Duration
Data Visualization and Storytelling
3 days
INTRODUCTION
Access the information you need when you need it through visually stunning dashboards and reports. Learn how to analyze and display data using Power BI and make better, more data-driven decisions.
COURSE OBJECTIVES By the end of this course you will be able to:
- Understand technology eco system for data visualization.
- Use design principles for effective data visualization.
- Choose the right framework for the right context and for right audience.
- Determine appropriate visualization for drawing attention to core ideas.
- Create compelling narratives for the audience.
- How to use Microsoft Power Query
- How to use Power Pivot in Excel
- Understand the Power Business Intelligence (BI)
- Combine multiple data sources into one dataset.
- Build interactive reports.
- Perform forecasting & What-If analysis
- Connect the data to the dashboard, BI tool, or data warehouse of your choice
METHODOLOGY
Case Study & Group Discussion. Current financial & business cases will be analyzed, and scenario solutions will be discussed within the workshop.
WHO SHOULD ATTEND?
Entrepreneurs, Bankers, Accountants, CFO, CEO, Business Managers, Marketing Managers, Supervisors, and Managers, Hr managers, Department heads & Operation heads.
Special Feature: NOTE: Please bring laptop along.
Module 1: Data Collection Process
- Explore and manage large data sets.
- How data is collected.
- Tools to be used to collect data.
- Data collection automation.
- Best practices on data collection and storage.
Module 2: Advanced Pivot Table Reporting
- Sales performance
- Regional sales
- Calculate price range.
- Sales Reporting
Module 3: Getting started
- Introducing Power BI
- A quick look at Power BI Desktop
- A quick look at the Power BI service
- Setting up Power BI Environment
- Available data sources in Power BI Desktop
- Connecting to data sources
- Get Data from Folder
- Handling multiple worksheets
- Get Data from CSV file
Module 4: Persuasion and power of stories (case study)
- Sales performance
- Web application
- Profit by date
- Unit Sold by Each Country/state
- Profit by product
Objectives
- Setting up data model
- Geographic sales performance
- Investigate Blank problem.
- Team performance
- Further Investigate Blank problem
- Dax: New measure
- Conditional formatting visuals data bars
- Data categories turn URLs to pictures
- Trend analysis & forecasting
- Forecast
- Data update & refresh
Module 6: Shaping and Transforming Data
- Introduction to the Query Editor
- Clean and transform your data with the Query Editor.
- Cleaning irregularly formatted data
- Data categorization
- Relationship view
Module 7: How to use Microsoft Power Query
- How to get Power Query
- Transform data
- Applied steps
- Add Column
- Insert pivot table & chart
- Importing additional data
Module 8: Modelling- DAX -Data Analysis expressions
- Introduction to modelling your data.
- Optimizing data models
- Introduction to DAX [Calculation Types / Functions]
- Create calculated columns.
- Create calculated measures.
- Create calculated tables.
- Create calendar date
Module 9: DAX -Data Analysis expressions (case study)
- How many products we sales in all the different orders?
- How many orders we have?
- Calculate the profit for the company
- Calculate the profit margin % for the company
- DAX Formulas- time & date, Find, If, Calculate function
Module10: Power Pivot in Excel
- Download Power Pivot
- Create a data model
- Define Relationship
- Add Column
- Measure
- Chart
- KPI
- Visual/charts
- Power of insights
Module 11: Developing an interactive dashboard
- Create a dashboard for Data Story Telling
- Enhance the dashboard usability
Module 12: Visualizations
- KPI
- Line chart
- Line & Clustered Column Chart
- Cluster Bar Chart
- Map
- Q&A
- Stacked column chart
- Slicer
- Decomposition Tree
- Introduction to visuals in Power BI
Module 13: Publishing
- Home
- Publish
- Success
- Headline
- Region
- Decomposition tree
- Export- PPT, PDF
- Focus mode
- Filter further
- Introduction to the Power BI service
Module 14: Sharing
- Share report (Power BI pro user)
- Upgrade to Power Bi Pro
- Not Now
- Send link
- People with existing access
Module 15: Importance of storytelling from the stakeholder’s point of view
- Define your objectives.
- Choose your methods.
- Analyze your data.
- Improve your storytelling.
Programme scope, delivery arrangements and suitability are confirmed during enquiry.