Overview

This course will discuss the various methods and best practices that are in line with business and technical requirements for modeling, visualizing, and analyzing data with Power BI. The course will also show how to access and process data from a range of data sources including both relational and non-relational data. This course will also explore how to implement proper security standards and policies across the Power BI spectrum including datasets and groups. The course will also discuss how to manage and deploy reports and dashboards for sharing and content distribution. Finally, this course will show how to build paginated reports within the Power BI service and publish them to a workspace for inclusion within Power BI.

Audience profile

The audience for this course are data professionals and business intelligence professionals who want to learn how to accurately perform data analysis using Power BI. This course is also targeted toward those individuals who develop reports that visualize data from the data platform technologies that exist on both in the cloud and on-premises.

Accessing your courseware and registering attendance with Microsoft

To access your Official Curriculum (MOC) course materials you will need a Microsoft.com/Learn account. In Learn you will also be able to register your completion of the event and receive your achievement badge. You will be issued with a unique code during your event.

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Prerequisites

Successful Data Analysts start this role with experience of working with data in the cloud.

Specifically:

  • Understanding core data concepts.
  • Knowledge of working with relational data in the cloud.
  • Knowledge of working with non-relational data in the cloud.
  • Knowledge of data analysis and visualization concepts.

You can gain the prerequisites and a better understanding of working with data in Azure by completing Microsoft Azure Data Fundamentals before taking this course.

Please note: If you do not have significant experience with the concepts identified above we strongly suggest you consider attending either Power BI Desktop for Business Users or Power BI Desktop for Technical Users instead.

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Delegates will learn how to

  • Ingest, clean, and transform data
  • Model data for performance and scalability
  • Design and create reports for data analysis
  • Apply and perform advanced report analytics
  • Manage and share report assets
  • Create paginated reports in Power BI
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Outline

Module 1: Get Started with Microsoft Data Analytics

This module explores the different roles in the data space, outlines the important roles and responsibilities of a Data Analysts, and then explores the landscape of the Power BI portfolio.

Lessons

Data Analytics and Microsoft

Getting Started with Power BI

Lab : Getting Started in Power BI Desktop

Getting Started

After completing this module, students will be able to:

Explore the different roles in data

Identify the tasks that are performed by a data analyst

Describe the Power BI landscape of products and services

Use the Power BI service

Module 2: Prepare Data in Power BI

This module explores identifying and retrieving data from various data sources. You will also learn the options for connectivity and data storage and understand the difference and performance implications of connecting directly to data vs. importing it.

Lessons

Get data from various data sources

Lab : Preparing Data in Power BI Desktop

Prepare Data

After completing this module, students will be able to:

Identify and retrieve data from different data sources

Understand the connection methods and their performance implications

Use Microsoft Dataverse

Connect to a data flow

Module 3: Clean, Transform, and Load Data in Power BI

This module teaches you the process of profiling and understanding the condition of the data. They will learn how to identify anomalies, look at the size and shape of their data, and perform the proper data cleaning and transforming steps to prepare the data for loading into the model.

Lessons

Data shaping

Enhance the data structure

Data Profiling

Lab : Transforming and Loading Data in Power BI Desktop

Loading Data

After completing this module, students will be able to:

Apply data shape transformations

Enhance the structure of the data

Profile and examine the data

Module 4: Design a Data Model in Power BI

This module teaches the fundamental concepts of designing and developing a data model for proper performance and scalability. This module will also help you understand and tackle many of the common data modeling issues, including relationships, security, and performance.

Lessons

Introduction to data modeling

Working with tables

Dimensions and Hierarchies

Lab : Data Modeling in Power BI Desktop

Create Model Relationships

Configure Tables

Review the model interface

Create Quick Measures

Lab : Advanced Data Modeling in Power BI Desktop

Configure many-to-many relationships

Enforce row-level security

After completing this module, students will be able to:

Understand the basics of data modeling

Define relationships and their cardinality

Implement Dimensions and Hierarchies

Create histograms and rankings

Module 5: Create Model Calculations using DAX in Power BI

This module introduces you to the world of DAX and its true power for enhancing a model. You will learn about aggregations and the concepts of Measures, calculated columns and tables, and Time Intelligence functions to solve calculation and data analysis problems.

Lessons

Introduction to DAX

DAX context

Advanced DAX

Lab : Advanced DAX in Power BI Desktop

Use the CALCULATE() function to manipulate filter context

Use Time Intelligence functions

Lab : Introduction to DAX in Power BI Desktop

Create calculated tables

Create calculated columns

Create measures

After completing this module, students will be able to:

Understand DAX

Use DAX for simple formulas and expressions

Create calculated tables and measures

Build simple measures

Work with Time Intelligence and Key Performance Indicators

Module 6: Optimize Model Performance in Power BI

In this module you are introduced to steps, processes, concepts, and data modeling best practices necessary to optimize a data model for enterprise-level performance.

Lessons

Optimze the model for performance

Optimize DirectQuery Models

Create and manage Aggregations

After completing this module, students will be able to:

Understand the importance of variables

Enhance the data model

Optimize the storage model

Implement aggregations

Module 7: Create Reports in Power BI

This module introduces you to the fundamental concepts and principles of designing and building a report, including selecting the correct visuals, designing a page layout, and applying basic but critical functionality. The important topic of designing for accessibility is also covered.

Lessons

Design a report

Enhance the report

Lab : Designing a report in Power BI Desktop

Create a live connection in Power BI Desktop

Design a report

Configure visual fields and format properties

Lab : Enhancing reports with interaction and formatting in Power BI Desktop

Create and configure Sync Slicers

Create a drillthrough page

Apply conditional formatting

Create and use Bookmarks

After completing this module, students will be able to:

Design a report page layout

Select and add effective visualizations

Add basic report functionality

Add report navigation and interactions

Improve report performance

Design for accessibility

Module 8: Create Dashboards in Power BI

In this module you will learn how to tell a compelling story through the use of dashboards and the different navigation tools available to provide navigation. You will be introduced to features and functionality and how to enhance dashboards for usability and insights.

Lessons

Create a Dashboard

Real-time Dashboards

Enhance a Dashboard

Lab : Creating a Dashboard in Power BI Service

Create a Dashboard

Pin visuals to a Dashboard

Configure a Dashboard tile alert

Use Q&A to create a dashboard tile

After completing this module, students will be able to:

Create a Dashboard

Understand real-time Dashboards

Enhance Dashboard usability

Module 9: Enhance reports for usability and storytelling in Power BI

This module will teach you about paginated reports, including what they are how they fit into Power BI. You will then learn how to build and publish a report.

Lessons

Paginated report overview

Create Paginated reports

Lab : Creating a Paginated report in Power BI Desktop

Use Power BI Report Builder

Design a multi-page report layout

Define a data source

Define a dataset

Create a report parameter

Export a report to PDF

After completing this module, students will be able to:

Explain paginated reports

Create a paginated report

Create and configure a data source and dataset

Work with charts and tables

Publish a report

Module 10: Perform Advanced Analytics in Power BI

This module helps you apply additional features to enhance the report for analytical insights in the data, equipping you with the steps to use the report for actual data analysis. You will also perform advanced analytics using AI visuals on the report for even deeper and meaningful data insights.

Lessons

Advanced Analytics

Data Insights through AI visuals

Lab : Data Analysis in Power BI Desktop

Create animated scatter charts

Use the visual to forecast values

Work with Decomposition Tree visual

Work with the Key Influencers visual

After completing this module, students will be able to:

Explore statistical summary

Use the Analyze feature

Identify outliers in data

Conduct time-series analysis

Use the AI visuals

Use the Advanced Analytics custom visual

Module 11: Manage Datasets in Power BI

In this module you will learn the concepts of managing Power BI assets, including datasets and workspaces. You will also publish datasets to the Power BI service, then refresh and secure them.

Lessons

Parameters

Datasets

Security in Power BI

After completing this module, students will be able to:

Create and work with parameters

Manage datasets

Configure dataset refresh

Troubleshoot gateway connectivity

Understand the aspects of Power BI security

Configure row-level security roles and group memberships

Module 12: Create and Manage Workspaces in Power BI

This module will introduce you to Workspaces, including how to create and manage them. You will also learn how to share content, including reports and dashboards, and then learn how to distribute an App.

Lessons

Creating Workspaces

Sharing and Managing Assets

Lab : Publishing and Sharing Power BI Content

Map security principals to dataset roles

Share a dashboard

Publish an App

After completing this module, students will be able to:

Create and manage a workspace

Understand workspace collaboration

Monitor workspace usage and performance

Distribute an App

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Why choose QA

Special Notices

Please note: Due to the dynamic nature of updates to Microsoft 365 technology, including the Power Platform, functionality and elements of the syllabus of this course can be subject to change without notice.

Microsoft Official Courses offer fast paced, higher level overviews of features with hands-on labs that may be completed during and post course. Note – there may not be time to complete labs during the course due to the delays in some Microsoft 365 services and the breadth of material to cover.

Microsoft Official Power Platform Courses are appropriate for delegates primarily interested in certification.

If you are interested in an in-depth exploration of any specific Microsoft 365 Power Platform technology, QA recommends that you attend a Mastering QA authored course from our Microsoft 365 Power Platform curriculum which offer end to end detailed guidance and hands on labs and continual reviews and updates to keep pace with Microsoft updates

You can view all the available courses here www.qa.com/M365.

Dates & Locations

Microsoft 365 learning pathways

Required Star = Required
Certification = Certification
Technical Decision Maker
Office 365 General Administration
Exchange Online/Hybrid
SharePoint Online/Hybrid
Device Management, Identity and Services
Security and Compliance
Modern Desktop
Power Platform
Microsoft Teams
Microsoft Teams Development
Microsoft Teams Development

Frequently asked questions

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How can I create an account on myQA.com?

There are a number of ways to create an account. If you are a self-funder, simply select the "Create account" option on the login page.

If you have been booked onto a course by your company, you will receive a confirmation email. From this email, select "Sign into myQA" and you will be taken to the "Create account" page. Complete all of the details and select "Create account".

If you have the booking number you can also go here and select the "I have a booking number" option. Enter the booking reference and your surname. If the details match, you will be taken to the "Create account" page from where you can enter your details and confirm your account.

Find more answers to frequently asked questions in our FAQs: Bookings & Cancellations page.

How do QA’s virtual classroom courses work?

Our virtual classroom courses allow you to access award-winning classroom training, without leaving your home or office. Our learning professionals are specially trained on how to interact with remote attendees and our remote labs ensure all participants can take part in hands-on exercises wherever they are.

We use the WebEx video conferencing platform by Cisco. Before you book, check that you meet the WebEx system requirements and run a test meeting (more details in the link below) to ensure the software is compatible with your firewall settings. If it doesn’t work, try adjusting your settings or contact your IT department about permitting the website.

Learn more about our Virtual Classrooms.

How do QA’s online courses work?

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.

Learn more about QA’s online courses.

When will I receive my joining instructions?

Joining instructions for QA courses are sent two weeks prior to the course start date, or immediately if the booking is confirmed within this timeframe. For course bookings made via QA but delivered by a third-party supplier, joining instructions are sent to attendees prior to the training course, but timescales vary depending on each supplier’s terms. Read more FAQs.

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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