Power BI: Core features I

Description

You've probably already heard of Power BI and seen a few examples of visually appealing dashboards and interactive reports. You'd like to build a report like that yourself, but where do you actually start?

In this two-day training, we walk through the different phases involved. We import our data through queries, build a data model with the necessary relationships and calculations, build an interactive report, and publish it to the cloud. Finally, we create a dashboard in the cloud that we can share with colleagues.

Objectives

After this Power BI training, you'll be able to:

• Import data through queries

• Transform data via queries into usable, meaningful tables

• Build a data model with relationships, custom sorting, a date dimension table, and more

• Create reports in a Power BI Desktop environment

• Create dashboards in a Power BI Service environment

• Share reports and dashboards with colleagues

• Use handy tips & tricks to enhance your reports with bookmarks and tooltips

• Use various filtering options such as slicers, visual-level filters, page-level filters, report-level filters and drillthrough filters

• Set up interactions between charts

• …

Target audience

Anyone who wants a solid foundation for building and sharing reports and dashboards in Power BI.

Prerequisites

No prior knowledge of Power BI is required.

Contents

Part 1: Overview of Power BI

• Components of Power BI

• Licenses: what you need to create, share and view reports

Part 2: Power Query

• Importing data from various sources

• Transforming data (removing duplicates, filtering, adding/splitting columns, etc.)

• Merging multiple files from a folder into one table

Part 3: Data modeling

• Difference between dimension and fact tables

• Creating relationships between tables

• Using a date table and custom sorting

• Setting up standard calculations

• Hiding helper columns in the model

Part 4: Calculations (DAX)

• Differences between calculated tables, columns and measures

• Creating basic measures

Part 5: Reports

• Visualization types (bar, column, area, treemap, pie, card, map, table, matrix, gauge, KPI, etc.)

• Visual properties and conditional formatting

• Filtering options (slicers, visual/page/report level filters, drillthrough)

• Interactions between visuals (e.g. cross-chart highlighting)

• Drilldown functionality

• Bookmarks and action buttons

• Custom tooltips

• Themes

Part 6: Power BI Service

• Publishing reports to Power BI Service

• Difference between reports and dashboards

• Sharing reports and dashboards

• Setting up automatic data refresh