Microsoft Power BI - The Complete Masterclass [2023 EDITION]

1. Welcome!

This is a brief introductory video welcoming us to the course and what you will learn in this course, including the contents of Power BI and the extent of learning involved.

2. What Is Power BI?

Let's learn more about the tool Power BI, which is basically to transform, visualize, and analyze data.

3. Download and Install Power BI Desktop

This video demonstrates how to download, install, and configure any settings required for the Power BI Desktop.

4. Quick Interface Tour

This video illustrates the interface of Power BI Desktop so we can get familiar with the operations of Power BI.

5. Mini Project: Transform Data

Here, we will get started with a mini project to familiarize ourselves and get used to working on the Power BI Desktop and understanding the settings.

6. Mini Project: Visualize Data

After understanding the transformation of data concepts, we will now get acquainted with how to visualize data.

7. Mini Project: Creating a Data Model

In this lesson, we will understand how to create a data model and look at how to visualize data that is filtered.

8. Course Outline: What Will You Learn in This Course?

In this final video of this section, we will summarize what we have learned so far and also cover in detail the contents of the course going forward.

1. Creating Our Initial Project File

In this video, you will learn to create our initial project file and configure the settings before we begin our project.

2. Working with the Attached Project Files

The project lessons come with resource files for us to compare with what is being learned in case we are stuck in a lesson.

1. Exploring the Query Editor

In this video, you will learn more comprehensively about the report view, the data view, and the model view on the Power BI interface.

2. Connecting to Our Data Source

In this lesson, you will learn more about connecting our Power BI project with the data source.

3. Editing Rows

In this video, we will look at cleaning up data by learning to remove error fields, remove null values, and keep relevant rows to visualize data.

4. Changing Data Types

All Power BI columns have data stored in a specific data type. You will now learn how to change the data types to suit our requirements.

5. Replacing Values

In this lesson, we will understand how to replace values in a column and change the decimal point separator based on the locale.

6. Close and Apply

Here, before you learn how to connect our project with a second source file, you will learn how to save the data edited in the previous data source in the query editor. We will look at the APPLY and CLOSE buttons.

7. Connecting to a CSV File

As discussed earlier, we will now know how to connect the second data source file after learning to save our data on the query editor.

8. Connecting to a Webpage

You will learn how to connect Power BI with a website and retrieve data from the webpage for data visualization/analysis.

9. Extracting Characters

In this lesson, you will learn how we can extract specific information from a column that needs to be better structured.

10. Splitting and Merging Columns

In this lecture, we will understand how to split columns in a particular manner to visualize data better.

11. Creating Conditional Columns

Let's learn how to add new columns based on information obtained from already existing columns.

12. Creating Columns from Examples

After learning how to create our first conditional column, you will now learn how to create columns from existing columns smartly using the "columns from examples" option.

13. Merging Queries

In this lesson, you will learn more about merging queries from more data sources to visualize data better.

14. Pivoting and Unpivoting

Let's learn how to visualize our tables more efficiently using the pivoting and unpivoting options in Power BI Desktop.

15. Appending Queries

In this video, you will learn how to append queries where we have two or more tables with similar columns to combine the rows of two or more tables.

16. Practice and Solution: Population Table

This is a practice exercise and the solution for this course.

17. The Fact-Dimension-Model

In this lesson, you will learn more about the Star Schema, the Fact-Dimension-Model.

18. Practice: Load the Dimension Table

This is a practice exercise where we understand how to load the dimension table.

19. Organizing Our Queries in Groups

In this section, you will learn how to keep our queries a little more organized by creating a group of queries and moving queries into groups.

20. Entering Data Manually

In this lesson, you will learn how to manually enter data and accept or reject the changes we made.

21. Creating an Index Column

In this video, we will look at creating an index column, which we could do manually or use the add column option in the navigation bar.

22. Workflow and More Transformations

This video explains all the various workflow and transformation process options available on the interface.

23. Module Summary

This is a brief summarization of what you have learned so far in this section.

24. Practice Assignment 1

This is a practice assignment/exercise based on what you have learned thus far in these sections.

25. Practice Assignment 1 Solution

This is the solution to the practice assignment/exercise based on what you have learned thus far in these sections.

1. Advanced Editor - Best Practices

This video demonstrates how to use the advanced editor for best practices in data transformation for Power BI.

2. Performance: References Versus Duplicating

In this lesson, we will understand the options available for performance enhancement, using references versus duplicating data/tables.

3. Performance: Enable / Disable Load and Report Refresh

You will learn to keep the table load as minimal as possible using the enable/disable load and the refresh report options.

4. Group By

To report data faster, you will learn how to use the "group by" function.

5. Mathematical Operations

In this video, we will look at all the mathematical operations available to perform standard calculations in Power BI.

6. Run R Script

This lecture is about using the R language to transform our data in the Power Query editor.

7. Using Parameters to Dynamically Transform Data

Let's look at parameters that enable us to transform data dynamically.

8. M Formula Language: Basics

In the process of advanced data transformation, we will look at the formula M language in Power BI, a data transformation language developed by Microsoft.

9. M Formula Language: Values, Lists, and Tables

In this video, we will delve deeper into the M language and learn to transform values and create lists and tables in Power BI.

10. M Formula Language: Functions

Here, you will learn how to transform data using the M language, and we will do this using functions.

11. M Formula Language: More Functions and Steps

Let's learn how to keep the data load as small as possible if we want to optimize the performance. We will look at the functions and steps to help us do so.

1. Why a Data Model?

Here, we will understand a data model and the relationships between the tables we have loaded in Power BI.

2. Create and Edit Relationships

Let us understand how to connect tables using two or more tables by navigating to the model view.

3. One-to-Many and one-to-One Relationship

After learning how to edit our connections, you will learn to add properties to the relationship and delete a relationship.

4. Many-to-Many (m:n) Relationship

In this video, we will use examples to understand the many-to-many relationship better in Power BI.

5. Cross-Filter Direction

In this lesson, we will understand the cross-filter direction, single and bidirectional cross-filters, and how to change directions.

6. Activate and Deactivate Relationships

After learning about cross-filters, we will look at editing, activating, and deactivating relationships in our data model.

7. Module Summary

In this section, you learned how to create our model in Power BI, edit model relationships, and activate and deactivate relationships in models.

8. Practice Assignment 2

This is a practice assignment/exercise based on what you have learned thus far in this section.

9. Practice Assignment 2 Solution

This is the solution to practice assignment 2/exercise based on what you have learned thus far in this section.

1. Our First Visual

After transforming our data, shaping our data in the query editor, and creating our model, we will now look at how to make our reports.

2. The Format Tab

After learning how to create our first visual, we will now look at how we can format what we created using the format button on Power BI.

3. Understanding Tables

This video demonstrates how to insert a table into our visuals and manipulate data in the table for optimal presentation.

4. Conditional Formatting

Let's learn more about conditional formatting, which will help us better understand the data visualization we created.

5. The Pie Chart

In this video, we will look at the pie chart in detail and discuss some of the things we need to take care of while using the pie chart.

6. All about the Filter Visual

In this lesson, we will understand filtering in deeper detail, as this helps us create better visuals and helps us analyze data better.

7. The Filter Pane for Developers

Let's know more about the filter pane used by the developer, where they control which value should be displayed in the report.

8. Cross Filtering and Edit Interactions

In this video, you will learn more about the cross-filtering of data and interactions based on edits made to the data.

9. Practice Assignment 3

This is a practice assignment/exercise based on what you have learned thus far in this section.

10. Practice Assignment 3 Solution

This is the solution to practice assignment 2/exercise based on what you have learned thus far in this section.

11. Syncing Slicers across Pages

Let's learn how to duplicate pages and then create/change the data visualization criteria to generate different reports.

12. Creating Drilldowns

We will discuss an important concept in Power BI: the drilldown or the niche down of our data.

13. Creating Drill-Throughs

After learning all about the drill-down option in Power BI, we will now look at another alternative, the drill-through, which drills from one visual to another page in another visual.

14. The Treemap Visual

In this lecture, we will discuss using an important and useful visual, the treemap visual, effectively.

15. The Decomposition Tree

In this lesson, we will look at a new feature, the decomposition tree, which helps us interactively explore data.

16. Understanding the Matrix Visual

In this lesson, we will look at the matrix visual, which comprises rows, columns, and data manipulation to produce complex results.

17. Editing Pages

In this video, learn how to edit and design our pages to produce reports of optimal analysis and presentation.

18. Buttons and Actions

In this lesson, you will learn about a new and advanced feature that produces nicely presented and interactive reports, buttons, and actions.

19. Bookmarks to Customize Your Report

After learning about buttons and adding actions to the buttons to customize a report, we will now look at a bookmark, which is more precise and customizable to produce more fancy reports.

20. Analytics and Forecasts with Line Charts

In this lesson, we will discuss the different line charts to analyze and forecast outcomes based on data in Power BI.

21. Working with Custom Visuals

In this lesson, we will discuss more advanced visuals that allow us to analyze our data.

22. Get Data Using R Script and R Script Visual

In this video, we will discuss creating custom visuals using R-script visuals, which is pretty advanced.

23. Asking Questions - Q&A Visual

This lesson takes us through the concept of asking appropriate questions through the R script to manipulate data better and produce different reports.

24. Wrap Up - Data Visualization

This video is a summary of what you learned through the section. It discusses the different data visualization concepts learned above.

1. Python in Power BI - Plan of Attack

In this video, we will look at Python's power and use it within Power BI.

2. Setting Up Python for Power BI

This demonstrative video shows us how to download, install and set up Python for Power BI.

3. Transforming Data Using Python

Let's understand how to use Python with Power BI and also where Python can be used to enhance the capabilities of Power BI.

4. Creating Visualizations Using Python

Here, we will look at how we can use Python programming language within Power BI to visualize our data.

5. Violin Plots, Pair Plots and Ridge Plots Using Python

To make more advanced statistical analyses, you will learn how to use the famous Violin chart, pair plot, and ridge plot using the Seaborn package.

6. Machine Learning (BayesTextAnalyzer) Using Python

In this video, we will look at some of the more advanced features we can bring into Power BI using Python.

7. Performance and Troubleshooting

In this video, the author shares some quick tips about performance and troubleshooting and the troubles you can run into with Python.

1. Introduction

This video introduces us to calculated columns and measures and teaches us how to create our first DAX expression.

2. The Project Data

In this video, we will closely examine the data to be used in the project we will be working on in Power BI.

3. Measures Versus Calculated Columns

Here, we will look at creating measures versus calculated columns and understand their fundamental differences.

4. Automatically Creating a Date Table in DAX

In this video, we will look at the auto function of creating dates, which is the calendar function.

5. Calendar

After looking at the auto calendar for creating date tables, we will now look at the more manual way to create date tables.

6. Creating a Complete Date Table with Features

In this video, we will look at a simple way to create a table containing a date range and many additional date features.

7. Creating a Key Measure Table

After creating a date table, we will use a basic aggregation function and create a measure table.

8. Aggregation Functions

Here, you will learn more about one of the most basic but important functions, the aggregation function, for a measure to aggregate something.

9. The Different Versions of COUNT

Here, we will look at the sum function, a widespread function that is very simple to use in its basic version.

10. SUMX - Row-Based Calculations

In this video, you will learn more about the different versions of the aggregate functions, usually those with the X letter at the end, like SUMX and AVERAGEX functions.

1. CALCULATE - The Basics

In this video, you will learn more about the most important function of Power BI, the CALCULATE function, all the advanced functions are based on this function.

2. Changing the Context with FILTER

After learning about the basic CALCULATE function, we will now understand more about the FILTER function used in the CALCULATE function.

3. ALL

In this lesson, you will learn about the other ways to change the context within the CALCULATE FUNCTION; the first way is the ALL function.

4. ALLSELECT

After learning about the ALL function, we can change the context with the ALLSELECT function, which returns all rows in a table and ignores the filters applied.

5. ALLEXCEPT

In this lesson, you will learn about the ALLEXCEPT function, which returns all rows in a table except for those affected by specified column filters.

1. Introduction - Best Practices

This is a brief outline of the section and provides a few tips for best practices while creating visuals.

2. Show Empathy and Identify the Requirements

To create efficient reports, you will learn to identify the requirements of the users, stakeholders, and decision-makers.

3. Find the Most Suitable KPIs

After identifying the requirements, it is not time to decide and list which key performance indices to use.

4. Choose an Effective Visual

In this video, we will understand the factors considered while choosing the best visual to display results.

5. Make Use of Natural Reading Pattern

After identifying the requirements and choosing an effective set of visuals, we will look at laying out the elements in the report.

6. Tell a Story Using Visual Cues

In this video, we will look at the different visual cues available on Power BI to make our reports more interesting and stand out.

7. Avoid Chaos and Group Information

Let's understand the purpose of data visualization. You will learn to avoid chaos by too many visuals and learn the effective ways to eliminate chaos.

8. Wrap Up - Storytelling with Data

This video summarizes the concepts we learned in this section, creating effective visuals, avoiding chaos, and the following author-mentioned best practices.

1. How to Go On Now?

After learning how to create visuals, data transformation, choosing the right visual, and so on, we will now look at the next steps to use Power BI more effectively.

2. Power BI Pro Versus Premium and Signing Up

The options for those interested in publishing their content using Power BI include subscribing to Power BI Pro or Premium signup.

3. Exploring the Interface

Before diving deeper into Power BI Cloud, let's relook at the interface, which can change when we look at Power BI, which keeps changing.

4. Discovering Your Workspace

In this video, you will learn more about workspaces with which you can see all the workspaces you are a part of, work with others, or create a workspace.

5. Connecting Power BI Desktop and Cloud

Let's learn how to publish our report in the cloud. We have two ways to do it: the Power BI Desktop connected to the Cloud or the Pro account.

6. Understanding Datasets and Reports

In this video, we will explore reports and datasets in comprehensive detail.

7. Working on Reports

In this lesson, we will explore the interface of the report we created and the data sets.

8. Updating Reports from Power BI Desktop

You will learn how to download reports from the cloud, edit them, and republish them to the cloud.

9. Creating and Working with Workspaces

In this lesson, you will learn how to create and work on the workspaces that we created. We will look at the My Workspace and the workspace tabs.

10. Installing and Using a Data Gateway

To keep our data in the cloud updated, we need a gateway. You will learn what a gateway is and then install and use a data gateway.

11. Get Quick Insights

After learning how to create our reports and keeping our reports updated using the gateway, you will now learn to create dashboards to share data or reports publicly with our organization.

12. Creating Dashboards

This video demonstrates how to create our dashboards to read our reports efficiently and how to pin our visuals, which will let us create our dashboard first.

13. Sharing Our Results Through Apps

Let us learn the two ways of learning to share our reports and the dashboard, using the share button to provide access to the intended users.

14. Power BI Mobile App

This video demonstrates the Power BI app available for download and installation on our smartphones to read the reports we created.

15. Creating the Layout for the Mobile App

In this video, you will learn how to optimize the layout of our reports for the Power BI mobile application.

16. Wrap Up - Power BI Cloud

This video summarizes the learnings from this section, focusing on the workspaces, creating gateways, optimizing reports to be displayed on mobile phones, and so on.

1. Introduction

In this video, we will understand row-level security that is defined user-wise and how security can be defined for each user individually on a row level.

2. Creating a Row-Level Security

This video demonstrates how to create row-level security. The user can only see a certain amount of data based on the row security assigned.

3. Row-Level Security in the Cloud

After learning how to create row-level securities for users on Power BI Desktop, we will now learn how to define row security for users on the cloud.

4. Row-Level Security and Data Model

In this video, we will understand how row-level security works behind the scenes and what a data model does to ensure the proper security setup.

5. Dynamic Row-Level Security

In this video, you will learn how to implement row-level security using a table and dynamic row-level security.

6. Dynamic Many-to-Many RLS

Before implementing dynamic row-level security, you will learn how to modify the report to understand the row-level security better.

7. Hierarchical Row-Level Security

After learning to implement dynamic row-level security, we will now look at a more complex security structure: hierarchical row-level security.

1. JSON and REST API

In this video, we will look at more data sources we can use to connect to Power BI, specifically JSON and REST API.

2. Setting Up a Local MySQL Database

This video demonstrates elaborately how to set up a MySQL database locally in our system for use in Power BI.

3. Connecting to a MySQL Database in Power BI

This video demonstrates how to connect the MySQL database to Power BI.

4. Connecting to a SQL Database (PostgreSQL)

In this video, you will learn how to connect the PostgreSQL database software to Power BI.

1. Congratulations and Next Steps

This video is a final summarization of the course with a thank you note and conclusion from the author, who also talks about related topics we can learn to enhance our Power BI knowledge.