Power BI using Power BI Report Server (on-premises)

Key Learning Areas

• Ingest, clean, and transform data
• Model data for performance and scalability
• Design and create reports for data analysis
• Apply and perform advanced report analytics
• Manage and share report assets
• Create paginated reports in Power BI

Course Outline

Please note that this list of topics is based on our standard course offering, evolved from typical industry uses and trends. We will work with you to tune this course and level of coverage to target the skills you need most.

Getting Started with Microsoft Data Analytics
This module explores the different roles in the data space, outlines the important roles and responsibilities of a Data Analysts, and then explores the landscape of the Power BI portfolio.

• Data Analytics and Microsoft
• Getting Started with Power BI

Lab: Getting Started

After completing this module, you will be able to:

• Explore the different roles in data
• Identify the tasks that are performed by a data analyst
• Describe the Power BI landscape of products

Prepare Data in Power BI
This module explores identifying and retrieving data from various data sources. You will also learn the options for connectivity and data storage and understand the difference and performance implications of connecting directly to data vs. importing it.

• Get data from various data sources
• Optimize performance
• Resolve data errors

Lab: Preparing Data in Power BI Desktop

• Prepare Data

After completing this module, you will be able to:

• Identify and retrieve data from different data sources
• Understand the connection methods and their performance implications
• Optimize query performance
• Resolve data import errors

Clean, Transform, and Load Data in Power BI
This module teaches you the process of profiling and understanding the condition of the data. They will learn how to identify anomalies, look at the size and shape of their data, and perform the proper data cleaning and transforming steps to prepare the data for loading into the model.

• Data shaping
• Enhance the data structure
• Data Profiling

Lab: Transforming and Loading Data

• Loading Data

After completing this module, students will be able to:

• Apply data shape transformations
• Enhance the structure of the data
• Profile and examine the data

Design a Data Model in Power BI
This module teaches the fundamental concepts of designing and developing a data model for proper performance and scalability. This module will also help you understand and tackle many of the common data modeling issues, including relationships, security, and performance.

• Introduction to data modeling
• Working with tables
• Dimensions and Hierarchies

Lab: Data Modeling in Power BI Desktop

• Create Model Relationships
• Configure Tables
• Review the model interface
• Create Quick Measures

Lab: Advanced Data Modeling in Power BI Desktop

• Configure many-to-many relationships
• Enforce row-level security

After completing this module, you will be able to:

• Understand the basics of data modeling
• Define relationships and their cardinality
• Implement Dimensions and Hierarchies
• Create histograms and rankings

Create Model Calculations using DAX in Power BI
This module introduces you to the world of DAX and its true power for enhancing a model. You will learn about aggregations and the concepts of Measures, calculated columns and tables, and Time Intelligence functions to solve calculation and data analysis problems.

• Introduction to DAX
• DAX context
• Advanced DAX

Lab: Introduction to DAX in Power BI Desktop

• Create calculated tables
• Create calculated columns
• Create measures

Lab: Advanced DAX in Power BI Desktop

• Use the CALCULATE() function to manipulate filter context
• use Time Intelligence functions

After completing this module, you will be able to:

• Understand DAX
• Use DAX for simple formulas and expressions
• Create calculated tables and measures
• Build simple measures
• Work with Time Intelligence and Key Performance Indicators

Create Reports
This module introduces you to the fundamental concepts and principles of designing and building a report, including selecting the correct visuals, designing a page layout, and applying basic but critical functionality. The important topic of designing for accessibility is also covered.

• Design a report
• Enhance the report

Lab: Designing a report in Power BI

• Create a live connection in Power BI Desktop
• Design a report
• Configure visual fields and format properties

Lab: Enhancing Power BI reports with interaction and formatting

• Create and configure Sync Slicers
• Create a drill through page
• Apply conditional formatting
• Create and use Bookmarks

After completing this module, you will be able to:

• Design a report page layout
• Select and add effective visualizations
• Add basic report functionality
• Add report navigation and interactions
• Improve report performance
• Design for accessibility

Perform Advanced Analytics
This module helps you apply additional features to enhance the report for analytical insights in the data, equipping you with the steps to use the report for actual data analysis. You will also perform advanced analytics using AI visuals on the report for even deeper and meaningful data insights.

• Advanced Analytics
• Data Insights through AI visuals
• Use Q&A

Lab: Data Analysis in Power BI Desktop

• Create animated scatter charts
• Use the visual to forecast values
• Work with Decomposition Tree visual
• Work with the Key Influencers visual
• Use Q&A

After completing this module, you will be able to:

• Explore statistical summary
• Use the Analyze feature
• Identify outliers in data
• Conduct time-series analysis
• Use the Advanced Analytics custom visual

Publishing & Sharing Power BI Reports and Data Refresh
In this module you will learn how to publish Power BI reports on Power BI Report Server. You will also learn how to secure Power BI reports so just certain users/groups can access the reports and configure data refresh.

• Publish a Power BI Report
• Sharing Reports
• Understanding Row-level security
• Understanding Data Refresh

Lab: Publishing and Sharing Power BI Reports

• Publishing a Power BI Report
• Securing a Power BI Report
• Using Row-level security
• Using Data Refresh

(OPTIONAL) Create Paginated Reports in Power BI
This module will teach you about paginated reports, including what they are how they fit into Power BI. You will then learn how to build and publish a report.

• Paginated report overview
• Create Paginated reports

Lab: Creating a Paginated report

• Use Power BI Report Builder
• Design a multi-page report layout
• Define a data source
• Define a dataset
• Create a report parameter
• Export a report to PDF

After completing this module, you will be able to:

• Explain paginated reports
• Create a paginated report
• Create and configure a data source and dataset
• Work with charts and tables
• Publish a report

Who Benefits

The audience for this course is data professionals and business intelligence professionals who want to learn how to accurately perform data analysis using Power BI. This course is also targeted toward those individuals who develop reports that visualize data from various data sources, such as Excel, CSV, SQL Server, and Web.Get Started with Microsoft Data Analytics.

Prerequisites

Successful Data Analysts start this role with experience of working with data in the cloud.

Specifically:

• Understanding core data concepts
• Knowledge of working with relational data in the cloud
• Knowledge of working with non-relational data in the cloud
• Knowledge of data analysis and visualization concepts