Course Outline

Software Overview for Government

  • Creating a data model: Power BI Desktop - required
  • Microsoft SQL Server Management Studio - optional
  • DAX Studio - optional to work with DAX
  • Visual Studio Code - optional to work with Power Query M

Working with Power BI for Government - Major Work Steps

  • Preparation of data for Power BI Desktop in Power Query.
  • Optimization and parameterization of data, also using SQL.
  • Working with the DAX data model: relationships, tables, calculated columns, calculated tables, and measures.
  • Building a report in the Power BI Desktop application.
  • Publishing and sharing a report in the Power BI service.
  • Managing access control to the data model.
  • Reusing a published data model.
  • Updating a report online.

Power Query M Language for Government

  • What the Power Query M language is, where it is used, and what capabilities it has.
  • Applications of M (Power BI, Power Pivot, Dataverse).
  • The basics and concept of the M language.
  • Limitations of the M language and risks associated with case sensitivity.
  • Data updating.

Data Sources for the Power BI Desktop Model for Government

  • CSV, Excel, JSON, XML, PDF files.
  • Internet data sources: Tables published on the World Wide Web.
  • Streaming data services - OData.
  • Mass import of files from a folder.
  • SharePoint 365 libraries as a file repository - overview.
  • Relational SQL databases (Microsoft SQL Server by default).

Power Query in Combining and Transforming Data for Government

  • Filtering and sorting of input data.
  • Data quality control: searching for anomalies, errors, and inconsistencies.
  • Calculation and conditional columns.
  • Creation of custom computed columns.
  • Direct editing of M code: formula bar and advanced editor.
  • Duplicating a query versus referencing a query.
  • Transferring queries between applications.
  • Multiple references to objects.
  • Working with libraries of functions: text, numbers, time.
  • Data types and their conversion, user regional settings.
  • Merge and split columns and rows.

Working with Tables in Power Query M Language for Government

  • Joining and merging tables. Tracking query dependencies.
  • Table functions and managing transformation steps.
  • Removing duplicate values - tables and column sets.
  • PIVOT transformations and their inverse: UNPIVOT.
  • Aggregation and counting of data.

M Query Advanced Operations for Government

  • Advanced functionalities of the M language.
  • Building objects: list, dataset, table using code.
  • Creating custom functions in the M language.

Dynamic Queries - Parameters in M Language for Government

  • Create, manage parameters.
  • Parameterization of queries.
  • Parameter handling from the Power BI report level.

Power Query and SQL Server for Government

  • SQL Server modes of operation: Data Import vs. Direct Query. Capabilities and limitations.
  • Importing SQL objects that can be used to build a model.
  • Tables - the primary source of data for the model.
  • Views - stored database query.
  • Procedures that return data (overview).
  • Table functions.
  • Queries in SQL code.

Selection Queries - DQL (Data Query Language) for Government

  • Query designer in applications and creating a database query.
  • Basic data types in SQL and their use. SQL standard in the Power BI data model.
  • Data retrieval - SELECT: command syntax and order of execution of SQL statements.
  • Operators and criteria in queries.

Optimizing SQL Queries in Power Query for Government

  • SQL language functions in queries.
  • Operations on joined tables: SQL joins (SQL JOIN).
  • Combining the results of a UNION, UNION ALL, INTERSECT, EXCEPT/MINUS query.
  • Aggregation of data on the SQL server side.
  • Window functions in SQL: OVER ordered results, PARTITION BY partitioning, and ORDER BY sorting of query result. Row references: previous, next, first, and last in a group.
  • Subqueries in SQL: Query result as a WHERE condition in a query. A query based on another query.
  • CTE table expressions.

Power Query and SQL Advanced Parameterization for Government

  • Modify a query using the M parameter.
  • Parameter in a remote SQL query.
  • Controlling parameter values from within Power BI.
  • Fragmenter in Power BI Desktop visualization and parameter in Power Query.

DAX Language in the Power BI Data Model for Government

  • What is the DAX language. Basics and concept of the DAX language.
  • Applications of DAX (Power BI, Power Pivot, Analysis Services).
  • Overview of the environment and tools useful for working with DAX.

Introduction to the DAX Language for Government

  • Data model - what it is and how it works.
  • Good data organization practices.
  • Data types, type conversion, handling of possible errors.
  • Data type vs. data format. Data format management and customization.
  • Creating relationships between tables.
  • Data model relationships: active and inactive.
  • Parameter tables.
  • Filtering directions.
  • Hiding columns in user view.
  • Operators in the DAX language.

Calculation Columns and Built-in Functions in DAX for Government

  • What are calculation columns.
  • Creation and modification of calculation columns.
  • Operators and their priorities in the DAX language.
  • Basic functions of the DAX language: ROUND, IF, SWITCH.
  • Time functions: YEAR, MONTH, DAY, WEEKDAY, WEEKNUM, EOMONTH.
  • Logical functions: NOT, OR, AND and operators || and &&.
  • Text functions: LEFT, RIGHT, MID, LOWER, UPPER.
  • Numeric functions: ROUND, ROUNDUP, ROUNDDOWN.
  • Conversion functions: FORMAT.

Requirements

This comprehensive training course is designed for government personnel involved in the processing and analysis of large datasets, including analysts, accountants, as well as software developers and testers. The curriculum covers essential topics such as working with SQL Server, data processing using Power Query M, and constructing data models with DAX, all tailored to enhance efficiency and accuracy in data management for government operations.

 21 Hours

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