About This Course:

  • Presentation with Theoretical concepts
  • Includes 3 Case Studies
  • 100% Hands On Course
  • Data Files & Source Link
  • 4 Modules (Generic, PBI Desktop, PBI Service, PBI Mobile)

Course Curriculum

– Business Intelligence (BI) Concepts

  • • Introduction & importance of Business Intelligence
  • • Tools and Technologies in Business Intelligence area
  • • Power BI Vs. Tableau

– Microsoft Power BI

  • • Power BI Architecture
  • • Power BI introduction and Its components
  • • Power BI over Excel

– An Introduction

  • • PBI Flow – Most Important
  • • Interface tour
  • • Understanding Key backstage options (file tab)
  • • Our best friend – Pug
  • • Understanding Case Study 1 and Role play

– Connecting Power BI with Different Data sources

  • • Get Data from Flat Files (CSV, Text & Excel Files)
  • • Get Data from relational Data Sources (SQL Server)
  • • Get Data from OData Feed*
  • • Get Data from Apps (Sharepoint)
  • • Get Data from Analysis Services (Sql server analysis services)
  • • Connect to local folder

– Optimize Data Connection Performance

  • • Selection of right storage mode
  • • Fixing performance issues
  • • Query Folding
  • • Resolving Data connection errors

– Data Transformation through Power Query

  • • Power Query & Power Query Editor Introduction
  • • Difference between Transform and load
  • • Getting new data, entering new data
  • • Merge, Add and remove columns
  • • Sorting in Power Query
  • • Merge and Append queries
  • • Transform table tools: grouping, transpose, reverse rows, count rows, use as header
  • • Transform Column tools: detecting & changing data type, Fill, Unpivot etc.
  • • Text Column tools: Splitting, replace values, extracting, merging, formatting and parsing columns
  • • Number Column tools: Statistical, standard, rounding and information
  • • Building a complete Calendar Table
  • • Conditional, Custom, Invoke Custom, Index and Duplicate Column
  • • Flashfill in Power Query
  • • Understanding different view options
  • • Understanding and Editing Applied steps

– Power Query Best Practices

  • • Change source path of all the data table at one go
  • • Exclude optional data table from refresh to speedup data refresh
  • • Understanding Key diagnostic options

– Data Modelling in Power BI

  • • Understanding Primary and Foreign Key, Relationship Cardinality, Lookup and fact table
  • • Star and Snowflake schema
  • • Relationship building
  • • Filter flow & Both way filter
  • • Hide foreign keys

– Understanding Data Analysis Expressions (DAX)

  • • Types of DAX
  • • Difference between calculated columns and measures
  • • Use of Naming convention in DAX
  • • Handling DAX errors
  • • Writing Comments in DAX

– Basic DAX functions

  • • Aggregation, Counting & Logical DAX
  • • SWITCH function
  • • Information functions
  • • MAX and MIN functions
  • • Mathematical functions
  • • DIVIDE function
  • • Using variables
  • • Rounding, text, and date functions
  • • Relational functions

– DAX for Data Tables

  • • Understanding Data Table functions
  • • Tables and relationships
  • • Calculated tables
  • • FILTER, ALL & ALLEXCEPT DAX
  • • Mixing filters
  • • DISTINCT & ISEMPTY
  • • VALUES and ALLNOBLANKROW
  • • RELATEDTABLE function

– CALCULATE DAX

  • • Understanding CALCULATE
  • • OR conditions in CALCULATE
  • • Clear filter on one column only
  • • Variables and evaluation contexts

– Calculation contexts

  • • Understanding calculation contexts
  • • Filter & Row context
  • • Context errors

– Date & Time DAX

  • • YTD functions
  • • DATEADD functions
  • • Rolling Calendar

– DAX for Iterators

  • • Introduction to iterators
  • • Useful iterators
  • • MIN-MAX sales per customer
  • • Statistical and financial functions
  • • RANKX function and examples

– Report setup in Power BI Desktop

  • • Understanding Report view and creating a new report
  • • Page display settings in a Power BI report
  • • Setting color theme aligned to project/company color theme & Theme Gallery

– Power BI Report Visuals

  • • Adding non-visualization object
  • • Inserting Basic charts and understanding format tab
  • • Understanding Conditional formatting
  • • Inserting Matrix and Table and understanding its properties
  • • Using Slicers and understanding its impact on the report
  • • Tracking key values using Cards
  • • KPI’s
  • • Gauge charts
  • • Map visual

– Advanced Visualizations

  • • Drillthrough report pages
  • • Bookmarks
  • • Analytics pane
  • • Quick Insights
  • • 3rd party visuals
  • • Sync slicers
  • • AI Visuals
  • • Function based visual title

Advanced Report options

  • • What if parameters
  • • Setting RLS (Row level security)
  • • Tooltip Page
  • • Different types of filters in report view
  • • Change how visuals interact in a report

Intro. to PBI Service

  • • PBI Service Overview, types of accounts and users
  • • PBI Interface tour
  • • Creating New PBI Service account

Connect to Data

  • • Understanding various data source options
  • • My workspace Vs. App workspace

Reports and Dashboard

  • • Creating a report in Power BI service
  • • Understanding various options in Report interface
  • • 6 ways of creating a Dashboard
  • • Understanding various options in Dashboard interface
  • • Designing web vs. mobile view

– Gateways, Scheduled Refresh and Dataflows

  • • Understanding Gateways and its types
  • • Enabling scheduled refresh through Personal gateway

– Sharing & Collaboration

 

  • • Understanding various ways of sharing & Collaborating report/Dashboard
  • • Assigning user roles and giving permissions
  • • Sharing through publishing apps
  • • Implementing RLS

– Advanced Power BI Service

  • • Understanding Case Study 2
  • • Real time data streaming connection
  • • Real time data Dashboard

– PBI Mobile App.

  • • Downloading and understanding PBI Mobile App interface
  • • PBI Mobile app features

Case study 3 – A Post Course project

  • • Understanding the case study
  • • End result Expectations
  • • Post Course support

About Instructor

Mr Lokesh Lalwani - Microsoft Certified Expert Trainer/Consultant

He is associated with the application of Information Technology with well over 10 years. Apart from diversified development assignments, he has been actively involved in training and teaching professionals with many institutions as visiting faculty member, and taught thousands of professionals. He is a trainer of repute for his unique training style which enables maximum learning & retention in least possible time. He is also a well-known author of large number of online courses on Microsoft Power BI, Advanced Excel, VBA, PowerPoint and Word on one of the world’s most popular online training platforms with average review rating of 92% satisfaction. More than 15000+ people already enrolled for these courses around the globe. He is also working as a freelancer for MIS projects with government organization.