Advanced Power BI Training

Prerequisites

You must have completed the “Microsoft Power BI – Level 1” [FHPOBI] training course or have independent experience using Power BI Desktop (importing data, creating visualizations, and creating simple DAX measures).

Objectives

◗ Design advanced, reusable data transformations using the M language.

◗ Use TMDL to document and version the semantic model.

◗ Create advanced visuals (maps, custom visuals) tailored to financial reporting by applying UX/UI principles.

◗ Implement custom functions and dynamic settings to automate processing and analysis.

◗ Deploy Power BI Service reports while incorporating security and governance requirements.

Training program

◗ UX/UI: Designing Professional and User-Friendly Reports

– Design principles applied to financial reporting: clarity, visual hierarchy, consistent color palette
– Advanced layout: custom background, layers, alignment, margins
– Preparing the user journey: buttons, bookmarks, custom tooltips, drill-through
✔ EXPERIMENT | Workshop: Redesign an existing report by applying a visual style guide and contextual elements
✔ EVALUATE | Quiz: What are the strengths and weaknesses of the sample reports provided?

◗ Advanced M Language in Power Query: Mastering ETL

– Key concepts and best practices related to ETL
– Structure of the M language: let… in, types, native functions
– Advanced transformation: complex conditional columns, lists, records, nested tables, dynamic parameters, etc.
✔ APPLY | Hands-on exercise: Create a configurable, reusable query to automatically generate a Calendar table
✔ EXPERIMENT | Workshop: Systematize data quality checks using Power Query
✔ EVALUATE | Quiz: When should you choose a DAX measure over a new column in the Power Query editor?

◗ Advanced DAX: Become an Agile Calculation Specialist

– Using advanced DAX functions and custom functions
– What is TMDL (Tabular Model Definition Language): structure, files, syntax, calculation group
– Using external tools: Bravo, DAX Studio, Tabular Editor
✔ UNDERSTAND | Example: Structuring a dynamic ranking with a complex measure based on a multi-level SWITCH
✔ APPLY | Practical exercise: Building a budget analysis report

◗ Advanced Visualizations: Improving Data Visualization

– The Golden Rules of Data Storytelling
– Mastering Storytelling: Pareto, tooltips, conditional formatting
– Taking Visual Design Further: GeoJSON, Deneb, etc.
✔ APPLY | Hands-on exercise: Build a performance map by region and dynamic conditional formatting based on metrics
✔ EVALUATE | Quiz: What are the strengths and weaknesses of the sample reports provided?

◗ Updates, Governance, and Deployment on PBI Service

– Data Gateway: Role and Configuration
– Scheduling Automatic Data Set Refreshes
– Workspaces, Roles, Power BI Apps, and RLS Security
– Governance Best Practices: Naming, Documentation, Version Control
✔ APPLY | Hands-On Exercise: Deploy a report to Power BI Service, configure row-level security (RLS)
✔ EXPERIMENT | Workshop: Comparison of the different roles available in Power BI Service and corresponding best practices
✔ EVALUATE | Quiz: What is the difference between a workspace and a Power BI app?

* Save 15% when you sign up for both the "Microsoft Power BI" Level 1 and Level 2 courses.

Why choose this course?

Mastering Power BI Desktop is just the first step. Taking it further with automation, governance, and design is what sets an average user apart from a Power BI expert capable of streamlining their organization’s financial reporting.

This two-day training course covers the advanced topics that a Business Partner must master in order to deliver robust, maintainable, and visually appealing solutions.

Teaching and assessment methods

Before the training: Submit your expectations via your online portal 15 days before the training begins and complete a self-assessment of your skills.

Teaching Methods: A variety of teaching methods to cater to different learning styles, encourage active participation, and reinforce learning through experimentation and practice.

Educational materials: presentation materials, reference materials (summary sheets, tables, etc.), and other resources available in your account.

During the training: theoretical concepts are alternated with examples drawn from real-life cases. Participants are given the opportunity to engage in role-playing exercises. Numerous practical exercises allow participants to demonstrate their mastery of the skills as the training progresses.

Training monitoring and evaluation: attendance sheet and certificate of completion. Immediate and post-training evaluations conducted using the LearnEval platform.

Price

1,860 EXCL.

Generalist trainings

Advanced Power BI Training