Power BI Course Content

Power BI Service is a cloud created solution which is succeeded by Microsoft Corporation for creating, publishing, and managing reports. With Power BI Service, you can connect to datasets and can design Reports and Dashboards and also you can share the end-users. Reports or Dashboards shared from Power BI Service can be accessed anywhere from the world.

Process of work in Power BI

A common flow of work in Power BI is

• Fetch data into Power BI Desktop, and generate a report.
• Publish into the Power BI service or Power BI Report Server, where you create new visualizations or build dashboards.
• Share your dashboards with others, especially people who are on the go.
• View and interact with shared dashboards and reports in Power BI Mobile apps (Windows phones and tablets, as well as for IOS and Android devices).

First, we start our work in Power BI Desktop, where a report is created. That report is then published to the Power BI Service or Power BI Report Server and we will create Dashboards here, and then shared, so users of Power BI Mobile apps can consume the information. We can also view the shared Dashboards using web browsers (Chrome, Firefox etc.) if you have access to Power BI Service

Power BI Complete Introduction

• Power BI Introduction
• Data Visualization, Reporting
• Business Intelligence(BI), Traditional BI, Self-Serviced BI
• Cloud Based BI, On Premise BI
• Power BI Products
• Power BI Desktop (Power Query, Power Pivot, Power View)
• Flow of Work in Power BI Desktop
• Power BI Service, Power BI Report Server, Power BI Mobile
• Flow of Work in Power BI / Power BI Architecture
• A Brief History of Power BI

PBI Desktop Installation Power BI Desktop & Power BI

• Service Overview

Power BI Desktop Software Installation

• Download & Installation of Power BI Desktop Software
• What are the Prerequisites to Install Power BI Desktop Software
• Power Pivot Software Overview
• Understanding about Power Pivot – A In Memory Columnar Database
• Advantage of In Memory Columnar Database
• Enhancing the Data Model – DAX(Data Analysis eXpressions) Language – Data View

Power Query Software Overview

• Overview of Power Query / Power Query Editor
• How to Open Power Query / Power Query Editor Software
• Connecting to Data Sources and Extracting the Data
• Establish connection to the Excel source, SQL Server
• Importing Data into Power Query Editor
• Transforming the Data in Power Query Editor using GUI Options
• Loading the Data into Power Pivot
• Understanding the M(Mashup) Language behind the GUI Options.

Power View Software Overview

• Overview of Visualizations, Fields, Field Wells
• Understanding Dimension Columns & Fact Columns
• Visualizing the Data using Power View and Power Maps – Report View
• Saving Report
• Publishing the Report to Power BI Service

Power BI Service Overview

• Power BI Service Overview
• Logon to Power BI Service
• Share the Reports with Clients

Power BI Desktop User Interface

• Understanding Power BI Desktop User Interface
• Fields Pane, Visualizations Pane, Filters Pane
• Ribbon, Multiple Views (Report View, Data View & Model View)
• Report Canvas, Pages Section

Building Blocks of Power BI

• Datasets, Visualizations, Reports, Dashboards & Tiles

Power Query

Introduction to Power Query & Power Query Editor User Interface

• Overview of Power Query / Query Editor
• How to Open Power Query / Query Editor
• Extracting the Data from Data Sources
• Transforming the Data using GUI Options
• Loading the Data in Power Pivot
• Query Editor UI(Queries Pane, Data Pane / Results Pane, Power Query Ribbon)
• Query Settings, Pane Applied Steps, Formula Bar
• Advanced Editor, Query Dependencies
• Understanding Power Query Conceptually

Data Processing, Data types and Filters in Power Query

• How Data Processed in Power Query
• Data types, Changing the Data type of a Column, Detect Data Type
• Filters in Power Query and their Purpose
• Auto Filter / Basic Filtering
• Filter a Column using Advanced Text Filters, Number Filters, Date Filters
• Filter Multiple Columns

Inbuilt Column Transformations

• Remove Columns / Remove Other Columns, Choose Columns, Go To Column
• Name or Rename a Column
• Reorder Columns or Sort Columns(Move Left, Right, To Beginning, To End)
• Column from Examples( From All Columns, From Selection)
• Add Column / Custom Column
• Duplicate Column, Split Column, Merge Columns
• PIVOT, UNPIVOT Columns, Transpose Columns
• Replace Values, Remove Empty

In built Row Transformations

• Header Row or Use First Row as Headers, Use Headers as First Row
• Keep Top Rows, Keep Bottom Rows, Keep Range of Rows
• Keep Duplicates, Keep Errors
• Remove Top Rows, Remove Bottom Rows, Remove Alternative Rows
• Remove Duplicates, Remove Blank Rows, Remove Errors
• Group Rows / Group By

Combine Queries (Merge Queries & Append Queries)

Merge Queries / Join Tables

• Merge Queries, Merge Queries as New
• Need of Merge Queries, Minimum requirements to Perform Merge Queries
• Types of Joins / Join Kinds / Merge Type
  • Left Outer (all from first, matching from second)
  • Right Outer (all from second, matching from first)
  • Full Outer (all rows from both)
  • Inner (only matching rows)
  • Left Anti (rows only in first), Right Anti (rows only in second)
• Cartesian Join or Cross Join, Self-Join
• Merging the Tables using Multiple Join Conditions
• How to Merge 3 Tables
• Use Fuzzy Matching Option

Append Queries / Union ALL Tables

• Append Queries, Append Queries as New
• Minimum requirements to perform Append Queries
• Append Two Tables , Append Three or More Tables
• Folder as Source
• Appending Multiple Excel Files and Multiple Sheets using Single Query
• Union All, How to get Union Result

Query Options

• Copy Query, Paste Query, Delete Query, Rename Query
• Enable Load, Include in report Refresh
• Duplicate Query, Reference Query
• Move to Group, Move Up, Move Down
• Create Function, Convert To Parameter
• Advanced Editor, Properties

Home Tab Options

• Close & Apply, Apply, Close
• New Source, Recent Sources, Enter Data, Data Source Settings
• Manage Parameters( Manage Parameters, Edit Parameters, New Parameter)
• Suggested Values(Any Value, List of Values, Query), Convert to List
• Query Parameters and Power BI Templates
• .pbix(Power BI File) and .pbit(Power BI Template File)
• Refresh Preview, Refresh All, Cancel Refresh
• Sorting Data

Transform Tab Options

• Reverse Rows, Count Rows, Replace Values, Replace Errors, Fill Down, Fill Up
• Text Column, Number Column, Date & Time Column Options
• Structured Column(Expand, Aggregate, Extract Values)
• Run R Script, Run Python Script

Add Column Tab Options

• Create Custom Function, Invoke Custom Function
• Conditional Column, Index Column, Duplicate Column
• From Text, From Number, From Date & Time Column Options

Power Pivot

Power Pivot Software Overview

• Understanding about Power Pivot – A In Memory Columnar Database
• Advantage of In Memory Columnar Database
• Overview of Data Modeling – Model View(Previously Relationship View)
• Enhancing the Data Model – DAX(Data Analysis eXpressions) Language – Data View

Power BI Data Modeling – Model View (Previously Relationship View)

• Data Modeling Introduction
• Relationships, Need of Relationship Between Tables
• Dimension Column, Fact Column, Dimension Table, Fact Table
• Star Schema, Snowflake Schema
• Galaxy Schema or Hybrid Schema or Fact Constellation Schema
• Relationship Types / Cardinality in General
• One-to-One, One-to-Many (or Many-to-One), Many-to-Many
• AutoDetect the relationship, Create a new relationship
• Edit existing relationships, Delete a relationship
• Make Relationship Active or Inactive
• Cross filter direction (Single, Both), Apply Security Filter in Both Directions
• Assume Referential Integrity

Enhancing the Data Model - DAX

• What is DAX(Data Analysis eXpressions) Language – Functional Language
• New Column, New Measure / Quick Measure, New Table
• DAX Table and Column Name Syntax
• Creating New Column, Creating New Measure
• Implicit Measures, Explicit Measures
• Difference Between New Columns & New Measures
• DAX Operators, Types of Operators
• Arithmetic Operators, Comparison Operators
• Text Concatenation Operator, Logical Operators

DAX Functions - Categories

• Text Functions
• Logical Functions
• Date and Time Functions
• Filter Functions
• Math & Statistical Functions
• Time Intelligence Functions

DAX Text Functions

• LEN, CONCATENATE (&)
• LEFT, RIGHT, MID
• TRIM, SUBSTITUTE, REPLACE, BLANK

DAX Date & Time Functions

• Creating Date Dimension Table for performing Time Intelligence Analysis
• YEAR, QUARTER, MONTH, DAY
• WEEKDAY, WEEKNUM
• FORMAT (Text Function) à Month Name, Weekday Name
• DATE, TODAY, NOW
• HOUR, MINUTE, SECOND, TIME
• DATEDIFF, YEARFRAC, CALENDAR, CALENDARAUTO
• EDATE, EOMONTH, DATEVALUE
• Week Number of Month, Fiscal Year, Fiscal Quarter

DAX Filter Functions

• CALCULATE, CALCULATETABLE
• ALL, ALLSELECTED, ALLEXCEPT
• RELATED, RELATEDTABLE
• LOOKUPVALUE (Information function)
• USERELATIONSHIP
• FILTER, DISTINCT(Column), DISTINCT(Table), VALUES, SELECTEDVALUE

DAX Time Intelligence Functions

• Time Intelligence Introduction
• Date Dimension Table, Mark as Date Table
• TOTALMTD, TOTALQTD, TOTALYTD
• PREVIOUSDAY, PREVIOUSMONTH, PREVIOUSQUARTER, PREVIOUSYEAR
• SAMEPERIODLASTYEAR
• YOY Growth, QOQ Growth, MOM Growth
• FIRSTDATE, LASTDATE

Quick Measures

• Creating Measures without writing the DAX Formula using Quick Measures
• Sales YoY%, Sales YTD, Sales MTD

Power View

Report View / Power View

• Report View User Interface / Power BI Desktop User Interface
• Fields Pane, Visualizations pane, Filters Pane
• Ribbon, Multiple Views, Report Canvas, Pages Section
• Fields, Filed Wells, Formatting, Analytics

Visuals Interactions

• Visual Interactions
• Interaction Type (Highlight, Filter, None)
• Visual Interactions Default Behavior
• Changing the Default Interaction Behavior, Edit Interactions

Filters in Power View

• Filters, Filter Types in Power View
• Filters on this Visual, Filters on this Page, Filters on All Pages
• Drill Through Filters, Cross Report Drill Through, Keep All Filters
• Filter Sub Types - Basic Filtering, Advanced Filtering, Top N, Relative Date Filtering
• Numeric field filters, Text field filters, Date and Time field Filters

Hierarchies and Drill-Down Reports

• Hierarchy Introduction, Default Date Hierarchy
• Creating Hierarchy, Creating Custom Date Hierarchy, Change Hierarchy Levels
• Drill Actions - Drill Down, Drill Up, Show Next Level, Expand Next Level
• Apply Drill Down filters to Selected Visual

Power BI Visualizations

• Visualizing Data, Why Visualizations
• Visualization types, Field Wells

Visuals for Filtering

• Slicer Visualization, When to use a Slicer
• Create and format Slicer Visualization
• Hierarchy Slicer (Custom Visualization)
• When to use a Hierarchy Slicer, Create and format Hierarchy Slicer
• Advantages of Hierarchy Slicer
• Play Axis (Dynamic Slicer) - Custom Visualization
• When to use a Play Axis Visual, Create and format Play Axis Visual

Visualizing Categorical Data

• Purpose of Pie and Donut Charts, Create and Format Pie and Donut Charts
• Purpose of Tree map Visual, Create and Format the Tree Map Visual
• Purpose of Bar & Column Charts
• Create and Format Bar and Column Charts
• Create and Format Stacked Bar Chart, Stacked Column Chart
• Create and Format Clustered Bar Chart, Clustered Column Chart
• Create and Format 100% Stacked Bar Chart, 100% Stacked Column Chart
• Purpose of Scatter Chart, Create and Format Scatter Chart

Visualizing Trend Data

• Purpose of Line and Area Charts
• Create and Format Line Chart, Area Chart, Stacked Area Chart
• Combo Charts
• Create and Format Line and Stacked Column Chart, Line and Clustered
• Column Chart
• Create and Format Ribbon Chart, Waterfall Chart

Visualizing KPI Data

• Create and Format Gauge Visual, KPI Visual
• Create and Format Card Visualization, Multi Row Card
• Create and Format Funnel Chart

Visualizing Tabular Data

• Create and Format Table Visual, Matrix Visualization

Visualizing Geographical Data

• Create and Format Map Visual, Filled Map Visual

Tooltip Page

• Create a Report Tooltip Page, Configure your Tooltip Report Page Manually setting a Report Tooltip

Bookmarks, Selection Pane & Buttons

• Bookmarks, Selection Pane & Buttons
• Changing the chart type dynamically
• Changing the Axis of Chart Dynamically

Power BI Service

Power BI Service Introduction

• Power BI Service Introduction, Power BI Cloud Architecture
• Cloud Vs. On Premise
• Creating Power BI Service Account, SIGN IN to Power BI Service Account
• Power BI Pro & Power BI Premium
• My Workspace & Project Workspace
• Power BI Service Introduction

Adding Dataset to Power BI Service and Creating Multiple New Reports

• Publishing Reports to the Power BI service, Import / Getting the Report to PBI Service
• Creating Multiple Reports using Dataset
• Power BI Datasets Live Connection using Desktop to Create New Report
• Creating New Reports in Cloud using Published Datasets
• Shared and Certified Datasets, Sharing Dataset across Multiple Projects

Dashboards Development

• Dashboard, Creating Dashboards using Multiple Reports
• Pin Visuals and Pin LIVE Report Pages to Dashboard
• Advantages of Dashboards
• Interacting with Dashboards
• Adding Tiles to Dashboards
• Web Content, Image, Text Box, Video
• Formatting Dashboard

Understanding Sub folder in Workspace

• Datasets + Dataflows - Dataflows, Datasets
• Content - Workbooks, Reports & Dashboards
• All - Dataflows, Datasets, Workbooks, Reports & Dashboards

Dataflows

• Dataflows, Purpose of Dataflows
• Creating and Working with Dataflows
• Using Dataflows to Create a Dataset in Power BI Desktop

Power BI Architecture with Dataflows

Dataset Actions

• Refresh, Schedule Refresh, Analyze in Excel, Create Report
• Delete Dataset, Get Quick Insights, Security, Rename, Settings, Download .pbix
• Manage Permissions, View Lineage

Excel Workbooks

• Import Excel Data into Power BI as Dataset

Upload you Excel file to Power BI

Report Actions

• Share, Mark as Favorite, Analyze in Excel, Delete, Quick Insights, Save a Copy, Settings
• View usage Metrics Report, View Lineage

Dashboard Actions

• Share, Mark as Favorite, Delete, Settings, View usage Metrics

Team Collaboration in Power BI using Workspaces

•  
• Introduction to Workspaces
• Classic Workspaces, Upgraded Workspaces
• Create an Workspace, Add Members to Workspace to Collaborate
• Workspace Access - Admin, Member, Contributor, Viewer Roles
• Sharing Reports & Dashboards using Direct Sharing / Basic Sharing
• Content Pack Introduction
• Create Content Pack, Sharing Content Packs
• Specific Groups, My Entire Organization
• Selecting the Content / Items to Publish or Share
• Introduction to App
• Publish an App, Update a Published App
• Manage Content in App, Include in App, Exclude in App
• Sharing App
• Entire Organization, Specific individuals or group
• Un publishing an App

Row Level Security in Power BI

• Introduction to Row Level Security
• Row Level Security (RLS) with DAX
• Manage Roles, Creating Roles, Testing Roles
• Adding Members to Roles in Power BI Service
• Dynamic Row Level Security
• Creating Users Table and Adding to the Model
• Capturing users using UserName () or UserPrincipalName () DAX Functions

Syncing Published Power BI Report Files Using OneDrive

• Refresh a Dataset stored on OneDrive
• Schedule Refresh the Dataset stored on OneDrive

Deployment Pipelines

• Create a Deployment Pipeline
• Assign a workspace to a Deployment Pipeline.