Looking for a Power BI Intensive Training Course? Our tutor-led Power BI 1-Week Intensive Training Course offers comprehensive coverage of both basic and advanced features of Microsoft Power BI. This course is designed for users who are new to Power BI, but who intend to use the program extensively in their business workflows. You should consider taking this course when your company has recently adopted, or are about to adopt Power BI, and you will be playing a pivotal role in ensuring that your organization derives the greatest possible benefit from self-service business intelligence.

Course Outline

Power BI Introduction (2 Days)

Getting Started
The Power BI Product; Power BI Desktop; The Power BI Service; Power BI Mobile Apps; Power BI Subscription; Power BI free vs Power BI Pro; Power BI Premium; Dashboards, reports, and datasets

Connecting to Text Files
Overview of the Query Editor; Closing and Reopening the Query Settings Pane; Renaming a Query; Using the Query Settings Buttons; Applying Changes Made in the Query Editor; Editing an Existing Query

Connecting to Excel Data
Worksheets, Tables, and Name Ranges; Importing Excel Objects into Power BI; Recognizing the Icons

Connecting to a Folder of Data
When to use this feature; Connecting to the Folder; Specifying an example file; Extracting data from filenames; Updating the folder

Connecting to Web Data
Examining the Source Data; Connecting to the Excel Data; Connecting to the Currency Exchange Rate Data; Creating a Custom Column; Adding a Report Background; Automatic Detection of Relationships; Using the Table Visual; Creating Calculated Columns; Using the Slicer Visual

Trim, Clean, and Case
Isolating the Problem; Using the Trim Function; Using the Clean Function; Using the Replace Values Command; Using the Capitalize Each Word Command

House Keeping and Meta Data
Renaming Items; Renaming Columns; Renaming Query Steps; Adding Descriptions to your Steps

The Split Columns Command
Tidying up the Data; Using Split by Number of Characters; Splitting by Character Transition; Creating Relationships; Creating a Treemap Visual; Creating a Filled Map Visual

Cleaning up Report Data
Removing Header Rows; Removing an Excel Table Total Row; The Replace Values Command; Remove Errors and Replace Errors; The Fill Down Command; The Unpivot Columns Command; What is Pivoted Data?; Importing the Data; Using UnPivot Other Columns

Combining Tables
Append Queries; Importing the Data; Removing the differences between columns; Using Append Queries as New; Using Merge Queries as New; Specifying the Join Kind

Adding Data to a Data Model
The Budget Table; The Clients Table; The Products Table; The Purchases table; The Sales table; The Staff Table

Relationships
Creating relationships automatically; Creating relationships manually; Creating Composite Primary and Foreign Keys; Linking the Sales and Purchases Tables; Linking the Sales and Budget Tables

Enhancing the Data Model
Creating a Date Table; The CALENDAR and CALENDARAUTO Functions; Syntax; The FORMAT Function; Creating Measures; Understanding Measures; Creating a Table for your Measures; The DAX SUMX Function; The RELATED Function; Calculating Variance percentages

Branding in Power BI Desktop
Adding a Page Background; Adding a Logo; Using Report Themes

Big-Picture Visuals
Displaying the Budget Variance; Displaying the Margin Variance; The Gauge Visual; Using Visual-Level Filters; Using the Format Painter; Configuring Gauges; The CALCULATE Function; Cross Filter Direction

Customizing Visual Interactions
Creating Stacked Bar Charts; Edit Visual Interactions; Cross-Filtering; Cross-Highlighting

Editing a Published Report in the Power BI Service
Publishing a Report; Accessing Reports in the Power BI Service; Editing a Report in the Power BI Service; Saving Changes to a Report in the Power BI Service; Downloading a PBIX File from the Power BI Service

Creating app workspaces
App workspaces versus apps; My Workspace; Creating an App Workspace; Configuring an App Workspace; What if Nobody Can Create App Workspaces?; Publishing an App versus Publishing to an App Workspace; The Publishing Process; The Consumer Experience

Creating Dashboards
Pinning Individual Visuals to a Dashboard; Pinning QA Visuals to a Dashboard; Pinning a Report Page to a Dashboard

Publishing an app
Publishing an App versus Publishing to an App Workspace; The Publishing Process; The Consumer Experience

The Power BI Mobile Experience
Logging into the Power BI Service; The Default Mobile Experience; Optimizing Dashboards for Mobile Devices; Optimizing Reports for Mobile Devices

Power BI Intermediate (1 Day)

Power Query Parameters and Templates
Benefits of parameters and templates; Overview of Our Example; Creating Dynamic Titles; Creating parameters; Creating Parameters on the Fly; Updating a Data Source via a Parameter; Parameterizing Filter Operations; Applying Filters to Related Tables; Creating a Template; Using a Template

Row Level Security
Defining roles and rules in Power BI Desktop; Working with members; Add members; Add a member; Remove members

Drill-down, Drill-through, and Tooltip Pages
Drill-Down; Creating Drill-Through Pages; Back Buttons; Custom Tooltips; Tool tip Pages

Exporting Data out of Power BI
Export Settings; Exporting Summary Data; Exporting Underlying Data; Analyze in Excel; Exporting to PDF; Exporting to PowerPoint

PowerPoint Integration
Constructing a narrative in PowerPoint; Using export to PowerPoint; Embedding live reports into a PowerPoint presentation

Custom visuals
Overview of custom visuals; AppSource Marketplace; Power BI Certified Custom Visuals; Chiclet Slicer; Timeline Slicer; Synoptic Panel; Simple Image; TextWrapper

Business Narration
Narrative Formatting; Self-running narratives; The Selection Pane; Using the Pulse chart visual

Further Practice in Data Modelling and Report Creation
Connecting to the Excel Data; Transforming the Data in Power Query; Creating a Date Table; Creating a Table for your Measures; Calculating Average Employee Rating for the Current Month; Calculating Average Employee Rating for the Entire Year; Calculating the Percentage of Issues Resolved; Calculating the Percentage of Issues Resolved for the Entire Year; Creating the Employee Details Table; Creating a Pie Chart to Show SLA breakdown; Creating a Bar Chart to Show Issue Outcomes

Power BI Advanced (2 Days)

Data Centralization
Using PBIDS Files; Power BI Dataflows; Data Preparation; Using a Dataflow as a Data Source; Setting Scheduled Refreshes; Creating Shared Datasets; Giving Access to Datasets; Creating Reports from Shared Datasets

Data Profiling
Column Quality; Column Distribution; Column Profile; Using Table.Profile; Data Source Errors; Data Load Errors; Table.SelectRowsWithErrors

DAX What-if Parameters
Overview of DAX Parameters; Creating Numeric Parameters; The SELECTEDVALUE Function; Exposing Parameters to the User; Tracking User Input; Creating Textual What-If Parameters

The M language
Working with M in the Query Editor; The nature of the M language; The let … in statement block; Comments in M; Variables in M; Built-in (primitive) data types; Complex data types; Lists; Records; Tables; Creating a Connection Based on the Current Date; Using Conditional Logic; Creating M Functions; Using List. Transform for Looping

Data Modelling and Parameter Tables
When to use Parameter Tables, Leveraging Custom Parameter Tables; Connecting to the data; Creating a date table; Creating a measures table; Creating a reference to a query; The Chiclet Slicer custom visual; The Timeline Slicer custom visual; Creating parameter slicers; Calculating the offset price; Creating a dynamic title

Optimizing Data Models
The Building Blocks of Data Modelling; When to use Calculated columns; Star and Snowflakes Schemas; Hiding Unused Columns; Sort by Column; Entering Data in Power BI; Measures vs Implicit Measures

Creating Hierarchies
What are hierarchies; Hierarchies and Drilldown; Date Hierarchies; Options Relating to Automatic Date Hierarchies; Manually Creating a Date Hierarchy in Power BI; Creating an Informal Date Hierarchy; Creating a Formal Date Hierarchy; Creating Business Hierarchies; Creating a Business Hierarchy; Adding Calculated Columns to Support a Hierarchy; The RELATED function

The DAX Language
Functions; Operators; Mathematical; Logical; String; Literal Values; Object References; Referring to Tables; Referring to Columns; Referring to Measures; Calculated Columns Versus Measures; Creating a calculated column in Power BI; Calculated Columns and Row Context; Calculated Tables; Cloning a table; Using the DISTINCT Function

Advanced DAX
X Functions Revision; The RANKX Function; Ranking Within a Group; The CALCULATE Function; The FILTER Function; Using Table Functions; The VALUES Function; The SUMMARIZE Function

Working with Calculated Tables
Creating calculated tables, DAX functions that return tables, The ADD COLUMNS function, The SUMMARIZE function, VALUES, and DISTINCT functions, Using Calculated Tables Within the Data Model, Using Calculated Tables Within Measures

DAX Time Intelligence
Calendar Tables; Power BI Auto Date/Time Feature; Automatic vs Manual Time Intelligence; The TOTALYTD, TOTALQTD, and TOTALMTD functions; Example; Specifying End of Fiscal Year; The SAMEPERIODLASTYEAR Function; Using the DATEADD Function for Maximum Flexibility; The PARALLELPERIOD Function; Calculating Running Totals

QA and AI
Using the QA Visual; Setting up the QA Feature; Field Synonyms; Review Questions; Teach QA; Suggest Questions; Using the Decomposition Tree Visual; Using the Key Influencers Visual

Further Practice on Data Modelling
Connecting to an External Date Table; Engineering a One-to-Many Relationship; Handling multiple significant dates; Active and Inactive Relationships; Role-Playing Dimensions

Further Practice in Analytics and Visualization
The USERELATIONSHIP Function; Calculating Key Metrics; Visualizing our Data; Visualising a Sales Funnel; Displaying Converted and Lost Business; Displaying Target vs Actual; Dynamically Showing a Chart