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Online Training Classes

EPM Strategy is constantly training individuals and organizations in all things Power BI.  In addition to these custom courses, EPM Strategy provides online training to the public from time to time.  These are the current classes being offered and a link to register for the class.

If you have a suggestion for a class, please email Training@EPMStrategy.com and let us know!

The Power BI Admin Portal

Have you ever wondered why you can share a Dashboard or Report with one person or another?  How about why you can or can’t print?  Or, perhaps some visuals on a report are blocked and you aren’t sure why.

The Admin Portal is full of interesting settings that can add (or remove) security and make life easier (or harder) for some users.

This training is about the settings that you should know about if you are a Power User and absolutely should know about if you are a Power BI Administrator.  OR, if you are an O365 Administrator, and not the reporting/Power BI person, why haven’t you assigned a separate Power BI Administrator (with no general O365 Administration)?

This session is about the core settings of Power BI.  If you have permissions to access your Admin Portal then you will be able to review your settings as we go through the options.  If you do not have permissions, you will still get a deep understanding of the settings for the Admin Portal for Power BI while watching the training.

This training will be a step-by-step through most of the settings.  The Audit Logs and the User settings for Power BI Admin Portal are set up in the Microsoft 365 Admin Center and therefore those two settings will be briefly explained but not explored.  This session will not cover the Azure Connections (currently in preview). Also, this session will not cover the Premium Administration settings.

 

This session will include at least the following aspects of the Admin Portal in Power BI:

  • Service vs Desktop settings
  • Security Groups
  • Usage metrics
    • An overview of the two versions, not an in-depth analysis
  • Users
  • Audit logs
  • Tenant settings
    • Tenant Wide New look
      • New Look
    • Help and Support
      • Publish “Get Help” information
      • Receive email notifications for service outages or incidents
      • Allow users to try Power BI paid features
      • Show a custom message before publishing reports
    • Workspace Settings
      • Create workspaces
      • Use dataset across workspaces
      • Block classic workspace creation
    • Information protection
      • Allow users to apply sensitivity labels for Power BI content
    • Export and sharing settings
      • Allow Azure Active Directory guest users to access Power BI
      • Invite external users to your organization
      • Allow Azure Active Directory guest users​ to edit and manage content in the organization
      • Publish to web
      • Copy and paste visuals
      • Export to Excel
      • Export to .csv​
      • Download reports
      • Allow live connections​
      • Export reports as PowerPoint presentations or PDF documents
      • Export reports as MHTML documents
      • Export reports as Word documents
      • Export reports as XML documents
      • Export reports as image files
      • Print dashboards and reports
      • Certification
      • Email Subscriptions
      • Featured content
      • Allow connections to featured tables
      • Share to Teams
    • Content pack and app settings
      • Publish content packs and apps to the entire organization
      • Create template organizational content packs and apps
      • Push apps to end users
    • Integration settings
      • Allow XMLA endpoints and Analyze in Excel with on-premises datasets
      • Use ArcGIS Maps for Power BI
      • Use global search for Power BI
      • Snowflake SSO
      • Use Azure Maps visual
    • Power BI Visuals
      • Allow visuals created using the Power BI SDK
      • Add and use certified visuals only (block uncertified)
    • R and Python visuals settings
      • Interact with and share R and Python visuals
    • Audit and usage settings
      • Create audit logs for internal activity auditing and compliance
      • Usage metrics for content creators
      • Per-user data in usage metrics for content creators
    • Dashboard settings
      • Web content on dashboard tiles
      • Data classification for dashboards
    • Developer settings
      • Embed content in apps
      • Allow service principals to use Power BI APIs
    • Admin API settings
      • Allow service principals to use read-only Power BI Admin APIs
    • Dataflow settings
      • Create and use dataflows
    • Template app settings
      • Publish Template Apps
      • Install template apps
      • Install template apps not listed in AppSource
    • Q&A settings
      • Review questions
    • Advanced networking
      • Azure Private Link
      • Block Public Internet Access
    • User experience experiments
      • Help Power BI optimize your experience
  • Embed codes
  • Organizational visuals
  • Workspaces
  • Custom branding
  • Protection metrics
  • Featured content

Requirements:

To observe the training and not interact on your own tenant you will only need Microsoft Teams

To interact with your organization’s portal you will need to be a Power BI Administrator ON YOUR TENANT and have Microsoft Teams

*It is strongly recommended that participants have at least 2 monitors.

Class Length: 2.5 hours

Sign up for this class here:

 https://www.eventbrite.com/e/the-power-bi-admin-portal-tickets-138029936255

 

 

Date and Time Intelligence – The Date Table

Almost every report has a Date or Time component associated with it.  Think of just one example – sales.  If somebody tells you that you had a million dollars in sales that might be positive, negative or even neutral.  You have to know in what time period.  A million dollars in sales yesterday is a lot different than a million dollars in sales over the last 50 years.

Having a date table in your Power BI file is one of the most consistently needed tables in reporting.  With a date table you can use time intelligence for filtering, grouping, drilling, sorting and other date specific options.  And, with a date table template you only have to create this one time and then it can be used throughout your organization.  Using a date template allows for consistency throughout your entire organization.

This interactive, hands-on training will include a sample file to use while creating a Date Table of your own.  Training will also involve how to add your Fiscal Dates to the Date Table (if needed).  And, the training will conclude by creating some date specific visuals using the created Date Table.

This training will include at least the following aspects of the Date Table in Power BI:

  • Data Types
  • Date Table creation
    • Considerations
    • Creating columns
  • Power Query formulas
  • Working Days
  • Fiscal Dates
  • Holidays
  • Year, Month, Week and Day options
    • How to design those settings those options for visuals
  • Date and Time considerations
    • UTC versus local Time
    • Data origination Date/Time

Requirements:

Power BI Desktop

Internet connectivity

Be able to join a Microsoft Teams session

*It is strongly recommended that participants have at least 2 monitors.

Class Length: 2.5 Hours

Sign up for this class here:

https://www.eventbrite.com/e/date-and-time-intelligence-the-date-table-tickets-138031470845

 

Data Relationships and Keys

When you create a new visual in Power BI and you use fields from more than one table, how does the tool know how those fields are related?  Well, Power BI is a powerful tool and one of the functions it can do (and is selected to do so by default) is to create the relationships between queries when they are brought into the data set so that the tables will relate as expected.  This is normally quite helpful but for a number of reasons it doesn’t always do it as expected, or it doesn’t do it at all.

This interactive, hands-on training, will include a sample file to use while how relationships work in Power BI.

This training will include at least the following aspects of relationships in Power BI:

  • Data Types
  • The model view
    • Standard layouts (Auto Layout)
    • Custom layouts
    • Properties
  • Relationship Types
    • One to One
    • One to Many
    • Many to One
    • Many to Many
  • Cross Filter Direction
    • Single
    • Both
  • Assuming referential integrity
  • Apply the security filter
  • Creating your own key
    • Considerations
    • How to create key(s)

Requirements:

Power BI Desktop

Internet connectivity

Be able to join a Microsoft Teams session

*It is strongly recommended that participants have at least 2 monitors.

Class Length: 2.5 Hours

Sign up for this class here:

https://www.eventbrite.com/e/power-bi-data-keys-and-relationships-tickets-138031633331

Power BI Desktop – The Options

Power BI desktop is a powerful tool and sometimes it automatically does things that the developer doesn’t expect.  A large number of those “automatic” functions are based on selections in the options that reside in every .pbix file.  Have you ever spent the time to review and understand which options might be affecting your overall report in the desktop?

This interactive, hands-on training will include a sample file to use while reviewing most of the options that are available to the developer in the desktop tool. This will include explaining what most of those options are doing and how they relate to each other and help explain why the .pbix file is doing some of the things that it is doing.

This training will include at least the following settings in the options in Power BI:

  • Desktop vs Service settings
  • Global vs Current File
    • Global
      • Data Load
      • Power Query Editor
      • Direct Query
      • R scripting
      • Python scripting
      • Security
      • Privacy
      • Regional Settings
      • Update
      • Usage Data
      • Diagnostics
      • Preview Features
      • Auto Recovery
      • Report Settings
    • Current File
      • Data Load
      • Regional Settings
      • Privacy
      • Auto Recovery
      • Direct Query
      • Query reduction
      • Report Settings

 

Requirements:

Power BI Desktop

Internet connectivity

Be able to join a Microsoft Teams session

 

*It is strongly recommended that participants have at least 2 monitors.

Class Length: 2 Hours

Sign up for this class here:

https://www.eventbrite.com/e/power-bi-desktop-options-tickets-138031912165

 

Finding and Selecting Power BI Visuals

Power BI is a tool that allows the developer to use visuals to make hard to understand data much more easily understood.  A visual representation of data, when done effectively, can help the user translate more information in a faster time period than they would otherwise be able to do normally.

But, how does the developer know where these visuals are and what visuals might be best used in certain situations?  This interactive, hands-on training will include a sample file to use while demonstrating how to find, download and implement visuals.

Note – this training is about obtaining and using visuals and is NOT about using any specific visuals or the related options for specific visuals.

This training will include at least the following settings in the options in Power BI:

  • Discovering visuals
  • Downloading visuals
  • Changing the visuals in a report
  • General assistance in determining the best “type” of visuals for situations

 

Requirements:

Power BI Desktop

Ability to download files from the internet to your PC

Internet connectivity

Be able to join a Microsoft Teams session

 

*It is strongly recommended that participants have at least 2 monitors.

Class Length: 1.5 Hours

Sign up for this class here:

https://www.eventbrite.com/e/power-bi-visuals-finding-downloading-and-selecting-tickets-138032046567

 

Using Power Query and M to Modify Data

When creating any report, one of the work items that the report developer or report writer has to commonly do is to “clean” the data.  Whether this means merely modifying some data bits to match business rules (like having a certain format for dates) or if it means intensive data configuration this is almost always a requirement.  In Power BI, a lot of that work can be done in the Query Editor.  This is also known as the M language for Power Query.  Whenever the developer makes a change in the Applied Steps, this is recorded in the M language.

The goal of the class is to help you better understand the Power BI Desktop data model, Power Query editor, the M language and how to use M language to provide better results.  This session is on the Power Query editor and M but does NOT include DAX training.

This class will be a combination of lecture, demonstration and hands on labs.

This class will include, but is not necessarily limited to the understanding of:

  • The basic architecture of PBI Desktop
  • Power BI modeling terminology
  • The basics syntax of the M Language
  • Function & keyword structure
  • How to connect to data
  • The basic structure of the Advanced Editor
  • M transformations
  • Merge and other combining queries
  • How to use multiple queries in an advanced transformation
  • Data Profiling
  • Variables and Parameters
  • Custom Functions
  • The benefits to parameterizing your queries
  • What “Enter Data” is and how it can be used
  • How to organize your queries using folder groups
  • Best practices when working with large data volumes
  • Best practices to use the power of the underlying data sources
  • Best practices in Direct Query mode

Requirements:

Power BI Desktop

Internet connectivity

Be able to join a Microsoft Teams session

*It is strongly recommended that participants have at least 2 monitors.

Class Length: 7 Hours

 

Sign up for this class here:

https://www.eventbrite.com/e/using-power-query-and-m-to-modify-power-bi-data-tickets-138032257197