Power BI Business Intelligence

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Class -1

1 - Introduction & Installation

• What is Power BI?

• Why Power BI?

• How Power BI Works?

• How to Install Power BI?

Class -2

3 - Date Functions in Power Query

• Year, Quarter, Month, Day

• Difference between Dates, Earliest and Latest

• Name of Day and Name of Month

• Day of Week/Month/Year & Week of Month/Year

• Extract Date from Date and Time

• Calculate Age in 2 button Clicks

• Which Day of Year, Quarter, Month & Your Date of Birth is?

2 - Text Functions in Power Query

• Connecting to a Database

• Text Merge

• Split and Trim

• Upper, Lower and Proper

• Add Suffix and Prefix

• Left, Right and Mid

• Extract Text with Delimiter4 - Number Functions in Power Query

• Add, Subtract, Divide, Multiply

• Percentage, Percent of, Modulo

• Rounding the numbers

• IsEven, IsOdd and Sign

Class -3

6 - Column from Examples and Conditional Column in Power BI

• Column from Examples on Splitting Text

• Column from Examples on Merging Text

• Column from Examples on Date Column

• Column from Examples on Alphanumeric Data

• Conditional Column on One Column

• Conditional Column on two columns

• Conditional Column Comparing two column values

5 - Appending - Merging Files and Tables in Power BI

• Append Multiple CSV Files from a Folder

• Append multiple Excel tables/Sheets from single file

• Append Excel tables with different number of columns

• Understanding the Joining

• Merge Tables/Sheets in Power Query (Power BI)

• Merge Data having multiple matching columns or

multiple Criteria in Power Query (Power BI)7 - Miscellaneous Topics in Power BI

• Fill down and fill up

• Grouping

• Transpose

• Unpivot

• Data Types in Power Query (Power BI)

• Replace Errors and Values

• Keep Rows and Remove Rows

• Add, Remove, Goto Columns

Class -4

8 - M Language in Power Query

• Introduction to M Language

• M Functions - Date (ISIN)

• M Functions - Date (Add and Subtract)

• M Functions - Date (Day, Month, Week, Year)

• M Functions - Text (Basic)

9 - Understanding Data Models

• Understanding Data relationships

• Creating relationships within tables

• Cardinality10 - Basic Charts in Power BI

• Column Chart

• Stacked Column Chart

• Pie Chart

• Donut Chart

• Funnel Chart

• Ribbon Chart

• Include and Exclude

• Export data from Visual

Class -5

11 - Table and Matrix in Power BI

• Creating a Simple Table

• Formatting in Table

• Conditional Formatting in Table

• Changing Aggregation in Table

• Creating a Matrix in Power BI

• Conditional Formatting in Matrix

• Automatic Hierarchy in Matrix

• Subtotal and Grand Total12 - Other Charts in Power BI Desktop

• Line Chart

• Area Chart

• Line vs Column Chart

• Scatter Plot

• Waterfall Chart

• Tree Map

• Gauge Chart

13 - Cards and Filters in Power BI

• Number Card

• Text Card

• Date Card

• Multi-Row Card

• Filter on Visual

• Filter on Page

Class -6

14 - Slicers in Power BI

• Slicer for Text

• Format Text Slicer

• Date Slicer

• Number Slicer

15 - DAX Operations

• What is DAX?

• What is Power Pivot?

• New Columns Using DAX

• New Column Vs New Measure

• IF Condition in DAX

• IF with multiple Condition in DAX

• IFERROR Condition in DAX

• Adding Table with DAX

• Adding columns with DAX

Class -7

16 – DAX Advance

• CALCULATE

• ALL

• CALCULATETABLE ()

• SUMMARIZE To build Table

• CALENDARAUTO ()

• IF () Condition to build Columns

• IF with multiple Condition

• IFERROR Condition

• Fiscal Year build Columns

• IsWorkingDay build Columns

• Count with Number/Text Columns

• DISTINCTCOUNT, DISTINCTCOUNTNOBLANK

• COUNTX Conditional Count

• COUNTA, COUNTAX, COUNTBLANK, COUNTROWS

Class -8

17 – Working with Map

  • How to Present Geolocation-based Summary using
  • Map Visual
  • Latitude & Longitude
  • Map Filter

18 – Direct Query Mode

• What is Import Mode?

• What is Direct Query Mode?

• Connecting with Direct Query Mode

• Difference between Import Mode vs Direct Query Mode

• Working with Direct Query

Class-9

19 - Power BI Service Introduction

  • Create an Account on Power BI Service
  • Publish Report to Power BI Service Account
  • Export (PPT, PDF, PBIX) Report and Share
  • Automatic Refresh - Data Gateway

20 – Project-based Learning

  • What is a PoC (Proof of Concept) Project?
  • How to draw attention from your Dream Company by

Developing a PoC Project based-on their Business?

  • Building the KPI Framework to meet Stakeholder’s

Expectation.

  • Choosing the Data- If such Data is not Available then
  • Learning How to Generate Synthetic/Mock-up Data
  • using ChatGPT and other Tools.

Class-10

21 - Real-life Complex Data Modelling, Report Automation and Sales Development Sector focused Project 

  • Data Gathering / Requirement:
  • Data Modeling:
  • DAX calculations
  • Calculate Total Revenue
  • Calculate Total Cost in Sales table, using the Product’s Standard Cost, and multiplying it by the Units.
  • Calculate Gross Profit in Sales: Total Revenue – Total Cost
  • Calculate a Gross profit MoM growth Change% measure that could benefit us in decision making
  • Calculate a measure for AVG sales per day – this is the average sum of Total Revenue per day based on the Dates of actual Sales. 
  • Breakdown Analysis by Product (drop or increase)
  • QoQ Growth 

Class-11

22 - Real-life Complex Data Modelling, Report Automation and Sales Development Sector focused Project 

  • Continuing the Development Project and Learning a few Advanced DAX Functions
  • Describe the Assignment on a Real-life project

Class-12

23 – Online Presentation on Assignment

  • Show what was asked in the assignment
  • Break the task(s) into parts
  • Briefly explain how you approached each part

24 - Q&A Slide

  • A simple “Thank You / Any Questions?” slide

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    Anna Dew

    Cover all my needs

    The course identify things we want to change and then figure out the things that need to be done to create the desired outcome. The course helped me in clearly define problems and generate a wider variety of quality solutions. Support more structures analysis of options.

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