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Course Overview
Self Service BI Academy
Course Content
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Introduction
Welcome to the Course!
6 Lessons
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Getting Started
Recommended Schedule
Course Introduction
Who’s Ken
Monkey Tools License
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
6 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
Performance
6 Lessons
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Model Performance and Stability
How the Vertipaq Engine Works
6 Tips for Data Model Optimization
Dealing with Big Data – A Case Study
What is Query Folding?
How to Tell if Query Folding is Active
Help Resources
6 Lessons
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Free Help Forums
Free Blogs and Articles
Master Your Data
Power Query Recipes
Power Query Academy
Free Newsletters
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
