Power BI Fundamentals Training

• Introduction to Power BI
  • What is Power BI?
  • Understanding the Power BI Ecosystem (Desktop, Service, Mobile, Embedded)
  • Power BI Desktop vs. Power BI Service vs. Excel
  • The Role of Semantic Models
  • Installing Power BI Desktop
  • Exploring the New File Interface
  • Adjusting Power BI Settings
  • Saving, Opening, and Managing Files
  • Building a Simple Report (Quick Demo)
• Connecting and Shaping Data
  • What is ETL (Extract, Transform, Load)?
  • Understanding Connectivity Types (Import, DirectQuery, Composite)
  • Connecting to an Excel Workbook
  • Connecting to SQL Server (DirectQuery Example)
  • Connecting to Web Data
  • Connecting to SharePoint Lists
  • Using the Navigator Window
  • Refreshing and Managing Data Sources
  • Understanding Import Results
  • Choosing the Best Connectivity Method
  • Creating and Using Parameters in Queries
• Transforming Data with Power Query
  • Introduction to Power Query Editor
  • Navigating the Power Query Interface
  • Shaping and Cleaning Data
  • Basic Transformations (Remove Columns, Rename, Filter)
  • Changing Data Types
  • Resolving Inconsistencies and Nulls
  • Removing Duplicates
  • Using Data Profiling Tools
  • Text, Number, and Date-Time Transformations
  • Creating Date Tables and Rolling Calendars
  • Index Columns and Conditional Columns
  • Creating Columns from Examples
  • Grouping and Aggregating Data
  • Transpose, Pivot, and Unpivot
  • Merging and Appending Queries
  • Appending Files from a Folder
  • Organizing Queries with Groups
  • Viewing Query Dependencies
• Creating a Data Model
  • What is a Data Model?
  • Star Schema vs. Snowflake Schema
  • Fact Tables and Dimension Tables
  • Exploring the Model View
  • Understanding Primary and Foreign Keys
  • Creating and Managing Relationships
  • Active vs. Inactive Relationships
  • Cardinality and Cross-Filtering
  • Relational Models vs. Merged Queries
  • Using Bi-Directional Filters
  • Managing Table and Field Properties
  • Adjusting Data Types, Formats, and Categories
  • Creating Hierarchies
  • Hiding Fields and Tables from Report View
  • Best Practices for Data Modeling
• Writing DAX (Data Analysis Expressions)
  • What is DAX and When to Use It?
  • Understanding the Difference Between M and DAX
  • Calculated Columns vs. Measures
  • Implicit vs. Explicit Measures
  • DAX Syntax and Operators
  • Using Variables in DAX
  • Understanding Row Context vs. Filter Context
  • Creating a Measures Table
  • Common Function Categories:
    • Mathematical and Statistical
    • Counting Functions
    • Logical Functions (IF, SWITCH)
    • Text Functions
    • Date & Time Functions
    • Filter Functions (CALCULATE, FILTER, ALL)
    • Time Intelligence Functions
  • RELATED and RELATEDTABLE
  • Iterator Functions (SUMX, AVERAGEX)
  • Debugging DAX with Performance Analyzer
  • DAX Pitfalls and Best Practices
• Visualizing Data in Power BI
  • Core Visualizations
    • Understanding the Report View
    • Matching Visuals to Audience Needs
    • Creating and Managing Visuals
    • Table and Matrix
    • Bar, Line, and Area Charts
    • Pie and Donut Charts
    • Cards, KPIs, and Gauges
    • Sorting Visuals and Value Calculations
    • Formatting Options and Visual Styles
    • Using Titles, Labels, Tooltips, and Focus Mode
    • Changing and Removing Visual Types
    • Aligning and Organizing Visuals
  • Advanced Visuals and UX Features
    • Slicers (List, Dropdown, Hierarchical)
    • Maps (Filled, Shape, ArcGIS)
    • Drill Down, Drill Up, and Drill Through
    • Conditional Formatting Techniques
    • Bookmarks and Buttons
    • Tooltip Pages and Custom Tooltips
    • Selection Pane and Layering
    • Spotlight and Zoom
    • Decomposition Tree and Smart Narrative
    • Using Parameters in Visuals
    • Creating a Mobile-Friendly Layout
  • Filtering and Interaction
    • The Filter Pane (Visual, Page, Report Level)
    • Clearing and Managing Filters
    • Editing Interactions Between Visuals
• Sharing, Publishing, and Refreshing
  • Differences Between Power BI Desktop and Power BI Service
  • Publishing a Report to the Power BI Service
  • Creating and Managing Workspaces
  • Creating Dashboards in the Service
  • Sharing Reports and Dashboards Securely
  • Scheduling Data Refresh in the Cloud
  • Setting Row-Level Security (Intro Only)
  • Exporting Data and Reports
  • Embedding Reports in Other Applications
  • Power BI Integration with Excel (Analyze in Excel)

Before Taking this Class

Intermediate knowledge of Microsoft Excel and basic knowledge of Windows and web browsers.

Software/Setup For this Class

Power BI Desktop