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Up & Running with Power BI Desktop
Getting Started
Course Structure & Outline
DOWNLOAD: Course Resources
Introducing the Adventure Works Project
Setting Expectations
Introducing Power BI Desktop
Introduction
Meet Power BI
Downloading Power BI & Adjusting Settings
IMPORTANT: Regional Settings
The Power BI Interface & Workflow
Helpful Resources
UPDATE: New Power BI Ribbon (2020)
QUIZ: Introducing Power BI Desktop
Connecting & Shaping Data
Introduction
Types of Data Connectors
The Query Editor
Basic Table Transformations
Text-Specific Tools
Number-Specific Tools
Date-Specific Tools
PRO TIP: Creating a Rolling Calendar
Index & Conditional Columns
Grouping & Aggregating Data
Pivoting & Unpivoting
Merging Queries
Appending Queries
PRO TIP: Appending Files from a Folder
Data Source Settings
Query Refresh Settings
Additional Data Types & Categories
Defining Hierarchies
PRO TIP: Importing Models from Excel
Data Connection Best Practices
QUIZ: Connecting & Shaping Data
HOMEWORK: Connecting & Shaping Data
HOMEWORK SOLUTION: Connecting & Shaping Data
Creating a Data Model
Introduction
What is a "Data Model"?
Database Normalization
Data Tables vs. Lookup Tables
Relationships vs. Merged Tables
Creating Table Relationships
"Snowflake" Schemas
Managing & Editing Relationships
Active vs. Inactive Relationships
Relationship Cardinality
Connecting Multiple Data Tables
Understanding Filter Flow
Two-Way Filters (Use with Caution!)
Hiding Fields from Report View
UPDATE: New Model View
Data Model Best Practices
QUIZ: Creating a Data Model
HOMEWORK: Creating a Data Model
HOMEWORK SOLUTION: Creating a Data Model
Adding Calculated Fields with DAX
Introduction
Meet DAX
Intro to Calculated Columns
Intro to Measures
RECAP: Calculated Columns vs. Measures
Adding Columns & Measures
Implicit vs. Explicit Measures
Filter Context Examples
Step-by-Step Measure Calculation
DAX Syntax & Operators
Common DAX Function Categories
Basic Date & Time Functions
Logical Functions
Text Functions
Joining Data with RELATED
Basic Math & Stats Functions
COUNT Functions
IMPORTANT: Order Line Items
The CALCULATE Function
CALCULATE & ALL
CALCULATE & FILTER
Iterator ("X") Functions
DAX Time Intelligence Formulas
DAX Best Practices
QUIZ: Adding Calculated Fields
HOMEWORK: Adding Calculated Fields
HOMEWORK SOLUTION: Adding Calculated Fields
Visualizing Data with Reports
Introduction
The "Report" View
Adding Simple Objects
Inserting Basic Charts & Visuals
UPDATE: Conditional Formatting
Formatting Options
Report Filtering Options
DEMO: Matrix Visuals
DEMO: Date Slicers
DEMO: Cards & KPIs
DEMO: Text Cards
DEMO: Map Visuals
DEMO: Treemaps
DEMO: Line & Area Charts
DEMO: Trend Lines & Forecasts
DEMO: Gauge Charts
Editing Report Interactions
Adding Drillthrough Filters
Adding Report Bookmarks
"What-If" Parameters
Managing & Viewing Roles
PREVIEW: Custom Visuals (Log-In Required)
PREVIEW: Designing for Phone vs. Desktop
PREVIEW: Publishing to Power BI Service
Data Visualization Best Practices
QUIZ: Visualizing Data with Reports
HOMEWORK: Visualizing Data with Reports
HOMEWORK SOLUTION: Visualizing Data with Reports
NEW: Artificial Intelligence (AI) Visuals
The Q&A Visual
The Key Influencers Visual (Part 1)
The Key Influencers Visual (Part 2)
IMPORTANT: Correlation vs. Causation
The Decomposition Tree Visual
Wrapping Up
Resources & Next Steps
More from Maven Analytics
REFERENCE: Monthly Power BI Updates
HOMEWORK SOLUTION: Adding Calculated Fields
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