Overview

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

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Prerequisites

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

Important:

Multi-factor authentication (MFA) requirements: For security purposes Microsoft might require MFA for access to the Microsoft 365/Dynamics 365 tenants used for this course. As such, you may need to have a mobile device available upon which you will set up the free of charge Microsoft Mobile phone authenticator App which can be downloaded here with details on how to sign in here

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Outline

Module 1: Get data in Power BI

You'll learn how to retrieve data from a variety of data sources, including Microsoft Excel, relational databases, and NoSQL data stores. You'll also learn how to improve performance while retrieving data.

  • 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

Module 2: Clean, transform, and load data in Power BI

Power Query has an incredible number of features that are dedicated to helping you clean and prepare your data for analysis. You'll learn how to simplify a complicated model, change data types, rename objects, and pivot data. You'll also learn how to profile columns so that you know which columns have the valuable data that you’re seeking for deeper analytics.

  • 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

Module 3: Design a semantic model in Power BI

The process of creating a complicated semantic model in Power BI is straightforward. If your data is coming in from more than one transactional system, before you know it, you can have dozens of tables that you have to work with. Building a great semantic model is about simplifying the disarray. A star schema is one way to simplify a semantic model, and you learn about the terminology and implementation of them in this module. You will also learn about why choosing the correct data granularity is important for performance and usability of your Power BI reports. Finally, you learn about improving performance with your Power BI semantic models.

  • 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

Module 4: Add measures to Power BI Desktop models

In this module, you'll learn how to work with implicit and explicit measures. You'll start by creating simple measures, which summarize a single column or table. Then, you'll create more complex measures based on other measures in the model. Additionally, you'll learn about the similarities of, and differences between, a calculated column and a measure.

  • 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

Module 5: Add calculated tables and columns to Power BI Desktop models

By the end of this module, you'll be able to add calculated tables and calculated columns to your semantic model. You'll also be able to describe row context, which is used to evaluated calculated column formulas. Because it's possible to add columns to a table using Power Query, you'll also learn when it's best to create calculated columns instead of Power Query custom columns.

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

Module 6: Design Power BI reports

Because Power BI includes more than 30 core visuals, it can be challenging for a beginner to select the correct visual. This module will guide you through selecting the most appropriate visual type to meet your design and report layout requirements.

  • 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

Module 7: Configure Power BI report filters

Report filtering is a complex topic because many techniques are available for filtering a Microsoft Power BI report. However, with complexity comes control, allowing you to design reports that meet requirements and expectations. Some filtering techniques apply at design time, while others are relevant at report consumption time (in reading view). What matters is that your report design allows report consumers to intuitively narrow down to the data points that interest them.

  • 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

Module 8: Create and manage workspaces in Power BI

Learn how to navigate the Power BI service, create and manage workspaces and related items, and distribute reports to users.

  • 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

Module 9: Manage semantic models in Power BI

With Microsoft Power BI, you can use a single semantic model to build many reports. Reduce your administrative overhead even more with scheduled semantic model refreshes and resolving connectivity errors.

  • 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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Why choose QA

Special Notices

Important:

Multi-factor authentication (MFA) requirements: For security purposes Microsoft might require MFA for access to the Microsoft 365/Dynamics 365 tenants used for this course. As such, you may need to have a mobile device available upon which you will set up the free of charge Microsoft Mobile phone authenticator App which can be downloaded here with details on how to sign in here

Need to know

Frequently asked questions

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QA online courses, also commonly known as distance learning courses or elearning courses, take the form of interactive software designed for individual learning, but you will also have access to full support from our subject-matter experts for the duration of your course. When you book a QA online learning course you will receive immediate access to it through our e-learning platform and you can start to learn straight away, from any compatible device. Access to the online learning platform is valid for one year from the booking date.

All courses are built around case studies and presented in an engaging format, which includes storytelling elements, video, audio and humour. Every case study is supported by sample documents and a collection of Knowledge Nuggets that provide more in-depth detail on the wider processes.

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When will I receive my certificate?

Certificates of Achievement are issued at the end the course, either as a hard copy or via email. Read more here.

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