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Introduction To Power BI & Data Visualization

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Course Description

Power BI is a business analytics solution that lets you visualize your data and share insights across your organization or embed them in your app or website. Connect to hundreds of data sources and bring your data to life with live dashboards and reports.

The course consists of five modules and is delivered in a mix of presentation, and hands on trainings. Trainees will follow the trainer instructions and apply each step on their laptops for each section. Quiz, and Lab Exercises exist at the end of each module to allow the trainee to self-assess his / her knowledge.

Course Objective

This course will give you an introduction to Power BI and how to connect to multiple data sources, explore the data, create stunning visualizations, upload reports and create dashboards, share all of these with your co-workers, and much more

Who Should Attend

Any one works with data and want to communicate the data insights to interested parties. This is an introductory course; therefore, no prior knowledge is required. However, having basic experience working with data from Excel, databases, or text files will be helpful.

Software Requirements

Each trainee should come to the course with a laptop that at least meet the following requirements:

  • Windows 7, or later
  • Internet Explorer 10 or later
  • Access to internet
  • If Available: iPhone, Ipad, Android Mobile or Tablet, Windows Mobile or Tablet

Course Date

13 July 2019

Course Duration

12 Hours (including breaks)

Course Outline

Module 1 - Power BI Setup & Overview

  1. Installing Power BI Desktop
  2. Signing up for Power BI Service
  3. Data Set Terms of Use and Disclaimer
  4. Overview of Power BI
  5. Connecting to Software as Services

[1st Break – 15 Minutes]

Module 2 – Data Transformations

  1. Introduction to Power BI Desktop
  2. Changing Locale
  3. Connecting to a Database
  4. Basic Transformations
  5. Managing Query Groups
  6. Splitting Columns
  7. Changing Data Types
  8. Working with Dates
  9. Removing and Reordering Columns
  10. Conditional Columns
  11. Connecting to Files in a Folder
  12. Merge Queries
  13. Query Dependency View
  14. Transforming Less Structured Data
  15. Enter Data
  16. Query Parameters
  17. Module 2 Quiz
  18. Lab Overview
  19. Exercise 1: Import Data from Access Database
  20. Exercise 2: Import Data from a Folder Containing CSV Files
  21. Exercise 3: Import a Less Structured Data from an Excel File

[2nd Break – 30 Minutes]

  1. Module 3 – Data Modeling
    1.  Managing Data Relationships
    2.  Creating Calculated Columns
    3.  Optimizing Models for Reporting
    4.  Creating Calculated Measures
    5.  Creating and Managing Hierarchies
    6.  Using Calculated Tables
    7.  Time Intelligence
    8.  Manually Typing in a Data Table
    9.  Include / Exclude
    10. Grouping / Binning
    11. Module 3 Quiz
    12. Lab Overview
    13. Exercise 4: Manage Table Relationships
    14. Exercise 5: Last Year Comparison
    15. Exercise 6: Year to Date
    16. Exercise 7: Market Share
    17. Exercise 8: Optimize the Data Model

[3rd Break – 30 Minutes]

  1. Module 4 – Data Visualization
    1.  Introduction to Data Visualization in Power BI
    2.  Pie and Treemap
    3.  Hierarchical Axis and Concatenating
    4.  Filter (Including TopN)
    5.  Bar Chart with Line (Combo Chart)
    6.  Analytics Pane
    7.  Clustering (and Machine Learning)
    8.  Slicer
    9.  Focus Mode and See Data
    10. Date Slicer
    11. Map Visualizations
    12. ESRI Map
    13. Table and Matrix
    14. Table Styles
    15. Scatter Chart
    16. Waterfall
    17. Gauge, Card, and KPI
    18. Coloring Charts
    19. Shapes, Textboxes, and Images
    20. Gridlines and Snap to Grid
    21. Module 4 Quiz
    22. Page Layout and Formatting
    23. Visual Relationship
    24. Duplicate Page
    25. Categories with No Data
    26. Default Summarization and Categorization
    27. Positioning, Aligning, and Sorting Visuals
    28. Custom Hierarchies
    29. Module 4 Lab Overview
    30. Exercise 9: Cross-Tabular Report
    31. Exercise 10: Part-to-Whole Report
    32. Exercise 11: Relationship Report
    33. Exercise 12: Trend Report
    34. Exercise 13: Rank Report

[4th Break – 60 Minutes]

Module 5 – Power BI Service

  1.  Introduction to Power BI Service
  2.  Overview of Dashboards and Service
  3.  Uploading to Power BI Service
  4.  Quick Insights
  5.  Configuring a Dashboard
  6.  Adding Textbox, Image Widgets
  7.  Featured and Favorite Dashboard
  8.  Filtering Dashboard
  9.  Dashboard Settings
  10. Natural Language Queries
  11. Featured Questions
  12. Sharing a Dashboard
  13. In-Focus Mode
  14. Pinning a Live Page
  15. Custom URL and Title
  16. TV Mode and Collapse Navigation
  17. Printing Dashboard and Exporting Data
  18. Export to CSV and Excel
  19. Power BI Notifications
  20. Alerts in the Power BI Service
  21. Personal Gateway
  22. Publishing to Web
  23. Admin Portal
  24. Module 5 Quiz
  25. Viewing in Windows App
  26. Viewing in Android App
  27. Viewing in Ipad
  28. Viewing in iPhone
  29. Module 5 Lab Overview
  30. Exercise 14: Upload PBI Report and Pin Visualizations
  31. Exercise 15: Share Dashboard and Update Report

Exercise 16: Schedule Data Refresh

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