Power BI Bootcamp. Course Modules. Mastering the Power BI Platform. Business Analysts, BI Professionals and Data Wranglers

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1 Power BI Bootcamp Mastering the Power BI Platform Course Code Audience Format Length Course Description Student Prerequisites PBI365 Business Analysts, BI Professionals and Data Wranglers Instructor-led training with hands-on labs 3 Days Power BI Bootcamp is fast-paced 3-day training course designed to get students up to speed on building and deploying custom solutions using Microsoft s rapidly evolving Power BI platform. Students will work through indepth, hands-on lab exercises to reinforce the benefits of using a project-based approach for creating custom BI solutions. The course also teaches students about the tools and techniques that are used to move a Power BI project through its lifecycle to the point where the project can be deployed into a production tenant in the Office 365 environment. Students will learn what can be accomplished with the Power BI service using just a browser as well as which types of project work must be completed using Power BI Desktop. Students will learn how to use the query features in Power BI Desktop to import and transform data as it loads into a project s data model. The course also teaches students how to use the data modeling features of Power BI Desktop and the DAX programming language to extend the data model to support rich data analytics and reporting. Students will additionally learn how to create reports and dashboards as well as how to deploy a project using dashboard sharing and using organizational content packs. Along the way, students will learn how to create and manage custom Power BI solutions which analyze, report on and refresh data extracted from SharePoint lists and SQL server databases in an on-premises environment. Students will also learn how to create reports and dashboards which target mobile devices. The course concludes by examining how to integrate the Power BI platform together with Excel 2016 and Excel Online. Students should have prior experience working with Microsoft Excel and be familiar with navigating around within the Office 365 and Excel Online environment. It is recommended that students also have prior experience working with relational databases, tabular databases and other related BI technologies. Course Modules 1. Introducing the Power BI Platform 2. Getting Started with Power BI Desktop 3. Mastering the Query Features of Power BI Desktop 4. Designing a Data Model with Power BI Desktop 5. Modeling Data with Hierarchies and Time Intelligence 6. Designing Interactive Reports in Power BI Desktop 7. Designing and Deploying Dashboards 8. Designing Dashboards for Mobile Devices 9. Managing Power BI Gateways and On-premises Data 10. Integrating Power BI with Excel 2016 and Excel Online info@criticalpathtraining.com (866)

2 Course Module Detailed Outline Module 01: Introducing the Power BI Platform This module introduces the fundamental concepts and terms associated with the Power BI platform. Students will learn about Power BI architecture and gain a solid understanding of how the Power BI platform has been integrated with Microsoft Azure, Azure Active Directory, Office 365. Students will work through the steps required to create a trial Office 365 tenant which can serve as a multiuser test environment for designing and testing custom Power BI solutions. Students will learn how to get up and running in the Power BI Service by creating datasets, reports and dashboards using the browser. The module teaches students about Power BI licensing and the differences between standard Power BI subscriptions and a Power BI Pro subscriptions. The module concludes by discussing how to keep current with the Power BI cloud cadence and the monthly updates that Microsoft consistently applies to the Power BI platform. Understanding the Power BI Platform Creating a Trial Office 365 Tenant for Testing Creating Datasets, Reports and Dashboards Understanding Power BI Licensing Staying in Sync with Monthly Updates Hands-on Lab: Getting Up and Running with the Power BI Service Exercise 1: Create a new Office 365 Trial Tenant Exercise 2: Install the Desktop Version of Microsoft Office 2016 Pro Exercise 3: Upload a Workbook with Sample Data to OneDrive for Business Exercise 4: Add a Secondary User Account for Testing Purposes Exercise 5: Use the Power BI Service to Import a New Dataset Exercise 6: Create a New Power BI Report with Multiple Pages Exercise 7: Create and Share a Power BI Dashboard Exercise 8: Get Quick Insights on a Power BI Dataset Module 02: Getting Started with Power BI Desktop This module provides an overview of Power BI Desktop, Microsoft s primary tool for creating custom BI solutions using the Power BI platform. Students will learn how to install and configure Power BI Desktop as well as how to create datasets by importing data from external sources. The module provides students with an introductory tour of how to get around in Power BI Desktop as well as how to create queries to import data to populate the dataset for a Power BI Desktop project. Students will also learn how to get started with data modeling in Power BI Desktop by writing expressions in Data Access Expression language (DAX) to create calculated columns and measures. Along the way, students will learn about Power BI Template files and how the PBIX file format is used by Power BI Desktop as well as the process used to create interactive reports and to publish them to the Power BI service. Getting Started with Power BI Desktop Creating Queries in Power BI Desktop Modeling Data in Power BI Desktop Designing Reports in Power BI Desktop Publishing Power BI Desktop Projects Understanding Parameters and Template Files Hands-on Lab: Getting Started with Power BI Desktop Exercise 1: Installing and Configuring Power BI Desktop Exercise 2: Creating Queries to Import Data into Power BI Desktop Exercise 3: Extending a Data Model using Calculated Columns and Measures Exercise 4: Create a Report using Power BI Desktop Exercise 5: Publishing a PBIX File to the Power BI Service Critical Path Training All Rights Reserved 2

3 Module 03: Mastering the Query Features of Power BI Desktop This module introduces the core concepts of creating and executing queries in Power BI Desktop. Students will learn how to leverage the query features of Power BI Desktop to import data from a variety of sources including databases, Excel spreadsheets, web pages and SharePoint lists. Students will also discover how to design queries to clean up, transform and reshape data during the import process by learning about all the different type of query operations available in the Power BI Desktop query builder. The module also examines the use of query parameters and powerful transform operations such as merging columns and appending rows from multiple data sources. The module concludes by explaining to students how to design queries to convert an OLTP database design into an OLAP data model that is better suited for data analysis and reporting in a Power BI Desktop project. Deciding What To Measure Understanding Queries in Power BI Desktop Working with the Query Editor Window Designing Advanced Combine Queries Importing OLTP Data Into a Star Schema Hands-on Lab: Designing Queries to Extract and Transform Data Exercise 1: Importing Data from a SQL Azure Database Exercise 2: Design Queries to Transform and Reshape Customer Sales Data Exercise 3: Using Power Query to Transform and Reshape Product Data Exercise 4: Using Power Query to Transform and Reshape Product Data Exercise 5: Using Power Query to Transform and Reshape Purchase Data Module 04: Designing a Data Model with Power BI Desktop This module dives deep into the data modeling features available when using Power BI Desktop project and Data Analysis Expression language (DAX). Students will learn about the technical details of table relationships as well as the basic syntax required to write maintainable DAX expressions. The module demonstrates how to create calculated columns and measures and then explains when to use one versus the other. The module teaches students how to import a lookup table from a secondary data source and integrate it into the data model to assist with data categorization. The module concludes by demonstrating how to configure the metadata for geolocation fields within a data model so they can be used to visually map aggregated data values to geographical locations such as countries, states, cities and zipcodes. Modeling Data in Power BI Desktop Understanding Table Relationships Writing DAX Expressions Creating Calculated Columns Creating Measures to Aggregate Data Adding Geographic Fields to a Data Model Hands-on Lab: Designing a Data Model in Power BI Desktop Exercise 1: Hiding and Formatting Columns in the Data Model Exercise 2: Extending the Data Model by Creating Calculated Columns Exercise 3: Extending the Data Model with a Lookup Table Exercise 4: Extending the Data Model by Creating Measures Exercise 5: Extending the Data Model with Geolocation Metadata Module 05: Modeling Data with Hierarchies and Time Intelligence This module begins by teaching students how to create dimensional hierarchies in the data model of a Power BI Desktop project. The module also discusses the essential DAX topic of evaluation contexts and explains how it affects the way you write your DAX code. Students will learn how to create calendar tables to analyze and report on data in a variety of time dimensions. The second half of the module focuses on the support in the DAX language for writing expressions that provide rich analytic capabilities to calculate year-to-date totals and rolling averages and to provide drill down capabilities to the level of month, week or day. Creating Dimensional Hierarchies Understanding the Evaluation Context Extending the Data Model using Calendar Tables Writing DAX Expressions with Time Intelligence Critical Path Training All Rights Reserved 3

4 Writing DAX Code with Contextual Awareness Hands-on Lab: Modeling Data with Hierarchies and Time Intelligence Exercise 1: Create a Dimensional Hierarchy for Product Category Exercise 2: Create a Dimensional Hierarchy for Customer Geography Exercise 3: Extend the Data Model by Adding a Calendar Dimension Table Exercise 4: Design Reports and Visuals using the Calendar Table Exercise 5: Create Measures using DAX Time Intelligence Functions Exercise 6: Create Measures to Monitor Growth in Sales Revenue Module 06: Designing Interactive Reports in Power BI Desktop This module demonstrates how to use the report design features of Power BI Desktop to create reports using the standard set of Power BI visuals. The module teaches students how to add effective interactive behavior to Power BI reports using slicers, visual highlighting and drill actions. The module takes students on a tour of the custom visuals available in the Power BI Custom Visuals Gallery and explains how to import custom visuals into a Power BI Desktop project. The module introduces the fundamental concepts of Row-level Security (RLS) in the Power BI platform and demonstrates the steps required to implement RLS in a custom solution. The module concludes with a discussion of publishing a Power BI Desktop project to the cloud in the Power BI service and taking advantage of Power BI platform s Publish To Web feature. Designing Interactive Reports Creating the Top 5 Products List Importing Custom Visuals Implementing Row-level Security (RLS) Publishing a Project to the Power BI Service Using the Publish to Web Feature Hands-on Lab: Designing Interactive Reports in Power BI Desktop Exercise 1: Create the Sales Revenue Breakdown Report Exercise 2: Import a Custom Visual for Use in a Power BI Report Exercise 3: Create the Top 5 Products Report Exercise 4: Create the Top 10 Customers Report Exercise 5: Configure Project Roles to Enabled Row-level Security (RLS) Exercise 6: Publish Your Project and Its Reports to the Power BI Service Module 07: Designing and Deploying Dashboards The module begins by explaining the fundamental concepts of dashboard design in the Power BI platform. Students will learn to create dashboard tiles by pinning visuals from reports. Students will also learn how to query a dataset using Natural Language Q&A and how to pin Q&A query results to a dashboard. The module explains the benefits and limitations of dashboard sharing as a mechanism in Power BI for making dashboards accessible to other Office 365 users. The module concludes with a discussion of team-based authoring and using the best practice technique of creating group workspaces to move a custom solution into staging and then into production. Along the way, students will learn how to deploy their own custom solutions in an Office 365 tenant using Organization Content Packs. Designing Dashboards for Power BI Executing Queries with Natural Language Q&A Sharing Dashboards with Other Office 365 Users Staging & Deployment using Group Workspaces Working with Organizational Content Packs Hands-on Lab: Creating and Deploying Dashboards in Power BI Exercise 1: Create the Regional Sales 2015 Dashboard Exercise 2: Share the Product Sales Analysis Dashboard Exercise 3: Create New Group Workspaces for Development and Production Exercise 4: Publish a Power BI Desktop Project to the Development Group Workspace Exercise 5: Create and Design the Product Sales Analysis Dashboard Exercise 6: Deploy a Dashboard using an Organizational Content Pack Critical Path Training All Rights Reserved 4

5 Module 08: Designing Dashboards for Mobile Devices This module examines the architecture and technologies which allow the Power BI platform to provide first-class support for mobile devices such as iphones, ipads, Android devices and Windows Phone. Students will learn how to install and configure the native Power BI app on a mobile device as well as how to sign in and navigate across workspaces, dashboards and reports. The module demonstrates how to leverage Power BI mobile features such as creating Favorites, Alerts and Annotations. The module concludes with a discussion of best practices in mobile dashboard design and an explanation of how to adopt a mobile-first strategy when building custom solutions targeting the Power BI platform. Understanding Power BI Mobile Installing the Power BI App on Mobile Devices Navigating Groups, Dashboards and Reports Creating Mobile Favorites, Alerts and Annotations Designing Mobile-First Dashboards Hands-on Lab: Designing Dashboards for Mobile Devices Exercise 1: Install the Native Power BI App on Your Mobile Device Exercise 2: Navigate Around in the Power BI Service using your Mobile Device Exercise 3: Create a Report Designed Specifically for Mobile Devices Exercise 4: Create an Annotation and a Data Driven Alert with your Mobile Device Module 09: Managing Power BI Gateways and On-premises Data The module begins by explaining the differences between imported datasets and datasets which are based on a live connection. Students will learn how to configure data source credentials in the Power BI service making it possible to refresh data manually on demand or in an automated and scheduled fashion. The module also discusses the role of gateways in the Power BI platform and explains what types of connections and scenarios require you to install and configure a Power BI gateway. Student will learn about the differences between the Personal Gateway and the On-premises Gateway and also learn how to configure on-premises data sources to support data refresh and DirectQuery Mode. Comparing Imported Datasets to Live Connect Refreshing Data using Storing Credentials Configuring a Dataset for Auto Refresh Installing and Configuring Personal Gateway Installing and Configuring On-premises Gateway Designing Datasets using DirectQuery Mode Hands-on Lab: Configuring Data Sources, Gateways and DirectQuery Exercise 1: Configure Data Source Credentials in the Power BI Service Exercise 2: Create a Schedule to Automatically Refresh a Dataset Exercise 3: Install a Power BI Gateway as a Personal Gateway Exercise 4: Connect to a Data Source using DirectQuery Mode Module 10: Integrating Power BI with Excel 2016 and Excel Online This module begins with a high-level overview of the integration points that exist between the Excel Desktop application, Excel Online and the Power BI platform. Students will learn about the differences between the querying and data modeling features of Excel 2016 versus those of Power BI Desktop. Student will learn the benefits and techniques for importing data from Excel workbooks into the Power BI service as well as how to publish a data model in an Excel workbook file for use in a custom Power BI solution. The module teaches students how to install and leverage the Power BI Publishing for Excel Add-in to pin pivot tables, charts and graphs from an Excel workbook file to a Power BI dashboard. The module concludes with a discussion of the Power BI platform s feature known as Analyze in Excel which makes it possible to connect to an Excel workbook file to a dataset that has been created using Power BI Desktop and published to the Power BI service. Understanding Excel Integration with Power BI Designing Data Models in Excel 2016 Importing Excel Workbook Data into Power BI Publishing Data Models using Excel Workbooks Using the Power BI Publishing for Excel Add-in Critical Path Training All Rights Reserved 5

6 Connecting from Excel to a Power BI Dataset Hands-on Lab: Integrate Excel Workbooks with the Power BI Service Exercise 1: Upload Two Excel Workbooks to OneDrive for Business Exercise 2: Connect to an Excel Workbook from the Power BI Service Exercise 3: Import an Excel Workbook into the Power BI Service Exercise 4: Pin a PivotChart to a Dashboard using the Power BI Publisher for Excel Exercise 5: Use Analyze in Excel to Connect an Excel Workbook to a Power BI Dataset Critical Path Training All Rights Reserved 6