Advanced Microsoft Power BI

Introduction

• Reducing data headaches
• What you should know
• Using the exercise files
• Our project: Creating an advanced Power BI dashboard

1. How the Power BI Platform Works

• Understanding the Microsoft update process and Power BI Desktop vs. Pro
• Comparing Power BI to Tableau

2. Working with Data

• Employing efficient data strategies
• Importing and transferring data imported from an Excel, CSV, or TXT file
• Importing online data sources
• Uploading from a folder of data
• Querying a database
• Uploading a PDF

3. Query Editor

• Introducing Query Editor steps
• Transposing data tables
• Unpivoting data
• Appending data
• Splitting fields and columns
• Formatting data with text formulas
• Creating conditional formulas
• Filling up or filling down functionality
• Creating calculated formulas
• Introducing the M language
• Joining data tables

4. DAX Language

• Introducing DAX
• Introducing DAX measures
• Understanding DAX measure logic
• Evaluating DAX measures
• Leveraging the CALCULATE functionality
• Understand how filters work in CALCULATE function
• Leveraging the ALL function
• Understanding the FILTER functionality

5. Introduction to DAX Formulas

• Creating a separate table for measures
• Creating a table using GENERATESERIES formula
• Leveraging the POWER function
• Leveraging the DIVIDE function
• Introducing parameter-harvesting functions
• Introducing the X-factor functions
• Utilizing the X factor (SUMX, COUNTX, etc.) for ranges
• Utilizing quick measures

6. Advanced DAX Calculations

• Creating a date table using a formula
• Filtering between tables
• Utilizing IF statements with conditional functions
• Creating dynamic measures
• Introducing the DATEDIFF measure
• Working with disconnected tables
• Leveraging the BLANK function
• Using variables in formulas
• DATESBETWEEN and the X functions
• Introducing the DATEADD date calculations
• Introducing the MTD, QTD, and YTD date calculations

7. Graphing and Dashboard Design

• Leveraging chart design
• Sharing your work with others

Conclusion

• Next steps