Course description
Power BI
Discover Power BI's ability to aggregate disparate data for easy reporting, visualization, and analysis. Learn about three critical process steps to create the final product – interactive reports and dashboards:
- Data Shaping – retrieving/importing data from multiple sources, shaping and cleaning data for analyses
- Data Modeling – adding measures and custom calculations to expand the analytical opportunities
- Data Visualization – creating the reports, visualizations and dashboard tools for dynamic analysis
Delta’s Power BI course will bring the learner through all three process steps using real-life consumer packaged goods (CPG) data (IRI, Nielsen, NPD, SPINS, Retail Link, internal sources, etc.) and business scenarios that answer CPG-centric Business Management Questions™. By the end of the 18-hour program, the learner will be able to create dynamic and robust reports, templates and dashboards.
Below is a high-level outline of the key tools taught in each section:
- 1. Data Shaping (Excel Power Query and Power BI Query Editor)
- Connect to various types of data sources like Excel, Text/CSV, databases, and multiple files in a folder.
- Clean up “messy” data with options like Trim, Split Columns, Replace Errors, etc.
- Convert horizontal data (time across) to vertical data (or long data).
- Merge columns and queries like Excel CONCATENATE and VLOOKUP.
- Append multiple queries to create a single data source.
- 2. Data Modeling and Measures (Excel Power Pivot and Power BI)
- Learn best practices for setting up a good data model.
- Create relationships in data.
- Introduce common DAX measures and replicate common formulas used in Excel.
- Apply advanced DAX measures such as CALCULATE, ALL and FILTER to create measures such as: This Year %Mix, Last Year % Mix, Mix Point Change and Mix Value Change.
- Create commonly used time-intelligent measures from daily or weekly data: This Year and Last Year (Last 4 Weeks, Last 13, Last 52, and Year-to-Date).
- 3. Data Visualization – Dashboard Design (Power BI)
- Add basic visual objects - Text, Images, Cards and Tables.
- Incorporate basic chart visuals - column, bar and line charts.
- Control various formats of values and settings within each object.
- Create drilldown level reporting.
- Develop multiple report pages for extensive business review.
- Publish and share dashboards.
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Upcoming start dates
Training content
This is a structured curriculum with live instructor interactions. The course was designed with consultation from Mike Carlo, a Power BI Microsoft MVP and owner of PowerBI.tips. No more wasting time trying to find the right YouTube video.
Data Shaping
- Connect to various types of data sources like Excel, Text/CSV, Databases, and multiple files in a folder.
- Clean up "messy" data with options like Trim, Split columns, Replace errors, etc.
- Convert horizontal data (time across) to vertical data (or long data).
- Merge columns and queries like Excel CONCATENATE and VLOOKUP.
- Append multiple queries to create a single data source.
Data Modeling
- Learn best practices for setting up a good data model.
- Create relationships in data.
- Introduce common DAX measures and replicate common formulas used in Excel.
- Apply advanced DAX measures such as CALCULATE, ALL and FILTER to create measures such as: This Year %Mix, Last Year %Mix, Mix Point Change and Mix Value Change.
- Create commonly used time intelligent measures from daily or weekly data: This Year and Last Year (Last 4 Weeks, Last 14, Last 52, and Year-to-Date).
Data Visualization
- Add basic visual objects - Text, Images, Cards and Tables.
- Incorporate basic chart visuals - column, bar and line charts.
- Control various formats of values and settings within each object.
- Create drill-down level reporting.
- Develop multiple report pages for extensive business review.
- Publish and share dashboards.
Course delivery details
This course consists of six 3-hour sessions + one hour of 1:1 personal consulting/coaching time.
The listed events are the start days. There are 6 days of classes, each session lasting 3-hours. Our website will specify all class days.
Costs
$1,800 per person.
If you have a group of 10 or more, please contact the provider about discounted pricing and customization.
Why choose Delta Associates?
25+ years, 500+ clients in 50+ Countries
Over 5,000 certified analysts trained
Retail FMCG/CPG experts focusing on Category Management Analytics
Reviews
Average rating 5
The Power Training led by Sterling Woodard has presented me with new and powerful tools to use in my everyday reporting. Sterling is always very thorough in his presentation and...
Power BI is a powerful tool that can be so helpful to know and use, but trying to learn the basics via YouTube or blogs just doesn’t cut it. Sterling really brings the stress le...
Contact this provider
Delta Associates
25+ years, 500+ clients, 50+ countries – We teach retail professionals how to analyze sales and marketing data, find the key insights, and communicate them powerfully and clearly. Most organizations consider data a strategic asset - yet fail to build...
This course really helped me learn to navigate power bi, power pivots, and power query. I was able pick up on how calculations work and visualize huge amounts of data. I had zer...