Description

Power BI Desktop is a user-friendly tool created by Microsoft to “Enable everyone at every level of your organization to make confident decisions using up-to-the-minute analytics.”

In this 3-hour class, Our Microsoft Certified Trainer, will discuss how to examine, clean and shape data that has been connected to Power Bi by using the Get Data techniques discussed in the prior class (Getting Started with Microsoft Power BI Desktop). Many times, you will find that, although the data has been connected, there are errors that need to be adjusted or other things that need to be changed to allow for more accurate and efficient manipulation within the data analytics environment. This course focuses on cleaning, shaping, and calculating data in Power BI Desktop. We will use the Transform Data button to enter the Power Query Editor and explore some features that will clean and shape data. This course will utilize use case type examples to explain the concepts that many people face when bringing data into Power BI.

This course covers the cleaning, shaping, and calculating tools you will need to ensure accurate and efficient analysis of your data. 

Course Objectives

Clean, Transform, and Load Data

Profile Data with Power Query Editor

Shape Data with Power Query Editor

Combine and Mange Data Rows

Create Calculations with DAX

Create Calculated Measures and Conditional Columns

Target Audience

Anyone who wants to learn more about Power BI data cleaning, shaping, and profiling 

Basic Understanding

Basic Excel knowledge is useful but not necessary

Prerequisite:

Get Ready for Microsoft Power BI Desktop Classes, or equivalent knowledge, is strongly recommended as a prerequisite for this class. This course, Clean, Shape and Calculate Data in Microsoft Power BI Desktop, will start with the assumption that the latest version of Power BI Desktop is installed, and the exercise files have been unzipped to the C:\SimpLiv PBI folder. Both of these topics are covered in the class recommended above.

You may want to register for the first course (Getting Started with Microsoft Power BI Desktop) if you want to learn more about basic Power BI features and concepts. This first class in the series also covers data connections and database relationships and joins.  

Course Content

No sessions available.

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Clean, Shape and Calculate Data in Microsoft Power BI Desktop

Session 1: POWER QUERY EDITOR

  1. PQE User Interface

    Tabs / Ribbons / Groups

    Queries Pane

    Query Editor Center Pane

    Properties / Applied Steps

Session 2: CLEAN, SHAPE, TRANSFORM AND LOAD DATA WITH THE QUERY EDITOR

  1. Data Preparation

    Removing Unwanted Data

    Identifying And Resolving Inconsistencies 

  2. Cleaning, Transforming and Loading Data

    Remove Rows

    Promote First Row to Headers

    Separate Data from One Column to Two Columns

    Unpivot Columns

    Change Data Type (Date, Text, etc)

    Explore Applied Steps

    Undo Applied Step

    Close and Apply to Load Changes

  3. Data Preview Group

    Column Quality

    Column Distribution

    Column Profile

  4. Shape Data

    Remove Erroneous Rows

    Remove Unneeded Column

    Create Custom Column

    Change Data Type

    Close and Apply to Load Changes

    Change Data Types in Data View (Currency, Date, Decimal)

    Set Geographic Data Type Fields

Session 3: CALCULATIONS IN POWER BI DESKTOP

  1. Creating Calculations with DAX

    DAX Functions

    Formula Bar

    DAX Syntax

  2. Calculated & Conditional Columns

    Use Calculated Column to Bring Two Text Strings Together

    Create Numeric Calculated Column (Sales-Profit=Cost)

  3. Calculated Measures

    Create Calculated Measure

    Format Measure

  4. Conditional Columns

    Create an “If-Then-Else” Calculated Column

Coupons

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