Power BI and Dashboards for the Busy Professional

What you'll learn

Microsoft Power BI for data analysis
Business Intelligence
Data Analysis

Requirements

Familiarity with Microsoft Excel
Some basic data analysis exposure

Description

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.


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