Learning Notes on Power BI
1. Data discovery with Power BI desktop
Power BI get started documentation - Power BI | Microsoft Learn
2. Transforming data
Transform, shape, and model data in Power BI - documentation - Power BI | Microsoft Learn
2.1 Basic transform
2.2 Add column from example
2.3 Appending queries
2.4 Merging queries
2.5 Combine files
2.6 Reading and understanding M (Click and jump to M Query Learning)
M is much more powerful than the graphical interface of Power Query.
2.7 Writing basic M
2.8 Variables, parameters and templates
2.9 Writing parameters in M
2.10. Other query features
3. Creating the data model
Use Modeling view in Power BI Desktop - Power BI | Microsoft Learn
3.1 Modeling basic
3.2 Model enhancement (click and jump to content of Model enhancement)
3.3 What if parameter[YCS1]
Use what-if parameters to visualize variables - Power BI | Microsoft Learn
4. Creating calculated columns and tables
4.1 DAX Basic
Data Analysis Expressions
(DAX) Reference - DAX | Microsoft Learn
4.2 Navigation function
Use
quick measures for common and powerful calculations - Power BI | Microsoft
Learn
4.3 Calculated tables
Using
calculated tables in Power BI Desktop - Power BI | Microsoft Learn
Some common DAX table functions might use:
DISTINCT VALUES CROSSJOIN UNION NATURALINNERJOIN NATURALLEFTOUTERJOIN INTERSECT CALENDAR CALENDARAUTO
5. Creating calculated measures
5.1 Measure basics
Tutorial:
Create your own measures in Power BI Desktop - Power BI | Microsoft Learn
5.2 Time intelligence functions
Time
intelligence functions (DAX) - DAX | Microsoft Learn
6. Creating basic reports
Create reports and dashboards in Power BI - documentation - Power BI | Microsoft Learn
Visualization types in Power BI - Power BI | Microsoft Learn
7. Creating interactive reports
Part 1, Add visualizations to a Power BI report - Power BI | Microsoft Learn
7.1 Adding slicers for filters
7.2 visualizing tabular data
7.3 visualizing data trends
7.4 visualizing categorical and trend data together
7.5 visualizing geographical data with maps
7.6 visualizing goal tracking[YCS2]
Key Performance Indicator (KPI) visuals - Power BI | Microsoft Learn
7.7 using custom visuals[YCS3]
Main sources for acquiring Power BI custom visuals - Power BI | Microsoft Learn
7.8 digital storytelling[YCS4] (click and jump to digital storytelling learning)
Create a data-driven story with Power BI reports - Training | Microsoft Learn
Use advanced interactions and drill through
To enable the visual interaction controls, select a visualization, go to the Format tab in the ribbon, and then select Edit interactions.
7.9 other features
8. Using the Power BI Service[YCS5]
Focus on publishing & sharing
Tutorial: Get started creating in the Power BI service - Power BI | Microsoft Learn
8.1 Deploying to the power bi service
8.2 setting up workspaces
8.3 creating dashboards
8.4 Using Q&A
8.5 Publishing an APP
8.6 Subscriptions and Alerts
8.7 Excel Integration
8.8 Export and Embed Options
9. Refreshing the Data
Data refresh in Power BI - Power BI | Microsoft Learn
9.1 Scheduling a Data Refresh
10. Mobile BI
10.1 Power BI Mobile Overview
10.2 Designing Reports and Dashboards for Mobile
10.3 Interacting with Power BI ,Mobile APP
-----------------------------Advanced Power BI------------------------------
1. R Integration
1.1 Installation and Configuration
1.2 R Scripting Basics
1.3 R for Data Cleansing
1.4 Check if File Exists
2. M Query
Power Query M formula language reference - PowerQuery M | Microsoft Learn
2.1 The M Syntax
2.2 #shared
2.3 M Query Basics
2.4 Variables and Parameters
2.5 Expanding Lists
2.6 M Query Functions
3. Advanced Data Modeling[YCS6]
Model relationships in Power BI Desktop - Power BI | Microsoft Learn
3.1 Filtering
3.2 Cross-Filtering and Time Intelligence
3.3 Many to Many with DAX
3.4 Creating a Bridge Table
3.5 Role Playing Tables with DAX
3.6 Role Playing Tables without DAX
3.7 Mismatched Granularies
3.8 Weighted Allocation
4. Query Folding
4.1 Basics
4.2 Beyond the Basics
5. xVelocity
5.1 Overview
5.2 Vertipaq Analyzer
5.3 Column Cardinality
5.4 Calculated Columns
6. Advanced Visualizations[YCS7] [YCS8]
Power BI features
Create a data-driven story with Power BI reports - Training | Microsoft Learn
6.1 Digital Storytelling
6.2 Bookmarks
6.3 Selection Pane
6.4 Drillthrough
6.5 Visuals with DAX
6.6 Custom Visuals
6.7 Custom Themes
7. Power BI Administration
7.1 Data Refresh Overview
7.2 Scheduling Data Refresh
7.3 Implementing Row Level Security
7.4 Implementing Dynamic Security
8. Power BI Embedded
