Microsoft® Power BI for the Desktop User – 1 Day

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Prerequisites: Excel Level 3, Extreme Excel, Excel Data Tables and Pivot Tables featuring Power Pivot, Microsoft Access Introduction (or demonstrated proficiency).

Objective:
Upon successful completion of this course, participants will be able to confidently navigate the Power BI interface, connect to various data sources, build robust data models, and create effective visualizations and reports for analytical review.

Course Description:
This course is designed for individuals who are already proficient in data collection and storage applications such as Excel and Access. It is ideal for users with a moderate to advanced understanding of data normalization and relational databases, as well as experience in modifying charts/graphs and creating advanced formulas and functions. Throughout the course, learners will explore the Power BI environment to connect external data sources, work with data relationships, create dynamic calculations, and design visually compelling reports. The hands-on modules will empower you to leverage Power BI’s robust capabilities for in-depth data analysis and decision-making.

Course Highlights:

• Exploring the Power BI interface
• Connecting to diverse data sources
• Developing and managing a data model
• Querying and transforming data
• Creating and customizing visualizations and charts
• Implementing advanced formulas using DAX
• Drilling down into hierarchal data
• Applying data filters for refined analysis

Module 1: Introduction to Power BI Desktop

• Overview of the Power BI Ecosystem:
  Understanding the purpose and benefits of BI tools
  Comparing Power BI with other data visualization tools

• Navigating the Interface:
  Ribbon, menus, and layout overview
  Customizing the workspace for efficiency

Module 2: Connecting to Data Sources

• Data Source Connectivity:
  Importing data from Excel, Access, and other external sources
  Exploring built-in connectors and APIs

• Data Refresh & Management:
  Setting up scheduled refreshes
  Handling large datasets and data integrity

Module 3: Data Modeling and Relationships

• Building a Robust Data Model:
  Principles of data normalization and relational database design
  Creating and managing relationships between tables

• Advanced Modeling Techniques:
  Handling many-to-many relationships
  Optimizing the data model for performance

Module 4: Data Transformation and Querying

• Power Query Editor:
  Data cleaning and transformation techniques
  Merging, filtering, and shaping data for analysis

• Querying Data:
  Basic to advanced query operations
  Implementing custom transformations

Module 5: Creating Visualizations and Reports

• Developing Visuals:
  Overview of built-in charts and graphs
  Customizing visual elements for clarity and impact

• Interactivity and Drill-Down Techniques:
  Configuring drill-down hierarchies
  Using filters, slicers, and bookmarks to enhance interactivity

 Module 6: Advanced Calculations with DAX

• Introduction to DAX (Data Analysis Expressions):
  Fundamentals of DAX syntax and functions
  Creating calculated columns and measures

• Practical DAX Applications:
  Building advanced formulas for dynamic insights
  Debugging and optimizing DAX calculations

Module 7: Enhancing Data Analysis and Reporting

• Analytical Review Techniques:
  Integrating advanced filtering and slicing methods
  Best practices for data storytelling and report design

• Custom Visualizations and Extensions:
  Exploring marketplace visuals and custom visuals
  Integrating external analytics tools with Power BI

Module 8: Final Project and Course Wrap-up

• Capstone Project:
  Bringing together all course elements to build a comprehensive Power BI report
  Real-world scenarios and case studies

• Review and Best Practices:
  Recap of key concepts
  Q&A session and discussion of common challenges

• Next Steps:
  Resources for further learning and advanced topics
  Certification and career development tips

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.