Power BI: Fundamentals and Getting Started

Introduction:

Microsoft Power BI is an advanced data visualization and business intelligence tool designed to analyze data and share insights. This Power BI: Fundamentals and Getting Started course covers key features of the software, including dataflows integration, custom connector development, and dashboard creation.

Whether you're a beginner or aiming for the Professional for Power BI Data Analysts, this course is suitable for various skill levels. It employs an activity-based approach to help participants develop practical dashboards, define workspace roles, and apply Power BI tools effectively for business needs. By the end of the course, participants will be well-prepared to achieve the Power BI Data Analyst Associate status.

Objectives:

At the end of this Power BI: Fundamentals and Getting Started course, participants will be able to:

• Effectively explore, transform, and present data.
• Understand the Power BI platform and its benefits.
• Formulate queries to extract and transform data efficiently.
• Develop efficient data models and calculated tables.
• Build and publish engaging visual reports and dashboards.
• Conduct DAX analysis confidently for forecasting.
• Grasp Power BI data flow and development concepts.

Training Methodology:

• Facilitative lectures
• Application of practices
• Demonstration of live activities
• Participative sessions
• Teamwork
• Questions and answers
• Tests and assignments

Course Outline:

Unit 1: Introduction to the Power BI Platform

• Architecture of Power BI platform
• Understanding datasets and external data sources
• Power BI SaaS Apps integration
• Power BI workspaces and their importance
• Reports and dashboards creation in Power BI
• Advantages of Power BI in a business environment

Unit 2: Shape and Extract Data using Power Query

• Essentials of Power Query
• Power Query Editor for beginners
• Getting external data sources
• Data manipulation and restructuring
• Exposing queries to the data library

Unit 3: Modeling Data for Analytics using Power Pivot

• Power Pivot data models and tabular BI
• Working with tables and table relationships
• Data Analysis Expressions (DAX)
• Adding calculated columns and measures
• Dimensional hierarchies and calculated tables

Unit 4: Support Time Intelligence by Extending Datasets

• Understanding evaluation context
• Creating a clock dimension table
• Supporting DAX Time Intelligence
• DAX Time Intelligence functions and forecasting

Unit 5: Creating Dashboards and Reports in Power BI

• Creating reports through Power BI views
• Developing reports using filters and slicers
• Dashboard creation in Power BI
• Sample reports and report creation

Unit 6: Designing Dashboards for Mobile Phones

• Power BI framework for mobile phones
• Application of Power BI apps on mobile phones
• Power BI mobile application configuration
• Mobile dashboard design fundamentals

Unit 7: Preparing and Publishing Power BI Content Packs

• Content packs and gallery content
• Organizational content packs
• Content pack modification and use
• Content packs and data protection

Unit 8: Leverage the New BI Features in Excel 2016

• Supporting data models in Excel 2016
• Power Query development in Excel 2016
• Power Pivot development in Excel 2016
• Creating pivot tables, graphs, and charts from data models
• Creating dashboards through Excel 2016
• Analyzing in Excel and exporting Power BI data