Introduction

 

Introduction

 

Installing Power BI Desktop

 

What are we going to learn?

 

Resources

 

 

Creating and formatting a table visualization

 

Importing from Excel, and Creating our first visualization

 

Viewing data

 

Focus mode and Different visualizations

 

Saving visualization to the Desktop and to the Power BI service

 

 

Formatting our first visualization

 

Formatting font and font size

 

Formatting colors

 

Stylistic options

 

Position visuals

 

Align visuals

 

Configuring summarization, both default and in a specific visualization

 

Changing number and date formatting

 

 

Creating different visualizations Matrices and bar charts

 

Matrix

 

Drill down data, see data and records, and export data

 

Stacked bar charts and j. switch theme for reports

 

Bar Chart formatting

 

Configure interactions between visual (Edit interactions)

 

Clustered and % Stacked bar charts

 

Line and area charts, including b. Configure duplicate pages

 

Combo charts (Line and column charts)

 

 

Adding more control to your visualizations

 

Adding Text boxes, Images and Shapes

 

Visual level, page level and report level filters – basic filters

 

Advanced Filtering

 

Filter Top N Items

 

Slicer

 

Slicer Warning

 

Sort visuals

 

Use Bookmarks for reports

 

Drillthrough

 

Buttons and Actions

 

 

Other visualizations

 

Ribbon charts

 

Waterfall charts

 

Scatter, bubble and dot charts

 

Pie charts and donut charts

 

Treemaps

 

Funnel charts

 

Adding Marketplace visualizations

 

 

Mapping

 

Maps

 

Formatting maps

 

Adding Data Categories

 

Filled Maps,Conditional Formatting, and color blindness

 

Creating hierarchies

 

ArcGIS Maps for Power BI

 

 

Measure performance by using KPIs, gauges and cards

 

Gauges

 

Cards and Multi-row cards

 

More conditional formatting

 

KPIs

 

 

Get and Transform Data Level  – Home Part 

 

Introduction – let’s Get some more Data

 

Exploring the Power Query Editor interface

 

Introducing the M language

 

Let’s start look at the Home tab

 

Home menu – Manage Columns

 

Home menu – Reduce Rows and Use First Row as Headers

 

 

Get Data – Home

 

Sort and Filter

 

Split Column

 

Other Transform activities

 

 

Getting Multiple files

 

Merge Queries and Expand Table

 

Merge Queries with Group By, and different types of Joins

 

Appending two queries together

 

Appending three or more queries together + resolving a problem with data types

 

Combine Files (getting information from a folder)

 

 

 

Transform Menu

 

Transform – Table and Any Column

 

Pivot Column

 

Unpivot

 

Unpivot in conjunction with other Transform features

 

 

Transform – Text and Numbers

 

Transform/Add Column – Text – Format

 

Transform/Add Column – Text – Merge Columns

 

Transform/Add Column – Text – Extract

 

Transform/Add Column – Text – Parse

 

Transform/Add Column – Number Column – Statistics and Standard

 

Transform/Add Column – Other Number Column functions

 

 

Transform – Dates and Time

 

Creating a list of dates

 

Transform/Add Column – Date

 

Transform/Add Column – Dates in other cultures/languages

 

Transform/Add Column – Time

 

Transform/Add column – Duration

 

 

Add Columns, View and Help Menus

 

Column from examples

 

Conditional Column

 

Resolving Errors from Conditional Columns

 

Index Column and Duplicate Column

 

Custom Column – If Then Else

 

View and Help menus and advanced functionality

 

Other M Functions

 

View and Help menus

 

Advanced Editor

 

Functions and Parameters

 

DateTimeZone date type and Functions

 

Worked Practice Activity  – Dividing Annual data into Months

 

 

Get other types of data

 

Introduction to SQL Server

 

Importing database data into Power BI, and Query Folding

 

Expanding multiple tables in SQL Server

 

Importing data from SQL Server Analysis Services (SSAS)

 

Setting up Azure SQL Database

 

Using Azure SQL Database in Power BI

 

Using Big Data

 

 

An introduction to DAX functions, including Logical functions

 

Get multiple data sets, and connecting them together

 

The problems with direction of relationships between data sets

 

DAX functions – A useful Resource

 

Calculated columns – an introduction

 

Basic operators

 

IF, BLANK and ISBLANK

 

AND, OR and NOT

 

SWITCH

 

Other functions

 

 

Statistical functions

 

Measures – an introduction, with standard aggregations including Countblank

 

Aggregation of calculations

 

Other statistical functions

 

 

Mathematical functions

 

Introduction to mathematical functions

 

Rounding functions

 

Division functions – MOD and QUOTIENT

 

SIGN (and use with SWITCH) and ABS

 

Exponential functions

 

Other functions

 

 

Text functions

 

Text searching

 

Text extraction and substitution

 

Text conversion

 

Other functions

 

 

Information Functions

 

ISERROR and LOOKUPVALUE

 

Other functions

 

Filter and Value Functions

 

RELATED

 

RELATEDTABLE and COUNTROWS

 

Context

 

ALL

 

FILTER

 

CALCULATE

 

ALLEXCEPT

 

ALLSELECTED

 

Other functions

 

 

Time Intelligence Functions

 

Date and Time Functions

 

FIRSTDATE, LASTDATE

 

Start of… and End of…

 

Previous… and Next…

 

DATESINPERIOD

 

DATESMTD, DATESQTD, DATESYTD, TOTALMTD, TOTALQTD, TOTALYTD

 

Opening Balance and Closing Balance

 

SAMEPERIODLASTYEAR and PARALLELPERIOD

 

Other Time Intelligence Functions