Audience(s): Information Workers

Level: Advanced

Length: 3 days

About this course

The main purpose of the course is to give students a good understanding of data analysis with Power BI. The course includes creating visualizations, the Power BI Service, and the Power BI Mobile App.

Audience profile

The course will likely be attended by SQL Server report creators who are interested in alternative methods of presenting data.

After completing this course, students will be able to:

  • Perform Power BI desktop data transformation.
  • Describe Power BI desktop modelling.
  • Create a Power BI desktop visualization.
  • Implement the Power BI service.
  • Describe how to connect to Excel data.
  • Describe how to collaborate with Power BI data.
  • Connect directly to data stores.
  • Describe the Power BI developer API.
  • Describe the Power BI mobile app.

Course Outline

  • Module 1: Power BI Desktop Data Transformations

This module describes how to import fata into Power BI.

Lessons

What is Power BI?
Power BI data
Transformations
Lab: Import Data to Power BI

Import data to Power BI desktop
Import data from CSV files
Import data from a less structured file

  • After completing this module, students will be able to:

Describe what Power BI is and what it does.
Describe the types of data.
Perform data transformations.

  • Module 2: Power BI Desktop Modeling

This module introduces Power BI desktop modeling.

Lessons

Optimizing data models
Calculations
Hierarchies
Lab: Manage Power BI data

Manage table relationships
Last year comparison
Year to date
Market share
Optimize the data model

  • After completing this module, students will be able to:

Optimize data models.
Perform calculations with Power BI data.
Describe and create hierarchies.

  • Module 3: Power BI Desktop Visualization

At the end of this module students will be able to create a Power BI desktop visualization.

Lessons

Visualizing your data
Working with multiple visualizations
Lab: Create reports with visualizations

Cross-tabular reports
Part-to-Whole reports
Relationship reports
Trend reports
Rank reports

  • After completing this module, students will be able to:

Visualize data using Power BI
Work with multiple visualizations.

  • Module 4: Power BI Service

This module describes how to implement the Power BI service.

Lessons

Working with the Power BI service
Configuring a dashboard
Viewing a Power BI Dashboard
Lab: Implementing the Power BI service

Upload a Power BI report
Share a Power BI dashboard
Configure data refresh

  • After completing this module, students will be able to:

Work with the Power BI service.
Configure a Power BI dashboard.
View a Power BI dashboard.

  • Module 5: Working with Excel

This module describes how to connect to Excel as a source of data.

Lessons

Importing data from excel
Analyzing data in Excel
Lab: Working with Excel

Uploading an Excel file with an Excel table
Uploading an Excel file with a data model

  • After completing this module, students will be able to:

Import data from excel.
Analyze data in Excel.

  • Module 6: Organization Content Packs, Security, and groups

This module describes how to collaborate with Power BI data.

Lessons

Collaboration
Content packs
Lab: Working with Organization Content Packs

Create a content pack
Edit a content pack
Share a content pack

  • After completing this module, students will be able to:

Share data for collaborative purposes.
Create, edit, and share content packs.

  • Module 7: Direct Connectivity

This module describes various connectivity options using Power BI.

Lessons

Cloud data
Connecting to analysis services
Lab: Direct Connectivity

Direct connectivity from Power BI desktop
Direct connectivity from the Power BI service

  • After completing this module, students will be able to:

Access data in SQL Azure.
Connect to SQL Server Analysis Services.

  • Module 8: Developer API

This module describes the developer API within Power BI.

Lessons

The developer API
Custom visuals

Lab: Using the developer API

Using custom visuals

  • After completing this module, students will be able to:

Describe the developer API.
Use the developer API to create custom visuals.

  • Module 9: Power BI mobile app

This module describes the Power BI mobile app.

Lessons

The Power BI mobile app
Using the Power BI mobile app
Power BI embedded

  • After completing this module, students will be able to:

Describe the Power BI mobile app.
Download and use the Power BI mobile app.
Describe Power BI embedded and when you would want to use it.

Prerequisites:

Before attending this course, students must have:

  • Excellent knowledge of relational databases and reporting.
  • Some basic knowledge of data warehouse schema topology (including star and snowflake schemas).
  • Some exposure to basic programming constructs (such as looping and branching).
  • An awareness of key business priorities such as revenue, profitability, and financial accounting is desirable.
  • Familiarity with Microsoft Office applications – particularly Excel.