Self Service BI Academy

Course Overview

Self Service BI Academy

Course Content

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Introduction

Welcome to the Course! 6 Lessons

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Self Service BI Ecosystem

WEEK 1

PivotTable Review 8 Lessons

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Structuring Data for Self Service BI

Excel Tables

Benefits of Excel Tables

Introduction to PivotTables

Creating PivotTables

Formatting PivotTables

PivotTable Design Options

Filtering PivotTables

The Trouble with Data 5 Lessons

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Building Modern BI Solutions

The Trouble with Data

Classic Excel Cleanup

Power Query Adds ETL Capability

Dealing with Data in Modern Excel

Power Query Basics 4 Lessons

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Accessing Power Query

How Systems Import Dates

Importing a CSV File

Update Options

WEEK 2

Appending Data 8 Lessons

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Basic Append Operations

Importing a Folder of Files – Overview

Importing a Folder of Files – Step 0

Importing a Folder of Files – Step 1

Importing a Folder of Files – Step 2

Importing a Folder of Files – Step 3

Importing a Folder of Files – Step 4

Update Options Revisited

Merging Data 4 Lessons

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Merging Tables with Power Query

7 Ways to Join Your Data

Cartesian Products

Merging with an Approximate Match

WEEK 3

Reshaping Tabular Data 7 Lessons

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Unpivot With Ease

Unpivot Subcategorized Tables

Pivoting Stacked Data

Pivoting Multi Column Vertical Pairs

Pivoting Multi Column Horizontal Pairs

Data Grouping Recipe

Calculating Percentage of Total via Grouping

Conditional Logic 3 Lessons

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Creating Conditional Logic

Conditional Logic – Advanced

Columns From Example

Introduction to Power Pivot 5 Lessons

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Where PivotTables Fail

Enter the Data Model

Relating the Tables

Aggregating Data with DAX

Filtering, Ordering and Sorting

WEEK 5

Architecting Business Intelligence Solutions 8 Lessons

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Steps to Successful Business Intelligence

Identifying the Business Process

Wireframing Report Requirements

Determining the Model Grain

Exercise: Designing Tables From Wireframes

Solution: Designing Tables From Wireframes

Determining Unique Columns Required for the Model

Collecting and Normalizing Model Data

Dimensional Modeling Terminology 5 Lessons

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Facts and Dimensions

Preparing For Dimensional Modeling

Designing Dimension Tables

Designing Fact Tables

Measuring Facts

Relationships 4 Lessons

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Relationship Types

Relationship Schemas

Effect of Relationship Issues

Preventing Filtering Issues

WEEK 6

Dimensional Modeling Recipes 11 Lessons

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Composite Key Joins

Bridge Tables

Flattening Snowflaked Dimensions

Creating Calendars

Creating Calendar Boundaries

Creating Calendars from StartDate to EndDate

Fiscal Periods for 12-Month Dec 31 Year Ends

Adjustments for 12-Month Non-Standard Year Ends

Fiscal Periods for 12-Month Non-Standard Year Ends

Adjustments for 364-Day Calendars

Fiscal Periods for 364-Day Calendars

WEEK 7

Slowly Changing Dimensions 6 Lessons

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Slowly Changing Dimensions

Filling Blanks with Dates

Option 1: Surrogate Keys Without Meaning

Option 2: Surrogate Keys With Meaning

Creating the Bridge Query

Replacing the Fact Table’s Foreign Key

Case Study – The Loaded Pencil 5 Lessons

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Loaded Pencil Data Staging

Loaded Pencil Dimensional Model

Loaded Pencil Calendar Table

Loaded Pencil Relationships

Loaded Pencil Basic Measures

WEEK 9

DAX and Filter Context 8 Lessons

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Filter Context and Measure Calculation

Debugging Filter Context

Aggregating Dimensions

Why Relationships May Be Needed

CALCULATE

Removing a Filter

Calculating Percent of Total via DAX

Conditional DAX

Intermediate DAX Concepts 7 Lessons

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Challenge: Generate Cost by Line

Cost by Line Using Calculated Columns

Cost by Line Using Iterator Functions

Challenge: Flipping Signs in a Column

Reporting Filter Context in a Pivot

Dealing With Multiple Values

Flipping Signs in a PivotTable Column

WEEK 10

Calendar Intelligence 7 Lessons

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The Importance of a Calendar Dimension

DAX Functions – Extracting Date Components

DAX Functions – “x” to Date Measures

DAX Functions – Previous/Next Period Measures

DAX Functions – Shifting Dates with DATEADD()

The Golden Date Pattern

Creating Calendar Safe Patterns

Introduction to Power BI 7 Lessons

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From Excel to Power BI – Background

Overview of the Power BI Ecosystem

Power BI and Your Organization

Microsoft 365 Background

Acquiring Power BI Desktop

Request Your Power BI Account

Setting Power BI Defaults for Success

WEEK 11

Power BI Desktop 7 Lessons

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Starting From Scratch

Importing Excel Models into Power BI Desktop

Visuals – Report Headers

Visuals – Creation and Formatting

Visuals – Cross Filtering

Visuals – Drill Down

Visuals – Custom

The Power BI Service 8 Lessons

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Publishing to Power BI

Creating Dashboards

Insights and Q&A

Creating Mobile Views

Creating Alerts

Refreshing Power BI Datasets

Benefits and Drawbacks of My Workspace

Where Do the Costs Come In?

WEEK 13

Sharing in Power BI (The Right Way) 6 Lessons

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Creating Workspaces

Publishing to a Named Workspace

Creating a Power BI App

Accessing a Power BI App

Updating a Power BI App

Managing User Access

Multi-User Environments 6 Lessons

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Benefits of Core and Thin Architecture

Creating a Development Stage

Deploying Updates

What is Row Level Security?

Creating RLS Roles

Assigning RLS Roles

WEEK 14

Power BI & Office – Better Together 7 Lessons

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Power BI and Office – Better Together

Sharing Excel Workbooks via Power BI

Excel Models as Core Files

Analyze in Excel

Export to PowerPoint

Which Tool to Use and When

*NEW* Importing Power BI to Excel

Performance 7 Lessons

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Model Performance and Stability

How the Vertipaq Engine Works

6 Tips for Data Model Optimization

*NEW* Model Auditing with Monkey Tools

Dealing with Big Data – A Case Study

What is Query Folding?

How to Tell if Query Folding is Active

WEEK 15

*NEW* From Folder Performance 8 Lessons

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*NEW* Ideal From Folder Setup

*NEW* Why is my From Folder Solution Slow?

*NEW* Choosing the Correct Connector

*NEW* Offloading Transforms via Snapshots

*NEW* Tuning From Folder Solutions for SharePoint

*NEW* Comparison of From Folder Method Performance

*NEW* Creating Efficient From Folder Solutions

*NEW* Do You Really Need From Folder?

Help Resources 6 Lessons

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Free Help Forums

Free Blogs and Articles

Rate the Course 1 Lesson

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Course Feedback

Ask Ken Sessions

Ask Ken Sessions 3 Lessons

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Ask Ken Anything

AKA Content Index

AKA Session Recordings