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Power BI - Beyond the Basics training course

Maximise Power BI's features to create outstanding Visuals and complex Calculations in DAX

4.8 out of 5 average

(see feedback)
CUSTOM COURSES
  • Train a team
  • Customised content
  • Free tasters
PUBLIC COURSES
  • Next on 3 Nov
  • £1,750.00+vat
  • Live / Virtual

JBI training course London UK

  • Maximise Power BI's features to create complex calculations in DAX
  • Understand possible pitfalls in the use of DAX
  • Develop a deep understanding of the logic of time intelligence calculations and rolling totals
  • Use variables to optimise your DAX calculations
  • Learn feature of digital story telling using PowerBI
  • Use DAX calculation groups - enhance measures flexibility & re-usability
  • Use visualisation tools for smooth page navigation stunning visuals
  • Explore different uses of bookmarks feature: presentation, navigation
  • Create / reuse summary and detail reports using drillthrough & cross-rep
  • Implement templates and layouts to build enterprise bespoke reports
  • Optimise space and add depth to reports using page tooltips
  • Synchronize your filters across pages 
  • Learn advanced data modelling to solve data design issues
  • Use Power Query and data flow to create re-usable datasets
  • Use M language to complete the query editing possibilities
  • Utilise conditional columns, columns from examples, custom columns
  • Use Power BI Administration to control self-service, processes & policies
  • Set up gateway and automated data refresh
  • Modify Power BI service settings to customise permissions
  • Secure your reports using apps, workspace access, Dynamic Role level

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This advanced training course for Microsoft Power BI is aimed at Power BI users who want to get even more out of this popular tool.

We will show you how to use Power BI's functionality to produce stunning visuals, and how to use DAX to create complex calculations that will allow you flexibility beyond that offered by the standard toolset.

More advanced data modelling and visualisation techniques will be explored as well as how you can use Power Query and M Language to get even more out of your Power BI environment.

A number of optional topics exist which can be requested for private courses, depending on your organisation's business requirements.


FULL COURSE DETAILS
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JBI training course London UK
JBI training course London UK

Business Analysts, Financial Analysts, Quants, Data Scientists and Staff who already use Power BI or who have attended our introduction course and who need to explore its features in more depth. Developers and Super Users/ Power Users looking to get more out of Power BI

Note : This course requires delegates to run Power BI Desktop. Mac users must make arrangements to use a PC

 


FULL COURSE DETAILS
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4.8 out of 5 average

“Learning more about the query editor was very useful and especially the merge tables features. The Bookmarks section was very good and it was nice to see some really good examples of how it can be used to present your work. The presenter was very helpful and had great knowledge of Power BI."
AG, Business Analyst, Power BI Advanced, February  2021
JBI training course London UK

DAX

  • Commonly Used DAX Functions
  • Sum, Average, Count, DistinctCount
  • Create a measure table
  • Copying and Moving Measures
  • Use Variables in calculation
  • Different granularity: calculate allocated weight
  • Filter context
  • Evaluation Contexts and Relationships
  • Understand the use of CALCULATE
  • Table Functions: ALL, ALLEXCEPT, FILTER
  • Table Functions: DISTINCT, VALUES
  • Advanced Evaluation Context DAX  
  • Context transition
  • Iterator -> nested row context
  • Row context and Totals
  • Row context and cumulative total
  • Time Intelligence prerequisites
  • Time intelligence functions MTD, QTD, YTD, SamePeriodLastYear
  • YTD, MTD with CALCULATE
  • Rolling totals for different periods
  • IF, HasOneValue
  • Using a Safe Divide Function
  • Using the Blank() Function
  • Build an Example Time Intelligence Report
  • Creating Dynamic titles
  • Using parameter table
  • What is scenarios
  • DAX STUDIO:
  • Dax as a query language
  • Capturing and debugging queries with Dax Studio
  • Power BI referencing
  • introducing DAX calculation groups to enhance measures flexibility and re-usability

Advanced visualization

  • Moving away from 1 Dimensional Story-telling
  • Adding navigation with Buttons and Bookmarks
  • Create a presentation using bookmarks
  • Using Focus Mode
  • Selection Pane
  • Creating Drill-Through Reports
  • Use of Custom Visuals
  • Custom Themes
  • Building Reports using Q&A

Advanced visual (Cont...)

  • Optimizing Report Slicers
  • Filtering Reports by Relative Dates
  • Multiple pages slicers
  • Types of Slicers and Filters
  • Filter Pane
  • Customizing Report Visual Interactivity
  • Cross Highlighting or Cross Filtering
  • Choosing Visuals Based on Context
  • Using Custom Visuals
  • Creating amazing reports with Layouts
  • Conditional Colour formatting
  • Adding & Optimizing Tool Tips
  • Using the Format Painter
  • Visual Alignment Tips
  • Custom Page Sizing and Tooltip page
  • Using Logos & Custom Icons
  • Making Enhancements with Shapes and Lines
  • Formatting Tips & Tricks
  • Best Practice Guidelines and Development Tips
  • Removing or Hiding Data Model Redundancies
  • Optimizing Waterfall Charts
  • Getting Value from Scatter, Ribbon & Bullet Charts
  • Use R and Python in Power BI visuals

Advanced Modelling

  • Many-to-Many relationship
  • Cross filtering
  • Cross Filtering with CALCULATE
  • Cross Filtering and Time intelligence
  • Role Playing Dimensions
  • Creating  a ordered vs shipped date table
  • UseRelationship function

Advanced Power Query

  • Merge and Append queries
  • Create a blank Query
  • Create a custom table
  • Enter data manually
  • Create a table using M coding
  • Conditional column
  • Multi-condition column
  • Columns from example

M Language

  • The M Syntax
  • M language reference table
  • M Query Basics
  • Variables and Parameters
  • Parametrize data source
  • Create M Query Functions
  • Invoke functions
  • Automate import using M function
  • Create date table using M

Power BI Administration

  • Data Refresh When, Who, What
  • Gateway : overview, installation, when needed
  • Which connection require a Gateway and which do not
  • Scheduling Data Refresh
  • Data refresh and licencing
  • Gateway: personal mode and Enterprise mode
  • Gateway: prerequisites
  • Gateway installation
  • Gateway Configuration
  • Gateway and direct query
  • What Gateway do
  • Security
  • Data at rest
  • Data in Use
  • Data in Transit
  • Security Users access
  • Implementing Row Level Security
  • Implementing Dynamic Security
  • Administration portal
  • Usage metrics
  • Users administration
  • Tenant settings
  • Embedded code
  • Manage custom visuals
  • Global administrator
  • Manage user licence
  • Manage Group and workspaces
  • Audit logs
 
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