Analyzing and Presenting Data with Power BI (Canada) Seminar

Presented by Hands-On Technology Transfer

Hands On Technology Transfer Computer Training

Bring this seminar on-site to your facility for groups of 10 or more.

This course provides a robust and in-depth introduction to Microsoft's Power BI suite of products. Students will learn to use the Power BI Desktop and Power BI online service to import, analyze, and visualize business data, and to share business intelligence.

Course Description

This course provides a robust and in-depth introduction to Microsoft’s Power BI suite of products. Students will learn to use the Power BI Desktop and Power BI online service to import, analyze, and visualize business data, and to share business intelligence. Topics include an exploration of the evolution of relational databases, data warehouse and business intelligence; importing and combining data from diverse data sources; shaping and transforming data; modeling data; developing useful and insightful visualizations; creating and sharing reports and dashboards in the Power BI service; collaborating in the Power BI service; and an introduction to Data Analysis Expressions (DAX).

What You Will Learn

The fundamentals and evolution of business analysis processes and tools
The roles, tasks and tools involved in self-service business analysis
How to connect to and import data from numerous diverse sources into the Power BI Desktop and service
When to directly query data sources and when to import data
How to shape, transform, and combine data from diverse sources to create useful reports
Using the Power Query Editor
Which visualizations are best suited for various types of analysis
How to create, organize and format visualizations that evoke insight and deliver optimal impact
How to use and develop data models and related tools to combine datasets for analysis
How to modify relationships, cardinality, and cross filter direction to maximize the efficacy of analysis
Publishing to the Power BI service
Create and manipulating dashboards, reports and apps in the Power BI service
Refreshing datasets, reports and dashboards in the Power BI Desktop and service
Sharing reports, dashboards, workbooks and datasets in the Power BI service
Creating hierarchical drilldown reports
Collaborating in the Power BI service
The basics of DAX (Data Analysis Expressions)
The utility of the Power BI REST API and the R, M and Python languages with regard to the Power BI suite of tools

Course Prerequisites

Before attending this course, students must have:

High degree of computer literacy
Experience with office applications
Familiarity with spreadsheet functionality
An understating of fundamental business analysis issues such as revenue, profitability, financial accounting, and reporting
Basic familiarity with relational databases and data warehousing is helpful but not required

Workshop Agenda

Introduction to Business Analysis The Evolution of Data Analysis Databases Normal Forms Data Modeling Data Processing Beyond the Database Data Warehouses Fact and Dimension Tables Data Warehouse Schema Star Schema Snowflake Schema Big Data Self-Service Business Intelligence Enterprise Intelligence Self-Service BI The BI Team The Data Steward The Tasks Accessing Data Loading Data Shaping Data Reporting Visualizing Data Collaborating The Tools The Power BI Suite Related Tools	Getting Data with Power BI Desktop The Power BI Workflow Terminology Opening the Power BI Desktop The Navigation and Filter Panes The Visualizations Pane The Fields Pane Power BI Desktop Settings Data Sources On-Premises Data Files Databases Online Databases Software as a Service (SaaS) Providers Internet Data Data Access Issues Data Reliability Issues Getting Data Import vs. Direct Query Advantages of Direct Query Limitations of Direct Query Data Limits Cleaning Data Selecting Data Fundamentals of Getting Data Importing from Excel Preparing Excel Data Importing from Excel Importing from a Database Selecting Data with SQL Importing from a Web Page Revising Data
Transforming and Shaping Data Getting the Right Data Shaping Data How and Where to Transform Data Formatting Currency Columns and Measures Filters The Power Query Editor How Power BI Accesses and Stores Data Query Editor Layout The Transform Tab The Add Column Tab The View Tab Manipulating Columns Applied Steps The Advanced Query Editor	Visualizing Data Visual Data Processing Why We Visualize Choosing the Right Visualization Report Design Creating Visualizations Basic Layout Selecting Data Starting with Data Starting with Visualization Type Sorting Adding Data, Changing Visualizations The Slicer Fields, Format and Analytics in the Visualizations Pane Formatting Visualizations General Formatting Formatting Groups Title Report Themes Data Colors Data Labels Data Labels Display Units Axes Text Boxes, Images, Shapes Visualization Mechanisms The Slicer Q&A Custom Visuals
Types of Visualizations Basic Visualizations Tables Matrixes Bar/Column Charts Clustered Stacked 100% Ribbon Charts Waterfall Charts Line/Scatter/Area Charts Line Chart Scatter Chart Area Charts Line-and-Column Charts Pies and Donuts Pie Charts Donut charts Map Charts Specialized Charts Funnel Chart Gauge Chart Card Chart Multi-Row Card KPI Key Influencers Tree Maps	Modeling Data Data Models The Utility of Data Models Data Types Cardinality Cross Filter Direction Relationships Understanding Relationships Relationships and Keys Hierarchies The Utility of Hierarchies Creating Hierarchies The Model View Changing Relationships Using the Model View
The Power BI Service Overview Functions by Application Limitations Connecting to the Power BI Service Publishing a Report to the Power BI Service Direct Connectivity from the Power BI Service Refreshing Data Gateways The Power BI Service Interface Layout My Workspace Report Edit Mode Dashboards Dashboard Foundations Dashboards vs. Reports Building Dashboards Editing a Dashboard Filtering a Tile Working the Power BI Service Reports Exporting Reports and Data Workbooks Datasets Apps Sharing Reports and Dashboards Q&A Featured Questions Power BI Service Settings Administration Power BI Administration Admin Portal Power BI Mobile The App To Set Up Your Smartphone Layout Power BI Mobile Features and Limitations	Power BI and Programming Languages Survey of Power BI Languages Why? The Power BI REST API R M Python DAX Data Analysis Expressions DAX Syntax Logical Operators DAX Examples

More Seminar Information

Hands-On Technology Transfer
Summary	This course provides a robust and in-depth introduction to Microsoft's Power BI suite of products. Students will learn to use the Power BI Desktop and Power BI online service to import, analyze, and visualize business data, and to share business intelligence.
Delivery Method	Seminar
Also Available As	On-Site Training
Who Should Attend	Business Analysts