Course Summary
This course covers the various methods and best practices that are in line with business and technical requirements for modeling, visualizing, and analyzing data with Power BI.
The course will show how to access and process data from a range of data sources including both relational and non-relational sources. Finally, this course will also discuss how to manage and deploy reports and dashboards for sharing and content distribution.
Prepare the data:
• Get data from data sources
• Identify and connect to a data source
• Change data source settings, including credentials, privacy levels, and data source locations
• Select a shared semantic model, or create a local data model
• Choose between DirectQuery, Import, and Dual mode
• Change the value in a parameter
• Clean the data
• Evaluate data, including data statistics and column properties
• Resolve inconsistencies, unexpected or null values, and data quality issues
• Resolve data import errors
• Transform and load the data
• Select appropriate column data types
• Create and transform columns
• Transform a query
• Design a star schema that contains facts and dimensions
• Identify when to use reference or duplicate queries and the resulting impact
• Merge and append queries
• Identify and create appropriate keys for relationships
• Configure data loading for queries
Model the data:
• Design and implement a data model
• Configure table and column properties
• Implement role-playing dimensions
• Define a relationship’s cardinality and cross-filter direction
• Create a common date table
• Implement row-level security roles
• Create model calculations by using DAX
• Create single aggregation measures
• Use CALCULATE to manipulate filters
• Implement time intelligence measures
• Identify implicit measures and replace with explicit measures
• Use basic statistical functions
• Create semi-additive measures
• Create a measure by using quick measures
• Create calculated tables
• Optimize model performance
• Improve performance by identifying and removing unnecessary rows and columns
• Identify poorly performing measures, relationships, and visuals by using Performance Analyzer
• Improve performance by choosing optimal data types
• Improve performance by summarizing data
Visualize and analyze the data:
• Create reports
• Identify and implement appropriate visualizations
• Format and configure visualizations
• Use a custom visual
• Apply and customize a theme
• Configure conditional formatting
• Apply slicing and filtering
• Configure the report page
• Use the Analyze in Excel feature
• Choose when to use a paginated report
• Enhance reports for usability and storytelling
• Configure bookmarks
• Create custom tooltips
• Edit and configure interactions between visuals
• Configure navigation for a report
• Apply sorting
• Configure sync slicers
• Group and layer visuals by using the Selection pane
• Drill down into data using interactive visuals
• Configure export of report content, and perform an export
• Design reports for mobile devices
• Identify patterns and trends
• Use the Analyze feature in Power BI
• Use grouping, binning, and clustering
• Incorporate the Q&A feature in a report
• Use AI visuals
• Use reference lines, error bars, and forecasting
• Detect outliers and anomalies
• Create and share scorecards and metrics
Deploy and maintain items:
• Create and manage workspaces and items
• Create and configure a workspace
• Assign workspace roles
• Configure and update a workspace app
• Publish, import, or update items in a workspace
• Create dashboards
• Choose a distribution method
• Apply sensitivity labels to workspace content
• Configure subscriptions and data alerts
• Promote or certify Power BI content
• Manage global options for files
• Manage semantic models
• Identify when a gateway is required
• Configure a semantic model scheduled refresh
• Configure row-level security group membership
• Provide access to semantic models
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