1. Power BI Basics
At the outset, participants prepare the environment and place Power BI within the context of business analysis. The section includes installation of the application and a practical orientation to the interface, showing how the tool supports analytical work from the first steps.
- installation of Power BI,
- introduction to the program and business analysis.
2. Importing external data into Power BI
Importing data from different sources is the first operational step in building a Power BI solution. The section covers loading .xlsx and .csv files, connecting to MS Access and SQL Server databases, and using data models previously created in MS Excel.
- .xlsx and .csv files,
- data from MS Access and SQL Server databases,
- data models created in MS Excel.
3. Data editing in Power BI
Before analysis starts, data usually needs reshaping to fit the model and reporting logic. This section covers query transformation, creating custom columns, sorting data in Power BI, and combining datasets to prepare consistent structures for later calculations and visualizations.
- query transformation,
- working with custom columns,
- data sorting in Power BI,
- combining data in Power BI.
4. Power BI as a tool for data visualization
Power BI is used here as the reporting layer where processed data is turned into readable analytical output. The focus is on methods of using transformed datasets and on combining advanced visualizations so that multiple views work together within one coherent report.
- methods of processed data,
- combining advanced visualizations in Power BI.
5. Basic information concerning the DAX language
A well-structured data model is the starting point for effective work with DAX and pivot-style analysis. This section explains core concepts, typical applications, rules for organizing data, and the relationships between tables that determine how calculations and summaries behave.
- what is a data model?
- application and possibilities,
- basic concepts,
- good principles in data organization,
- relationships between tables, pivot tables.
6. Working in the DAX language
Building formulas in DAX requires understanding how the data model, data types, relationships and filtering affect results. This part explains active and inactive relationships, operators, calculated columns, calculated measures, their differences, and the role of queries when creating or modifying expressions.
- data model,
- data types,
- relationships:
- filtering,
- calculated columns:
- the concept of calculated columns,
- preparing and modifying columns,
- operators,
- calculated measures:
- explanation,
- calculated measures vs. calculated columns,
- preparing and modifying measures,
- queries,
- DAX language formulas.
7. Useful functions of the DAX language
DAX function groups are presented in the context of everyday analytical work rather than as isolated syntax elements. Participants use aggregating, text, statistical, logical, date and time, and filtering functions, including CALCULATE, FILTER, RELATED and RANKX, to build practical expressions.
- aggregating: AVERAGE, COUNT, MAX, MIN, SUM, etc.,
- text: FIND, FORMAT, REPLACE, RIGHT, SEARCH, VALUE, etc.,
- statistical: RANKX,
- logical: AND, FALSE, IF, NOT, OR, SWITCH, TRUE,
- date and time: CALENDAR, DATE, DAY, HOUR, MINUTE, MONTH, NOW, SECOND, TIME, TIMEVALUE, TODAY,
- filtering: ALL, CALCULATE, FILTER, RELATED, VALUES and others.
8. Tables
Working with dedicated tables extends model flexibility beyond source data and supports more controlled calculations. The section includes parameter tables, calculation tables, and the use of filter functions to shape context and influence how measures respond in analysis.
- parameter tables,
- calculation tables,
- filters and working with them:
9. Hierarchies
Hierarchies help organize dimensions into levels that support clearer navigation and more precise analysis in reports. The section covers automatic hierarchies, creating custom structures, filtering data within hierarchy paths, and adjusting existing hierarchies to match reporting needs.
- automatic hierarchies,
- creating hierarchies,
- filtering data with respect to hierarchies,
- modifying hierarchies.
10. Time Intelligence in DAX
Time intelligence in DAX focuses on building a reliable calendar table, including proper sorting and date structure required by time-based calculations. It then applies functions such as SAMEPERIODLASTYEAR, DATEADD, DATESBETWEEN and TOTALYTD, TOTALMTD, TOTALQTD to compare periods and calculate cumulative results.
- preparation of the calendar table,
- sorting of the calendar table,
- functions:
- FIRSTDATE,
- LASTDATE,
- SAMEPERIODLASTYEAR,
- PREVIOUSYEAR,
- PREVIOUSMONTH,
- PREVIOUSDAY,
- DATESBETWEEN,
- DATEADD,
- DATEDIFF,
- TOTALYTD,
- TOTALMTD,
- TOTALQTD.