Microsoft Power BI with mastery over Power BI Desktop

Microsoft Power BI with mastery over Power BI Desktop
Learn and apply Power BI to build rich dashboards and visualize key insights of your business. Master Power BI Desktop.

Microsoft Power BI is a business intelligence platform provided by Microsoft that provides nontechnical business users with tools for aggregating, analyzing, visualizing and sharing data. Power BI’s user interface is fairly intuitive for users familiar with Excel and its deep integration with other Microsoft products makes it a very versatile self-service tool that requires little upfront training.

In essence, Power BI is the collective name for an assortment of cloud-based apps and services that help organizations collate, manage, and analyze data from a variety of sources, through a user-friendly interface.

Business intelligence tools like Power BI can be used for a multitude of purposes. Primarily, Power BI pulls data together and processes it, turning it into intelligible insights, often using visually compelling and easy-to-process charts and graphs. This allows users to generate and share clear and useful snapshots of what’s happening in their business. Power BI connects to a range of data sources, from basic Excel spreadsheets to databases, and both cloud-based and on-premise apps.

Power BI is something of an umbrella term and can refer to either a Windows desktop application called Power BI Desktop, an online SaaS (Software as a Service) service called Power BI Service, or mobile Power BI apps available on Windows phones and tablets, as well as for iOS and Android devices.

Power BI is built on the foundation of Microsoft Excel, and as such, the learning curve from Excel to Power BI is not that steep; anyone who can use Excel can use Power BI, but the latter is far more powerful than its spreadsheet counterpart.

Uplatz provides this comprehensive Microsoft Power BI training with focus on teaching the fundamentals of Power BI starting from introduction and installation of Power BI to understanding Power BI Desktop in great detail to Data Modeling and Visualization.

This training is for anyone who wants to learn about self-service business intelligence with Power BI – regardless of technical or analytical background. You will be able to use all key features in order to effectively analyse your data, create interactive reports and share your findings throughout your organization.

This course will enable you to create visually rich, interactive reports and publish them to Power BI Online, where they can be shared anytime, anywhere. You will also explore Power BI Desktop’s powerful data modelling tools.

 

Power BI versions

A free version of Power BI is intended for small to midsize business owners; a professional version called Power BI Plus is available for a monthly subscription fee. Users can download an application for Windows 10, called Power BI Desktop, and native mobile apps for Windows, Android and iOS devices. There is also Power BI Report Server for companies that must maintain their data and reports on premises. That version of Power BI requires a special version of the desktop app — aptly called Power BI Desktop for Power BI Report Server.

 

Course Objectives

Rapidly analyze, transform and present data

Understand the Power BI platform

Set up queries to extract and transform data

Create efficient data models

Design and publish interactive reports

Confidently use DAX calculations

 

Microsoft Power BI – course curriculum

 

Introduction to Power BI

What is Power BI?

The Power BI service

Power BI Report Server

Power BI Desktop

Reports and Dashboards

Datasets

Row-Level Security

Content Packs

Natural Language Queries

Power BI Desktop

What is Power BI Desktop

Installation Process of Desktop Power BI

Using Power BI Desktop

Practical Scenarios

​​Data Sources

Connecting to Files

Importing Excel Files

Publishing to Power BI from Excel

Updating Files in Power BI

Data Refresh

The Power BI Data Model

Managing Data Relationships

Optimising the Model for Reporting

Hierarchies

SQL Servers

Other Data Sources

R Script Data Connector

Configuring Data for Q&A

Creating Content Packs

Creating a Group

Shaping and Combining Data

The Query Editor

Applied Steps

Advanced Editor

Shaping Data

Formatting Data

Transforming Data

Combining Data

Merging Data

Modelling and Loading Data

What are the Relationships?

Viewing Relationships

Creating Relationships

Star Schema

Merge Queries and Join Kind

Data Model Structure

Relationship View

Cardinality

Cross Filter Direction

Active Properties

What is DAX?

Syntax

Functions

Context

Calculated Columns

Calculated Tables

Measures

Interactive Data Visualization

Power BI Reports: Page Layout and Formatting

M Language and DAX Language

Multiple Visualisations

Creating Charts

Using Geographic Data

Histograms

Power BI Admin Portal

Service Settings

Desktop Settings

Dashboard and Report Settings

 

What does Power BI do?

Microsoft Power BI is used to run reports and surface insights based on a company’s data. Power BI can connect to a wide range of data sets, and cleans & organizes the info it’s fed so that it can be better digested and understood. The reports and visuals generated from this data can then be shared with other users.

Power BI helps users see not only what’s happened in the past and what’s happening in the present, but also what might happen in the future. Power BI is infused with machine learning capabilities, meaning it can spot patterns in data and use those patterns to make informed predictions and run “what if” scenarios. These estimates allow users to generate forecasts, and prepare themselves to meet future demand and other key metrics.

 

Common uses of Power BI

Microsoft Power BI is used to find insights within an organization’s data. Power BI can help connect disparate data sets, transform and clean the data into a data model and create charts or graphs to provide visuals of the data. All of this can be shared with other Power BI users within the organization.

The data models created from Power BI can be used in several ways for organizations, including telling stories through charts and data visualizations and examining “what if” scenarios within the data. Power BI reports can also answer questions in real time and help with forecasting to make sure departments meet business metrics.

Power BI can also provide executive dashboards for administrators or managers, giving management more insight into how departments are doing.

 

Key features of Power BI

Microsoft has added a number of data analytics features to Power BI since its inception, and continues to do so. Some of the most important features include:

Artificial Intelligence — Users can access image recognition and text analytics in Power BI, create machine learning models using automated machine learning capabilities and integrate with Azure Machine Learning.

Hybrid deployment support — This feature provides built-in connectors that allow Power BI tools to connect with a number of different data sources from Microsoft, Salesforce and other vendors.

Quick Insights — This feature allows users to create subsets of data and automatically apply analytics to that information.

Common data model support — Power BI’s support for the common data model allows the use of a standardized and extensible collection of data schemas (entities, attributes and relationships).

Cortana integration — This feature, which is especially popular on mobile devices, allows users to verbally query data using natural language and access results, using Cortana, Microsoft’s digital assistant.

Customization — This feature allows developers to change the appearance of default visualization and reporting tools and import new tools into the platform.

APIs for integration — This feature provides developers with sample code and application performance interfaces (APIs) for embedding the Power BI dashboard in other software products.

Self-service data prep — Using Power Query, business analysts can ingest, transform, integrate and enrich big data into the Power BI web service. Ingested data can be shared across multiple Power BI models, reports and dashboards.

Modeling view — This allows users to divide complex data models by subject area into separate diagrams, multiselect objects and set common properties, view and modify properties in the properties pane, and set display folders for simpler consumption of complex data models.

 

Power BI Components

Power BI consists of a collection of apps and can be used either on desktop, as a SaaS product or on a mobile device. Power BI Desktop is the on-premises version, Power BI Service is the cloud-based offering and mobile Power BI runs on mobile devices.

The different components of Power BI are meant to let users create and share business insights in a way that fits with their role.

Included within Power BI are several components that help users create and share data reports.

Power Query: a data mashup and transformation tool

Power Pivot: a memory tabular data modeling tool

Power View: a data visualization tool

Power Map: a 3D geospatial data visualization tool

Power Q&A: A natural language question and answering engine

Additionally, there are dozens of data sources that connect into Power BI, ranging from files (Excel, PDF, SharePoint Folder, XML), databases (SQL Server Database, Oracle Database, IBM databases, Amazon Redshift, Google BigQuery), other Power BI data sets, Azure data connections and many online services (Dynamics 365, Salesforce Reports, Google Analytics, Adobe Analytics, Facebook and others).

 

Why do Businesses use Power BI

For businesses who want more reporting power and analytical muscle than that offered by Excel, Power BI is the next level in business intelligence. With Power BI, businesses can assemble, scrutinize, and visualize data from across the company, giving them greater insight into their operations and performance, and allowing them to make more informed decisions based on real data. Benefits of using Power BI include:

Businesses can input huge quantities of data into Power BI that many other platforms would struggle to process

Built-in machine learning features can analyze data and help users spot valuable trends and make educated predictions

Information can be visualized using powerful templates to allow businesses to better make sense of their data

Power BI is cloud-based, so users get cutting edge intelligence capabilities and powerful algorithms that are updated regularly

Powerful personalization capabilities allow users to create dashboards so they can access the data they need quickly

Alerts can be set up on KPIs to keep users up to date important metrics and measurements.

Power BI has an intuitive interface that makes it far more user-friendly and easy to navigate then complex spreadsheets

The platform integrates with other popular business management tools like SharePoint, Office 365, and Dynamics 365, as well as other non-Microsoft products like Spark, Hadoop, Google Analytics, SAP, Salesforce, and MailChimp

With data security a massive talking point for modern businesses, Power BI ensures data is safe, offering granular controls on accessibility both internally and externally

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