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About the Course
This course will cover basic to intermediate skills so that the attendees will have an awareness plus some hands-on experience in handling Power BI Desktop. However, due to time constraints, the labs may be done after the sessions. Also, for the Power BI Service to be done in labs and demos, client need to have an active Power BI subscription.
Audience Profile
Familiar with Microsoft Excel and database concept are sufficient to participate in the course.
Prerequisites
No hard pre-requisites.
At Course Completion
Describe Microsoft Power BI.
Download and use Microsoft Power BI Desktop.
Connect to Data Sources and importing Data.
Transform and Shape Data using Power Query Editor.
Create and Manage Reports and Dashboards.
Share and Collaborate with Others.
Use AI and Visuals to get insights from Data.
Use QA to ask questions in natural language.
Use slicers to get insights for Data Visibility.
Access Power BI reports and Dashboards using android and iOS.
Course Outline
Module 1: Introduction to Power BI
This module describes what Power BI is, its role and value in Microsoft Business Intelligence Solutions.
Lessons
Overview of Microsoft Power BI.
Power BI Service vs Power BI Desktop.
Explore the User Interface.
Downloading Power BI Desktop.
Lab
Download and open Microsoft Power BI Desktop.
Open Power BI Service.
Module 2: Connect to Data Sources and importing Data
This discusses the different data sources that Power BI can connect to, not limited to the following. SQL Server, CSV file, OLEDB databases and the like.
Module 3: Basic Report Objects
The participants will be able to use the data they imported and put them in basic visual objects such as tables, charts etc in Power BI. They can also compare reports done in Excel to reports done here in Power BI.
Lessons
Create Basic reports such as tables and charts.
Observe the dynamic interactions between visual objects in Power BI.
Lab
Create Tables with summary.
Create two charts.
Observe the dynamic interactions between charts.
Module 4: Transform and Shape Data using Power Query Editor
This module introduces the transformation part of any data processing activity. This is part of Business Intelligence ETL – the transform portion.
Lessons
What is ETL?
Why transform data
Lab
Extract Data from a file and convert it to another format for reporting.
Module 5: Creating and Managing relationships in the data model
This module discusses models like parent-child model and its impact to reports.
Lessons
Different types of table relationships.
Managing relationships in Data Model.
Observe impact to Visual elements.
Lab
Load two tables.
Map the tables.
Create report on the tables.
Module 6: Uploading and publishing reports from Power BI Desktop
This module discusses publishing of reports and dashboards from Power BI desktop to Power BI Service.
Lessons
Publish Data to Power BI Service.
Lab
Publish Reports Created in previous modules to Power BI Service.
Module 7: Creating and editing reports in Power BI Service
Use the Power BI Service environment and become familiar with limitations compared to Power BI Desktop.
Lessons
Edit reports published into it by Power BI desktop.
Create new reports and dashboards using Power BI Service.
Lab
Publish reports from previous modules and add features in Power BI Service.
Module 8: Sharing and collaborating with others
This module will focus on granting permissions and sharing of reports and dashboards to members of the organization.
Lessons
Share to another student their reports and dashboards.
Inspect permissions on shared reports.
Lab
Share a report with a colleague.
Check permissions.
Module 9: Using AI visuals to get insights from data
This module will let participants use AI visuals in order to become more well versed to reports they can do in Power BI Service.
Lessons
Using AI visuals.
Lab
Use AI Visuals based on the datasets you loaded.
Module 10: Using Q&A to ask questions in natural language
Use Q and A and natural language in creating your visuals.
Lessons
Q and A features.
Lab
Q and A features on data and observe the visuals the software uses in presenting data.
Module 11: Using slicers and filters to control data visibility
Enhance the reports by using slicers and filters. This will make reports and dashboards dynamic and not just static reports for end users.
Lessons
Use filters.
Use slicers.
Lab
Use filters in reports created.
Use slicers for dynamic dashboards.