Business Intelligence and Automated Reports using Power BI

Connect to diverse data sources, including Excel files and online services, to bring in practice data and transform headers, remove unnecessary columns, and prepare data for reporting.

Connect to databases, web sources, and cloud apps in Power BI by using get data, entering credentials, previewing tables, and loading data from services like Google Analytics and Wikipedia pages.

Transform data in Power BI using Power Query to merge columns, pivot data, and append queries, while cleaning data types and tracking steps for automated reports.

Explore data transformation in Power BI with Power Query, including grouping, pivoting, transposing, and replacing values, plus M code for custom columns.

Create a granular Power BI data model by linking sales to targets with a target key, a dates table with year, month, and calendar calculations, and a static currency table.

Practice data modeling in power bi by creating and adjusting relationships among sales data, target, exchange rate, and a dates table, with clear cardinality and direction.

Learn to model data in Power BI by creating active and inactive relationships, using related and calculate to convert sales to USD with exchange rates, and validate results.

Learn Power BI report creation (part 2): configure slicers for year and month, manage single versus multi-select, and refine visuals with borders and background color for consistency.

Create and customize Power BI visuals for reports, including map visuals with latitude and longitude, bubble sizing by branch, and drill-down pie charts.

Drill down and set interactions in Power BI reports, adjust fonts, and use focus mode for clearer branch and product insights.

Learn to create and format Power BI reports, apply access controls with manage rules, assign branch visibility for general managers and branch teams, and preview security in reports.

Learn to use the Power BI service to create and publish reports in a workspace, manage collaborators and access levels, and prepare template apps for stakeholders.

Publish, manage, and share Power BI service part 2 reports in the workspace by creating datasets and reports, and configuring security rules to control access for teams.

Explore Power BI service workflows from dataset management to refresh scheduling, including on-premise data considerations, settings, view related assets, and publishing dashboards by pinning visuals.

Power BI service part 4 demonstrates currency toggling in reports, pinning visuals for dashboards, and the use of alerts, comments, and Q&A to enhance interactivity through sharing and printing.

Share Power BI reports with precision by managing permissions, enabling live dashboard views, and scheduling daily or weekly subscriptions, while applying rule-based security and usage insights.

Learn Power BI service sharing and embedding options, email report screenshots, share interactive links, embed in SharePoint or web pages, and manage reports with Excel exports and admin controls.

Learn how to manage the Power BI service capacity, embedded and premium features, organize visuals and workspaces, configure dataflows, data sources, refresh schedules, and distribution options for enterprise reporting.

Configure Power BI report refresh and scheduling, including time zone settings and up to eight daily refresh times, with failure notifications and cloud data source examples.

Demonstrates using summarize to create a new table by grouping by branches and products and summing the quantity field, showing aggregated sales by branch and product.

Create a Power BI date table with the calendar function for consistent date handling across tables, define start and end dates, and extract year and month with a format formula.

Learn how the values formula returns unique records to build a branch target table, enabling automated Power BI reports with consistent targets across branches.

Master the calculate function to create new measures with filter context in Power BI, enabling branch-specific sales analysis and currency formatting.

Learn how the union formula joins tables with matching columns to build a single opening-to-closing cash flow view in Power BI, including opening cash flow and net cash flow.

Learn to import data from Google Sheets into Excel and Power BI using shareable links and web import, then transform and clean blanks for reports.