The Self-Service BI Boot Camp begins with a deep exploration of Power Query. Built-in to both Excel and Power BI, Power Query can clean, reshape, and combine your data with ease – no matter where it comes from. Converting ASCII files into tables, combining multiple text files in one shot, and even un-pivoting data is not only simple, but an investment in the future. With Power Query’s robust feature set at our fingertips, and our data clean and ready to be used, we’re now ready to explore creating dynamic business intelligence models that are refreshable with a single click.
Next, we introduce the benefits, concepts and key terminology of Dimensional Modeling. Based on the Power Pivot Data model, it’s this portion that lays the cornerstone of your reporting solution. You’ll learn the difference between Facts, Dimensions and Relationships, where they live, and how to design and link their parent tables correctly. You’ll also learn some key Power Query recipe patterns for solving two of the most frequent challenges when trying to relate tables together.
While learning to create the proper dimensional model is critical to every solution, the visible magic happens in the next section of the workshop where we talk about DAX. This powerful formula language allows us to report on much more than just the ‘Sum of Sales’. In this workshop, you’ll learn how to create a variety of DAX measures, understand how DAX measures are calculated, and how to control their Filter Context. These are all critical skills for building your own advanced measures for your work.
No course on self-service BI would be complete without discussing calendar intelligence, which is exactly why we cover it. From building calendar tables on the fly to exploring the “Golden Date” pattern, we’ll work through the steps required for extending our model to report based on our own year-end.
Finally, we’ll dive into specific features of Excel and Power BI that every analyst should know. How easy is it to create a Power BI report and use a variety of different visuals for displaying data? How can you publish a Power BI report and share it with other users? How do you manage those permissions? All these questions will be answered!
Throughout this 3-day workshop, you’ll be working with both Excel and Power BI. Why? Because the tools and concepts you’ll be learning work in both places. So how do you know which one is right for the job?
We’ll talk not only about that, but also how they can be used together in one solution. Come join us and revolutionize your reporting process!
Excel Pivot Table Review
Importing Data with Power Query
Merging Tables
Data Transformation Recipes
Conditional Logic
Getting Started with the Data Model
Introduction to Dimensional modelling
Laying a Dynamic Groundwork
Introduction to DAX formulas
Model Development Tips
Calendar Tables
Intermediate DAX
Calendar Intelligent Measures
Dashboarding with Power BI
Excel and Power BI – Better Together
PC laptop, minimum 16 GB RAM recommended
! Mac versions of Excel are not supported, and Power BI Desktop does not have a Mac version.
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