Master in Microsoft Power BI Desktop and Service from Udemy

What's inside

Learning objectives

Understand power bi concepts like microsoft power bi desktop layouts, bi reports, dashboards, and power bi dax commands and functions.
Create compelling reports and visualizations, derive real-time insights, and deploy it on demand.

Create, share, collaborate, and benefit from business information with purpose-built dashboards.
Form relationships in your data model and learn data visualization best practices.

Understand power bi concepts like microsoft power bi desktop layouts, bi reports, dashboards, and power bi dax commands and functions.
Create compelling reports and visualizations, derive real-time insights, and deploy it on demand.
Create, share, collaborate, and benefit from business information with purpose-built dashboards.
Form relationships in your data model and learn data visualization best practices.

Syllabus

This section provides an introduction to Business Intelligence (BI) concepts, including its definition, goals, benefits, and common tools used in BI implementation.

In this lecture, you will get an introduction to Microsoft Power BI and also recognize the five Whats that Power BI helps us answer.

In this lecture, you will understand what an ETL (Extract, Transform, Load) Process is and the relationship between Business Intelligence and data warehouse.

In this lecture, you will be introduced to the different components of Power BI and then taken through step-by-step on how to install Power BI desktop.

In this lecture, you will be taken through the Power BI Interface and understand the Power BI settings.

In this lecture, you will be given a brief introduction to connecting data and also explore the different file formats and different data sources that can be connected to Power BI.

Knowledge Check

Learn how to connect Power BI with various data sources, data modeling, transformation, visualization, and sharing data insights using Power BI.

Downloadable resources for Hands-on Excercise

In this lecture, you will learn how to connect Excel File to Power BI desktop

In this lecture, you will learn how to connect CSV or Text File to Power BI desktop

In this lecture, you will learn how to connect SQL Server to Power BI desktop

In this lecture, you will learn how to connect data on web to Power BI desktop

In this lecture, you will learn how to manually enter data into Power BI desktop

This covers the fundamentals of Power Query, including data transformation techniques, data types, filtering, merging, and appending tables, and using Power Query to prepare data for use in Power BI

In this section, we'll look at how to transform data using Power Query. It is very important to transform or edit your data before actually loading it to your Power BI to create an effective report and visualization.

In this lecture, we will look into the working of a query editor.

Data formatting Troubleshoot- Option 2

Data formatting Troubleshoot - Option 1 (recommended)

In this lecture, we will look into how to perform text transformation on a column in Query Editor.

In this lecture, we will look into how to perform number calculations on a column in Power Query Editor.

In this lecture, we will look into how to identify the data types and how to change from one data type to another.

In this lecture, we will look into the Date transformation, group by, and conditional column options in Power Query.

In this lecture, we will look at how to append queries, merge queries, and to combine multiple workbooks using folder options.

In this lecture, we will look at features of Data source settings and Refresh settings options in Power BI.

In this lecture, we will look into Data formatting which includes Date formatting, Currency formatting, and presenting our data in the form of a map.

In this lecture, we will look Hierarchy creation and its levels.

Knowledge check

This covers Power BI data modeling concepts, including creating relationships between tables, using the Relationship View and PowerPivot, and optimizing data models for performance and scalability

In this lecture, let's do some analysis on data present in the tables to create a Data Model.

In this lecture, we will look primary and foreign key concepts.

In this lecture, we will look at how to create, edit, and delete a relationship.

In this lecture, we will look into Snowflakes scheme.

In this lecture, we will look into how to activate and inactivate relationships in Power BI.

In this lecture, we will look into how to create relationships where a primary key is related to multiple foreign keys, create reports and dashboards.

This section introduces Data Analysis Expressions (DAX) and provides you with foundational skills required to enhance data models with calculations

In this lecture, let's have an introduction on Data Analysis expression concepts in Power BI.

In this lecture, we will explore at how to create calculated columns and calculated measures.

In this lecture, let us look at DATE and Time functions in New Column and New Measure that can be used to create reports in Power BI.

In this lecture, let us look at some of the commonly used Text functions in Power BI.

In this lecture, let us look at DAX logical functions 'AND' and 'OR' in Power BI.

In this lecture, let us look at how RELATED function is used in Power BI.

In this lecture, let us look into implicit and explicit function measures in Power BI.

In this lecture, let us look at the DAX statistical functions in Power BI.

In this lecture, let us look at the DAX filter functions in Power BI.

In this lecture, let us look at the X-Factor functions in Power BI.

In this lecture, let's look into Time intelligence functions in DAX.

In this lecture, let's look into DAX Rank functions with their representations in Power BI.

In this lecture, let's look into New Table and Quick Measure features in Power BI.

This section covers various report and visualization types available in Power BI, including tables, charts, maps, and matrices, with examples and best practices for effective data presentation.

In this lecture, let's have an introductions on Reports and Visualization types in Power BI.

In this lecture, let's look at Page settings and it's formatting options.

In this lecture, let's look at Color formatting and axis properties.

In this lecture, let's look at how to customize Visualizations and format X-axis and Y-axis fields and properties.

In this lecture, let's look at various filter options available in Power BI.

In this lecture, let's looks at Slicer features in Power BI and how they help to filter the data.

In this lecture, let's look at how Tables and Matrix helps in Visualization and reports.

In this lecture, let's look at Conditional formatting to visuals.

In this lecture, let's discuss on Card, Multi-row card, and KPI in Visualizations.

In this lecture, let us discuss about Treemap visualization.

This lecture covers Combo Chart in Power BI, which is a combination of more than one chart. You will learn how to add a line chart to depict the percentage of revenue growth and change the color, font, and background of the chart. The lecture also explains how to add data labels and borders to the chart.

Line chart, Area chart, and Stacked area chart

Gauge chart

KPI

Drill through

Map and Filled map

Pie chart and Doughnut charts

Ribbon charts

Waterfall Chart

Funnel chart

Import Data model to Power BI desktop

Phone layout

Bookmark

This section focuses on publishing Power BI reports, covering different ways to share and distribute reports, including sharing via the Power BI service, embedding reports in other applications, and e

Comparing Power BI desktop and Power BI Service

Power BI Service walkthrough

Publishing a report from Power BI desktop to Power BI Service

Create a Dashboard in Power BI Service

Power BI Service Workspace UI

Edit a Report in Power BI Service

Power BI Report - Reading View

Power BI Report - Usage Metrics

Analyze in Excel

Power BI Report - Quick insights

Dashboard walkthrough

Add Tile in Dashbaord

Q and A

Dataset Settings

Get More Visuals

Row-level security with Power BI

Complete the assignment based on your learning

Assignment

Good to know

Know what's good

, what to watch for

, and possible dealbreakers

Provides hands-on experience with real-time, industry-based Power BI projects, which is essential for building a professional portfolio

Covers Power BI Desktop and Power BI Online services, providing a comprehensive understanding of the Power BI ecosystem

Explores ETL processes and data warehousing, which are fundamental concepts in business intelligence

Teaches DAX commands and functions, which are essential for performing advanced data analysis and creating calculated measures

Includes coverage of Power Query, which is used to transform data, but learners should note that Power BI is updated frequently

Requires learners to download Power BI desktop, which may pose a barrier to some learners who do not have access to a personal computer

Activities

Be better prepared before your course. Deepen your understanding during and after it. Supplement your coursework and achieve mastery of the topics covered in Master in Microsoft Power BI Desktop and Service with these activities:

Review Excel Fundamentals

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Solidify your understanding of Excel basics. This course builds upon Excel knowledge, so refreshing these skills will help you grasp Power BI concepts more easily.

Browse courses on Excel Formulas

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Practice creating pivot tables.
Review common Excel formulas.
Familiarize yourself with chart types.

Read 'M is for Data Monkey'

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Improve your data transformation skills. This book focuses on Power Query, which is essential for cleaning and shaping data in Power BI.

View M Is for (Data) Monkey: A Guide to the M... on Amazon

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Read the chapters on data cleaning techniques.
Study the sections on custom functions.
Practice the examples provided in the book.

Read 'The Definitive Guide to DAX'

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Deepen your understanding of DAX. This book provides a comprehensive guide to DAX, which is essential for advanced calculations and data analysis in Power BI.

View The Definitive Guide to DAX: Business... on Amazon

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Read the chapters on calculated columns.
Study the sections on time intelligence functions.
Practice the examples provided in the book.

Four other activities

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Follow Advanced Visualization Tutorials

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Expand your visualization skills. Following tutorials on advanced visualization techniques will help you create more compelling and informative reports.

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Search for tutorials on specific chart types.
Replicate the visualizations in Power BI.
Adapt the techniques to your own data.

Complete Power BI Challenges

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Reinforce your Power BI skills. Working through practical challenges will help you apply what you've learned in the course and identify areas where you need more practice.

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Find Power BI challenge datasets online.
Attempt to create the required visualizations.
Compare your solution with others.

Build a Personal Finance Dashboard

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Apply your Power BI skills to a real-world scenario. Creating a personal finance dashboard will solidify your understanding of data connection, transformation, and visualization.

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Gather your financial data from various sources.
Design the layout and visualizations for your dashboard.
Implement the dashboard in Power BI.

Contribute to a Power BI Community Project

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Deepen your understanding and contribute to the Power BI community. Contributing to open-source projects will expose you to real-world challenges and best practices.

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Find a Power BI project on GitHub.
Identify an area where you can contribute.
Submit your contributions to the project.

Career center

Learners who complete Master in Microsoft Power BI Desktop and Service will develop knowledge and skills that may be useful to these careers:

Data Analyst

Data Analysts examine data to provide insights to help organizations make informed decisions, and this course is highly relevant to this work. The core responsibility of a data analyst is to collect, process, and analyze data, then create reports that help stakeholders understand what is occurring. This course provides a good foundation in Power BI, a tool that is widely used to perform these tasks. In particular, the course emphasizes creating compelling reports and interactive dashboards, skills that are crucial to the workflow of a data analyst. The course teaches how to connect to various data sources, transform data using Power Query, build data models, and use DAX for calculations. All these will help a data analyst perform their job more effectively.

See salaries and explore the career path for Data Analyst

Reporting Analyst

A Reporting Analyst is responsible for creating reports that provide insights into business operations, and this course is very useful to this role. They develop and distribute regular reports on key performance indicators and trends. This course directly fits into the workflow of a reporting analyst by focusing on Power BI, a business intelligence tool that enables the creation of interactive reports and dashboards. The course covers Power BI Desktop and online services, as well as data connections and transformations, all of which are important for a reporting analyst. This course stands out because it emphasizes data modeling techniques, DAX calculations, and interactive visualizations, which are essential for producing effective and informative reports.

See salaries and explore the career path for Reporting Analyst

Business Intelligence Analyst

A Business Intelligence Analyst uses data to help organizations make better decisions, and this course helps build a foundation for that. This professional works with data to identify trends and patterns, creating reports and dashboards that highlight key findings. This course is directly relevant because it focuses on Microsoft Power BI, a core tool for data visualization and analysis, allowing the analyst to glean insights from various data sources, create data models, and present information clearly. This course is helpful because of its hands-on approach, covering both Power BI Desktop and Service, as well as data connections, transformation, and modeling — all essential for a business intelligence analyst. The course also has sections on DAX and creating interactive reports, which are an important part of analysis work.

See salaries and explore the career path for Business Intelligence Analyst

Sales Analyst

Sales Analysts track and interpret sales data to improve sales performance, and this course provides skills useful for working with data. A sales analyst works with sales data to create reports that can be used to make better business decisions. This course is especially relevant to this career path because it has a focus on Power BI, a tool that is used to manage and present sales data. The course's hands-on approach to Power BI Desktop and Service covers connecting to various data sources, transforming data, and building visualizations, all of which are skills that a sales analyst needs. The course emphasizes creating interactive reports and dashboards, which are typical of what a sales analyst would produce.

See salaries and explore the career path for Sales Analyst

Data Visualization Specialist

A Data Visualization Specialist focuses on presenting data in an understandable and meaningful way, and this course builds the needed skills. They work with various tools and techniques to create charts, graphs, and other visual aids that communicate complex information. This course has direct relevance to this work with its focus on Power BI, a tool used to produce data visualizations. The course gives the learner a good foundation in Power BI Desktop and online service, which are used to create interactive reports and dashboards. This course will help those who wish to enter this career because it provides hands-on experience transforming data into accessible, informative visuals using a tool that is particularly emphasized in the data visualization space.

See salaries and explore the career path for Data Visualization Specialist

Marketing Analyst

Marketing Analysts examine data related to the sales and marketing efforts of an organization, and this course helps them understand data. They analyze marketing campaigns to assess their effectiveness and offer recommendations. A marketing analyst will find this course useful because it focuses on Power BI, a tool that is used to visualize and analyze data. The course covers how to connect to different data sources, use Power Query to transform data, and use DAX to build calculations. This course presents how to best present data by creating reports and interactive dashboards, which will be helpful for any marketing analyst who needs to present and interpret data.

See salaries and explore the career path for Marketing Analyst

Operations Analyst

Operations Analysts use data to find ways to improve an organization's efficiency, and this course will help them work with data. They assess operations and processes and produce reports to inform leadership. This course will help because it focuses on Power BI, a tool used for business intelligence. The course provides coverage of both Power BI Desktop and online services, as well as connecting to data sources, transforming data with Power Query, and creating data models. The course also covers DAX for creating calculations and visual presentation of data through reports, all of which are of use for an operations analyst.

See salaries and explore the career path for Operations Analyst

Financial Analyst

Financial Analysts use data to assess a company's financial performance, and this course will help with data analysis in this role. They create reports and presentations that are used by leadership to make strategic decisions. This course can help a financial analyst by building their skills in Power BI, a tool that is used to perform data analysis and create informative visualizations. The course teaches how to connect to different data sources, transform data, create data models, and use DAX for calculations. The course also covers data presentation techniques by designing interactive reports and dashboards that provide clear insights, which would be useful for a financial analyst.

See salaries and explore the career path for Financial Analyst

Market Research Analyst

Market Research Analysts study market conditions to examine the potential sales of a product or service, and this course allows them to better work with data. They collect and analyze data to understand consumer behavior and market trends. A market research analyst could find this course beneficial because it focuses on Power BI, a tool that assists in analyzing data and creating visualizations. The course provides coverage of Power BI Desktop and online services, teaches data transformation via Power Query, and demonstrates how to make data models. By covering how to use DAX formulas for calculations, the course also assists in data analysis, and it provides details on how to present information through reports.

See salaries and explore the career path for Market Research Analyst

Analytics Manager

An Analytics Manager leads a team of analysts and oversees the overall analysis strategy of an organization, and this course may help them understand the tools their team uses. This course presents an opportunity for an analytics manager to strengthen their understanding of Power BI, a tool that is frequently used in analytics. An analytics manager can use this course to better understand how their team creates reports and visualizations. This course covers Power BI desktop and online service, connecting to various data sources, data transformation, and data modeling. It also covers how to use DAX functions and creating interactive reports, which are all helpful to an analytics manager who seeks to understand the tools used by their team.

See salaries and explore the career path for Analytics Manager

Project Manager

A Project Manager plans, executes, and closes out projects, and this course will help them understand and present data to make better decisions. Project managers need to track project status and performance, and tools like Power BI can help them do that. This course is helpful because it covers Power BI Desktop and online services, and how to connect to data, transform it, and create reports and dashboards. A project manager who needs to work with project data and present it to stakeholders will be able to use this course's information to enhance their capabilities in this area. In particular, the course's focus on creating visualizations and customized reports will be helpful for any project manager.

See salaries and explore the career path for Project Manager

Business Owner

A Business Owner is responsible for overseeing all aspects of a business, and understanding data can help them make better decisions. This course will present an opportunity for any business owner to improve their data analysis capabilities. A business owner who learns Power BI may be able to better understand business operations and make strategic decisions based on visualized data. This course introduces the business intelligence tool of Power BI, and it covers both Power BI Desktop and the online service. It moves through data connections, data transformation, modeling, and creating interactive reports and dashboards, all of which can help a business owner better understand the performance of their business.

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Management Consultant

A Management Consultant provides strategic advice to organizations to improve their performance, and this course may be useful to them in data analysis. They need to understand business data to make recommendations. This course offers an opportunity to learn about Power BI, a tool that is used in many organizations, and it can help a consultant create reports and visualizations. Because they often have to translate information to stakeholders, this course's focus on Power BI desktop and online service, data transformation, modeling, DAX, and creating reports may be useful to a management consultant. This course will help them to better understand and present their data to clients.

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Database Administrator

A Database Administrator manages and maintains databases to ensure they function efficiently, and this course will help them in working with data. While their role focuses on data storage and access, understanding tools like Power BI allows them to better meet the needs of data users. This course presents how to access and work with data in a tool frequently used to visualize and analyze it, which will help this kind of administrator with database management. This course has portions on data modeling, connecting to various data sources, and transforming data using Power Query, all of which are important in understanding how data is ultimately used by professionals in other roles. The course also covers how to use data analysis expressions to perform calculations, which can be helpful for database administrators.

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Data Scientist

Data Scientists use data to develop insights and predictions, often requiring the use of advanced tools and techniques. While data scientists often use more complex languages like Python or R, this course may be useful to them to visualize data. The course helps build a foundation in Power BI, which can be used to create dashboards and reports. Given that data scientists need to present data effectively, the focus of the course on Power BI desktop and online service, data transformation, modeling, DAX calculations, and creating visuals could be helpful as they work with data and present their findings. A data scientist may find that this course helps them communicate insights they develop.

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Master in Microsoft Power BI Desktop and Service

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