Microsoft Power BI Boot Camp

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