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Power BI Intermediate Masterclass

3 Day Training

Dates: 16 – 18 September 2024
Locations: Prospen Africa Training Venue
Platform: Available In-Class

Price: Available on request

Course Introduction

Power BI is a business analytics tool developed by Microsoft that enables users to visualize and analyze their data in a meaningful way. It provides a comprehensive set of features for transforming raw data into insightful and interactive reports and dashboards.

 

Power BI intermediate is designed for individuals who have a solid understanding of basic Power BI concepts and are ready to explore more advanced features to create sophisticated, insightful, and interactive reports and dashboards. Participants will gain the skills needed to tackle complex data scenarios and deliver impactful business intelligence solutions.

Course Requirements or prerequisites

  • Designed for Windows user and NOT Apple Mac

  • You will need to know the basics of working with data in Excel and Pivot Tables

  • Basic understanding of data analysis is a plus but not required

  • Microsoft Excel 2016, Excel 2019, or Excel 365

Who should attend?

This intermediate Power BI course is designed for individuals who have already acquired basic skills in Power BI or have some prior experience with the tool. Here are the groups of people who would benefit from such a course:

  1. Business Analysts – Business analysts who want to enhance their data analysis and reporting skills using Power BI for more advanced and insightful reports.

  2. Data Analysts – Data analysts who have basic Power BI skills and want to deepen their knowledge in data modeling, advanced visualizations, and DAX functions.

  3. BI Developers – Business Intelligence developers seeking to improve their proficiency in Power BI, including data modeling, DAX scripting, and advanced report design.

  4. Excel Users – Excel users who want to transition from traditional spreadsheet-based analysis to more powerful and scalable data visualization and analytics using Power BI.

  5. 5. IT Professionals – IT professionals involved in data management, data integration, and reporting who want to leverage Power BI for more advanced and dynamic reporting solutions.

  6. Data Scientists – Data scientists looking to broaden their skill set by incorporating Power BI into their workflow for creating compelling and interactive data visualizations.

  7. Managers and Decision Makers – Managers and decision-makers who want to gain a deeper understanding of their business data and make data-driven decisions using Power BI.

  8. Anyone Involved in Reporting and Analytics – Professionals in various industries involved in reporting, analytics, and data-driven decision-making who want to take their skills to the next level with Power BI.

The course is typically structured to help participants move beyond the basics of Power BI, providing them with the skills needed to create more sophisticated and impactful reports and dashboards. Whether you are in a technical role, business role, or a combination of both, an intermediate Power BI course can be beneficial for improving your data analysis and visualization capabilities.

IT and Records Courses

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

An intermediate Power BI course typically builds upon the foundational knowledge gained in a beginner or basic course.

  1. Dashboard and Report Design

  • Design principles for creating visually appealing and user-friendly dashboards.

  • Best practices for organizing and structuring reports.

  1. Data Sources and Integration

  • Connecting to a variety of data sources, including databases, cloud services, and Excel files.

  • Get data from Folder

  • Get data from Folder with multiple sheets

  • Get data from Web               

  • Get data from SQL Server

    • Selecting a Storage Mode

    • Direct Query Mode

    • Using SQL Statements

    • Composite Models

  1. Data Transformation and Modeling – 1

  • Advanced data shaping and transformation techniques using Power Query.

    • Handling changes to source data

    • Power Query navigation short cuts

    • Finding & correcting Errors

    • Query dependencies, duplicating or reference query

    • Best practice

  • Advanced Transformations

  • Sorting data at multiple levels

  • What to watch out for when merging columns

  • What to watch out for when transforming numbers

  • What to watch out for when changing types and removing columns

  • Columns from example

  • Allocating data to groups

  • Custom columns

  • Invoke custom functions

  • Pivot, unpivot and overcoming errors

  • Date & Time Transformations

    • Date & Time tools

    • Changing date type with Locale

    • Time calculations                              

  • Understanding and implementing data model relationships.

    • Creating concatenated relationships

    • Active vs inactive relationships

    • Star & Snowflake schemas

  • Creating calculated columns and measures using DAX (Data Analysis Expressions).

  1. Advanced Data Visualization

  • Building complex and interactive visualizations.

  • New Cards

  • Panels

  • Buttons and Actions

  • Effective use of slicers, filters, and drill-through options.

  • Drill-throughs, filters & buttons

  • Sync Slicers & New Slicers

  • TopN filters               

  • Customizing visuals using formatting options.

  • Using themes

  • Custom visuals

  1. Advanced Power BI Features

  • Utilizing advanced features like bookmarks, tooltips, and dynamic visuals.

  • Page & Bookmarks Navigators

  • Implementing row-level security for data access control.

  • Static Row level security

  • Dynamic Row level security

  1. Data Analysis and Insights

  • Exploring and analyzing data trends and patterns.

  • Forecasting Data

  • Use Anomaly Detection & Smart Narratives               

  • Creating calculated tables and hierarchies.

  • Hierarchy Shortcuts

  • Creating Groups & Bins hierarchies

  1. Advanced DAX Functions

  • Understanding and using more advanced DAX functions.

    • Naming Conventions

    • Understanding DAX

    • Principles of DAX  

    • Combining DAX

    • Variables

    • Relationships

    • Ranking

    • Conditional Formatting

  • Working with iterators, time intelligence, and statistical functions.

  • DAX – TEXT Functions

  • DAX – TABLE Functions

  • DAX – CALCULATE Functions

  • DAX – TIME INTELLIGENCE Functions

  1. Power BI Service and Collaboration

  • Publishing reports to the Power BI Service.

  • MyWorkspace and App WorkSpaces

  • Editing in Power BI Services

    • Creating and sharing dashboards.

    • Creating a Dashboard

    • Pinning Visuals

  • Collaborating with other users and setting up workspaces.

  • Collaboration and Sharing

  • Publishing an App

  • Handling data refresh and maintaining data integrity.

  1. Power BI and ChatGTP

  • Introduction to Analyzing Data with ChatGPT

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