Professional Power BI: Data Visualization and Dashboards
4.0 (23 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.
146 students enrolled

Professional Power BI: Data Visualization and Dashboards

alyze data and extract actionable insights by building interactive dashboards in PowerBI
4.0 (23 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.
146 students enrolled
Created by Packt Publishing
Last updated 3/2019
English [Auto-generated]
Current price: $139.99 Original price: $199.99 Discount: 30% off
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This course includes
  • 10 hours on-demand video
  • 1 downloadable resource
  • Full lifetime access
  • Access on mobile and TV
  • Certificate of Completion
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What you'll learn
  • Understand the importance of Data Modeling for optimization and performance.
  • Create powerful calculations and analytics with DAX.
  • Create dashboards and real-time reports to share with business users on the web and on mobile.
  • Integrate Power BI with other tools, including Microsoft Excel to connect your Excel workbooks.
  • Load, process, and clean data to make an engaging data analysis.
  • Work with Power Query, DAX, and standard Power BI visualizations to create insightful and actionable reports in Power BI.
  • Publish your dashboard to the web to have powerful, tile-based, data fusion, and tailor-made data for the effective executive
  • Get introduced to a narrative-oriented custom visual, Power BI's navigation capabilities, and a powerful storytelling feature
  • Taking up this Course doesn't need you to be an expert with Microsoft Power BI. A Data Analyst, Business Analyst or a Digital Marketing Analyst who already know the fundamentals of working with data, who is able to load data from an Excel file on a laptop and add a simple bar chart, will feel perfectly comfortable in understanding the topics presented in this Course.

Video Learning Path Overview

A Learning Path is a specially tailored course that brings together two or more different topics that lead you to achieve an end goal. Much thought goes into the selection of the assets for a Learning Path, and this is done through a complete understanding of the requirements to achieve a goal.

Are you wasting time on compiling data from multiple sources instead of analyzing data? If yes, then this course will be your perfect guide and companion to analyze any data with ease!

Tell your data story with Power BI and reach millions of users with a single click on any kind of a device! Using Power BI, you can combine your data sources, create stunning visualizations, and embed your story on your website within seconds saving your cost and time.

In this well thought out step-by-step Learning Path, you'll go from beginner to confident Microsoft PowerBI user with a series of practical sections to help you build out an interactive - functional report and a detailed, insightful dashboard with compelling visualizations to analyze your data more effectively and publish them on PowerBI. You'll take the role of a business analyst and create factful and engaging reports with actionable insights!

By the end of the course, you’ll be able to use Power BI effectively as a business analytics tool to load, pre-process, and model data and create meaningful reports, visualizations, and interactive dashboards.

Key Features

  • Use Power BI to gather data, create reports, and get into action within a few minutes.

  • Hands-on approach showing you how to create the metrics necessary for data stories.

  • Generate interesting interactive visualizations based on your data.

Author Bios

  • Reid Havens is the Founder of Havens Consulting Inc. and a Microsoft MVP. He has a formal background in technology and organizational management, having obtained separate Master's Degrees in Organizational Development & Business Analytics. Additionally, he guest lectures at the University of Washington and other universities, teaching Business Intelligence, Reporting, & Data Visualization. Reid is also currently developing multiple online video series on Learning & Mastering Power BI for Packt Publishing.

  • Murli Rajpurohit is a data scientist with over a year of experience in the business intelligence domain and passionate about machine learning, data science, and artificial intelligence. He focuses on combining the best elements of storytelling with Power BI’s interactive capabilities to engage audiences in a new way. His interest lies in learning every aspect of computer vision. He has expert knowledge and hands-on experience of both quantitative and qualitative analysis, data mining, optimization, and database operations, and is proficient in R, SQL, and Python.

  • Nikita Barsukov is a software developer and data scientist with 10 years' experience in the industry. He went through a traditional data science path at the beginning of his career—for example, learning R and machine learning algorithms using online courses. Then he also quickly grasped the value of visual data storytelling, using charts as a way to communicate and tell something. He lives in Copenhagen, Denmark with his beautiful wife and three awesome sons.

  • Peter MacMurchy has been a professional software developer for over 15 years, focusing on UX, UI, and interactive data visualization tools. He acquired a keen interest in information visualization from coursework while studying Computer Graphics for his M.Sc. in Computer Science at the University of Calgary. Since then, he's continued to develop visualization and interactive software for finance, film, energy, and other industries. At Uncharted, Peter helps clients improve their data visualization capabilities on a consulting basis.

Who this course is for:
  • BI professionals, Data Professionals, BI Consultants, Data Analysts, Business Analysts, and Digital Marketing Analysts, Developers, Engineers, who want to gain insights from their business data using Microsoft Power BI as well as create interactive dashboards and more. It’s also ideal for Professionals who want to create customized visuals with the Power BI Developer tools.
Course content
Expand all 115 lectures 10:08:19
+ Learning Microsoft Power BI
33 lectures 03:55:04

This video provides an overview of the entire course.

Preview 02:16

In this video, we will learn about the flow of the report development process.

  • Connect to your various data sources

  • Fix the different errors and inconsistencies in your data using Power Query

  • If your data is already clean, you can simply use it as a data connector

What Is the Flow of Report Development for a Business Analyst?

In this video, we are going to review project requirements and determine data sources.

  • Learn how to take a given set of requirements

  • Understand what finalizing the requirements by multiple refinement and review iterations means

  • Interpret the refined requirements into action items like visualizations, tables, and filters

Reviewing Project Requirements and Determining Data Sources

In this video, we will learn how to connect to any data source with the help of Power Query.

  • Look at the various types of data connections we can make with the help of Power Query

  • Understand how to connect to data present on premises

Connecting to (Almost) Any Data Source with Power Query

In this video, we will learn about importing data and Power Query fundamentals.

  • Understand what data you will need to import as per your report requirements

  • Review where the data you need exists

  • Import data into a new Power BI desktop file

Importing Data and Power Query Fundamentals

In this video, we will learn how to connect a folder as a data source.

  • Understand the power and usefulness of the import option

  • Combine flat files from a folder using Power Query

  • Import data from multiple files into a single folder

Connecting to a Folder as a Data Source

In this video, we will learn some crucial concepts about data modeling and table types in data models.

  • Understand why we did not import a single table

  • Understand the advantages of using multiple tables in our data models

  • Identify and eliminate duplication on your single table to convert it into a multi-table model

Table Types and Relational Data Modeling

In this video, we will cover the three most common transformations you will apply to any table.

  • Open up the query editor to look at the seven queries that can be edited

  • Apply the different steps to the DIMProduct table

  • Rinse and repeat the transformation practices to the remaining tables

Common Data Transformations with Power Query

In this video, we will learn how to apply data filtering.

  • Understand why we should filter data

  • Apply data transformations to the FACTSales table

  • Filter the data using Power Query

Intelligent Data Filtering with Power Query

We are going to learn three common ways of adding and modifying columns.

  • Get introduced to Add Columns, Merge Columns, and Modify Columns

  • Open your query editor

  • Apply the steps

Adding New Columns with Power Query

In this video, we will learn merging tables.

  • Understand why we have to merge tables

  • Understand what it means to merge tables

  • Combine data from multiple tables into a single table

Merging Tables with Power Query

In this video, we will learn more about relationships and how to create them in the data model.

  • Further understand why key columns are important for relationships

  • Create relationships between the data and lookup tables

  • Learn how to organize the relationship view visually by separating data and lookup tables

Creating Table Relationships in Power BI

In this video, we will learn about the design and function of the data view.

  • Learn how to use the fields list

  • Learn how to identify column and table information

  • Learn how to rename fields in the fields list

Understanding the Data View in Power BI

In this video, we will learn how to identify column attributes and change relevant settings for reporting.

  • Understand the important differences between column data type and formatting

  • Learn how to hide key columns from the report view in the data model

  • Learn how to delete unused columns from the data model

Column Settings and Hierarchies In Power BI

In this video, we will learn how to translate project requirements into calculations needed for a data model.

  • Learn how to break down project requirements into the needed DAX measures

  • Understand the types of basic DAX measures that be can be calculated

  • Learn about time intelligence calculations in DAX

Translating Report Requirements into DAX Measures

In this video, we will learn about the design, form, and function of the report view.

  • Learn about the characteristics of Power BI, compared to other tools

  • Learn about the various sections of the report layout

  • Learn about the visualizations pane, and how to create a visualization

Report View Walkthrough

In this video, we will learn important fundamentals of DAX, including what it is and what it’s used for.

  • Understand that DAX exists in multiple tools, not just Power BI

  • Learn how DAX formulas work compared to Excel formulas

  • Understand how filters play an important role in the functionality of DAX

DAX Concepts and Fundamentals

In this video, we will learn how to write basic DAX measures.

  • Understand how DAX calculates based on column or table references

  • Create your first set of DAX measures

  • Learn how DAX measures can reference each other

Creating Basic DAX Measures

In this video, we will learn about the benefits and creation of a DAX Measures table.

  • Understand the benefits of organizing measures in a separate table

  • Create a new DAX measures table

  • Move existing measures from the data table into the new DAX measures table

Creating a DAX Measures Table

In this video, we will learn about the DAX quick measures tool in Power BI.

  • Understand the benefits of creating a new measure with the quick measures tool

  • Understand the risks involved with the same

  • Create a new DAX calculation using the quick measures tool

Referencing DAX Measures

We will learn visual cues, chart type selection, and how to tell a story with data.

  • Understand how visual cues influence how we perceive data

  • Learn to pick the right visualization based on visual cues

  • Learn about the Visuals Reference guide and how to use it to pick the right visualization

Visual Cues and Chart Types

In this video, we will learn how to create a matrix table visual.

  • Learn about the similarities between a matrix table and an Excel pivot table

  • Create a matrix table with columns and measures

  • Use hierarchy controls in visualizations

Creating Visualizations – Matrix Table

In this video, we will learn how to create a running total chart and supporting DAX measure.

  • Create a running total measure using the DAX quick measures tool

  • Create a calendar table and learn why it is important in a data model

  • Create a chart using the newly created DAX measure and calendar table

Creating Visualizations – Running Total Chart

In this video, we will learn how to create a line and column combo chart and supporting DAX measures.

  • Learn about the DAX CALCULATE function and how it incorporates filters inside the measure

  • Understand the ways in which filters can be added, removed, or modified with CALCULATE

  • Create the line and column combo chart in Power BI, and use the hierarchy controls with date data types

Creating Visualizations – Column and Line Chart (Year-Over-Year Profits %)

In this video, learn how to apply conditional formatting to tables, and create a waterfall chart.

  • Learn the three ways to apply conditional formatting to tables

  • Understand how conditional formatting works when using the hierarchy controls

  • Understand the benefits of using waterfall charts when displaying data that can have positive and negative values

Creating Visualizations – Conditional Formatting and Waterfall Charts

In this video, we will explore the top title section of the report and see what types of information should be displayed there.

  • Add a title and image to the report

  • Understand what types of information should be displayed on card visuals

  • Create multiple card visualizations with DAX measures

Creating Visualizations – Card Visualizations and Title Section

In this video, we will see in what ways slicers can allow users to interact with reports.

  • Learn the various slicer types in Power BI based on data type

  • Learn about drop-down slicer types

  • Create the slicers based on the client requirements

Slicers and Filter Settings

In this video, we will learn best practices and techniques for designing effective reports.

  • Learn the three important techniques for designing and formatting a report

  • Change the color theme and add a report background

  • Add objects and colors to frame objects

Formatting and Report Design

In this video, we will learn about the Power BI Service and how to publish reports.

  • Understand the components of the Power BI Service and how they tie together

  • Publish the completed report to the Power BI Service

  • Learn how the report looks and functions when accessed from

Publishing a Report to the Power BI Service

In this video, we will learn about app workspaces, what they are for, and how to create one. Refer to this link:

  • Understand the important differences between publishing to my workspace versus a shared workspace

  • Learn the types of objects that can be published to an app workspace

  • Create and set up an app workspace in the Power BI Service

Creating an App Workspace

In this video, we will learn about dashboards, what they are for, and how they’re different from reports.

  • Understand the important differences between a report and a dashboard

  • Create a new dashboard by adding visualizations from the published report

  • Learn how to interact with and configure the dashboard

Creating a Dashboard

In this video, we will learn how to set up scheduled refreshes using a data gateway.

  • Understand the benefits of having scheduled refreshes

  • Install a data gateway on your computer

  • Set up a scheduled refresh on the Power BI Service

Setting Up Scheduled Refreshes

This video concludes the course.

Learning Microsoft Power BI: Course Completed
Test your knowledge
4 questions
+ Hands-On Data Visualization with Microsoft Power BI
32 lectures 01:52:57

This video provides an overview of the entire course.

Preview 02:09

Most working professionals don’t know what BI is and how it can help them. They can then understand the business better and take some decisions with help of insights from the data.

  • Learn some basic concepts of BI

  • Learn how BI works

  • Understand where Power BI comes in the big picture of business intelligence

Basic Concepts of Business Intelligence

Installing Power BI correctly from the web is a crucial before diving deep into the Power BI world.

  • Know the minimum computer requirements for running Power BI

  • Download Power BI Desktop from its official website

  • Install Power BI Desktop

Installing Power BI

It’s important to learn how many different types of data sources Power BI can handle, starting from simple Excel to complex databases like analysis services.

  • Know the data sources we can connect Power BI to

  • Connect to a data source to import data into Power BI

Connecting to Different Data Sources

Data transformation is very important step for data cleaning, without data transformation analyzing data will become very difficult and hence outcome will not be accurate.

  • Understand how to navigate to Query Editor in Power BI

  • Learn about the Applied Steps that keeps track of all the changes made to the data

  • Analyze different transformations that can be done to the data like duplicating column, removing empty rows etc

Basic Data Transformations

Due to sampling of data, Power BI doesn’t always get it right when it comes to data type. So it is important to change data type.

  • Understand how to split the columns with Delimiter

  • Know how to split columns with Fixed number of characters

  • Change data type of a particular column

Splitting Columns and Changing Data Types

It is important to learn merging queries similar to joins in SQL to perform operation on different datasets simultaneously.

  • Understand how create a new column based on conditions

  • Learn how to merge two different queries together

  • Explore conditional column and merge queries

Conditional Columns and Merge Queries

It is common operation to create new column in Power Bi. Hence it is most important to learn.

  • Understand how to create a new column using DAX

  • Look how to check the new column in Data view

Creating Calculated Columns

It is impossible to do calculation on things across multiple tables without creating a relationship between tables.

  • Understand how to create a relationship between tables

  • See how to hide a table in the report view

  • Discover another way of creating & managing the relationships

Manage Your Data Relationships

It is important to know few charts before learning how to create one.

  • See some of the charts

  • Understand tables, matrix, scatter chart, waterfall chart, gauges

  • Learn how to use shapes, textboxes, images in a report

Introducing Various Visuals

It is difficult to know when and which chart to be used. Knowing importance of a particular visual is important.

  • Learn different ways of creating a chart in Power BI

  • See how to create bar chart, Pie chart in Power BI

  • Understand how to create Tree map and how to convert one visual into other

Communicating with Charts – Part 1

Continuation to Part -1

  • Explore different Map visualization in Power BI

  • Understand Tables, Matrix, Scatter chart, waterfall chart, Gauges

  • Learn how to use Shapes, textboxes ,Images in a report

Communicating with Charts – Part 2

Before creating visual in Power BI using R language it is important to know basics of plotting in R

  • See how to use a particular library in R

  • Explore the syntax in R

  • Understand how to draw Bar chart, Scatter chart in R using GGplot2

R Language Plotting Basics

It is important to know how to write codes in Power BI in R language to create custom charts.

  • Understand how R visual integration works in Power BI

  • Look at creating a DataFrame using columns

  • Define some R codes in Power BI to draw a bar chart

R Visual Integration

Page layout and formatting is important to customize your report according to your needs.

  • Understand how to customize page layout

  • See how to change background color of a report

Page Layout and Formatting

It is important to know components of Power BI Service before jumping straight to Service functionality.

  • Learn how to sign up for Power BI Service

  • Explore the difference between reports, dashboard and datasets

  • Attach different tiles from different reports onto a single dashboard

Introduction to Power BI Service

It is very important to upload Report onto Power BI service and getting quick insights with just one click makes it very easy to get insights from data.

  • Learn how to publish report on to Power BI Service

  • Understand how to get quick insights from the data

  • Look at pinning insight visual onto dashboard

Uploading Reports to Power BI Service and Quick Insights

To draw a chart by dragging and dropping multiple fields can be tiring. Instead you can ask questions about your data.

  • See how to ask questions about your data

  • Understand how to pin chart from Q&A onto dashboard

Natural Language Querying

It is important to know who commented or added a Dashboard or when a particular metric exceeds a threshold.

  • See how to read notifications in Power BI Service

  • Learn how to set an alert for a particular tile

  • Understand how to check status of Alert directly through email

Alerts and Notifications in Power BI Service

It is important to know how to set up personal gateway to schedule a refresh time for the data

  • Explore the personal gateway

  • Understand how to download personal gateway and configure it

  • See how to schedule a refresh time

Personal Gateway

Connecting data directly into Power BI Service is important to work on the server.

  • Understand connecting Excel Workbook to Power BI Service

  • Learn how to draw visuals on service

Using Excel Data in Power BI

If data is imported from OneDrive for Business, any change in the data will automatically be refreshed without any scheduled refresh.

  • Upload data to OneDrive for Business

  • Import data from OneDrive for Business to Power BI Service

Connecting to Excel Workbook on OneDrive for Business

You have tables and charts in Excel Workbook and you want to pin directly to Power BI. But it could be difficult to draw a chart again in Power BI. So instead, using Add-in, you can directly pin charts from Excel into Power BI.

  • See how to pin a table into Power BI Service

  • Look at how to update the tile when the data changes

  • Learn how to pin a chart from Excel Workbook directly to Power BI Service

Pinning Excel Tables or Visuals

Before sharing and collaborating on reports, dashboards and datasets it is important to know content pack, groups and security in Power BI.

  • Understand what content pack

  • Explore more about groups

  • Look at how security is provided in Power BI

Introduction to Content Pack, Security, and Groups

Groups are a particular set of people who have access to a particular report or dashboard. So it’s important to know how to create a group and give access to people.

  • Understand how to create a group using the app workspace

  • Learn how to add members to the group

Creating a Group

If you are working in an organization and you don’t have any private data to work on, you can pick a content pack directly from the organization if it’s available and start working on it.

  • Learn how to create a content pack

  • Understand how to use a content pack from the organization

  • See how to edit the content pack that was shared with the organization

Creating, Using, and Editing Content Pack

It is important to give a particular set of access to particular people so that they can see only the data that is necessary for them.

  • Learn how to use the manage roles tab in Power BI Desktop to create roles

  • Understand how to use DAX to create a particular role for particular data

  • Add users to particular roles created by us

Row-Level Security (RLS)

If a file is available on OneDrive for Business, you can directly share and collaborate with Office 365 groups from there itself. And if any changes are made to the data, they will directly reflect or update in Power BI also.

  • Understand how to use version history to track changes made to the file

  • Learn how to import files directly from OneDrive for Business into Power BI

Integrate and Share OneDrive for Business with Power BI

It is important to know how to install the Power BI mobile application so that you can operate and take action from your mobile device itself.

  • Understand how to download the Power BI mobile app from the Play Store

  • See how to navigate to a report and dashboard

Introduction to Power BI Mobile

Before seeing a dashboard in a mobile device, we can look at it in the Power BI Service itself in phone view to see how it will look on the phone. So we can adjust it in advance.

  • Understand how to get the phone view in the Power BI service

  • See how to remove a tile from the dashboard

  • Learn how to resize and move tiles in a dashboard

Mobile Dashboard Layout

You are working in an organization and you will have to share and collaborate on reports and dashboard. Using Power BI Mobile, you can share from your mobile itself. No need to log in to laptop or PC!

  • Learn how to share a report and dashboard with a colleague

  • See how to add a comment to the dashboard or a report

Sharing and Annotating in Power BI Mobile

Sometimes, default charts provided by Power BI will not sufficient, so you can import custom charts from Marketplace according to your data needs.

  • See how to use imported custom visuals from Marketplace

  • Use a chart from Marketplace as an example

Using Custom Charts from Marketplace
Test your knowledge
5 questions
+ Getting Actionable Insights from Power BI
20 lectures 01:55:50

This video will give you an overview about the course.

Preview 02:35

What is the context of our analysis? What should we know about our company before we start discovering insights?

  • Learn about company business

  • Learn where the company operates

  • Learn its history and main milestones over last few years

Introducing a Company – What It Does, Where It Operates

What dataset is available for us to analyze?

  • Data is available as Excel file

  • Learn about data and data columns in this file

  • Identify inconsistencies and how to process data

Exploring Sales Data

How to load data to Power BI from an excel file and how to use Power Query to transform data into suitable form.

  • Load the Excel file into Power BI

  • Join sales data with currency rates data

  • Get sales in euros and remove unnecessary columns

Loading and Transforming Data in Power BI

In this video, we will understand the typical issues encountered by analysts and clean up data.

  • Explore the conventions and simplifications made in the dataset

  • Understand the common real-life data issues

Simplifications in the Dataset

What should we calculate and how should we plot metrics to explore sales over time and evaluate the success of a product launch?

  • Explore the context

  • Use bar chart with Power BI hierarchy for sales chart

  • Use column and 100% stacked column to get share of sales of a product/shop

Defining Requirements, Metrics, and Charts

How to create an easy-to-understand but powerful and interactive time series chart of sales?

  • Create a bar chart using date hierarchy

  • Add filters to further explore sales over time

  • Explore how to navigate date hierarchy using Power BI chart

Build Charts in Power BI

How to get an overview of recent sales?

  • Create a line chart; disable date hierarchy

  • Limit the chart to show last 120 days only

  • Create a smoothed sales measure and add to this chart

Analyzing Sales over Time Series in Power BI

How to determine if the product launch was successful?

  • Create a DAX measure showing share of sales over time

  • Add bar chart and stacked column visual

  • Looking at change of share of sales to see how it increased

Using Charts to Finalize Sales over Time Report

Understand deeper how the DAX measures we created before work.

  • Learn about DAX evaluation context

  • Learn how filter functions affect evaluation context

  • Learn how date functions affect evaluation context

Looking Closer at DAX Measures

What should we calculate and how should we plot metrics to compare sales by product and shop?

  • Simple sum of sales is not optimal

  • Determine to calculate last 28 days of sales

  • Also focus on month-over-month change of monthly sales

Requirements, Metrics, and Charts

How can we add DAX measures that calculate rolling 28 days sales and month-over-month change of sales?

  • Look at filter functions allowing us to modify evaluation context accordingly

  • Add 28-days rolling sales

  • Add month-over-month change of rolling 28 days sales measure

Creating DAX Metrics for Comparison

How to compare products/shops at latest date?

  • Look how bar chart does that job

  • Add table visual and explore its functionality

  • Add conditional formatting to improve visual clarity of table

Use of Power BI Tables

How to compare products/shops over time and not just at a latest date?

  • Use legend field to create line chart of rolling 28 days sales

  • Identify ways to improve the chart

  • Modify DAX measure to improve comparison line chart

Using Line Charts

How to plot rank of selected shop and product?

  • Identifying DAX function that allows us calculate rank

  • Plotting rank and adding slicers

  • Adjusting chart format

Visualize Ranking in Power BI

What should we calculate and how should we plot metrics to visualize deviation from average?

  • Identify that existing sales measures are not optimal for current task

  • Determine that profit, not sales, is better metrics for performance

  • Define that profit margin will allow us correctly compare difference from average

Requirements and Metrics

How to add DAX measure that will allow us to calculate difference between shop profit margin and overall company profit margin?

  • Add new data column Profit and convert it to Euro

  • Add DAX measures that calculate overall profit and profit by shop

  • Add a DAX measure showing profit margin difference from company average

DAX Measure for Deviation from Average

How to visualize profit margin difference?

  • Visualize deviation from average using table visual and conditional formatting

  • Visualize deviation from average over time using area chart visual

  • Adjust formatting of visuals and add slicers

Visualizing Deviation from Average

What should we calculate and how should we plot metrics to visualize correlation?

  • Identify data columns to calculate correlation

  • Determine visual to use to achieve our goal

  • Determine that we should use custom visual

Understanding the Requirements and Metrics

What extra dependencies should we install and how to process the data to visualize correlation?

  • Install dependencies: R language: Download corplot visual:

  • Transform dataset Power Query

  • Add correlation plot

Installing Dependencies, Preparing Data, and Making a Correlation Matrix
Test your knowledge
5 questions
+ Building Interactive Dashboards with Microsoft Power BI
30 lectures 02:24:28

This video will give you an overview about the course.

  • Introduce the author

  • Describe the course workflow

  • Explain prerequisites

Preview 03:27

This video talks about the Power BI workflow.

  • Explain the Power BI workflow from visualizations through reports to dashboards

  • Show examples of reports and dashboards

  • Differentiate Power BI desktop from Power BI service

The Visualization Palette, Reports, and Dashboards

This video walks you through creating a basic report in Power BI.

  • Introduce the sample data and how to choose from the basic visualization types

  • Walk through creating bar and line charts

  • Walk through creating a map and time series

Link Them Up – Enabling Visual Interactions

This video talks about visualization and calculating KPIs in Power BI.

  • Explain KPI concepts

  • Introduce the KPI visuals

  • Create custom metrics with DAX and quick measures

Key to Performance – Calculating Your KPIs

This video talks about using legends and creating custom tooltips.

  • Create a legend and link it across charts

  • Create a custom column, using DAX, to display in a tooltip

  • Bind the custom column to a chart’s tooltip

Helpful Hints – Adding Tooltips and Legends

This video provides an overview of the section.

  • Introduce analytical dashboards as a concept

  • Describe the visuals we’ll be exploring

  • Show the completed example report running in Power BI

Introducing the Analytical Dashboard Example

This video will teach us how we can analyze time series data in Power BI.

  • Use a waterfall chart to explore drill-down

  • Use an Area chart to try out analytics

  • Use a ribbon chart to visualize rank changes over time

Time Matters – Time Series Chart

This video will help us understand what tools analysts can use to compare hot spots, over time and geography.

  • Introduce the heat streams and heat map visuals

  • Introduce the marketplace and create a heat streams visual

  • Create a heat map visual to find geographic hot spots

Some Like It Hot – Heat Map Charts

How can analysts slice and dice their data? How do what-if questions work in BI? In this video, you will learn about slicers and parameters to filter.

  • Build three slicers

  • Create a parameter and associated parameterized metric

  • Create a what-if tax scenario using the parameter

What-if – Using Parameters and Slicers to Filter and Explore

Through this video, you will learn how analysts can get at the raw data.

  • Introduce show data and export data in desktop

  • Introduce export to excel in dashboards

  • Demonstrate the enhanced features of export data in Power BI service

Detail Oriented – Exporting Data from Visuals

This video provides an overview of the section.

  • Introduce tactical dashboards as a concept

  • Describe the visuals we’ll be exploring

  • Show the completed example report running in Power BI

Introducing the Tactical Dashboard Example

In this video, we will learn how we can simply visualize distributions Power BI.

  • Introduce dot plot charts

  • Use a dot plot chart to get an overview of our cart stages

  • Use dot plot by MAQ software to explore two dimensions of the data

Point of Reference – Creating a Dot Plot

In this video, we will learn how we can get more insight into our distributions.

  • Introduce box and whisker plots

  • Create a box plot visual grouped by stage and sort it

  • Create a box plot video grouped by source and compare to bar charts

Statistics Never Lie – Box and Whisker Plots

How can we identify where on the internet our customers are coming from?

  • Introduce funnel charts

  • Create a regular funnel chart to show progress through the stages

  • Create a funnel with source by MAQ software to break down leads

Big Spenders – Building a Funnel Chart

In this video we will learn how to find out where in the world our customers are.

  • Use a map visual to break down by location and gender

  • Use a filled map visual to break down and filter by country

  • Use ArcGIS maps for Power BI to create a geographical drill-down

Where It Is – Geographical Map Charts

This video provides an overview of the section.

  • Introduce strategic dashboards as a concept

  • Describe the visuals we’ll be exploring

  • Show the completed example dashboard running in Power BI service

Introducing the Strategic Dashboard Example

How can we calculate and visualize period-over-period changes in Power BI?

  • Introduce period-over-period concepts

  • Use merge queries, a calculated column, and quick measures to calculate period-over-period changes

  • Visualize period-over-period changes in KPI and clustered column chart visuals

Are We There Yet? – Calculating Period-over-Period Changes

What’s the best way to evaluate a metric against a target?

  • Introduce bullet graphs and the bullet chart

  • Create a bullet chart using a custom visual

  • Color the bullet chart to match the design specification

On Target – Visualizing Comparisons with Bullet Charts

How do we mash up visuals into strategic-level dashboards?

  • Upload three dashboards to the Power BI service

  • Pin several visuals to a new dashboard

  • Arrange the dashboard to fit on a single screen

Mash It Up – Pinning Visuals to Dashboards

How can we add titles, images, and external links to a dashboard?

  • Add two image tiles to our strategic dashboard

  • Apply drill-down links to the image tiles

  • Add a text box tile to the dashboard, containing external links

Make It Pop – Adding Media Tiles to a Dashboard

This video provides an overview of the section.

  • Introduce data stories as a concept

  • Describe the visuals we’ll be exploring

  • Show the completed example report and dashboard running in Power BI

Introducing the Data Stories Dashboard Example

How can we build a customer browser?

  • Introduce the card browser custom visual

  • Demonstrate a couple of ways to use the card browser custom visual

  • Introduce the facet key custom visual

Meet the Players – Presenting Data with the Card Browser Custom Visual

How can we drilldown from one dashboard to another, and back?

  • Introduce drillthrough

  • Set up drillthrough

  • Set up a custom back button

Space Travel – Linking Together Dashboards with Actions

How do we create a presentation out of our data?

  • Introduce bookmarks

  • Use bookmarks to present a customer profile process

  • Create a button to expose a bookmark on a report page

Time Travel – Telling a Story with Bookmarks

How can we add external links to a report and dashboard?

  • Add URL links to our customer data

  • Bind URLs to the card browsers

  • Expose the card browser links on a dashboard and add a web content tile with an embedded link

Click for More – Embedded Links and Hyperlink Dashboard Tiles

This video provides an overview of the section.

  • Define formatting

  • Discuss best practices for labels and high level design.

  • Give tips for using color and fonts

Formatting Concepts and Best Practices

How can we change a report’s color scheme?

  • Explore Power BI themes

  • Demonstrate how to manually set colors for a report and its visuals

  • Use the format painter to share formatting among visuals

Formatting Visuals and Reports

How can we tidy up labels and numeric values?

  • Explore how renaming fields affects the visual’s title

  • Suggest when to turn off titles altogether

  • Demonstrate how to set up currency formatting in the data pane

Creating Relevant Labels and Effective Number Formats

How can we improve the formatting of a dashboard on web and mobile?

  • Explore dashboard themes

  • Introduce phone view

  • Optimize our strategic dashboard’s phone view to keep essential visuals above the fold

Formatting Dashboards

This video wraps up the course.

  • Review the Power BI workflow and offer a writing analogy

  • Review design best practices

  • Suggest checking out more videos

Course Conclusion
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