Next Level Power BI for Experienced Users | Intermediate Power BI

Course Objectives

Working in a hands-on learning environment led by our expert facilitator, students will learn how to:

• Identify and retrieve data from data sources and understand the different connection methods.
• Optimize query performance
• Profile and examine the data and apply data shape transformations
• Develop a scalable and performance data model
• Enhance the data model with DAX using measures, calculated columns and tables
• Use variables and aggregations to optimize model performance
• Design and create reports and dashboards
• Select and add appropriate visualizations
• Create paginated reports
• Perform Advanced Analytics
• Create and manage workspaces
• Manage datasets and dataset refresh
• Apply row-level security

Course Prerequisites

This is an Intermediate PowerBI course geared for experienced users who wish to leverage the tool’s more advanced capabilities.

Take Before: Attending students should have skills equivalent to or should have recently attended one of these courses:

• TTDPB01: QuickStart to PowerBI for Analysts & Users

Course Agenda

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.

1. Get Started with Microsoft Data Analytics

• Overview of Data Analysis
• Roles in Data
• Introduction to Power BI
• Building Blocks of Power BI
• Touring and Using Power BI

2. Prepare Data in Power BI

• Introduction to getting data
• Getting data
• Select a Storage Mode
• Fix Performance Issues
• Identify and Resolve Data Import Errors

3. Cleaning, Transforming, and Loading Data

• Profiling Data and Examining Structures
• Identify column headers and names
• Shaping Table Structure
• Unpivot and Pivot columns
• Apply user-friendly value replacements
• Use Advanced Editor to Modify M Code

4. Designing a Data Model in Power BI

• Introduction to Data Modeling
• Joins and Relationships
• Star Schemas
• Configure Table and Column Properties
• Modeling Challenges
• Creating new Hierarchies

5. Create Model Calculations using DAX in Power BI

• Introduction to DAX
• Calculated Columns
• Understanding Context
• The CALCULATE() Function
• Using Relationships Effectively
• Time-Intelligence

6. Optimize Model Performance

• Introduction to Performance Optimization
• Performance Analyzer
• Implement Table Granularity
• Optimize Performance
• Introduction to Aggregations
• Managing Aggregations

7. Create Reports

• Design a Report Layout
• Choosing Effective Visualizations
• Adding Visualizations to Reports
• Format and Configure Visualizations
• Basic Interactions
• Configure Conditional Formatting
• Design for Accessibility
• Apply Slicing, Filtering, and Sorting
• Publish and Export Reports

8. Create Dashboards

• Introduction to Dashboards
• Set Mobile View
• Configure Data Alerts
• Explore Data by Asking Questions
• Configure Data Classification

9. Create Paginated Reports

• Introduction to Paginated Reports
• Getting Data
• Create a Paginated Report
• Work with Charts and Tables
• Publish the Report

10. Perform Advanced Analytics

• Introduction to Advanced Analytics
• Explore Statistical Summary
• Identify Outliers
• Advanced Analytics Custom Visuals
• Introduction to AI Visuals

11. Create and Manage Workspaces

• Introduction to Workspaces
• Create a Workspace
• Create Apps
• Monitor Usage and Performance
• Data Protection

12. Manage Datasets in Power BI

• Introduction to Datasets and Parameters
• Dataset Scheduled Refresh
• Incremental Data Refresh Settings
• Manage and Promote Datasets
• Troubleshooting Service Connectivity 

Bonus Content / Time Permitting

13. Row-level Security

• Security overview in Power BI
• Row-level security
• Static Method
• Dynamic Method
• Connect to OData feeds