduces you to the world of DAX and its true power for enhancing a model. You will learn about aggregations and the concepts of Measures, calculated columns and tables, and Time Intelligence functions to solve calculation and data analysis problems.
Introduction to DAX
DAX context
Advanced DAX
Lab : Advanced DAX in Power BI Desktop
Use the CALCULATE() function to manipulate filter context
Use Time Intelligence functions
Lab : Introduction to DAX in Power BI Desktop
Create calculated tables
Create calculated columns
Create measures
After completing this module, students will be able to:
Understand DAX
Use DAX for simple formulas and expressions
Create calculated tables and measures
Build simple measures
Work with Time Intelligence and Key Performance Indicators
Module 6: Optimize Model Performance in Power BI
In this module you are introduced to steps, processes, concepts, and data modeling best practices necessary to optimize a data model for enterprise-level performance.
Optimze the model for performance
Optimize DirectQuery Models
Create and manage Aggregations
After completing this module, students will be able to:
Understand the importance of variables
Enhance the data model
Optimize the storage model
Implement aggregations
Module 7: Create Reports in Power BI
This module introduces you to the fundamental concepts and principles of designing and building a report, including selecting the correct visuals, designing a page layout, and applying basic but critical functionality. The important topic of designing for accessibility is also covered.
Design a report
Enhance the report
Lab : Designing a report in Power BI Desktop
Create a live connection in Power BI Desktop
Design a report
Configure visual fields and format properties
Lab : Enhancing reports with interaction and formatting in Power BI Desktop
Create and configure Sync Slicers
Create a drillthrough page
Apply conditional formatting
Create and use Bookmarks
After completing this module, students will be able to:
Design a report page layout
Select and add effective visualizations
Add basic report functionality
Add report navigation and interactions
Improve report performance
Design for accessibility
Module 8: Create Dashboards in Power BI
In this module you will learn how to tell a compelling story through the use of dashboards and the different navigation tools available to provide navigation. You will be introduced to features and functionality and how to enhance dashboards for usability and insights.
Create a Dashboard
Real-time Dashboards
Enhance a Dashboard
Lab : Creating a Dashboard in Power BI Service
Create a Dashboard
Pin visuals to a Dashboard
Configure a Dashboard tile alert
Use Q&A to create a dashboard tile
After completing this module, students will be able to:
Create a Dashboard
Understand real-time Dashboards
Enhance Dashboard usability
Module 9: Enhance reports for usability and storytelling in Power BI
This module will teach you about paginated reports, including what they are how they fit into Power BI. You will then learn how to build and publish a report.
Paginated report overview
Create Paginated reports
Lab : Creating a Paginated report in Power BI Desktop
Use Power BI Report Builder
Design a multi-page report layout
Define a data source
Define a dataset
Create a report parameter
Export a report to PDF
After completing this module, students will be able to:
Explain paginated reports
Create a paginated report
Create and configure a data source and dataset
Work with charts and tables
Publish a report
Module 10: Perform Advanced Analytics in Power BI
This module helps you apply additional features to enhance the report for analytical insights in the data, equipping you with the steps to use the report for actual data analysis. You will also perform advanced analytics using AI visuals on the report for even deeper and meaningful data insights.
Advanced Analytics
Data Insights through AI visuals
Lab : Data Analysis in Power BI Desktop
Create animated scatter charts
Use the visual to forecast values
Work with Decomposition Tree visual
Work with the Key Influencers visual
After completing this module, students will be able to:
Explore statistical summary
Use the Analyze feature
Identify outliers in data
Conduct time-series analysis
Use the AI visuals
Use the Advanced Analytics custom visual
Module 11: Manage Datasets in Power BI
In this module you will learn the concepts of managing Power BI assets, including datasets and workspaces. You will also publish datasets to the Power BI service, then refresh and secure them.
Parameters
Datasets
Security in Power BI
After completing this module, students will be able to:
Create and work with parameters
Manage datasets
Configure dataset refresh
Troubleshoot gateway connectivity
Understand the aspects of Power BI security
Configure row-level security roles and group membership
Module 12: Create and Manage Workspaces in Power BI
This module will introduce you to Workspaces, including how to create and manage them. You will also learn how to share content, including reports and dashboards, and then learn how to distribute an App.
Creating Workspaces
Sharing and Managing Assets
Lab : Publishing and Sharing Power BI Content
Map security principals to dataset roles
Share a dashboard
Publish an App
After completing this module, students will be able to:
Create and manage a workspace
Understand workspace collaboration
Monitor workspace usage and performance
Distribute an App
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