Course Information

Course Overview
Upon completing this course, you will have gained the skills to produce different types of Business Intelligence (BI) reports and visualizations using Microsoft Power BI software. Our personalized training course will firstly help you to have a better understanding of BI and its main processes, and how these processes can be achieved using Microsoft Power BI Software. At the same time, you will receive extensive hands-on practice on Extraction, Transformation and Loading (ETL) processes. During this part vital concepts will be explained about data cleaning & manipulation, data modeling, data integration and merging, star-schemas, and converting existing data sources into dimension & fact tables to be a base for powerful reporting and visualization. Moreover, you will be exposed to the different loading options to optimize performance. In addition, our course will give you the experience on how different dataset can be integrated based on understanding the concepts of cardinality and database relationship concepts. Following that, the course will take you through the detailed stage of how to create different kinds of reports and visualizations. It is at this stage that you will master how to utilize many powerful features such as multi-level filters and interactivity features. Also, to consolidate your reporting capabilities you will learn about functions, calculated columns, while measures will be illustrated. This will be followed by illustrating the different methodologies of publishing and by sharing the produced reports and visualizations safely using the tools of the Power BI software. Not only the Power BI (desktop) version will be used, but you will also be exposed to the Power BI (mobile) versions as well. The course is prepared with many real-life and industry examples used in the explanation. At the same time, the course will be hands-on practical based to help strengthen the understanding of the concepts. Rest assured that this course will share with you many secrets in BI and reporting that are the result of many years of work and research.
Outline

Introduction:

  • What is Business Intelligence?
  • Installing Power BI Desktop
  • What is Microsoft Power BI?
  •          Exploring Power BI Desktop
    - Power Query and (ETL)
    - Data sets
    - Modeling
    - Visualizations and Reports
             Exploring Power BI service
    - Workspace
    - Dashboards
    - Content packs
        - Reports
        - Datasets
        - Dashboards
    - Natural Language Queries
             Exploring Power BI Mobile
    - Workspace
    - Dashboards
    - Reports and visualizations
    - Datasets
    - Dashboards
  • Describing the process of business intelligence and data analysis in Power BI.

  • Connecting to data sources:

  • Connecting to multiple data sources such as:
  •          Flat Files:
      - Microsoft Excel
      - CSV files
             Databases:
      - Microsoft SQL Server
      - Oracle
      - Microsoft Access
             Azure
             Online services
             Web pages

    Extensive Practice for Extraction, Transformation and Loading (ETL):

  • Extensive practice for Extraction, Transformation and Loading
  • Import vs. Direct Query
  • Updating data in Power BI
  • Utilizing transformation tools capabilities:
  •          Using rows as headers
             Deleting columns
             Deleting rows
             Pivoting and unpivoting columns
             Tips and tricks for filtering data
             Changing data type
             Utilizing the applied steps tool capability to go back to any step or process during the ETL
             Defining data categories
             Data cleaning:
      - Dealing with null values
      - Dealing with data that has errors
      - Removing duplicates
             Explaining star schemas and data modeling concepts
      - Fact tables and dimension tables
             Combining data vs. Merging data
             Options for combining data with append queries
             Options for merging data using join concepts with merge queries
      - Right outer join
      - Left outer join
      - Inner join
      - Left anti join
      - Right anti join
             Renaming headers and datasets
             Replacing values
             Changing data types options
             Splitting columns options
             Create query groups
             Creating reference queries
             Creating duplicate queries
             Creating different data models from different data sources
             Creating data sets
             Adding indexing columns
             Adding conditional columns
             Adding duplicate columns
             Adding calculated columns
             Applying mathematical operations
             Loading options
             Optimizing performance with loading settings
             Data integration

    Data formatting and shaping:

  • Describe the difference between M & DAX language
  • Calculation functions
  • Logical functions
  • Calculated columns
  • Creating measures

  • Data Integration:

  • Explaining cardinality concepts
  •           One – one relationships
              One – many relationships
              Many – many relationships

    Data Visualizations:

  • Exploring visualizations and reporting interface
  • Exploring different formatting options for the page layout:
  •           Phone layout
              Page view layout
              Grid lines
              Snap option
              Send back & bring forward
              Align
              Distribute
  • Adding text boxes, images or shapes to the layout
  • Utilizing different visualizations:
  •           Stacked bar chart
              Stacked column chart
              Clustered bar chart
              Clustered column chart
              Line chart
              Area chart
              Line & stacked chart
              Water full chart
              Pie chart
              Donut chart
              Tree map
              Map visualization
              Gauge visualization
              Card
              Multi row card
              KPI
              Slicers
              Table
              Metrix
  • Multi-level filtering:
  •           Visual level filtering
              Page level filtering
              report level filtering
  • Advanced filtering options
  • Visualizations interactivity between each other
  • Creating hierarchies
  • Utilizing the drill-down capabilities
  • Extensive formatting for the visualizations

  • Explore Power BI service (The Power BI online platform):

  • Publishing the work done and content packs:
  •           Publishing from Power BI service
              Publishing from Power BI desktop
  • Setting periodic automatic update process from Power BI desktop to Power BI service
  • Installing gateway
  • Creating workspaces
  • Creating dashboards
  • Creating content packs
  • Using Natural Language Tool
  • Utilizing the quick insights tool
  • Exploring the collaborative tools for viewing and sharing content
  • Exploring Power BI mobile
  • Installing Power BI mobile
  • Exploring contents packs:
  •           Reports and visualizations
              Datasets
              Dashboards

    Summary and Conclusions

    Who should take this course?
    This course is important for:
  • Professionals who need to deal with data and data stores.
  • Professionals who is concerned with creating different kinds of reports & visualizations.
  • Managers.
  • Business Reporting Officers.
  • Decision Makers.
  • The course delivery method
    The course is available with the following modes:

  • Online live instructor-led mode:
  • The course will be delivered using ZOOM application. Participants are required to install ZOOM application to their computers.

  • Face to face instructor-led mode:
  • The course will be held in a training venue at reputable hotel or business center. The participants will be informed about the venue details after registration. Participants are required to bring their own computing devices.
    Duration
    One day, from 9 am - 5 pm , including refereshments and lunch break.
    Software requirements
    Participants are required to have the following software to be installed prior to the course session:

    - ZOOM
    - Microsoft Excel 2016 or higher
    Course prerequisites
    To have good understanding for the course, it is important to have at least basic computer skills and basic understading for relational database concepts.


    For more information call us


    +1 (613) 263-7822

    info@techknowledge.ca