Data analysis and analytics. Uncover insights and transform your organisation.

This intermediate Power BI course will expand on your knowledge and skills, showing you how to create more complex data models, which in turn will result in enhanced visuals and more interactive dashboards.

Using custom slicers, defined functions and calculated measures we'll move beyond the basics and build your confidence in connecting, cleansing, and presenting your data in a variety of enriched and valuable formats.

You'll also learn the language behind Power Query – allowing you to engineer more complex queries and extract results from a variety of data sources.

Finally – it's important that shared reports are both flexible and secure. We will show you options for sharing and collaborating on dashboards and reports with stakeholders securely via the Power BI cloud Service.

Aims

We want to elevate your dashboards and take your reports to the next level with custom visuals and data transformations from multiple sources; including files stored in SharePoint document libraries. You will also learn to protect and secure the business intelligence that you build, analyse and share with your colleagues.

Outcomes

By the end of this course, you should be able to:

• understand procedures and best practices related to data acquisition and transformations
• create and work with custom DAX hierarchies
• comprehend necessity and procedure for creating a date dimension table
• write and work with DAX lookup functions
• create more efficient DAX measures, including iterator functions
• work with aggregations
• work with Custom Visuals to gain BI insights
• work with the Power BI service to share datasets and reports
• embed reports in SharePoint
• embed reports in MS Teams
• publish and export reports in different formats including CSV, PDF & XLSX.

Content

Getting Data and Key Transform Mechanisms

• Accessing Various Data Sources including individual files in SharePoint and entire SharePoint Folders
• Profiling and Error Checking Columns
• Key Transformations with Power Query Editor
  • Normalising Flat Files
  • Merge Queries
  • Append Queries including combine PC and SharePoint Folder files
• Pivot and UnPivot Columns

Calculated Columns and Measures

• Create and work with Custom DAX Hierarchies, and compare drilldown, drill-through and sync slicers
• Default Summarisation compared to DAX Measures
• Create improved DAX Measures including iterator functions such as SUMX, COUNTX

Date Dimension Table

• Create a static and a dynamic Date Table using DAX CALENDAR
• Create a dynamic Date Table for fiscal year using DAX CALENDARAUTO
• Create calendar and fiscal year hierarchies
• Implement and work with Date table hierarchies within visuals, including sort month text by month number

Working with Custom Visuals

• Import Custom Visuals
• Work with Custom Slicers
• The Q & A Visual
• Key influencer visual
• Decomposition Tree Visual
• Pin a live report as a dashboard

Sharing Reports Securely using the Power BI Service

• What is a Workspace?
• Creating a Workspace
• Assign Workspace roles
• Creating and Sharing a Dashboard
• The Power BI Service Portal
• Creating and Sharing a Dashboard
• Sharing Our Report Internally
• Sharing Our Reports Externally
• Manage Permissions to a Report
• Sharing Dashboards
• Sharing Datasets
• Publish Shared Datasets as Apps
• Embed a Report in MS Teams
• Publish and Export Reports
• Embed Reports in SharePoint

Intended audience

Anyone interested in data visualisation.

Prerequisites

It is recommended that you are comfortable with the learning outcomes equivalent to our Power BI Course: Introduction.

Delivery modes

• Face-to-face, presenter-taught training
• Online training via the platform Zoom

Delivery style

Face-to-face classes (CCE, Newtown)

These classes run in a computer lab and you do not need to bring your own device.

Face-to-face classes (external venue including PARKROYAL, Cliftons and CBD)

These classes run in a classroom and you need to bring your own device with a Windows operating system.

Online classes

You will need your own device with a Windows operating system. Power BI desktop only runs on a Windows operating system. It does NOT operate on Mac.

Materials

A course workbook and exercise files is distributed electronically using Dropbox.

Before the course

Please ensure Power BI Desktop is installed on your device before class. It can be downloaded from the Microsoft Website.

You will be provided with a login to Power BI pro – the cloud application. However, you can choose to use your own Power BI pro license if you have one.

Please bring a USB flash drive to class if you would like to make a copy of your work or any relevant class materials. Alternatively, you can save these to a cloud storage space or email them to your personal email address.