Power BI Dashboards

Power BI is a suite of business analytics tools to analyze data and share insights. Power BI dashboards provide a 360-degree view for business users with their most important metrics in one place, updated in real time, and available on all of their devices.

Power BI Dashboards

Power BI Product Tour

How we can collaborate on Power BI

There are multiple ways we can collaborate:

  • Trainings & On-boarding programs (technical or methodological)
  • Expertise
    • Dashboard Design
    • Architecture
    • Dashboard development
    • Technical Reviews
    • Dashboard polishing
    • Dashboard health check
    • Maintenance & Support
  • Outsourcing

Power BI components

Power BI is a set of services, apps and connectors that work together to turn your data sources into coherent, visually immersive, and interactive insights. Power BI lets you easily connect to your data sources, visualize and discover what’s important, and share that with anyone or everyone you want.

Power BI Desktop

Create reports, then publish those reports to the Power BI service, where you view them

Power BI service (cloud) / Power BI Report Server (on-premise)

Distribute your dashboard and reports to your BI community

Power BI phone app

View dashboards from your cell phone

Power BI APIs

Embed dashboards and reports into your own custom applications

Power BI landscape

Power BI consists of:

  • A Windows desktop application called Power BI Desktop.
  • An online SaaS (Software as a Service) service called the Power BI service.
  • Power BI mobile apps for Windows, iOS, and Android devices.

These three elements—Power BI Desktop, the service, and the mobile apps—are designed to let you create, share, and consume business insights in the way that serves you and your role most effectively.

A fourth element, Power BI Report Server, allows you to publish Power BI reports to an on-premises report server, after creating them in Power BI Desktop.

 

 

On-premises reporting with Power BI Report Server

What if you’re not ready to move to the cloud, and need to keep your reports behind a corporate firewall? Read on.

You can create, deploy, and manage Power BI mobile and paginated reports on premises with the range of ready-to-use tools and services that Power BI Report Server provides.

 

Power BI Report Server is a solution that you deploy behind your firewall and then deliver your reports to the right users in different ways, whether that’s viewing them in a web browser, on a mobile device, or as an email. And because Power BI Report Server is compatible with Power BI in the cloud, you can move to the cloud when you’re ready.

 

Our Catalog of Power BI trainings

We deliver a large range of trainings on Power BI on-boarding and adoption.

#PBI1 - PowerBI Basics

  • Duration: 1 day
  • Who: anyone who wants to start its Power BI journey with the best foundations
  • Content:
    • The Power BI Suite: which solution for which purpose
    • Building a dashboard from A to Z
    • The Power BI user interface & useful resources
    • The Power BI complete workflow
    • “Data View”: Connect, shape and transform raw data  [Power Query Editor]
      • Connectors: File, Database, Power Platform, Azure, Online Services, Other
      • Components: Tool bar (Home, Transform, Add column), Formula bar (M code), Query list, Data preview, Properties pane, Applied Steps pane
      • Basic table transformations: Manage columns, Manage rows, Sort values, Change data types, promote header row, Duplicate/move/rename columns
      • Import file, Transform Data [Power Query Editor: rename table, check columns definition, Apply & Close, Save File]
      • “Transform” (existing column) & “Add Column” tab: Any column, Text column, Number column, Date & Time column, Structured column; Difference between “Transform” vs “Add Column” menu
      • Imports other files; Transform data as needed
      • Index Columns & Conditional Columns
      • Data categories
    • “Model View”: Create the Data Model: build table relationships to tie sources together
      • Data Modelling concepts: Fact, Dimensions, Primary Keys, Foreign Keys, Relationships, Data Model, Star & Snowflake schemas
      • Relationships vs Merged tables
      • Creating, managing and editing relationships
    • Introduction to DAX – Data Analysis Expressions
      • Meet Data Analysis Expressions
      • Calculated columns vs DAX measures
    • “Report View”: Design dashboards to analyze data and visualize insights  [Power BI Report]
      • Exploring the “Report View”
      • Investing basic charts & DataViz
      • Formatting Options
      • Filtering Options
      • Matrix Visuals
      • Date slicers
      • KPI visuals
      • Text Cards
      • Trends line and area charts
      • Maps

#PBI2 - Power BI Advanced

  • Duration: 1 day
  • Who: anyone who wants to reach the next level in Power BI
  • Content:
    • Advanced “Data View” → Connect, shape and transform raw data [Power Query Editor]
      • Grouping & Aggregating data
      • Pivoting, Unpivoting, Transposing data
      • Merging Queries, Join kind
      • Appending Queries, Appending file from a folder
      • Data Source settings
      • Query Refresh Options
      • Hierarchies
    • Advanced “Model View” → Create the Data Model: build table relationships to tie sources together
      • Active vs Inactive relationships
      • Relationships Cardinality
      • Connecting multiple fact tables
      • Cross filter directions: single/mono directional, both/bi directional
      • Other technique to handle multiple fact tables: appending facts
      • Hide fields in the Report View
      • Tables & fields properties: Name, synonym, description, folder, hidden, formatting, advanced properties…
      • Storage modes: Import, DirectQuery, Dual
      • Data Model layouts
    • Advanced “Report View” → Design dashboards to analyze data and visualize insights [Power BI Report]
      • Gauge charts
      • Treemaps
      • Report interactions
      • Drill-trough reports
      • Reports Bookmarks
      • What-if parameters
      • Publishing to Report Server & Power BI Services
    • Analyzing data with DAX calculations
      • Meet Data Analysis Expressions
      • Calculated columns vs DAX (quick) measures
      • Implicit (‘manual’ aggregation) vs Explicit (‘hardcoded’ aggregation) DAX measures
      • Filter context
      • DAX Measure calculations
      • DAX Syntax & Operators
      • DAX functions: Date & Time, Conditions, Logical, Text, Maths & Stats, xCOUNTx
      • Joining data with RELATED
      • Calculate, Calculate & All, Calculate & Filter
      • Iterator Functions (SUMX, RANKX)
      • Time intelligence formulas
    • Artificial Intelligence Visuals
      • Introduction to AI visuals
      • Use cases
      • Correlation vs Causation

#PBI3 - DAX - Data Analysis Expressions

  • Duration: 1 day
  • Who: anyone who wants to reach the next step in advanced power BI calculations
  • Content:
    • DAX Introduction
      • What is DAX
      • What is it used for
      • Syntax
      • Examples
    • DAX in depth
      • Meet Data Analysis Expressions
      • Calculated columns vs DAX (quick) measures
      • Implicit (‘manual’ aggregation) vs Explicit (‘hardcoded’ aggregation) DAX measures
      • Filter context
      • DAX Measure calculations
      • DAX Syntax & Operators
      • DAX functions: Date & Time, Conditions, Logical, Text, Maths & Stats, xCOUNTx
      • Joining data with RELATED
      • Calculate, Calculate & All, Calculate & Filter
      • Iterator Functions (SUMX, RANKX)
      • Time intelligence formulas
    • Uses Cases
      • Basket Analysis
      • Time Patterns
      • Cumulative Total / Cumulative Balance
      • Parent-Child Hierarchies
      • Budget Patterns
      • ABC Classification
      • Dynamic vs Static Segmentation
      • Customer Retention: New and Returning Customers
      • Parameter Table

#PBI4 - M code

  • Duration: 1 day
  • Who: anyone who wants to reach the next step in advanced M coding
  • Content:
    • M Code Introduction
      • What is M code
      • What is it used for
      • Syntax highlights & Process
      • The M code advanced editor
      • Standard Function Library
      • Examples
    • M Code Syntax
      • Values: single literal, single intrinsic values
      • Structured values: Lists, Records, Tables
      • Expressions
      • Operators: arithmetic, comparison, concatenation and merger, logical
      • Commenting code
      • Let Statements
      • Variable Names
      • Each Statements
      • If Then Else statements
      • Try otherwise statements
      • Library of functions
      • Functions with optional parameters
      • Recursive functions
      • Query functions
    • Use cases
      • (real-life examples and exercises)

#UX1 - Designing a dashboard

  • Duration: 0.5 to 1 day
  • Who: anyone who wants to design impactful dashboards
  • Content:
    • Which Objectives to ensure dashboard impacts
    • Which User Experience to secure users’ adoption
    • Which Key Performance Indicators to carefully measure your activity
    • Which Dimensions to drill to detail
    • Which Data Visualizations to maximize understanding of data
    • Business Case

#UX2 - Defining KPIs & Dimensions

  • Duration: 0.5 to 1 day
  • Who: anyone who wants to go a step further defining meaningful KPIs
  • Content:
    • Characteristics of a good KPI
    • Which KPIs to create on a given Data Source?
    • Defining / Specifying a KPI
    • Which Dimensions to drill to detail
    • Business Case

#UX3 - Polishing a dashboard

  • Duration: 0.5 day
  • Who: anyone who wants to design impactful dashboards
  • Content:
    • Principles of a nice dashboard
    • Dashboard Layouts
    • Dashboard page Layouts
    • UX Widgets
    • Interactions between sheets
    • Navigation between dashboards
    • KPIs
    • Data Visualizations
    • Example of dashboard polishing: Service Desk Cockpit or PMO
    • Business Case

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