Power BI for Excel 2013 - Report Builders, Power BI Tools, Data Model Designers, and DAX Functions

Unlock the power of Excel 2013 with our comprehensive Power BI course, designed for data professionals to master PowerPivot, DAX functions, and advanced BI tools to transform and analyze complex data effortlessly.

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Essential Skills Gained

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Design effective PowerPivot reports and templates.

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Implement Power Views, Power Maps, and Power Queries in Excel.

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Understand and build advanced data models with DAX functionality.

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Utilize relational and date functions for customized data analysis.

Format

  • Instructor-led
  • 5 days with lectures and hands-on labs.

Audience

  • Report Builders
  • Data Analysts
  • BI Professionals
  • Excel Power Users

Description

First day topics covered include an overview of PowerPivot, creating effective and professional reports, creating hierarchies, effectively applying different chart styles, and creating report templates. Second day topics include creating Power Views with Excel, Power Map, and Power Query. Third day topics include database design concepts, how to build both general purpose and customized data models, and how to use basic DAX language and functionality to extend the capabilities of data models for in-depth and customized analysis of information. Fourth and fifth day topics covered in this class include Relational functions, Date functions, Banding, Ranking, advanced Slicer techniques, plus using DAX as a query language for customized analysis.

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Upcoming Course Dates

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Course Outline

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Lesson 1 : Introducing Power BI for Excel

  1. What Is Power BI for Excel?

  2. Power BI Key Features

  3. The Self-Service BI Model

  4. Power BI in Excel

  5. PowerPivot Add-In

  6. Using Power BI

Lesson 2 : Defining a Report

  1. What is a PowerPivot Report?

  2. Defining a Report

  3. Data-Driven Storytelling

Lesson 3 : Understanding PowerPivot Data

  1. Understanding Data Terminology

  2. Tables

  3. Relationships

  4. Diagnosing Data Models

  5. Data Model Schemas

Lesson 4 : Create Reports using PowerPivot Data

  1. Making Changes to PowerPivot Data

  2. Creating PowerPivot PivotTables

  3. Creating PowerPivot PivotCharts

  4. Creating Slicers

  5. Graphing Data

Lesson 5 : Understanding PowerPivot Functions

  1. Calculated Columns

  2. What is DAX?

  3. Understanding DAX Functions

  4. Common DAX Functions

  5. Dates and Date Functions

Lesson 6 : Introducing Power BI Tools

  1. Microsoft’s Self-Service Power Bi Model

  2. What Is Power BI for Excel

Lesson 7 : Power View for Excel

  1. What Is Power View?

  2. Creating Power View Reports

  3. Power View Interface Components

  4. Understanding Table Visualizations

  5. Chart Visualizations

  6. Power View Tiles, Slicers, & Multiples

Lesson 8 : Power Map/3D Maps for Excel

  1. What Is 3D Map/Power Map?

  2. Preparing a 3D Maps/Power Map Tour

  3. 3D Maps/Power Map Designer

  4. 3D Maps/Power Map Formatting Tools

  5. Finalizing a 3D Maps/Power Map Tour

Lesson 9 : BI Data Query Basics

  1. What Is a BI Data Query?

  2. Planning a BI Data Query

Lesson 10 : Query Editor Transformations

  1. Basic Transformations

  2. Merging & Appending Queries

  3. Calculated Columns

  4. Grouping and Summarizing Data

  5. Unpivoting Data

  6. Dealing with Malformed Data

  7. Finalizing Queries

Lesson 11 : Understanding BI Data

  1. Business Intelligence Data Sources

  2. Data Source Types

  3. Table Roles

Lesson 12 : Creating Data Models

  1. Creating a Data Model - Excel

  2. Creating a Data Model - Database

  3. Creating a Data Model - Hybrid

Lesson 13 : Creating DAX Functions

  1. Review of Syntax and Calculated Columns

  2. Best Practices

  3. DAX Measures

  4. Creating Measures (Calculated Fields)

Lesson 14 : Dates and Hierarchies

  1. Building Data Tables

  2. Building Data Hierarchies

Lesson 15 : Shaping Reports

  1. Building Communication Worksheets

  2. Controlling Item Ordering

  3. PowerPivot Metadata

Lesson 16 : Basic DAX Functionality

  1. Review Of Calculated Column

  2. PivotTable Function

  3. Review Of Measure

  4. Rules Of DAX Measure

  5. Evaluation Context

  6. Formatting DAX Code

Lesson 17 : Controlling Content & Values

  1. Controlling Values

  2. Switch Function

  3. Error Handling

Lesson 18 : Context Control Functions

  1. Filter Function

  2. All Function

  3. Iterative Functions

  4. Earlier Function

  5. Calculate Function

  6. Additional Uses Of The All Function

Lesson 19 : Contexts In Relationships

  1. Working With Many Tables

  2. Row Context & Relationships

  3. Filter Context & Relationships

  4. Values Function

Lesson 20 : Advanced Concepts

  1. Circular Dependencies

  2. Controlling Totals

  3. Advanced Hierarchy Concepts

Lesson 21 : Time Intelligence Calculations

  1. Working With Date Tables

  2. Calculating Operating Periods

  3. Working With Missing Periods

  4. DAX Date Functions

  5. Advanced Date Functions

  6. Prior Year Functions

  7. Moving Averages

Lesson 22 : DAX Dashboard Techniques

  1. Parameter Tables

  2. Banding

  3. Ranking

  4. Advanced Slicer Techniques

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