June 30 2021

Designing POWER BI dashboards

isidore Training

Designing dashboards POWER BI

Audience

8 Max

Duration

4 days

Price

1 200 €

Trainer

Frédéric Le Guen

The training

Objectives of the training
- Learn to manipulate data with modern tools like Power Query,
- Designing dynamic indicators with the DAX (Power Pivot),
- Formatting the indicators through Power BI visuals.
Participants
- Anyone with a good command of Excel looking to build more powerful dashboards in terms of speed and interaction between visuals.
Prerequisites
- Working with the Microsoft 365 version of Excel,
- Master the functions SEARCHV, NB.SI.ENS, SUM.SI.ENS,
- Know how to work with pivot tables and segments.
Pedagogy
- The pedagogy is based on the principle of group dynamics with alternating theoretical contributions, collective and individual reflection phases, exercises, case studies and observed situations,
- Training / Participative and interactive action: the participants are actors of their training in particular during the situation scenarios because they rely on their knowledge, experiences and will implement the new tools presented during the session.

The program

Data manipulation with Power Query (day 1/2)
- Presentation / History of the tool,
- Getting started, importing a simple csv file,
- Understand the logic of the Steps,
- How to navigate between the steps,
- Delete the steps,
- Different type of data
- Import of files in different formats (table, web page, database),
- Import files from a directory,
- Rotate / Unrotate data.
Data manipulation with Power Query (day 2/2)
- Segment into multiple columns/rows,
- Build conditional columns,
- Build queries by example,
- Merge several columns,
- Create a time table,
- Split a project into several requests,
- Merge / Group queries,
- Debugging a Power Query script,
- Create your own functions.
Creating measures in DAX (day 3)
- Understand the DAX logic,
- Notion of data model (dimension table, fact table),
- First measures applicable to the entire model,
- Specificity of the dates in DAX,
- Measures to compare with a previous period,
- Measurements to make percentages,
- Cumulative sum measures.
Managing Power BI visuals (Day 4)
- Basic visuals (bar charts, map, data table)
- Adding segments or time bars,
- Adding data to a map,
- Create pivot tables in visual,
- Modify the interactivity between the visuals,
- Add conditional formatting,
- Add a custom tooltip.

Frédéric LE GUEN - Consultant

Expert, Data analyst et Data mining senior

Professional skills

23 years of professional experience
Consultant (2011 to present)
- Power BI training missions (Dior, Derichebourg, Rolex, …),
- BI project manager for DAHER (Power BI, SQL Azure, Power Apps),
- BI project manager for GreenR Cab (Power BI, SQL Azure),
- Analysis of financial data of several companies (VBA Excel),
- Creation of activity monitoring reports for human resources (VBA Access),
- API creation.
Work in companies (large accounts)
from 1997 to 2011 (PSA, Banque Populaire, LCL, BNP Paribas)
- Data Analysts : Importing, Collecting, Extracting, Manipulating data,
- Construction of dashboards developed in connection with end users,
- Numerous developments of VBA applications (Excel/Access),
- Writing of user manuals, test scenarios.
Creation and animation of websites
www.excel-exercice.com
- Technical conception (Wordpress, CSS, PHP, HTML, MySQL),
- Traffic analysis (Google Analytics),
- Editor of all articles and video tutorials.
Publication (5 books) / Professor / Speaker
- Macros and VBA language : learn to program in Excel (version 4) (Editions ENI – 2017),
- Power Query and the M language (ENI Edition – 2016),
- Data Analysis and Visualization: Business Intelligence with Excel 2013 and Mastering Excel 2013 (Pearson Edition – 2013),
- Professor at ESSEC for 4 years,
- Speaker on Business Intelligence in Amsterdam, Montreal, Sofia.
Diplomas - Certification
- January 2011 : Microsoft MVP Excel (renewed every year),
- August 2017 : Microsoft Certification Data Analysis (70-779),
- May 1995 : MBA Sciences Economies.
Computer Skill
- Business Intelligence : Power Pivot, Power Query, 3D Map, Power BI Desktop
- Database : DB2, MySQL, SQL Server, SSAS, SSIS
- Office : Windows, Expert Office (Excel, Access, Word), OneNotes, Sharepoint
- Language: VBA Excel / Access, M language, DAX, Python, HTML, CSS, PHP, COBOL, JCL