D2: Introduction to the Power of Power BI (1 day)

Power BI (including Power Query & Power Pivot) are the biggest Excel news items in the last 10 years. They give Excel users the power to draw information out of multiple sources, link it together then perform calculations on it that can then be sliced & diced any way you want.

This hands-on course is focused on real-world techniques utilizing the amazing capabilities of Power Query, Power Pivot and PowerBI.

The 1 day course covers the core elements needed to get an understanding of what Power BI, PowerPivot and PowerQuery can do. You will use Power Query to extract and shape data and then load it into Power Pivot.  You will build a complex Power Pivot Model from scratch, write DAX formulas and set up interactive reports.

The 2 day course delves deeper into all of the topic areas demonstrating how to get the most from these amazing tools.  You will learn extra advanced Power BI features not covered in the 1 day course get a more in-depth understanding of Power Query and Power Pivot reporting techniques.

Download Overview

Expert Facilitator | Customise & run this course In-House | Course Enquiry

What you get from this course

  • Understand how Power BI builds on the functionality of Excel’s native tools, such as PivotTables, slicers and key analytical functions
  • Be able to import data from a variety of electronic sources and relate them quickly to deliver key information in minutes not weeks
  • Derive best practice database design, realising the power of the Data Model by using LOOKUP lists and efficient database design
  • Provides an introduction to Power BI’s Data Analysis Expressions (DAX) language

Pre-requisites

This is an intermediate course and users should already be comfortable with Excel to get the most from this course.

Participants should be familiar with functions & concepts such as VLOOKUP and SUMIFS.

The focus of the course on Power BI in Excel 2013/2016 and is also applicable to Power BI Desktop.

Agenda Highlights

Power BI & PowerPivot Introduction

•            Creating your first PowerPivot Model

•            Mapping tables

•            Joining multiple tables together and understanding relationships

•            Creating a Calendar Table*

•            Utilizing a Calendar Table

•            Advanced PivotTable Design*

•            Pivot Charts*

•            PowerMap*

In-depth Power BI & PowerPivot Models

•            Creating more complex PowerPivot models

•            Calculated Columns

•            Introducing DAX formulas and Calculated Fields (Measures)

•            Filters and Slicers

•            Improve the user experience through Hiding and Hierarchies

•            Pitfalls to avoid

•            How to build in checks to detect new data or imbalances

•            Creating useful time based measures with more advanced DAX formulas

•            CALCULATE explained*

•            CUBE formula*

•            KPIs*

PowerQuery

•            Exploring the User Interface

•            PowerQuery techniques

•            How to “un-pivot” data

•            How to merge multiple queries into one table

In-Depth PowerQuery

•            Using variables for query parameters*

•            Introduction to the Advanced Editor and M language*

•            Creating re-usable custom functions*

•            Calendar Creator

Power BI Desktop & POWERBI.com

•            Power BI Desktop

•            A comparison with PowerPivot and PowerQuery

•            An overview of the graphical interface

•            Custom Visualizations

•            PowerBI.com

•            Publishing and Sharing your Dashboards

* orange text = areas only covered in the 2-day version of this course

Who should attend?

  • Excel users & analysts that focus on extracting, re-organizing and analyzing data
  • Excel users & analysts involved in creating visualizations & data modelling
  • Anyone interested in saving huge amounts of time in automating the work involved in creating recurring reports and dashboards

Related Courses

D1 Dashboard Design for Reporting & Analysis (2 days)
Learn how to build a great dashboard design that communicates information in an easy-to-interpret manner.
D3 Introduction and Exploration of Power BI (2 days version)
This Power BI course covers all of the material in the the one day course (D2) plus goes more in-depth into how to get the most from these amazing utilities: Power Query, Power Pivot, Power BI Desktop
D4 Power Query (Get & Transform) for Excel and Power BI Desktop (1 day)
Power Query is the best thing to happen to Excel in the last 10 years. It gives Excel users the power to draw information out of multiple sources, cleanse and transform that data and load it into Excel, Power Pivot or Power BI Desktop.& It will save you hours of manual data manipulation.

 

Wyn HopkinsFacilitator: Wyn Hopkins

Chartered Accountant (CA), Excel Expert (MS)   | LinkedIn |

Wyn is a Senior Manager with Access Analytic, an Australian consulting company that specialises in providing AMAZING Excel and Power BI solutions to assist companies to grow, control cost and reduce risk.

Wyn gained his Chartered Accountant qualification at PricewaterhouseCoopers in the UK in 2000.

He has extensive Business Analyst experience in FTSE 100 financial services companies (HBOS and Barclays in the UK) plus multinational clients in Perth including Chevron.

Wyn is a highly skilled developer and trainer completing many successful projects in the areas of:

  • spreadsheet re-engineering
  • Power BI
  • management reporting
  • budgeting and forecasting
  • financial modelling

 

Benefits & Inclusions

Practical: Highly experienced facilitators who actively and regularly consult to clients also.
Applicable: apply what you learn to your job to further your career.
Hands-on: the course is designed to provide maximum hands-on experience.
Passionate: Our facilitators love this subject!
Clear: we specialise in translating complex subjects into concepts that are easy to understand.
On-going help: you can always e-mail the facilitator.
CD/USB: includes worked examples, suggested solutions, reference materials, and a large variety of templates that can be immediately applied to kick-start your projects.
Comprehensive course notes.
Networking: meet industry peers and hear how they approach this subject.
Certificate of completion, showing 7.5 hrs of Continuing Professional Development (CPD) per day.
… and much more!

Companies today are demanding increasing value and greater returns from their training budget.

The best way to achieve this is to run in-house courses where we come to your office and provide a customised course for your staff.

Benefits

  • More Relevant: we can customise our courses to suit your training needs and may even be able to incorporate some of your own data or models into the training to make it more relevant and useful for the participants
  • More Flexible: schedule the training when it suits you best.  You can even schedule the training days across multiple weeks to reduce the impact on workloads & schedules.
  • More Convenient: we come to your office so there’s no travel time or cost for your staff.  We are happy to travel to remote office locations, interstate or overseas.
  • More Affordable: in-house courses are up to 80% cheaper than sending the same number of people on a public course.  This lets you train more people for less!
  • No hidden extras: we provide a fixed fee up-front that includes all costs
  • Small or Large: in-house training is cost-effective for groups as small as 4 people.  You can even organise your own group if you wish by combining with other companies/colleagues!

Call us on +61 8 6210 8500 to discuss your requirements or enquire online.

Discount:
A 10% discount applies when booking 10+ full days of training in any 30 day period