Unlocking the Power of Data with PowerBI (incl. Copilot)

Course Structure

It is composed of the following 7 Modules:

Get started with Power BI Desktop

• Overview of Power BI and its components
• Tour of the Power BI Desktop Interface
• Creating a new Power BI project

Data Sources and Transformation

• Connecting to various data sources (E.g. Excel, CSV, etc..)
• Loading data into Power BI Desktop
• Basic Data transformations using Query Editor
• Removing unnecessary columns and rows
• Renaming columns and tables
• Adding calculated columns
• Hands-on Exercise: Importing and shaping data from a data source

Data Modeling and Relationships

• Understanding the importance of data modeling
• Creating relationships between tables
• Configuring cross-filtering and cross-highlighting behaviour
• Establishing relationship cardinality (one-to-one, one-to-many)

Interactive Data Visualisations

• Introduction to Power BI visuals and the different types of visualisations
• Drag and Drop visual creation
• Formatting and customising visuals
• Creating hierarchies within interactive reports with drill-through actions
• Adding slicers and filters for data exploration
• Hands-on Exercise: Designing interactive visualisation for a sample dataset

Analysing Data with DAX calculations

• Introduction to DAX (Data Analysis Expressions) formulas
• Creating measures and calculated columns with DAX
• Using DAX functions for calculations and aggregations
• Hands-on Exercise: Using DAX create a new measure and incorporate the measure into a visual

Publishing and Sharing of Power BI Content

• Creation of a Workspace
• Creation of roles within the Workspace
• Contents of Workspace when publishing to service

Copilot for PowerBI

• Introduction to Copilot for Power BI
• Accessing Copilot
• Creating Reports with Copilot
• Generating Summarized Insights
• Writing Copilot Prompts
• Updating Data Models
• Security and Privacy
• Creating Custom Copilots

Should Attend

The course is ideal for anyone who has a good knowledge of Excel and would like to learn Power BI.

Prerequisites

A very good knowledge of Excel, including a working knowledge of PivotTables.

Assessment

There is no final assessment. Students will be guided during the course. At the end of the course, attendees will receive a Certificate of Attendance.

Key-Features

Learning Outcomes
Getting Started with Power BI Desktop:

• Understand the components and capabilities of Power BI.
• Navigate the Power BI Desktop interface efficiently.
• Create and manage new Power BI projects.

Data Sources and Transformation:

• Connect to various data sources such as Excel and CSV files.
• Load and import data into Power BI Desktop.
• Perform basic data transformations using the Query Editor, including removing unnecessary columns and rows, renaming columns and tables, and adding calculated columns.
• Apply hands-on skills to import and shape data from a data source.

Data Modeling and Relationships:

• Comprehend the importance of data modeling in Power BI.
• Create and manage relationships between tables.
• Configure cross-filtering and cross-highlighting behaviors.
• Establish relationship cardinality, including one-to-one and one-to-many relationships.

Interactive Data Visualisations:

• Identify and utilise different types of Power BI visuals.
• Create visuals using drag-and-drop functionality.
• Format and customise visuals to enhance data presentation.
• Create hierarchies within interactive reports and implement drill-through actions.
• Add slicers and filters to facilitate data exploration.
• Design interactive visualisations for a sample dataset through hands-on exercises.

Analysing Data with DAX Calculations:

• Understand the basics of DAX (Data Analysis Expressions) formulas.
• Create measures and calculated columns using DAX.
• Use DAX functions for various calculations and aggregations.
• Apply DAX to create new measures and incorporate them into visuals through hands-on exercises.

Publishing and Sharing Power BI Content:

• Create and manage a workspace in Power BI.
• Define and assign roles within the workspace.
• Understand the contents and structure of a workspace when publishing to the Power BI service.

Copilot for Power BI

• Gain knowledge on how to access and use Copilot in Power BI.
• Create interactive and insightful reports, visuals and summaries using Copilot in Power BI.
• Learn how to automate the process of analysing data and preparing summaries of key insights.
• Write well-composed conversational prompts to have Copilot assist in Power BI
• Gain insights into building and updating data models in PowerBI
• Understand the importance of security and privacy when using Copilot.
• Develop the ability to create customised copilots.