Microsoft Power BI Desktop and Microsoft Power Query

This Microsoft Power BI Desktop and Microsoft Power Query training class familiarizes the participant with Microsoft Power Query, a revolutionary data tool for Excel that allows you to intuitively discover and automate the import, transformation, and combination of data across a variety of data sources for use in Excel and Microsoft Power BI. Power Query is a free add-in for Excel that enhances the self-service Business Intelligence experience in Excel. The course uses Excel 2016; however, Power Query works with Excel 2010 and above.

The student should be familiar with Excel and the concepts of datasets and basic reporting, including the use of PivotTables.

Goals
  1. Understand the revolutionary changes in Power Query and the ease it provides for Excel pros.
  2. Successfully navigate the Power Query interface.
  3. Understand and properly configure data types.
  4. Understand and perform importing data.
  5. Understand and perform transforming data.
  6. Understand and perform loading data.
  7. Understand and utilize ranges in Excel.
  8. Understand and handle special situations.
  9. Understand and perform appending operations.
  10. Understand and utilize working with folders and files.
  11. Understand and perform combining worksheets.
  12. Understand and utilize PivotTables.
  13. Understand working with relational data.
  14. Understand and perform importing from SQL Server Analysis Services Multidimensional.
  15. Understand and perform importing from SQL Server Analysis Services Tabular.
  16. Understand the issues encountered when performing merges.
  17. Understand and utilize merges.
  18. Understand and utilize loading into Excel.
  19. Understand and utilize loading into Power Pivot.
  20. Understand and utilize loading to Power BI Desktop.
  21. Understand and utilize the data sources available.
  22. Understand and utilize grouping.
  23. Understand and utilize summarizing.
  24. Understand the M interface.
  25. Understand Power Query formulas.
Outline
  1. Course Overview
    1. Introduction
    2. Course Materials
    3. Facilities
    4. Prerequisites
    5. What We'll Be Discussing
    6. Lab 1: Course Overview
    7. None
  2. Introduction to Power Query
    1. In this module, we will explore the Power Query interface and examine the importance of data types and how to properly utilize them.
    2. Understanding The Ease That the Revolutionary Changes Afforded by Power Query Provide to the Excel Pro
    3. Examining The Power Query Interface
    4. Configuring Data Types
    5. Lab 1: Introduction to Power Query
    6. Power Query Interface
    7. Understanding Data Types
  3. Working with CSV, TXT and Excel Worksheets
    1. Importing Data
    2. Transforming Data
    3. Loading Data
    4. Using Ranges in Excel
    5. Understanding and Handling Special Situations
    6. Appending Operations
    7. Working with Folders and Files
    8. Combining Worksheets
    9. Using PivotTables
    10. Lab 1: Working with CSV, TXT and Excel Worksheets
    11. Importing, Transforming, and Loading Data
    12. Utilizing Ranges
    13. Understanding and Handling Special Situations
    14. Appending Operations
    15. Working with Folders and Files
    16. Combining Worksheets
    17. Using PivotTables
  4. Connecting to Databases
    1. Working with Relational Data
    2. Importing from SQL Server Analysis Services Multidimensional and Tabular
    3. Lab 1: Working with Databases
    4. Importing From SSAS Multidimensional
    5. Importing From SSAS Tabular
  5. Performing Merges
    1. Understanding the Issues
    2. Performing Merges
    3. Lab 1: Performing Merges
    4. Performing Merges
  6. Loading Your Data
    1. Loading into Excel
    2. Loading into Power Pivot
    3. Loading into Power BI Desktop
    4. Lab 1: Loading Your Data
    5. Importing, Transforming, and Loading Data into Excel and Power Pivot
    6. Introduction to Power BI Desktop
    7. Data Sources
  7. Grouping and Summarizing with Power Query
    1. Grouping Options
    2. Summarizing
    3. Lab 1: Grouping and Summarizing with Power Query
    4. Grouping and Summarizing
  8. Working with the Power Query Language M (OPTIONAL)
    1. Understanding the M Interface
    2. Examining Power Query Formulas
    3. Lab 1: Working with the Power Query Language M (Optional)
    4. None
Class Materials

Each student in our Live Online and our Onsite classes receives a comprehensive set of materials, including course notes and all the class examples.

Class Prerequisites

Experience in the following is required for this Microsoft Business Intelligence class:

  • Familiarity with Excel and the concepts of datasets and basic reporting, including the use of PivotTables.
Preparing for Class

Training for your Team

Length: 1 Day
  • Private Class for your Team
  • Online or On-location
  • Customizable
  • Expert Instructors

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