Analyzing Data with Power BI and Analyzing Data with Excel

Course Outline

Module 1: Introduction to Self-Service BI Solutions
Introduces business intelligence (BI) and how-to self-serve with BI.

Lessons
• Introduction to business intelligence
• Introduction to data analysis
• Introduction to data visualization
• Overview of self-service BI
• Considerations for self-service BI
• Microsoft tools for self-service BI

Lab: Exploring an Enterprise BI solution
• Viewing reports
• Creating a Power BI report
• Creating a Power BI dashboard

After completing this module, students will be able to:
• Describe the trends in BI
• Describe the process of data analysis in Power BI
• Use the key visualizations in Power BI
• Describe the rationale for self-service BI
• Describe considerations for self-service BI
• Understand how you can use Microsoft products to implement a BI solution

Module 2: Introducing Power BI
This module introduces Power BI desktop, and explores the features that enable the rapid creation and publication of sophisticated data visualizations.

Lessons
• Power BI
• The Power BI service

Lab: Creating a Power BI dashboard
• Connecting to Power BI data
• Create a Power BI dashboard

After completing this module, students will be able to:
• Develop reports using the Power BI Desktop app
• Use report items to create dashboards on the Power BI portal
• Understand the components of the Power BI service including licensing and tenant management

Module 3: Power BI
At the end of this module students will be able to explain the rationale and advantages of using Power BI.

Lessons
• Using Excel as a data source for Power BI
• The Power BI data model
• Using databases as a data source for Power BI
• The Power BI service

Lab: Importing Data into Power BI
• Importing Excel files into Power BI
• Viewing reports from Excel files

After completing this module, students will be able to:
• Describe the data model and know how to optimize data within the model
• Connect to Excel files and import data
• Use on-premises and cloud Microsoft SQL Server databases as a data source, along with the R script data connector
• Take advantage of the features of the Power BI service by using Q&A to ask questions in natural query language, and create content packs and groups

Module 4: Shaping and Combining Data
With Power BI, desktop you can shape and combine data with powerful, built-in tools. This module introduces the tools that are available for preparing your data and transforming it into a form ready for reporting.

Lessons
• Power BI desktop queries
• Shaping data
• Combining data

Lab: Shaping and Combining Data
• Shape power BI data
• Combine Power BI data

After completing this module, students will be able to:

• Perform a range of query editing skills in Power BI
• Shape data, using formatting and transformations
• Combine data together from tables in your dataset

Module 5: Modelling Data
This module describes how to shape and enhance data.

Lessons
• Relationships
• DAX queries
• Calculations and measures

Lab: Modelling Data
• Create relationships
• Calculations

After completing this module, students will be able to:
• Describe relationships between data tables
• Understand the DAX syntax, and use DAX functions to enhance your dataset
• Create calculated columns, calculated tables and measures

Module 6: Interactive Data Visualizations
This module describes how to create and manage interactive data visualizations.

Lessons
• Creating Power BI reports
• Managing a Power BI solution

Lab: Creating a Power BI report
• Connecting to Power BI data
• Building Power BI reports
• Creating a Power BI dashboard

After completing this module, students will be able to:

• Use Power Bi desktop to create interactive data visualizations
• Manage a power BI solution

Module 7: Data Analysis in Excel
This module looks at the classic Excel dashboard and at ways to extend it.

Lessons
• Classic Data Analysis with Excel
• Excel Pivot Tables
• Limitations of Classic Data Analysis

Lab: Building a Classic Excel Dashboard
• Filtering and Formatting Data
• Building a Pivot Table
• Building a Pivot Chart
• Building a Dashboard

After completing this module, students will be able to:
• Describe classic data analysis with Excel
• Describe Excel pivot tables
• Describe the limitations of classic data analysis with Excel

Module 8: The Excel Data Model
This module looks at the classic Excel data model and at ways to extend it.

Lessons
• Using an Excel Data Model
• DAX

Lab: Explore an Excel Data Model
• Create Calculated Columns
• Format Data Model Data
• Create Measures
• Analyze the Data

After completing this module, students will be able to:
• Describe an Excel data model
• View data within an Excel data table
• Describe DAX

Module 8: Importing Data from Files
This module looks at pre-formatting and importing CSV files.

Lessons
• Importing Data into Excel
• Shaping and Transforming Data • Loading Data

Lab: Importing Data from a CSV File
• Import and Transform Data from a CSV File
• Add Data from a Folder

After completing this module, students will be able to:
• Import data into excel
• Shape and transform data
• Load data

Module 9: Importing Data from Databases
This module looks at how to import data into Excel from a SQL Server database.

Lessons
• Available Data Sources
• Previewing, Shaping, and Transforming Data
• Table Relationships and Hierarchies
• Loading Data

Lab: Import Data from Multiple Sources
• Import Data from SQL Server
• Import Data from a CSV File
• Create a Data Table

After completing this module, students will be able to: After completing this module, students will be able to:
• Identify available data sources
• Preview, shape, and transform data
• Explain table relationships and hierarchies
• Load data from various sources

Module 10: Importing Data from Excel Reports
This module describes how to import data from a report.

Lessons
• Importing Data from Excel Reports
• Transforming Excel report Data

Lab: Importing Data from a Report
• Import Data from Excel
• Transform the Excel Data
• Load the Data into an Excel Data Model

After completing this module, students will be able to:
• Import data from Excel reports
• Transform Excel report data