Course Taxonomy: Data

Mastering DAX for Microsoft Power BI

Posted on November 5, 2020 by -

Part 1: Introduction to DAX

  1. What is DAX?
  2. Why use DAX with Power BI
  3. Calculated Columns vs Measures
  4. Types of Functions
    1. Logical Functions
    2. Table manipulation functions
    3. Date and time functions
    4. Filter functions
    5. Financial functions
    6. Math and Trig functions 
    7. Parent and Child functions
    8. Relationship functions 
    9. Statistical functions
    10. Text functions
    11. Time intelligence functions

Part 2: Logical functions

  1. TRUE
  2. FALSE
  3. IF
  4. IFERROR
  5. AND
  6. OR
  7. SWITCH
  8. COALESCE

Part 3: Tables

  1. Tables Overview
  2. Filtering Tables
    1. FILTERS
    2. TOPN
  3. Summarizing Tables
    1. SUMMARIZE
    2. SUMMARIZECOLUMNS
    3. ROLLUP
    4. GROUPBY
  4. Generating Tables
  5. Distinct Values
    1. DISTINCT column
    2. DISTINCT table
  6. Joining Tables
    1. CROSSJOIN
    2. NATURALINNERJOIN
    3. NATURALLEFTOUTERJOIN
  7. Adding Values
    1. Columns
    2. Missing items
  8. Table Constructor

Part 4: Date and Time Functions

  1. Date and Time Functions Overviews
  2. Units of Time
  3. Creating a Calendar
    1. CALENDAR
    2. CALENDARAUTO
  4. Dates
  5. TODAY
  6. NOW
  7. TIME
  8. TIMEVALUE

Part 5: Filter Functions

  1. Filter Functions Overview
  2. Filtering Tables
    1. FILTER
    2. REMOVEFILTERS
    3. ALL (ALL, ALLCROSSFILTERED, ALLEXCEPT, ALLNOBLANKROW, & ALLSELECTED)
    4. CALCULATETABLE
    5. KEEPFILTERS
  3. CALCULATE
  4. LOOKUPVALUE
  5. SELECTEDVALUE

Part 6: Financial functions

  1. Accrued Interest
    1. ACCRINT
    2. ACCRINTM
  2. Depreciation
    1. DB
    2. DDB

Part 7: Relationships Functions

  1. CROSSFILTERS
  2. RELATED
  3. RELATEDTABLE
  4. USERELATIONSHIP
  5. Parent and Child Functions
    1. PATH
    2. PATHCONTAINS
    3. PATHITEM
    4. PATHITEMREVERSE

Part 8: Text functions

  1. FIND
  2. SEARCH
  3. REPLACE
  4. FORMAT
  5. LOWER
  6. UPPER
  7. RIGHT
  8. LEFT
  9. COMBINEVALUES
  10. CONCATENATE
  11. CONCATENATEX
  12. EXACT
  13. FIXED
  14. LEN
  15. MID
  16. SUBSTITUTE
  17. TRIM
  18. VALUE

Part 9: Statistical functions

  1. Central Tendencies
    1. Averages
    2. Means
    3. Geo means
  2. Counting
    1. Counting and COUNTX
    2. Blanks, and rows
    3. Distinct count: distinct, approximate, no blank
  3. Min/Max
    1. MAX, MAXA and MAXX
    2. MIN, MINA and MINX
  4. Sample
  5. Distributions
    1. Normal
    2. Exponential
    3. Beta
    4. Poisson
  6. Inverse
  7. Percentiles
  8. Ranking
  9. Standard Deviation
  10. Variance
    1. VAR.P and VARX.P
    2. VAR.S and VARS.P

Building Microsoft Power BI Dashboards

Posted on October 23, 2020 by -

Part 1: What is BI?

We’ll start out by covering business intelligence basics to lay the groundwork for an intelligent approach to reporting and visualizing data.

  • Business Intelligence Overview
  • Common Challenges
  • Benefits of Power BI

Part 2: Getting started with Power BI

Power BI is an extensive toolbox for working with and analyzing data. We’ll cover the fundamentals of the service, how Power BI’s features are organized, and immediately orient towards dashboards and visualization.

  • Overview & Pricing/Licensing
  • Components of Power BI
  • Building Blocks of Power BI
  • Quick Tour of Power BI Service

Part 3: Building simple reports

Reports are the first step in graphically communicating information related to your data. In this section of the class, you’ll learn to use and navigate the types of datasets you encounter every day, and how to use them to begin shaping meaningful communication.

  • Importing excel data
  • Using preexisting datasets
  • Creating visualizations
  • Using slicers

Part 4: Dashboards

In this section, we’ll cover how to create and use dashboards for common needs. By the end of this section, you’ll understand what’s realistic to expect from your PowerBI dashboards and how to set them up, share them, and produce valuable insights with your team quickly.

  • Dashboard expectations vs. features
  • Using KPI
  • Create and Configure a Dashboard
  • Shared Dashboards with your Organization
  • Pinning visuals

Part 5: Exploring data

In this final section of class, we’ll get a bit more granular about navigating, analyzing and communicating about your data. By the time we conclude, you’ll be ready to start applying what you’ve learned in your own real-world situations. 

  • Use Quick Insights
  • Display Visuals and Tiles Full-Screen
  • Edit Tile Details
  • Get More Space on Your Dashboard
  • Ask Questions of your Data with Natural Language
  • Advanced Navigation

Microsoft Power BI Boot Camp

Posted on October 17, 2020 by -

Part 1: What is BI

  1. Business Intelligence Overview
  2. Evolution of Business Intelligence
  3. Common Challenges
  4. Benefits of Power BI

Part 2: Getting Started with Power BI

  1. Overview & Pricing/Licensing
  2. Components of Power BI
    1. Power BI Desktop
    2. Power BI Mobile
    3. Power BI Embedded
    4. Power BI Gateway
  3. Building Blocks of Power BI
    1. Datasets
    2. Visualization
    3. Reports
    4. Tiles
    5. Dashboards
  4. Power BI Workflows
  5. Resources for Inspiration

Demo: Quick Tour of Power BI Service

Lab Exercise: Quick Tour of Power BI Service

Part 3: Getting Data

  1. Navigating Power BI Desktop
  2. Connect to Data Sources in Power BI Desktop
    1. File Data Sources
    2. Database Data Sources
    3. Azure Data Sources
    4. Online Service Data Sources
    5. Miscellaneous Data Sources
  3. Clean and Transform your Data
  4. Advanced Data Sources
    1. Advanced Editor
    2. Shaping Data
    3. Applied Steps
  5. Transformations
  6. Cleaning Irregularly Formatted Data
  7. Data Types
  8. Combining Data
  9. AI Analytics
    1. Text Analytics
    2. Vision
    3. Azure Machine Learning
    4. Invoking the Shared Models
    5. Considerations and Limitations

Demo: Quick Tour of Power Query Editor

Lab Exercise: Import Data and Create Queries with Power BI Desktop

Lab Exercise: Transform Data

Lab Exercise: Combining Data

Lab Exercise: Create a Report using Power BI Desktop

Lab Exercise: Publish a PBIX File to the Power BI Service

Part 4: Power BI and Excel

  1. Excel Integration
    1. Import an Excel Table into Power BI
    2. Use Excel as a Dataset
    3. Import Excel Files with Data Models
    4. Connect, Manage and View Excel in Power BI
  2. Publishing and Sharing

Part 5: Modeling Data

  1. Overview
  2. How to Manage Your Data Relationships
  3. Create Calculated Columns
  4. Optimizing Data Models for Better Visuals
  5. Create Measures and Work with Time-Based Functions
  6. Create Calculated Tables
  7. Explore Time-Based Data
  8. Grouping
  9. Binning
  10. Hierarchies

Demo: Modeling Relationships Column by Example Conditional Columns, Groups, Hierarchies

Part 6: Visualizations

  1. Overview
  2. Create and Customize Simple Visualization
    1. Numerical Fields
    2. Text Fields
    3. Geographic Fields
  3. Modify Colors Insert Static Objects, and Set Page Properties
  4. Styling with Shapes, Text Boxes, and Images
  5. Page Layout and Formatting
  6. Z-Order of Report Elements
  7. Customize Visuals with Summarizations
  8. How to:
    1. Use Combination Charts
    2. Manage Slicers and Sync Slicer
    3. Use Map Visualizations
    4. Implement Tables and Matrixes
    5. Apply Conditional Formatting
    6. Interpret Scatter Charts
    7. Work with Water & Funnel Chart
    8. Use Gauges and Single Number Cards
  9. Creating Complex Interactions Between Visuals
  10. Advance Concepts and New Features
    1. Decomposition Tree
    2. Key Influencers
    3. Insights
    4. Visual Hierarchies and drill-down behavior
    5. Custom Visualizations
    6. Drillthrough
    7. Analytics Pane
    8. Forecasting
    9. Tooltips
    10. Chiclet Slicer
    11. Hierarchy Slicer
    12. Synoptic Panel
  11. Other Powerful Custom Visualizes
    1. Pivot Slicer
    2. Smart Filter
    3. Hierarchy Filter
    4. Card Browser
    5. Visio Visual
    6. Infographic Designer
    7. D3JS Visualizer

Demo: Visualizations, Slicers, and Advanced Interactions

Part 7: Publishing and Sharing

  1. Print and Export Power BI dashboards
  2. Creating Content Packs
  3. Publishing to Web
  4. Embed in SharePoint
  5. Export to PowerPoint
  6. Power BI Mobile
  7. Creating Workspaces in Power BI

Part 8: Exploring Data

  1. Overview
  2. Use Quick Insights
  3. Create and Configure a Dashboard
  4. Shared Dashboards with your Organization
  5. Display Visuals and Tiles Full-Screen
  6. Edit Tile Details
  7. Get More Space on Your Dashboard
  8. Ask Questions of your Data with Natural Language
    1. Custom Q&A suggestions
    2. Adding Q&A to a Report
    3. Adding a Q&A to a Report
    4. Q&A Tooling
    5. Review Questions
    6. Teach Q&A
    7. Manage Terms
    8. Data Sources for Q&A
    9. Bulk Synonyms
    10. Q&A Best Practices
  9. Bookmarks
  10. Themes

Demo: Quick sights

Demo: Q&A in Dashboards and Reports

Demo: Bookmarks

Part 9: Administration & Security

  1. Securing Content in Power BI
    1. My workspace
    2. Sharing a Dashboard
    3. Sharing to Web
    4. Admin Access
  2. Row-level Security
  3. Permissions
  4. Defining and Creating toles within Power BI Desktop
  5. Row-Level Security
  6. Managing Data Capacity
  7. Subscriptions
  8. Resources

Part 10: Introduction to DAX

  1. DAX Calculation Types
    1. Calculated Columns
    2. Calculated Measures
  2. DAX Functions
    1. Aggregation Functions
    2. Counting Functions
    3. Logical Functions
    4. Information Functions
    5. Text Functions
    6. Date Functions
  3. Using Variables in DAX Expressions
  4. Table Relationships in DAX
  5. DAX Tables and Filtering
  6. Quick Measures
  7. What-if Parameters
  8. Dynamic Labeling
  9. Resources

Demo: Quick Measures

Demo: What-if

Demo: Dynamic Labeling

Hands-on Lab Exercises:

  • Retail Sales Exercise
  • Retail Analysis – Overview
  • Retail Analysis – District Monthly Sales
  • Retail Analysis – New Stores
  • Customer Profitability Exercise
  • Customer Profitability – Team Scorecard
  • Customer Profitability – Industry Margin Analysis
  • Customer Profitability – Executive Scorecard
  • Opportunity Analysis: Exercise
  • Opportunity Analysis – Opportunity Count
  • Opportunity Analysis – Revenue Overview
  • Opportunity Analysis – Upcoming Opportunities
  • Opportunity Analysis – Region Stage Counts
  • Opportunity Analysis Data Model