Design and manage analytics solutions using Power BI

Design and manage analytics solutions using Power BI (PL-300T00)

Course Length: 3 days
Delivery Methods: Available as private class only
Course Overview

This course will discuss the various methods and best practices that are in line with business and technical requirements for modeling, visualizing, and analyzing data with Power BI. The course will also show how to access and process data from a range of data sources including both relational and non-relational data. This course will also explore how to implement proper security standards and policies across the Power BI spectrum including datasets and groups. The course will also discuss how to manage and deploy reports and dashboards for sharing and content distribution.

The audience for this course are data professionals and business intelligence professionals who want to learn how to accurately perform data analysis using Power BI. This course is also targeted toward those individuals who develop reports that visualize data from the data platform technologies that exist on both in the cloud and on-premises.

Course Benefits
  • Ingest, clean, and transform data.
  • Model data for performance and scalability.
  • Design and create reports for data analysis.
  • Apply and perform advanced report analytics.
  • Manage and share report assets.
  • Explore the role of a data analyst and how Power BI tools transform data into impactful reports and dashboards that support trusted, data-driven decisions across the business.
  • Prepare for the Microsoft Certified: Data Analyst Associate certification.
  • Learn about Power BI, the building blocks and flow of Power BI, and how to create compelling, interactive reports.
  • Learn about Microsoft Fabric, how it works, and identify how you can use it for your analytics needs.
  • Learn how Copilot in Power BI increases productivity when developing semantic models and reports using Power BI. Copilot also allows you to interact with your data using natural language to gain insights.
Microsoft Certified Partner

Webucator is a Microsoft Certified Partner. This class uses official Microsoft courseware and will be delivered by a Microsoft Certified Trainer (MCT).

Course Outline
  1. Discover data analysis
    1. Overview of data analysis
    2. Roles in data
    3. Tasks of a data analyst
    4. Check your knowledge
  2. Get started building with Power BI
    1. Use Power BI
    2. Building blocks of Power BI
    3. Tour and use the Power BI service
    4. Knowledge check
  3. Introduction to end-to-end analytics using Microsoft Fabric
    1. Explore end-to-end analytics with Microsoft Fabric
    2. Explore data teams and Microsoft Fabric
    3. Enable and use Microsoft Fabric
  4. Get started with Copilot in Power BI
    1. Use Copilot in Power BI to prepare and model data
    2. Create reports with Copilot in Power BI
    3. Get your data ready for AI usage in Power BI
  5. Get data in Power BI
    1. Get data from files
    2. Get data from relational data sources
    3. Create dynamic reports with parameters
    4. Get data from a NoSQL database
    5. Get data from online services
    6. Select a storage mode
    7. Get data from Azure Analysis Services
    8. Fix performance issues
    9. Resolve data import errors
    10. Check your knowledge
  6. Clean, transform, and load data in Power BI
    1. Shape the initial data
    2. Simplify the data structure
    3. Evaluate and change column data types
    4. Combine multiple tables into a single table
    5. Profile data in Power BI
    6. Use Advanced Editor to modify M code
    7. Check your knowledge
  7. Choose a Power BI model framework
    1. Describe Power BI model fundamentals
    2. Determine when to develop an import model
    3. Determine when to develop a DirectQuery model
    4. Determine when to develop a composite model
    5. Choose a model framework
  8. Configure a semantic model
    1. Configure relationships
    2. Configure tables
    3. Configure columns
    4. Configure hierarchies
    5. Configure measures
    6. Configure parameters
    7. Check your knowledge
  9. Write DAX formulas for semantic models
    1. Understand DAX calculation types
    2. Write DAX formulas
    3. DAX data types
    4. Work with DAX functions
    5. Use DAX operators
    6. Use DAX variables
    7. Check your knowledge
  10. Create DAX calculations in semantic models
    1. Create calculated tables
    2. Create calculated columns
    3. Understand implicit measures
    4. Create explicit measures
    5. Use iterator functions
    6. Check your knowledge
  11. Modify DAX filter context in semantic models
    1. Understand filter context
    2. Modify filter context
    3. Use filter modifier functions
    4. Examine filter context
    5. Perform context transition
    6. Check your knowledge
  12. Use DAX time intelligence functions in semantic models
    1. Use DAX time intelligence functions
    2. Additional time intelligence calculations
    3. Check your knowledge
  13. Create visual calculations in Power BI Desktop
    1. Understand visual calculations
    2. Create visual calculations
    3. Use parameters in visual calculations
  14. Optimize a model for performance in Power BI
    1. Describe semantic model optimization techniques
    2. Review performance of measures, relationships, and visuals
    3. Use variables to improve performance and troubleshooting
    4. Reduce cardinality
    5. Optimize DirectQuery models with table level storage
    6. Create and manage aggregations
    7. Check your knowledge
  15. Scope report design requirements
    1. Identify the audience
    2. Determine report types
    3. Define user interface requirements
    4. Define user experience requirements
    5. Explore designs in a Power BI report
    6. Check your knowledge
  16. Design Power BI reports
    1. Design the analytical report layout
    2. Design visually appealing reports
    3. Use report objects
    4. Select report visuals
    5. Apply filters and slicers to reports
    6. Understand filtering techniques and considerations
    7. Case study - Configure report filters based on feedback
    8. Check your knowledge
  17. Enhance Power BI report designs for the user experience
    1. Design reports to show details
    2. Design reports to highlight values
    3. Design reports that behave like apps
    4. Work with bookmarks
    5. Design reports for navigation
    6. Work with visual headers
    7. Design reports with built-in assistance
    8. Tune report performance
    9. Optimize reports for mobile use
    10. Check your knowledge
  18. Perform analytics in Power BI
    1. Identify outliers with Power BI visuals
    2. Group and bin data for analysis
    3. Apply clustering techniques
    4. Conduct time series analysis
    5. Use the Analyze feature
    6. Create what-if parameters
    7. Use specialized visuals
    8. Check your knowledge
  19. Manage workspaces in Power BI service
    1. Understand Power BI service
    2. Understand workspaces
    3. Publish to Power BI service
    4. Check your knowledge
  20. Manage semantic models in Power BI
    1. Use a Power BI gateway to connect to on-premises data sources
    2. Configure a semantic model scheduled refresh
    3. Configure incremental refresh settings
    4. Manage and promote semantic models
    5. Boost performance with query caching (Fabric or Premium capacity)
    6. Use lineage and impact analysis
    7. Check your knowledge
  21. Choose a content distribution method
    1. Understand sharing models
    2. Create a Power BI app
    3. Apply data governance principles
    4. Track report or dashboard usage
    5. Check your knowledge
  22. Create dashboards in Power BI
    1. Configure data alerts
    2. Explore data by asking questions
    3. Review Quick insights
    4. Add a dashboard theme
    5. Pin a live report page to a dashboard
    6. Set mobile view
    7. Check your knowledge
  23. Secure data access in Power BI
    1. Configure row-level security with the static method
    2. Configure row-level security with the dynamic method
    3. Use single sign-on (SSO) for DirectQuery sources
    4. Restrict access to Power BI model objects
    5. Check your knowledge
Class Materials

Each student will receive a comprehensive set of materials, including course notes and all the class examples.

Class Prerequisites

Experience in the following is required for this Microsoft Power Platform class:

  • Understanding core data concepts.
  • Knowledge of working with relational data in the cloud.
  • Knowledge of working with non-relational data in the cloud.
  • Knowledge of data analysis and visualization concepts.
  • Experience managing data using a spreadsheet tool such as Microsoft Excel.
Live Private Class
  • Private Class for your Team
  • Live training
  • Online or On-location
  • Customizable
  • Expert Instructors
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