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Power BI (Part I): Building Interactive Dashboards

Created by Lenny Wu, Last Updated 22-Nov-2020, Language:English

Power BI (Part I): Building Interactive Dashboards

Building Interactive Dashboards

Created by Lenny Wu, Last Updated 22-Nov-2020, Language:English

What Will I Get ?

  • Discover Power BI as leader in Business Intelligence platforms
  • Explore how to add automated commentaries to Power BI dashboard
  • Discover essential visuals to make your dashboard interactive
  • Recognize powerful function in Power BI to cross filter dashboard visuals
  • Identify the best practices in Power BI dashboards

Requirements

  • Some background using Power Query and/or Power Pivot in Excel is preferred.
  • Example: be able to connect to external files and load to Power Query and/or Power Pivot.

Description

The course is presented in four parts.

First, brief introduction to Power BI, how to install it, and compare Power BI dashboard with Excel charts, and other BI tools:

With    Excel:

  • More visuals and charts in Power BI;
    Power BI allows users to type their questions and get instant answers, in the form of charts, which is not possible in Excel.
  • Charts are slicers in Power BI

With  other BI tools:

  • No. 1 leader on the Gartner Magic Quadrant (2020)
  • Connects to over 130 data sources, and counting
  • Monthly updates on Power BI, not annually nor quarterly like others 

Second part is to review what we learned in Power Query and Power Pivot, and how they function inside the Power BI environment.

Power Query: Advanced query editor, add a column from example, unpivot

Power Pivot: relationship, DAX formulas, Measures, fact/dimension tables

New DAX measure for commentaries in Part III below

  • FORMAT()
       

Third, we demonstrate how to build a dashboard based on data warehouse by using the following visuals:

  • Table
  • Card
  • Slicer    & cross filter
  • Map        
  • Play    Axis    
  • Commentaries
  • Q&A        

Last, we conclude our webinar with:  

  • Best practices in building a dashboard, and

  •  Segue to next part of Power BI (Part II): Sharing “On-Demand”    Dashboards

Course Content

Lenny Wu

Lenny Wu was a Lecturer at Tsinghua University in Beijing, China. He also sat as an Examiner for the International English Language Testing System (or IELTS) in the 1990s. On top of these, he is an exam trainer for various high profile exams, such as GRE (or Graduate Record Examination), GMAT (or Graduate Management Admission Test), TOEFL (or Test of English as a Foreign Language),  and math contests such as Euler, Gauss and Pascal. He has published books on test taking strategies. 

Lenny received his MBA, Finance from The George Washington University in Washington, DC, USA, and currently is a Senior Financial Analyst with an international engineering company in Vancouver, BC, Canada.

Lenny's motto at work is "Don’t work hard, work smart". Lenny has passion in teaching how to build your own "robot" into everyday office work. He has over over 22 years working with Microsoft Excel, and he is a modeling expert in Power Query, Power Pivot, and Power BI.

Lenny is a big proponent of OCR (One-click Reporting), and SSR (Self-service Reporting).