Description
You’ve heard of Power BI, you’ve seen some visually attractive dashboards and interactive reports that were created with it, and now you’d like to make your own reports look just as interesting. The question is: where do you start?
During this two-day training, we’ll walk you through the necessary steps: we’ll import data with queries, create a data model with the necessary relationships and calculations, build an interactive report and publish it in the cloud. Lastly, we’ll make a cloud dashboard which you can share with your colleagues.
Objectives
After this training, you’ll know how to:
- Import data via queries
- Use queries to transform data into usable, meaningful tables
- Create a data model with relationships, custom sorting, a date dimension table, etc.
- Create a report in a Power BI Desktop environment
- Create a dashboard in a Power BI Service environment
- Share reports and dashboards with colleagues
- Use clever tips & tricks to spruce up your reports with bookmarks and tooltips
- Use the various filter options, such as slicers, visual level filters and page level filters
- Set up interactions between charts
- …
Target Group
Everyone who wants to learn the basics of how to create and share reports and dashboards with Power BI.
Prerequisites
No knowledge of Power BI required.
Content
Part 1: Power BI Overview
- Components of Power BI
- Licensing: what you need to create, share, and view reports
Part 2: Power Query
- Importing data from various sources
- Transforming data (remove duplicates, filter, add/split columns, etc.)
- Merging multiple files from a folder into one table
Part 3: Data Modeling
- Difference between dimension and fact tables
- Creating relationships between tables
- Using a date table and custom sorting
- Setting up standard calculations
- Hiding helper columns in the model
Part 4: Calculations (DAX)
- Differences between calculated tables, columns, and measures
- Creating basic measures
Part 5: Reports
- Visualisation types (bar, column, area, treemap, pie, map, card, table, matrix, gauge, KPI, etc.)
- Visual properties and conditional formatting
- Filter options (slicers, visual/page/report-level filters, drillthrough)
- Interactions between visuals (e.g. cross-chart highlighting)
- Drill-down functionality
- Bookmarks and action buttons
- Custom tooltips
- Themes
Part 6: Power BI Service
- Publishing reports to Power BI Service
- Difference between reports and dashboards
- Sharing reports and dashboards
- Setting up automatic data refresh