On Demand Webinar
Webinar Details $219
- Webinar Length: 100 Minutes
- Guest Speaker: Mike Thomas
- Topic: Business Administration, Business Skills, Software, Taxation and Accounting
- Credit: CPE 2.0, ATATX 1.5
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- Connect data sources (Excel, databases, text files, etc.) to Power BI
- Elevate your reports with engaging visual elements
- Apply professional formatting, including colors, fonts, and styles, to your reports
- Streamline report updates when the underlying dataset changes
- Create interactive filters to enhance report interactivity
- Automate data preparation
- Easily share your reports with colleagues
- Introduction
- What Is Power Bi? 00:02:45
- PBIX Files 06:29
- Power Bi Desktop 00:09:14
- Sales Report File 00:11:23
- Updating To The Web 00:18:49
- How To Create A New Power BI File 00:20:27
- Updating Currency Rates 00:30:10
- Creating A Visual 00:31:27
- Publishing The Report 00:36:49
- Managing Access 00:43:06
- The Edit Option 00:46:52
- Cleaning Up The Data 00:54:15
- Pulling Data 01:01:34
- Building Another Report From Scratch 01:06:30
- Transform Data - Refresh 01:17:21
- Visuals - Power BI Dashboard Card 01:19:11
- Manage Relationships Function 01:28:29
- Visuals - Charts & Slicers 01:30:50
- Speaker Info 01:39:56
- Presentation Slides 01:40:40
- .CSV 00:10:23
- .PBIX 00:06:34, 00:11:34, 00:53:33
- Bar Chart 00:33:00
- Column 00:31:59, 00:33:59, 00:54:39, 00:57:55, 01:09:15, 01:10:01, 01:21:34
- Column Chart 01:32:28
- Column Heading 00:34:06
- Dashboard 00:03:52
- Field 00:32:51
- Filter 00:05:49, 01:33:44
- Formula 01:00:26
- Microsoft 365 00:37:10
- PDF 00:10:35
- Pie Chart 01:30:57
- Power BI 00:00:06, 00:03:35, 00:08:07, 00:36:51, 01:04:50, 01:21:45
- Power BI Dashboard Card 00:13:56, 00:31:46, 01:19:17
- Power BI Desktop 00:07:19, 00:41:56, 00:49:17
- Power BI Semantic Model 00:40:19
- Power BI Workspace 00:18:52, 00:20:46, 00:37:25
- Power Query 00:55:45
- Power Query Editor 00:55:26, 01:09:48, 01:13:29, 01:29:33
- Query 01:18:48
- Refresh 00:19:46, 00:30:21, 00:42:39, 00:53:02, 01:05:08, 01:17:31
- Row 01:09:17
- Slicer 01:33:43
- Table 00:10:36, 00:12:27, 00:26:45, 00:29:01, 00:54:31, 01:00:00, 01:09:38
.CSV: Comma-Separated Value files are text files where each field of data is separated by a comma. This is an effective means to export data from QuickBooks that you, in turn, wish to analyze in Excel.
.PBIX: The file extension for Power BI files is “.pbix”. The .pbix files are highly compressed file types that contain all the graphics along with the actual data.
Bar Chart: A bar chart (also called a bar graph) is a great way to visually display certain types of information, such as changes over time or differences in size, volume, or amount. Bar charts can be horizontal or vertical; in Excel, the vertical version is referred to as a column chart.
Column: A column is a vertical series of cells in a chart, table, or spreadsheet in Excel.
Column Chart: A column chart is a graphic representation of data. Column charts display vertical bars going across the chart horizontally, with the values axis being displayed on the left side of the chart.
Column Headings : The column heading or column header is the gray-colored row containing the letters (A, B, C, etc.) used to identify each column in the worksheet. The column header is located above row 1 in the worksheet.
Dashboard: An Excel dashboard is a one-pager (mostly, but not always necessary) that helps managers and business leaders in tracking key KPIs or metrics and take a decision based on them. It contains charts/tables/views that are backed by data. A dashboard is often called a report, however, not all reports are dashboards.
Field: In a PivotTable or PivotChart, a category of data that is derived from a field in the source data. PivotTables have row, column, page, and data fields. PivotCharts have series, category, page, and data fields.
Filter: The Filter feature in Excel allows you to show or hide rows within a list of data by making selections from drop-down lists. The Filter feature is available on the Data tab of all versions of Excel as well under the Sort & Filter command on the Home menu.
Formula: A formula is an expression which calculates the value of a cell.
Microsoft 365: Microsoft 365, formerly Office 365, is a line of subscription services offered by Microsoft which adds to and includes the Microsoft Office product line.
PDF: Portable Document Format, a universal document format created by Adobe that allows cross-platform compatibility of documents.
Pie Chart: A pie chart is a circular representation that reflects the numbers of a single row or single column of Excel. The individual numbers are called data points (or categories) and a list (row or column) of numbers is called a data series.
Power BI: Power BI is an interactive data visualization software product developed by Microsoft with a primary focus on business intelligence. It is part of the Microsoft Power Platform
Power BI Dashboard Card: The Power BI Dashboard card allows organizations to display dashboards from the Microsoft Power BI visualization tool, which includes various custom data visualization charts.
Power BI Desktop: Power BI Desktop is a free application you install on your local computer that lets you connect to, transform, and visualize your data. With Power BI Desktop, you can connect to multiple different sources of data, and combine them (often called modeling) into a data model.
Power BI Semantic Model: Power BI semantic models represent a source of data ready for reporting, visualization, discovery, and consumption. Power BI semantic models provide: The ability to expand warehousing constructs to include hierarchies, descriptions, relationships. This allows deeper semantic understanding of a domain.
Power BI Workspace: Workspaces are created on capacities. Essentially, they are containers for dashboards, reports, workbooks, datasets, and dataflows in Power BI. There are two types of workspaces: My workspace and workspaces. My workspace is the personal workspace for any Power BI customer to work with your own content.
Power Query: Power Query is a data connection technology that enables you to discover, connect, combine, and refine data sources to meet your analysis needs. Features in Power Query are available in Excel and Power BI Desktop. Power Query is one of three data analysis tools available in Excel: Power Pivot.
Power Query Editor: Power BI Desktop also comes with Power Query Editor. Use Power Query Editor to connect to one or many data sources, shape and transform the data to meet your needs, then load that model into Power BI Desktop.
Query: A database query extracts data from a database and formats it in a readable form. A query must be written in the language the database requires; usually, that language is Structured Query Language (SQL). For example, when you want data from a database, you use a query to request that specific information.
Refresh: The Refresh command appears on the Options tab of Excel 2007 and 2010 as well as the Analyze tab of Excel 2013. Pivot tables store a snapshot of the underlying source data, so they don’t immediately reflect changes to said data. You must periodically refresh any pivot table to ensure it reflects any changes to the source data.
Row: A row is the range of cells that go across (horizontal) the spreadsheet/worksheet. Rows are identified by numbers e.g. row 1, row 5. Examples of use. A row might contain the headings of a table e.g. product ID, product name, price, number sold.
Slicer: You can insert slicers in Excel to quickly and easily filter pivot tables. Slicers were introduced in Excel 2010, and they make it easy to change multiple pivot tables with a single click
Table: A table is an arrangement of data in rows and columns, or possibly in a more complex structure. Tables are widely used in communication, research, and data analysis. Tables appear in print media, handwritten notes, computer software, architectural ornamentation, traffic signs, and many other places.
