Bundle Course – BI Tools

 

Tableau – Course Syllabus

       Tableau History, Interface and Components

 

       Connecting to databases and preparing data

 

       Data Refresh and Blending

 

       Sorting

 

       Grouping

 

       Creating Sets

 

       Filters

 

       Filter shelves

 

       Quick Filter

 

       Parameters

 

       Formatting

 

       Trend Lines and reference lines

 

       Drills

 

       Introduction to Dashboards and Story

 

       Building dashboards

 

       Layouts and Formatting

 

       Interactivity

 

       StoryPoints

 

       Maps

 

       Background Images

 

       Calculations Syntax

 

       Modifying Table calculations

 

       Aggregations and LOD Expressions

 

       Advanced Charts and graphs (Pareto, Waterfall, Funnel,..)

 

       Histograms

 

       Tree maps and bubble charts

 

       Best practices

 

       Case Studies

 

 

Power BI Syllabus

Power BI Complete Introduction

• Power BI Introduction
• Data Visualization, Reporting
• Business Intelligence(BI), Traditional BI, Self-Serviced BI
• Cloud Based BI, On Premise BI
• Power BI Products
• Power BI Desktop (Power Query, Power Pivot, Power View)
• Flow of Work in Power BI Desktop
• Power BI Report Server, Power BI Service, Power BI Mobile
• Flow of Work in Power BI / Power BI Architecture
• A Brief History of Power BI

PBI Desktop Installation, PBI Desktop &Service Overview

• Power BI Desktop Installation
• Building Blocks of Power BI
• Datasets, Visualizations, Reports, Dashboards, Tiles
• Power BI Desktop User Interface
• Fields Pane, Visualizations pane, Ribbon, Views, Pages Tab, Canvas
• Overview of Power Query / Query Editor – Extract, Transform & Load Data
• Connecting to Data Sources, Establish connection to the Excel source
• Importing Data into Power BI or Query Editor
• Transforming the Data using Power Query
• Model the Data using Power Pivot – Relationship View
• Creating New Measures and New Columns using DAX – Data View
• Visualizing the Data using Power View and Power Maps – Report View
• Saving and Publishing the Visuals or Reports
• Logon to Power BI Service
• View the Reports in PBI Service and Share the reports

 

Power Query

Introduction to Power Query – Extract, Transform & Load

• Data Transformation, Benefits of Data Transformation
• Shape or Transform Data using Power Query
• Overview of Power Query / Query Editor, Query Editor User Interface
• The Ribbon (Home, Transform, Add Column, View Tabs)
• The Queries Pane, The Data View / Results Pane, The Query Settings Pane, Formula Bar
• Advanced Editor – Complete ETL Code
• Saving Your Work – Appling ETL Changes – Loading into Power Pivot Model
• Power Query Conceptually

 

Datatypes and Filters in Power Query

• Datatypes, Changing the Datatype of a Column
• Filters in Power Query
• Auto Filter / Basic Filtering
• Filter a Column using Text Filters
• Filter a Column using Number Filters
• Filter a Column using Date Filters
• Filter Multiple Columns

Inbuilt Column Transformations

• Remove Columns / Remove Other Columns
• Name / Rename a Column
• Reorder Columns or Sort Columns
• Add Column / Custom Column
• Split Columns
• Merge Columns
• PIVOT, UNPIVOT Columns
• Transpose Columns

 

In built Row Transformations

• Header Row or Use First Row as Headers
• Keep Top Rows, Keep Bottom Rows
• Keep Range of Rows
• Keep Duplicates, Keep Errors
• Remove Top Rows, Remove Bottom Rows, Remove Alternative Rows
• Remove Duplicates, Remove Blank Rows, Remove Errors
• Group Rows / Group By

 

Combine Queries (Append Queries & Merge Queries)

Append Queries / Union Queries

• Append Queries
• Append Queries as New
• Append 2 or more files individually with different queries
• Appending multiple files of same type from a folder using single query
• Query Options
• Copy Query, Paste Query
• Delete Query, Rename Query
• Enable Load, Include in report Refresh
• Duplicate Query, Reference Query
• Move to Group, Move Up, Move Down

 

Merge Queries / Join Queries

• Merge Queries, Merge Queries as New
• Default Types of Joins / Join Kinds / Merge Type
• Left Outer (all from first, matching from second)
• Right Outer (all from second, matching from first)
• Full Outer (all rows from both)
• Inner (only matching rows)
• Left Anti (rows only in first)
• Right Anti (rows only in second)
• Cartesian Join or Cross Join

 

Power Pivot

Power BI Data Modeling – Relationship View

• Data Modeling Introduction
• Relationship, Need of Relationship
• Relationship Types / Cardinality in General
• One-to-One, One-to-Many (or Many-to-One), Many-to-Many
• AutoDetect the relationship, Create a new relationship, Edit existing relationships
• Make Relationship Active or Inactive
• Delete a relationship
• Cross filter direction (Single, Both), Assume Referential Integrity

 

Enhancing the Data Model – DAX

• What is DAX, Calculated Column, Measures
• DAX Table and Column Name Syntax
• Creating Calculated Columns, Creating Measures
• Implicit Vs Explicit Measures
• Calculated Columns Vs Measures
• DAX Syntax & Operators
• DAX Operators
• Types of Operators
• Arithmetic Operators, Comparison Operators, Text Concatenation Operator, Logical Operators

 

DAX Functions Categories

• Date and Time Functions
• Logical Functions
• Text Functions
• Math & Statistical Functions
• Filter Functions
• Time Intelligence Functions

 

DAX Date & Time Functions

• YEAR, MONTH, DAY
• WEEKDAY, WEEKNUM
• FORMAT (Text Function) à Month Name, Weekday Name
• DATE, TODAY, NOW
• HOUR, MINUTE, SECOND, TIME
• DATEDIFF, CALENDAR
• Creating Date Dimension Table

 

DAX Text Functions

• LEN, CONCATENATE (&)
• LEFT, RIGHT, MID
• UPPER, LOWER
• TRIM, SUBSTITUTE, BLANK

 

DAX Logical Functions

• IF
• TRUE, FALSE
• NOT, OR, IN, AND
• IFERROR
• SWITCH

 

DAXMath and Statistical Functions

• INT
• ROUND, ROUNDUP, ROUNDDOWN
• DIVIDE
• EVEN, ODD
• POWER, SIGN
• SQRT, FACT
• SUM, SUMX
• MIN, MINX
• MAX, MAXX
• COUNT, COUNTX
• AVERAGE, AVERAGEX
• COUNTROWS, COUNTBLANK

DAX Filter Functions

• CALCULATE
• ALL
• RELATED

 

DAX Time Intelligence Functions

• Time Intelligence Introduction
• TOTALMTD, TOTALQTD, TOTALYTD
• PREVIOUSDAY, PREVIOUSMONTH, PREVIOUSQUARTER, PREVIOUSYEAR
• NEXTDAY, NEXTMONTH, NEXTQUARTER, NEXTYEAR
• SAMEPERIODLASTYEAR
• YOY Growth
• MOM Growth

 

Power View

Report View / Power View

• Report View User Interface
• Fields Pane, Visualizations pane, Ribbon, Views, Pages Tab, Canvas
• Visual Interactions
• Interaction Type (Filter, Highlight, None)
• Visual Interactions Default Behavior, Changing the Interaction

 

Filters in Power View

• Filter Types
• Visual Level Filters, Page Level Filters, Report Level Filters, Drill Through Filters
• Filter Sub Types
• Basic Filtering, Advanced Filtering, Top N, Relative Date Filtering
• Numeric field filters, Text field filters, Date and Time field Filters

 

Grouping, Binning & Sorting

• Grouping and Binning Introduction
• Using grouping, Creating Groups on Text Columns
• Using binning, Creating Bins on Number Column and Date Columns
• Sorting Data in Visuals
• Changing the Sort Column, Changing the Sort Order
• Sort using column that is not used in the Visualization
• Sort using the Sort by Column button

 

Hierarchies and Drill-Down Reports

• Hierarchy Introduction, Default Date Hierarchy
• Creating Hierarchy, Creating Custom Date Hierarchy
• Change Hierarchy Levels
• Drill-Up and Drill-Down Reports
• Data Actions, Drill Down, Drill Up, Show Next Level, Expand Next Level
• Drilling filters other visuals option

 

Power BI Visualizations

• Visualizing Data, Why Visualizations
• Visualization types, Field Wells
• Visuals for Filtering, Visualizing Categorical Data, Visualizing Trend Data
• Visualizing KPI Data, Visualizing Tabular Data, Visualizing Geographical Data
• Leveraging Power BI Custom Visuals

 

Visuals for Filtering

• Slicer Visualization
• When to use a Slicer
• Create and format Slicer Visualization
• Hierarchy Slicer (Custom Visualization)
• When to use a Hierarchy Slicer
• Create and format Hierarchy Slicer
• Advantages of Hierarchy Slicer

 

Visualizing Categorical Data

• Create and Format Bar and Column Charts
• Create and Format Stacked Bar Chart Stacked Column Chart
• Create and Format Clustered Bar Chart, Clustered Column Chart
• Create and Format 100% Stacked Bar Chart, 100% Stacked Column Chart
• Create and Format Pie and Donut Charts
• Create and Format theTree Map Visual
• Create and Format Scatter Charts

 

Visualizing Trend Data

• Line and Area Charts
• Create and Format Line Chart, Area Chart, Stacked Area Chart
• Combo Charts
• Create and Format Line and Stacked Column Chart, Line and Clustered Column Chart
• Create and Format Ribbon Chart, Waterfall Chart, Funnel Chart

 

Visualizing KPI Data

• Create and Format Gauge Visual, KPI Visual
• Create and Format Card Visualization, Multi Row Card

 

Visualizing Tabular Data, Geographical Data & R Script Visual

• Create and Format Table Visual, Matrix Visualization
• Create and Format Map Visual, Filled Map Visual, Arc GIS Maps Visual
• Create and Format R Script Visual

 

Power BI Service

Power BI Service Introduction

• Power BI Service Introduction, Power BI Cloud Architecture
• Creating Power BI Service Account, SIGN IN to Power BI Service Account
• Publishing Reports to the Power BI service, Import / Getting the Report to PBI Service
• My Workspace / App Workspaces Tabs
• DATASETS, WORKBOOKS, REPORTS, DASHBOARDS
• Working with Datasets, Creating Reports in Cloud using Published Datasets
• Power BI Datasets Live Connection using Desktop
• Working with Workbooks, working with Reports, Sharing Reports

 

Dashboards Development

• Creating Dashboards
• Pin Visuals and Pin LIVE Report Pages to Dashboard
• Advantages of Dashboards
• Interacting with Dashboards
• Adding Tiles to Dashboards
• Web Content, Image, Text Box,Video
• Formatting Dashboard
• Sharing Dashboard

 

Data Gateways

• Introduction to Data Gateways
• How Data Gateways work
• Connect to an on premise Data Source by using a Data Gateway
• Download Data Gateway
• Installing a Data Gateway
• Types of Gateways
• On-premises Data Gateway, On-premises Data Gateway (personal mode)
• Manage Data Gateway
• Add and Remove Administrators
• Add Data Source, Add or Remove Users to a Data Source
• Refresh On PremiseData
• Configuring Automatic Refresh using Schedules

 

Collaboration in Power BI using App Workspace

• Introduction to App Workspaces
• Create an App Workspace
• Add Members to App Workspace to Collaborate
• App Workspace Access
• Admin, Member, Contributor

 

Sharing Power BI Content using Apps and Content Packs

• Introduction to App
• Publish an App
• Update a Published App
• Manage Content in App
• Include in App, Exclude in App
• Sharing App
• Entire Organization, Specific individuals or group
• Un publishing an App
• Content Pack Introduction
• Create Content Pack
• Sharing Content Packs
• Specific Groups, My Entire Organization
• Selecting the Content / Items to Publish or Share

 

Row Level Security in Power BI

• Introduction to Row Level Security
• Row Level Security (RLS) with DAX
• Manage Roles, Creating Roles, Testing Roles
• Adding Members to Roles in Power BI Service
• Dynamic Row Level Security
• Creating Users Table and Adding to the Model
• Capturing users using UserName () or UserPrincipalName () DAX Functions

 

 

 

SAP BUSINESSOBJECTS BUSINESS INTELLIGENCE

 

SAP BusinessObjects (BO) Business Intelligence is a reporting tool offered by SAP. SAP BO offers intelligent solutions that can be made use of by people ranging from analysts and other people who work with information to CEO’s.

1. Introduction:

• Understanding BusinessObjects Enterprise
• What is BusinessObjects Enterprise?
• Working with SAP BO Launchpad (Infoview