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Build a Data Model for Analysis in Power BI

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4.00 Credits

Member Price $149.00

Non-Member Price $149.00

Overview

This intensive 4-hour course offers a deep dive into data modeling in Power BI, with a focus on Microsoft Excel’s Power Pivot but applicable to Power BI Desktop. Designed for professionals looking to enhance their data analysis skills, the course covers the essential aspects of building robust, efficient data models. Participants will learn how to integrate different data sources, create meaningful relationships, and develop insightful metrics to drive business decisions.

Participants will explore various aspects of data modeling such as establishing relationships, creating calculated columns, and understanding the intricacies of basic DAX (Data Analysis Expressions) measures. These skills are vital for anyone looking to extract meaningful insights from large and complex datasets.

Attendees will be introduced to advanced concepts such as the strategic use of calculated columns versus measures, and the differentiation between explicit and implicit measures. This knowledge is crucial for developing sophisticated data models that not only provide accurate results but are also efficient in terms of performance. The course will also cover the creation and use of hierarchies and Key Performance Indicators (KPIs), essential for any robust data analysis framework. To ensure that the learning is well-rounded and applicable, the course includes practical exercises in using pivot tables within Power BI. This helps in validating and enhancing the measures and models created, ensuring they are robust and reliable for real-world application.

“Build a Data Model for Analysis in Power BI” is an essential course for professionals aiming to leverage the full potential of Power BI ‘s data model. Whether you’re looking to streamline your data analysis process, enhance your reporting capabilities, or drive insightful business decisions, this course will equip you with the necessary skills and knowledge.

This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.



Delivery Method: Individual webcast
CPE Credit: Computer software & applications
Program Level: Intermediate

This course is being offered by a 3rd party vendor and will not be accessible on your My CPE page. Webinar access information will be emailed directly to you by CPA Crossings.

Highlights

The major topics that will be covered in this class include:

  • Data Modeling Essentials: Understanding the core concepts of data modeling in Power BI, including integration of various data sources.
  • Building Relationships: Techniques to establish and manage relationships between different data sets.
  • Calculated Columns and Basic DAX Measures: Introduction to DAX (Data Analysis Expressions) and its application in creating calculated columns and basic measures.
  • Calculated Columns vs Measures: Insights into when to use calculated columns and when to opt for measures.
  • Explicit vs Implicit Measures: Understanding the difference and appropriate application of explicit and implicit measures in data analysis.
  • Hierarchies in Data: Creating and utilizing hierarchies to enhance data analysis and reporting.
  • Using Pivot Tables to Validate Measures: Practical skills in using pivot tables within Power BI to validate and refine measures.

Prerequisites

Attended a Pivot Table course or experience using Pivot Tables

Designed For

Anyone interested in mastering data modeling techniques using Microsoft Power BI.

Objectives

After attending this presentation, you will be able to...

  • Apply fundamental principles of data modeling in Power BI to integrate various data sources effectively.
  • Determine the most appropriate scenarios for using calculated columns versus measures in Power BI data analysis.
  • Choose and implement the correct type of DAX measures (explicit or implicit) for specific data modeling needs.
  • Use pivot tables in Power BI to validate and refine data measures, ensuring accuracy and reliability in reporting.

Preparation

Download the handout and practice material prior to course

Leader(s):

Leader Bios

Bryan Smith, Virtual Chief Information Officer, CPA Crossings, LLC

Bryan Smith, CPA.CITP, CISA, is the co-founder of CPA Crossings, LLC, (est. 2001), which specializes in helping accounting, tax and financial professionals leverage technology to increase the quality and efficiency of their services.

He has spent more than 30 years helping CPAs with the implementation of technology to automate business processes. He is a nationally-recognized speaker and author on technology issues affecting the CPA profession, with an emphasis on IT security, Excel spreadsheet design and business intelligence (BI). 

Bryan, who has a Master of Science in information assurance, is a member of the Information System Audit and Control Association and is a past chair of task forces for the Michigan Association of CPAs.

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Non-Member Price $149.00

Member Price $149.00