Course: Analyzing Data with Power BI

Course Code: 20778C

Duration: 3 days

Course Overview

This three-day instructor-led course provides students with the knowledge and skills to analyze data with Power BI.

Audience profile

• The primary audience for this course is BI professionals who need to analyze data utilizing Power BI. The
secondary audiences for this course are technically proficient business users.

Prerequisites

Before attending this course, students must have:

• Basic knowledge of the Microsoft Windows operating system and its core functionality.
• Working knowledge of relational databases.
• Extensive knowledge of Excel spreadsheets including formulas, charts, filtering, sorting, and sub-totals.
• Basic knowledge of data analytics equivalent to having attended course 10994.
Course Objectives
After completing this course, students will be able to:
• Describe self-service BI.
• Describe the Power BI suite of products.
• Connect to data sources and optimize data models.
• Shape and combine data from different sources.
• Model data.
• Create reports and manage solutions.
• Describe the Power BI developer API.
• Describe the Power BI mobile app.

Course Outline:

Module 1: Introduction to Self-Service BI Solutions Module 2: Introducing Power BI

Business intelligence (BI) is a term that has become
Self-Service Business Intelligence (BI) has rapidly grown
increasingly common over recent years. Along with big
in popularity because of its ability to empower users to
data, data mining, predictive analytics, data science, and
generate reports, process data, perform analysis, and
data stewards, BI is now very much part of business
more—all without having to depend on a report
vocabulary. Much of the impetus behind this is the need
developer. The Self-Service BI trend is driven by
for organizations to cope with ever-increasing datasets.
Microsoft's commitment to improving Excel and Power
It is now normal to have databases that contain millions
BI, both products having seen many enhancements over
of rows, requiring gigabytes, terabytes, or even
recent years. However, despite Microsoft enabling deeper
petabytes, of storage space. Data is no longer confined
data analysis with the four power tools added to Excel—
to an on-premises server room—it is hosted in the cloud,
Power Pivot, Power View, Power Query, and Power Map—
feeds are taken from third-party providers, public
they are not fully integrated into the Excel interface.
datasets are freely available, and social media
Instead, they exist in separate windows. Add to this the
interactions generate ever-expanding datasets. Reporting
complexity of publishing to SharePoint to share reports
and analysis is certainly not a new concept to business,
with colleagues, and it all becomes a time-consuming
but the difference between how data analysis is done
effort. Using Power BI eliminates complications and
today, compared with five or 10 years ago, is immense.
barriers with a simple integrated user interface and has
Nowadays, organizations need BI to see not only what
the ability to publish rapidly to either a cloud-based or an
was done in the past, but also more of what is to come.
on-premise portal to share reports easily. This module
There is now an overwhelming amount of data to gather
introduces Power BI and explores the features that
and compose into reports. There is also an increasing
need for data to offer up-to-the-minute numbers, so

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business can react faster to changing trends in markets enable the rapid creation and publication of
and industries. Those businesses that can react fast and sophisticated data visualizations.
predict near-term trends to provide products and Lessons
services where there is consumer demand have the best • Power BI
chance of survival in our modern and highly competitive
• The Power BI Service
world. With the rise of big data, there is an increasing
Lab: Creating a Power BI Dashboard
need for data analysts who can take this data and find
the critical points within a plethora of information. • Connecting to Power BI Data
Lessons • Create a Power BI Dashboard
• Introduction to Business Intelligence After completing this module, students will be able to:
• Introduction to Data Analysis • Develop reports using the Power BI Desktop
• Introduction to Data Visualization app.
• Overview of Self-Service BI • Use report items to create dashboards on the
• Considerations for Self-Service BI Power BI portal.
• Microsoft Tools for Self-Service BI • Understand the components of the Power BI
Lab: Exploring an Enterprise BI Solution service, including licensing and tenant
• Viewing Reports management.
• Creating a Power BI Report
• Creating a Power BI Dashboard
After completing this module, students will be able to:

• Describe the trends in BI.

• Describe the process of data analysis in Power
BI.
• Use the key visualizations in Power BI.
• Describe the rationale for self-service BI.
• Describe considerations for self-service BI.
• Understand how you can use Microsoft
products to implement a BI solution.

Module 3: Power BI DataPower Module 4: Shaping and Combining DataPower BI

BI offers a straightforward approach to report creation, Desktop offers a self-service solution for creating visual,
and the ability to create and share dashboards without interactive reports and dashboards. Users can connect to
dependency on a report developer, or the need for a wide variety of data sources, combining data from on-
Microsoft SharePoint. Microsoft Excel has long been the premises databases, Software as a Solution (SaaS)
tool of choice for data analysts who work in a self-service providers, cloud-based services, and local files such as
style. However, Excel does not offer a quick and easy way Microsoft Excel, into one report. The beauty of Power BI
to share reports without the use of either SharePoint, or reports and dashboards is the ability to rapidly build
the creation of multiple copies of spreadsheets that reports to present this data so it is instantly readable—
quickly become out of date or exist outside source with clusters, outliers, and patterns in data visually
control. In recent years, power tools have been added to brought to light. To achieve this, each report must have
Excel: Power View, Power Query (known as Get & a dataset comprising tables and columns that are ready
Transform in Excel 2016), and Power Pivot. Power BI to add straight into visualizations. Data must be
brings much of this power into an integrated environment formatted for relevant currencies, numbers should have
in the form of Power BI Desktop. Previously, Excel users correct decimal places, additional columns and
have been inconvenienced by needing to transition measures might be required, and data may have to be
between the different power tools, but Power BI Desktop combined from multiple tables. With Power BI Desktop,
brings the tools together. This means that Power BI is you can do all of this, with powerful, built-in tools for
fast becoming an obvious choice for the analysis and shaping your data. This module introduces the tools that
sharing of data. However, analysts are likely to continue are available for preparing your data, and transforming it
working with Excel for the foreseeable future. Power BI into a form ready for reporting.
easily cooperates with Excel, and many other data
sources. It’s this ability to create reports rapidly, by using Lessons
data from a combination of sources, that really puts the • Power BI Desktop Queries
power into Power BI. • Shaping Data
• Combining Data
Lessons Lab: Shaping and Combining Data
• Using Excel as a Data Source for Power BI • Shape Power BI Data
• The Power BI Data Model • Combine Power BI Data
• Using Databases as a Data Source for Power BI After completing this module, students will be able to:
• The Power BI Service
Lab: Importing Data into Power BI

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 • Importing Excel files into Power BI • Perform a range of query editing tasks in Power
• Viewing Reports from Excel Files BI.
• Shape data, using formatting and
transformations.
After completing this module, students will be able to:
• Combine data together from tables in your
• Describe the data model and know how to dataset.
optimize your data within the model.
• Connect to Excel files and import data.
• Use on-premises & cloud SQL Server databases
as data sources, with the R script data
connector.
• Take advantage of the features of the Power BI
service.
• Use Q&A to ask questions in natural query
language and create apps.

Module 5: Modeling Data Module 6: Interactive Data Visualizations

Microsoft Power BI is making its mark in the self-service Self-service business intelligence (BI) is becoming
BI world—because it can quickly create visually stunning, increasingly popular in organizations. This approach
interactive reports, and dashboards. Power BI provides a enables business users to access corporate data, and
straightforward way to combine data from a wide range create and share reports and key performance indicators
of sources into a single dataset, and then work with that (KPIs) without dependency on a dedicated report
data to create cohesive reports. This module goes behind developer. Business users can use the Microsoft Power
the scenes of the visualizations and explores the BI suite of tools to connect to a wide variety of data
techniques and features on offer to shape and enhance sources. These include the main industry-standard
your data. With automatic relationship creation, a vast databases, Microsoft cloud-based services—Microsoft
library of DAX functions, and the ability to add calculated Azure SQL Database, Azure Data Lake, and Azure
columns, tables, and measures quickly, you will see how Machine Learning—alongside Microsoft Excel and other
Power BI creates attractive reports, while helping you files, and software as a service (SaaS) providers such as
find hidden insights into data. Microsoft Bing, Facebook, and MailChimp. The
combination of flexibility and the ability to create visually
Lessons stunning, interactive dashboards quickly makes Power BI
•Relationships an obvious choice for any organization that needs to
provide its users with a self-service BI solution
•DAX Queries
•Calculations and Measures Lessons
Lab: Modeling Data
•
Creating Power BI Reports
• Create Relationships
•
Managing a Power BI Solution
• Calculations Lab: Creating a Power BI Report
After completing this module, students will be able to:
• Connecting to Power BI Data
• Describe relationships between data tables. • Building Power BI Reports
• Understand the DAX syntax and use DAX • Creating a Power BI Dashboard
functions to enhance your dataset. After completing this module, students will be able to:
• Create calculated columns, calculated tables,
and measures.
• Use Power BI Desktop to create interactive data
visualizations.
• Manage a Power BI solution.

Module 7: Direct Connectivity Module 8: The Developer API

Power BI service supports live direct connections to The Power BI Developer API is a REST-based API that
Azure SQL Database, Azure SQL Data Warehouse, big developers use to access programmatically datasets,
data sources such as Spark on Azure HDInsight, and SQL tables, and rows in Power BI. Using this API, you can
Server Analysis Services. DirectQuery means that push data from an application into Power BI and
whenever you slice data or add another field to a integrate Power BI visualizations into an application. You
visualization, a new query is issued directly to the data can use the Power BI Interactive API Console for learning
source. Power BI works with SQL Server Analysis Services about the Power BI APIs, and for trying out all Power BI
models that are running in multidimensional mode, so REST API calls without writing code. You can also add
that you can use OLAP cubes and models in reports and custom visuals to your applications and to Power BI
dashboards. It doesn’t matter if you are using the Power dashboards and reports. Use the Power BI visuals gallery
BI service in the cloud, and an on-premises SQL Server to share your own custom visualizations and to access
Analysis Services implementation; the on-premises data visuals created by others in the Power BI community.

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gateway enables live connections between the cloud and After you have written an application, you must register
on-premises data servers. it with Power BI and with Active Directory. You can create
custom visualizations, and see how custom visuals are
Lessons added to reports, dashboards, and content packs. The
•Cloud Data Power BI developer center (http://dev.powerbi.com)
provides links for starting the registration process for
•Connecting to Analysis Services
web applications or native client applications.
Lab: Direct Connectivity
• Direct Connections to Power BI Lessons
After completing this module, students will be able to:
•The Developer API
• Use Power BI direct connectivity to access data •Custom Visuals
in Azure SQL Database and Azure SQL Data Lab: Using the Developer API
Warehouse • Using a Custom Visualization
• Use Power BI direct connectivity to access data
in big data sources, such as Hadoop. After completing this module, students will be able to:
• Use Power BI with SQL Server Analysis Services
data.
• Describe the Power BI Developer API.

• Use Analysis Services models running in

• Describe how developers can use this API to
create applications
multidimensional mode.
• Describe the registration process for new
applications.
• List the steps for creating custom
visualizations.
• Import custom visuals into Power BI for use in
Power BI reports.

Module 9: Power BI Mobile

Power BI mobile apps enable you to access and use

Power BI information on a mobile device, including iOS
(iPad, iPhone, iPod Touch, Apple Watch), Android phone
or tablet, and Windows 10 device. This means that,
potentially, Power BI reports and Power BI dashboards
created in Power BI Desktop and the Power BI service
can be used anywhere and at any time. Power BI reports
and dashboards are designed to work on a mobile device
without modification. However, you can also create
specific optimized reports and report layouts for display
on mobile devices. The Power BI mobile apps support the
sharing and annotation of dashboards, and you can use
Power BI data on mobile devices even when you are not
connected to a network. Power BI alerts and notifications
also work across the Power BI service, including on
mobile devices. Developers can also use Power BI
functionality to add visualizations and reports to web or
mobile applications by using Power BI Embedded,
together with custom visualizations.

Lessons
•Power BI Mobile Apps
•Using the Power BI Mobile App
•Power BI Embedded
After completing this module, students will be able to:

• Create dashboards and reports for mobile

devices.
• Use the Power BI Mobile app.
• Use Power BI Embedded to add visualizations
and reports to web or mobile applications.

20778C
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Contacts us:

For more Information please contact us on;

KENYA - [email protected] +254 713027191
TANZANIA- [email protected] +255 784444490
UGANDA - [email protected] +256 52656594
RWANDA - [email protected] +250 786027148
UAE - [email protected] +971 552959655

20778C
www.clclearningafrica.com
Kenya, Uganda, Tanzania, Rwanda, Egypt, UAE