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Microsoft Power BI: Using Data and Dashboards to Drive Results
• Introduction to Power BI Desktop
o Downloading the Power BI Desktop for Free
o Desktop Summary - Three Different Views and What They Do
o An Overview of the Workflow in Power BI Desktop
o Dashboard in Minutes - Overview
• Loading the Data Model - Connecting Power BI Desktop to Data Sources
o Direct Query vs Import Data (Load)
o Connecting to Excel Data Sources
o Connecting to CSV and text files
o Connecting to a Folder of data
o Connecting to a web URL
• Introduction to the Query Editor Interface: Editing Data
o Cleaning up and transforming data
o Establishing Headers and Removing rows
o Editing and Renaming Rows and Columns
o Rearranging columns
o Creating custom columns
o Trim, Clean and Case
o Replacing Values
o Splitting columns
o Pivoting and Unpivoting Columns
• Understanding Database Relationships: Power BI Data Modeling
• Modeling with Power BI Desktop
o Query Editor vs. Data Model
o Formatting Data
o Performing Basic Mathematical Operations
o DAX: Creating Calculated Columns and Measures
o Using time intelligence functions
o Formatting Dates
o Using the SUMX function
• Power BI Desktop Report View: Creating Interactive Visualizations/Dashboards
o Walkthrough of Available Charts
o Creating Your First Visualizations
o Data, Format and Analytics Controls
o Creating Column, Bar and Line Charts
Overview of the webinar
If you understand Excel charts and Pivot Tables then you can leverage your existing knowledge and skills to create powerful, interactive dashboards and analyses unthinkable until recently. This 60-minute webinar takes you from Excel Dashboards to easier and more powerful MS Power BI dashboards. With this training you’ll learn the basics of implementing "do it yourself business intelligence" using Power BI.
Who should attend?
• Business owners
• CEO's / CFO's / CTO's
• Managers of all levels
• Anybody with large amounts of data
• Anybody who uses Microsoft Access/Excel on a regular basis, and wants to be more efficient and productive
• Accountants
• CPAs
• Controllers
• Financial Consultants
• IT Professionals
• Auditors
• Human Resource Personnel
• Bookkeepers
• Marketers
• Admins
• Secretaries
Why should you attend?
In today's fast-paced, high-tech, competitive business environment, analytics, data visualization and Business Intelligence (BI) are the hot topics many firms and professional recruiters seek. Increasingly, organizations of all sizes are seeking to take advantage of the vast data available to them to identify previously undiscovered insights and gain competitive advantages. The premier tool for this is MS Power BI – Excel’s big brother – on steroids!
These “big data” desk-top tools were out-of-reach just a few short years ago. Today Microsoft Desktop Power BI is free. The cloud-based Power BI Pro service costs a small business $10 per month and is used by Fortune 1000 firms on an enterprise-wide basis at extremely competitive prices.
Over the last few years, data has become the lifeblood of organizations. Those organizations that harness the power of big data business intelligence (BI) realize tangible competitive advantages. MS Power BI allows mangers to rely less on the IT department and achieve more self-service, control, agility and focused business intelligence (BI) using both the data warehouse and outside sources. With MS Power BI you can easily manipulate several databases. MS Power BI is easy, fast, and free.
Power BI is a cloud-based business analytics service that gives you a single view of your most critical business data. Monitor the health of your business using a live dashboard, create rich interactive reports with Power BI Desktop and access your data on the go with native Power BI Mobile apps.
Faculty - Mr.Tom Fragale
Tom Fragale is a computer professional with over 30 years of professional experience. He is a Microsoft Certified Trainer, a Microsoft Certified Office Master, and a Microsoft Certified Expert in Word and Excel. He has trained over 30,000 business people in on-line webinars, public seminars, and on-site training. His clients include many Fortune 500 companies, government agencies, military bases and companies large and small across many industries, including manufacturing, banking, pharmaceutical, education, retail, etc. He started his career as a database application programmer and has served as a consultant and project manager on many successful projects. His topics of expertise include: Access, Excel, Word, PowerPoint, Outlook, Crystal Reports, SQL Server, Visio, QuickBooks, and SharePoint, among others. His passion is training people and helping people get the most out of their computers, and he is a published author having written a book on Microsoft Access. He graduated in 1988 from LaSalle University in Philadelphia, PA with a BA in Computer Science.