FR
EN
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
-
What is Power BI?
-
Licences,
-
Power BI Desktop environment.
Importing data with Power Query
-
Loading data from different types of sources,
-
Transform data to fit the model:
-
Filter,
-
Pivot / un-pivot,
-
Merge queries,
-
Append data from one query to another (Append Queries),
-
Select columns to keep from the source,
-
Rename columns,
-
Duplicate / reference queries,
-
Disable query loading in the model.
-
-
Update data
Data Model
-
Data modelling and best practice implementation,
-
Creating relationships in the data model,
-
Cardinality of relationships (one-to-many, one-to-one, many-to-many),
-
Direction of filters.
Creating calculations in the data model - Introduction to DAX (Data Analysis eXpressions)
-
Create calculated columns in DAX,
-
Create conditional formulas using IF,
-
Use data from a related table using RELATED,
-
Create measures (aggregate calculations - sums, counts, etc.) in DAX (SUM, COUNTROWS, etc.),
-
Create measures using Quick Measures,
-
Calculate a percentage of the total (DIVIDE, CALCULATE, ALL),
-
Create time comparison measures (TOTALYTD, TOTALQTD, TOTALMTD, DATEADD),
-
Customise the date tables of the model (CALENDAR, CALENDARAUTO, FORMAT, YEAR, MONTH).
Visualisations
-
Graphics: Columns, Bars, Ribbon, Line, Area, Waterfall,
-
Proportions: Pie, Donut, Treemap, Funnel,
-
Performance indicators: KPI, Gauge, Card, Multi-Row Card,
-
Geographic data: Map, Filled Map, Shape Map,
-
Interactive: Key Influencers, Decomposition tree, Q&A, Smart Narrative, Slicers.
Formatting
-
Formatting of report pages,
-
Use of themes to harmonise reports,
-
Basic formatting of visualisations,
-
Conditional formatting based on colour gradients or data bars,
-
Conditional formatting based on rules,
-
Conditional formatting based on measures.
Filtering reports
-
Filter a visualisation,
-
Create a top/bottom X,
-
Filter all views of a page,
-
Filter all visualizations of a report,
-
Drill down on the data of a visualization,
-
Editing interactions between visualisations.
Publication and integration
-
Publish a report,
-
View a published report in Teams,
-
Power BI app for report visualization (mobile and Windows),
-
Integration of published reports in PowerPoint.
Need a custom training?
None of the trainings fit your requirements? You have specific needs? Key Job trainers are versatile and flexible. Contact us!
