Please note that this list of topics is based on our standard course offering, evolved from typical industry uses and trends. We'll work with you to tune this course and level of coverage to target the skills you need most. Topics, agenda and labs are subject to change, and may adjust during live delivery based on audience skill level, interests and participation.
Introduction to the Power BI ecosystem
- What is Power BI?
- Overview of the Power BI Ecosystem
- Power Query Editor; Power BI Desktop; Power BI Service
- Tour of the Power BI Desktop
- Tour of the Power Query Editor
The Extract, Transform, Load process
- Introduction to the Power Query Editor
- Clean and transform raw data using the ribbon
- Mastering data types
- Understanding some of the PQE 'rules'
- Leveraging Applied Steps
- Finding nulls/blanks/empties
- Adding custom columns
- Removing unnecessary columns
- Introduction to the 'M' language
- Modifying the M in the Formula Bar
- Merging/appending data sources
- Saving/applying transformations
Creating the data model
- What is a data model? Why is it necessary?
- Reviewing relationships/creating new ones
- One to many; Many to many; One to one
- Using basic DAX to add data
- Measures; Calculated columns; Tables
- Introduction to filter context and DAX
Enhancing the semantic model
- Hierarchies
- Hidden fields
- Adding synonyms
- Adding descriptions
Creating a date table
- Why is a date table necessary?
- Where is the date table created?
- Creating a basic date table
- Connecting in a date table
Creating a report
- Formatting pages and using themes
- Choosing and placing visuals
- Formatting visuals
- Visual header controls
- Editing visual interactions
- Slicers and the filter panel
- Syncing slicers
- Formatting tooltips/creating a tooltip page
- Creating a drill through
- Understanding and evaluating page/visual performance
Publish a report and semantic model
- Publish the report to a designated workspace
- Tour of the Power BI Service
- Apps; Workspaces; My workspace
- Review of the five types of a content a workspace can store
- Reports; Dashboards; Datasets; Dataflows; Apps
Understanding Workspaces
- Viewing a report or dashboard
- Review of menu options
- Understanding editing privileges in Workspaces
- Review of menu options in edit mode
- Editing a report and saving changes
- Creating a dashboard
- Setting up a refresh schedule
- Creating an app and defining audiences
- Publishing a report or dashboard to an app