Building Analytical Dashboards with Power BI
Highly demanded class
Sign up early
16 hours
4-day class
Instructor-led
World-class instructors
Labs
Hands-on experience
Live Online
Nov 2 – 5
2020
$1,950
$1,400
Nov 2 – 5
2020
$1,950
$1,400
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
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.
Delivery & Schedule
This class will be delivered over the course of 4 days.
Dates
Monday, Nov 2nd to Thursday, Nov 5th
Schedule
| Pacific Time | Eastern Time | |
| Live Session | 9:00am – 10:30am | 12:00pm – 1:30 pm |
| Coffee Break | 15 minutes | |
| Live Session | 10:45am – 12:00pm | 1:45pm – 3:00pm |
| Snack Break | 30 minutes | |
| Live Session | 12:30pm – 1:45pm | 3:30pm – 4:45pm |
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
Module 00: Introductions & Setup
- Introductions
- Course Overview
- Course Materials & Setup
Module 01: Introduction to Business Intelligence
- Business Intelligence Overview
- Business Analytics
- Business Trends
- Self Service
- 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
- Power BI Mobile
- Power BI Embedded
- 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 03: Introduction to Power BI Desktop
- 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
- DEMO 04-03 – Show operations with Query
- 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 Summary
Module 06: Modeling – Improving the Data Model
- Key Concepts
Basic Modeling Enhancementso
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
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
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 Securityo
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: Power BI Mobile
- Mobile Support
- Design Considerations
DEMO 15-01 – Walkthrough Mobile App & Features; Create mobile view and Publish; Synch changes between Power BI Service and Mobile App
LAB 15-01 - Module Summary
Module 16: Modeling – Security
- Security Overview
- Roles
- Row Filters
- Row Level Security
- Role Members
DEMO 16-01 – Create Role Security and Test
LAB 16-01 - Module Summary
Module 17: Administration
- Data Gateway
- Performance Analyzer
- Power BI Admistrator Roles
- Power BI Environment
- Tenant Settings
- Usage Monitoring & Auditing
- Automating Power BI Administration
- Module Summary
Meet the instructors
Brett Tomson
Brett is Principal Architect, Managing Consultant and Mentor for multiple high visibility projects delivering a holistic view of critical business information and processes covering a variety of vertical markets.
Brett is also a published author of numerous articles and books.
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).
Tom Huguelet
Tom is a technical architect and consultant with 20 years of experience driving the strategy and architecture of innovative information systems and business intelligence solutions for a wide variety of clients and leading technology corporations. Tom prides himself on being a team builder, skilled in designing and delivering engaging technical training initiatives and in mentoring and coaching colleagues to achieve peak levels of productivity, efficiency, and performance.
