Intro to Power BI Reports and Dashboards Training Course

Module 1: Get Data in Power BI for Government

In this module, you will learn how to retrieve data from various sources, including Microsoft Excel, relational databases, and NoSQL data stores. You will also explore techniques to enhance performance while retrieving data.

Learning Objectives

By the end of this module, you will be able to:

• Identify and connect to a data source for government use
• Retrieve data from relational databases, such as Microsoft SQL Server
• Extract data from file formats like Microsoft Excel
• Obtain data from applications for government operations
• Access data from Azure Analysis Services
• Select an appropriate storage mode for your data needs
• Diagnose and fix performance issues in data retrieval
• Resolve data import errors effectively

Lessons

• Introduction to Data Retrieval in Power BI
• Getting Data from Files for Government Use
• Accessing Relational Data Sources for Government
• Creating Dynamic Reports with Parameters
• Extracting Data from NoSQL Databases for Government
• Obtaining Data from Online Services for Government Operations
• Selecting a Storage Mode in Power BI
• Improving Performance in Data Retrieval
• Resolving Data Import Errors in Power BI
• Exercise: Preparing Data in Power BI Desktop for Government Use
• Check Your Knowledge
• Summary of Module 1

Module 2: Clean, Transform, and Load Data in Power BI for Government

This module will teach you how to simplify complex data models, change data types, rename objects, and pivot data. You will also learn how to profile columns to identify valuable data for deeper analytics.

Learning Objectives

By the end of this module, you will be able to:

• Address inconsistencies, unexpected values, and data quality issues in government datasets
• Apply user-friendly value replacements in government data
• Profile data columns to gain insights for deeper analysis in government operations
• Evaluate and transform column data types for government use
• Apply data shape transformations to table structures for government reports
• Combine multiple tables into a single table for government datasets
• Use user-friendly naming conventions for columns and queries in government data models
• Edit M code using the Advanced Editor for government data

Lessons

• Introduction to Data Cleaning and Transformation
• Shaping Initial Data for Government Use
• Simplifying Data Structures in Power BI for Government
• Evaluating and Changing Column Data Types for Government
• Combining Multiple Tables into a Single Table for Government
• Profiling Data in Power BI for Government Operations
• Using the Advanced Editor to Modify M Code for Government
• Exercise: Loading Data in Power BI Desktop for Government Use
• Check Your Knowledge
• Summary of Module 2

Module 3: Design a Data Model in Power BI for Government

This module will guide you through the process of creating a complex data model in Power BI, particularly useful when dealing with multiple transactional systems. You will learn about star schemas and how they can simplify data models. Additionally, you will explore the importance of choosing the correct data granularity for performance and usability of your Power BI reports.

Learning Objectives

In this module, you will:

• Create common date tables for government use
• Configure many-to-many relationships in government datasets
• Resolve circular relationships in government data models
• Design star schemas for government data

Lessons

• Introduction to Data Modeling in Power BI for Government
• Working with Tables in Power BI for Government
• Creating a Date Table for Government Use
• Working with Dimensions in Government Data Models
• Defining Data Granularity for Government Reports
• Working with Relationships and Cardinality in Government Data
• Resolving Modeling Challenges in Government Data Models
• Exercise: Modeling Data in Power BI Desktop for Government Use
• Check Your Knowledge
• Summary of Module 3

Module 4: Design Power BI Reports for Government

This module will help you select the most appropriate visual type to meet your design and report layout requirements in government reports. With over 30 core visuals available in Power BI, it can be challenging to choose the right one.

Learning Objectives

In this module, you will:

• Understand the structure of a Power BI report for government use
• Learn about report objects in Power BI for government reports
• Select the appropriate visual type for your government reports

Lessons

• Introduction to Report Design in Power BI for Government
• Designing the Analytical Report Layout for Government Use
• Creating Visually Appealing Reports for Government
• Understanding Report Objects in Power BI for Government
• Selecting Report Visuals for Government Use
• Selecting Report Visuals to Suit the Report Layout for Government
• Formatting and Configuring Visualizations for Government
• Working with Key Performance Indicators (KPIs) in Government Reports
• Exercise: Designing a Report in Power BI Desktop for Government Use
• Check Your Knowledge
• Summary of Module 4

Module 5: Configure Power BI Report Filters for Government

This module will cover various filtering techniques available for designing Microsoft Power BI reports, allowing you to create reports that meet specific requirements and expectations in government operations. You will learn how to apply filters at design time and during report consumption.

Learning Objectives

In this module, you will:

• Design reports for filtering in government use
• Create reports with slicers for government data
• Use advanced filtering techniques in government reports
• Apply consumption-time filtering for government report users
• Select appropriate report filtering techniques for government needs

Lessons

• Introduction to Designing Reports for Filtering in Government
• Applying Filters to the Report Structure for Government Use
• Using Slicers to Apply Filters in Government Reports
• Designing Reports with Advanced Filtering Techniques for Government
• Consumption-Time Filtering for Government Report Users
• Selecting Appropriate Report Filtering Techniques for Government
• Case Study: Configuring Report Filters Based on Feedback from Government Stakeholders
• Check Your Knowledge
• Summary of Module 5

Module 6: Create Dashboards in Power BI for Government

This module will introduce you to Microsoft Power BI dashboards, which allow report consumers to create personalized data views. Unlike reports that use a single dataset, dashboards can contain visuals from multiple datasets, providing a comprehensive view of government operations.

Learning Objectives

In this module, you will:

• Set up mobile views for Power BI dashboards in government use
• Add themes to the visuals on your government dashboards
• Configure data classification for government security
• Add real-time dataset visuals to your government dashboards
• Pin live report pages to a dashboard for government operations

Lessons

• Introduction to Dashboards in Power BI for Government
• Configuring Data Alerts for Government Reports
• Exploring Data by Asking Questions in Power BI for Government
• Reviewing Quick Insights in Power BI for Government
• Adding a Dashboard Theme for Government Use
• Pinning a Live Report Page to a Dashboard for Government
• Configuring Real-Time Dashboards for Government Operations
• Configuring Data Classification for Government Security
• Setting Up Mobile Views for Power BI Dashboards in Government
• Exercise: Creating a Power BI Dashboard for Government Use
• Check Your Knowledge
• Summary of Module 6