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Course Outline

Introduction

  • Comprehensive overview of Power BI features and architecture.
  • Exploration of advanced tools and data analysis techniques in Power BI.

Getting Started

  • Installation of Power BI and associated components.
  • Standardized workflow for preparing reports and dashboards.
  • Walkthrough of the user interface.

Power Query – Importing Data

  • Types of connectors available.
  • Concept of query folding.
  • Strategies for extracting data from various sources:
    1. Flat files.
    2. Data within entire folders.
    3. Websites.
    4. Handling unstructured files.
  • Advanced Power Query techniques:
    1. Merging and appending tables.
    2. Pivoting and unpivoting data.
    3. Generating columns automatically from examples.
    4. Managing inconsistent tables.
    5. Decomposing tables.
    6. Best practices for text analysis.
    7. Introduction to M language basics.

Data Model – Why Is It Necessary?

  • Definition and purpose of a data model.
  • Data model normalization.
  • Overview of the two main table types.
  • Understanding relationship cardinality:
    1. One to many.
    2. One to one.
    3. Many to many.
  • Filter flow – underlying engine logic.
  • Creating hierarchies.
  • Data modeling best practices.

DAX – The Optimal Tool for Data Utility

  • What is DAX and what makes it so effective?
  • Distinction between measures and calculated columns: which to choose?
  • Filter context versus Row context.
  • Creating a measure table.
  • Utilizing variables in measures:
    1. Methods for creating variables.
    2. Benefits of using variables.
    3. Error handling and debugging using variables.
  • Scalar functions:
    1. Basic aggregation functions.
    2. Iterator functions.
    3. Using the SWITCH function as an superior alternative to IF.
    4. Application of the COALESCE function.
  • Advanced application of CALCULATE:
    1. Understanding modifiers.
    2. Practical examples using REMOVEFILTERS and KEEPSFILTERS.
    3. Understanding DAX Patterns.
  • Table and Filter functions:
    1. Most commonly used table functions.
    2. Differences and examples regarding VALUES versus DISTINCT.
    3. Integrating SELECTEDVALUE into reports.
    4. Understanding ALLEXCEPT.
    5. Understanding ALLSELECTED.
    6. Why SUMMARIZE is essential.
    7. Various methods for generating new data for reports.
  • Table joins:
    1. Performing CROSSJOIN operations.
    2. Using EXCEPT and INTERSECT with examples.
    3. Utilizing the UNION function.
  • Relationship functions:
    1. Difference between physical and virtual relationships.
    2. Using RELATED and RELATEDTABLE.
    3. How to apply USERELATIONSHIPS.
  • Advanced concepts in time intelligence.
  • Preparing Fiscal and non-standard calendars for your model.

Advanced Visualization Techniques:

  • Creating custom color palettes for reports.
  • Developing themes applicable to all reports.
  • Designing effective slicer panels.
  • Mastering the creation of truthful and compelling graphs.
  • Distinguishing between effective, poor, and misleading visualizations.
  • The simplest approach to enhancing report aesthetics.
  • Implementing interactive scenario analysis for users.
  • Utilizing forecast and trend lines for improved data recognition.
  • Techniques for drilling up and drilling down.
  • The importance of using parameters.
  • Leveraging bookmarks as allies in data visualization.

Requirements

  • Fundamental understanding of Power BI.
  • Practical experience with Power BI.
 14 Hours

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Training solutions designed exclusively for businesses.

  • Customized Content: We adapt the syllabus and practical exercises to the real goals and needs of your project.
  • Flexible Schedule: Dates and times adapted to your team's agenda.
  • Format: Online (live), In-company (at your offices), or Hybrid.
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