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Power BI - Building reports and dashboards

Learn how to connect different data sources, in order to transform data, design data models, create and publish reports.
Microsoft Partner

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  • Duration: 2 days
  • Regular price: $1,000
  • Preferential price: $880

Course outline

Duration : 2 days

© AFI par Edgenda inc.

It is strongly recommended that you have access to Power BI Desktop to take this course.
If you do not have access to Power BI Desktop, our team can provide you with the necessary tools for the course to run smoothly, at no extra cost.

BI professionals and experts who want to deepen their understanding of Power BI to connect different data sources, transform data, design data models, create and publish reports within their organization.

Audience

Power BI Report Designer

Prerequisites

  • Connect to the Power BI service (Pro License)
  • Navigating the Power BI interface
  • Recognizing and differentiating Power BI content
  • Working with Power BI dashboards
  • Working with Power BI reports
  • Understanding the Power BI dataset
  • Understanding Power BI applications
  • Creating a Power BI report
  • Performing analyses in Power BI
  • Creating dashboards in Power BI
  • Collaborate and share in Power BI
  • Troubleshooting a Power BI report

Objectives

  • Optimize your use of Power BI Desktop and Power BI Report Builder report editors from the desktop
  • Identify the report creation process in application production
  • Discover the basics of simple DAX/Power FX functions to perform the calculations required for your visualizations
  • Make effective use of available visualizations by following simple data storytelling rules and recommendations

Teaching method

Lectures - Demonstrations - Guided and individual exercises

Contents

Chapter 1 - Understanding the structure of Power BI

  • Examine the licensing models available.
  • Find out more about Premium offers.
  • Working with Power BI Reporting server.
  • Learn how to use data gateways.
  • Discover how applications work.

Chapter 2 - Importing data

  • Understand data security issues.
  • Consume and update the data catalog.
  • Query data from Microsoft SQL Server.
  • Query data from Microsoft Dataverse.
  • Query data from Cosmos DB.
  • Request data from Synapse Analytics Services.
  • Solve performance problems.
  • Resolve data import errors.

Chapter 3 - Transforming and loading data

  • Understand data transformation options.
  • Learn how to normalize data.
  • Find out how to modify column types.
  • Learn to combine several sources.
  • Understand how to visualize data profiles.

Chapter 4 - Designing a data model

  • Understand how to work with tables.
  • Learn how to create a customized date table.
  • Setting up and working with dimensions.
  • Understand how to define data granularity.
  • Learn how to set up relationships and filtering directions.

Chapter 5 - Securing data

  • Understand how to define and set up roles.
  • Find out how to configure the static method.
  • Discover how to configure the dynamic method.
  • Learn how to use privacy labels.

Chapter 6 - Adapting the data model with DAX

  • Discover simple functions.
  • Learn how to create calculated columns.
  • Understanding measurement and aggregation.
  • Understand the notion of context.
  • Understand how to change context with the CALCULATE function.
  • Create a time reference table.
  • Learn to work with time functions.

Chapter 7 - Optimizing data model performance

  • Review the performance of your data model
  • Understanding how to use variables
  • Discover how to reduce cardinality
  • Learn how to optimize Direct Query models
  • Learn how to create and manage aggregations

Chapter 8 - Using the right visualizations

  • Learn to use visual Q&A.
  • Discover how to import customized visuals.
  • Understand how to define objectives.

Chapter 9 - Creating interactive reports

  • Understand the simple rules of Data Storytelling.
  • Design or reuse report layouts.
  • Learn how to personalize interactions.
  • Discover how to design a user experience.
  • Learn how to configure conditional formatting.
  • Set up cutting, filtering and sorting.
  • Learn how to define moving relationships.

Chapter 10 - Creating effective dashboards

  • Discover how to create "real-time" vignettes.
  • Learn how to define the mobile view.
  • Discover how to define and implement objectives.

Chapter 11 - Creating paginated reports

  • Learn how to obtain data.
  • Discover how to create a paginated report.
  • Understand how to work with graphics.
  • Learn how to publish the report.

Chapter 12 - Managing datasets in Power BI

  • Learn how to use a data gateway
  • Find out how to set up a scheduled update
  • Discover how to implement incremental updating
  • Learn how to manage and promote data sets
  • Learn how to solve refreshment problems
  • Improve performance with query caching

Related courses

Power BI - Introduction | AFI Expertise

Power BI - Optimize your use | AFI Expertise

Power BI - Transforming data models with DAX | AFI Expertise

Surround yourself with the best

Marwa Attafi
Marwa Attafi
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I accumulated more than 10 years of experience in IT before coming to Quebec. I have taught computer science and have been in charge of several business intelligence projects and computer science projects to help with decision support. I have a strong experience as an analyst of business intelligence solutions, ranging from the specification and analysis of needs to the generation of dashboards. My passion for this job, my great technical skills and my sharp analytical mind add to my skills to make me a valued and precious resource for my organization.
Nicolas Georgeault
Nicolas Georgeault
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My presence among the Microsoft community over the last 25 years has earned me the title of MVP 13 times by Microsoft. I particularly appreciate the space that's offered to explain things in a simple way and to ensure that knowledge is updated according to transformations. After all these years, I can say that my great understanding of the platforms enables me to anticipate their evolution while keeping a pragmatic eye on the challenges that come with this modernization. For these reasons, I am pleased to be part of our Microsoft training program.
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