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Training

Building Analytical Dashboards with Power BI

Highly demanded class

Sign up early

24 hours

3-day class

Instructor-led

World-class instructors

Labs

Hands-on experience

Chicago

November 5 – 7

2019

$2,950

$1,950

November 5 – 7

2019

$2,950

$1,950

What will I learn?

By the end of this course, you will have practiced how to Get Data from various sources, Model your data, Visualize your data, and Share your data with Power BI Desktop and the Power BI Service.

The training objective of the course is to provide students with the necessary knowledge for data integration and advanced analysis using Power BI.  Practical use cases are incorporated into the sessions allowing application into real-world situations.

 

  • Import data from heterogeneous sources including Excel, Access, ERP systems, websites, online services, social media, and more.
  • Design, refine and optimize data models
  • Create analytical calculations using Data Analysis eXpressions (DAX)
  • Create interactive reports and dashboards
  • Share insights within the organization using content packs and app workspaces
  • Leverage content on various mobile platforms
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Course Benefits

Does our organization need insights to make decisions at every level, in real time?
With Power BI you can gather and analyze data from hundreds of data sources: on-premises data sources, big data, streaming data, cloud services…

Are you already using Power BI but you need to get the most out of it?
In this course you will learn how to create and share powerful data visualizations with your team, using practical examples that you can implement from day 1.

Are you leveraging implementing Power BI in your organization?
Microsoft Power BI is the best data visualization tool out there, and we will show you all the necessary ingredients for a successful implementation.

Audience

This course is intended for experienced business and data analysts with prior experience data visualization tools like Tableau, QlikView and Excel with PowerPivot & Power View and desire to apply similar approaches to Power BI.

Requirements

Exposure to Power BI Desktop and Power BI Service (powerbi.com) is recommended and prior work in Power BI is strongly encouraged.

“Excellent teacher, he exceeded my expectations, his greatest strength is the ability to provide examples of the real world”

“Great job. Easy to understand and integrated good real-world examples. I am blown away by the depth of knowledge and passion. I am inspired by him!”

“It was great! Lots of good information that we can immediately implement”

Course Outline

Day 1

  Module 00: Introductions & Setup

  • Introductions
  • Course Overview
  • Course Materials & Setup

    Module 01: Introduction to Business Intelligence

  • Business Intelligence Overview
  • Business Analytics
  • Business Trends
    o Self Service
    o Enterprise
  • Common Approaches
  • Common Pitfalls
  • Common Architectures
  • Business Intelligence Applications
  • Microsoft BI Tool
  • Module Summary

     

    Module 02: Introduction to Power BI Ecosystem

  • Power BI
  • Components of the Ecosystem
  • Power BI Desktopo Power BI Service
    o Power BI Mobile
    o Power BI Embedded
    o Power BI Report Server
  • Components of Power BI
  • Power BI Licensing
    DEMO 02-01 – High level walkthrough of final report that will be built within the class (Power BI Desktop)
  • Module Summary

     

    Module 02: Introduction to Power BI Ecosystem

  • Power BI Development Life Cycle
    o Data Discovery
    o Data Modeling
    o Data Visualization
  • Power BI Desktop: Core Activities
  • Power BI Desktop Key Features & Navigation
    o Main Canvas
    o Left Navigation Pane
    o Visualization Navigation Pane
    o Fields Navigation Pane
    DEMO 03-01 – Walkthrough desktop features discussed above
  • Module Summary

Module 04: Get Data – Gathering & Cleansing

  • Data Source – Connectors
    DEMO 04-01 – Show Get Data features
  • Getting Data
    DEMO 04-02 – Connect and load source data into model using Import Data
  • Query Editor
  • Advanced Editor – Welcome to M
    DEMO 04-03 – Show operations with Query
  • Work with Transformations
  • Navigate the Process Pane
  • Load the Model
  • Show Advanced Editor options
    LAB 04-01
  • Module Summary


    Module 05: Modeling – Dimensional Modeling

  • Terminology
  • Basic Concepts
    o OLTP/OLAP
  • Data Warehouse
    o Inmon/Kimball
  • Element of an Analytical System
    o Fact/Dimensions
  • Handling Changes – SCD

    Module 06: Modeling – Improving the Data Model

    Key Concepts

  • Basic Modeling Enhancements
    o Tables/Column
    o Data Formatting and Categorization
    o Relationships
    o Hierarchies
    DEMO 06-01 – Apply modeling enhancement to existing model
  • Introduction to DAX
  • Measures & Calculated Columns
    o Implicit/Explicit Measures
    o Calculated Columns
  • Date Table
    DEMO 06-02 – Create Simple explicit measures; Create calculated column; Create Date table
    LAB 06-01
    • Module Summary

     

    Module 07: Visualize – Introduction to Visuals & Chart Interactions

  • Power BI Reports (Desktop)
  • Visualization Pane
  • Fields Pane
  • Top Navigation Ribbon
    DEMO 07-01– Show Navigation, Visualization, Field, & Navigation ribbon
  • Key Visual Elements
    o Visuals
    o Slicers
    o Visual Interaction
    o Data/Drill
    o See Records/Data
    o Maps
  • Drillthrough
    DEMO 07-02 – Show visual contextual menu; Interactions; Drillthrough; Drill down; Create a report with map visual
    LAB 07-01
  • Module Summary
Day 2

   Module 08: Introduction to Power BI Service

  • Power BI Service
  • Navigating Power BI Service
    DEMO 08-01 – Publish into Power BI Desktop; Navigate Power BI Service; Show Get data features
  • Workspaces
    o Creation
    o Roles
    o Limitations
  • Workspace Content
    o Dataset
    o Workbooks
    o Reports
    o Dashboards
    DEMO 08-02 – Show workspaces and associated content
    LAB 08-01
  • Module Summary
     

    Module 09: Get Data – Advanced Transformations

  • Advanced Transformations
    DEMO 09-01 – Show some of the advanced transformations
  • Power Query (M Language)
  • Parameters/Functions
    DEMO 09-02 – Show parameters; Load data using M script
  • R & Python (Transformations)
    DEMO 09-03 (Optional) – Use R script to import data into Power BI (Use Date Script)
    LAB 09-01
  • Module Summary
     

    Module 10: Modeling – Introduction to DAX

  • DAX Explained
  • DAX Function
  • Understanding Context
    o Row Context
    o Query Context
    o Filter Context
  • CALCULATE Function
  • Time Intelligence – Date Table
  • Variables (VAR)
    DEMO 10-01 (Optional) – Show Calculate Function working; Show example of Variable being used
  • Module Summary
     

    Module 11: Modeling – Advanced Modeling Techniques

  • Calculated Tables
  • Disconnected Slicers
  • Time Intelligence
  • Relationships
    o Active/Inactive
    o Cross Filter
  • Role-Playing Dimensions
  • Q&A(Desktop)
  • What-If Parameters
  • Grouping & Binning Data
    DEMO 11-01 – Create Calculated Table; Show Time Intelligence; Difference Between Duplicate & Reference Query; Show Q&A; Create What-if Parameter; Create grouping
    LAB 11-01
  • Module Summary
Day 3

 Module 12: Visualize – Advanced Visualizations

  • Visuals
  • Analytical Pane
    o Reference Lines
    o Trend Lines
    o Percentile Lines
    o Forecasting
  • Importing Visuals
  • Dynamic Visuals
  • Custom Visuals
  • R & Python Visualizations
    DEMO 12-01– Import visuals from Marketplace; Create dynamic visuals
    LAB 12-01
  • Module Summary

     

    Module 13: Visualize – Advanced Features

  • Bookmarks
    DEMO 13-01 – Create a simple bookmark
  • Report Design
    o Buttons, Images, Shapes
    o Filters
    o Conditional Formatting
    o Tool Tips
    o Sync Slicers
    o Themes
    o Templates
    DEMO 13-02 – Create a button and link an action; Create a custom tool tip; Apply a new theme; Save as a Template
    LAB 13-01
  • Module Summary

     

    Module 14: Share – Publishing and Sharing using Power BI Service

  • Datasets
    o Quick Insights
    o Security
    o Refresh
    o Permissions
  • Dashboards
    o Tiles
    o Q&A
    DEMO 14-01 – Show datasets; Demonstrate Quick Insight; Show where to refresh; Create dashboard; Demonstrate Q&A
  • Power BI Service Apps
  • Sharing
    DEMO 14-02 – Create App workspace; Publish App; Show Apps content list
    LAB 14-01
  • Module Summary

     

    Module 15: Modeling – Security

  • Security Overview
  • Roles
  • Row Filters
  • Row Level Security
  • Role Members
    DEMO 15-01 – Create Role Security and Test
    LAB 15-01
  • Module Summary

     

    Module 16: Administration

  • Power BI Admistrator Roles
  • Power BI Environment
  • Tenant Settings
  • Usage Monitoring & Auditing
  • Automating Power BI Administration
  • Module Summary

     

    Module 17: Power BI Mobile

  • Mobile Support
  • Mobile Features
  • Design Considerations
    DEMO 17-01 – Walkthrough Mobile App & Features; Create mobile view and Publish; Synch changes between Power BI Service and Mobile App
    LAB 17-01
  • Module Summary

Meet the instructor

Patrick Dubois

Patrick is an experienced Data Specialist who has been guiding clients since 2001 in better understanding and working with their data. His project experiences have revolved around moving and integrating data into new environments, system/process redesigns, data and business rule validation, as well as full implementation of business intelligence solutions at both large and small clients. To that end, Patrick has worked with a variety of tools, but he specializes within the Microsoft BI Suite of Products (SQL Server, SSIS, SSAS, SSRS, Power BI).


Location

MicroTek Chicago Training & Meeting Rooms
230 West Monroe Street, Suite 900, Chicago, Illinois 60606
Chicago

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