Data Analysis and Visualization with Power BI

COURSE OUTLINES 

Introduction 

• History of Business Intelligence 
• The development of Self Service 
• Business Intelligence 

• Introducing Power BI 
• How does Power BI fit in? 
• Introducing the three main tools – Power BI Service, Power BI desktop & Power BI Mobile 
• When to use Power BI Desktop 
• Free versus Pro Signing up to the Power BI online service 

• Which sources of Data can I use in Power BI Desktop? 

 Power BI Desktop 

Introducing Power BI Desktop 

• Which version – 32 or 64 bit 

• Starting Power BI Desktop 
• Desktop interface 
• Ribbon and QAT 
• Sign-in and collapse ribbon Navigation 
• Getting Data and available sources 

The BI Process 

• The Business Intelligence process 
• How Power BI relates to the standard BI processes. 

Data Source and loading 

• Introduction to the data source used in this course 

• Creating Tables of Data 
• Import data from Excel 
• Import data from Web 
• Renaming Queries 
• Grouping Queries 

• Including and Excluding Queries in report refresh 
• Applying Queries 
• Viewing Query dependencies 

• Merge Query Types 
• Cleaning the resulting query 

Using Data from an Excel Workbook 

• Understanding your data 

• Importing data from an Excel worksheet 
• Excel Tables 
• Importing table data from the Excel file 
• Saving in Power BI Desktop 

 Visualizations 

• Overview of Visualizations 
• Creating and working with Visualizations 
• Creating a Bar Chart Visualization 

• Creating a Column Chart Visualization 
• Creating a Line Chart Visualization 
• Some basic formatting of Visualizations 
• Focus Mode 
• Creating a Card Visualization 

• Giving Cards some impact 
• Creating a Table Visualization 
• Creating a Matrix Visualization 
• Creating a Bubble Map Visualization 
• Creating a Filled Map Visualization 

• Creating A Gauge Visualization 
• Creating a Treemap Visualization 
• Using variance measures in a Waterfall chart 

• Create drill downtime series chart 
• Drill down chart interaction 
• Create drill-down bar chart 
• Creating What if Parameters 

• Using What if parameters in a chart 
• Enabling Q & A in Power BI Desktop 
• Create a visual with Q & A 
• Using Bookmarks in Power BI Desktop 
• Bookmarks to filter data 

• Bookmarks to change visuals 
• Add buttons to access bookmarks 

 Working with Formats & Visualizations 

• Axes 

• Data Labels and titles  
• Sizing & Alignment 
• Data colours, backgrounds, and Borders 

From Visualizations to Reports 

• Adding Pages to your Reports 

• Renaming Pages 
• Re-using Visualizations 
• Building a Narrative in your report 
• Editing & Reading Modes 
• Pie Chart Visualizations 

Text B Text boxes Shapes 

• Introducing Visual Interaction 
• Turning Interaction On or Off 
• Interacting by Filtering, Highlighting or None 

Working with Filters 

• Creating a Slicer 
• Filtering in the Visualization pane 
• Creating a Visual Field filter 
• Creating a Top N Filter 
• Adding a page level Filter 

• Creating pages from page level filters 
• Add a report level Filter 

Working with Desktops Files 

• Introduction to PBIX files 

• Credentials 
• Save a Desktop file as pbix 
• Power BI Templates 
• Refresh data from a template 
• Generate a data source error 

Q & A 

• Making Visualizations with natural language queries 
• Enabling Q&A in Power BI Desktop 
• Create a Visual using Q&A 
• Add categories to the Q&A expression 

• Add conditions to Q&A 
• Add grouping to the Q&A 
• Specify a visual type 

Refreshing your Data 

• Refreshing your Datasets 

• Contents of a Power BI pbix file 
• Contents of a template file 
• User profile content 

Power Query (Query Editor) 

• Connecting to a database 

• Building a Data Model 
• Using Query Editor Formatting and Properties of Data types and their uses 
• Loading Individual Tables 
• Creating Relationships 
• Deleting Relationships 

Using Custom Visuals 

• Custom Visualizations Gallery 
• Installing a Custom Visualization 
• Word Cloud 
• Chiclet Slicer 

• World Flag Slicer 
• Count Down Timer Cards with States 
• Scroller 
• Enlighten Aquarium 

Access Database & Power BI 

• Importing an Access Database 
• Data Relationships 
• Stacked Column Chart 
• Sorting an Existing Visualisation 
• Adding Depth to your Report 

• Focusing on Key Points of Interest 
• Calculated Columns 
• Adding a Calculated Column 
• Displaying calculated columns in a visualization 
• Using a Calculated column in a calculation 

Synchronize Slicers 

• Introduction to Slice 
• Synchronization 
• The Sync Slicers pane 
• Slicers Group 

Report Themes 

• Introduction to Themes 
• Theme Gallery 
• Do it yourself themes 
• Colour codes 

• JSON file 
• Theme generators 

Data Model & Transformation 

• The Power Query process 
• Data transformation principles 

• Manual data clean-up example 
• Removing rows from Tables 
• Using first row as headers 
• Filtering data 
• Detect and change data type 

• Filling Null areas with values 
• Trimming text 
• Replacing values 
• A demonstration of how Power Query helps with efficient use of data query

Duration: 

3 days  

Prerequisites: 

1. Each participant is expected to have access to a system during the training as this is a practical class and this would aid active participation and understanding. 
2. Prior knowledge of excel is compulsory as this is not a beginner non–intermediate excel class. 

Class Session : 10:00 am – 4:00 pm each day including Breakfast and Lunchtime

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This training solution and other training topics from McTimothy Associates are currently available as residential/in-house option.