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Details
Goals
To create reports in Power BI desktop
To learn how to manipulate data in Power Query
To learn how to manipulate a data model and write formulas
Prerequisite
Knowledge of the Windows work environment
Contents
Introduction
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What is Power BI?
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Licences,
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Power BI Desktop environment.
Importing data with Power Query
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Loading data from different types of sources,
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Transform data to fit the model:
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Filter,
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Pivot / un-pivot,
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Merge queries,
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Append data from one query to another (Append Queries),
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Select columns to keep from the source,
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Rename columns,
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Duplicate / reference queries,
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Disable query loading in the model.
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Update data
Data Model
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Data modelling and best practice implementation,
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Creating relationships in the data model,
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Cardinality of relationships (one-to-many, one-to-one, many-to-many),
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Direction of filters.
Creating calculations in the data model - Introduction to DAX (Data Analysis eXpressions)
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Create calculated columns in DAX,
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Create conditional formulas using IF,
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Use data from a related table using RELATED,
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Create measures (aggregate calculations - sums, counts, etc.) in DAX (SUM, COUNTROWS, etc.),
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Create measures using Quick Measures,
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Calculate a percentage of the total (DIVIDE, CALCULATE, ALL),
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Create time comparison measures (TOTALYTD, TOTALQTD, TOTALMTD, DATEADD),
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Customise the date tables of the model (CALENDAR, CALENDARAUTO, FORMAT, YEAR, MONTH).
Visualisations
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Graphics: Columns, Bars, Ribbon, Line, Area, Waterfall,
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Proportions: Pie, Donut, Treemap, Funnel,
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Performance indicators: KPI, Gauge, Card, Multi-Row Card,
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Geographic data: Map, Filled Map, Shape Map,
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Interactive: Key Influencers, Decomposition tree, Q&A, Smart Narrative, Slicers.
Formatting
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Formatting of report pages,
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Use of themes to harmonise reports,
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Basic formatting of visualisations,
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Conditional formatting based on colour gradients or data bars,
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Conditional formatting based on rules,
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Conditional formatting based on measures.
Filtering reports
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Filter a visualisation,
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Create a top/bottom X,
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Filter all views of a page,
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Filter all visualizations of a report,
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Drill down on the data of a visualization,
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Editing interactions between visualisations.
Publication and integration
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Publish a report,
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View a published report in Teams,
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Power BI app for report visualization (mobile and Windows),
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Integration of published reports in PowerPoint.
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