Microsoft Power BI Desktop Intermediate

Course Aims:

This Microsoft Power BI Desktop Intermediate training course is aimed at anyone looking to use this powerful, flexible, and accessible business intelligence tool to connect with and shape / transform data, build models, use DAX functions, and craft structured report visuals, which can then be shared with users.

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Course Prerequisites

Delegates should have attended the Introduction course or have previously used Power BI and created and formatted Report Visuals.

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Course Objectives:

On completion of this course, delegates will be able to:

• Import data into Power BI using Excel and CSV files
• Transform Data in Power Query Editor
• Working with themes
• Create relationships between the tables
• Create Formulas using DAX Functions
• Build Report Visuals

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Course Content:

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Importing Data Sources

• Excel and CSV

Power BI Query Editor (PQE)

• Explain the PQE Interface
• Extract and Load data
• Shape and Transform Data e.g. Rename, Reorder and Remove columns
• Change Data Types
• Remove and Filter Rows
• Merge Columns
• Replacing values
• Formatting text e.g. Uppercase, Lowercase and First letter Capital
• Remove and replace top row
• Applied Steps (Delete)

Data Modelling

• Creating, editing  and detecting relationships
• One to Many relationships

Themes

• What is a Theme?
• How to edit and save themes
• How to reuse saved themes

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Power BI Visualisations

• Adding visuals to Report Canvas e.g. Slicer, Multi Card, KPI, Matrix, Gauge, Map, Q&A
• Use Small Multiples on Visuals
• Use of Hierarchies
• Adding further analysis to the Visual

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‍Introducing Data Analysis Expressions (DAX)

• Create Formulas using Calculated columns and Measures e.g.
• Aggregation and iteration Functions (SUM, COUNT, MIN, MAX, AVERAGE, COUNTROWS, DISTINCTCOUNT)
• Text Functions (LEFT, UPPER, LOWER, CONCATENATE)
• Logical Functions (IF, NESTED IFS)
• Filter Functions (CALCULATE)
• Math and Trig Functions (DIVIDE, FORMAT)
• Date Functions (TODAY, WEEKDAY)
• Zoom in / out of calculations
• Adding comments to calculations
• Indenting calculations

Advanced Conditional Formatting

• Applying and Editing Conditional Formatting rules to visuals
• Applying and removing Data bars

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 Working with Report Pages

• Working with buttons and Page Navigation

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Hints and Tips

• Working with Bookmarks
• Applying Data Category properties to columns
• Synchronize Slicers

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Related Courses

• Power BI Desktop Advanced

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