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Power BI Advanced

This advanced Power BI course focuses on building more reliable data models using proper relationships, filter flow, fiscal and calendar date tables, Row-Level Security, and more.

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  • 6 hours

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Class Description

Description

This advanced Power BI course is designed for people who have some experience building reports, but want to better understand how Power BI handles data behind the scenes. You’ll learn to build better data models (using the correct relationships and filter flow) to make reports more reliable by ensuring totals, filters, and calculations behave the way you want. 

 In this training, you will build data models using hierarchies, custom sort orders, and reusable date tables that support both fiscal and calendar year reporting. You will deepen your DAX knowledge by working with parameters, inactive relationships, and context-aware calculations, while learning when logic belongs in the data model versus in a DAX measure. You will also implement Row-Level Security (RLS), including dynamic security based on the logged-in user, to control data access in shared reports. 

 You will learn how to connect Power BI to databases, understand Import versus DirectQuery tradeoffs, and improve performance as you learn about query folding. By the end of the course, you will be better prepared to troubleshoot common modeling issues, publish secure datasets, and apply best practices that align with Microsoft’s PL-300 Power BI Data Analyst Associate certification.

What You Will Learn

  • Build better data models by understanding relationships, cardinality, and cross-filter direction
  • Design reliable data models and avoid common modeling mistakes
  • Create and use hierarchies to organize and drill into data
  • Control visual order with custom sort columns
  • Create reusable date tables supporting fiscal and calendar years
  • Add parameters to make reports interactive and flexible
  • Implement Row-Level Security (RLS) with Static and Dynamic roles

Course Outline

Hierarchies

  • Grouping Data with Hierarchies
  • Creating & Using Hierarchies

Custom Sort Order

  • Default vs Custom Sorting
  • Making & Using a Custom Sort Order

Date Tables and Fiscal Calendars

  • Dates & Date Tables
  • Fiscal Year vs Calendar Year
  • Creating Date Hierarchies
  • Sorting Date Columns

Diving Deeper into Data Modeling

  • Data Modeling vs DAX
  • Common Mistakes

Relationships & Cross-Filter Direction

  • One to Many (1:*) Relationships
  • Cross-Filter Direction
  • Many to Many & Bi-Directional Filtering
  • Troubleshooting Data Modeling Problems

Parameters

  • Creating & Using Parameters
  • Formerly called “What-If parameters”

Inactive Relationships & USERELATIONSHIP()

  • Active vs Inactive Relationships
  • Using USERELATIONSHIP()

Row-Level Security (RLS)

  • Setting Up Row-Level Security (RLS)
  • Static and Dynamic Roles
  • Configuring RLS in the Power BI Service

Power BI Certification

  • About the Microsoft Certified Power BI Data Analyst Associate PL-300 Exam
  • PL-300 Exam Information and Resources

Working with Databases

  • Connecting to a Database
  • Import vs DirectQuery
  • Query Folding (Optimizing Query Performance)

Remote Learning

This course is available for "remote" learning and will be available to anyone with access to an internet device with a microphone (this includes most models of computers, tablets). Classes will take place with a "Live" instructor at the date/times listed below.

Upon registration, the instructor will send along additional information about how to log-on and participate in the class.

Syllabus

Hierarchies

  • Grouping Data with Hierarchies
  • Creating & Using Hierarchies

Custom Sort Order

  • Default vs Custom Sorting
  • Making & Using a Custom Sort Order

Date Tables and Fiscal Calendars

  • Dates & Date Tables
  • Fiscal Year vs Calendar Year
  • Creating Date Hierarchies
  • Sorting Date Columns

Diving Deeper into Data Modeling

  • Data Modeling vs DAX
  • Common Mistakes

Relationships & Cross-Filter Direction

  • One to Many (1:*) Relationships
  • Cross-Filter Direction
  • Many to Many & Bi-Directional Filtering
  • Troubleshooting Data Modeling Problems

Parameters

  • Creating & Using Parameters
  • Formerly called “What-If parameters”

Inactive Relationships & USERELATIONSHIP()

  • Active vs Inactive Relationships
  • Using USERELATIONSHIP()

Row-Level Security (RLS)

  • Setting Up Row-Level Security (RLS)
  • Static and Dynamic Roles
  • Configuring RLS in the Power BI Service

Power BI Certification

  • About the Microsoft Certified Power BI Data Analyst Associate PL-300 Exam
  • PL-300 Exam Information and Resources

Working with Databases

  • Connecting to a Database
  • Import vs DirectQuery
  • Query Folding (Optimizing Query Performance)

Refund Policy

  • Students may cancel up to 14 days before the class/program start date and receive a refund, less the registration fee (10% of the undiscounted course price). 
  • Cancellations within 14 days are not permitted, but students may reschedule up to three business days before the class start date.
  • For cancellations and reschedules, please email us at [email protected]

In any event where a customer wants to cancel their enrollment and is eligible for a full refund, a 5% processing fee will be deducted from the refund amount.

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