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Data Analytics With PowerBI and Excel - Day Wise Contents

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0% found this document useful (0 votes)
273 views8 pages

Data Analytics With PowerBI and Excel - Day Wise Contents

Uploaded by

Arif Ahmad
Copyright
© © All Rights Reserved
We take content rights seriously. If you suspect this is your content, claim it here.
Available Formats
Download as PDF, TXT or read online on Scribd
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Day-2

Pivot table new sheet and existing sheet different use case

Growth Percentage %,YTD, Parent and child concept

Pivot table option and Layout

Pivot Table Copy and paste pivot table on multiple sheet with button

Slicer & Timeline ,multiple connection with Pivot Table

Advance tips and tricks to develop Dashboard

Automatic Refresh Data

Creating 2D 3D Charts

Formatting charts

Using Column & Line chart together

Primary & Secondary Axis

Bullet chart – what is it and how to make

Charts In cell charts – using REPT to make charts

Min-Max chart – showing range along with average

Waterfall charts

Time line charts

Thermo-meter charts

Gauge Chart

Creating a scenario

Defining data tables

What-If Analysis Finding a target value with Goal Seek

Defining constraints and running Solver

Creating a configurable model

Import file: .xlsx,.csv/.text,.json,.xml, .access etc

Unpivot and Pivot column

Connect live data, Convert image to data

Merge Query and Append Query


Get and Transform data
Displaying the Developer Tab

About Macro Security

Saving Workbooks that contain macros

Understanding different types of macros

Query session
Day-3

Power BI Course Outline


Connecting Power BI with Different Data sources

 Connect to CSV files in Power BI Desktop


 Connect to Excel in Power BI Desktop  Connect to text in Power BI Desktop
 Connect to Excel in Power BI Desktop
 Connect to SQL Server in Power BI Desktop
 Connect to a Web page from Power BI Desktop
 Use the Microsoft Dataverse
 Automatic Page refresh
 Using Big data
 Apply AI Insights

Power Query for Data Transformation

 Power Query Introduction


 Query Editor
 Transformation GUI
 Introducing the M
 Merge Queries and Expand Table
 Merge Queries with Group by, and Different Types of Joins
 Appending Two queries together
 Appending three or More Queries Together +resolving a Problem with Data Types
 Combine Files (Getting Information from a Folder)
 Pivot Column
 Unpivot
 Transform/Add Column-Text, Merge, Extract, Statistics
 Resolving Errors from Conditional Columns
 Index column and Duplicate column
 M functions
 Profile the data
 Advance Editor
 Functions and Parameters
 Identify query performance issues, Including Query Diagnostics

Day-4

Power BI Data Modelling – Relationship View & PowerPivot

 Get Multiple data Sets and Connecting them together.


 Key Concept Data Modeling
 The Problems with Direction of relationships between data sets
 Data Normalization
 Snowflake Scheme
 Relationship builds, Edit, Delete
 Active vs In Active relationship
 Error handling Many to Many Cardinality
 Two ways filtration in Power-BI
 Hierarchy Creation in Power-BI

Data Analysis Expression (DAX)

 What is DAX, Calculated Column, Measures


 DAX Table and Column Name Syntax
 Creating Calculated Columns, Creating Measures
 Implicit Vs Explicit Measures
 Calculated Columns Vs Measures
 DAX Functions Categories
 Filter and Value Functions
▪ RELATED -Flatten out a parent child hierarchy.
▪ RELATEDTABLE and COUNTROWS
▪ Context
▪ ALL
▪ Filter
▪ Calculate
▪ All-Except
▪ All-Selected
 DAX Date & Time Functions
▪ YEAR, MONTH, DAY
▪ WEEKDAY, WEEKNUM
▪ FORMAT (Text Function) à Month Name, Weekday Name
▪ DATE, TODAY, NOW
▪ HOUR, MINUTE, SECOND, TIME
▪ DATEDIFF, CALENDAR
 DAX Text Functions
▪ LEN, CONCATENATE (&)
▪ LEFT, RIGHT, MID
▪ UPPER, LOWER
▪ TRIM, SUBSTITUTE, BLANK
 DAX Logical Functions
▪ IF
▪ TRUE, FALSE
▪ NOT, OR, IN, AND
▪ IFERROR SWITCH
▪ ISERROR AND LOOKUPVALUE
 Time Intelligence Functions
▪ Date and Time Functions
▪ FIRSTDATE, LASTDATE ▪ Start of… and End of… ▪ Previous …. and
Next….
▪ DATESINPERIOD
▪ DATESMTD, DATESQTD, DATESYTD,TOTALYTD,TOTALMTD,TOTALQTD
▪ Opening balance and closing balance
▪ Semi-Additive measures
▪ SAMEPERIODLASTYER AND PARALLELPERIOD
▪ Other Time Intelligence Functions

Day-5
Reports & Visualization types in Power BI

 Formatting our first visualization


 Formatting using On-Object Interaction
 Formatting font and font size, colours
 Format Painter
 Configuring Summarization, both default and in a Specific visualization
 Matrices and Bar charts
 Matrix
 Drill Down data, see data and records, and Export data
 Configure interactions between visual
 Combo charts
 Line and area charts, including 8b
 Adding More Control to Your Visualizations
 Visual level, Page Level, Report level filters
 Advance filtering
 Filter Top N Item
 Slicer, Slicer warning
 Synchronizing slicers to multiple pages
 Configure Small Multiples
 Use Bookmarks for Reports
 Drillthrough
 Tooltip Pages
 Page and Bookmark Navigator
 Buttons and Actions
 Group and Layer Visuals by using the selection Pane
 Enable Natural Query Language Queries ( Ask a question)
 Other Visualizations
 Ribbon Charts
 Waterfall charts
 Scatter, Bubble and Dot charts
 Pie charts and Donut charts
 Treemaps
 Funnel charts
 KPIs, Gauges and Cards
 Mapping
 Maps, Formatting Maps, Adding Data Categories
 Filed Maps, Conditional Formatting, and Colour Blindness
 ArcGIS maps for Power-BI
 Analytics
 Identify Outliers
 Use Clustering
 Use Anomaly Detection
 Create Reference lines by Using Analytics pane, Including the Forecast
Feature
 Use the AI visual Key Influencers to Explore Dimensional Variances
 Creating a Paginated report
 Design and configure for accessibility

Power-Bi Services

 Introductions to The Power BI Service


 Logging into Power BI Service and quick look around
 Power BI Terminology
 Datasets and Reports in the Power-BI service
 Get Data-Importing Your data as a Dataset
 The Navigation Pane, Including adds quick insights result to a report
 Row Level Security
 Adding role-based Row Level security
 Adding Dynamic Row-Level security
 Testing Dynamic RLS in Power BI services
 Dashboards
 Differences Between dashboards and reports
 Manage tiles on a Dashboard, Set Mobile view, Other Tiles Options
 Configure Subscriptions
 Pin a LIVE Report Page to a Dashboard
 USE the Q&A Feature
 Apply or change sensitivity Labels and Data Alert
 Manage Datasets
 Data Gateways: Providing access to datasets Where is Scheduled Refresh?
 Configure a Dataset Scheduled Refresh
 Configure Incremental Refresh Setting in 2 Steps
 Create and Manage Workspaces
 Create and Configure a Workspace
 Assign Workspace Roles
 Providing Access to Datasets
 Configure and update a workspace App
 Promote a certify Power BI report or App
 Publish import or Update Assets in a Workspace- Publish Securely
 Publish reports on the web, So the Public can see
 Other Power BI service Topics
 Use or create a Dataflow
 Creating scorecards and Metrics
 Sharing scorecards and Metrics
 Using Scorecards and Metrics
 Drill through from another report
 Implement Object-Level Security
 Export data
 Adding New Users
 Creating and Sharing Report

*****************Query Session********************

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