Power BI: Data Transformation & Modeling
Audience Profile
This course is geared for data analysts, business intelligence professionals, and power users who are already familiar with Power BI basics but want to sharpen their skills and become more effective in their roles. Whether you're designing dashboards, creating data models, or improving reporting accuracy, this class provides the tools you need to succeed.
Suggested Learning Paths:
Business User/Report Developer
TTDPB01: Power BI: Essentials (2 days). Foundation for all learners.
TTDPB04: Power BI: Creating Reports (1 day). Learn to design and build insightful reports.
(Optional) TTDPB03: Power BI: Data Transformation & Modeling (2 days). If you need to clean and prepare data before reporting.
For Data Analysts & Power Users (Focus: Data Preparation, Analysis, and Advanced Calculations)
TTDPB01: Power BI: Essentials (2 days). Foundation for all learners.
TTDPB03: Power BI: Data Transformation & Modeling (2 days). Learn Power Query and data modeling best practices.
TTDPB05: Power BI: Mastering DAX for Data Analysis (1 day). Essential for writing complex calculations and optimizing analysis.
(Optional) TTDPB04: Power BI: Creating Reports (1 day). If they also need to design and present reports.
For Data Engineers (Focus: Data Preparation & Optimization)
TTDPB01: Power BI: Essentials (2 days). Foundation for all learners.
TTDPB03: Power BI: Data Transformation & Modeling (2 days). Core course for data cleaning and model structuring.
(Optional) TTDPB05: Power BI: Mastering DAX for Data Analysis (1 day). If you need to optimize performance with calculated measures.
At Course Completion
This course combines engaging instructor-led presentations and useful demonstrations with valuable hands-on labs and engaging group activities. Throughout the course you'll learn how to:
Identify and retrieve data from various data sources and understand the different connection methods.
Connect and change connections to a variety of data sources
Identify problems with data quality and errors and address them
Leverage Applied Steps and the Advanced Editor
Manipulate queries to create additional queries or modify existing queries
Future proof queries
Create parameters and functions
Set up for incremental refresh
Create a star schema that meets best practice standards
Write DAX measures with a variety of DAX functions, including CALCULATE
Use variables and nested expressions to streamline DAX measures
Activate inactive relationships
Avoid many-to-many relationships
Set up incremental refresh in the model
Measure the performance of a report page
Use the DAX query view to view and improve the performance of DAX expressions
Create security roles and assign row level security through the role
If your team requires different topics, additional skills or a custom approach, our team will collaborate with you to adjust the course to focus on your specific learning objectives and goals.
Prerequisites
To ensure a smooth learning experience and to gain the most from attending this course, you should have:
-Basic familiarity with Power BI tools and interface.
-A working knowledge of importing and visualizing data.
-General understanding of database concepts and relationships.
Take Before: In order to gain the most from this course, you should have incoming skills equivalent to those in the course listed below, or should have attended this as a prerequisite:
-TTDPB01
-Power BI Essentials
Outline
Please note that this list of topics is based on our standard course offering, evolved from typical industry uses and trends. We will work with you to tune this course and level of coverage to target the skills you need most. Course agenda, topics and labs are subject to adjust during live delivery in response to student skill level, interests and participation.
1. Getting the Data
Entering Your Credentials
Change Data Source Settings
Changing Data Source Settings
When a data source moves
Editing Permissions
Clear Permissions
Privacy Levels
Writing your own SQL code
Shared vs. local dataset
Using Folders and SharePoint Folders
2. Data Quality and Data Typing
Turning on the profiling tools
Data quality and distribution
Profiling on more than 1000 rows
Empty fields: handling blanks and nulls
Cardinality: what is it and why is it important?
Keys and IDs
Handling errors
Data Types
3. Applied Steps
The "magic" of steps: adding, deleting, re-arranging steps
Naming and Documenting Steps
Query Folding and Changed Type step
Using The Advanced Editor
4. When the existing data is not enough (or too much)
Replacing data
Adding new data
Adding a new column
Adding a new query
Deleting columns and rows
5. Manipulating Queries
Combining queries
Append, Merge
Duplicating a query
Referencing a query
"Helper" queries
Deleting a query
Copying parts of an M script
6. Future Proofing Queries
Resolving errors in your query
Read the Formula Bar
Re-using your work in other queries
Copying queries into new PBIX files
7. Parameters and Functions
What is a parameter?
When do you need one?
Why parameters are useful
Creating a parameter
What is a function?
When do you need one?
Why functions are necessary
Creating a function
What is a Semantic Model?
Review the fields and tables that have been imported into the Power BI Desktop.
Why is a data model necessary?
Explain the star schema
Discuss fact and dimension tables
Recognizing typical errors when the model is incorrect
8. Filters and Relationships
Explore the types of relationships: 1-to-many/many-to-1, many-to-many, one-to-one
Discuss the importance of filtering in Power BI
Creating relationships
Active and inactive relationships
Using CALCULATE to modify the model's behavior or change the filter context
9. Adding to the Semantic Model
Adding new content using DAX: tables, columns, measures
Hiding fields
Finishing touches: hierarchies, descriptions, display folders
Evaluate report performance and identify solutions Use different functions to accomplish the same end; evaluate performance
Measure individual measure performance using DAX Query view
In depth discussion of filter and row context in DAX
10. Row-level Security
Security overview in Power BI
Row-level security
Static Method
Dynamic Method
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