Next Level PowerBI for Experienced Users / Intermediate Power BI

Course Objectives

Working in a hands-on learning environment led by our expert facilitator, students will learn how to:

• Identify and retrieve data from data sources and understand the different connection methods.
• Optimize query performance
• Profile and examine the data and apply data shape transformations
• Develop a scalable and performance data model
• Enhance the data model with DAX using measures, calculated columns and tables
• Use variables and aggregations to optimize model performance
• Design and create reports and dashboards
• Select and add appropriate visualizations
• Create paginated reports
• Perform Advanced Analytics
• Create and manage workspaces
• Manage datasets and dataset refresh
• Apply row-level security

Need different skills or topics?  If your team requires different topics or tools, additional skills or custom approach, this course may be further adjusted to accommodate.  We offer additional PowerBI, reporting, data analytics, visualization and other related topics that may be blended with this course for a track that best suits your needs.

Course Prerequisites

This is an Intermediate PowerBI course geared for experienced users who wish to leverage the tool’s more advanced capabilities.

Take Before: Attending students should have skills equivalent to or should have recently attended one of these courses:

• TTDPB01       QuickStart to PowerBI for Analysts & Users

Please see the Related Courses tab for specific Pre-Requisite courses, Related Courses that offer similar skills or topics, and next-step Learning Path recommendations.

Course Agenda

Please note that this list of topics is based on our standard course offering, evolved from typical industry uses and trends. We’ll work with you to tune this course and level of coverage to target the skills you need most.

1. Get Started with Microsoft Data Analytics

• Overview of Data Analysis
• Roles in Data
• Introduction to Power BI
• Building Blocks of Power BI
• Touring and Using Power BI

2. Prepare Data in Power BI

• Introduction to getting data
• Getting data
• Select a Storage Mode
• Fix Performance Issues
• Identify and Resolve Data Import Errors

3. Cleaning, Transforming, and Loading Data

• Profiling Data and Examining Structures
• Identify column headers and names
• Shaping Table Structure
• Unpivot and Pivot columns
• Apply user-friendly value replacements
• Use Advanced Editor to Modify M Code

4. Designing a Data Model in Power BI

• Introduction to Data Modeling
• Joins and Relationships
• Star Schemas
• Configure Table and Column Properties
• Modeling Challenges
• Creating new Hierarchies

5. Create Model Calculations using DAX in Power BI

• Introduction to DAX
• Calculated Columns
• Understanding Context
• The CALCULATE() Function
• Using Relationships Effectively
• Time-Intelligence

6. Optimize Model Performance

• Introduction to Performance Optimization
• Performance Analyzer
• Implement Table Granularity
• Optimize Performance
• Introduction to Aggregations
• Managing Aggregations

7. Create Reports

• Design a Report Layout
• Choosing Effective Visualizations
• Adding Visualizations to Reports
• Format and Configure Visualizations
• Basic Interactions
• Configure Conditional Formatting
• Design for Accessibility
• Apply Slicing, Filtering, and Sorting
• Publish and Export Reports

8. Create Dashboards

• Introduction to Dashboards
• Set Mobile View
• Configure Data Alerts
• Explore Data by Asking Questions
• Configure Data Classification

9. Create Paginated Reports

• Introduction to Paginated Reports
• Getting Data
• Create a Paginated Report
• Work with Charts and Tables
• Publish the Report

10. Perform Advanced Analytics

• Introduction to Advanced Analytics
• Explore Statistical Summary
• Identify Outliers
• Advanced Analytics Custom Visuals
• Introduction to AI Visuals

11. Create and Manage Workspaces

• Introduction to Workspaces
• Create a Workspace
• Create Apps
• Monitor Usage and Performance
• Data Protection

12. Manage Datasets in Power BI

• Introduction to Datasets and Parameters
• Dataset Scheduled Refresh
• Incremental Data Refresh Settings
• Manage and Promote Datasets
• Troubleshooting Service Connectivity 

Bonus Content / Time Permitting

13. Row-level Security

• Security overview in Power BI
• Row-level security
• Static Method
• Dynamic Method
• Connect to OData feeds

Course Materials

Student Materials: Each participant will receive a Student Guide with course notes, code samples, software tutorials, step-by-step written lab instructions, diagrams and related reference materials and resource links. Students will also receive the project files (or code, if applicable) and solutions required for the hands-on work.

Hands-On Setup Made Simple! Our dedicated tech team will work with you to ensure our ‘easy-access’ cloud-based course environment is accessible, fully-tested and verified as ready to go well in advance of the course start date, ensuring a smooth start to class and effective learning experience for all participants. Please inquire for details and options.