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Hands On Technology Transfer

Analyzing Data with Power BI, DAX, and Power Query M Course

Attend face-to-face, remote-live, on-demand or on site at your facility.

On-Demand Training with Personal Facilitation
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Analyzing Data with Power BI, DAX, and Power Query M

Price: £995

Discounts: We offer multiple discount options. Click here for more information.

Delivery Options: Attend face-to-face in the classroom, remote-live or on-demand training.

Duration

Face-to-face or remote-live: 5 Days

On-demand: Approximately 35 hours of coursework with personal facilitation, to be completed in a four week span.

Registration

Face-to-face or remote-live: Click here to view our schedules and register for face-to-face or remote-live sessions.

On-demand: Click here to register for on-demand training with personal facilitation, on a start date of your choosing.

Students Will Learn

  • The fundamentals and evolution of business analysis processes and tools
  • The roles, tasks and tools involved in self-service business analysis
  • How to connect to and import data from numerous diverse sources into the Power BI Desktop and service
  • When to directly query data sources and when to import data
  • How to shape, transform, and combine data from diverse sources to create useful reports
  • Using the Power Query Editor
  • Which visualizations are best suited for various types of analysis
  • How to create, organize and format visualizations that evoke insight and deliver optimal impact
  • How to use and develop data models and related tools to combine datasets for analysis
  • How to modify relationships, cardinality, and cross filter direction to maximize the efficacy of analysis
  • Publishing to the Power BI service
  • Create and manipulating dashboards, reports and apps in the Power BI service
  • Refreshing datasets, reports and dashboards in the Power BI Desktop and service
  • Sharing reports, dashboards, workbooks and datasets in the Power BI service
  • Creating hierarchical drilldown reports
  • Collaborating in the Power BI service
  • Using DAX to add new Calculations to an existing data model
  • Simulating a Star data Schema from an OLTP source with DAX
  • Fixing Data Granularity issues with DAX Calculations
  • Providing Row Level security using Row Filters in DAX
  • Performing Transformations while loading data with Power Query and M
  • Using M language to write more powerful queries than the standard Power Query user interface allows

Course Description

This course provides a robust and in-depth introduction to Microsoft's Power BI suite of products and gives students a solid understanding of data analysis with Power BI, DAX, and Power Query M. Students will learn to use the Power BI Desktop and Power BI online service to import, analyze, and visualize business data, and to share business intelligence. In addition, students will learn beginner and intermediate techniques for adding calculations to their Power BI Data models using DAX, as well as how to use the Power Query M language to write advanced queries in order to populate a data model from external data sources.

Topics include an exploration of the evolution of relational databases, data warehouse and business intelligence; importing and combining data from diverse data sources; shaping and transforming data; modeling data; developing useful and insightful visualizations; creating and sharing reports and dashboards in the Power BI service; collaborating in the Power BI service; using DAX to solve common data modelling problems; how to flatten out an OLTP database into a star schema by using DAX; resolving common granularity issues with data models; and using Measures to solve advanced calculation problems that languages like SQL are unable to tackle.

Students who want Power BI training but do not need detailed coverage of DAX and Power Query M should instead attend the shorter Analyzing and Presenting Data with Power BI course rather than this course.

Course Prerequisites

Before attending this course, students must have:

  • High degree of computer literacy
  • Experience with office applications
  • Familiarity with spreadsheet functionality
  • An understating of fundamental business analysis issues such as revenue, profitability, financial accounting, and reporting
  • Basic familiarity with relational databases and data warehousing is helpful but not required

Course Overview

Introduction to Business Analysis
  • The Evolution of Data Analysis
    • Databases
    • Normal Forms
    • Data Modeling
    • Data Processing
    • Beyond the Database
    • Data Warehouses
    • Fact and Dimension Tables
    • Data Warehouse Schema
    • Star Schema
    • Snowflake Schema
    • Big Data
  • Self-Service Business Intelligence
    • Enterprise Intelligence
    • Self-Service BI
    • The BI Team
    • The Data Steward
  • The Tasks
    • Accessing Data
    • Loading Data
    • Shaping Data
    • Reporting
    • Visualizing Data
    • Collaborating
    • The Tools
    • The Power BI Suite
    • Related Tools
Getting Data with Power BI Desktop
  • The Power BI Workflow
    • Terminology
    • Opening the Power BI Desktop
    • The Navigation and Filter Panes
    • The Visualizations Pane
    • The Fields Pane
    • Power BI Desktop Settings
  • Data Sources
    • On-Premises Data Files
    • Databases
    • Online Databases
    • Software as a Service (SaaS) Providers
    • Internet Data
    • Data Access Issues
    • Data Reliability Issues
  • Getting Data
    • Import vs. Direct Query
    • Advantages of Direct Query
    • Limitations of Direct Query
    • Data Limits
    • Cleaning Data
    • Selecting Data
    • Fundamentals of Getting Data
    • Importing from Excel
    • Preparing Excel Data
    • Importing from Excel
    • Importing from a Database
    • Selecting Data with SQL
    • Importing from a Web Page
    • Revising Data
Transforming and Shaping Data
  • Getting the Right Data
    • Shaping Data
    • How and Where to Transform Data
    • Formatting Currency
    • Columns and Measures
    • Filters
  • The Power Query Editor
    • How Power BI Accesses and Stores Data
    • Query Editor Layout
    • The Transform Tab
    • The Add Column Tab
    • The View Tab
    • Manipulating Columns
    • Applied Steps
    • The Advanced Query Editor
Visualizing Data
  • Visual Data Processing
    • Why We Visualize
    • Choosing the Right Visualization
    • Report Design
  • Creating Visualizations
    • Basic Layout
    • Selecting Data
    • Starting with Data
    • Starting with Visualization Type
    • Sorting
    • Adding Data, Changing Visualizations
    • The Slicer
    • Fields, Format and Analytics in the Visualizations Pane
  • Formatting Visualizations
    • General Formatting
    • Formatting Groups
    • Title
    • Report Themes
    • Data Colors
    • Data Labels
    • Data Labels Display Units
    • Axes
    • Text Boxes, Images, Shapes
  • Visualization Mechanisms
    • The Slicer
    • Q&A
    • Custom Visuals
Types of Visualizations
  • Basic Visualizations
    • Tables
    • Matrixes
  • Bar/Column Charts
    • Clustered
    • Stacked
    • 100%
    • Ribbon Charts
    • Waterfall Charts
  • Line/Scatter/Area Charts
    • Line Chart
    • Scatter Chart
    • Area Charts
    • Line-and-Column Charts
  • Pies and Donuts
    • Pie Charts
    • Donut charts
  • Map Charts
  • Specialized Charts
    • Funnel Chart
    • Gauge Chart
    • Card Chart
    • Multi-Row Card
    • KPI
    • Key Influencers
    • Tree Maps
Modeling Data
  • Data Models
    • The Utility of Data Models
    • Data Types
    • Cardinality
    • Cross Filter Direction
  • Relationships
    • Understanding Relationships
    • Relationships and Keys
  • Hierarchies
    • The Utility of Hierarchies
    • Creating Hierarchies
  • The Model View
    • Changing Relationships
    • Using the Model View
The Power BI Service
  • Overview
    • Functions by Application
    • Limitations
  • Connecting to the Power BI Service
    • Publishing a Report to the Power BI Service
    • Direct Connectivity from the Power BI Service
    • Refreshing Data
    • Gateways
  • The Power BI Service Interface
    • Layout
    • My Workspace
    • Report Edit Mode
  • Dashboards
    • Dashboard Foundations
    • Dashboards vs. Reports
    • Building Dashboards
    • Editing a Dashboard
    • Filtering a Tile
  • Working the Power BI Service
    • Reports
    • Exporting Reports and Data
    • Workbooks
    • Datasets
    • Apps
    • Sharing Reports and Dashboards
    • Q&A
    • Featured Questions
    • Power BI Service Settings
  • Administration
    • Power BI Administration
    • Admin Portal
  • Power BI Mobile
    • The App
    • To Set Up Your Smartphone Layout
    • Power BI Mobile Features and Limitations
Power BI and Programming Languages
  • Survey of Power BI Languages
    • Why?
    • The Power BI REST API
    • R
    • M
    • Python
  • DAX
    • Data Analysis Expressions
    • DAX Syntax
    • Logical Operators
    • DAX Examples
DAX Fundamentals
  • DAX Capabilities and Common DAX Use Cases
  • DAX Formula Syntax Fundamentals
  • Formula Evaluation Order
  • DAX Operators
  • DAX Operator Precedence
  • DAX Data Types
  • DAX Type Conversions
  • DAX Functions
  • Nested Function Execution Order
  • Naming Requirements
Basic DAX Calculations
  • Calculated Columns
  • Evaluation Context and Row Context
  • Working with Relationships
  • Using RELATED() and RELATEDTABLE()
  • Using Ad-hoc Relationships with USERELATIONSHIP()
  • Flattening Models with Calculated Columns
  • Calculated Tables
Advanced DAX Calculations
  • Measure Use Cases
  • Implicit Measures
  • Calculated Measures
  • Evaluation Context and Filter Context
  • Implicit Filter Context
  • Explicit Filter Context
  • Filtering with Calculate() and Filter()
  • Undoing Filters with All()
  • Iterator Fundamentals
  • Working with built-in Iterator Functions
  • Using Nested Iterators
DAX and Modeling
  • Resolving Model Granularity Issues
  • Flattening Models
  • Row Level Security with Row Filters
  • Avoiding Ambiguous Relationships with Role Playing Tables
M and Power Query
  • Power Query Basics
  • Using the Formula Bar in Power Query
  • Using the Advanced Editor in Power Query
  • PowerQuery's Standard Function Library
  • M Language
  • Case Sensitivity in Power Query and M
  • Single Literal Values
  • Intrinsic Values
  • Structured Values: Lists, Records, and Tables
  • M Language Operators
  • Commenting Code in M
  • Using the Let Statement
  • Variable Naming in M
  • M's Each Statement
  • Creating Columns in M
  • Conditional Constructs in M
  • M Functions

Related Courses

Course Benefits

  • Course materials include student guide, hands-on lab manual and USB flash drive for examples and lab work
  • Students receive a certificate of completion at the end of class
  • Students can retake any portion of a class that has been completed, within 12 months at no extra cost
  • There are no registration fees or cancellation fees

Course Schedule

Choose a city below to view a schedule and registration options. If you have any questions, please call us at 1.800.413.0939 between 9:00 am - 5:00 pm Eastern Standard Time.