Bundle Course - BI Tools

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75 Hours

Course offered by Uplatz

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Bundle Course – BI Tools

Tableau – Course Syllabus

 Tableau History, Interface and Components

 Connecting to databases and preparing data

 Data Refresh and Blending

 Sorting

 Grouping

 Creating Sets

 Filters

 Filter shelves

 Quick Filter

 Parameters

 Formatting

 Trend Lines and reference lines

 Drills

 Introduction to Dashboards and Story

 Building dashboards

 Layouts and Formatting

 Interactivity

 StoryPoints

 Maps

 Background Images

 Calculations Syntax

 Modifying Table calculations

 Aggregations and LOD Expressions

 Advanced Charts and graphs (Pareto, Waterfall, Funnel,..)

 Histograms

 Tree maps and bubble charts

 Best practices

 Case Studies

Power BI Syllabus

Power BI Complete Introduction

Power BI Introduction
Data Visualization, Reporting
Business Intelligence(BI), Traditional BI, Self-Serviced BI
Cloud Based BI, On Premise BI
Power BI Products
Power BI Desktop (Power Query, Power Pivot, Power View)
Flow of Work in Power BI Desktop
Power BI Report Server, Power BI Service, Power BI Mobile
Flow of Work in Power BI / Power BI Architecture
A Brief History of Power BI

PBI Desktop Installation, PBI Desktop &Service Overview

Power BI Desktop Installation
Building Blocks of Power BI
Datasets, Visualizations, Reports, Dashboards, Tiles
Power BI Desktop User Interface
Fields Pane, Visualizations pane, Ribbon, Views, Pages Tab, Canvas
Overview of Power Query / Query Editor – Extract, Transform & Load Data
Connecting to Data Sources, Establish connection to the Excel source
Importing Data into Power BI or Query Editor
Transforming the Data using Power Query
Model the Data using Power Pivot – Relationship View
Creating New Measures and New Columns using DAX – Data View
Visualizing the Data using Power View and Power Maps – Report View
Saving and Publishing the Visuals or Reports
Logon to Power BI Service
View the Reports in PBI Service and Share the reports

Power Query

Introduction to Power Query – Extract, Transform & Load

Data Transformation, Benefits of Data Transformation
Shape or Transform Data using Power Query
Overview of Power Query / Query Editor, Query Editor User Interface
The Ribbon (Home, Transform, Add Column, View Tabs)
The Queries Pane, The Data View / Results Pane, The Query Settings Pane, Formula Bar
Advanced Editor – Complete ETL Code
Saving Your Work – Appling ETL Changes – Loading into Power Pivot Model
Power Query Conceptually

Datatypes and Filters in Power Query

Datatypes, Changing the Datatype of a Column
Filters in Power Query
Auto Filter / Basic Filtering
Filter a Column using Text Filters
Filter a Column using Number Filters
Filter a Column using Date Filters
Filter Multiple Columns

Inbuilt Column Transformations

Remove Columns / Remove Other Columns
Name / Rename a Column
Reorder Columns or Sort Columns
Add Column / Custom Column
Split Columns
Merge Columns
PIVOT, UNPIVOT Columns
Transpose Columns

In built Row Transformations

Header Row or Use First Row as Headers
Keep Top Rows, Keep Bottom Rows
Keep Range of Rows
Keep Duplicates, Keep Errors
Remove Top Rows, Remove Bottom Rows, Remove Alternative Rows
Remove Duplicates, Remove Blank Rows, Remove Errors
Group Rows / Group By

Combine Queries (Append Queries & Merge Queries)

Append Queries / Union Queries

Append Queries
Append Queries as New
Append 2 or more files individually with different queries
Appending multiple files of same type from a folder using single query
Query Options
Copy Query, Paste Query
Delete Query, Rename Query
Enable Load, Include in report Refresh
Duplicate Query, Reference Query
Move to Group, Move Up, Move Down

Merge Queries / Join Queries

Merge Queries, Merge Queries as New
Default Types of Joins / Join Kinds / Merge Type
Left Outer (all from first, matching from second)
Right Outer (all from second, matching from first)
Full Outer (all rows from both)
Inner (only matching rows)
Left Anti (rows only in first)
Right Anti (rows only in second)
Cartesian Join or Cross Join

Power Pivot

Power BI Data Modeling – Relationship View

Data Modeling Introduction
Relationship, Need of Relationship
Relationship Types / Cardinality in General
One-to-One, One-to-Many (or Many-to-One), Many-to-Many
AutoDetect the relationship, Create a new relationship, Edit existing relationships
Make Relationship Active or Inactive
Delete a relationship
Cross filter direction (Single, Both), Assume Referential Integrity

Enhancing the Data Model – DAX

What is DAX, Calculated Column, Measures
DAX Table and Column Name Syntax
Creating Calculated Columns, Creating Measures
Implicit Vs Explicit Measures
Calculated Columns Vs Measures
DAX Syntax & Operators
DAX Operators
Types of Operators
Arithmetic Operators, Comparison Operators, Text Concatenation Operator, Logical Operators

DAX Functions Categories

Date and Time Functions
Logical Functions
Text Functions
Math & Statistical Functions
Filter Functions
Time Intelligence Functions

DAX Date & Time Functions

YEAR, MONTH, DAY
WEEKDAY, WEEKNUM
FORMAT (Text Function) à Month Name, Weekday Name
DATE, TODAY, NOW
HOUR, MINUTE, SECOND, TIME
DATEDIFF, CALENDAR
Creating Date Dimension Table

DAX Text Functions

LEN, CONCATENATE (&)
LEFT, RIGHT, MID
UPPER, LOWER
TRIM, SUBSTITUTE, BLANK

DAX Logical Functions

IF
TRUE, FALSE
NOT, OR, IN, AND
IFERROR
SWITCH

DAXMath and Statistical Functions

INT
ROUND, ROUNDUP, ROUNDDOWN
DIVIDE
EVEN, ODD
POWER, SIGN
SQRT, FACT
SUM, SUMX
MIN, MINX
MAX, MAXX
COUNT, COUNTX
AVERAGE, AVERAGEX
COUNTROWS, COUNTBLANK

DAX Filter Functions

CALCULATE
ALL
RELATED

DAX Time Intelligence Functions

Time Intelligence Introduction
TOTALMTD, TOTALQTD, TOTALYTD
PREVIOUSDAY, PREVIOUSMONTH, PREVIOUSQUARTER, PREVIOUSYEAR
NEXTDAY, NEXTMONTH, NEXTQUARTER, NEXTYEAR
SAMEPERIODLASTYEAR
YOY Growth
MOM Growth

Power View

Report View / Power View

Report View User Interface
Fields Pane, Visualizations pane, Ribbon, Views, Pages Tab, Canvas
Visual Interactions
Interaction Type (Filter, Highlight, None)
Visual Interactions Default Behavior, Changing the Interaction

Filters in Power View

Filter Types
Visual Level Filters, Page Level Filters, Report Level Filters, Drill Through Filters
Filter Sub Types
Basic Filtering, Advanced Filtering, Top N, Relative Date Filtering
Numeric field filters, Text field filters, Date and Time field Filters

Grouping, Binning & Sorting

Grouping and Binning Introduction
Using grouping, Creating Groups on Text Columns
Using binning, Creating Bins on Number Column and Date Columns
Sorting Data in Visuals
Changing the Sort Column, Changing the Sort Order
Sort using column that is not used in the Visualization
Sort using the Sort by Column button

Hierarchies and Drill-Down Reports

Hierarchy Introduction, Default Date Hierarchy
Creating Hierarchy, Creating Custom Date Hierarchy
Change Hierarchy Levels
Drill-Up and Drill-Down Reports
Data Actions, Drill Down, Drill Up, Show Next Level, Expand Next Level
Drilling filters other visuals option

Power BI Visualizations

Visualizing Data, Why Visualizations
Visualization types, Field Wells
Visuals for Filtering, Visualizing Categorical Data, Visualizing Trend Data
Visualizing KPI Data, Visualizing Tabular Data, Visualizing Geographical Data
Leveraging Power BI Custom Visuals

Visuals for Filtering

Slicer Visualization
When to use a Slicer
Create and format Slicer Visualization
Hierarchy Slicer (Custom Visualization)
When to use a Hierarchy Slicer
Create and format Hierarchy Slicer
Advantages of Hierarchy Slicer

Visualizing Categorical Data

Create and Format Bar and Column Charts
Create and Format Stacked Bar Chart Stacked Column Chart
Create and Format Clustered Bar Chart, Clustered Column Chart
Create and Format 100% Stacked Bar Chart, 100% Stacked Column Chart
Create and Format Pie and Donut Charts
Create and Format theTree Map Visual
Create and Format Scatter Charts

Visualizing Trend Data

Line and Area Charts
Create and Format Line Chart, Area Chart, Stacked Area Chart
Combo Charts
Create and Format Line and Stacked Column Chart, Line and Clustered Column Chart
Create and Format Ribbon Chart, Waterfall Chart, Funnel Chart

Visualizing KPI Data

Create and Format Gauge Visual, KPI Visual
Create and Format Card Visualization, Multi Row Card

Visualizing Tabular Data, Geographical Data & R Script Visual

Create and Format Table Visual, Matrix Visualization
Create and Format Map Visual, Filled Map Visual, Arc GIS Maps Visual
Create and Format R Script Visual

Power BI Service

Power BI Service Introduction

Power BI Service Introduction, Power BI Cloud Architecture
Creating Power BI Service Account, SIGN IN to Power BI Service Account
Publishing Reports to the Power BI service, Import / Getting the Report to PBI Service
My Workspace / App Workspaces Tabs
DATASETS, WORKBOOKS, REPORTS, DASHBOARDS
Working with Datasets, Creating Reports in Cloud using Published Datasets
Power BI Datasets Live Connection using Desktop
Working with Workbooks, working with Reports, Sharing Reports

Dashboards Development

Creating Dashboards
Pin Visuals and Pin LIVE Report Pages to Dashboard
Advantages of Dashboards
Interacting with Dashboards
Adding Tiles to Dashboards
Web Content, Image, Text Box,Video
Formatting Dashboard
Sharing Dashboard

Data Gateways

Introduction to Data Gateways
How Data Gateways work
Connect to an on premise Data Source by using a Data Gateway
Download Data Gateway
Installing a Data Gateway
Types of Gateways
On-premises Data Gateway, On-premises Data Gateway (personal mode)
Manage Data Gateway
Add and Remove Administrators
Add Data Source, Add or Remove Users to a Data Source
Refresh On PremiseData
Configuring Automatic Refresh using Schedules

Collaboration in Power BI using App Workspace

Introduction to App Workspaces
Create an App Workspace
Add Members to App Workspace to Collaborate
App Workspace Access
Admin, Member, Contributor

Sharing Power BI Content using Apps and Content Packs

Introduction to App
Publish an App
Update a Published App
Manage Content in App
Include in App, Exclude in App
Sharing App
Entire Organization, Specific individuals or group
Un publishing an App
Content Pack Introduction
Create Content Pack
Sharing Content Packs
Specific Groups, My Entire Organization
Selecting the Content / Items to Publish or Share

Row Level Security in Power BI

Introduction to Row Level Security
Row Level Security (RLS) with DAX
Manage Roles, Creating Roles, Testing Roles
Adding Members to Roles in Power BI Service
Dynamic Row Level Security
Creating Users Table and Adding to the Model
Capturing users using UserName () or UserPrincipalName () DAX Functions

SAP BUSINESSOBJECTS BUSINESS INTELLIGENCE

SAP BusinessObjects (BO) Business Intelligence is a reporting tool offered by SAP. SAP BO offers intelligent solutions that can be made use of by people ranging from analysts and other people who work with information to CEO’s.