Power BI – English
Doelstelling
At the end of this course, you can independently import data from different types of data sources
into Power BI Desktop using Power Query. Afterwards, you can link this data in these tables to other
tables. You can then use this Model to create powerful visuals/graphs based on it. You can then
publish the created reports to Power Bi Service workplaces yourself.
Doelgroep
The course is designed for anyone who wants to create dynamic reports and dashboards with Power BI Desktop. You want to share reports with others in the company without sharing Excel files to do so. Those who want to process their data streams more efficiently into dynamic visuals.
Programma
• Power BI Introduction
o Concept of Power BI?
o Workflow within Power BI?
o How much does Power BI cost? Different licensing models?
o Components, screen elements within Power BI Desktop?
• Retrieve and transform data using Power Query
o Import data from different data sources.
o Transform data (merge columns, delete records, filter, add columns, split columns,…)
o Merge different files from one folder into one table.
• Data modelling
o Create relationships between tables.
o Set up Custom Sort (e.g. January to December)
o Set up data categories.
o Set default calculations per field.
o Hide (auxiliary) columns/auxiliary tables from the model.
o Add a date table. Why do you need it?
o Optimise data model using DAX Studio
• Making calculations with DAX
o What is the difference between calculated columns and measures?
o What is ‘the context’ in calculations?
o Using basic measures (SUM, COUNT, SUMX, FILTER, RELATED, CALCULATE, IF, …)
• Visualisations and visualisation techniques
, o Components of a report
o Standard visualisation options (stacked bar, stacked column, area, treemap, pie, map, card, table, matrix, gauge, KPI,…)
o Properties of visuals (formatting, conditional formatting)
o Filter options (slicers, visual level filters, page level filters, report level filters, drill-through filters)
o Applying themes
• Power BI Service
o Publish a report in Power BI Service
o What is a Workspace?
o Difference between a report and a dashboard
o Sharing a dashboard with others
• Additional topics
o Using parameters in Power Query
o Additional Power Query techniques/exercises
o Adding additional visualisations to the Power BI Desktop
o Additional calculations with DAX
Voorkennis
For all those who already have a good knowledge in Excel and with Excel formulas. Who have already
worked in Excel with data, tabular or otherwise. A sensitivity in the difference between data types
such as date, text, date-time, numeric is highly desirable. A previous experience in nesting formulas
is an advantage.