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Microsoft

Power BI for Tableau users

Microsoft via Microsoft Learn

Overview

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  • Module 1: This module explores how Microsoft Power BI and Tableau connect to data and help you build visualizations.
  • After completing this module, you will be able to:

    • Describe the Power BI Desktop interface.
    • Connect to your data in Power BI Desktop by using the DirectQuery and Import methods.
    • Describe the importance of relationships in your Power BI data models.
    • Build a visualization in Power BI Desktop.
    • Apply conditional formatting to help analysts detect critical issues and identify patterns in data.
    • Discover differences and similarities between Tableau and Power BI concepts.
  • Module 2: This module provides the foundational information needed to connect to your data confidently with the new platform.
  • In this module, you'll:

    • Identify basic concepts and terminology on Power BI data connections.
    • Connect to your data in Power BI by using live and import methods.
    • Perform data transformations by using Power Query editor.
    • Share your data transformation steps by using Advanced Query editor.
    • Set up relationships in the data modeling view.
    • Identify differences and similarities between Tableau and Power BI concepts.
  • Module 3: This module provides guidance on Power BI calculation concepts, and how to create and edit calculations.
  • In this module, you will:

    • Create and apply calculated columns, measures, and calculated tables in Power BI using Data Analysis Expressions (DAX).
    • Understand the importance of context in Power BI calculations.
    • Identify differences and similarities between Tableau and Power BI calculation concepts.
  • Module 4: This module provides guidance on how to organize and simplify your calculations.
  • In this module, you will:

    • Identify basic organization concepts in Microsoft Power BI.
    • Prepare simplified and ready-to-go datasets for future developers and analysts.
    • Organize your fields with groups and bins.
    • Edit the default properties of your fields.
    • Identify differences and similarities between Tableau and Power BI concepts.
  • Module 5: This module goes through the basics of creating visuals in Power BI.
  • In this module, you will:

    • Learn the basics of creating visualizations.
    • Identify basic tips and tricks on making pages more interactive and user-friendly.
    • Create basic and customized pages that deliver insights.
    • Identify how visualization processes and actions differ between Tableau and Power BI.
  • Module 6: This module provides guidance on how to apply analytics to data to gain greater insight.
  • In this module, you will:

    • Build out-of-the-box functions that will be performed by analysts to gain deeper insight into their data.
    • Perform thoughtful analytics on top of your data.
    • Identify ways that Power BI can be integrated with other languages, such as R and Python.
    • Identify differences and similarities between Tableau and Power BI concepts.
  • Module 7: This module demonstrates how performance can determine a visual's usefulness.
  • In this module, you will:

    • Improve a model refresh and function.
    • Learn about the importance of removing redundant and unnecessary fields.
    • Identify the steps to improve a visual.
    • Improve model calculations.

Syllabus

  • Module 1: Introduction to Power BI for Tableau users
    • Introduction
    • Introduction to the Power BI Desktop
    • Differences in terminology
    • Relationships
    • CALCULATE function
    • Build a visual
    • Apply conditional formatting
    • Performance Analyzer
    • Check your knowledge
    • Summary
  • Module 2: Connect data to Power BI for Tableau users
    • Introduction
    • Data transformation
    • Relationships
    • Data transformation lab
    • Check your knowledge
    • Summary
  • Module 3: Create Power BI calculations for Tableau users
    • Introduction
    • Understanding calculated columns and measures
    • Understand iterator functions
    • Learn the CALCULATE function
    • Table DAX expressions
    • Lab for understanding Power BI calculations
    • Check your knowledge
    • Summary
  • Module 4: Organize and simplify Power BI fields for Tableau users
    • Introduction
    • Learn the importance of field properties
    • Organize and simplify calculations
    • Lab for organizing and simplifying fields
    • Check your knowledge
    • Summary
  • Module 5: Create Power BI visuals for Tableau users
    • Introduction
    • Build a visualization
    • Format a visualization
    • Show more with tooltips
    • Apply conditional formatting
    • Create a custom visual
    • Apply a filter
    • Create a bookmark
    • Lab - Creating visualizations
    • Check your knowledge
    • Summary
  • Module 6: Perform analytics in Power BI for Tableau users
    • Introduction
    • Gain insights with AI visuals
    • Add reference lines from the Analytics pane
    • Create parameters with the what-if analysis
    • Use R and Python
    • Lab - Perform analytics
    • Check your knowledge
    • Summary
  • Module 7: Optimize Power BI performance for Tableau users
    • Introduction
    • Improve a model refresh and function
    • Improve a model calculation
    • Improve a visual
    • Check your knowledge
    • Summary

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