Power BI Sales Pipeline Analytics & Visualization
4.2 (26 ratings)
Course Ratings are calculated from individual students’ ratings and a variety of other signals, like age of rating and reliability, to ensure that they reflect course quality fairly and accurately.
6,861 students enrolled

Power BI Sales Pipeline Analytics & Visualization

Intermediate Power BI training on data modelling, DAX and report creation by G Com Solutions
New
4.2 (26 ratings)
Course Ratings are calculated from individual students’ ratings and a variety of other signals, like age of rating and reliability, to ensure that they reflect course quality fairly and accurately.
6,862 students enrolled
Created by Grant Gamble
Last updated 6/2020
English
English [Auto]
Current price: $35.99 Original price: $59.99 Discount: 40% off
17 hours left at this price!
30-Day Money-Back Guarantee
This course includes
  • 2 hours on-demand video
  • 2 articles
  • 1 downloadable resource
  • Full lifetime access
  • Access on mobile and TV
  • Certificate of Completion
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What you'll learn
  • Intermediate and advanced data modelling and DAX techniques
Requirements
  • Knowledge of the basics of Power BI Desktop
Description

Want to extend your knowledge of Microsoft Power BI? Power BI Sales Pipeline Analytics and Visualization by G Com Solutions is a practical hands-on course, designed to give experienced Power BI users further practice on data modelling, DAX, visualization and report creation.

The course begins with data preparation using Power Query. We connect to our data, perform basic transformations and import an External Date Table which we then map to the dates in our main fact table.

We then set up relationships between our various tables. However, since we are dealing with a sales pipeline, we have a main fact table which contains multiple significant dates, as we track the progress of each lead from the contact stage, right through to sales.

This course will show you how to establish multiple relationships between the same two tables and then use DAX to activate the appropriate relationship as you perform calculations.

And the course provides plenty of additional practice in creating DAX measures.

Then we turn our attention to visualizing our data. We look at using the funnel visual, as well as displaying a hierarchy of images in slicers which enable the user to track the performance of sales managers as well as individual salespeople.

We also look at a useful technique for creating a chart which only becomes visible when a slicer selection is made by the user.

In short, this course will provide Power BI users who are familiar with the basics, with a challenging, hands-on workshop which will expand their familiarity with data modelling, visualization and report creation.

Who this course is for:
  • Existing users of Power BI looking to extend their knowledge
Course content
Expand all 24 lectures 01:58:52
+ 1. Getting Started
3 lectures 01:50

The attached ZIP file contains all of the files that you will need to follow along with the tutorials. It also contains a PBIX file containing the completed report.

3. Download the Course Files Here
00:03
+ 2. Data Connection and Transformation
3 lectures 20:29
2. Performing Basic Transformations
05:24
3. Connecting to an External Date Table
10:59
+ 3. Data Modelling
4 lectures 26:32
2. Engineering a One-to-Many Relationship
10:14
3. Handling multiple significant dates
07:22
4. Active and Inactive Relationships
02:44
+ 4. Analytics and Visualization
8 lectures 36:23
1. Creating a Measures Table
02:49
2. The USERELATIONSHIP Function
06:25
3. Calculating Key Metrics
06:34
4. Visualizing our Data
03:24
5. Displaying Top 5 Customers
03:47
6. Sources of business
02:53
7. Displaying the Sales Funnel
03:16
8. Converted and Lost Business
07:15
+ 5. Comparing Actual to Target
6 lectures 33:38
2. Sales Opportunities by Month
04:49
3. Displaying Sales Managers
05:23
4. Displaying Sales People
04:11
5. Dynamically Showing a Chart
08:06
6. Optimizing Visual Interactions
04:07