ANALYSE AND VISUALISE DATA WITH POWER BI MASTERCLASS:

Effective dashboard reporting and business intelligence for strategic insights

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Kuala Lumpur, Malaysia  (7-8 Oct)
Singapore  (24-25 Oct)

Workshop Overview

Tired of struggling with countless complex Excel reports which contain hundreds of formulas, not to mention the headache of trying to make sure everyone is using the latest version. Power BI is a suite of interactive data visualisation business analytics tools that deliver insights throughout your organisation. You can use Power BI to connect to hundreds of data sources, simplify data preparation, and drive ad hoc analysis. Power BI produces beautiful reports, then publish them for your organisation to consume on the web and across mobile devices. Everyone can create personalised dashboards with a unique, 360° view of their business and scale across the enterprise, with governance and security built-in.

We will show you how, without the need of former data analysis training or needing to learn another language, you can be building and sharing reports and dashboards that are useful and beautiful.

Key Takeaways

By the end of the course, participants will:

  • Clean and transform data, model it and build KPIs and metrics that answer specific business questions
  • Use DAX effectively to build time intelligence reports, slice reports by measures and filter according to context
  • Access data from supported on-premises and cloud-based sources with automated, incremental refreshes
  • Combining multiple data sources into one dataset
  • Perform forecasting
  • Apply security rules and share content
  • Create stunning reports with interactive data visualisations
  • Perform analytics and find patterns with Power BI features like quick measures, grouping, forecasting and clustering.
Prerequisites

No prior knowledge of programming or data analysis is required.

Methodologies

Clear explanation of theories coupled with hands-on exercises for a firm grasp of Power BI through:

  • Practical Examples
  • Case Studies
  • Short Exercises
  • Group Discussions
Who Should Attend

This workshop is crucial for analysts, managers, reporting professionals, business owners, executives, and anyone who need to derive and share insights with business data.

This training is highly recommended for:

  • Directors
  • General Managers
  • Finance Managers
  • Business Analysts
  • BI Professionals
  • Sales Managers
  • HR Managers
  • Data Analytics Manager
  • BusinessOwners
  • Anyone who deals with
    business, management and financial reporting
Software Used

Power BI Desktop

ProgramME Agenda

Session 1: INTRODUCTION

  • Overview of training aim, objectives and agenda

Session 2: POWER BI CLOUD SERVICE

  • Cloud service overview
  • Importing report into the cloud service
  • Dashboard flow and navigation
  • Power BI for mobile
  • Natural language queries
  • Quick insights
  • Content packs
  • Publish to web (embedded)
  • Export to PowerPoint

Session 3: POWER BI DESKTOP

  • Overview of Power BI desktop
  • Similarities to Excel Power Pivot
  • Similarities to Excel Power Query
  • Technical options & settings
  • Monthly updates

Session 4: IMPORTING AND TRANSFORMING DATA

  • Importing data from various sources
  • UsingDirectQuery
  • Query editor overview
  • Understanding query design & the ETL process
  • Query building best practice
  • Understanding applied steps
  • Datatransformations
  • Cleaning data
    • Merging datasets
    • Unpivoting data
    • Combining files from a folder
    • Appending datasets
  • Using a dynamic fiscal calendar table
  • Creating parameters

Session 5: DATA MODELLING

  • Creating relationships
  • Bidirectional relationships
  • Default summarisation
  • Custom sorting of columns
  • Data types and formatting
  • Creating data synonyms

Session 6: REPORT BUILDING

  • Build a time intelligence report
  • Report layout guidelines
  • Understanding DAX syntax
  • Implicit vs explicit measures
  • Base measures and metrics
  • Commonly used DAX functions
    • Sum, average
    • Time intelligence (MTD, QTD, YTD, Prior year)
    • Calculate and filter context
    • Filter, All
    • IF, HasOneValue
    • Switch
    • Divide
    • UserRelationship
    • Selected Value
  • Optimising measures for self-service BI
  • Using quick measures
  • Exercise: Build a Monthly Trend Report
  • How to slice by measure
  • Dynamic headings & dates
  • Types of slicers and filters
  • Understanding KPI cards
  • Using field, format, analytics pane
  • Exercise: Build a Tabular Report (Matrix)
  • Types of conditional formatting

Session 7: REPORT FUNCTIONALITY

  • Drill-downs and drill-through
  • Slice by relative dates
  • Focus mode – see details
  • Setting visual interactivity
  • Exporting data from Power BI desktop
  • Using Power BI desktop quick insights
  • Handling multiple relationships with the fact table
  • Exercise: Build a Shipped Date Report
  • Building reports using Q&A

Session 8: REPORT VISUALISATIONS & DESIGN

  • Choosing visuals based on context
  • Native & custom visuals
  • Optimising bullet, scatter, ribbon & water charts
  • Adding tool tips
  • Types of conditional formatting
  • Custom page sizing
  • Logo & icons
  • Shapes and borders
  • Formatting tips & tricks
  • Best practice guidelines and development tips

Session 9: GOVERNANCE & DISTRIBUTION

  • Row level security – creating and testing roles
  • Publishing to the cloud service
  • Security – add users to defined roles
  • Sharing dashboards & reports
  • Creating app workspaces and publishing apps
  • Adding users and editing workspaces
  • Publishing apps
  • Organisational content pack

Session 10: DATA REFRESHING

  • Overview of the data gateway
  • Scheduling data refreshes
  • Refreshing on-demand