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Business Intelligence and Automated Reports using Power BI

via Udemy


Self-service Business Intelligence with complex, insights-rich, interactive reports and dashboards in Power BI Pro

What you'll learn:
  • Microsoft Power BI for data analysis
  • Business Intelligence
  • Data Analysis

**We give participants access to a shared Power BI pro account so they can practice all the full aspects of Power BI. We also do regular live support sessions to give a more enriching experience and help you align what you are learning with career growth. Enroll now to get this benefit for life!**

This course is a fully hands-on one to take you from just having an idea of what Power BI does to being able to create insights-rich and interactive reports/dashboards in Power BI that can drive business process and report automation and take you from just data analysis level to Business Intelligence (BI).

We cover the following aspects:

Get Data (bringing in your data for analysis)

  • Data Sources in Power BI Desktop

  • Connect to web data and web apps

  • Import Excel Workbooks

  • Connect to enterprise Database

Data Transformation, Power Query and DAX

  • Get Data

  • Model section of the report builder (Power BI Desktop)

    • Creating Relationships

    • Cardinality

    • Direction

  • Data section of the report builder (Power BI Desktop)

    • Data Type

    • Data Format

    • DAX

      • New Column

      • New Measure

      • New Table

      • Must know DAX formulas

      • DAX formula reference guide

    • Row level Security to control report access using roles (dept, function, branch, cost centre etc)

  • Report section of the report builder (Power BI Desktop)

    • Report creation

    • Native Visuals

    • Custom Visuals

    • Menu Tools for professional looking reports

    • Edit Interactions

    • Report creation from scratch

  • Power Query

    • Transforming and Combining Data before loading to Model

    • Common Power Query tasks

      • Unpivot

      • Pivot

      • Split Column

      • Append Tables

      • Merge Tables

      • Remove rows

      • Use first row as header

      • Merge Columns

      • Add Columns

      • Group By

      • Extract

      • Fill

      • Transpose

      • M Code reference resource

Report Publishing, Dashboards and Power BI Service

  • Understanding the concept of Workspaces

  • Publishing report (from Power BI desktop to Power BI service for consumption)

  • Controlling access to aspects of the report by role (region, department or level)

  • Published Report options

    • Exporting to PowerPoint or PDF

    • Embedding in SharePoint

    • Embedding in a website

    • Making it available via a web link

    • Sharing with specific users

    • Editing the report – adding new visuals, changing visuals used and creating new report pages

    • Adding comments and tagging users

    • Scheduling the report to send our daily or weekly to specific people

  • Creating a Dashboard

    • Can be created from one or more reports to show management useful analysis

    • Can incorporate data and visuals from other people’s dashboards or reports shared with you

    • Set Alerts to be instantly notified when a KPI is reached or an SLA is breached

    • Add actionable comments

    • Schedule the dashboard to be sent out daily or weekly to specific people

    • Share the dashboard with final users

  • Best practices

  • Setting automatic/scheduled refresh so new data is ingested automatically

  • Data Gateway configuration

    • The type of data sources that require data gateway

AI in Power BI and Settings

  • Q&A for autogenerating charts and tables in answer to questions

  • Organization wide settings

  • Account wide settings

  • Workspace settings

  • Dashboard settings

  • Report settings

  • Datasets settings

This is the course to solidify your Power BI proficiency.

Taught by

Michael Olafusi


3.9 rating at Udemy based on 339 ratings

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