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Power BI & Power BI Report Server Desktop
Power Query, Pivot, View Paginated Reports Creation
Power BI Power BI
[app.powerbi.com ] Power BI
en eed Power BI Projects & Case Studies
REST Understanding [Retail & Financial]
Mobile APPS Understanding Case Studies
Microsoft Projects Environment [real-time]
Practice with Examples FAQs DiscussionPe ete tessa
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Power BI Demo content
> Data, Data Availability types in IT
>IT data storage areas [File stream, Database]
>Data warehouse, BI definitions and layers |.
> Power BI existence in IT, Product services
>Power BI Features, Self Service BI
>Power BI Tools and Components
>On-Premises vs. Cloud computing [Azure]
>Power BI Opportunities and Support
> Legacy vs. Modern BI tools
>OLAP vs. OLTP vs. Insights and Analytics
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>Power BI challenging Data Science ‘eittew ert sttnetetenh
> Power BI History, releases and blogs Saeeee re Soe
>Installation process and challenges Setientetyhetint
>Data warehouse, Data Mart and differences
>Types of data marts and real-time usage ‘abana
>ODS, Stage, EDW, and DW definitions
> Data Lake and Blob Storages
>DWH Life Cycles
>DWH Approaches (INMON and KIMBALL)
>Data Granularity, Data movement stages
Data warehouse Fundamentals :
[Theory and Complete Practical]
>Dimension, Dimension Table & types | star schema |
>Fact, Fact Table & measures types
>Fact less fact table it i
>Schemas (Star, Snow Flake, Galaxy & Hybrid) ‘ener '
> Surrogate key and usages in real time meee / leat '
> Business, Conceptual, Logical, Physical {teeter | (| Stpter.type '
Data Models, babe '
>1:1, 1: Many, Many: Many relationships 1 aa \ '
>Active, Inactive relationships = I i
>Single and Bidirectional relationships ae =e i
>Cross filtering relationship aoeeeit arene H
>Role Playing real-time usage measures ses '
> Surrogate key live usages with practicalwww.vinaytechhouse.com
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TOPIC 1: INSTALLATION [DESKTOPS, GATEWAY, SERVER, & STUDIO]
>Various windows versions
> Software components
> Release impact on installation
> Power BI Cloud Desktop installation
>Power BI Report Server Desktop installation
>DAX Studio installation
> Report Server Installation
> Gateway Installation
>Desktop over view and Building blocks of PBI Desktop
> Differences between Power BI and SSRS(MSBI)
| >Connecting to various sources and retrieving data |
i 1. Flat files '
| 2. CSV files '
' 3. JSON files Groeten '
' 4, Databases (Sql Server & Oracle) Dy orton '
' 5. Excel files © v0aawe '
' 6. Web own '
| 7. Analysis Services (Tabular & aa :
\ Multi-dimensional model] Bue i
' 8. Azure SQL database and DWH By coma tees '
' 9. Python Script Dh easier '
10. M- Retrieval
>Generate reports using MDX and DAX Queries @ B ago
>Control retrieval rows and time.
| >Working on data modes [very detailed] }
' Import. }
| Direct Query '
| Connect Live /* tT AN :
| >Genera reports using SQL, SQL Procedures !
| and Views. Live Comection Direcy Query Import}
| >Differences between Load and Edit options. cstsrawer carnee OR {VINA cite
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TOPIC 4: WORKNG ON POWER BI DESKTOP COMPONENTS
a) Power Query
b) Power Pivot
c) Power View
d) Power Map
Query Pivot ~— View
BO eC RRC CRU Ch aC Rea Cre at Uns Wd
File Tab [All options-Detailed Practical]
a)New Report Creation and Opening Existing Report
b)Save report with PBIX extension
Export Power BI Template (PBIT)
d)Import Power BI Template, Power Query, View,
Model, and others
e)Working on Options and Settings for additional
| Home Tab [All options- Detailed Practical]
| ajexternal Data:
| Get Data, Recent Sources, Enter Data
| Edit Queries and Refresh
| Text Box, ImageShapes{ Oval, Rectangle, Line, etc...
| b) Transform data & edit parameters
| ©) Publishing to cloud service
| d) Themes: Switch themes (using corporate theme]
| e) Calculations creation using
New Measure / Column / Quick Measure
Insert Tab [All options - Detailed Practical]
Visuals: New Page, New Visual, More Visuals
All Visuals: Key Influencers, Decomposition Tree,
Smart Narrative, Q & A
Power Platform: Paginated Report, Power Apps,
Power Automate
Elements: Text box, Buttons, Shapes, Image
Sparklines:
(dd a Sparkline
Format Tab [All options-Detailed Practical]
a)Edit interactions for the visual for cross
highlighting, cross filtering, and none options.
b) Bring forward, send backward etc...visual option
(Z-Order)
| View Tab [All options -Detailed Practical]
| Report Phone Layout / Desktop View
ines, Snap Objects to Grid
Locking Objects on the surface
Bookmarks creation, viewing, & using in Dashboard
Selection Pane [Hiding and showing objects]
Slicer and Sync Slicers explanation with practical
Performance analyzer test run
Scale to fit: Page view, Mobile: Mobile layout, Page
options
Show panes: Filters, Bomarks, Selection,
Performance Analyzer, Sync slicers
Modeling Tab [all options-Detailed Practical]
a) Changing Data types, formats, and sort order!
b) Create roles and implement row-level security & |
dynamic row-level security :
¢) Working on Linguistic schemas H
Relationships: Manage Relationsips :
Calcualtions: New measure, Quick measure, New
Column, New table
Page Refresh: Change detection
Parameters: New parameter
Security: Manage roles, View as
Q & A: language, Lunguistic Schema
Help Tab [all options-Detailed Practical]
a) Guided learning, documentation, training videos
b) Blogs, Communities, Power BI for developers
©) Support and Consulting Services
Data / Drill Tab [all options-Detailed Practical]
a) Drill down report creation
b) Drill one level down, multiple levels, & data drill
©) Visual table, Data point tablePe ete tessa
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BO ae Camas
>Create Hierarchies and analyzing data
> Expand and collapse columns
>Incremental refresh & manage aggregations
eA au ees ee eLeCe
>Create Groups (List, Bin) =
(Bl op.bin sce Atul fee 1
>Hide / Unhide columns usage in real-time DB on.coune :
>Consider table as Date Table OI om soca Fee '
| Queries properties [All options —Detailed Practical] '
| a) Real-time practical on duplicates and Cony ‘Enable load '
| references tS Pane Iecudeinrepor team — |!
f b) Create groups to classify tables X Delete Dupite |
| ©) Refreshing table data and enabling data [al tem Reerence '
| to tables '
| d) Creating reusable functions :
' [Ba Copyénte Table =| Keep Range of Rows... | |
i [SD Use Fist Row as Headers Keep Duplicates \
| Query Properties IED Ada custom Column. Keep Errors i
| a) Perform data transformations by adding, [i AdacolunaFiomEamples| FEB Remove Top Rows. ||
| removing and retaining columns, lvoe Custom Function Remove Bottom Rows. ||
| duplicates, errors ‘Add Conditional Column. Remove Alterate Rows.) |
| b) Working on reusable functions ‘Add Index Column Remove Duplicates |!
| ¢) Merging multiple queries Cooecaanm. Remove Errors i
| d) Joining multiple queries to get matched, ep op ron. Merge Queries. i
| “unmatched and both matched and [ keepSstom Rows, _| |_AbPend Queries. i
| unmatched rows. i
| ie aes no |
| Column Properties remove 1 Split Column '
| Data types, Different types of data Remove Other Columns | |= Group By.. H
| transformations on Duplicate Column Fi [
| a) Numeric columns [(eresmrereremme omy [UEC '
|b) String columns (split strings) Remove Erors 3 ee
| ©) Date columns Gangedive een i
| Full real-time examples on the data Transform rill Down '
| transformations a Replace Values. Ad a5 New Query 'VINA cite
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| Filter properties
| Working on Number, String, and Date
| Various filter options
Parameters properties
Working on Any, List & Query Parameters
Working on multiple parameters
Working on cascading parameters
Miscellaneous Transformations
Transpose rows, reverse rows,
Pivot & Unpivot
View options [monospaced font, column
monitoring)
Mash up (M) language
syntax, protocols, variables & conventions
Let, In, semicolon, and other functions
profiling,Column distribution, performance |
Types of views in PBI Desktop
a) Report View
b) Data View
c) Relationship View
Working with different level of filters
a) Visualization level
b) Page level
©) Report level
d) Drill though page level
e) Drill through cross report level
| Data Display Visuals
| Card, Multi-row, Table, Matrix
| Simple KPI visuals
| KPI, Gauge, Bullet Chart
More categories visuals
Charts
Rounded charts:Pie, donut
Bar: Stacked, Clustered, 100% Stacked,
Trend: Line, Area, Stacked Area, Ribbon,
Mixed Charts, Rectangle Tree Map,
Funnel, Scatter, Waterfall
Maps (Bubble, Filled, Shape, ARCGis)
Al Visuals: Key-influencer, De-composition,
Smart Narrative, QA
Others: Sparklines, Metric, Paginated Report
Report View
§B Data View
8 Model View
[Buta visual
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WEB PORTAL NAVIGATIONS
vNavigation pane
vPortal URL explanation
v Office 365 office launcher
vSettings
vEmbed Codes
vPower BI Developer
vManage Group and Personal Storage
WORKSPACES
vMy workspace and properties
vUser app workspaces and properties
vWorkspace Settings and Roles
DASH BOARD TEMPLATE
vCreate dashboards
vAdd the below tiles
a) Image tile b)Text box tile
b) Video tile d) Streaming tile
e) Live page tile f)Visual tile
g) Book mark tile h)Workbook tile
i)Insight tile j)Usage Metrics tile
vShare and Subscribe dash board
vRefresh Dashboard
vEdit tiles, Comments and QA
vManage Alerts
vTile properties
APP WORKSPACES
vCreate, modify, and delete appspace
vAdd content (show or hide)
vAudience (organization or users)
vAdditional Settings (copy, build)
vPublish and Update app
vBrowse App in Web, Desktop and Mobile
vApp and Report properties
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DATASET PROPERTIES On-premises data gateway
Refresh (on-demand and scheduled)
vSecurity (Row Level Security)
vDownload, Generate Reports
vDataset Settings (Gateway and others)
vParameters & Data Source Credentials
POWER BI GATEWAYS (stanpako ANo PERSONAL)
yvDownload and Install Power BI Gateways
vinstall & Configure Gateways
vAdd Data Sources Ongena owes
vDesktop, Service, and Mobile App CES
vRefresh (on-demand, scheduled and automated)
vGateway trouble shooting
DEPLOYMENT PIPELINES Ax
beployment and Deployment pipelines |) @ -
vNew and updates entities deploy a =
vSettings, Access, History of pipelines aN =
vEdit Report, Mobile and Web View
v Quick Insights and Usage Metrics
vPersistent Filters and Cross Report
vShare, Subscribe, and Refresh
v Lineage view, View Related
vComments and ChatinTeams
vManage Permissions
SCORECARDS AND METRICS
vScorecard and Metrics or Goals
vRefresh Metrics
DATAFLOWS
vCreate and modify dataflow
vPower Query Operations
vCommon Data Model [CDM] usage
vSave and Use Dataflow
vRefresh (on-demand, scheduled, Incremental
Refresh)
REPORT PROPERTIES HVINA cite
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Belo CRU ALY GLU ns
DAX Language General Topics
>Syntax and usage
>Naming conventions
> Operators and Naming Parameters
> Functions
>DAX Queries,DAX Studio and SSMS.
>DAX FAQS, Optimization & Standards
DAX Functions [Very Detailed Practice]
Good material provided for all the functions
a) Date b) Filter c) Math & Trig d) Statistical
€) Table Manipulated f) Informatica
4g) Relationship h) Logical i) parent Child
j) Time Intelligence j) Other Query statements:
Evaluate, Define, Var, Order By
DATE FUNCTIONS
Calendar, Calendarauto, Day, Month, Year
YearFrac, Date, Time, DateValue, TimeValue
Edate, EOMonth, Weekday, WeekOfMonth
Today, UTCToday, Now, UTCNow, DateDiff
TIME INTELLIGENCE FUNCTIONS
DatesBetween, DatesInPeriod,
ClosingBalanceofmonth,
ClosingBalanceOfQuarter,
ClosingBalanceOfYear,
OpeningBalanceOfMonth,
OpeningBalanceOfQuarter,
OpeningBalanceOfyear,
Datesytd, Datesqtd, Datesmtd
Totalqtd, Totalmta, Totalytd ,DirstDate,
FirstNonBlankDate, LastDate,
Lastnonblankdate, NextDay, NextMonth,
NextYuarter, NextYear, ParallelPeriod,
SamePeriodLastYear, PreviousDay,
PreviousMonth,
PeviousQuarter,previousYear,
‘StartOfMonth, StartOfYuarter,
StartOfYear
LOGICAL FUNCTIONS
And, Or, Not, Iferror, If, Switch, In
True ,False, Coalesce
PARENT CHILD FUNCTIONS
path, pathlength, pathcontains,pathreverse,Pathitem!
Practice DAX on Power BI Desktop,
DAX Studio and Tabular Model Cube
Instances
CO CDOm eas icrn
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| FILTER FUNCTIONS
| Addmissingitems, Filter, Filters,Distinct, Values,
| Countrows, All, Allexcept, Earlier, Earliest,KeepFilters,|
| Remove filters, Calculate, CalculateTable, Allselected,’
| AlINoBlankRow
| RELATIONSHIP FUNCTIONS
| Related, Relatedtable,UseRelationship, Crossfilter
| INFORMATION FUNCTIONS
} ContainsRow, Contains, Iseven, Isodd, Istext,
| UserName, UserPricipalName, LookUpValue,
|IsError, IsNonText, IsNumber, IsLogical,
|Isinscope,Isonorafter, Hasonefilter, IsCrossFiltered
| AGGREGATE FUNCTIONS
''Sum, Sumx, Average, AverageX, AverageA,Max,
| MaxX,Max, Min, Minx,MinA,Count, Countx, CountA
| CountBlank, DistantCount, DistantCountNoBlank,
| Product, ProductX
{MATH AND TRIG FUNCTIONS
{sum ‘Sumx,Round,MRound, Roundup,
| Rounddown,Rand,RandBetween , Sqrt, Trunc,
{Pi,log, Logt0,In,iso.ceiling, Ceiling, Floor,
{Iso.floor, Gcd,Led, Exp.Fact, Even, Odd, Product,
| Productx
STATISTICAL FUNCTIONS
s
Permut, Rank.eq, Rankx, Sample, Selectcolumns,
Summarize, TopN
| TABLE MANIPULATION FUNCTIONS,
| AddColumns, AddMissingltems, Crossjoin,
urrentGroup, ContainsStringExact, DataTable,
| DetailRows, DistinctColumn, DistinctTable, Except,
| Filters, Generate, GenerateSeries, Groupby,
| DataTable, Except, Intersect, Union, Symmarize
| Summarizecolumn, GenerateSeries, Naturallnnerjoin
| NaturalLeftOuterjoin, Treatas, Isempty, Row
{SelectColumns, Values,
| TEXTUAL FUNCTIONS
| Blank, Code,UnicharConcatinate, Combinevalues,
|Cacatinatex, Trim, Rept, Replace, Substitute, Find,
|Search, Format, Mid, Left, Right, Value
| Good material with Real-time scenarios
‘overed, a project with most of the
| DAX functionswww.vinaytechhouse.com
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ANALYSIS SERVICES -TABULAR MODEL Tabular Model
>Workspace Database , Workspace Server ,
Direct Query , Backup to disk
>Installation steps , error mechanisms EEL, > rd
Creating a tabular model and setting
>Data to the model , renaming tables,
filtering columns
>Rename Columns
>Monitoring relationships , Providing
| model
relationships Connect tive ¥
| >Create Hierarchies a
| >Create partitions
| >Create perspectives Power BI Desktop
| >Create Roles
| >Create KPIs
| >Deployment
| AZURE SESSIONS wo (@)
| >Azure cloud and introduction
| >Azure portal, resources, and resource ane Active SQL Resource
1 arouse rectory databases groups
> Azure account creation and pay-as-you-go
> Azure SQL Database, Data warehouse, & wie
Analysis Services Databases @ Analysis Services
> Azure Blob and Data Lake Storages
Introduction
> Azure Data Factory [ADF] Introduction
>ADF- Pipelines, Sources, Sync, and
Azure Log Analytics Workspace [Bi Data Lake Storage Gent
> Azure Active Directory [AAD]
2 Log Analytics workspaces
ee tale
Microsoft Power Automate [Microsoft flow] | Microsoft Power Apps
>Power Automate overview | >Power Apps Overview
>Flow.microsoft.com understanding with | ?Make.powerapps.com understanding
accounts and components >Understanding different apps
> Scheduling the Dataset refresh [Canvas, Model Driven, Portal from Blank]
>Implement set of operations using flow | >Power Apps few scenarios practice
APP showing Power BI Report [Embedding]
APP to connect to report and edit details
Create and manage a data form from
EMAIL, Dataset Refresh, Power APPsA BIG
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