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DAX course – data modeling and measure creation in Power BI

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Training process

Training needs analysis

If you have specific requirements regarding the training programme, we will carry out a training needs analysis for you. This will guide us on which aspects of the programme should receive greater emphasis, so that the training programme meets your specific needs.

What will you gain?

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Efficient data import - You will learn how to load data from Excel and CSV files, Access and SQL Server databases, and Excel data models, so you can build reports faster from multiple sources.

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Better data preparation - You will master query transformations, custom columns, data sorting, and table merges, which will help you prepare a clean and consistent dataset for further analysis.

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Clearer visual reports - You will learn how to combine advanced visuals in Power BI to present results more clearly, making your reports easier to understand and more useful for decision-making.

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Reliable data model - You will understand how to design a data model, organize tables, and use active and inactive relationships, helping you avoid errors and inconsistent analytical results.

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Confident DAX work - You will learn to create and modify calculated columns and measures, understand when to use each one, and write DAX formulas that give you better control over calculations.

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Useful DAX functions - You will practice aggregate, text, logical, statistical, date and time, and filtering functions, so you can build measures that answer real business questions.

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More control with tables - You will work with parameter tables, calculated tables, filters, and hierarchies, allowing you to create more flexible reports and a smoother analysis experience for users.

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Time-based analysis - You will learn to prepare a calendar table and use Time Intelligence functions to compare periods, calculate running totals, and track changes over time in your reports.

Training programme

1. Power BI Basics

  • installation of Power BI,
  • introduction to the program and business analysis.

2. Importing external data into Power BI

  • .xlsx and .csv files,
  • data from MS Access and SQL Server databases,
  • data models created in MS Excel.

3. Data editing in Power BI

  • 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

  • methods of processed data,
  • combining advanced visualizations in Power BI.

5. Basic information concerning the DAX language

  • 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

  • data model,
  • data types,
  • relationships:
    • active,
    • inactive,
  • 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

  • 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

  • parameter tables,
  • calculation tables,
  • filters and working with them:
    • filter functions.

9. Hierarchies

  • automatic hierarchies,
  • creating hierarchies,
  • filtering data with respect to hierarchies,
  • modifying hierarchies.

10. Time Intelligence in DAX

  • preparation of the calendar table,
  • sorting of the calendar table,
  • functions:
    • FIRSTDATE,
    • LASTDATE,
    • SAMEPERIODLASTYEAR,
    • PREVIOUSYEAR,
    • PREVIOUSMONTH,
    • PREVIOUSDAY,
    • DATESBETWEEN,
    • DATEADD,
    • DATEDIFF,
    • TOTALYTD,
    • TOTALMTD,
    • TOTALQTD.

What are the prerequisites for participating in the training?

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Excel basics - You should be comfortable working with worksheets, tables, and basic formulas in Excel so you can better understand data sources and the analysis logic covered in training.

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Tabular data handling - You should understand how data is arranged in rows and columns, recognize headers, and spot common table issues so you can prepare data efficiently for modeling and reporting.

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Business analysis basics - You should understand what indicators, aggregations, and comparisons are used for in reports so you can build DAX measures more easily and interpret Power BI results correctly.

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Computer literacy - You should be comfortable installing software, managing files, and navigating Windows applications so you can complete Power BI exercises smoothly during the training.