Overview
Learn how to visualise complex data with interactive reports and dashboards.
This course builds on our Creating Power BI Reports (Beginner) course.
Attendees will analyse more complex data that they’ve ingested from a broader range of sources. They will be expected to resolve errors, use basic DAX and M to create new columns, and perform a deeper analysis of the data than before.
They’ll learn to build professional-looking, visually appealing reports for a given target audience.
What you’ll need
- Laptop and headphones and microphone
- Microsoft Office (Word, PowerPoint, Excel)
- Google Chrome or Microsoft Edge
- Visual Studio Code
- Power BI Desktop; Pro or PPU licence; workspace publishing access
Learning outcomes
Attendees will be able to:
- Connect to and analyse data from a wide range of sources
- Schedule Data Refreshes
- Create a Data Model from scratch, with many tables
- Perform Data Transformations, build Queries, and create Columns and Measures that require simple DAX and M for more advanced ETL
- Create professional-looking Reports, Dashboards and Apps
- Build Reports with a target audience in mind.
- Perform analysis on complex Datasets and present their findings
Course topics
GENERAL
- Learn to build professional-looking reports
DATA & MODEL LAYERS
- Importing data from a wide range of sources
- Importing vs Live vs Direct Query connections to the data
- Resolving Data Import Errors
- Building Data Models
- Creating a Data Model from Scratch
- Merging data from multiple sources (and issues that may arise)
- Data wrangling in Power BI
- Transforming and sanitising data using the Query Builder
- Creating Queries, merging and appending Queries
- Creating custom columns within the Query Builder
- Includes an introduction to the “M” programming language.
- Creating Quick Measures
- Creating Measures and Calculated Columns
- An Introduction to DAX
- Aggregate Functions: SUM, SUMX, COUNT, MIN, MAX, AVERAGE, etc.
- Use CALCULATE to modify FILTERs
- Combining Aggregates and modified Filters to give Percent of Total metrics
- Creating Calculated Tables
- Filter context and row context (introduction to)
VISUALISATION LAYER
- Building for Mobile
- Creating custom Themes
- Syncing Slicers
- Creating and using Bookmarks
- Drilling Through from one page to the next
- Building and Designing Custom Navigation
- Getting additional visualisations from Microsoft Marketplace (AppSource), including security considerations
- Creating custom Report Page Tooltips
- Building Reports with a target audience in mind
- Buttons and Navigation
POWER BI SERVICE
(The Power BI service is the web portal at https://app.powerbi.com)
- Scheduling Data Refreshes
- Best practices when Publishing and Maintaining Reports
- Collaborating on Power BI Reports
ASSIGNMENT
- Presentation of a Power BI dashboard to peers (final session)