Certificate Authentication

Day One

Overview of Power BI
• The Value Offering
• Licensing and Pricing
• Overview of Power BI Components and Workflow Power BI Cloud Service (the wow features)
• Overview of the Cloud Service • Role and Functionality for Consumers
• Building an Overview Dashboard
• Creating Advanced Dashboards
• How Consumers use Power BI to Answer Questions
• Unlock Insights using the Q&A Features
• Obtaining Value from Quick Insights (Built in AI)

Power BI Desktop
• Introduction to Power BI Desktop
• Understanding Updates & Preview Features
• Technical Options & Settings

Data Modelling Concepts
• Handling of different data structures
• What is a Star Schema & why would I need it?
• Best Practice Steps before Building any Reports
• The purpose of Relationships between Data Tables
• Combining data from multiple different sources

Importing and Transforming Data
• Importing Data from various sources
• Introduction to Query Building
• Query Editor Overview
• Understanding Query Design & the ETL Process
• Query Building Best Practices • Understanding the Concepts of Applied Steps
• Common Data Transformations o Cleaning data (covers many different methods)
o Merging Datasets
o Unpivoting Data
o Combining Files from a Folder
o Appending Datasets
o Creating Columns from Examples
• Adding a Dynamic Calendar Table

Data Modelling
• Creating Relationships between Tables
• Handling Multiple Relationships Between Two Tables
• Default Summarization of Fields
• Custom Sorting of Columns
• Data Types & Formatting
• Optimizing Q&A - Creating Data Synonyms

• Tidying Up the Model

Report Building
• Introduction to measures in Power BI
• Difference between Implicit Vs Explicit Measures
• Introduction to DAX (Formula Language)
• Understanding DAX Syntax
• Creating Calculated Measures Vs Calculated Columns
• Differences Between Base Measures & Metrics

Day Two

Report Building (cont.)
• Learning How to Significantly Enhance Reports
• Adding Drill-downs to Visuals
• Introduction to Time Intelligence Concepts
• DAX Functions: YTD, Last Year, YoY Growth etc.
• Customising Report Visual Interactivity
• Adding Tooltip Report Pages
• Referencing Inactive Relationships in the Model
• Creating Drill-Through Report Pages
• Commonly Used DAX Functions
• Replicating Excel Pivot Tables
• Optimising the Matrix Layouts

Report Functionality
• Best Way to teach Drill-down Options to Consumers
• Understanding and Optimising KPI cards
• Enhancing the Message of Visual Tooltips
• Drilling Down on both Rows and Columns
• Types of Conditional Formatting
• Customising the Visual Filter Context Cards • Viewing the Underlying Data Driving a Visualisation
• Customising Interactivity Between Visual on the Page
• Optimising Report Slicers and Cards
• Top 10 & Bottom 10 Filters
• Adding Relative Date & Filters
• Adding Information Pop-up messages to visuals
• Using Built-in Artificial Intelligence to unlock Insights
• Optimising the Message of Default Report Tooltips

Report Visualisations
• Choosing Appropriate Visuals Based on Context
• Using Custom Visuals
• Replicating Excel Combo Charts
• Conditional formatting of Visuals
• Moving away from 1 Dimensional Story-telling

• Exploring the Q&A Visual

Optimising the Design
• Formating Visuals and Reducing Page Cluttered
• Using the Format Painter
• Visual Alignment Tips
• Custom Page Sizing
• Adding Logos & Custom Icons
• Using Buttons to Enhance Navigation
• Using Page Templates
• Making Enhancements with Shapes and Lines
• Creating or Modifying Visual Themes
• Best Practice Guidelines and Development Tips
• Removing or Hiding Data Model Redundancies

Governance & Distribution
• Understanding Row Level Security
• Creating and Testing Security Roles
• Publishing Models to the Cloud Service
• Adding Users to Security Defined Roles
• Scenarios For Sharing Reports & Dashboards
• Creating Group Workspaces
• Collaborating on Content in a Workspace
• Publishing Power BI Apps for Consumers
• Adding Users & Editing Workspaces
• Installing & Connecting to Apps
• Role of a Power BI Cloud Service Administrator
• Viewing Usage Metrics Reports

Data Refreshing
• Overview of the Data Gateway
• Scheduling Data Refreshes
• Refreshing On-Demand

Day Three

Using What-if Analysis
• Understanding the What-if Parameter Concepts
• Build a What-if Analysis Report
• Using Power BI Field Parameters
• Showcasing Other Use Cases

Power BI Bookmarking
• Understanding the Value Offering
• Using Bookmarks for Presentations
• How to use Bookmarks to Enhance the Visual Story

• Switching Between Chart Types
• Use Buttons or Images with Bookmarks
• Creating a Report Menu Page with Bookmarks
• Consolidating Report Views onto a Single Page

Slicing Reports by Measures
• How to Switch between Comparison Metrics
• Use Field Parameters to Switch Multiple Measures
• How to Capture Slicer Selections with DAX
• Creating Dynamic Headers
• How to use Field Parameters to Switch Dimensions
• How to Switch Measures and Dimensions in Visuals

Filter Contexts with DAX
• Understanding the DAX Filter Context
• Filtering with 'Calculate'
• Modifying the Filter Context
• Ignoring the Filter Context
• Using the 'FILTER' Function
• Using Relative and TopN Filters

Advanced Tabular Layouts
• Overcoming Layout Limitations with Custom Mapping
• Creating a Dynamic Mapping Table
• Adding Mapping Tables to the Data Model
• Custom Sorting of Reporting Rows
• Create a Basic Profit and Loss Report
• Cloud Based Query Building Best Practices
• Creating Conditional Columns

Creating a Common Data Model
• Understanding the value offering
• Connecting to Power BI Data Sets (Live Connect)
• How Power BI Data Flows work
• Power Query in the Cloud - Self-Service Data Prep
• Connecting to and Managing Power BI Data Flows

Dynamic Row Level Security
• Usage Scenarios
• Mapping User IDs to the Data Model
• DAX Functions for returning Usernames
• Adding Roles in Power BI Desktop
• Assign Users to Power BI Security

Review of Best Practices
• Summarising key concepts
• Review of additional Power BI features (time permitting)