Advanced Power BI – Data Shaping

Course Overview

You have a good grasp on Microsoft Power BI™ and you’re now ready to learn the advanced data shaping techniques to perform the extract, transform, & load (ETL) processing of data. This is live, instructor-led training that can be delivered in-person or remotely.

This two day course* covers importing and shaping data from a variety of different sources using Power BI Desktop, focusing specifically on learning and applying the Power Query (aka “M”) formula language. It can be delivered in combination with Advisicon Academy’s Intermediate MS Power BI course.

In this course, participants will learn to:

  • Understand the Power BI Desktop data model
  • Describe the components of effective data schemas
  • Display an understanding of the Power Query M language
  • Import data from a variety of sources (XLS, CSV files, etc.)
  • Create queries using toolbar navigations & Advanced Editor
  • Understand parameters
  • Organize queries using folders

*If you wish to customize the course content or duration, please reach out to us directly.

Who Should Attend

This course is designed for moderately-experienced Power BI users. As a prerequisite, students should have at least limited familiarity with Power BI or the data connection capabilities of Microsoft Excel or successful completion of Introduction to Power BI & Intermediate MS Power BI.

Course Materials

Course materials are comprised of a lecture, demo, and lab, no textbook necessary. Attendees may also earn Professional Development Credits from the Project Management Institute (PMI®).

Course Outline

Basic Data Modeling
• Basic architecture of Power BI Desktop
• Specific terminology

Variables, Parameters, and Functions
• Understand variables & parameters
• Understand custom functions
• Understand the benefits of parameterizing your queries
• “Enter Data” and its use case
• Organize queries using folder groups

Getting Started with M (Power Query)
• Basic syntax of M
• Function & keyword structure
• Connect to data
• Basic structure of the Advanced Editor

Query Optimization Techniques
• Best practices for large data volumes
• Best practices for using the power of the underlying data sources
• Direct query mode
• Use icons & symbols
• Get & use KPIs
• Report accessibility

Advanced M Transformations
• Understand M transformations
• Merge & other combining queries
• Use multiple queries in an advanced transformation
• Use data profiling

Putting It All Together
• Sample report authoring process
• Report authoring best practices
• Dashboard design

Bring Your Own Data
• Explore solutions to Power BI problems under the course instructor’s guidance

Pain Points This Course Helps!

⚡ I need my data!

Learn how to access a variety of source data and how to select and mine relevant tables.

⚡There’s no story to my data!

We’ll teach you the art and science behind transforming your data into insightful information.

⚡ Building my reports is laborious and tedious!

Learn how to build Power BI reports once that you can reference many times.

⚡My reports are slow!

Advisicon’s DAX Data Shaping course will help you identify opportunities to reduce the size of your data model while still supporting your users’ lust for more and deeper insights.

⚡ It takes too long to get new reports developed by our analysis team.

Our Power BI training will equip you to create compelling analyses of any data you can access.

Course Instructors and Accreditation

We are Microsoft Certified Professionals with Gold Competencies in Data Analytics and Project and Portfolio Management–Microsoft’s highest partner ranking. This course will be taught by an experienced instructor who has deployed & configured Power BI reporting in a wide variety of businesses.

Advisicon’s goal is to improve your processes and technologies, thus creating measurable results. For over 30 years, we have successfully helped customers learn, scale, and grow.

Download the full course slick here

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