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Microsoft

Empower modern analytics and business intelligence data cultures with Excel, Power BI, MS Teams, and SharePoint

Microsoft via Microsoft Learn

Overview

  • Module 1: This module introduces the Microsoft modern analytics core suite of tools, including Office 365/Excel 2016+, Power Query, Data Model, Power BI Desktop, and Power BI service. By using modern analytics technologies, you and your organization can work faster, more efficiently, and smarter by using Excel together with Power BI.
  • In this module, you will:

    • Learn about modern analytics.
    • Discover the benefits of the Microsoft modern analytics technology suite of tools, such as Office 365/Excel 2016+, Power Query, Data Model, Power BI Desktop, and Power BI service.
    • Learn about the ecosystem of modern analytics and the roles of people in your organization who use the technologies.
    • Install and update modern analytics applications.
  • Module 2: This module introduces Power Query in Microsoft Excel, a powerful data connection, cleaning, and shaping technology that is a core part of the Microsoft modern analytics suite of business intelligence tools.
  • In this module, you will:

    • Learn about the role of Power Query in the modern analytics ecosystem.
    • Launch Power Query from Excel.
    • Navigate the user interface (UI) of Power Query.
    • Connect to disparate data sources by using Power Query.
    • Use Power Query to clean and transform data for a data model.
  • Module 3: This module introduces the key concepts that are related to developing a well-organized data model.
  • In this module, you will:

    • Learn about the role and benefits of a data model in the Microsoft Modern Analytics ecosystem.
    • Learn how Power Query feeds a data model.
    • Discover the four foundational data modeling concepts.
  • Module 4: Microsoft's Power BI combines the Power Query's extraction, transformation, and loading capabilities with DAX and a relational data model in a new application with new features.
  • In this module, you will:

    • Similarities between Excel and Power BI as it relates to data connection, transformation, and overall modeling experience.
    • Navigating the Power BI interface.
    • Importing data from various data sources into Power BI.
    • Importing existing data models and Power Query solutions from Excel into Power BI.
  • Module 5: Power BI enables report authors to produce interactive reports using visuals, slicers, bookmarks, and more.
  • In this module, you will:

    • Identify how Power BI Desktop empowers data exploration.
    • Utilize the interactive capabilities of Power BI Desktop.
    • Learn how user-friendly Power BI is for designing reports.
  • Module 6: This module reviews securing, sharing, and publishing Microsoft Power BI reports as part of Power BI service.
  • In this module, you will:

    • Share reports in Power BI.
    • Create scorecards with goals in Power BI.
    • Configure row-level security for a Power BI report.
    • Publish a Power BI data model to a workspace.
    • Control access to a workspace.
    • Create comments and personal bookmarks in a report.
    • Use endorsements to certify or promote datasets.
    • Protect data with Microsoft Information Protection (MIP).
    • Apply refresh and alert schedules for a Power BI report.
  • Module 7: This module introduces potential ways that people can use Excel and Power BI together. Power BI is a great tool for telling a story through visuals; occasionally, it's beneficial to use Excel for analysis. Excel can make a connection to a Power BI dataset, enabling you to analyze the data by using PivotTables.
  • In this module, you will:

    • Configure a connection to Power BI datasets within Excel.
    • Learn about security configuration across applications.
    • Build Excel reports by using a Power BI dataset and cube formulas.
    • Enable Excel users to access featured tables.
    • Use new Microsoft Office 365/Excel 2016+ formulas XLOOKUP(), FILTER(), and LET().
    • Identify lineage from data source to dashboards.
    • Use Excel together with Power BI.
  • Module 8: This module goes into the different ways users can incorporate Power BI reports or visuals into Microsoft Teams and SharePoint to collaborate with others. This functionality allows users to pair analytics with collaboration tools they are already familiar with.
  • In this module, you will:

    • Share a Power BI report or visuals within Microsoft Teams and SharePoint Online
    • Develop Power BI reports based on SharePoint Online data

Syllabus

  • Module 1: Introduction to modern analytics using Excel and Power BI
    • Introduction
    • Benefits of modern analytics
    • Ecosystem of modern analytics
    • Roles of modern analytics
    • Install and update modern analytics applications
    • Check your knowledge
    • Summary
  • Module 2: Automate data cleaning with Power Query
    • Introduction
    • Explore the Power Query user interface
    • Import data
    • Common data challenges and Power Query transformations
    • Lab 01 - Use Power Query in Excel
    • Check your knowledge
    • Summary
  • Module 3: Introduction to foundations in data modeling
    • Introduction
    • Data model relationships
    • Data model table types
    • Data model measures
    • Data model calculated columns
    • Data model benefits
    • Check your knowledge
    • Summary
  • Module 4: Transition from Excel to Power BI
    • Excel to Power BI introduction
    • Power Query in Power BI Desktop
    • Data modeling in Power BI Desktop
    • Exercise - Import to Power BI Desktop
    • Check your knowledge
    • Summary
  • Module 5: Design interactive data experiences with Power BI Desktop
    • Introduction
    • Use Power BI
    • Use Power BI to build a data model
    • Check your knowledge
    • Summary
  • Module 6: Secure, publish, and share data in Power BI
    • Share and use reports in Power BI
    • Row-level security
    • Publish a report to a Power BI workspace
    • Share reports and user experience
    • Protect data in Power BI
    • Data refresh and alerts
    • Check your knowledge
    • Summary
  • Module 7: Transcend data analysis together with Power BI and Excel
    • Enable compatibility with Excel
    • Connect Excel to Power BI datasets
    • Dataset types and security
    • Convert PivotTables to formulas
    • Office 365/Excel 2016+ formulas
    • Featured tables and lineage
    • Excel and Power BI are better together
    • Exercise - Creating an Excel report using a Power BI Dataset
    • Exercise - Excel and Power BI service better together
    • Check your knowledge
    • Summary
  • Module 8: Integrate Power BI in Microsoft Teams and SharePoint
    • Introduction
    • Power BI together with Microsoft Teams
    • Power BI together with SharePoint Online
    • Check your knowledge
    • Summary

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