Microsoft Power BI - A Complete Introduction [2023 EDITION]

Microsoft Power BI - A Complete Introduction [2023 EDITION]

by Academind by Maximilian Schwarzmüller, Manuel Lorenz
Released June 2022
Publisher(s): Packt Publishing
ISBN: 9781789959031

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Video description

Learn to achieve your business intelligence goals with Power BI’s comprehensive tools in this video course. Whether you need to analyze data from single or multiple sources, create captivating visualizations, or share results with colleagues, Power BI has you covered.

Starting with the course objectives and an introduction to Power BI Desktop, you’ll explore connecting Power BI to various source types using the Query Editor. Understand the data model and establish relationships between tables. Develop visuals in the report view and efficiently share your work using Power BI Pro. Practical hands-on assignments will reinforce your learning and application of concepts.

Advance your skills by mastering data import from JSON, REST APIs, and MySQL Server. Discover tips to excel in the Power BI world and create custom visuals using TypeScript and Power BI Developer tools. Engage in exciting projects and revise previous topics to solidify your knowledge.

Even if you are a complete beginner, don’t worry! The course includes a brief crash course on Power BI Desktop, making it accessible to all levels of learners.

By the end of this course, you’ll confidently analyze data from various sources, build your datasets, and adeptly navigate the Power BI universe, understanding how its tools synergize. Propel your business intelligence journey with Power BI expertise!

What You Will Learn

  • Understand Power BI Desktop and its components
  • Work in different views of the data model
  • Build relationships between different tables
  • Create a report with interactive visualization types
  • Take your project to the cloud with Power BI Pro
  • Access your results from multiple devices using Power BI Mobile

Audience

This course is designed for anyone who has never worked with Power BI and wants to understand how to use the different tools; those interested in learning how to connect the different Power BI tools with each other; and others who want to understand how to create customized visuals with Power BI Developer tools. A basic understanding of data analysis will be beneficial but not mandatory.

About The Authors

Academind by Maximilian Schwarzmüller:

Academind GmbH

Bundling the courses and the knowledge of successful instructors, Academind strives to deliver high-quality online education. The platform covers topics such as web development, data analysis, and more in a fun and engaging way.

Maximilian Schwarzmüller

Since the age of 13, he has never stopped learning new programming skills and languages. In his early days, he started creating websites simply for fun. This passion has remained and shaped his decision to work as a freelance web developer and consultant. Although he started web development on the backend (PHP with Laravel and NodeJS), he has progressed to becoming a front-end developer using modern frameworks such as React, Angular, and VueJS 2 in many projects.

The most rewarding experience for him is to see how people find new and better jobs, build exciting web applications, acquire amazing projects, or simply enjoy their hobby with the help of his content.

Manuel Lorenz: Manuel is a professional business analyst and instructor. Being an early adopter of new and quickly evolving tools, he always enjoyed both learning these tools and passing on his knowledge to his colleagues and fellow students. Since working as a business analyst implies a high affinity for programming, he also enjoys working as a web developer. It’s that combination of self-taught knowledge and its application in a highly competitive consulting environment for various clients that gives him the ability to evaluate solutions from an industry perspective as well as from a learner’s perspective. The latter also allows him to identify the pain points students might hit when learning these tools. As he always found it hard to find high-quality, understandable, and comprehensive learning materials, he decided to create such materials on his own.

Together with Maximilian Schwarzmüller, he founded Academind to offer the best possible learning experience on web development and data science to more than 300,000 students.

Table of contents

  1. Chapter 1 : Getting Started
    1. Welcome to This Course
    2. Module Introduction
    3. What Is Power BI?
    4. Installing Power BI Desktop
    5. Connecting Power BI Desktop to Source Files
    6. Creating Our First Visuals
    7. Comparing Excel and Power BI
    8. Course Outline
    9. The Two Ways (Paths) of Taking This Course
    10. How to Get the Most Out of This Course
    11. Important: How to Access Course Resources, Project Files, and Slides
  2. Chapter 2 : Understanding the Power BI Desktop Basics and Preparing the Course Project
    1. Module Introduction
    2. The Power BI Desktop Workflow
    3. Interface Tour
    4. Important! Creating the Project Template and Recommended Settings
  3. Chapter 3 : Data Preparation in the Power Query Editor
    1. Module Introduction
    2. Understanding Data Preparation / Cleaning / Cleansing
    3. Connecting Power BI Desktop to Source Files
    4. How Power BI Queries Data
    5. Understanding Basic Row Operations
    6. Filtering Data
    7. Analyzing Columns and Removing Blank Fields
    8. Understanding and Using the Append Feature
    9. Choosing and Removing Columns
    10. Append Behind the Scenes
    11. Understanding the Transpose Feature
    12. Replacing Values
    13. Working with Dates - The Basics
    14. Understanding Data Formats
    15. Handling Data Format Errors
    16. Understanding Pivoting and Unpivoting
    17. Applying Pivoting and Unpivoting
    18. Fixing a Sorting Problem
    19. Extracting Data, Splitting Columns, and Sorting Multiple Columns
    20. Introducing the "Group By" Feature
    21. Improving the Project Structure
    22. Wrap Up
  4. Chapter 4 : Data Transformation in the Power Query Editor
    1. Module Introduction
    2. Data Warehouse, Data Model, and Data Schema
    3. The Star Schema - Theory
    4. Applying the Star Schema to Our Project
    5. Understanding References
    6. Comparing References and Duplicates
    7. Importing Country and Region Codes
    8. Using "Enter Data" to Create a Table
    9. Understanding the Merge Feature
    10. How to Join Tables
    11. Understanding Outer, Inner, and Anti Joins
    12. Join Kind in Practice
    13. Handling Merge Errors
    14. Understanding the DIM-age Table
    15. Bringing Back the "age-group" Column
    16. Getting the Maximum Values from Each Age Group
    17. Creating Conditional Columns
    18. Creating an Index Column
    19. Creating a DIM-gender Table
    20. Understanding the FACT Table
    21. Finishing the FACT Table
    22. Applying Basic Mathematical Operations
    23. Using the Enable Load Feature
    24. Wrap Up
    25. Query Editor – Assignment Problem
    26. Query Editor – Assignment Solution
  5. Chapter 5 : The Data Model - Working with Relationships and DAX (Data Analysis Expressions)
    1. Module Introduction
    2. Query Editor Versus Data Model
    3. Understanding Relationships
    4. Creating Our First Relationship
    5. Understanding Cardinality and Difference Relationship Types
    6. One to Many and Many to One
    7. One to One
    8. Many to Many
    9. Fixing the Column Order Bug
    10. Understanding the Cross-Filter Direction
    11. Understanding Active Properties
    12. Adding Relationships to the Project
    13. M-Language Versus DAX (Data Analysis Expressions)
    14. Creating a Custom Column with the M-Language
    15. Creating a Calculated Column with DAX
    16. M Versus DAX - What Should I Choose?
    17. The DAX Basics
    18. The Core DAX Syntax
    19. DAX Data Types
    20. DAX Operators
    21. DAX Core Functions
    22. Creating a Table with the CALENDAR Function
    23. Extracting Data with the DOT Notation
    24. Adding and Dividing Columns
    25. Working with IF Functions
    26. Understanding Relationship Functions
    27. Calculated Column Versus Measure
    28. Understanding and Creating Measures
    29. Working with FILTER and CALCULATE Functions - Theory
    30. Combining CALCULATED and FILTER Functions
    31. Adding the Filter Condition to CALCULATE
    32. Using Measures in Measures
    33. Changing the Measure's Home Table
    34. Understanding the Data Category
    35. Wrap Up
    36. Data Model and RelationshipView – Assignment Problem
    37. Data Model and RelationshipView – Assignment Solution
  6. Chapter 6 : Creating Visuals in the Report View
    1. Module Introduction
    2. The Power BI Workflow and Understanding Basic Visual Elements
    3. Creating and Duplicating Pages
    4. Organizing Visuals
    5. Creating a New Visual
    6. Creating Line and Column Charts
    7. How FILTER Affects the Visual
    8. Understanding Interactions
    9. Hierarchies and Drill Down
    10. Formatting Chart Colors
    11. The Canvas
    12. Formatting the Page Background / Wallpaper
    13. Formatting the Filter Pane and Filter Cards
    14. Formatting Visuals: General Settings
    15. Diving Deeper into Formatting Visuals
    16. Working with Report Themes
    17. Finishing the Report Theme
    18. Understanding the Slicer
    19. Default Summarization and Sorting Order
    20. Creating Treemaps and Working with Multiple Slicers
    21. Creating Tables
    22. Syncing Slicers
    23. Filter on Visual, Page, and Report Level
    24. Creating Single and Multi-Row Cards
    25. Adding a Secondary Y-Axis
    26. Combining Column and Line Charts
    27. The Waterfall Chart
    28. Importing Visuals
    29. Finishing Touches
    30. Wrap Up
    31. Report Visualizations – Assignment Problem
    32. Report Visualizations – Assignment Solution
  7. Chapter 7 : Power BI Pro and Mobile - Sharing and Collaborating with Workspaces and Apps
    1. Module Introduction
    2. The Next Steps
    3. Power BI Pro Pricing
    4. Power BI Pro Interface Tour
    5. Publishing and My Workspace - Theory
    6. Publishing/Importing Power BI Desktop Projects to Pro
    7. Datasets Walkthrough
    8. List View Versus Lineage View
    9. Exploring Reports in Pro
    10. Understanding Dashboards
    11. Creating Reports and Dashboards
    12. Diving Deeper into "My Workspace", Understanding Refresh and a Refresh Error
    13. Gateways - Theory
    14. Gateways: Configuring Manual and Scheduled Refresh
    15. Sharing Data from "My Workspace" Through Direct Access
    16. Sharing Links
    17. Understanding Collaboration Workspaces - Theory
    18. Creating Collaboration Workspaces
    19. Sharing Data Through Apps
    20. Publishing and Unpublishing Apps
    21. Deleting Collaboration Workspaces
    22. Workspaces Versus Apps
    23. Working with Power BI Mobile
    24. Wrap Up
  8. Chapter 8 : Other Data Sources
    1. Module Introduction
    2. Importing JSON Data
    3. Importing Data from REST APIs
    4. Preparation: Setting Up a MySQL Server
    5. Importing Data from a MySQL Server (and Other SQL Servers)
    6. Wrap Up
  9. Chapter 9 : How to Stay Up-To-Date in the Power BI World
    1. Module Introduction
    2. Helpful Resources
    3. Using Preview Features
  10. Chapter 10 : Course Round-Up
    1. Congratulations!
  11. Chapter 11 : Optional - Power BI Desktop Crash Course (Introduction and Summary)
    1. Module Introduction
    2. Project Setup
    3. Connecting Power BI Desktop to the Source Files
    4. Query Editor Walkthrough
    5. Removing Blank Rows and Fixing Format Errors
    6. Saving the Project
    7. Duplicates Versus References
    8. Appending Queries
    9. Splitting Columns and Extracting Data
    10. Basic Column Interactions
    11. Data Modelling Theory
    12. Creating the "Orders" Table
    13. Working with Indexes
    14. The Formula Bar
    15. Merging Queries
    16. Loading Data Into the Data Model
    17. Creating Line Charts
    18. Understanding Relationships
    19. Formatting Numbers in Charts
    20. Understanding Interactions
    21. Hierarchies and Drill-Down
    22. Sorting Axis Values
    23. Formatting Visuals and Applying Report Themes
    24. Reports, Map Visuals, and Default Summarization
    25. The Data Category
    26. Applying Filters to Visuals
    27. Understanding Slicers
    28. Creating Tables
    29. Working with DAX ("Data Analytics Expressions")
    30. Sorting Weekdays with Calculated Columns
    31. Fixing the Revenue Calculation
    32. Introducing Measures
    33. Working with Quick Measures
  12. Chapter 12 : Bonus - Selected Features by Example and Refresher Project
    1. Understanding Column from Examples
    2. Group By, Big Data, and DAX Studio
    3. Taxi Project - Query Editor
    4. Taxi Project - Data Model and Visuals
    5. Taxi Project - Power BI Service

Product information

  • Title: Microsoft Power BI - A Complete Introduction [2023 EDITION]
  • Author(s): Academind by Maximilian Schwarzmüller, Manuel Lorenz
  • Release date: June 2022
  • Publisher(s): Packt Publishing
  • ISBN: 9781789959031