Power BI

A1: Power BI is a business analytics tool by Microsoft that allows users to visualize data, share insights, and make data-driven decisions through interactive dashboards and reports. It integrates with a wide range of data sources, providing advanced analytics and real-time data capabilities.

A2: Power BI Service: An online SaaS (Software as a Service) platform for sharing and collaborating on Power BI reports.

Power BI Mobile: Mobile apps for iOS, Android, and Windows devices to view and interact with Power BI reports on the go.

Power BI Gateway: A bridge to connect and access on-premises data sources.

Power BI Report Server: An on-premises report server for hosting and sharing Power BI reports.

A3: Power BI can connect to a wide variety of data sources, including Excel, CSV files, SQL Server, Azure, Google Analytics, Salesforce, SharePoint, Oracle, and many more. It supports both cloud-based and on-premises data sources.

A4: Power BI reports can be shared through the Power BI Service by publishing them online. Users can share dashboards and reports via direct links, embedding them in applications, or by adding users and groups to workspaces. Reports can also be shared via Power BI Report Server for on-premises solutions.

A5: Power BI Free: Provides basic capabilities, including access to Power BI Desktop and the ability to create and view reports. Users can publish to the Power BI Service but cannot share reports or collaborate.

Power BI Pro: Includes all features of the free version plus additional capabilities for sharing, collaboration, and integration with other Microsoft services. It allows for peer-to-peer sharing, app workspaces, and advanced analytics.

Power BI Course Content:

Power BI Complete Introduction

 Power BI Introduction

 Data Visualization, Reporting

 Business Intelligence(BI), Traditional BI, Self-Serviced BI

 Cloud-based BI, On-Premise BI

 Power BI Products

 Power BI Desktop (Power Query, Power Pivot, Power View)

 Flow of Work in Power BI Desktop

 Power BI Service, Power BI Report Server, Power BI Mobile

 Flow of Work in Power BI / Power BI Architecture

 A Brief History of Power BI

PBI Desktop Installation Power BI Desktop & Power BI Service Overview

Power BI Desktop Software Installation

 Download & Installation of Power BI Desktop Software

 What are the Prerequisites to Installing Power BI Desktop Software

Power Query Software Overview

 Overview of Power Query / Power Query Editor

 How to Open Power Query / Power Query Editor Software

 Connecting to Data Sources and Extracting the Data

 Establish connection to the Excel source, SQL Server

 Importing Data into Power Query Editor

 Transforming the Data in Power Query Editor using GUI Options

 Loading the Data into Power Pivot

 Understanding the M(Mashup) Language behind the GUI Options

Power Pivot Software Overview

 Understanding about Power Pivot – A In Memory Columnar Database

 Advantage of In Memory Columnar Database

 Power Pivot – xVelocity In-memory Analytics Engine (Previously called Vertipaq)

 Overview of Data Modeling – Model View(Previously Relationship View)

 Enhancing the Data Model – DAX(Data Analysis eXpressions) Language – Data View

Power View Software Overview

 Overview of Visualizations, Fields, Field Wells

 Understanding Dimension Columns & Fact Columns

 Visualizing the Data using Power View and Power Maps – Report View

 Saving Report

 Publishing the Report to Power BI Service

Power BI Service Overview

 Power BI Service Overview

 Logon to Power BI Service

 Share the Reports with Clients

Power BI Desktop User Interface

 Understanding Power BI Desktop User Interface

 Fields Pane, Visualizations Pane, Filters Pane

 Ribbon, Multiple Views (Report View, Data View & Model View)

 Report Canvas, Pages Section

Building Blocks of Power BI

 Datasets, Visualizations, Reports, Dashboards & Tiles

Power Query

Introduction to Power Query & Power Query Editor User Interface

 Overview of Power Query / Query Editor

 How to Open Power Query / Query Editor

 Extracting the Data from Data Sources

 Transforming the Data using GUI Options

 Loading the Data in Power Pivot

 Query Editor UI(Queries Pane, Data Pane / Results Pane, Power Query Ribbon)

 Query Settings, Pane Applied Steps, Formula Bar

 Advanced Editor, Query Dependencies

 Understanding Power Query Conceptually

Data Processing, Data Types and Filters in Power Query

 How Data Processed in Power Query

 Data types, Changing the Data type of a Column, Detect Data Type

 Filters in Power Query and their Purpose

 Types of Filters in Power Query(Basic Filtering, Advanced Filtering)

 Auto Filter / Basic Filtering

 Filter a Column using Advanced Text Filters, Number Filters, Date Filters

 Filter Multiple Columns

Inbuilt Column Transformations

 Remove Columns / Remove Other Columns, Choose Columns, Go To Column

 Name or Rename a Column

 Reorder Columns or Sort Columns(Move Left, Right, To Beginning, To End)

 Column from Examples( From All Columns, From Selection)

 Add Column / Custom Column

 Duplicate Column, Split Column, Merge Columns

 PIVOT, UNPIVOT Columns, Transpose Columns

 Replace Values, Remove Empty

In built-row transformations

 Header Row or Use First Row as Headers, Use Headers as First Row

 Keep Top Rows, Keep Bottom Rows, Keep Range of Rows

 Keep Duplicates, Keep Errors

 Remove Top Rows, Remove Bottom Rows, Remove Alternative Rows

 Remove Duplicates, Remove Blank Rows, Remove Errors

 Group Rows / Group By

Combine Queries (Merge Queries & Append Queries)

Merge Queries / Join Tables

 Merge Queries, Merge Queries as New

 Need of Merge Queries, Minimum Requirements to Perform Merge Queries

 Types of Joins / Join Kinds / Merge Type

 Left Outer (all from first, matching from second)

 Right Outer (all from second, matching from first)

 Full Outer (all rows from both)

 Inner (only matching rows)

 Left Anti (rows only in first), Right Anti (rows only in second)

 Cartesian Join or Cross Join, Self-Join

 Merging the Tables using Multiple Join Conditions

 How to Merge 3 Tables

 Use the Fuzzy Matching Option

Append Queries / Union ALL Tables

 Append Queries, Append Queries as New

 Minimum requirements to perform Append Queries

 Append Two Tables, Append Three or More Tables

 Folder as Source

 Appending Multiple Files of the same type from a folder using a Single Query

 Appending Multiple Excel Files and Multiple Sheets using a Single Query

 Union All, How to get Union Result

Query Options

 Copy Query, Paste Query, Delete Query, Rename Query

 Enable Load, Include in report Refresh

 Duplicate Query, Reference Query

 Move to Group, Move Up, Move Down

 Create Function, Convert To Parameter

 Advanced Editor, Properties

Home Tab Options

 Close & Apply, Apply, Close

 New Source, Recent Sources, Enter Data, Data Source Settings

 Manage Parameters( Manage Parameters, Edit Parameters, New Parameter)

 Suggested Values(Any Value, List of Values, Query), Convert to List

 Query Parameters and Power BI Templates

 .pbix(Power BI File) and .pbit(Power BI Template File)

 Refresh Preview, Refresh All, Cancel Refresh

 Sorting Data

Transform Tab Options

 Reverse Rows, Count Rows, Replace Values, Replace Errors, Fill Down, Fill Up

 Text Column, Number Column, Date & Time Column Options

 Structured Column(Expand, Aggregate, Extract Values)

 Run R Script, Run Python Script

Add Column Tab Options

 Create Custom Function, Invoke Custom Function

 Conditional Column, Index Column, Duplicate Column

 From Text, From Number, From Date & Time Column Options

View Tab, Tools Tab & Help Tab Options

Power Pivot

Power Pivot Software Overview

 Understanding of Power Pivot – A In Memory Columnar Database

 Advantage of In Memory Columnar Database

 Power Pivot – xVelocity In-memory Analytics Engine (Previously called Vertipaq)

 Overview of Data Modeling – Model View(Previously Relationship View)

 Enhancing the Data Model – DAX(Data Analysis eXpressions) Language – Data View

Power BI Data Modeling – Model View (Previously Relationship View)

 Data Modeling Introduction

 Relationships, Need of Relationship Between Tables

 Dimension Column, Fact Column, Dimension Table, Fact Table

 Star Schema, Snowflake Schema

 Galaxy Schema Hybrid Schema or Fact Constellation Schema

 Relationship Types / Cardinality in General

 One-to-One, One-to-Many (or Many-to-One), Many-to-Many

 AutoDetect the relationship, Create a new relationship

 Edit existing relationships, Delete a relationship

 Make Relationship Active or Inactive

 Cross filter direction (Single, Both), Apply Security Filter in Both Directions

 Assume Referential Integrity

Enhancing the Data Model – DAX

 What is DAX(Data Analysis Expressions) Language – Functional Language

 New Column, New Measure / Quick Measure, New Table

 DAX Table and Column Name Syntax

 Creating New Column, Creating New Measure

 Implicit Measures, Explicit Measures

 Difference Between New Columns & New Measures

 DAX Operators, Types of Operators

 Arithmetic Operators, Comparison Operators

 Text Concatenation Operator, Logical Operators

DAX Functions – Categories

 Text Functions

 Logical Functions

 Date and Time Functions

 Filter Functions

 Math & Statistical Functions

 Time Intelligence Functions

DAX Text Functions

 LEN, CONCATENATE (&)

 LEFT, RIGHT, MID

 UPPER, LOWER

 TRIM, SUBSTITUTE, REPLACE, BLANK

DAX Logical Functions

 IF, Nested IF

 TRUE, FALSE, NOT, OR, IN, AND

 IFERROR

 SWITCH

DAX Date & Time Functions

 Creating a Date Dimension Table for performing Time Intelligence Analysis

 YEAR, QUARTER, MONTH, DAY

 WEEKDAY, WEEKNUM

 FORMAT (Text Function)  Month Name, Weekday Name

 DATE, TODAY, NOW

 HOUR, MINUTE, SECOND, TIME

 DATEDIFF, YEARFRAC, CALENDAR, CALENDARAUTO

 EDATE, EOMONTH, DATE VALUE

 Week Number of Month, Fiscal Year, Fiscal Quarter

DAX Filter Functions

 CALCULATE, CALCULATE TABLE

 ALL, ALL SELECTED, ALLEXCEPT

 RELATED, RELATED TABLE

 LOOKUPVALUE (Information function)

 USE RELATIONSHIP

 FILTER, DISTINCT(Column), DISTINCT(Table), VALUES, SELECTEDVALUE

DAX Math and Statistical Functions

 INT, ROUND, ROUNDUP, ROUND DOWN

 DIVIDE, EVEN, ODD, POWER, SIGN, SQRT, FACT

 SUM, SUMX, MIN, MINX, MAX, MAXX, COUNT, COUNTX

 AVERAGE, AVERAGEX

 COUNTROWS, COUNTBLANK

 RANKX, SUMMARIZE

DAX Time Intelligence Functions

 Time Intelligence Introduction

 Date Dimension Table, Mark as Date Table

 TOTALMTD, TOTALQTD, TOTALYTD

 PREVIOUSDAY, PREVIOUSMONTH, PREVIOUSQUARTER, PREVIOUSYEAR

 NEXTDAY, NEXTMONTH, NEXTQUARTER, NEXTYEAR

 SAMEPERIODLASTYEAR

 YOY Growth, QOQ Growth, MOM Growth

 FIRSTDATE, LASTDATE

Quick Measures

 Creating Measures without writing the DAX Formula using Quick Measures

 Sales YoY%, Sales YTD, Sales MTD

Power View

Report View / Power View

 Report View User Interface / Power BI Desktop User Interface

 Fields Pane, Visualizations pane, Filters Pane

 Ribbon, Multiple Views, Report Canvas, Pages Section

 Fields, Filed Wells, Formatting, Analytics

Visuals Interactions

 Visual Interactions

 Interaction Type (Highlight, Filter, None)

 Visual Interactions Default Behavior

 Changing the Default Interaction Behavior, Edit Interactions

Filters in Power View

 Filters, Filter Types in Power View

 Filters on this Visual, Filters on this Page, Filters on All Pages

 Drill Through Filters, Cross Report Drill Through, Keep All Filters

 Filter Sub Types – Basic Filtering, Advanced Filtering, Top N, Relative Date Filtering

 Numeric field filters, Text field filters, Date and Time field Filters

Hierarchies and Drill-Down Reports

 Hierarchy Introduction, Default Date Hierarchy

 Creating Hierarchy, Creating Custom Date Hierarchy, Change Hierarchy Levels

 Drill Actions – Drill Down, Drill Up, Show Next Level, Expand Next Level

 Apply Drill Down filters to Selected Visual

Power BI Visualizations

 Visualizing Data, Why Visualizations

 Visualization types, Field Wells

 Visuals for Filtering, Visualizing Categorical Data, Visualizing Trend Data

 Visualizing KPI Data, Visualizing Tabular Data, Visualizing Geographical Data

 Leveraging Power BI Custom Visuals

Visuals for Filtering

 Slicer Visualization, When to use a Slicer

 Create and format Slicer Visualization

 Hierarchy Slicer (Custom Visualization)

 When to use a Hierarchy Slicer, Create and format Hierarchy Slicer

 Advantages of Hierarchy Slicer

 Play Axis (Dynamic Slicer) – Custom Visualization

 When to use a Play Axis Visual, Create and format Play Axis Visual

Visualizing Categorical Data

 Purpose of Pie and Donut Charts, Create and Format Pie and Donut Charts

 Purpose of Treemap Visual, Create and Format the Tree Map Visual

 Purpose of Bar & Column Charts

 Create and Format Bar and Column Charts

 Create and Format Stacked Bar Chart, Stacked Column Chart

 Create and Format Clustered Bar Chart, Clustered Column Chart

 Create and Format 100% Stacked Bar Chart, 100% Stacked Column Chart

 Purpose of Scatter Chart, Create and Format Scatter Chart

Visualizing Trend Data

 Purpose of Line and Area Charts

 Create and Format Line Chart, Area Chart, Stacked Area Chart

 Combo Charts

 Create and Format Line and Stacked Column Chart, Line and Clustered Column Chart

 Create and Format Ribbon Chart, Waterfall Chart

Visualizing KPI Data

 Create and Format Gauge Visual, KPI Visual

 Create and Format Card Visualization, Multi Row Card

 Create and Format Funnel Chart

Visualizing Tabular Data

 Create and Format Table Visual, Matrix Visualization

Visualizing Geographical Data

 Create and Format Map Visual, Filled Map Visual

Grouping, Binning & Sorting

 Grouping and Binning Introduction

 Using grouping, Creating Groups on Text Columns

 Using binning, Creating Bins on Number Column and Date Columns

 Sorting Data in Visuals, Changing the Sort Column, Changing the Sort Order

 Sort using column that is not used in the Visualization

 Sort using the Sort by Column button

Tooltip Page

 Create a Report Tooltip Page, Configure your Tooltip Report Page

 Manually setting a Report Tooltip

Bookmarks, Selection Pane & Buttons

 Bookmarks, Selection Pane & Buttons

 Changing the chart type dynamically

 Changing the Axis of Chart Dynamically

Power BI Service

Power BI Service Introduction

 Power BI Service Introduction, Power BI Cloud Architecture

 Cloud Vs. On Premise

 Creating Power BI Service Account, SIGN IN to Power BI Service Account

 Power BI Pro & Power BI Premium

 My Workspace & Project Workspace

Adding Dataset to Power BI Service and Creating Multiple New Reports

 Publishing Reports to the Power BI service, Import / Getting the Report to PBI Service

 Creating Multiple Reports using Dataset

 Power BI Datasets Live Connection using Desktop to Create New Report

 Creating New Reports in Cloud using Published Datasets

 Shared and Certified Datasets, Sharing Dataset across Multiple Projects

Dashboards Development

 Dashboard, Creating Dashboards using Multiple Reports

 Pin Visuals and Pin LIVE Report Pages to Dashboard

 Advantages of Dashboards

 Interacting with Dashboards

 Adding Tiles to Dashboards

 Web Content, Image, Text Box, Video

 Formatting Dashboard

Building Blocks of Power BI

 Datasets, Visualizations, Reports, Dashboards & Tiles

Data Connectivity Modes in Power BI

 Import, Direct Query & Connect Live / Live

Installing & Configuring the Data Gateways

 Introduction to Data Gateways, How Data Gateways Work

 Connect to an on-premise Data Source by using a Data Gateway

 Download Data Gateway, Installing a Data Gateway

 Types of Gateways – Enterprise & Personal Gateway

 Difference Between Enterprise & Personal Gateway

 Manage Data Gateway

 Sharing the Gateway, Add and Remove Administrators

 Add Data Source, Add or Remove Users to a Data Source

 Refresh On-Premise Data

 Configuring Automatic Refresh using Schedules

 Full Refresh / Truncate & Load, Incremental Refresh the Data in Dataset

Understanding Subfolder in Workspace

 Datasets + Dataflows – Dataflows, Datasets

 Content – Workbooks, Reports & Dashboards

 All – Dataflows, Datasets, Workbooks, Reports & Dashboards

Dataflows

 Dataflows, Purpose of Dataflows

 Creating and Working with Dataflows

 Using Dataflows to Create a Dataset in Power BI Desktop

 Power BI Architecture with Dataflows

Dataset Actions

 Refresh, Schedule Refresh, Analyze in Excel, Create Report

 Delete Dataset, Get Quick Insights, Security, Rename, Settings, Download .pbix

 Manage Permissions, View Lineage

Excel Workbooks

 Import Excel Data into Power BI as a Dataset

 Upload your Excel file to Power BI

Report Actions

 Share, Mark as Favorite, Analyze in Excel, Delete, Quick Insights, Save a Copy, Settings

 View usage Metrics Report, View Lineage

Dashboard Actions

 Share, Mark as Favorite, Delete, Settings, View usage Metrics Report, View Lineage

Team Collaboration in Power BI using Workspaces

 Introduction to Workspaces

 Classic Workspaces, Upgraded Workspaces

 Create an Workspace, Add Members to Workspace to Collaborate

 Workspace Access – Admin, Member, Contributor, Viewer Roles

Sharing Power BI Content using Basic Sharing, Content Packs and Apps

 Sharing Reports & Dashboards using Direct Sharing / Basic Sharing

 Content Pack Introduction

 Create Content Pack, Sharing Content Packs

 Specific Groups, My Entire Organization

 Selecting the Content / Items to Publish or Share

 Introduction to App

 Publish an App, Update a Published App

 Manage Content in App, Include in App, Exclude in App

 Sharing App

 Entire Organization, Specific individuals or group

 Un publishing an App

Row Level Security in Power BI

 Introduction to Row Level Security

 Row Level Security (RLS) with DAX

 Manage Roles, Creating Roles, Testing Roles

 Adding Members to Roles in Power BI Service

 Dynamic Row Level Security

 Creating Users Table and Adding to the Model

 Capturing users using UserName () or UserPrincipalName () DAX Functions

Syncing Published Power BI Report Files Using OneDrive

 Refresh a Dataset stored on OneDrive

 Schedule Refresh the Dataset stored on OneDrive

Deployment Pipelines

 Create a Deployment Pipeline

 Assign a workspace to a Deployment Pipeline