Microsoft Power BI Boot Camp

This 3-day instructor-led course will teach how to use the entire Power BI and Power BI Desktop toolset as your business intelligence platform. You'll learn how to implement solutions using the Power...

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$1,595 USD
Course Code POWERBIBC
Duration 3 days
Available Formats Classroom, Virtual
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This 3-day instructor-led course will teach how to use the entire Power BI and Power BI Desktop toolset as your business intelligence platform. You'll learn how to implement solutions using the Power Query, PowerPivot, PowerView, Power Map, Power BI, Power BI Desktop, and Excel Services for SharePoint. This class is packed with hands-on labs to re-enforce class topics and provide you with the skills to successfully create impressive dashboards, reports, and other business intelligence solutions. You'll learn best practices for implementing Power BI solutions and practical ideas for implementing the solutions within your organization. Companies today generate enormous amounts of valuable information, but often have poor reporting capabilities – inhibiting the sharing of key information. This course will teach you how to provide executives, managers, and your entire staff with insights into your data through state-of-the-art business intelligence solutions built on the Microsoft Power BI and Office 365 platform. BI has never been more accessible and capable before! This course teaches you everything you need to know to implement BI solutions using, Power Query, PowerView, PowerPivot, Power Map, Excel Services, and Power BI. Make better decisions and provide strategic information to the entire organization with the solutions you build.

Skills Gained

  • Obtain a deep understanding of the entire Microsoft BI stack
  • Learn how to connect on-premise data sources to the cloud
  • Learn how to build an enterprise Data Catalog to share queries
  • Implement scorecards, dashboards, and KPIs
  • Understand the capabilities of PowerPivot and how to analyze data with PowerPivot
  • Integrate data from many different external data sources
  • Learn best practices for implementing effective, high-performing BI solutions
  • Learn how to provide intuitive ad-hoc reporting for business users by implementing Power View
  • Learn the benefits and limitations of each BI tool and which ones will work best for your needs

Who Can Benefit

  • Analysts
  • Database Administrators
  • Project Managers
  • Senior Business Intelligence Architects and Consultants
  • Senior Business Analysts
  • Digital Marketers
  • IT Specialists
  • IT Managers/IT Directors
  • Anyone responsible for implementing BI

Prerequisites

In order to follow along with all of the hands-on lab exercises, students should be comfortable using Excel to perform data analysis tasks and should have foundational database management knowledge.

Course Details

Course Outline

Part 1: What is BI

  • Business Intelligence Overview
  • Evolution of Business Intelligence
  • Common Challenges
  • Benefits of Power BI

Part 2: Getting Started with Power BI

  • Overview & Pricing/Licensing
  • Components of Power BI
  • Power BI Desktop
  • Power BI Mobile
  • Power BI Embedded
  • Power BI Gateway
  • Building Blocks of Power BI
  • Datasets
  • Visualization
  • Reports
  • Tiles
  • Dashboards
  • Power BI Workflows
  • Resources for Inspiration
  • Demo: Quick Tour of Power BI Service
  • Lab Exercise: Quick Tour of Power BI Service

Part 3: Getting Data

  • Navigating Power BI Desktop
  • Connect to Data Sources in Power BI Desktop
  • File Data Sources
  • Database Data Sources
  • Azure Data Sources
  • Online Service Data Sources
  • Miscellaneous Data Sources
  • Clean and Transform your Data
  • Advanced Data Sources
  • Advanced Editor
  • Shaping Data
  • Applied Steps
  • Transformations
  • Cleaning Irregularly Formatted Data
  • Data Types
  • Combining Data
  • AI Analytics
  • Text Analytics
  • Vision
  • Azure Machine Learning
  • Invoking the Shared Models
  • Considerations and Limitations
  • Demo: Quick Tour of Power Query Editor
  • Lab Exercise: Import Data and Create Queries with Power BI Desktop
  • Lab Exercise: Transform Data
  • Lab Exercise: Combining Data
  • Lab Exercise: Create a Report using Power BI Desktop
  • Lab Exercise: Publish a PBIX File to the Power BI Service

Part 4: Power BI and Excel

  • Excel Integration
  • Import an Excel Table into Power BI
  • Use Excel as a Dataset
  • Import Excel Files with Data Models
  • Connect, Manage and View Excel in Power BI
  • Publishing and Sharing

Part 5: Modeling Data

  • Overview
  • How to Manage Your Data Relationships
  • Create Calculated Columns
  • Optimizing Data Models for Better Visuals
  • Create Measures and Work with Time-Based Functions
  • Create Calculated Tables
  • Explore Time-Based Data
  • Grouping
  • Binning
  • Hierarchies
  • Demo: Modeling Relationships Column by Example Conditional Columns, Groups, Hierarchies

Part 6: Visualizations

  • Overview
  • Create and Customize Simple Visualization
  • Numerical Fields
  • Text Fields
  • Geographic Fields
  • Modify Colors Insert Static Objects, and Set Page Properties
  • Styling with Shapes, Text Boxes, and Images
  • Page Layout and Formatting
  • Z-Order of Report Elements
  • Customize Visuals with Summarizations
  • How to:
  • Use Combination Charts
  • Manage Slicers and Sync Slicer
  • Use Map Visualizations
  • Implement Tables and Matrixes
  • Apply Conditional Formatting
  • Interpret Scatter Charts
  • Work with Water & Funnel Chart
  • Use Gauges and Single Number Cards
  • Creating Complex Interactions Between Visuals
  • Advance Concepts and New Features
  • Decomposition Tree
  • Key Influencers
  • Insights
  • Visual Hierarchies and drill-down behavior
  • Custom Visualizations
  • Drillthrough
  • Analytics Pane
  • Forecasting
  • Tooltips
  • Chiclet Slicer
  • Hierarchy Slicer
  • Synoptic Panel
  • Other Powerful Custom Visualizes
  • Pivot Slicer
  • Smart Filter
  • Hierarchy Filter
  • Card Browser
  • Visio Visual
  • Infographic Designer
  • D3JS Visualizer
  • Demo: Visualizations, Slicers, and Advanced Interactions

Part 7: Publishing and Sharing

  • Print and Export Power BI dashboards
  • Creating Content Packs
  • Publishing to Web
  • Embed in SharePoint
  • Export to PowerPoint
  • Power BI Mobile
  • Creating Workspaces in Power BI

Part 8: Exploring Data

  • Overview
  • Use Quick Insights
  • Create and Configure a Dashboard
  • Shared Dashboards with your Organization
  • Display Visuals and Tiles Full-Screen
  • Edit Tile Details
  • Get More Space on Your Dashboard
  • Ask Questions of your Data with Natural Language
  • Custom Q&A suggestions
  • Adding Q&A to a Report
  • Adding a Q&A to a Report
  • Q&A Tooling
  • Review Questions
  • Teach Q&A
  • Manage Terms
  • Data Sources for Q&A
  • Bulk Synonyms
  • Q&A Best Practices
  • Bookmarks
  • Themes
  • Demo: Quick sights
  • Demo: Q&A in Dashboards and Reports
  • Demo: Bookmarks

Part 9: Administration & Security

  • Securing Content in Power BI
  • My workspace
  • Sharing a Dashboard
  • Sharing to Web
  • Admin Access
  • Row-level Security
  • Permissions
  • Defining and Creating toles within Power BI Desktop
  • Row-Level Security
  • Managing Data Capacity
  • Subscriptions
  • Resources

Part 10: Introduction to DAX

  • DAX Calculation Types
  • Calculated Columns
  • Calculated Measures
  • DAX Functions
  • Aggregation Functions
  • Counting Functions
  • Logical Functions
  • Information Functions
  • Text Functions
  • Date Functions
  • Using Variables in DAX Expressions
  • Table Relationships in DAX
  • DAX Tables and Filtering
  • Quick Measures
  • What-if Parameters
  • Dynamic Labeling
  • Resources
  • Demo: Quick Measures
  • Demo: What-if
  • Demo: Dynamic Labeling

Hands-on Lab Exercises:

Retail Sales Exercise

  • Retail Analysis – Overview
  • Retail Analysis – District Monthly Sales
  • Retail Analysis – New Stores

Customer Profitability Exercise

  • Customer Profitability – Team Scorecard
  • Customer Profitability – Industry Margin Analysis
  • Customer Profitability – Executive Scorecard

Opportunity Analysis: Exercise

  • Opportunity Analysis – Opportunity Count
  • Opportunity Analysis – Revenue Overview
  • Opportunity Analysis – Upcoming Opportunities
  • Opportunity Analysis – Region Stage Counts
  • Opportunity Analysis Data Model
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