Intended Audience: Beginners
Introduction to Power BI
- What is Power BI?
- Overview of the Power BI Ecosystem
- Power Query Editor
- Power BI Desktop
- Power BI Service
- Tour of the Power BI Desktop
- Tour of the Power Query Editor
The Extract, Transform, Load (ETL) process
- Introduction to the Power Query Editor
- Clean and transform raw data using the ribbon
- Mastering data types
- Understanding some of the PQE ‘rules’
- Leveraging Applied Steps
- Introduction to the ‘M’ language
- Merging/appending data sources
- Saving/applying transformations
Creating the data model
- What is a data model? Why is it necessary?
- Reviewing relationships/creating new ones
- One to many
- Many to many
- One to one
- Using basic DAX to add data
- Measures
- Calculated columns
- Tables
- Filter context and DAX
- Hierarchies
- Hidden fields
- Creating a date table using DAX
Creating a report
- Formatting pages and using themes
- Choosing and placing visuals
- Formatting visuals
- Visual header controls
- Editing visual interactions
- Slicers and the filter panel
Publishing a report and data model
- Publish the report to a designated workspace
- Tour of the Power BI Service
- Apps
- Workspaces
- My workspace
- Review of the five types of a content a workspace can store
- Reports
- Dashboards
- Datasets
- Dataflows
- Apps
Understanding Workspaces
- Viewing a report or dashboard
- Review of menu options
- Creating a dashboard
- Understanding editing privileges in Workspaces
- Review of menu options in edit mode
- Editing a report and saving changes
- Publishing a report or dashboard to an app
Conclusion
Good resources for further learning
General Notes:
- This is an eight-hour session designed to be delivered with two 15-minute breaks and a 1-hour lunch break.
- Participants will need to have the Power BI Desktop installed.
- Before taking any other classes in the Power BI Journey it is strongly recommended that participants first attend this class.
- Data files will be provided prior to training.