Joseph Yeates – CFI Education – Power BI Fundamentals

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Joseph Yeates – CFI Education – Power BI Fundamentals
Power BI Fundamentals
Master the aspects of developing and publishing Power BI reports from the Power BI Desktop Application:

Create a report data model from multiple data sources
Build a two-page report analyzing sales, costs, and KPI metrics
Add dynamic UX elements to make your report more intuitive

Overview
Power BI Fundamentals Course Overview
Power BI is the most widely adopted business intelligence tool, offering powerful functionality to import, transform, analyze, and visualize data.

In this course, you will learn the fundamental skills in Power BI that will allow you to create meaningful and visual stories with your data. We will start with the core functionality and slowly build upon it as we create a two-page Power BI report that analyzes the sales, costs, and targets for a retail business. All areas of Power BI will be covered: importing and transforming data in the Power Query Editor, analyzing data with DAX, visualizing data and adding interactivity with user experience elements, and sharing reports in the Power BI Service.
Power BI Fundamentals Learning Objectives
Upon completing this course, you will be able to:

Import multiple sources of data into Power BI with the Power Query Editor
Create a report data model using queries as the model tables
Analyze the data model using DAX measures and calculated columns
Build a Power BI report containing a variety of different visuals
Add user experience elements to make a Power BI report easier and more intuitive to interact with
Explore the Power BI Service—use Power BI online to share reports and interact with different Power BI elements

Who Should Take This Course?
This Power BI course is perfect for anyone who would like to build up their understanding about Business Intelligence. This course is designed to equip anyone who desires to supercharge their career in data analysis, business intelligence, or other areas of finance with the fundamental knowledge of Power BI.
What you’ll learn
Course Introduction

Course Introduction

Downloadable Materials

Power BI Tools & Apps – Download

On-Object Interaction

Power BI Walkthrough

Power BI Overview

Retail Data Set Overview
Power Query

Chapter Introduction – Power Query

What is Power Query

Import & Load Data

Transform Data – Store Details – Fill & Merge Columns

Transform Data – Store Details – Text Columns

Transform Data – Select Columns & Filter Rows

Transform Data – Unpivot Data

Transform Data – Change Data Types

Transform Data – Pivot Data

Add Columns

Manage Queries

Advanced Power Query

Load Queries to the Data Model
Data Modeling & Basic DAX Measures

Chapter Introduction – Data Modeling & Basic DAX Measures

Data Modeling & Database Normalization

Fact & Dimension Tables

Create Data Model

DAX & DAX Measures

Create Basic DAX Measures

Data Model Best Practices
Sales – Visuals & DAX

Chapter Introduction – Sales – Visuals & DAX

Visualizing With Context

Create Sales Column Chart

Create Sales Map & Ribbon Chart

DAX Calculated Columns

Create DAX Calculated Columns

Recreate Total Gross Margin with SUMX()

Date Dimension

Create Total Sales YTD with Quick Measures.

Create & Format Card Visual for DAX Measures

Filter Report with Slicers & Filter Pane

Cross Filter & Edit Chart Interactions

Use CALCULATE() to Filter Measures
Cost – Visuals & DAX

Chapter Introduction – Cost – Visuals & DAX

Add Retail Cost Fact Table

Create Basic DAX Measures – Retail Cost

Create Scatter Chart

Create KPI Card

Create Table Visual

Create Difference from Target DAX Measure

Add Date Slicer
User Experience

Chapter Introduction – User Experience

Sync Slicers Across Pages

Add Zoom Sliders to Visuals

Conditional Formatting – Data Bars & Icons

Conditional Formatting – Background Gradient & Rules

Conditional Formatting – % of Target

Reset Report Page with a Bookmark

Set a Bookmark to Highlight an Insight

Link a Bookmark to a Button

Drillthrough from Sales to Cost

Apply a Custom Theme
Sharing

Chapter Introduction – Sharing

Power BI Service Overview

Publish a Report to the Power BI Service

Workspaces & Apps

View a Report

Explore a Dataset

Create a Dashboard

Interact with Dashboard Q&A

Link a Scorecard to Report Metrics

Share Your Reports
Course Summary

Conclusion
Qualified Assessment

Power BI Fundamentals Assessment