Course

Power BI - Fundamentals («PBID»)

This course introduces you to Power BI Desktop, the basic (and free) tool of the Microsoft Power BI platform. Learn how to import data from various sources and create your first dynamic and interactive data visualizations.
Duration 3 days
Price 2'400.–
Course documents Digital Digicomp original courseware

Course facts

  • Understanding what Microsoft Power BI Desktop is capable of
  • Using Power BI Desktop to gather and transform data
  • Exploring data with simple visualizations and reports
  • Import your data from diverse sources, cleanse and transform data
  • Improve your data for analysis and reports and dashboards creation 
  • Integrate data from various sources and use simple calculations
  • Understand how to keep your data up to date
  • Introduction
  • Overview of Power BI in the Microsoft product ecosystem
    • Power BI vs PowerPivot, Power View, Power Map and Power Query
    • Recommended technical setup
    • The differences between licenses (free, pro, premium, premium per user, embedded)
    • The differences between Power Bi Desktop, Power BI Services, Power BI Mobile, Power BI Report Builder, Power BI RS (Report Server) and Power BI Embedded
    • Basic add-ins (Excel Analyzer, gateway, Report Builder)
    • Recommended additional add-ins (DAX Studio, DAX Formatter, Power BI Helper, Theme Generator ...)
    • On the language ecosystem of Power BI (SQL, MDX, M, DAX, R, Python, JavaScript ...)
  • Overview of Power BI Desktop
    • Discover and customize the user interface (and change the language)
    • Useful and important parameters for beginners
    • The “Help” tab
    • The different type of Power BI files (pbix, pbit, pbids, json)
  • Importing data
    • Good practices 
    • Create and manage reports
    • Create data sets from relational databases (Web, Odata, Azure, SSAS, SQL Server ...)
    • Importing Power View charts
    • Import vs Direct Query vs Live Connection
    • Create data sets with data models or data files (*.txt, *.accdb, *.xlsbs, *.csv, *.xml, *.json ...)
    • Create a table
    • Rename requests, files or steps
  • Data cleansing and normalization
    • Combine (bind) queries
    • Define the metadata
    • Filtering rows
    • Sorting rows
    • Delete columns
    • Merge queries
    • Add a column
    • Concatenate columns
    • Create relationships
    • Create the equivalent of VLOOKUP/XLOOKUP between two tables
    • Using IF functions
    • PowerQuery parameters behavior with Power BI file models
  • Logical data model
    • Create hierarchies or measures files/subfiles
    • Using dynamic parameters
    • Create a calendar table (with DAX) and correctly defining it in date tables
    • Manage simple and complex relationships between tables
  • Data visualization
    • Create visualizations
    • Create new dimple DAX measures
    • Tips for creating commentaries with text boxes and the selection pane
    • Create numeric parameters
    • Create page tooltips and drillthrough pages
    • Mobile/PC interface
    • Filter visual reports
    • Filter through slicers/drop-down lists
    • Controlling interactions between elements and filters
    • Controlling interactions between visuals
  • Updating and sharing databases
    • Updating data
    • Automatic planning of the updates (Direct Query only)
    • Export models and visuals for Excel
    • Performance Monitor
    • Sharing a report
  • Conclusion
This course is based on practical exercises. This course is aimed at engineers, business analysts, data analysts and financial analysts. This course is also intended for all Microsoft Excel users who wish to go beyond the capabilities of Excel and automate their tasks even more efficiently than with macros. In order to benefit from this course, we recommend that participants have a good general understanding of Business Intelligence and database modeling.
We also recommend participants to take the following training courses beforehand or to make sure they have equivalent knowledge.
This course can be of use in the context of a preparation for the PL300 “Microsoft Certified: Power BI Data Analyst Associate” certification exam.
 

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