Course overview
Leveraging and developing your Data Analysis competencies, nowadays, are crucial to this day enabling businesses to maximize the value of their data assets. As a subject matter expert, Certified Data Intelligence Professionals are responsible for designing and building scalable data models, cleaning and transforming data, and enabling advanced analytic capabilities that provide meaningful business value through easy-to-comprehend data visualizations. CDIPs also collaborate with key stakeholders across verticals to deliver relevant insights based on identified business requirements. This certification was designed to allow professionals to master the main pillars of Data Analysis covering Pivot Tables, Power Pivots, Data Models, Advanced Expressions, Power Query, Visualizations, and Power BI.
Target audience
The audience for this course are data professionals and business intelligence professionals who want to learn how to accurately perform data analysis using Power BI. This course is also targeted toward those individuals who develop reports that visualize data from the data platform technologies that exist on both in the cloud and on-premises.
Course objectives
- Master PivotTables and prepare enhanced reporting models. This objective includes three important building blocks of PivotTables; Design, Analyze, Report
- Acquire new knowledge is working with PowerPivot including Data Models, Measures, Relationships, Multiple Sources, DAX
- Learn how to use Power Query as one of the most important tools for transforming data from different sources and design different measures
- Practice the use of Power BI to plan, design, and produce industry-standard Reports and Dashboards
Target competencies
Course methodology
This is a hands-on course with about 20% on design and structure and 80% uses Excel and Power BI as a commanding tool to consume and transform data, Model and visualize data, Configure dashboards, reports, and apps in the Power BI Service. Individuals will be required to complete exercises, case studies, and projects on a daily basis.
Course outline
PIVOT TABLES: TOOLS & TECHNIQUES
THE 19 RULES
DESIGN RULES
- Designing Pivot Tables
- Number formatting techniques
- Designing report layout
- Sorting in ascending, descending and more sort options
- Filtering labels and values
- Expanding and collapsing reports
ANALYTICS RULES
- Summarize values by sum, average, minimum, maximum, count
- Show values as % of total and % of
- Pivot table options
- Inserting formulas
- Date analysis
- Copying pivot tables
VISUALIZATION RULES
- Creating pivot charts
- Dynamic chart labeling
- Mastering the slicer
- Showing report filter pages
- Linking pivot tables with PowerPoint
- Conditional formatting with pivot tables
- Extracting data using the 'GetPivotData'
CREATE PERFORMANCE KPIs
- Calculate the actual value
- Calculate the target value
- Calculate actual to target values
CREATE AND MANAGE PIVOTTABLES
- Format PivotTables and Pivot Charts
- Format calculated measures
- Filter data
- Group and summarize data
POWER PIVOT
CONSUME AND TRANSFORM DATA BY USING MICROSOFT EXCEL
IMPORT FROM DATA SOURCES
- Connect to and import from:
- Databases
- Files
- Folders
- Connect to Microsoft SQL
- Access databases
- Excel files
- Html
- Power Query
- Connect to and import from:
CREATE AND OPTIMIZE DATA MODELS
- Manage data relationships
- Optimize models for reporting
- Manually enter data
- Perform Get & Transform
- Create automatic relationships
- Create manual relationships
CREATE CALCULATED COLUMNS, MEASURES, AND TABLES
- Create DAX queries
- Create DAX formulas
- Create Excel formulas
POWER QUERY
GET DATA FROM DIFFERENT DATA SOURCES
- Identify and connect to a data source
- Change data source settings
- Select a shared dataset or create a local dataset
- Select a storage mode
- Choose an appropriate query type
- Identify query performance issues
- Use the common data service (CDS)
- Use parameters
CLEAN, TRANSFORM, AND LOAD THE DATA
- Resolve inconsistencies, unexpected or null values, and data quality issues
- Apply user-friendly value replacements
- Identify and create appropriate keys for joins
- Evaluate and transform column data types
- Apply data shape transformations to table structures
- Combine queries
- Apply user-friendly naming conventions to columns and queries
- Leverage Advanced Editor to modify Power Query M code
- Configure data loading
- Resolve data import errors
POWER BI
CREATE REPORTS
- Add visualization items to reports
- Choose an appropriate visualization type
- Format and configure visualizations
- Import a custom visual
- Configure conditional formatting
- Apply slicing and filtering
- Add an R or Python Visual
- Configure the report page
- Design and configure for accessibility
- Configure automatic page refresh
CREATE DASHBOARDS
- Set mobile view
- Manage tiles on a dashboard
- Configure data alerts
- Use the Q&A feature
- Add a dashboard theme
- Pin a live report page to a dashboard
- Configure data classification
ENRICH REPORTS FOR USABILITY
- Configure bookmarks
- Create custom tooltips
- Edit and configure interactions between visuals
- Configure navigation for a report
- Apply sorting
- Configure Sync Slicers
- Use the selection pane
- Use drill through and cross filter
- Drilldown into data using interactive visuals
- Export report data
- Design reports for mobile devices
ENHANCE REPORTS TO EXPOSE INSIGHTS
- Apply conditional formatting
- Apply slicers and filters
- Perform top N analysis
- Explore statistical summary
- Use the Q&A visual
- Add a Quick Insights result to a report
- Create reference lines by using Analytics pane
- Use the Play Axis feature of a visualization
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