Data Analysis, Visualizing and Results Reporting Using Power BI

INTRODUCTION

Microsoft power BI, an analytics tool developed by Microsoft, collects unstructured data, processes, analyzes and produce reports. It consists of the Power BI Desktop, the SaaS Power BI Service, and a range of mobile apps (iOS and Android compatible). These tools help an organization to read the information, get a clear idea of what to do, and produce reports that help in making a real time decision.

Duration

5 Days

Who should attend?

Managers, business analysts, decision makers and anyone who need to analyze and visualize data using Microsoft Power BI.

Training objectives

Upon completion of this course participants will be able to:

• Use Power BI Desktop to produce reports,
• Learn how to connect to and query data from different sources using the Query Editor.
• Use the datasets built with Query Editor to create Reports and Visualizations or dashboards within Power BI Desktop.
• Create and share dashboards based on reports in Power BI desktop
• Learn how to collaborate on dashboards, and share insights both inside and outside their organization
• Understand Power BI Data Analysis Expression(DAX), and its functions

COURSE OUTLINE

Module 1: Introduction Miscrosoft Power BI tools

Introduction to tools that are used to inform on business intelligence

Components of Power BI

Overview of Power BI use

Self-service BI

Setup and Configuration of Power BI

Module 2: Data management

Connecting to Data Sources in Excel, Online sources and SQL

Data Transformation

• Rename fields & replacing data values in cells, rows
• Basic Table Transformations
• Changing data types & change order of columns
• Un-pivoting columns
• Grouping & Aggregating Data
• Modifying, Merging & Appending Queries
• Grouping and splitting column into multiple
• extract feature (before /after delimiter)
• Defining Hierarchies & Categories
• Adding new columns
• Filters and parameters
• View native queries vs unfold queries
• Connecting to Folders

Module 3: Modeling data

Creating Table Relationships

Table relationship (one to one, one to many, many to many)

Connecting Multiple Data Tables

Data Analysis Expression (DAX)

Measures and calculated Columns

Mastering DAX using quick measures

Module 4: Data Visualization

• Clustered bar chart and clustered column chart
• Line chart & area chart
• Line and clustered column chart
• Line and stacked column chart
• Ribbon & waterfall chart
• Funnel & tree map visuals
• Pie-chart and doughnut chart
• Table chart and matrix chart
• Slicer, gauge, card visuals
• Map and filled map
• ArcGIS maps for Power BI
• KPI
• Q & A visual
• Fine tune your visualization using parameters and slicers
• Deciding on when to use a particular visual

Module 5: Producing reports

• Intro to the Power BI Report View
• Matrix Visuals
• Cards & KPIs
• Map Visuals (Basic, Fill, ArcGIS)
• Treemaps, Lines, Areas & Gauges
• Editing Report interactions
• Adding Drillthrough Filters
• Linking to Report Bookmarks
• Managing & Viewing Roles
• PREVIEW: Publishing to Power BI Service

Building and Sharing a Dashboard

• Workspace
• Datasets
• Reports
• Create Dashboard
• Modify and update Dashboard
• Share your Dashboard

Data Security in Power BI

• Configuring row level security
• Setting up user roles

Configuring Data Refresh

• Types of data refresh (Package Refresh, Model/Data refresh, Tile Refresh, Visual/Container Refresh)
• Understand & configure data management gateways
• Configuring & scheduling data refresh

Power BI for Mobile

• Configuring Power BI for Mobile
• Visualize dashboards and report on Power BI Mobile
• Commenting on reports and dashboards in Power BI Mobile

Excel Power BI

• Power Query and Power Pivot on Excel
• Visualize and Edit Power BI reports using excel analyzer
• Building reports on Excel and Publishing to Power BI service