Building Real Business Intelligence Solutions with Power BI Designer and Excel
This interactive workshop will teach attendees how to use Business Intelligence tools (Power Query, Power Pivot and Power View) to create a complete solution delivering dashboards, self-service and mobile BI. We will create a solution using both the free Power BI Designer and the same Power BI components in Excel 2013. Mastering these tools will enable solutions to be used on the desktop by Data Analysts, for group collaboration in on-premises SharePoint and in the Microsoft Cloud with Office 365 and the new Power BI cloud service.
Attendees should have a basic knowledge of relational database concepts and should know how to use Excel 2013.
All attendees should install the free Power BI Designer (available at powerbi.com) and those who want to use Excel will need Office 2013 ProPlus. Please install and test the software before you arrive. For Excel, enable the Power Pivot add-in, and download and install the Power Query add-in. We recommend you install the 64 bit version of all software but the 32 bit version of Office will work with smaller data sets. Min 4 GB RAM and 8 GB is recommended.
At the conclusion, attendees will know how to use Power Query to combine and transform data from different sources; Power Pivor to model data for reporting and discovery, and write calculations, KPIs and complex metrics. They will learn to use Power View to create interactive visualizations and dashboards, and Excel PivotTables, PivotCharts, slicers, conditional formating and advanced features to create collaborative dashboards and reports. They will learn to use Power Map for geographic reporting and presentations. Finally, attendees will learn to deliver a collaborative BI solution using the Microsoft Power BI hosted solution enabling natural language queries with Power BI Q&A, scheduled data refresh and queries using live, on-premises data.
BI Solution Components
Begin with a brief and high-level introduction to the components of traditional BI solutions to help attendees appreciate the usual scale and cost. Discuss the options to scale these items for small and large projects. Discuss the trade-offs for each and the value of centralized solutions, data quality and master data management. Discuss the challenges of designing, building and maintaining large-scale BI solutions.
• Workshop Objectives
• Universal Principles of Data Behavior
• Universal Data Problems
• Universal Visualization Principles
• Interactive Visuals
• Project Types and Scale
• Roles and Tasks
• Self-Service BI Tool Choices & Criteria
• Power BI Scenarios & Options
• Project Stages
• Getting Started
• Managing Data Transformations
with Power Query
• Data Modelling with Power Pivot
• Advanced Power Pivot Properties
• Introducing DAX Calculations
• Visualizing and Exploring with Power View
• Enhancing Power View Reports & Dashboards
• Using Excel as a BI Dashboard & Reporting Tool
• Publishing to the Cloud
• Geographic Visualization using Power Map
• Introducing the Power BI Dashboard Designer
• Final Steps & Summary