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  • Durée: 2 jours
  • Prix régulier: CA$1,000.00
  • Prix préférentiel: CA$880.00

Power BI for super users

The main objective of this training is to expose the participants to the capabilities offered by Power BI in terms of data transformation, data modeling and analytics content creation.

LanguagesThese scheduled public sessions are offered in English or in French.

Audience

This training is for data analysts and BI experts who want to learn how to use Power BI to connect to different data sources, transform data, design data models, create and publish analytics content within their organization.

Prerequisites

The notions covered in the Getting started with Power BI course are prerequisites for this course.

Objectives

At the end of this training, participants will be able to:
  • Position the different components of the Power BI ecosystem and understand how they interact with each other;
  • Understand how to use the capabilities of the different components;
  • Connect Power BI to different data sources and configure scheduled refresh for these data sources;
  • Transform data with Power Query;
  • Use best practices to create and publish data models;
  • Secure the data of a data model using roles;
  • Use the DAX language to augment a data model;
  • Use and configure visual elements to create reports based on best practices;
  • Manage the security of different Power BI artifacts;
  • Create and publish Power BI applications.

Educational method

  • Presentations
  • Demonstrations
  • Practical exercises

Contents

Module 1: Overview of the basic concepts
The purpose of this modules is to do an overview the basic concepts of Power BI and look at some of the component of the architecture.
Topics:
  • Overview of the Power BI suite and architecture
  • Integration of Power BI with the rest of Microsoft’s tools;
  • Overview of the basic concepts;
  • Overview of the powerbi.com application;
  • Overview of the Power BI Desktop application;
  • Licencing model.
Module 2 - Obtaining Data from multiple Sources
The purpose of this module is to allow the attendee to become familiar with the types of data sources and connection modes supported by Power BI.
Topics:
  • Powerbi.com vs Power BI Desktop;
  • Import data;
    - Excel file;
    - CSV file;
    - Web page (Wikipedia);
    - Dataflow;
    - Direct Query;
    - Azure Analysis Services;
    - Live Connection;
    - Power BI datasets;
  • Streaming in real time;
  • Refreshing data sets;
    - On-Premises Data Gateway
Module 3 – Data transformation with Power Query
The purpose of this module is to allow the attendee to become familiar with the data transformation capabilities offered in the Power BI Desktop application.
Topics:
  • Overview of Power Query;
  • Data transformation from:
    - Excel files;
    - CSV files;
    - Web pages (Wikipedia);
  • Data transformations with Dataflow
  • Column manipulations;
  • Line manipulations;
  • Manipulation of strings;
  • Manipulation of dates fields;
  • Aggregation, sort, filter, group;
  • Creating columns;
    - Custom column;
    - Conditional column;
    - Column from an example;
    - Column from a function;
  • Creation and use of parameters;
  • Creation and use of functions;
  • Best practices for data transformation.
Module 4 – Creating a data model
The purpose of this module is to allow the attendee to become familiar with the data modeling capabilities offered in the Power BI Desktop application.
Topics:
  • Basic concept;
    - Fact tables;
    - Dimension table;
  • Data models
    - Flat schema;
    - Star schema;
    - Snowflake schema;
  • Types of data;
  • Data formats;
  • Data categories;
  • Default aggregations;
  • Relationships between tables;
  • Synonyms;
  • Using directories to classify columns;
  • Best modeling practices.
Module 5 – Using DAX Language
The purpose of this module is to allow the attendee to become familiar with the functions of the DAX language and learn how to use them to augment a data model.
Topics:
  • Introduction to DAX language (Data Analysis Expressions);
    - Basic concepts;
  • Overview of the types of functions;
    - Date and time;
    - Time intelligence;
    - Filter;
    - Information;
    - Logical;
    - Mathematical;
    - Statistical;
    - Text;
  • Calculated tables;
  • Calculated columns;
  • Measures;
    - Total year to date;
    - Total year to date last year;
    - Variance year over year;
    - Variance year over year%;
    - Total month to date;
    - Total month to date last year;
    - Variance month over month;
    - Variance month over month%;
Module 6 – Creating and publishing an advanced report
The purpose of this module is to allow the attendee to become familiar with the best practices in terms of Power BI report creation.
Topics:
  • Overview of available visualizations;
  • Custom visualizations;
  • Report custom theme;
  • Best practices;
    - Information Architecture;
    - Layout;
    - Visualization;
  • Creating an advanced report;
  • Visualizations configuration;
  • Interaction between visualizations;
  • Visualization filters, page, report;
  • Bookmarks configuration;
  • Report integrated navigation;
  • Use of control groups;
  • Drill down, Drill through;
  • Customized tooltip;
  • Mobile layout;
    - Performance analysis;
    - Creating roles to secure data;
Module 7 – Publish and share analytics content
The purpose of this module is to allow the attendee to become familiar with the practices in terms of publishing analytics content and managing access to the various components of a Power BI solution.
Topics:
  • Best practices;
    - Analytics content development cycle;
    - Source management;
    - Publishing and sharing;
  • Creating a workspace;
  • Publish a report;
  • Configure data refresh;
  • Configuring roles to secure data;
  • Creating a dashboard;
  • Sharing scenarios;
    - Workspaces;
    - Dashboard;
    - Reports;
  • Publishing a Power BI application;
    - Navigation configuration;
    - Security configuration;
  • Integration with other Microsoft applications;
    - SharePoint;
    - Teams;
    - Flow;
    - PowerApps.

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