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Training: Power BI – Get started

Ref. MPB-11
Duration:
3
 days
Exam:
Not certifying
Level:
Fundamental

Power BI Training - Get started

Master Your Data with Microsoft Power BI

Discover how to turn your data into real insights with our Power BI training. Whether you’re a beginner or an advanced user, this program will guide you through creating interactive reports, optimizing visuals, and managing DAX calculations. You will learn how to structure your datasets, use tools like Power BI Desktop, and leverage best practices. With Power BI, make your data speak and improve your decision-making efficiency.

Create Powerful and Dynamic Reports

In this Power BI training, gain comprehensive mastery of the Power BI ecosystem, from data preparation to visualization.

Participant profiles

  • Engineers
  • Business analysts
  • Data analysts and financials
  • Excel users who want to automate their work more efficiently than with macros

Objectives

  • Have the skills to use Power BI to acquire and transform data
  • Improve data for analysis and reporting and dashboards
  • Prepare for Power Query, DAX and Power BI Service training

Prerequisites

  • No prerequisites

Course content

Module 1: Introduction to the Power BI Ecosystem

  • Introduction
  • Recommended Technical Configuration
  • Understanding the Differences Between Licenses (Free, Pro, and Premium)
  • About the Power BI Ecosystem of Languages

Module 2: Creating Data Sets

  • Creating Data Sets from Relational Databases
  • Import vs. Direct Query vs. Live Connection
  • Creating Data Sets from Data Files (*.txt, *.accdb, *.xlsbs, *.csv, *.xml, *.json, etc.)
  • Creating Data Sets from Other Sources

Module 3: Data Transformation

  • Defining Metadata
  • Filtering Rows
  • Sorting Rows
  • Removing Columns
  • Renaming Queries
  • Best Practices (naming conventions, synonyms, comments, R, Python, creating a business model, etc.)
  • Combining (joining) Queries
  • Creating Tables “on the Fly”

Module 4: Initial Work with Visuals

  • Creating Visualizations in Power BI
  • Configuring Fields for Visualizations
  • Formatting Fields in the Modeling
  • Formatting Visuals
  • Trend Lines for Visuals
  • Page Formatting and Configuration

Module 5: Visualization and Analysis

  • Creating What-If Parameters
  • Creating Tooltip and Drill-Through Pages
  • Switching between Mobile and PC Views
  • Filtering and Drilling Down on Visuals
  • Segment/Dropdown Filtering
  • Controlling Links between Elements and Filters
  • Controlling Visual Interaction Effects
  • Data Updates
  • Scheduling Automatic Updates
  • Exporting Data Models as Pivot Tables in Excel
  • Performance Analyzer

Module 6: Data Management and DAX Calculations

  • Defining Metadata
  • Filtering Rows
  • Sorting Rows
  • Removing Columns

Module 7: Advanced Data Organization

  • Behavior of Power Query Parameters with Power BI File Models
  • Creating a Date Table
  • Customization and Controls
  • Creating Hierarchies or Measure Folders/Subfolders
  • Configuring Properties
  • Using Dynamic Parameters
  • Creating a Calendar Table (in DAX)

Module 8: Data Relationships and DAX Measures

  • Combining (merging) Queries
  • Adding a Column
  • Concatenating Columns
  • Creating Relationships

Module 9: Tools and Add-Ons

  • Related Tools (Excel Analyzer, Gateway, Report Paginator)
  • Recommended Add-Ons (DAX Studio, DAX Formatter, Power BI Helper, Theme Generator, etc.)

Module 10: Report Publishing and Sharing

  • Publishing a Report
  • Using Power BI Services Bookmarks
  • Sharing a Report and Managing Shares
  • Generating a QR Code for Easy Sharing
  • Creating, Managing, and Using Datasets

Documentation

  • Digital courseware included

Complementary courses

Temptraining funding

ITTA is a partner of Temptraining, the continuing education fund for temporary workers. This training fund can subsidize continuing education for anyone who works for an employer subject to the Collective Work Agreement (CCT) Rental of services.

Additional information

The Power BI training we offer is a unique opportunity to gain in-depth mastery of Microsoft’s flagship tool Power BI. This course guides you step by step through the entire Power BI ecosystem, with a particular focus on data transformation, report creation, as well as the management of complex visualizations and calculations.

Understanding the Power BI ecosystem

One of the first steps to becoming an expert in Power BI is understanding the ecosystem of this tool. In this module, we not only cover the recommended technical setup, but also the differences between the various licenses available: Power BI Free, Power BI Pro, and Power BI Premium. This allows you to choose the solution best suited to your needs, whether you’re an individual analyst or a company looking to centralize its reports.

Power BI Desktop is also covered in detail, especially its integration with other programming languages such as DAX and M. These languages allow you to automate and customize data transformations and calculations.

Creating and managing datasets

One of Power BI‘s strengths is its ability to connect to a wide variety of data sources. You will learn how to import datasets from relational databases, Excel files, as well as CSV, JSON, and XML files. The distinction between import options such as Direct Query or Live Connection is also covered, ensuring efficient handling of large amounts of data.

At the same time, we’ll explore best practices for organizing these datasets, with tips on naming conventions, query documentation, and the use of scripts like R or Python to enrich the analysis.

Data transformation and preparation

Transforming your data is a crucial step in any Power BI project. You will learn to:

  • Filter and sort rows to target relevant information
  • Rename columns and queries for better readability
  • Combine queries and create tables on the fly

This module also includes best practices for optimizing the performance of your data models, including the creation of an enterprise model and the use of Python and R scripts for advanced transformations.

Advanced data visualization and analysis

The power of Power BI also lies in its visualization capabilities. We will guide you through creating interactive charts, dynamic visualizations, and using analysis lines. Field and visual formatting are also discussed, allowing you to produce attractive and effective reports.

You will also learn how to take advantage of Tooltip pages and What If parameters, which allow you to refine analyses and simulate different scenarios for your data. The use of advanced filters and managing interactions between visuals are also key skills you will master by the end of this training.

Mastering DAX language and calculation management

The DAX language (Data Analysis Expressions) is essential for any user wishing to fully exploit the potential of Power BI Desktop. You will learn to create dynamic calculations, customize complex dashboards, and define metadata adapted to your organization’s needs. This module also covers the creation of calculated measures, relationships between tables, and practical tips for optimizing the performance of your DAX models.

Report publishing and sharing

The training would not be complete without a section dedicated to publishing and sharing reports. You will learn to use the advanced features of Power BI Services, such as managing bookmarks, generating QR codes to quickly share your reports, as well as creating and managing shared datasets.

Whether you work solo or as part of a team, you’ll be able to collaborate effectively by publishing interactive and visually compelling reports.

Prix de l'inscription
CHF 2'150.-
Inclus dans ce cours
  • Training provided by an industry expert
  • Digital documentation and materials
  • Achievement Badge
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1227 Carouge, Suisse

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Tel. 058 307 73 00

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ITTA
Route des jeunes 35
1227 Carouge, Suisse

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Contact

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Route des jeunes 35
1227 Carouge, Suisse

Opening hours

Monday to Friday, from 8:30 am to 06:00 pm.

Contact us

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