Power BI
Instructor-Led, Private Group Training

Delivered on-site or online, Senturus Private Group Training is a customizable approach to learning Power BI. This is a cost-effective option if your company has five or more individuals who require instruction on the same topic. We also offer self-paced, mentoring and public classes for Power BI.

Do you have students from multiple departments who require training? You’ll appreciate our volume discounts and flexible web-based payment option that allows students to pay individually for classes. 

Mix and match the modules below to build a class that meets the needs of your students and your organization.

POWER BI MODULES
▼ Fundamentals: Getting Started with Power BI

  • Understanding the Power BI toolset
  • Get data  
    • Import data from
      • On-premises sources
      • Cloud sources
      • Use DirectQuery to connect to data sources
      • Transform data with Power BI Query editor 
  • Design and build the data model in Power BI Desktop
    • Design a data model
    • Create hierarchies
    • Build calculations and get to know DAX
    • Quick measures
    • Calculated columns
    • Measures
  • Author reports
    • Create visualizations
    • Build reports from visualizations
    • Go beyond the basics with intermediate design methods
  • Collaborate and Share
    • Publish reports to PowerBI.com
    • Assemble dashboards from reports
    • Refresh data in deployed reports and dashboards

▼ Data Sourcing and Transformation with Power BI

  • Data sources and connections: Power BI Desktop
    • Sourcing approaches
      • Import
      • Live via DirectQuery
      • Live to analysis services
    • Importing and refreshing data
    • Dataset tasks
  • Introduction and overview of transforming data with Power BI
  • Preparation: create a new Power BI model
  • Introducing Query editor
  • Queries
  • Data preview
  • Transforming data
    • General transformation types
      • Common basic transformations
        • Transforming data: scenario
        • Explore source data
        • Remove rows and columns
        • Un-pivot columns
        • Add custom columns
      • Loading data
        • Loading data: scenario
        • Load data
      • Advanced features
        • Advanced features sampler
          • Transforming data: scenario
        • Combining data sets
          • Merge queries
          • Append queries
        • Use a function
          • Create a function based upon internal functions
          • Generate date table as a new function

▼ Data Modeling with Power BI

  • Data modeling concepts and practices
  • Data types, categories, defaults and properties
  • Relationships
    • Multiple purposes
    • Understanding leys
    • Relationship cardinality
    • Cross-filter direction
  • Hierarchies
  • Calculated tables and columns
  • Introduction to DAX measures

▼ Reports, Visualizations and Dashboards in Power BI

  • Introduction and overview of reports, visualizations and dashboards
  • Reporting in Power BI
    • Derivation of meaning from data
    • Quick report / visualization creation
    • Dashboards for high-level summaries
    • Power BI service: views
    • Two report types
    • Visualizations
    • Custom visualizations
    • Working with reports
  • Dashboards
    • A bird’s eye view
    • Easily assembling from Power BI reports
    • Sharing dashboards in Power BI
  • Which visuals to use when, depending on type of data and insight
  • Managing themes and visual formatting display options
  • Creating and working with simple, complex and custom visualizations
  • How to create interactions between visualizations
  • Creating simple tabular or pivot visuals
  • Using R or Python custom visuals
  • Developing complex corporate KPI dashboards
  • Creating drill features (drill down, drill through, etc.)
  • Working with hierarchical data ( date, time and category data)
  • Creating and using filters and slicers
  • Creating reports with what-if scenario slider
  • Using key influencers and other AI functionality 

▼ Publishing and Sharing

  • Creating and publishing datasets and Power BI datasets
  • Creating/managIng workspaces
  • Setting up a scheduled data refresh
  • Connecting to published Power BI datasets
  • Creating and sharing simple dashboards
  • Pinning a Q&A question to a dashboard
  • Creating and share Power BI apps
  • Dashboard/report subscriptions
  • Managing dashboard data alerts
  • Analyzing in Excel against a Power BI dataset

▼ DAX (Data Analysis eXpressions) Fundamentals

  • Overview and mechanics
    • Basics for working with DAX formulae and functions including the environment within which we construct them
    • Filter context, topics of operators (and how they work together) and data types.
    • Introduction to calculated columns and measures including differences and best practices for each
    • Key functions used to construct DAX formulae, the CALCULATE() and RELATED() functions
  • Working with text functions
    • Manipulating text/string data within calculated columns
    • Working with text that is not aggregated and data-type conversions
    • Performing counts
  • Create fundamental functions in calculated columns and measures
    • Fundamental DAX functions will focus on filter functions, logical functions and information functions
    • Syntax used to employ fundamental functions
  • Create aggregate functions
    • Review aggregation functions, together with their X-function and A-function type counterparts (where applicable) and differences between basic versus other types
  • Creating math functions
    • The SUM() and SUMX() functions re-examined
    • Math-related DAX functions
    • Syntax
  • Date and time functions
    • Introduce basic date and time functions (retrieve, parse and manipulate dates/times)
    • Introduce time intelligence functions (navigation of dates, parsing and manipulation and comparing data between or across time periods)
    • Data management considerations for data and time functions
  • Solutions for common business challenges
    • Hands-on exercises that tackle common business challenges including less-than-ideal conditions with data that is already in place, running totals and moving averages, suppression of totals for non-additive numbers and managing the presentation of semi-additive numbers.

▼ Security Planning Topics

  • Formal training (using standard dataset) to cover:
    • Row level security functionality with SSAS Tabular
    • Managing security roles 
    • Creating report-level and role-based security 
    • On-prem gateway

▼ Architecture Planning Topics

  • Power BI and SSAS tabular
  • Planning the roadmap
  • Considerations as you start laying the power BI foundation