Advanced Data Transformation Techniques for Excel and Power BI

LEARN HOW TO CLEAN, OPTIMIZE AND MODEL DATA TABLES TO DEVELOP EFFECTIVE, INSIGHTFUL AND ACTIONABLE POWER BI REPORTS

ABOUT THIS COURSE

This course covers in detail the query editor and how to develop effective Power BI data models. When starting out with Power BI you can sometimes overlook how important these two areas inside of Power BI are to developing an effective reporting solution. This course makes sure that you can see the immense value of doing work in these areas right can be. Covered are intermediate to advanced techniques that will enable you to optimize your raw data tables and then connect them into a functioning analytical model that you can ultimately overlay DAX formula to and get the correct results, that will answer your analytical questions.

WHAT WILL YOU LEARN?

• Learn – best practice techniques when using the query editor
• Learn – how to work with ‘M’ code and the advanced editor
• Understand – the row and column query transformation options
• Implement – advanced data cleaning and transformation techniques
• Work – through end to end examples of querying multiple tables
• Learn – how to think about and manage the data model
• Learn – effective techniques applicable to any data scenario
• Apply – advanced data modeling techniques to your own models
• Understand – advanced modeling scenarios and situations
• Learn – how to effectively organize your models

• ---

  WHO IS THIS COURSE FOR?

  ---

• Anyone looking for a hands-on, project-based introduction to Microsoft Power BI Desktop
• Data analysts and Excel users hoping to develop advanced data modeling, dashboard design, and business intelligence skills
• Aspiring data professionals looking to master the #1 business intelligence tool on the market
• Students looking for an engaging, hands-on, and highly interactive approach to training

NOTE: Power BI is currently only available for PC/Windows (not available for Mac)

COURSE CURRICULUM

Introduction

• Course resources – demo data, demo models, date table code
• My best practice tips for the query editor & data model
• Why you always need to use the query editor
• What’s possible with the query editor
• How to bring in data to the query editor
• Tips and techniques to work through in the query editor
• Understanding M code
• How to fix things if they fall over in here
• How to organize the query editor well
  

  ---

Data transformation examples

• Column transformations
• Row transformations
• Filtering tables for unrequired data
• Creating and modifying a date table

Advanced transformation and querying techniques

• Staging queries
• Referencing & duplicating queries
• Appending queries
• Merging or joining your queries
• Unpivoting your tables
• Columns from examples
• Custom & conditional columns
• Creating & using parameters
• Custom functions
• Bringing advanced transformations together
  

  ---

Designing advanced data models

• What are we trying to achieve with the data model?
• Best practice tips for setting up the data model
• Setting up complex models
• What to do if you don’t have a dimension table
• Measure tables / groups
• Intermediary tables
• Supporting tables
• Scenario tables
• Adding dimensions to lookup tables
• Multi layered models
  

  ---

Advanced modeling concepts

• • Active vs inactive relationships
  • Optimizing your models
  • How you can improve your models
  • How to reduce the file size of your models