
This video provides an overview of the entire course.
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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 PowerBI.com
In this video, we will learn about app workspaces, what they are for, and how to create one. Refer to this link: https://powerbi.microsoft.com/en-us/blog/enable-your-team-with-new-workspaces-experiences-preview/
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
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
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
This video concludes the course.
This video provides an overview of the entire course.
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
This video will give you an overview about the course.
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
What extra dependencies should we install and how to process the data to visualize correlation?
Install dependencies: R language: https://cran.r-project.org/bin/windows/base/ Download corplot visual: https://store.office.com/addinsinstallpage.aspx?rs=en-US&assetid=WA104380814
Transform dataset Power Query
Add correlation plot
This video will give you an overview about the course.
Introduce the author
Describe the course workflow
Explain prerequisites
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
How can we drilldown from one dashboard to another, and back?
Introduce drillthrough
Set up drillthrough
Set up a custom back button
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
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
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
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
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
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
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
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.