Microsoft Power BI

Power BI Overview

• Introduction, Outline & Objectives
• Power BI Terminology - Data Sources, DataSets, Fields, Measures, Tiles Visualisations, Pages and Reports
• Power BI Process - Connecting to Data, Manipulating and Modelling Data, Creating Visualisations on the Report Page, Formatting and Filtering Visualisations, Creating and Publishing Reports in Power BI

Getting Data

• Connecting to File based Data - Connecting to Excel Spreadsheets, Access Databases, Text Files
• Connecting to Service based Data - Cloud Based Data Sources (OData), SharePoint Lists, Other Web Sources

Query Editing (desktop only)

• Data Manipulations - Column Transformations, Using Query Editor, Grouping within Columns, Appending Queries, Adding Custom Columns, Advanced Query Editing, Transforming Unstructured Data, Unpivoting Column Data, Applied Steps, Closing and Applying Changes

Data Modelling and Relationships

• Data Modelling
• Relationships in Data (desktop only) - Viewing Relationships, Creating new Relationships, Editing Relationships
• Column Operations - Hiding Fields within the Dataset, Sorting by Columns, Changing Column Data Format

Calculating Data using DAX (desktop only)

• Creating a calculated column
• Completing DAX Formulae
• DAX Language - DAX Data Types, operators
• DAX Functions - Date, Time Intelligence Functions, Mathematical, Logical, Text and Statistical Functions
• Showing RELATED Columns
• Date Calculations
• Debugging Expressions - Conversion Errors, Empty or missing values
• Adding Measures - Setting the Measure’s Home Table, Columns vs. Measures
• Creating New Calculated Tables

Visualisations

• Visualising Data - Adding Visualisations to Report Page
• Types of Visualisation - Tables and Conditional Formatting, Pie, Line, Combination Charts, Maps and Geographic data, KPI Cards
• Slicers and Filtering - Adding and Formatting Slicers, Filtering at Page, Report and Tile Level, Drill Through Filters
• Formatting Visualisations - Formatting Options, Tile Properties
• Manipulating Tiles - Tile Menu, moving and deleting, Viewing, Spotlighting and exporting Tile data
• Report Pages - Adding and Formatting Report Page, Duplicating Report Pages, Adding Shapes to the Report Page, Text boxes, images and buttons

Publishing PowerBI and Dashboards

• Publishing Power BI Reports - Create and Share Internally and Externally, Creating a Group
• Publishing Reports to Power BI from Desktop
• Printing Published Reports
• Dashboards in Power BI Online - Dashboards vs Reports
• Creating a Dashboard - Dashboard Menu, Duplicating an Open Dashboard
• Adding Tiles to a Dashboard - Adding Web Content, Adding an Image, Text Box & Video, Adding Streaming Content, Pinning Tiles and Report Pages, Pinning Tiles from Reports, Pinning a Tile from One Dashboard to another, Pinning Ranges from Connected Excel Workbooks
• Printing a Dashboard
• Dashboard Options
• Sharing Dashboards - Sharing Process, Stopping Sharing, Sharing Outside the Organisation, Limitations and considerations, Troubleshoot sharing

Data Refresh

• Content Packs - Consuming a service content pack, Creating Content Packs, Consuming an organisational content pack
• Refreshing Datasets - Refresh Strategies, Refresh Local Files, Refresh Cloud Files, Refresh internal Data Connections, Refresh Cloud Data
• Scheduled Refresh
• Manual Refresh

Q&A Session

• Questions
  • Editions and Licenses
  • Getting Data - Internal DB & Excel data, Cloud and Web Services
  • Desktop or Power BI?
  • Visualisations
  • Dashboards
  • Sharing
  • Refreshing
  • Sharing and Publishing

If you're interested in this course, please contact us:

Business Partnerships, York College, Sim Balk Lane, York, YO23 2BB
Email: businesspartnerships@yorkcollege.ac.uk
Tel: 01904 770368 option 1