Learning Power BI

On site MS Power BI workshops

Power BI workshops

We are ready to organize the workshops at your office or external site, customized for your company or team. We welcome any participants from beginners to experts, moreover, according to your needs, we deliver trainings specifically for programmers. We prepare our presentations with customized content, including sample data typical to your industry and reporting solutions.

Optimal number of participants: 5-15

Registration

Examples of custom content:

Power BI basics

1-day introduction

Self-service Power BI and reporting basics

2 days workshop

Self-service Power BI and reporting

4 days workshop

Goal:

  • In one day, we introduce the main functions of Power BI, and major components
  • We create a simple report in Power BI Desktop, which is capable to render both in web browser and mobile device.
  • We publish the report to Power BI Service in the cloud, and create a dashboard with natural language query (Q&A)
  • We open the published report and the dashboard in a web browser and on a mobile device, and we learn the relevant functions
  • We share the report with our colleagues and
  • Finally, we print and export the report and the data in different formats.

 To whom this workshop could be useful?

  • Power BI end users
  • Power BI report creators, focusing on data visualization

Contents:

Introducing the Power BI ecosystem

Power BI Desktop:

  • Loading data from different data sources to the Power BI data model
    • Differences between imported and DirectQuery datasets
    • Learn about the basic types of data sources, Excel, Web, PDF
    • Basic data transformation and data cleansing functions in PowerQuery
  • Creating reports from the data model using different visualizations
    • Basic elements: text, image, shapes, buttons
    • Table and matrix
    • Filters and slicers
    • Bar and column charts
    • Trend analysis visuals
    • Distribution visuals
    • Maps
    • Mobile reports
    • Report page tooltips and drillthrough
    • AI-driven visuals
  • Publish to the Power BI Service

Power BI Service:

  • Introducing Power BI Home
  • Workspaces - dashboards, reports, datasets
  • Creating dashboards from existing reports and using the Q&A function
  • Functions regarding opening reports and dashboards in a browser
  • Collaboration: share and comment reports and dashboards
  • Printing and exporting reports and dashboards

Power BI Mobile:

  • Functions regarding opening reports and dashboard on mobile devices
  • Differences between portrait and landscape modes
  • Collaboration: share and comment reports and dashboards

Goal:

  • Learn the possibilities in Power BI and major components in detail
  • We create a simple report in Power BI Desktop, which is capable to render both in web browser and mobile device
  • We publish the report to Power BI Service in the cloud, and create a dashboard with natural language query (Q&A)
  • We open the published report and the dashboard in a web browser and on a mobile device, and we learn the relevant functions
  • We share the report with our colleagues, we print and export the report and the data in different formats.
  • We learn to use different data sources, import, DirectQuery and composite datasets
  • Data modeling and the basics of the DAX language
  • Data storytelling, with bookmark navigation and interactive reporting methods

To whom this workshop could be useful?

  • Users working with Excel functions and reports, Power BI report builders (e.g. business analysts, controllers, financial specialists)
  • For users wanting more than they can learn on the 1-day workshop

Contents:

 Introducing the Power BI ecosystem

 Power BI Desktop:

  • Loading data from different data sources to the Power BI data model
    • Import datasets, DirectQuery and composite data models
    • Learn about many types of data sources, CSV, Excel, SQL Server, Folder, Web, Pdf, Access etc.
    • Deep knowledge of the features of PowerQuery
    • Optimization methods, best practices
  • Data modeling with the VertiPaq engine
    • Data model: tables, relationships and hierarchies
    • Types of relationships, cross-filter directions, active/inactive relationships
    • Data modeling best practices
    • DAX language basics, computed columns and measures, computed tables, writing simple DAX queries
    • Quick Measures
    • Creating what-if analysis based on parameters
  • Creating reports from the data model using different visualizations
    • Basic elements: text, image, shapes, buttons
    • Table and matrix
    • Filters and slicers
    • Bar and column charts
    • Trend analysis visuals
    • Distribution visuals
    • Maps
    • Mobile reports
    • Report page tooltips and drillthrough
    • AI-driven visuals
    • Dynamic, expression-based formatting
  • Reporting techniques with Bookmarks
    • Bookmarks, spotlights
    • Differences between bookmarks created by the report developer and personal bookmarks
    • Navigation with bookmarks
    • Data storytelling, slideshows
  • Publish to the Power BI Service

 Power BI Service:

  • Introducing Power BI Home
  • Workspaces - dashboards, reports, datasets
  • Creating dashboards from existing reports and using the Q&A function
  • Functions regarding opening reports and dashboards in a browser
  • Collaboration: share and comment reports and dashboards
  • Printing and exporting reports and dashboards

 Power BI Mobile:

  • Functions regarding opening reports and dashboard on mobile devices
  • Differences between portrait and landscape modes
  • Collaboration: share and comment reports and dashboards

Goal:

  • Learn the possibilities in Power BI and major components in detail
  • We create a simple report in Power BI Desktop, which is capable to render both in web browser and mobile device
  • We publish the report to Power BI Service in the cloud, and create a dashboard with natural language query (Q&A)
  • We open the published report and the dashboard in a web browser and on a mobile device, and we learn the relevant functions
  • We share the report with our colleagues, we print and export the report and the data in different formats.
  • We learn to use different data sources, import, DirectQuery and composite datasets
  • Data storytelling, with bookmark navigation and interactive reporting methods
  • PowerQuery and Power BI Dataflows in detail
  • Learn the DAX language in detail
  • Learn advanced data modeling

To whom this workshop could be useful?

  • BI/DWH developers
  • For users wanting more than they can learn on the 2 day workshop 

Contents:

Day 1:

  • Introducing the Power BI ecosystem
  • Power BI Desktop:
    • Loading data from data sources:
      • Imported datasets vs DirectQuery
      • Learn about many types of data sources: CSV, Excel, SQLServer, Mappa, Web, PDF, SharePoint, etc.
      • Deep knowlege of the features of PowerQuery
      • Handling missing values, data profiling
      • Discovering and handling of data errors and ETL errors
      • AI Insights in Power Query
      • Power Query M Formula Language basics, functions, parameters, templates
      • Creating a date table from M Formula Language
      • Optimization methods, best practices

Day 2:

  • Power BI Desktop:
    • Creating reports from the data model using different visualizations
      • Basic elements: text, image, shapes, buttons
      • Table and matrix
      • Filters and slicers
      • Bar and column charts
      • Trend analysis visuals
      • Distribution visuals
      • Maps
      • Mobile reports
      • Report page tooltips and drillthrough
      • AI-driven visuals
      • Dynamic, expression-based formatting
    • Reporting techniques with Bookmarks:
      • Bookmarks, spotlights
      • Differences between bookmarks created by the report developer and personal bookmarks
      • Navigation with bookmarks
      • Data storytelling, slideshows
    • Publish to Power BI Service
  • Power BI Service:
    • Introducing Power BI Home
    • Workspaces - dashboards, reports, datasets
    • Creating dashboards from existing reports and using the Q&A function
    • Functions regarding opening reports and dashboards in a browser
    • Collaboration: share and comment reports and dashboards
    • Printing and exporting reports and dashboards
    • Managing gateways, data sources and datasets, configuring scheduled refreshes
  • Power BI Mobile:
    • Functions regarding opening reports and dashboards in a browser
    • Differences between portrait and landscape modes
    • Collaboration: share and comment reports and dashboards
  • Power BI Desktop:
    • DAX language #1:
      • DAX language basics, computed columns and measures, computed tables, writing simple DAX queries
      • Aggregation functions, SUM vs SUMX
      • Basic table functions (FILTER, ALL, VALUES)
      • Implementing the first DAX formulas
      • Editing and formatting multiline DAX formulas

Day 3:

  • Power BI Desktop:
    • Data Modeling #1:
      • Data model: tables, relationships and hierarchies
      • Types of relationships, cross-filter directions, active/inactive relationships
      • Handling bidirectional cross-filtering issues, avoiding circular dependencies
    • DAX language #2:
      • More complex DAX samples (average sales on weekdays / weekends, slicer based scenario analysis)
      • Evaluation contexts: filter context and row context
      • CALCULATE function
      • Context transition
      • Time intelligence: time-related functions, date table from DAX
      • Showing the selected item name
      • Differences between ALL and ALLSELECTED
      • DAX patterns: static and dynamic segmentation, dynamic slicers, parameter table, dynamic X-axis, slicer based calculation method
    • Quick Measures
    • Creating what-if analysis based on parameters
  • Power BI Service:
    • Shared datasets, Reusing a dataset over workspaces, Power BI reports connected to Power BI datasets using Live Connection
    • Promoting and certifying a dataset
    • Premium dedicated capacities, XMLA endpoints

Day 4:

  • Power BI Desktop:
    • Data modeling #2:
      • Tips and tricks for data modeling, best practises
      • Composite data models and optimizing performance using aggregations
    • Row-level security:
      • Static and dynamic RLS
      • Handling organizational hierarchies
      • Handling multiple companies and multiple cost centers
    • DAX language #3:
      • Handling relationships from DAX: RELATED, RELATEDTABLE, USERELATIONSHIP
      • Virtual relationships: INTERSECT, TREATAS
      • Calculated and virtual tables: SUMMARIZE, SUMMARIZECOLUMNS, SELECTEDCOLUMS, ADDCOLUMNS, CALCULATETABLE, ROW, UNION
      • DAX patterns: top N and others, ranks
  • Power BI Service:
    • Dataflows:
      • Limitations of PowerQuery and shared datasets
      • Dataflows, standard and custom entities, CDM
      • Azure Data Lake Storage Gen2 based storage
      • Premium capacity: linked and computed entities
      • Migrating previous PowerQuery samples to dataflows and implementing additional samples using dataflows
      • Typical use cases for dataflows
      • Using our own Azure Data Lake Storage, external CDM folders
      • DirectQuery options
    • Data lineage view
  • Day-by-day used open source tools:
    • VertiPaq Analyzer
    • DAX Studio
    • Tabular Editor
    • Power BI Helper

Why choose us?

Because we teach by doing and demonstrating, with more than one instructor if needed, solving specific use cases, even specific programming tasks to show the possibilities of reporting in Power BI.

Our teachers are developers working with BI technologies every day, experienced in numerous project and have current Power BI certifications.

Companies where we organised workshops:

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