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A Complete Introduction to Power BI

2 Day Training

Dates: 18 – 19 June | 22 – 23 August | 10 – 11 October 2024
Locations: Johannesburg, South Africa
Platform: Available In-Class / Online

Price: Available on Request

Course Introduction

Power BI Desktop is a free application you install on your local computer that lets you connect to, transform, and visualize your data. With Power BI Desktop, you can connect to multiple different sources of data, and combine them (often called modeling) into a data model. This data model lets you build visuals, and collections of visuals you can share as reports, with other people inside your organization. Most users who work on business intelligence projects use Power BI Desktop to create reports, and then use the Power BI service to share their reports with others.

If you’re looking for a comprehensive, hands-on guide to learning Microsoft Power BI Desktop, you’ve come to the right place.

 

Microsoft Power BI is becoming the world’s most powerful self-service BI platform. This business analytical tool delivers insight into any organization and will give you the ability to drive and direct informed and agile business decisions. Power BI is the easiest to use data analysis, reporting and interactive tool. You can create your own dataset based on a single or multiple sources and transform this data into professional-quality interactive dashboards from scratch.

Course Objectives

Upon completion of this A Complete Introduction to Power BI course, participants will be able to:

  • Learn Power BI Best Practice, Tips and Tricks

  • Understand Power BI Desktop and its components.

  • Learn how to connect to different data sources using Query Editor

  • Learn how to work in different views of the Data Model

  • Learn to create calculated columns and measures.

  • Learn to use the DAX Formula language to develop powerful calculations.

  • Learn how to create a wide range of charts and visualizations.

  • Learn how to create, modify, and customize interactive dashboards, visualization, and reports to convey specific business KPI and measures.

Who should attend?

  • Anyone looking to pursue a career in data analysis or business intelligence.

  • Data analysts and Excel users are hoping to develop advanced data modelling, dashboard design and business intelligence skills.

  • People who want to understand how to create customized visuals.

  • All Excel users who work with data, reports, and dashboards

  • Management Accountants who are required to report on transactional data sets.

  • Marketing and Operational Analysts

  • Entrepreneurs / CEO /Accountants looking to master the Data Analysis process.

  • Anyone wanting to transition into Business Analytics

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Training Methodology

Our diverse instructional approaches ensure effective learning:

– Lectures & Presentations: Engage with expert-driven, stimulating content.
– Course Material: Access well-crafted supporting resources.
– Group Work: Collaborate on discussions and case studies for practical insights.
– Workshops & Role-Play: Participate in immersive, scenario-based activities.
– Practical Application: Focus on applying theoretical knowledge in real situations.
– Post-Training Support: Receive extensive support after training for skill implementation.

Training Outline

Introducing Power BI Desktop

  • Understanding the Power BI tools

  • An Overview of the Workflow

  • Introducing the Different Views of the Data Model

An Introduction to the Query Editor (Extract, transform & Load)

  • What is the Query Editor

  • Looking at the Query Editor Interface

  • Types of Data Connectors

  • Transform basic tables.

  • Formatting text, numbers, and dates

  • Index and Conditional columns

  • Pivoting and unpivoting columns

  • Modifying, merging, and appending queries

  • Query Editor and Power BI best practice

Working on the Data Model

  • Introduction to Database Normalization

  • FACT tables vs DIMENSION tables

  • Introducing and understanding relationships

  • Active vs Inactive Relationships

  • Understanding Cardinality

  • Star vs Snowflake Schemas

  • Connecting Multiple data tables

  • Cross filter selection and Many-to-many relationships

  • Hiding fields from the Report view

  • Data Modelling and Power BI best practices

Working with DAX

  • Introduction to DAX

  • DAX and calculated columns

  • DAX syntax and operators

  • Common Power BI functions

  • Date and Time intelligence formulas

  • Logical and Conditional Formulas

  • Text, Math, and Stats functions

  • DAX and Power BI best practices

Working in Report View to Visualize our results.

  • Introduction to Report View

  • Understand the Power View Interface

  • Adding basic charts

  • Formatting and filtering options

  • Matrix visuals

  • Slicers and Timelines

  • Creating Cards and KPI

  • Power BI Maps

  • Types of visualizations

  • Applying different filter types

  • Linking to Report Bookmarks

  • Using “What-if” Parameters

  • Managing and Viewing roles

  • Publishing to Power BI Services

  • Data Visualization best practices

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