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Self-service Business Intelligence with complex, insights-rich, interactive reports and dashboards in Power BI

What you’ll learn

  • Microsoft Power BI for data analysis
  • Business Intelligence
  • Data Analysis
This course includes:
  • 5 hours on-demand video
  • 17 downloadable resources
  • Full lifetime access
  • Access on mobile and TV
  • Certificate of completion

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 that can drive business process and report automation and take you from just data analysis level to Business Intelligence (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.

Who this course is for:
  • Data Analysts
  • MIS Analysts
  • Financial Analysts
  • Project Managers
  • Supply Chain Analysts
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