Microsoft® Power BI for the Desktop User: Part 1

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This course is designed for individuals with a high level of aptitude in using data collection and storage programs, namely Excel and or Access. It is highly beneficial that the user has a moderate to advanced knowledge of data normalization and working with relational data. This course will also take spreadsheet data in improper data format and transform it into usable data via Power BI’s Query Editor.

Objective: Upon successful completion of this course the user will be able to navigate the Power BI interface, explore data diagrams, model and query data.

LESSON 1: GETTING STARTED WITH POWER BI

• OVERVIEW OF POWER BI
  • Comparisons to other programs
  • Power BI Applications
  • Visualizations of Data
• EXPLORING THE POWER BI INTERFACE
  • The Fields Pane
  • The Visualization Pane
  • The Filters Pane
• POWER BI VIEWS
  • The Report View
  • The Data View
  • The Model View

LESSON 2: CONNECTING TO DATA SOURCES

• MAKING A DATA CONNECTION
  • Import Mode
  • LiveConnect
  • DirectQuery
  • Push Mode
• GETTING DATA
• Understanding Relational Data
• Managing Relationships

LESSON 3: MODELING DATA WITH QUERIES

• USING THE QUERY EDITOR
  • Transforming Data
    1. Removing Rows
    2. Using First Row as Headers
    3. Splitting Column Data
    4. Renaming Columns
    5. Unpivoting Columns
    6. Changing the Data Type
    7. Removing Applied Steps
  • FORMATTING FIELDS IN DATA VIEW
  • CREATING A CALCULATED COLUMN
  • CATEGORIZING GEOGRAPHICAL DATA

IMPORTANT INFORMATION ABOUT PARTICIPATION:  As part of our sponsorship with NASBA, we have agreed to provide at least three (3) instances of engagement per CPE hour (50 minutes).  These may come in the form of open-ended questions, hand-raising, polling, and other techniques.  You MUST answer or respond to all three opportunities to engage in order to receive credit for that CPE hour.   Knowledge Source Inc. retains these responses after all CPE classes for audit purposes.

Knowledge Source Inc. is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: www.nasbaregistry.org.