Develop dynamic reports with Microsoft Power BI

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About Course

Overview

Transform and load data, define semantic model relationships and calculations, create interactive visuals, and distribute reports using Power BI.
 

Objectives

By the end of this module, you’ll be able to:

  • Identify and connect to a data source
  • Get data from a relational database, like Microsoft SQL Server
  • Get data from a file, like Microsoft Excel
  • Get data from applications
  • Get data from Azure Analysis Services
  • Select a storage mode
  • Fix performance issues
  • Resolve data import errors
  • Resolve inconsistencies, unexpected or null values, and data quality issues.
  • Apply user-friendly value replacements.
  • Profile data so you can learn more about a specific column before using it.
  • Evaluate and transform column data types.
  • Apply data shape transformations to table structures.
  • Combine queries.
  • Apply user-friendly naming conventions to columns and queries.
  • Edit M code in the Advanced Editor.
  • Create common date tables
  • Configure many-to-many relationships
  • Resolve circular relationships
  • Design star schemas
  • Determine when to use implicit and explicit measures.
  • Create simple measures.
  • Create compound measures.
  • Create quick measures.
  • Describe similarities of, and differences between, a calculated column and a measure.
  • Create calculated tables.
  • Create calculated columns.
  • Identify row context.
  • Determine when to use a calculated column in place of a Power Query custom column.
  • Add a date table to your model by using DAX calculations.
  • Learn about the structure of a Power BI report.
  • Learn about report objects.
  • Select the appropriate visual type to use.
  • Design reports for filtering.
  • Design reports with slicers.
  • Design reports by using advanced filtering techniques.
  • Apply consumption-time filtering.
  • Select appropriate report filtering techniques.
  • Create and manage Power BI workspaces and items.
  • Distribute a report or dashboard.
  • Monitor usage and performance.
  • Recommend a development lifecycle strategy.
  • Troubleshoot data by viewing its lineage.
  • Configure data protection.
  • Use a Power BI gateway to connect to on-premises data sources.
  • Configure a scheduled refresh for a semantic model.
  • Configure incremental refresh settings.
  • Manage and promote semantic models.
  • Troubleshoot service connectivity.
  • Boost performance with query caching (Premium).

Audience

Data Analyst
 

Prerequisites

    • Completion of the Get started with Microsoft data analytics is recommended.

     

Topics

Get data in Power BI

  • Introduction
  • Get data from files
  • Get data from relational data sources
  • Create dynamic reports with parameters
  • Get data from a NoSQL database
  • Get data from online services
  • Select a storage mode
  • Get data from Azure Analysis Services
  • Fix performance issues
  • Resolve data import errors
  • Exercise – Prepare data in Power BI Desktop
  • Check your knowledge
  • Summary

Clean, transform, and load data in Power BI

  • Introduction
  • Shape the initial data
  • Simplify the data structure
  • Evaluate and change column data types
  • Combine multiple tables into a single table
  • Profile data in Power BI
  • Use Advanced Editor to modify M code
  • Exercise – Load data in Power BI Desktop
  • Check your knowledge
  • Summary

Design a semantic model in Power BI

  • Introduction
  • Work with tables
  • Create a date table
  • Work with dimensions
  • Define data granularity
  • Work with relationships and cardinality
  • Resolve modeling challenges
  • Exercise – Model data in Power BI Desktop
  • Check your knowledge
  • Summary

Add measures to Power BI Desktop models

  • Introduction
  • Create simple measures
  • Create compound measures
  • Create quick measures
  • Compare calculated columns with measures
  • Check your knowledge
  • Exercise – Create DAX Calculations in Power BI Desktop
  • Summary

Add calculated tables and columns to Power BI Desktop models

  • Introduction
  • Create calculated columns
  • Learn about row context
  • Choose a technique to add a column
  • Check your knowledge
  • Summary

Design Power BI reports

  • Introduction
  • Design the analytical report layout
  • Design visually appealing reports
  • Report objects
  • Select report visuals
  • Select report visuals to suit the report layout
  • Format and configure visualizations
  • Work with key performance indicators
  • Exercise – Design a report in Power BI desktop
  • Check your knowledge
  • Summary

Configure Power BI report filters

  • Introduction to designing reports for filtering
  • Apply filters to the report structure
  • Apply filters with slicers
  • Design reports with advanced filtering techniques
  • Consumption-time filtering
  • Select report filter techniques
  • Case study – Configure report filters based on feedback
  • Check your knowledge
  • Summary

Create and manage workspaces in Power BI

  • Introduction
  • Distribute a report or dashboard
  • Monitor usage and performance
  • Recommend a development life cycle strategy
  • Troubleshoot data by viewing its lineage
  • Configure data protection
  • Check your knowledge
  • Summary

Manage semantic models in Power BI

  • Introduction
  • Use a Power BI gateway to connect to on-premises data sources
  • Configure a semantic model scheduled refresh
  • Configure incremental refresh settings
  • Manage and promote semantic models
  • Troubleshoot service connectivity
  • Boost performance with query caching (Premium)
  • Check your knowledge
  • Summary
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What Will You Learn?

  • By the end of this module, you'll be able to:
  • Identify and connect to a data source
  • Get data from a relational database, like Microsoft SQL Server
  • Get data from a file, like Microsoft Excel
  • Get data from applications
  • Get data from Azure Analysis Services
  • Select a storage mode
  • Fix performance issues
  • Resolve data import errors
  • Resolve inconsistencies, unexpected or null values, and data quality issues.
  • Apply user-friendly value replacements.
  • Profile data so you can learn more about a specific column before using it.
  • Evaluate and transform column data types.
  • Apply data shape transformations to table structures.
  • Combine queries.
  • Apply user-friendly naming conventions to columns and queries.
  • Edit M code in the Advanced Editor.
  • Create common date tables
  • Configure many-to-many relationships
  • Resolve circular relationships
  • Design star schemas
  • Determine when to use implicit and explicit measures.
  • Create simple measures.
  • Create compound measures.
  • Create quick measures.
  • Describe similarities of, and differences between, a calculated column and a measure.
  • Create calculated tables.
  • Create calculated columns.
  • Identify row context.
  • Determine when to use a calculated column in place of a Power Query custom column.
  • Add a date table to your model by using DAX calculations.
  • Learn about the structure of a Power BI report.
  • Learn about report objects.
  • Select the appropriate visual type to use.
  • Design reports for filtering.
  • Design reports with slicers.
  • Design reports by using advanced filtering techniques.
  • Apply consumption-time filtering.
  • Select appropriate report filtering techniques.
  • Create and manage Power BI workspaces and items.
  • Distribute a report or dashboard.
  • Monitor usage and performance.
  • Recommend a development lifecycle strategy.
  • Troubleshoot data by viewing its lineage.
  • Configure data protection.
  • Use a Power BI gateway to connect to on-premises data sources.
  • Configure a scheduled refresh for a semantic model.
  • Configure incremental refresh settings.
  • Manage and promote semantic models.
  • Troubleshoot service connectivity.
  • Boost performance with query caching (Premium).

Course Content

Develop dynamic reports with Microsoft Power BI
Transform and load data, define semantic model relationships and calculations, create interactive visuals, and distribute reports using Power BI.