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.

Objectives

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.

Audience

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

Format

A very practical, interactive one-day session for a maximum group size of 8. Comprehensive materials provided, including exercise files and a unique step-by-step guide developed by the trainer specifically for this programme.

This course can be run remotely online or face-to-face onsite.

Meet the trainer

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.

Alan now freelances and almost exclusively specialises in analytics using Microsoft Power BI as a platform, however he still provide clients with Excel training when requested to. His previous 25+ years within this sector includes both freelancing, and full time employment at various companies including, Lead Trainer at Go Courses, and Training Manager at Ultima Concepts.

See what some of the participants have said about the workshops he’s delivered for us:

‘Fantastic. Well-paced and easy to follow.’
‘Great experience.’
‘Very personable, relatable, patient and able to present complicated processes in an understandable way.’
‘Friendly and good at checking people are up to speed.’
‘Very good and explained and answered all questions.’
‘Explains everything well.’
‘Excellent teacher and very intelligent.’
‘Very knowledgeable would love to have him again if there is another course – thank you.’
‘Alan explains things very clearly and addresses issues on questions before they are visible. Thank you very much!’

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

Any questions? Please just give us a call on 01582 463463 – we’re here to help!