COURSE OUTLINE

Program Name: Power BI - Dashboard in a Day (customised L1-L2)

Software App: MS Power BI Desktop
Duration: 8.0 hrs. (10 AM - 6 PM)
Level: Beginner to Intermediate
Target Learners: 1st time users of Power BI

Program Objective:
By the end of this session, you will be able to:
1. Use Power Query - for data preparation - both in Excel and Power BI Desktop
2. Use Visuals and Formatting features - for data visualisation, report preparation, and adding interactivity
3. Get an overview of Power BI Service - UI, Publishing, and Sharing

Important Note:

This is a hands-on practice based workshop. Learners are expected to complete the program pre-requisites before
the start of the program.

Program Pre-requisite:
1. Download and Install Power BI Desktop (free) from this Microsoft link -
https://www.microsoft.com/en-us/download/details.aspx?id=58494
(PBIDesktopSetup_x64.exe)
2. Download the detailed case studies and PDF material from the link shared in the email.
3. 25-mins 'Pre-Training Prep' video course -
courses.yodalearning.com/p/introduction-to-power-query-and-power-bi-desktop/

1 Overview of the User Interface ("UI") 10 Mins

1 Power BI Desktop's UI: Visuals and Report formatting

Left-side Panel: Report (Dashboard), Data (Tables), Relationships
Right-side Panel: Filter, Visuals (Field, Format, Analytics), Fields
Ribbon Tabs
File format - PBIX

2 Power Query - Part 1 100 Mins

1 Case Study: Input vs Output - What if you do this in Excel? (Intro_Exercise)

2 Power Query's role in data preparation & steps automation

3 Power BI Desktop > Get Data & Transform tab

4 General UI of Power Query - View Formula, Query Settings (Undo)
5 Remove Other Columns
6 Promote Headers
7 Basics - Icon of Data Type (Left of column header)
8 Remove Blank Rows
9 Ctrl A & Remove Duplicates (single column vs. multi-column selection)
10 UnPivot (cross-tab to flat-file)
11 Why Pivot Table loves FlatFile? E.g., Grouping
12 Rename Column Headers
13 Merge Columns (~Contcatenate) vs. Column from Examples (~FlashFill)
14 Custom Column - Basics
15 Custom Column - Google search - power query custom column formula to …
16 Check the impact of Data Type [ABC123] - ∑
17 Conditional Column for Nested IFs (Low-Medium-High)
18 Count Rows
19 Duplicate Query (vs. Reference)
20 GroupBy (based on Low-Medium-High)
21 Copy Entire Table (1000 rows only)
22 Close & Apply
23 Copy the codes from "Advanced Query Editor"

24 Copy Paste M-Query in Excel's Power Query (Advanced Editor & Blank Query)
25 Go to Excel -> Data tab -> Get Data -> From Other Sources -> Blank Query
26 Load to… [Table vs Pivot Table]
27 Queries & Connections
28 Right-click on Query -> Refresh, Load to, Edit = Launch Power Query Editor

29 Demo: Format - Trim, Clean, Case Change; Fill Down, Split to Rows; Replace Values

3 Power Query - Part 2 120 Mins

1 Case Study - Consolidate data using Append, Merge Queries

(3y_Sales - annual sales files i.e., 2016,2017,2018… in a Folder)

2 Importing data from a Folder with multiple Excel files

Note: Column Header Names & Case have to be same. **
** Self-reference guide (PPT with video links) provided for advanced / complex cases

3 Merge Queries vs. Append Queries

4 Advantages over VLOOKUP:

Handle Speed & Volume: Can work on >1 mn rows
Expand the table to give multiple output-columns in the same step unlike VLOOKUP
Can do concatenated VLOOKUP – e.g., Lookup with 2 columns - ‘Region’ & ‘Cust_Type’
Multiple JOIN Types such as - Left Outer, Inner, Full Outer
Fuzzy Merge for spelling differences (Jerry M. Campbell vs Jery Cambell)
Can do reverse lookup unlike VLOOKUP

5 Common Blunders - Unwanted extra rows generated

PQ is case sensitive
Using Duplicate IDs while doing Merge Queries (Cartesian Product)

4 Creating a Power BI report 120 Mins

1 Slicer:
List, Dropdown
Orientation (List) for Horizontal tiles; Single Select, Select all

2 Common Formatting Options of Visuals - using Card Visual:

Size (text)
Display Units
Value Decimal places
 Shadow
Label
Calculation of Fields (Sum, Count, DistinctCount)

3 Clustered Column:
Label
Dashed average line with Label
Conditional Formatting - for spotting patterns (DistinctCount of Customers)

4 Tricks - Visualization, Interactivity, Data Exploration

Edit Interactions - Control Interactions between Visuals (Controller vs Controlled)
Edit Interactions - Filter vs Highlight vs None

Small Multiples
Horizontal Bar Chart with TopN Filter
Treemap
Demo - Custom Visuals from Marketplace - Calendar Heatmap (Tallan)
Refer our videos on data exploration

5 Matrix:
It’s like Pivot Table
Disable Subtotals (Row & Column)
Conditional Formatting like Rules along with Advanced Controls
Data Bars (Show Bar only) with +/-, Background Color for Heatmap, Icons

6 Extra:
Filter levels - Report level vs Page level vs Visual level [^ if time permits]
Custom Tooltip - On hover visuals [^ if time permits]
Publish and Share a Power BI report

5 Recap, QnA & Next Steps for Learning 30 Mins

DAX & Basics of Data Modelling

End
 COURSE OUTLINE

Program Name: Power BI - DAX in a Day (customised L3)

Software App: MS Power BI Desktop
Duration: 8.0 hrs. (10 AM - 6 PM)
Level: Intermediate to Advanced
Target Learners: Learners who have completed L1-L2 level (Basic to Intermediate) of Power BI training

Program Objective:
By the end of this session, you will be able to understand and apply the:
1. Top 10 essential concepts, theories and fundamentals of how DAX works
2. The top 10 commonly used DAX measures
3. Basics of Data Modeling & Relationship cardinality

Coverage:
Writing DAX formulas.
Defining calculated tables and columns.
Defining measures.
Using DAX iterator functions.
Modifying filter context.
Using DAX time intelligence functions.

Important Note:
This is a hands-on practice based workshop. Learners are expected to complete the program pre-requisites
before the start of the program.

Program Pre-requisite:
1. Download and Install Power BI Desktop (free) from this Microsoft link -
https://www.microsoft.com/en-us/download/details.aspx?id=58494
(PBIDesktopSetup_x64.exe)
2. Download the detailed case studies and PDF material from the link shared in the email.
3. 25-mins 'Pre-Training Prep' video course -
courses.yodalearning.com/p/introduction-to-power-query-and-power-bi-desktop/

1 Fast recap of earlier session 30 Mins

1 Visualisation, Power Query

2 Basics of Data Modeling & Relationship cardinality 25 Mins

1 What is a Data Model?

2 Relationship Cardinality - Uniqueness of Values in Columns
3 What are Table relationships? What are active relationships?
4 Most popular Table relationship - One to Many
5 Data Tables (FACT or Transactions Tables) vs. Lookup Tables (DIM or Master Table)
6 'Manage relationship' feature

7 Recommended reading -
Database Normalization: Concepts & Rules (1NF, 2NF, 3NF)
What is Denormalization?
Key Types: Primary, Foreign, Composite
Star Schema
3 Using DAX - Data Analysis Expression 280 Mins

1 "DAX is simple, but it is not easy."

2 What is DAX? Why is it needed?

3 How DAX works in the background?

4 Calculated Columns & Measures

5 Implicit Measures vs Explicit Measures
6 New Measure or New Column - Which one to use when?
7 Evaluation Context = [Filter + Row] Context; Context Transition
8 Iterator function (SUMX)
9 Exercise: Discount calculation [Sales x Disc %] using Calculated Column, SUM, SUMX
10 Overview - 'Quick Measure' for readymade DAX Patterns
11 Why create a measure for a simple thing as SUM?

12 What is the concept of Time Intelligence functions? Where is it used?

- Date Master (List of unique dates with no gaps)
- One to Many relationships

13 How to add Comments in a DAX

14 CALENDARAUTO
15 CALENDAR with DATE, MAXX and MINX
16 CALCULATE & the concept of modifying Filter context
17 CALCULATE with DATEADD (compare sales of different periods)
18 DATESINPERIOD
19 FIRSTDATE, LASTDATE
20 DATESYTD, TOTALYTD
21 DIVIDE (handles error cases)

22 ALL vs ALLSELECTED

23 Using in-built filters of CALCULATE with operators for AND / OR logic

24 CALCULATE with FILTER

25 DISTINCTCOUNT (unique customers, products etc.)

26 COUNTROWS (total transactions)
27 RELATED
28 IF vs. SWITCH [if time permits]
4 Overview of some report visualisation features 30 Mins

1 Toggle-based Charts view: Use Shapes as buttons along with 'Selection Pane' & 'Bookmarks'
2 Using 'New Parameter' to create 'What if' - GENERATESERIES, SELECTEDVALUE
3 Custom Tooltip - On hover visuals
4 Overview of DAX Suggestions (new update)

End