Microsoft Power BI Sprint Sessions 2021

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Microsoft Power BI Sprint Sessions 2021

The following 90-minute Sprint sessions are delivered online using either MS Teams or Zoom. There's a maximum of two Sprint courses per day.

Courses 1 to 6 are our mainstream courses for people with little or no experience of Power BI. The other titles are add-on subjects which may be taken as a way to learn about new features and functions in Power BI or as a method for topping up existing knowledge.
Please contact us if you wish to discuss.

1.
Title
Introduction to creating a basic report in Power BI Desktop
Overview

This session is designed for those people who wish to acquire the basic skills & knowledge to get started with Power BI Desktop.

You will learn about the key components of Power BI and how they work together.

You will learn how to create a simple report using data imported from an Excel workbook.

Required knowledge or experience

Delegates do not need any previous experience of Power BI but must have a basic understanding of PC’s, including familiarity with a keyboard and mouse.

A basic understanding of Excel would also be beneficial.

You will learn how to
  • Navigate the desktop environment.
  • Import data from an Excel workbook.
  • Perform basic data transformations in preparation for analysis.
  • Apply the correct data types to the imported data.
  • Remove unwanted columns.
  • Merge & split columns.
  • Understand the difference between format & data type.
  • Build a basic report using the imported data from Excel.
2.
Title
Creating dynamic reports using ‘measures’ and ‘calculated columns’
Overview

This session follows on from the first; you learn about the key steps associated with building a typical business report.

You will learn how to build ‘measures’ (calculations) and will be introduced to ‘calculated columns’, you will learn when to use one over the other.

You will also be introduced to some of the most common DAX functions and how and when to use them.

Required knowledge or experience

This session is designed for those people who already use Power BI but want to be more creative and dynamic when building business reports.

It is recommended that delegates have some experience of importing and working with files of different types.

You will learn how to
  • Import data from an Excel workbook.
  • Review the quality of the imported data and remove unwanted records.
  • Understand the difference between a ‘measure’ and a ‘calculated column’.
  • Build some basic measures (calculation) & calculated columns that will be used in the report.
  • Resize, group and format tiles to get the desired look and feel as well as being easy to read and interact with.
  • Understand the difference between a standard table and a matrix and when to use one over the other.
  • Make sure the report has clearly defined sections & boundaries which are aligned and balanced with other tiles.
  • Create a title for the report so report consumers understand the purpose of the report.
3.
Title
Maximise the Power BI Desktop report canvas
Overview

In this session you will learn some techniques that will help to maximise the report canvas, so information remains easy to read and avoids over-crowding & confusion.

Required knowledge or experience

This session is designed for those people who are confident in building reports but want to improve their design skills when it comes to presenting a range of information in a single report.

You will learn how to
  • Learn some tips & tricks that will help with page size and alignment options.
  • Learn about the use of ‘buttons’ for hiding tiles and allowing the report consumer to choose the information they want to see and change how it is presented.
  • Learn how to use ‘buttons’ to create a hidden slicer panel to aid the report consumer’s experience and save canvas space.
4.
Title
Working with dates
Overview

Most reports include dates so information can be aggregated over various calendar periods, years, month & days for example. This session includes reporting at a calendar and financial year end.
In this session you will learn the importance of creating a dates table and how to connect it to the data model.

Required knowledge or experience

This session is designed to complement session 2 above but can also be run independently.
This session is designed for users who are confident at building Power BI reports, but want to extend their knowledge to working with dates and other calendar periods.

It would be helpful if the user had a basic understanding of how a data model works.

You will learn how to
  • What is a dates table & why you need one?
  • Construct a dates table from scratch using a ‘M’ script provided.
  • How to format and configure the dates table to ensure information is presented correctly.
  • Make sure the dates table spans the period of the data in the data model.
  • How to modify the dates table so you can easily report on periods such as, yesterday, today & tomorrow.
5.
Title
An introduction to using DAX functions & expressions
Overview

In this session delegates will expand their knowledge of DAX. They will learn about important key principles of DAX which under-pin the creation of more dynamic and complex reports.

Required knowledge or experience

It is advisable that delegates have already completed the Creating dynamic reports using ‘measures’ and ‘calculated columns’ session before attempting this one.

Upon completion, delegates should be able to apply what they have learnt and build more complex and dynamic business reports & dashboards.

You will learn how to
  • Understand the difference between a measure and a calculated column and when to use one over the other.
  • Learn about DAX object naming & syntax.
  • Learn how to use a range of DAX functions to solve day-to-day reporting needs.
  • Learn about DAX Time Intelligence functions and how to use them in financial reports.
  • Learn how to report using a range of categorical calendar periods such as Year, Quarter, Month & Week.
6.
Title
An introduction to the Power BI Service
Overview

The Power BI Service is sometimes referred to as Power BI online, it is a SaaS (Software as a Service) part of Power BI.

In the Power BI service, you can build reports, dashboards and apps and share them securely with your colleagues & business partners.

Required knowledge or experience

This session is for people will a good understanding of Power BI and the relationship between data and reports.

They should be familiar with the concept of building charts & tables either in Excel or other similar applications.

You will learn how to
  • Learn about the relationship between the Desktop & Service.
  • Learn how to navigate the Service environment.
  • Learn how to manipulate reports and create new ones from new & existing data sets.
  • Learn how to build a dashboard using reports published to the Service.
  • Learn how to share reports & dashboards with colleagues & partners.
  • Learn how to analyse a data model in the Service and show the results directly in Excel as a pivot table.
7.
Title
Working with online data sources
Overview

This session demonstrates how to use data that is available online from sites like ‘Wikipedia’.

Required knowledge or experience

Attendees should already have a good knowledge of Power BI and must be conversant with importing data from various file types.

You will learn how to
  • How to connect to online data sets and import into Power BI.
  • Perform transformations on the data in preparation for analysis.
  • Combine the data with other data sets with the aim of adding extra value.
8.
Title
Power BI new functionality
Overview

Learn about some of the new Power BI Desktop functionality and learn how to use these new features.

Required knowledge or experience

This section is aimed at people who already use Power BI on a regular basis but want to learn about the latest features & functionality and how to use them.

You will learn how to

The content for this session will change over time as new Power BI features & functionality becomes available.

9.
Title
An introduction to using ‘tool tips’
Overview

You can create visually rich report tool tips that appear when you hover over visuals, based on report pages you create in Power BI Desktop.

Required knowledge or experience

This section is aimed at people that already use Power BI on a regular basis and want to learn about new ways of engaging with their report consumers.

You will learn how to
  • Create and configure a tool tip page.
  • Manually set a report tool tip page.
  • Customise report tool tips & line charts.
  • Reverting to default tool tips.
  • Learn other ways to use tool tips to encourage report consumer engagement.
  • Create a tool tip that shows the current ‘filter context’ on the report page.
10.
Title
How to use the various mapping visuals in Power BI Desktop
Overview

Power BI comes with several mapping visuals by default. In this session we will review some of these options as well as looking at the new Azure Map visual.
With visually appealing maps and easy-to-understand content, you will be able to gain more insight into your data.

Required knowledge or experience

This session is for experienced Power BI users who want to expand their skills and experience by learning to visualise their information geographically rather than be limited to a flat chart or table.
*Users will need an active MS Azure account to use the new Azure Map visual.

You will learn how to
  • An introduction to Power BI maps.
  • Preparing your data set for geographical reporting.
  • Create & format a basic map.
  • How to use filled maps.
  • Exploring ArcGIS Maps for Power BI.
  • Enabling the Shape map in Power BI.
  • Creating & formatting a Shape map.
11.
Title
Visualisations: best practices, tips & tricks
Overview

In this session users will learn some best practices & tips & tricks to help them build better visualisations that stand out from the crowd.

Required knowledge or experience

This session is for experienced Power BI users who are looking for new ways to improve their report design skills and want to encourage report consumer engagement.

You will learn how to
  • Some of these best practices come from the Gestalt principles; simple, consistent & space.
  • Know the questions your reports are trying to answer?
  • Allow users to interact with the report and build their own experience.
  • Learn about Perspectives Support for Personalised Visuals (currently in preview).


We will update the above content and add new without notice as new features, functionality and processes become available.

Where a group size is five or less, delegates will be able to direct questions to the tutor throughout the session. However, because of time constraints, groups greater than five will not be able to ask questions, however delegates will be able to email them up to five days after the session.

If you would like to know more about these courses and how they could benefit your organisation, please contact us. I will be pleased to discuss a bespoke proposal for three sessions in one day, or 10 sessions taken over a calendar month. We can be very flexible with these courses, so if you have a particular requirement, just ask.


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