Power BI Desktop Level 2: Data Modeling & Reporting

Level 2Boot Camp2 DaysVersion 365Official CPE Provider

Advance from reports to real data models in Power BI. Merge and profile data in Query Editor, build composite models and date hierarchies, write DAX with time intelligence, create advanced visuals, and schedule refreshes.

Course Objective

Students will transform data in Query Editor, build advanced data models with composite models and date hierarchies, write DAX measures using filters, ranking, and time intelligence, create advanced visuals, and schedule refreshes and share reports in Teams.

Prerequisites

To ensure your success, we recommend that you have experience with loading and shaping data, building calculated columns and measures, and creating reports in Power BI Desktop. Students can obtain this level of skill through our Power BI Desktop Level 1 course. Contact us to discuss if this class is right for you.

Course Outline

7 lessons · 31 topics

1Data Transformation using Query Editor

Identify Strategies to Reduce Data Load in the Model
Create Dimension Tables by Grouping Data
Overcome Bad Data issues with Multi-Column to Row Data Merging
Promote/Demote Row Data to a Header
Merge Queries using Fuzzy Matching
Use Pivot and Unpivot to Transform Column and Row Data
Profile Data in Query Editor with Column Distribution, Quality and Profile Features

2Improved Data Modeling in Power BI Desktop

Overcome Relationship Errors in Model
Create Composite Models
Explore Cross Filter Direction Impact on Data Precision
Create a Table to store Measures
Create a Disconnected Table
Create Date Hierarchies as a Table Field
Use Custom Format Strings in Data Model

3GIS Data Usage in Power BI Desktop

Load and Model GIS Data
Create Visual Reports using GIS Data

4Conditional, Rank, and Filter use in DAX Measures

Explore Comparison Operators use in DAX
Use Variables in DAX Expressions
Filter Use in the Calculate Expression
Create a Rank Measure
Use If and Between in Calculated Columns and Measures
Differences Between ALL and ALLSELECTED as Filters in CALCULATE

5DAX Measures using Time Intelligence

Create a 3-Month Rolling Average
Create To-Date Totals for Current 12 Months
Build a Dynamic Time Matrix

6Power BI Desktop Visuals and Reports

Apply Advanced Conditional Formatting Options to Data Fields
Use Dual Card, Filled Map and Gauge Visuals in a Report
Identify Factors that Impact Desired Results with the Key Influencers Visual
Work with Report Layouts and Themes

7Data Connectivity and Power BI in Teams

Schedule a Refresh of Data
Load Power BI reports to Teams

Excel Solutions Team
Kirkwood Tower, 11757 Katy Fwy, Suite 1300, Houston, TX 77079
(713) 589-2655 · contactinfo@excelsolutionsteam.com · excelsolutionsteam.com

Official CPE Provider (TX State Board of Public Accountancy)
BBB Accredited since 2006 · 20+ years training Houston professionals