Details

Goals

To create reports in Power BI desktop

To learn how to manipulate data in Power Query

To learn how to manipulate a data model and write formulas

Prerequisite

Knowledge of the Windows work environment

Contents

Introduction

  • What is Power BI?

  • Licences,

  • Power BI Desktop environment.

Importing data with Power Query

  • Loading data from different types of sources,

  • Transform data to fit the model:

    • Filter,

    • Pivot / un-pivot,

    • Merge queries,

    • Append data from one query to another (Append Queries),

    • Select columns to keep from the source,

    • Rename columns,

    • Duplicate / reference queries,

    • Disable query loading in the model.

  • Update data

Data Model

  • Data modelling and best practice implementation,

  • Creating relationships in the data model,

  • Cardinality of relationships (one-to-many, one-to-one, many-to-many),

  • Direction of filters.

Creating calculations in the data model - Introduction to DAX (Data Analysis eXpressions)

  • Create calculated columns in DAX,

  • Create conditional formulas using IF,

  • Use data from a related table using RELATED,

  • Create measures (aggregate calculations - sums, counts, etc.) in DAX (SUM, COUNTROWS, etc.),

  • Create measures using Quick Measures,

  • Calculate a percentage of the total (DIVIDE, CALCULATE, ALL),

  • Create time comparison measures (TOTALYTD, TOTALQTD, TOTALMTD, DATEADD),

  • Customise the date tables of the model (CALENDAR, CALENDARAUTO, FORMAT, YEAR, MONTH).

Visualisations

  • Graphics: Columns, Bars, Ribbon, Line, Area, Waterfall,

  • Proportions: Pie, Donut, Treemap, Funnel,

  • Performance indicators: KPI, Gauge, Card, Multi-Row Card,

  • Geographic data: Map, Filled Map, Shape Map,

  • Interactive: Key Influencers, Decomposition tree, Q&A, Smart Narrative, Slicers.

Formatting

  • Formatting of report pages,

  • Use of themes to harmonise reports,

  • Basic formatting of visualisations,

  • Conditional formatting based on colour gradients or data bars,

  • Conditional formatting based on rules,

  • Conditional formatting based on measures.

Filtering reports

  • Filter a visualisation,

  • Create a top/bottom X,

  • Filter all views of a page,

  • Filter all visualizations of a report,

  • Drill down on the data of a visualization,

  • Editing interactions between visualisations.

Publication and integration

  • Publish a report,

  • View a published report in Teams,

  • Power BI app for report visualization (mobile and Windows),

  • Integration of published reports in PowerPoint.

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Next session(s)

Mon. 08 Apr. Tue. 09 Apr. 2024

Thu. 18 Apr. Fri. 19 Apr. 2024

Mon. 13 May. Tue. 14 May. 2024

Mon. 03 Jun. Tue. 04 Jun. 2024

Mon. 03 Jun. Tue. 04 Jun. 2024

Mon. 24 Jun. Tue. 25 Jun. 2024

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