Power BI Advanced - Custom 2 days Training Course

1. Power BI Fundamentals — Quick Recap

Reinforce core Power BI concepts and establish a shared foundation before delving into advanced scenarios.

2. Advanced Modeling Patterns

Discover how to design resilient Power BI models that address complex, real-world business challenges.

• Structure Header–Detail models for scenarios like Orders and Order Lines

• Integrate multiple business processes into a unified analytical model

• Leverage shared dimensions across Sales, Forecast, Inventory, and other fact tables

• Manage data stored at varying levels of granularity

• Effectively combine Actual, Budget, and Forecast data

• Navigate many-to-many business relationships

• Utilise bridge tables to resolve complex relationship structures

3. Composite Models

Learn how to merge centralised enterprise data with local or specialised business data, avoiding the need to rebuild models from scratch.

• Select the optimal storage mode among Import, DirectQuery, and Dual

• Grasp the architecture of Composite Models

• Establish direct connections to existing Power BI semantic models

• Blend centrally managed data with locally managed information

• Augment enterprise semantic models with additional business insights

• Incorporate local tables and specific business calculations

• Consider the performance and design implications of Composite Models

4. Mastering CALCULATE & DAX Evaluation Context

Deepen your DAX expertise to build reliable calculations that meet complex analytical demands.

• Explore CALCULATE, a critical function in the DAX language

• Understand how report selections impact calculation results

• Manage and adjust filters within business measures

• Distinguish between Row Context and Filter Context

• Understand Context Transition and its significance

• Leverage Context Transition with iterators for advanced calculations

5. Advanced Time Intelligence & DAX Patterns

Go beyond basic calculations to address analytical scenarios involving time, open transactions, and shifting business conditions.

Time-Based Analysis

• Create and utilise a Calendar table

• Understand the impact of dates and reporting periods on calculations

• Compute YTD, MTD, and previous-period metrics

• Develop rolling-period calculations

• Benchmark current performance against previous and comparable periods

• Get introduced to Calendar-Based Time Intelligence

Facts in Progress

• Analyse business processes defined by Start and End Dates

• Report on open orders, active projects, contracts, and similar use cases

• Determine what was active at a specific point in time

• Analyse items active during a specific reporting period

• Calculate the volume and value of business items currently in progress

6. Calculation Groups

Learn techniques to streamline large Power BI models and create reusable calculation logic.

• Understand the concepts of Calculation Groups and Calculation Items

• Minimise repetitive measures within a semantic model

• Dynamically apply identical calculations to multiple business metrics

• Use SELECTEDMEASURE() to build reusable logic

• Construct reusable Time Intelligence calculations

7. Visual Calculations

Explore an intuitive method for creating calculations directly within Power BI visuals.

• Understand the definition and application scope of Visual Calculations

• Compare Visual Calculations against traditional DAX measures

• Develop calculations based on the visual's structure

• Execute calculations across rows, columns, and categories

• Apply Visual Calculations to real-world reporting tasks

• Determine when to use Visual Calculations versus model-level measures

8. Power BI Optimization

Gain insight into the internal workings of Power BI and identify opportunities to enhance model and report performance.

Understanding the Power BI Engine

• Discover how Power BI stores and processes data via VertiPaq

• Understand how data volume, cardinality, and data types impact performance

• Learn how model design affects report speed and model size

• Differentiate between Formula Engine and Storage Engine operations

Analyzing Performance with DAX Studio

• Pinpoint slow or resource-intensive calculations

• Review model size and data distribution

• Investigate performance bottlenecks

• Leverage performance data to refine models and measures

Managing Models with Tabular Editor

• Examine and manage semantic model metadata

• Execute model changes with greater efficiency

• Manage Calculation Groups

• Utilise the Best Practice Analyzer to find areas for improvement

9. Enterprise Semantic Model Management

Learn how to securely refresh, manage, and promote Power BI solutions across enterprise environments.

Efficient Data Refresh

• Understand the mechanics of Incremental Refresh

• Refresh only the data that has been modified

• Define historical and refresh windows

• Understand the role of partitions in managing large datasets

• Implement Incremental Refresh in large enterprise models

Dynamic Row-Level Security

• Provide personalised data access based on the signed-in user

• Transition from static to dynamic security models

• Construct security mapping tables

• Utilise user identity to control data access

• Test and verify security rules

Deployment Pipelines

• Administer Power BI content across Development, Test, and Production stages

• Understand the structure of pipeline stages

• Compare changes between different environments

• Deploy reports and semantic models in a controlled manner

• Set up environment-specific configurations

• Support a structured enterprise release workflow