Importing and Shaping Data with Power BI Training – Live Online or Classroom

Exceptional Power BI Training

Importing and Shaping Data with Power BI

Course Facts

2 day course
Our Trainers are Authorised Professionals
Live Online or Classroom-based
Certificate of completion
Maximum class size of 6 for scheduled courses
Unlimited support after your course
Courses at all levels: Introduction, Intermediate, Advanced and Masterclasses

Course Outline

Introduction To Power BI
Discovering & Loading Data with Power BI Desktop
Transforming Datasets
Data Cleansing
Data Mashup

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Overview

This 2 day course focuses on the Data Cleansing and Preparation stage of Power BI development, and delves into the depths of the Query Editor and introduces you to the more advanced tools available to assist with preparing your data so that is fit to report on. It will also take you to the next level of data mashup and transformation with an introduction to M Script and R Script for more complex, out of the ordinary, transformation needs. It is a hands-on course with plenty of realistic labs and data challenges to prepare you for solving your own source data quality issues. The course is also the best preparation for our Advanced Tabular Modelling With Power BI course.

Course Outline

Introduction To Power BI

Microsoft Self-Service Business Intelligence
Importing data
Modelling Data
Creating Dashboards & Reports
Installing Power BI Desktop
Creating your First Power BI Project

Discovering & Loading Data with Power BI Desktop

Data Sources: Files, Databases, Azure, Web Pages, Other Sources
Refreshing Data & Queries

Transforming Datasets

Power BI Desktop Queries
Transforming Source Data: Cleansing, De-duplicating, Merging, Deriving new Columns, Removing Rows and Columns, Transposing Columns, Unpivoting Columns, Filtering Rows

Data Cleansing

Query editor context Menus
Data Typing Columns
Replacing Values
Filling Down
Using First Rows as Headers
Grouping Records

Data Mashup

Power BI Desktop View Ribbon
Duplicating Columns
Splitting Columns
Merging Columns
Creating Custom Columns
Adding Index Columns
Merging and Adding Data
Aggregating Data on Merging
Appending Data
Un-pivoting & Pivoting Data
Transposing Rows and Columns
Removing Error and Blank Rows
Duplicating Queries
Managing The Transformation Process with Applie Steps
Applying Changes to Queries

Creating a Data Model

Data Modelling in the Power BI Desktop Environment
The Power BI Desktop Data View
How We Decide Whether to make our changes in the Data Model or Query
The Modelling Ribbon
Manipulating Tables
Manipulating Columns
Data Types
Formatting
Categorising
Default Summarisation Function: Sum, Count, Max, Min, Average, etc
Column Sort Orders
Relationships
Data View and Relationship View

Extending the Data Model with Calculated Columns

Types of Calculations
New Columns
Naming Columns
String Expressions
Arithmetic Expressions
Calculating Across Tables
Refreshing Data
Using DAX Functions
Simple Logic: IF () Function

Adding Measures to the Data Model

Basic Aggregations in Measures: Sum, Count, Max, Min, Average, etc
Cross-Table Measures
Advanced Aggregations: CALCULATE
Filtering Data in Measures: Column Filters, ALL, ALLEXCEPT, ALLSELECTED, FILTER
Ranking

Analysiing Data Over Time

Simple Date Calculations
Date & Time Formatting
Calculating Age and Difference
Adding Time Intelligence to a Data Model
Date Tables
Time Intelligence DAX Functions: TOTALMTD, TOTALQTD, TOTALYTD, PREVIOUSQUARTER, PREVIOUSMONTH, PREVIOUSYEAR, PARALLELPERIOD, DATEADD, DATEDIFF, DATESBETWEEN
Data as a Ration Over Time
Comparisons With Previous Periods
Rolling Aggregations

Text-Based Visualisations

Power BI Desktop Dashboards
Switching to Report View
Creating Tables
Enhancing Tables: Totals, Formatting, Titles, Fonts, Colours, etc
Creating a Matrix
Row Matrix
Column Matrix
Creating Cards
Switching Between Table Types

Charts in Power BI Desktop

Creating Charts
Basic Chart Modification
Basic Chart Types: Line, Pie, Column, Bar
Enhancing Charts
Other Chart Types: Donut, Funnel, Stacked Column and Bar, Scatter, Bubble, Waterfall, Dual-Axis, Clustered
Drill Down