Training on Analyzing and Visualizing Data using Microsoft Power BI

Microsoft Power BI is a business intelligence technology from Microsoft that gathers and processes your data, analyzes and provides data driven insights that enables managers, business analysts and key decision makers to make informed decisions real time. It allows one to ask questions and get answers about their data. Users of Power BI are able to create interactive dashboards and insights by self-interacting with the technology. This 5-days comprehensive training course will take the participants through the key features of Power BI, including data modeling, creating visualizations, and publishing reports. They will learn how to connect to various data sources, create stunning visualizations, and share insights with others in their organization.

Course Outline

Introduction to Power BI

• Components of Power BI
• Features of Power BI
• Power BI workflow
• Self Service ETL (Extract Transform Load)
• Setup and Configuration of Power BI

Connecting to Data Sources

• Excel
• Online sources (Google Sheet, Kobo Toolbox, ONA, SurveyCTO, DHIS)
• Databases (PostgreSQL, MySQL, Microsoft SQL Server)

Data Transformation: Data Management and Data Cleaning Processes in Power BI (Power Query)

• Using first Rows as Headers
• Rename fields & Replacing data values in cells, rows
• Changing data types & Change order of columns
• Un-pivoting Columns
• Grouping and splitting column into multiple
• Extract feature (before /after delimiter)
• Adding new columns
• Filters and Parameters
• View Native Queries vs Unfold Queries

Modelling and Table Relationship

• Table relationship (One to One, One to many, Many to many)
• Introduction to Data Analysis Expression (DAX)
• Measures and calculated Column
• Row Context Vs Filter Context

DAX Functions

• Aggregate Functions
• Date and Time Functions
• Time Intelligence Functions
• Filter Functions
• Relationship/Navigation Functions
• Logical Functions
• Text Functions

Visualization and Charts (Power View)

• Stacked Bar chart and Stacked Column chart
• Clustered Bar chart and Clustered Column chart
• Line char t & Area Chart
• Line and Clustered Column Chart
• Line and Stacked Column Chart
• Ribbon & Waterfall chart
• Funnel & Tree Map visuals
• Pie chart and doughnut Chart
• Table chart and Matrix Chart
• Slicer, Gauge, Card visuals
• Map and Filled map
• KPI
• Q &A visual
• Fine tune your visualization using Parameters and Slicers
• Deciding on when to use a particular visual

Building and Sharing a Dashboard

• Workspace
• Datasets
• Reports
• Create Dashboard
• Modify and update Dashboard
• Share your Dashboard
• Power Q&A and Insights

Data Security in Power BI

• Configuring Row level security
• Setting up user roles

Publishing and Sharing

• Sharing Options Overview
• Publish from Power BI Desktop
• Publish to Web
• Share Dashboard with Power BI Service
• Workspaces and Apps (Power BI Pro)
• Content Packs (Power BI Pro)
• Print or Save as PDF
• Row Level Security (Power BI Pro)
• Export Data from a Visualization
• Publishing for Mobile Apps
• Export to PowerPoint

Configuring Data Refresh

• Types of Data refresh (Package Refresh, Model/Data refresh, Tile Refresh, Visual/Container Refresh)
• Understand & Configure Data Management Gateways
• Configuring & scheduling Data refresh

Power BI for Mobile

• Configuring Power BI for Mobile
• Visualize dashboards and report on Power BI Mobile
• Commenting on reports and dashboards in Power BI Mobile
• Excel Power BI
• Power Query and Power Pivot on Excel
• Visualize and Edit Power BI reports using excel analyzer
• Building reports on Excel and Publishing to Power BI service

This course is delivered by our seasoned trainers who have vast experience as expert professionals in the respective fields of practice. The course is taught through a mix of practical activities, theory, group works and case studies.

Training manuals and additional reference materials are provided to the participants.

Upon successful completion of this course, participants will be issued with a certificate.

We can also do this as a tailor-made course to meet organization-wide needs.