Introduction to Power BI
Unleash the Power BI (Business Intelligence) tools/add-ins within Excel 2013/2016. These tools include PowerPivot, PowerView, PowerQuery and PowerMap. We will start the class by covering the capabilities of PivotTables. One of the unique features of PowerPivot is the ability to relate records across several worksheets. The majority of the class will cover PowerPivot features but we will briefly review the capability of PowerView, PowerQuery and PowerMap. By the end of the class you will be able to use the tools to analyze data more efficiently.
Introduction to Power BI
In this course, we will explain Power BI features that can be used to create a dashboard of different reports describing related tables. We will take the students through a step-by-step process displaying the capabilities including Get Data, Query Editor, Data View, Relationships, Visualization Reports, Formatting, Filtering, Publishing on the Web, and Creating a Dashboard. The final step will post the dashboard on the internet to be shared with others.
This event is eligible for the following continuing education credits:
CEU: 0.15 credits
PDU: 1.5 credits
For more information on Continuing Education credits: http://www.expandlearning.com/continuing-education-and-professional-development.php
To ensure your success in this course, experience working with Excel and PivotTables is recommended.
- 1-PowerBI Process Overview – Here we will describe the Power BI program, how to download it, and how it relates to the online Power BI tools. We will also discuss terminology and the overall process to create a dashboard. You need to install PowerBI Desktop in order to attend the class. Go to http://PowerBI.com/pricing to get your free download.
- 2 - Get Data – This will extract the data source from a database or Excel file.
- 3 - Query – This will allow us to review the data extracted and filter or remove specific records prior to saving it to the Power BI file.
- 4 - Data View – This will allow us to review the structure of the data extracted and add additional fields as needed. These new fields can be used for establishing relationships or creating new fields.
- 5 - Relationships – This will allow the different tables to display how data is tied together. Storing all data into a single table isn’t as efficient as storing data in separate tables containing specific information.
- 6 - Report Visualizations – This will generate different reports describing the data from different tables. These reports will include Charts, Matrix, Tables, Summary Information, Maps, etc.
- 7 - Format / Filter Report – Once you create a report, it can be formatted and filtered to display the desired layout.
- 8 - Publish – Once reports are complete, they can be published to a web browser version of Power BI and shared with others on the internet.
- 9 - Dashboard – Once reports are published, they can be organized in to a dashboard layout for others to preview. Different dashboards can be created describing a different set of data in each of the tables.