Power BI allows business users to analyze data and share insights across all levels of an organization. It gives an end-to-end view of important metrics and key performance indicators through intuitive and interactive dashboards all in one place.
In this Course, you will learn about several Power BI tools that would help you enhance reports to expose insights and present them in a way that appeals to a wide range of end-users.
- Understand how to apply conditional formatting, slicers, and filters
- Perform top N analysis
- Explore statistical summary
- Use the Q&A visual
- Add a Quick Insights result to a report
- Understand when and where to create reference lines by using the Analytics pane
- Learn when and where to use the Play Axis feature of a visualization
- Understand how to personalize visuals
- Beginners to data analytics
- Business analysts
- Business intelligence developers
- Business intelligence managers
- Anyone who wants to learn about Power BI
- Microsoft Power BI Desktop for PC/Windows users (free download)
- Familiarity with preparing data using Power BI
- Familiarity with modeling data using Power BI
- A basic understanding of Power Query, Power Pivot, and DAX is a plus but not required
Hello, and welcome to this course on Enhancing Reports to Expose Insights in Power BI. Reports are integral part of any data strategy. They are used to convey facts in an easy-to-understand way, but sometimes, the reports intention may not necessarily match the end-user's expectations. This might be due to the dataset's uniqueness, or simply a lack of appropriate features to enhance the presentation of such dataset.
In this course, From Data to insights with Power BI, we will learn about several Power BI tools that would help us present reports in a way that appeals to a wide range of end-users.
My name is Moatasim Al Khatib. I'm a certified Microsoft data analyst and power platform developer. And I've been working with IT consulting industry for seven years, driving data culture strategies and enterprises to improve their decision making. Feel free to connect with me at the link on the screen or if you have any questions about this course, or any other cloud academy courses, direct these inquiries to firstname.lastname@example.org.
The prerequisites for this module are Microsoft Power BI desktop for PC and Windows users, familiarity with preparing data model using Power BI, familiarity with modeling data using Power BI, a basic understanding of Power Query, Power Pivot, and DAX is a plus, but not required. When you have completed this course, please do take a moment to rate it, as this valuable feedback help us deliver high quality training to you. Let's start by defining what is an insight. An insight is essentially a meaningful business value. The outcome of designing and building scalable data models followed by cleaning and transforming data, and then enabling analytic capabilities to provide the insights through easy-to-comprehend data visualizations based on a set of identified business requirements.
In this course, we will begin with defining the various tools of enhancing reports starting with conditional formatting and exploring its impact on colors and field values when conveying a certain message about our data. We will learn when to apply filters and slicers, and how to sync them to speak to other pages within our report. We will also learn how to apply the 'Top N' filter to minimize the number of fields to only top value entries instead, explore statistical summary of multiple rows, and compare the individual rows to the summarizations and apply terms and phrases to teach the Q&A for our end-users to ask questions about their reports. We will create quick insights to provide a deeper insight in our dataset and explore the analytics tools of visualizations such as Reference Lines and Analytics Pane on my charts, and have to add trendlines, constant lines, and multiple series. Play Axis feature is also covered on scatter charts, which will help us step through the data using the date dimension, and witness how each time period is creating a different view of the data. Then we will round this off by publishing our report to Power BI services, and utilize the personalized visual tools to allow our end-users to personalize their visuals in the report according to their own preferred design.
So, in a relatively short amount of time, we're going to cover a lot of topics that are very important if you're going to start learning Power BI, or if you're looking to learn more on how to enhance reports, explore meaningful insights, and adopt a data-driven culture within your business, or if you're seeking a career move and want to learn the foundation of data analytics. So, if you're excited, let's go ahead and jump into the first lesson.
Moatasim has been a data and insight consultant since 2014, driving data culture strategies in enterprises, non-profit organizations and tech startups to improve their decision making. He has teamed up with Fortune 1000 companies, MBB and Big Four consultants on complex engagements in government and private sectors. He has been a data analyst, business analyst, BI manager, and instructor. To date, Moatasim has created learning content relating to business intelligence, data analysis and machine learning, mostly within Power BI, Azure, SQL and Python. His hobbies included heavy metal drumming and meditation.