end-to-end power reporting.
Full Stack BI™
Reporting & Automation
75-hours Course | 6-weeks | View Schedule
From front-end visualization to back-end data warehouse and connecting the two along with power-packed Data Analytics, our immersive programs will help you do a full-fledge reporting in your industry through our comprehensive, project-based curriculum and expert-led instruction.
What will I learn?
Using the right and hybrid technology for advanced BI reporting.
Quick brush-up with Excel
Excel is to BI what wireframing is to application development. Brush up your Excel skills with 60+ formulas, pivots, charts & dashboards to quickly build a POC with small data before investing your time in building complex BI reports with big datasets.
Why should I learn Excel?
Why Should I learn Excel?
- To prepare a quick POC with small data and get the concurrence on the output before investing time on huge datasets.
- Find out the challenges via POC and in turn reduce the overall BI development time and efforts.
You need not be an expert in Excel, but it does come in handy to be proficient in Excel as it is estimated that 80% of data scientist's time is spent cleaning and preparing data - which becomes a cakewalk with Excel.
You can consider Excel more or less as the foundation to Power BI.
Ad-hoc Automations using VBA
When company environment doesn't support Power Apps, it is tools like VBA which comes to rescue. This section will explore the power of VBA and help you automate processes or tasks which otherwise is not possible using Power BI tools.
Why should I learn VBA?
Why should I learn VBA?
Primary objective of learning VBA is to collect data from multiple and ad-hoc sources before uploading it to the SQL for reporting purpose.
- Reading Outlook emails and updating it to SQL Database.
- Reading PDF documents
- Scrapping websites and updating it to Database
- Performing Data transformations in Excel before importing into SQL
Model-building with Power Pivot
Explore the most powerful tool to build data models, forecast estimates, perform what-if-analysis scenario etc. If you are yet to have the Power BI license, you would still be able to create powerful & blended reports and share it internally using Power Pivot.
Why should I learn Power Pivot?
Why should I learn Power Pivot?
The easiest way to create a data model in Power BI and Power Pivot is to gather the data “as is” from a data source, define relationships, and then start designing reports. But this approach raises several issues when you have too many tables, or different levels of granularity.
Benefits of a proper data model with power pivot includes:
- Faster queries
- Simpler DAX code
- Easier maintenance
Visualization with Power BI
Getting started with Power BI is simple. Then, once you want to leverage its full potential, you need a different set of skills. Learn how to develop these skills, unlock more insights through better data analysis and visualization with this section.
Why should I learn Power BI?
Why should I learn Power BI?
Besides all technical reasons, It is everywhere - Power BI is a leader in Gartner’s Magic Quadrant for Analytics and Business Intelligence Platforms.
There is a reason it’s called “Power” BI - An incredibly powerful tool for both modeling and visualizing data. It has the same base as Power Query.
As an Analyst, you would find Microsoft Power BI to be a fantastic tool that can handle most of the analytics pipeline. It goes from ingesting and modeling data to presenting it as dashboards and sharing the dashboards with the people who care about them.
Advanced Calculation with DAX
For users looking to take their Power BI skills to the next level, mastering DAX is a MUST. In this activity-based section, you'll learn how to add analytical power to your Power BI model and apply to some of the toughest real-world business intelligence use cases.
Why should I learn DAX?
Why should I learn DAX?
DAX is used in several Microsoft Products such as Microsoft Power BI, Microsoft Analysis Services and Microsoft Power Pivot for Excel. These products all share the same internal engine, called Tabular/Vertipaq (xVelocity before).
With DAX you have the ability to include business logic in calculations in order to enrich your business intelligence models.
M-Programming with Power Query
During this section, you'll learn how to perform advanced data transformations not available in the Query Editor. We will discuss how to leverage the embedded PowerBI programming language (M) to achieve this.
Why Should I learn M-Programming?
Why Should I learn M-Programming?
You need to perform data transformations in the Query Editor that cannot be done by simply using the User Interface.
To perform complex operations on data in the Power Query Editor
ETL with SSIS
Extract - Transform - Load. Extract Data from multiple data sources, transform it with SSIS inbuilt transformation options or use M-Programs with SSIS and, Load it to the Reporting Database or Data Warehouse for generating dynamic BI Reports.
Why should I know ETL with SSIS?
Why should I know ETL with SSIS?
Businesses receive data from outside of their systems and need to perform data-quality routines to standardize and clean the data before loading it into their systems.
SSIS can handle most data situations from heterogeneous databases or flat files. This is commonly the case when different areas of the business use different standards and formats for the information. Sometimes the data formats are different because the platforms from which they originate differ from the intended destination.
In these cases, SSIS includes a rich set of data-transformation tasks to perform a wide range of data-cleaning, converting, and enriching functions. You can replace values or get descriptions from code values by using exact or fuzzy lookups within SSIS. Identifying records that may be duplicates by using SSIS grouping transformations helps to successfully remove them before loading to the destination.
Data warehousing using MS-SQL
Data for Power BI can come from many sources, but often the data is hosted in SQL Server. This section will teach you how to write accurate, effective, and robust T-SQL code- the right way and also understand the logic behind the same.
Why should I learn MS-SQL?
Why should I learn MS-SQL?
MS-SQL is a recommended skill while working with Power BI. You can say it is one of the basic building block if you are looking forward to work full-time with BI.
It offers you more flexibility to implement complication logic which otherwise requires multiple steps inside Power BI model. Also, if you’re using direct query mode then you need to have a strong knowledge on SQL as almost all processing happens at the source systems else you would restrict yourself to only limited modeling and designing visualizations.
Important things MS-SQL can help you with
- Create an optimal data model for space and speed
- Manage partitions the right way
- Design an efficient and trustable security model
- Define an ideal processing strategy
- Automate deployment and management of the data model
Why to have MS-SQL as Data warehouse?
While power query could do the major transformations - required for the reporting purpose, it is not advisable and recommended to access the production database for reporting requirements. ETL data from multiple data sources into your data warehouse and then load it to your BI via T-SQL is the best practice.
Architect Power BI Solution
This section will help you put together Excel, VBA, Power BI, DAX, Power Query and SQL to architect the best BI solution. You'll also learn to publish, securely share reports including row level permissions along with BI administrative tasks like setting up data gateways etc.
Why should I learn to Architect a solution?
Why should I learn to Architect a solution?
The whole purpose of this section is to arrive at the best possible BI reporting solution for existing business problems instead of just performing a task.
- To build a light-weight solution for a huge dataset.
- Improvise the Data refresh times and reduce associated cost.
- Use the right mix of available technologies to work with huge datasets - for reporting purpose.
Quick brush-up with Excel
Excel is to BI what wireframing is to application development. Brush up your Excel skills with 60+ formulas, pivots, charts & dashboards to quickly build a POC with small data before investing your time in building complex BI reports with big datasets.
- To prepare a quick POC with small data and get the concurrence on the output before investing time on huge datasets.
- Find out the challenges via POC and in turn reduce the overall BI development time and efforts.
You need not be an expert in Excel, but it does come in handy to be proficient in Excel as it is estimated that 80% of data scientist's time is spent cleaning and preparing data - which becomes a cakewalk with Excel.
You can consider Excel more or less as the foundation to Power BI.
Ad-hoc Automations using VBA
When company environment doesn't support Power Apps, it is tools like VBA which comes to rescue. This section will explore the power of VBA and help you automate processes or tasks which otherwise is not possible using Power BI tools.
There are many important tasks / activities which cannot be done using Power Bi components like -
- Reading emails from outlook and updating it to SQL Server
- Reading PDF documents
- Reading websites (web scrapping)
- Triggering automated emails
It is tool like VBA which can enhance the power of your BI and help you turn the solution to a full-fledge end to end automation.
Model-building with Power Pivot
Explore the most powerful tool to build data models, forecast estimates, perform what-if-analysis scenario etc. If you are yet to have the Power BI license, you would still be able to create powerful & blended reports and share it internally using Power Pivot.
The easiest way to create a data model in Power BI and Power Pivot is to gather the data “as is” from a data source, define relationships, and then start designing reports. But this approach raises several issues when you have too many tables, or different levels of granularity.
Benefits of a proper data model with power pivot includes:
- Faster queries
- Simpler DAX code
- Easier maintenance
Visualization with Power BI
Getting started with Power BI is simple. Then, once you want to leverage its full potential, you need a different set of skills. Learn how to develop these skills, unlock more insights through better data analysis and visualization with this section.
Besides all technical reasons, It is everywhere - Power BI is a leader in Gartner’s Magic Quadrant for Analytics and Business Intelligence Platforms.
There is a reason it’s called “Power” BI - An incredibly powerful tool for both modeling and visualizing data. It has the same base as Power Query.
As an Analyst, you would find Microsoft Power BI to be a fantastic tool that can handle most of the analytics pipeline. It goes from ingesting and modeling data to presenting it as dashboards and sharing the dashboards with the people who care about them.
Advanced Calculation with DAX
For users looking to take their Power BI skills to the next level, mastering DAX is a MUST. In this activity-based section, you'll learn how to add analytical power to your Power BI model and apply to some of the toughest real-world business intelligence use cases.
DAX is used in several Microsoft Products such as Microsoft Power BI, Microsoft Analysis Services and Microsoft Power Pivot for Excel. These products all share the same internal engine, called Tabular/Vertipaq (xVelocity before).
With DAX you have the ability to include business logic in calculations in order to enrich your business intelligence models.
M-Programming with Power Query
During this section, you'll learn how to perform advanced data transformations not available in the Query Editor. We will discuss how to leverage the embedded PowerBI programming language (M) to achieve this.
You need to perform data transformations in the Query Editor that cannot be done by simply using the User Interface.
To perform complex operations on data in the Power Query Editor
ETL with SSIS
Extract - Transform - Load. Extract Data from multiple data sources, transform it with SSIS inbuilt transformation options or use M-Programs with SSIS and, Load it to the Reporting Database or Data Warehouse for generating dynamic BI Reports.
Businesses receive data from outside of their systems and need to perform data-quality routines to standardize and clean the data before loading it into their systems.
SSIS can handle most data situations from heterogeneous databases or flat files. This is commonly the case when different areas of the business use different standards and formats for the information. Sometimes the data formats are different because the platforms from which they originate differ from the intended destination.
In these cases, SSIS includes a rich set of data-transformation tasks to perform a wide range of data-cleaning, converting, and enriching functions. You can replace values or get descriptions from code values by using exact or fuzzy lookups within SSIS. Identifying records that may be duplicates by using SSIS grouping transformations helps to successfully remove them before loading to the destination.
Data warehousing using MS-SQL
Data for Power BI can come from many sources, but often the data is hosted in SQL Server. This section will teach you how to write accurate, effective, and robust T-SQL code- the right way and also understand the logic behind the same.
MS-SQL is a recommended skill while working with Power BI. You can say it is one of the basic building block if you are looking forward to work full-time with BI.
It offers you more flexibility to implement complication logic which otherwise requires multiple steps inside Power BI model. Also, if you’re using direct query mode then you need to have a strong knowledge on SQL as almost all processing happens at the source systems else you would restrict yourself to only limited modeling and designing visualizations.
Important things MS-SQL can help you with
- Create an optimal data model for space and speed
- Manage partitions the right way
- Design an efficient and trustable security model
- Define an ideal processing strategy
- Automate deployment and management of the data model
Why to have MS-SQL as Data warehouse?
While power query could do the major transformations - required for the reporting purpose, it is not advisable and recommended to access the production database for reporting requirements. ETL data from multiple data sources into your data warehouse and then load it to your BI via T-SQL is the best practice.
Architect Power BI Solution
This section will help you put together Excel, VBA, Power BI, DAX, Power Query and SQL to architect the best BI solution. You'll also learn to publish, securely share reports including row level permissions along with BI administrative tasks like setting up data gateways etc.
The whole purpose of this section is to arrive at the best possible BI reporting solution for existing business problems instead of just performing a task.
- To build a light-weight solution for a huge dataset
- Improvise the Data refresh times and reduce associated cost
- Use the right mix of available technologies to work with huge datasets - for reporting purpose.
Total Course Duration
75-hours, 30 Sessions
Spread across 6-weeks
Course Fee
USD 1999
Upgrade benefits as applicable
Pre-requisite
2 years experience
in Data-related roles.
Course Content Overview
A snapshot of what you'll be learning in 6-weeks.
Objective: To prepare a quick POC with small data and get the concurrence on the output before investing time on huge datasets.
Overview
- Core Fundamentals Of Spreadsheets
- How System Interprets Your Data
- Crucial Formatting Concepts
- Understanding Core Formula Fundamentals & Advanced Referencing Concepts
- 60+ Advanced Excel Functions
- Cleansing & Transforming Data
- Data Summarization
- Conditional Summarization
- Working With Multiple Datasets
- Working With Pivot Tables Including Advanced Pivot Tables Options
- 15+ Charts - When To Use What Chart?
- Develop Data Models to Simulate Complex Business Scenarios for What IF Analysis
Objective: To do faster queries, simpler DAX code and enjoy easier maintenance.
Introduction To PowerPivot
- Limitation Of Excel Functions
- Limitation Of Excel Pivot table
- Why Powerpivot?
- Powerpivot Features – Overview
Powerpivot Environment
- Opening Powerpivot Environment
- Understanding External Data Section
- Understanding Formatting
- Powerpivot Views
- Understanding Measures
Loading Data Into PowerPivot
Calculated Columns
- Calculated Columns
- Entering Formulas
- Using Autocomplete Feature
- Renaming Columns
- Understanding Tables
Creating Measures
- Creating Simple DAX Measures
- Explicit Measure Vs Implicit Measure
- Referencing Measures In Other Measures
- Formatting Measures
- Manage Data Relationships
- Working With Multiple Tables
- Disconnected Tables
- Creating Custom Calendars
- Using Advanced Filter()
- Advanced Calculated Columns
- Understanding Relationship Concept
- Join Tables
- Left Join Tables
- Right Join Tables
Data Visualization Using
- Charts, Score Cards And Dashboards
- Slicers
- Map Visualizations
- Data Binding And Formatting
Creating Advanced Dashboards With PowerPivot
Creating Free Form Reports With PowerPivot & Excel
Develop Simple Models And Forecast Data Using PowerPivot & Excel
Objective: Getting started with Power BI and leverage it’s full potential to develop compelling visualizations.
Building Blocks of Power BI
- Visualizations
- Datasets
- Reports
- Dashboards
- Tiles
Building Your First Power BI Report
- Connect to Data Sources in Power BI Desktop
- Clean and Transform Your Data With the Query Editor
- Create a report in Power BI Desktop
- Publish the report in the Power BI service
Data Modeling with Power BI
- Fundamentals of Modeling
- How to Manage Your Data Relationships
- Create Calculated Columns
- Optimizing Data Models for Better Visuals
- Create measures and work with time-based functions
- Create Calculated Tables
- Explore Time-Based Data
Visualizations
- Create and Customize Simple Visualizations
Building compelling data visualizations
- Identify metrics and pair them with appropriate data visuals
- Using slicers
- Creating Map Visualizations
- Creating Tables and Matrixes
- Creating Scatter Charts
- Creating Waterfall and Funnel Charts
- Using Gauges and Single Number Cards
- Charting Options including Formatting with Colors, Shapes, Text Boxes, Images, etc.
Designing User-friendly reports
- Customize themes
- Create versatile layouts for your reports
- Design principles to reduce noise and highlight data stories
Creating interactive reports for data exploration
- Filtering & drilling for insights
- Difference between filters & slicers
- Filter pane for reporting needs
Exploring Data
- Use Quick Insights in the Power BI service
- Create and Configure A Dashboard
- Share Dashboards with your organization
- Display Visuals and Tiles Full-Screen
Objective: To learn different methods to Transform Data before uploading it to the SQL Database.
Overview
- Introduction
- Loading & Refresh
- Combine data from multiple data sources
Data Transformation
- Editing Queries Created with Power Query
- Editing Column Headers in Power Query
- Splitting Column Data with Power Query
- Sorting Data
- Multi-Level Sorting
- Filtering Data
- Aggregate data from a column
- Insert a custom column into a table
- Merge columns
- Remove columns
- Remove rows with errors
- Promote a row to column headers
- Transforming Text Values
- Replacing Data
- Using the Fill command
- Pivot and Unpivot Column
- Transpose Query Data
- Pivot Column Command in Action
- Unpivot Columns Command
- Grouping Data
- Create a Duplicate Query
- Group and Summarize Data
- Advanced Data Grouping
- Working with multiple sources in Power Query
- Multiple Excel Tables
- Expand a column containing an associated table
- Understanding Table Relationships
- Merging Queries
Loading Power Query Data to Destinations
- Familiarity with the Load & Refresh Settings
- Loading it to Workbook
- Loading it to Data Model
Objective: To add analytical power to your Power BI model that is not available in the data as-is, using DAX.
Overview
- What is DAX?
- Data Types
- Table-Valued Functions
- Building a Calendar Table
- Date and Time Functions
- Filter Functions
- Information Functions
- Logical Functions
- Mathematical and Trigonometric Functions
- Statistical Functions
- Text Functions
- Time Intelligence Functions
Creating Advanced Dax Measures With Advanced Dax Functions
- Calculate()
- All()
- Filter()
- IF()
- Switch()
- SumX()
Evaluation Context
- Filter Context
- Row Context
- Using RELATED in a Row Context
- Filters and Relationships
- USERELATIONSHIP
Hierarchies in DAX
Querying with DAX
Relationships
- One-to-Many Relationships
- Many-to-Many Relationships
Objective: To query MS-SQL Database (es) by writing accurate, effective, and robust T-SQL code - the right way.
Introduction to MS-SQL
- Creating a Database
- Understanding Tables and Creating Tables
- Inserting, Updating and Deleting Data
- Querying Data
- Filtering Data
- Grouping Data
- Ordering Data
- Column Aliases
- Table Aliases
DDL INSIGHTS
- CREATE TABLE
- Dropping Objects
- CREATE INDEX
- TEMPORARY OBJECTS
- Object Naming and Dependencies
SELECT STATEMENTS
- Simple SELECTs
- Calculated and Derived Fields
- SELECT TOP / BOTTOM Records
- Derived Tables
- Joins
- Predicates
- Subqueries
- Aggregate Functions
- GROUP BY and HAVING
- UNION
- ORDER BY
Objective: Leverage DAX potential to perform advanced data analytics
Advanced Table Manipulation Functions
- ADDCOLUMNS
- CROSSJOIN
- DATATABLE
- DISTINCT column
- EXCEPT
- FILTERS
- GENERATESERIES
- INTERSECT
- NATURALINNERJOIN
- NATURALLEFTOUTERJOIN
- ROW
- SELECTCOLUMNS
- SUMMARIZE
- SUMMARIZECOLUMNS
- Constructor
- TOPN
- UNION
- VALUES
Advanced Filter Functions
- ADDMISSINGITEMS
- ALL
- ALLCROSSFILTERED
- ALLEXCEPT
- ALLSELECTED
- CALCULATE
- DISTINCT
- FILTER
- FILTERS
- RELATED
- REMOVEFILTERS
- SELECTEDVALUE
- USERELATIONSHIP
- VALUES
ADVANCED USAGE OF
- CALCULATE
- SUMX
- COUNTX
- AVERAGEX
- MAXX
- MINXX
- DATATABLE
Objective: To perform advanced and complex data transformations not available in the Query Editor
Understanding M Programming Code
- M LANGUAGE Specifications
- Lexical Structure
- Basic Concepts
- Values
- Types
- Operators
- Let
- Conditionals
- Functions
- Error Handling
- Creating Simple M Expressions
- Creating Simple M Functions
- Working with List, Record & Tables
- Understanding Operators and Evaluation Methods
- Data Types & Type Conversions
Working with M Functions
- ACCESSING DATA FUNCTIONS - From Excel, SQL, CSV, Tab-Delimited, Webpage, XML, JSON, SharePoint, etc.
- COMBINER FUNCTIONS
- COMPARER FUNCTIONS
- DATE FUNCTIONS
- DATETIME FUNCTIONS
- DURATION FUNCTIONS
- LIST FUNCTIONS
- LOGICAL FUNCTIONS
- NUMBER FUNCTIONS
- RECORD FUNCTIONS
- REPLACER FUNCTIONS
- SPLITTER FUNCTIONS
- TABLE FUNCTIONS
- TEXT FUNCTIONS
- TIME FUNCTIONS
- TYPE FUNCTIONS
- VALUE FUNCTIONS
Objective: Get hands-on experience with advanced administration settings, permissions, Data refresh times etc.
Overview
- Publishing Power BI Reports
- Creating & Managing Workspaces and Its Access
- Creating & Managing Dashboard and Its Access
- Installing & Configuring Data gateway
- Scheduling and configuring data refresh
- Managing & Reusing Datasets
- Scheduling Report Alerts
- Setting up Row Level Permissions
- Managing Users & Audit Log
- Custom Branding Power BI For your Organization
- Adding Custom Visuals for your Organization
Objective: To collect data from multiple ad-hoc sources and prepare it for loading it to SQL Database for BI Reporting purpose.
Overview
- Core Fundamentals of VBA
- Understanding VBA Environment
- Writing simple VBA Codes
- Concept of Variables & Data Types
- Testing & Debugging Code
- Understanding Fundamental Coding Blocks
- IF Block
- Select Case
- And / Or Conditions
- Understanding Fundamentals of Looping
- For Loop
- Do While
- Understanding Object Based Programming
- Advanced Excel Automations
- Word Automation
- Outlook Automation
- Working with Database
- Working with Web Browsers - Web Scrapping
- Creating User Interfaces with VB Forms
- Handling Run Time Errors & Securing Code
Objective: Extract Data from multiple data sources, transform them with SSIS or M-Program transformation options and, Load it to Reporting Database / Data Warehouse
Understanding SSIS Packages
Creating & Managing Connections with Connection Manager
- Importing Data With ADO.NET
- Importing Data From Excel
- Importing Data From Flat Files
- Importing Data From FTP
- Importing Data From SMTP
- Working with Multiple Connections
- Working with Control Flows
- Working with Data Flows
- Working with Variables & Expressions
Performing Transformations
- Aggregation Transformations
- Audit Transformations
- Conditional Split Transformations
- Data Conversion Transformations
- DQS Cleansing Transformations
- Derived Columns Transformations
- Export Column Transformation
- Fuzzy Grouping Transformation
- Fuzzy Lookup Transformation
- Lookup Transformation
- Merge Transformation
- Merge Join Transformation
- Pivot Transformation
- Unpivot Transformation
- Row Count Transformation
- Sort Transformation
Loading Data to SQL Server
Advanced SQL Concepts
DML INSIGHTS
- INSERT
- UPDATE
- DELETE
- Detecting DML Errors
Understanding Data Types
- Dates
- Strings
- Numeric
- BLOBs
- Bits
- UNIQUEIDENTIFIER
- Cursor Variables
- Timestamps
DDL INSIGHTS
- CREATE TABLE
- Dropping Objects
- CREATE INDEX
- TEMPORARY OBJECTS
- Object Naming and Dependencies
SQL VIEWS
- Create & Manage VIEWs
- Getting a VIEW's Source Code
- Updatable VIEWs
- Derived Tables
- Dynamic VIEWs
- Partitioning Data Using Views
- View Restrictions
Stored Procedures
- Stored Procedure Advantages
- Internals
- Creating Stored Procedures, Executing Stored Procedures
- Environmental Concerns
- Parameters for Procedures
- Important Automatic Variables
- Flow Control Language
- Errors
- Nesting
- AutoStart Procedures
- User Defined Functions
- Scalar UDFs
- Table-Valued UDFs
- Per-Row UDFs
Working with Date & Time
- Date and Time Data Types
- Date and Time Manipulation
- Date and Time Functions
- Literals
- Identifying Weekday
- Handling Date-only or Time-only Data Prior to SQL Server 2008
- Examples of Date and Time Calculations
- Rounding Issues
- Date- and Time-Related Querying Problems
- Age Problems
- Overlaps
- Grouping by the Week
- Working Days
- Generating a Series of Dates
SETS
- Unions
- Differences
- Intersections
- Subsets
Transactions
- Transactions Defined
- How SQL Server Transactions Work
- Types of Transactions
- Avoiding Transactions Altogether
- Automatic Transaction Management
- Transaction Isolation Levels
- Transaction Commands and Syntax
- Debugging Transactions
- Optimizing Transactional Code
Objective: To put our entire learning to use and arrive at the best possible BI solution -using the right combination of available technologies.
Overview
- Case Study 1
- Case Study 2
- Case Study 3
Course Content Overview
A snapshot of what you'll be learning in 6-weeks.
Objective: To prepare a quick POC with small data and get the concurrence on the output before investing time on huge datasets.
Overview
- Core Fundamentals Of Spreadsheets
- How System Interprets Your Data
- Crucial Formatting Concepts
- Understanding Core Formula Fundamentals & Advanced Referencing Concepts
- 60+ Advanced Excel Functions
- Cleansing & Transforming Data
- Data Summarization
- Conditional Summarization
- Working With Multiple Datasets
- Working With Pivot Tables Including Advanced Pivot Tables Options
- 15+ Charts - When To Use What Chart?
- Develop Data Models to Simulate Complex Business Scenarios for What IF Analysis
Objective: To do faster queries, simpler DAX code and enjoy easier maintenance.
Introduction To PowerPivot
- Limitation Of Excel Functions
- Limitation Of Excel Pivot table
- Why Powerpivot?
- Powerpivot Features – Overview
Powerpivot Environment
- Opening Powerpivot Environment
- Understanding External Data Section
- Understanding Formatting
- Powerpivot Views
- Understanding Measures
Loading Data Into PowerPivot
Calculated Columns
- Calculated Columns
- Entering Formulas
- Using Autocomplete Feature
- Renaming Columns
- Understanding Tables
Creating Measures
- Creating Simple DAX Measures
- Explicit Measure Vs Implicit Measure
- Referencing Measures In Other Measures
- Formatting Measures
- Manage Data Relationships
- Working With Multiple Tables
- Disconnected Tables
- Creating Custom Calendars
- Using Advanced Filter()
- Advanced Calculated Columns
- Understanding Relationship Concept
- Join Tables
- Left Join Tables
- Right Join Tables
Data Visualization Using
- Charts, Score Cards And Dashboards
- Slicers
- Map Visualizations
- Data Binding And Formatting
Creating Advanced Dashboards With PowerPivot
Creating Free Form Reports With PowerPivot & Excel
Develop Simple Models And Forecast Data Using PowerPivot & Excel
Objective: Getting started with Power BI and leverage it’s full potential to develop compelling visualizations.
Building Blocks of Power BI
- Visualizations
- Datasets
- Reports
- Dashboards
- Tiles
Building Your First Power BI Report
- Connect to Data Sources in Power BI Desktop
- Clean and Transform Your Data With the Query Editor
- Create a report in Power BI Desktop
- Publish the report in the Power BI service
Data Modeling with Power BI
- Fundamentals of Modeling
- How to Manage Your Data Relationships
- Create Calculated Columns
- Optimizing Data Models for Better Visuals
- Create measures and work with time-based functions
- Create Calculated Tables
- Explore Time-Based Data
Visualizations
- Create and Customize Simple Visualizations
Building compelling data visualizations
- Identify metrics and pair them with appropriate data visuals
- Using slicers
- Creating Map Visualizations
- Creating Tables and Matrixes
- Creating Scatter Charts
- Creating Waterfall and Funnel Charts
- Using Gauges and Single Number Cards
- Charting Options including Formatting with Colors, Shapes, Text Boxes, Images, etc.
Designing User-friendly reports
- Customize themes
- Create versatile layouts for your reports
- Design principles to reduce noise and highlight data stories
Creating interactive reports for data exploration
- Filtering & drilling for insights
- Difference between filters & slicers
- Filter pane for reporting needs
Exploring Data
- Use Quick Insights in the Power BI service
- Create and Configure A Dashboard
- Share Dashboards with your organization
- Display Visuals and Tiles Full-Screen
Objective: To learn different methods to Transform Data before uploading it to the SQL Database.
Overview
- Introduction
- Loading & Refresh
- Combine data from multiple data sources
Data Transformation
- Editing Queries Created with Power Query
- Editing Column Headers in Power Query
- Splitting Column Data with Power Query
- Sorting Data
- Multi-Level Sorting
- Filtering Data
- Aggregate data from a column
- Insert a custom column into a table
- Merge columns
- Remove columns
- Remove rows with errors
- Promote a row to column headers
- Transforming Text Values
- Replacing Data
- Using the Fill command
- Pivot and Unpivot Column
- Transpose Query Data
- Pivot Column Command in Action
- Unpivot Columns Command
- Grouping Data
- Create a Duplicate Query
- Group and Summarize Data
- Advanced Data Grouping
- Working with multiple sources in Power Query
- Multiple Excel Tables
- Expand a column containing an associated table
- Understanding Table Relationships
- Merging Queries
Loading Power Query Data to Destinations
- Familiarity with the Load & Refresh Settings
- Loading it to Workbook
- Loading it to Data Model
Objective: To add analytical power to your Power BI model that is not available in the data as-is, using DAX.
Overview
- What is DAX?
- Data Types
- Table-Valued Functions
- Building a Calendar Table
- Date and Time Functions
- Filter Functions
- Information Functions
- Logical Functions
- Mathematical and Trigonometric Functions
- Statistical Functions
- Text Functions
- Time Intelligence Functions
Creating Advanced Dax Measures With Advanced Dax Functions
- Calculate()
- All()
- Filter()
- IF()
- Switch()
- SumX()
Evaluation Context
- Filter Context
- Row Context
- Using RELATED in a Row Context
- Filters and Relationships
- USERELATIONSHIP
Hierarchies in DAX
Querying with DAX
Relationships
- One-to-Many Relationships
- Many-to-Many Relationships
Objective: To query MS-SQL Database (es) by writing accurate, effective, and robust T-SQL code - the right way.
Introduction to MS-SQL
- Creating a Database
- Understanding Tables and Creating Tables
- Inserting, Updating and Deleting Data
- Querying Data
- Filtering Data
- Grouping Data
- Ordering Data
- Column Aliases
- Table Aliases
DDL INSIGHTS
- CREATE TABLE
- Dropping Objects
- CREATE INDEX
- TEMPORARY OBJECTS
- Object Naming and Dependencies
SELECT STATEMENTS
- Simple SELECTs
- Calculated and Derived Fields
- SELECT TOP / BOTTOM Records
- Derived Tables
- Joins
- Predicates
- Subqueries
- Aggregate Functions
- GROUP BY and HAVING
- UNION
- ORDER BY
Objective: Leverage DAX potential to perform advanced data analytics
Advanced Table Manipulation Functions
- ADDCOLUMNS
- CROSSJOIN
- DATATABLE
- DISTINCT column
- EXCEPT
- FILTERS
- GENERATESERIES
- INTERSECT
- NATURALINNERJOIN
- NATURALLEFTOUTERJOIN
- ROW
- SELECTCOLUMNS
- SUMMARIZE
- SUMMARIZECOLUMNS
- Constructor
- TOPN
- UNION
- VALUES
Advanced Filter Functions
- ADDMISSINGITEMS
- ALL
- ALLCROSSFILTERED
- ALLEXCEPT
- ALLSELECTED
- CALCULATE
- DISTINCT
- FILTER
- FILTERS
- RELATED
- REMOVEFILTERS
- SELECTEDVALUE
- USERELATIONSHIP
- VALUES
ADVANCED USAGE OF
- CALCULATE
- SUMX
- COUNTX
- AVERAGEX
- MAXX
- MINXX
- DATATABLE
Objective: To perform advanced and complex data transformations not available in the Query Editor
Understanding M Programming Code
- M LANGUAGE Specifications
- Lexical Structure
- Basic Concepts
- Values
- Types
- Operators
- Let
- Conditionals
- Functions
- Error Handling
- Creating Simple M Expressions
- Creating Simple M Functions
- Working with List, Record & Tables
- Understanding Operators and Evaluation Methods
- Data Types & Type Conversions
Working with M Functions
- ACCESSING DATA FUNCTIONS - From Excel, SQL, CSV, Tab-Delimited, Webpage, XML, JSON, SharePoint, etc.
- COMBINER FUNCTIONS
- COMPARER FUNCTIONS
- DATE FUNCTIONS
- DATETIME FUNCTIONS
- DURATION FUNCTIONS
- LIST FUNCTIONS
- LOGICAL FUNCTIONS
- NUMBER FUNCTIONS
- RECORD FUNCTIONS
- REPLACER FUNCTIONS
- SPLITTER FUNCTIONS
- TABLE FUNCTIONS
- TEXT FUNCTIONS
- TIME FUNCTIONS
- TYPE FUNCTIONS
- VALUE FUNCTIONS
Objective: Get hands-on experience with advanced administration settings, permissions, Data refresh times etc.
Overview
- Publishing Power BI Reports
- Creating & Managing Workspaces and Its Access
- Creating & Managing Dashboard and Its Access
- Installing & Configuring Data gateway
- Scheduling and configuring data refresh
- Managing & Reusing Datasets
- Scheduling Report Alerts
- Setting up Row Level Permissions
- Managing Users & Audit Log
- Custom Branding Power BI For your Organization
- Adding Custom Visuals for your Organization
Objective: To collect data from multiple ad-hoc sources and prepare it for loading it to SQL Database for BI Reporting purpose.
Overview
- Core Fundamentals of VBA
- Understanding VBA Environment
- Writing simple VBA Codes
- Concept of Variables & Data Types
- Testing & Debugging Code
- Understanding Fundamental Coding Blocks
- IF Block
- Select Case
- And / Or Conditions
- Understanding Fundamentals of Looping
- For Loop
- Do While
- Understanding Object Based Programming
- Advanced Excel Automations
- Word Automation
- Outlook Automation
- Working with Database
- Working with Web Browsers - Web Scrapping
- Creating User Interfaces with VB Forms
- Handling Run Time Errors & Securing Code
Objective: Extract Data from multiple data sources, transform them with SSIS or M-Program transformation options and, Load it to Reporting Database / Data Warehouse
Understanding SSIS Packages
Creating & Managing Connections with Connection Manager
- Importing Data With ADO.NET
- Importing Data From Excel
- Importing Data From Flat Files
- Importing Data From FTP
- Importing Data From SMTP
- Working with Multiple Connections
- Working with Control Flows
- Working with Data Flows
- Working with Variables & Expressions
Performing Transformations
- Aggregation Transformations
- Audit Transformations
- Conditional Split Transformations
- Data Conversion Transformations
- DQS Cleansing Transformations
- Derived Columns Transformations
- Export Column Transformation
- Fuzzy Grouping Transformation
- Fuzzy Lookup Transformation
- Lookup Transformation
- Merge Transformation
- Merge Join Transformation
- Pivot Transformation
- Unpivot Transformation
- Row Count Transformation
- Sort Transformation
Loading Data to SQL Server
Advanced SQL Concepts
DML INSIGHTS
- INSERT
- UPDATE
- DELETE
- Detecting DML Errors
Understanding Data Types
- Dates
- Strings
- Numeric
- BLOBs
- Bits
- UNIQUEIDENTIFIER
- Cursor Variables
- Timestamps
DDL INSIGHTS
- CREATE TABLE
- Dropping Objects
- CREATE INDEX
- TEMPORARY OBJECTS
- Object Naming and Dependencies
SQL VIEWS
- Create & Manage VIEWs
- Getting a VIEW's Source Code
- Updatable VIEWs
- Derived Tables
- Dynamic VIEWs
- Partitioning Data Using Views
- View Restrictions
Stored Procedures
- Stored Procedure Advantages
- Internals
- Creating Stored Procedures, Executing Stored Procedures
- Environmental Concerns
- Parameters for Procedures
- Important Automatic Variables
- Flow Control Language
- Errors
- Nesting
- AutoStart Procedures
- User Defined Functions
- Scalar UDFs
- Table-Valued UDFs
- Per-Row UDFs
Working with Date & Time
- Date and Time Data Types
- Date and Time Manipulation
- Date and Time Functions
- Literals
- Identifying Weekday
- Handling Date-only or Time-only Data Prior to SQL Server 2008
- Examples of Date and Time Calculations
- Rounding Issues
- Date- and Time-Related Querying Problems
- Age Problems
- Overlaps
- Grouping by the Week
- Working Days
- Generating a Series of Dates
SETS
- Unions
- Differences
- Intersections
- Subsets
Transactions
- Transactions Defined
- How SQL Server Transactions Work
- Types of Transactions
- Avoiding Transactions Altogether
- Automatic Transaction Management
- Transaction Isolation Levels
- Transaction Commands and Syntax
- Debugging Transactions
- Optimizing Transactional Code
Objective: To put our entire learning to use and arrive at the best possible BI solution -using the right combination of available technologies.
Overview
- Case Study 1
- Case Study 2
- Case Study 3
Course Fee
USD 1999** Upgrade Fee for existing Power BI Students: $1299
Reserve My SeatWhat is included?
60-hours of Instructor-led training.
15 Power BI & Power Query Projects, 10 Excel Assignments, 7 VBA case studies, 5 SQL & SSIS related case studies.
3-months of Mentorship program (USD 750) with 5-hours monthly session, post-training.
View mentorship program detailsFull Stack BI Reporting Specialist Certificate
READY TO BE CERTIFIED AS
Full Stack BI Reporting & Automation Specialist?
Training Schedule
Week 1 - Quick Excel Brush-up & Power BI
Tue, Apr 11 through Fri, Apr 14
11:00 AM to 1:00 PM ET
Week 2 - DAX Function & Power Query
Mon, Apr 17 through Fri, Apr 21
11:00 AM to 1:00 PM ET
Week 3 - Power Pivot, T-SQL & Power BI Administration
Mon, Apr 24 through Thur, Apr 27
11:00 AM to 1:00 PM ET
Week 4 - Advanced DAX Function & M-Programming
Mon, May 8 through Fri, May 12
11:00 AM to 1:00 PM ET
Week 5 - Ad-hoc Automations using VBA Macro
Mon, May 15 through Fri, May 19
11:00 AM to 1:00 PM ET
Week 6 - ETL with MS-SQL & SSIS and Architect BI Solution
Mon, May 22 through Wed, May 24
11:00 AM to 1:00 PM ET
System Requirements
- Power BI Desktop (Free & Downloadable at https://powerbi.microsoft.com/en-us/get-started/
- Excel 2016 & above with PowerPivot - Available with Office 365 subscriptions that include desktop versions of Excel for Windows. Also available with certain onetime office purchases. Refer https://support.office.com/en-us/article/where-is-power-pivot-aa64e217-4b6e-410b-8337-20b87e1c2a4b for more information.
- MS-SQL Server (Free & Downloadable at https://www.microsoft.com/en-us/sql-server/sql-server-editions-express If you have it already installed, kindly ensure you have rights to create and modify new databases.
- SSIS - It comes along with your SQL Server License.
- SQL Server Development Tools (SSDT) – Refer https://docs.microsoft.com/en-us/sql/ssdt/download-sql-server-data-tools-ssdt?view=sql-server-ver15
- Visual Studio 2017 & above. Visual Studio Community Edition is Free and can be downloaded from https://visualstudio.microsoft.com/vs/
Connect with Us
Excelgoodies Consulting, Inc.
739 Bryant Street, San Francisco, CA 94107
Mr.Perrie SmithBusiness Associate
Tel: (650) 491-3131
Email: inquiry_fullstackbi@excelgoodies.com
Connect us on
About the Trainer
Mr. Sami, MCT, MCSA Data Enthusiast & a Technophile
Mr. Sami, Microsoft Certified Trainer, with his qualifications in Finance, HR & Information Technology brings in 14 years of Industry experience. He has successfully trained 9500+ professionals by now, and the counting is still on.
He has undertaken assignments with the renowned IRS, The World Bank, Tata Chemicals, Buckman Laboratories, Standard Chartered, ING Barings and much more. His nature of going that Extra Mile has got him the startling popularity amongst the Excelgoodies prominent clients.
Learner stories around the world!
Reviews
- Trainer's Expertise
- Course Structure
- Course Content
- Quality of Assignments
- Certification Process
Scott A. Reifsynder
Chief Financial Officer
Nexterus
This class was extremely helpful in my knowledge and growth in these database, analysis and reporting tools. I really enjoyed the hands-on approach and got lots of “goodies” out of all the classes. Your approach, repetitiveness and patience is much appreciated and sincerely helped...
Josh Grenzsund
Director of Business Development
DOWL
This was a very good course where I learned high level concepts of data management (how it moves/should move) for business users, the concepts for querying and organizing data sets, the interaction and use of various tools/software, and detailed work with DAX and SQL expressions...
Tim Palacios
WFM Data Developer
World Connection
This course was excellent. Sami had a systematic approach to the course curriculum which I feel is key to most if not all learning experiences. He was very knowledgeable and very quick with troubleshooting and helping support when we had any challenges with our work...
Wendy Flowers
Financial and Business Analyst
First Light
This Power BI course was an exceptional training experience. It was very fast paced -- necessary as it covered Power Pivots, Power Query, DAX, Power BI, and SQL. Sami ran the training smoothly, staying after to help individuals with questions...
Andrea Anderson
Senior Specialist
Southern California Edison
I enjoyed the training and Sami taking the time to assist others with the concepts being taught so that everyone understood.
Learner stories around the world!
Reviews
- Trainer's Expertise
- Course Structure
- Course Content
- Quality of Assignments
- Certification Process
Scott A. Reifsynder
Chief Financial Officer
Nexterus
This class was extremely helpful in my knowledge and growth in these database, analysis and reporting tools. I really enjoyed the hands-on approach and got lots of “goodies” out of all the classes. Your approach, repetitiveness and patience is much appreciated and sincerely helped...
Josh Grenzsund
Director of Business Development
DOWL
This was a very good course where I learned high level concepts of data management (how it moves/should move) for business users, the concepts for querying and organizing data sets, the interaction and use of various tools/software, and detailed work with DAX and SQL expressions...
Tim Palacios
WFM Data Developer
World Connection
This course was excellent. Sami had a systematic approach to the course curriculum which I feel is key to most if not all learning experiences. He was very knowledgeable and very quick with troubleshooting and helping support when we had any challenges with our work...
Wendy Flowers
Financial and Business Analyst
First Light
This Power BI course was an exceptional training experience. It was very fast paced -- necessary as it covered Power Pivots, Power Query, DAX, Power BI, and SQL. Sami ran the training smoothly, staying after to help individuals with questions...
Andrea Anderson
Senior Specialist
Southern California Edison
I enjoyed the training and Sami taking the time to assist others with the concepts being taught so that everyone understood.