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Got a question - How can we help?
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  • Power BI – intermediate (1-day workshop to follow the 1-day introduction)

Power BI – intermediate (1-day workshop to follow the 1-day introduction)

A one-day workshop

This 1-day Intermediate Power BI course is designed for those who have attended the 1-day introduction course, or are already using Power BI Desktop and are ready to work with further analytical elements within Power BI reports. The course maintains a balanced look at the four different elements that make up Power BI including, the Power Query Editor to clean data, writing DAX formulas, data modelling, and creating enhanced dashboard visualisations.

learning objectives
  • The aim of this course is to provide a more complete understanding of the whole Power BI analytics process, by working with business examples that will equip you with the necessary skills to output comprehensive reports and explore Power BI's analytical capabilities in more depth.

Who should attend?

Managers and others who need to use or create reports and tables to support business management and decision-making. Our assumption is you are already a Power BI Desktop user and are comfortable with the fundamentals.

Format

A very practical, interactive one-day session for a maximum group size of 8. This course can be run remotely online or face-to-face onsite.

Expert trainer

Alan became a professional IT trainer in 1995, when on completion of an NVQ accreditation in IT, the organisation providing the course, Apex North London, asked if he would like to join their team, which he happily did. Alan went on to become a City & Guilds Assessor with them.

Session outline

1. Importing files

  • Importing a database
  • Import a folder of files
  • Methods of connecting to data
  • Managing file connections

2. Power Query Editor

  • Cleaning a folder of files
  • Add a custom column
  • Appending tables together
  • Hiding tables in reports
  • Fixing data errors

3. Merge queries

  • Merging tables

4. M functions

  • Adding a conditional column
  • Adding a custom column formula
  • Working with text functions
  • Write an IF formula

5. Pivoting tables

  • Pivot a table
  • Pivot without aggregation

6. Data modelling

  • Data model relationships
  • Mark a date table

7. DAX new columns

  • Creating DAX columns
  • The SWITCH function

8. The CALCULATE measure

  • Understanding CALCULATE filters
  • Add FILTER to CALCULATE
  • Controlling field summarisation

9. The SUMX measure

  • What is an iterator function?
  • Anatomy of SUMX
  • Create a SUMX measure
  • When to use X-functions

10. Time intelligence measures

  • Importance of a calendar table
  • Financial year with TOTALYTD
  • Viewing time intelligence visually
  • Comparing historical data
  • The DATEADD measure

11. Dashboard visualisations

  • Filtering across report pages
  • Drill into data with hierarchies
  • Compare data in groups

12. Power BI service

  • Getting quick insights
  • Download PowerPoint slide decks
  • Share reports in SharePoint
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Multiple delivery formats and options
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Tailored solutions

Get in touch

Give us a call now at 01582 463 463, or use the contact form below.

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How to find us

TIHTC

22 South Burgundy House
The Foresters, High Street
Harpenden, AL5 2FB

e. contact@tihtc.co.uk

t. +44 (0)1582 463 463

© 2024 TIHTC Ltd. All rights reserved

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