Course : Power BI: Advanced

Power BI: Advanced






INTER
IN-HOUSE
CUSTOM

Training at your location, our location or remotely

Ref. BIG
  2d - 14h00
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Teaching objectives
At the end of the training, the participant will be able to:
Use the language M to create optimized data models
Design sophisticated measures with the language DAX
Create complex reports with Power BI Desktop
Create a presentation and scenario tailored to your message.

Practical details
Teaching methods
Combination of lectures and hands-on work.

Course schedule

1
Overview, refreshers, and best practices

  • Refresher on the design cycle of a Power BI report.
  • Connecting and preparing data.
  • Understanding the structure of a star schema, fact tables, and dimension tables.
  • Expression of need and identifying sources of data.
  • Organizing tables and relationships, defining measures, visualization.

2
Using queries to design an appropriate model

  • Merging requests to reduce snowflakes.
  • Aggregating and stacking sources.
  • Importing data from a list of sources.
  • Customizing functions and passing parameters in M.
  • Managing errors.
Hands-on work
Designing a single table from multiple queries. Importing a set of workbooks and files in batches. Designing a function for cleaning up text.

3
Working with the Time dimension

  • Using variables in DAX to produce a calendar, lists, and functions to produce a calendar in M.
  • Cumulative sum by period. Comparing periods. Cumulative sum over sliding periods.
  • Using Time Intelligence functions to create period comparisons, cumulative sums, and sliding periods.
  • Using the functions: DATEADD, DATESYTD, DATESBETWEEN, DATESINPERIOD, CLOSINGBALANCE.
  • Working with multiple date columns and double relationships with USERELATIONSHIP.
  • Filtering data over the current period.
Hands-on work
Creating a calendar table incorporating paid holidays. Measuring progress. Doing a cumulative sum over 12 sliding months.

4
Using advanced DAX functions

  • Calculating a cumulative sum with the EARLIER function.
  • The CALCULATE function with multiple conditions and the FILTER function.
  • The function of managing blank values: ISBLANK.
  • DAX table creation functions: FILTER, CALCULATETABLE, ADDCOLUMNS, SUMMURIZE, UNION, etc.
Hands-on work
Taking advanced measurements. Creating cumulative sum and sorting columns. Filtering sorted columns. Working with tables in memory.

5
Display, navigation, and visualizations

  • Creating a background, a theme, a report template.
  • Using bookmarks for navigation and storytelling.
  • Representing with images. Preparing dynamic comments and customizing tooltips.
  • Defining a personalized visual with the Synoptic Panel.
  • Creating Master Detail reports using drillthrough filters.
  • Using the filter pane and selection pane.
Hands-on work
Defining a graphical identity and incorporating it into a report template. Setting up navigation and exploration tools. Presenting a scenario.


Dates and locations
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Remote class

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