Detailed List of Topics for Excel and Power BI Event
Concepts
- Purpose
- Common principles
- Common Features
- Which one to use when and why
- Good / Bad Data
- Excel and Power BI components
Excel
- Import and Clean-up
- Get and Transform
- Power query add-in
- Revisit ETL Macros
- Large data – Data Model
- VLOOKUP – Relationships
- Pivot tables
- Handling more than 1 million rows
- 5 Pivot Table best practices
- Why you must use GetPivotData
- Publishing pivot tables on SharePoint
Common topics
- Import and Cleanup
- Multi-CSV consolidation
- Unpivot
- Data Types
- Date formatting
- Append queries
- Merging queries
- Joins and Anti-Join
- Data Modelling / Shaping
- Data types
- Summarization
- Hide / show fields
- Data categories
- Sort by
- Creating Relationships
- Grouping
- Hierarchies
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Power BI
- Moving to Power BI
- Importing Excel Data model
- Quick Walkthrough
- Common mistakes
- Visualizations
- Visuals and field options
- Which tool to use when
- Cross-filtering
- Drill-down modes
- Storytelling with bookmarks
- AI Visuals
- Q&A
- Decomposition Tree
- Explain Increase/ Decrease
- Introduction to DAX
- Quick Measures
- Calculated Columns
- Measures
- Time Intelligence
- Power BI Structure
- Dataset
- Dataflow
- Report
- Dashboard
- Sharing reports
- PBIX files
- Dashboard sharing
- Embedding
- Publish on web
- Export to PPT / PDF
- Role based security
- Automatic Refresh
- Excel and Power BI integration
- Stop CSV dumps
- Use Certified datasets
Possible Next Steps
- Register with Power BI
- Use PBI Desktop
- Combine reports
- What NOT to do on Power BI
- How to conduct a Power BI Pilot