EIEIOTECHNOVATION
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EIEIO / DATA SCIENCE

Power BI, Power Apps and Automate

Course outline

5 days
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Duration

5 days

Module 1: Get Started with Microsoft Data Analytics

This module explores the different roles in the data space, outlines the important roles and responsibilities of a Data Analysts, and then explores the landscape of the Power BI portfolio.

Lessons

  • Data Analytics and Microsoft
  • Getting Started with Power BI

Lab : Getting Started

  • Getting Started

After completing this module, you will be able to:

  • Explore the different roles in data
  • Identify the tasks that are performed by a data analyst
  • Describe the Power BI landscape of products and services
  • Use the Power BI service

Module 2: Prepare Data in Power BI

This module explores identifying and retrieving data from various data sources. You will also learn the options for connectivity and data storage, and understand the difference and performance implications of connecting directly to data vs. importing it.

Lessons

  • Get data from various data sources
  • Optimize performance
  • Resolve data errors

Lab : Preparing Data in Power BI Desktop

  • Prepare Data

After completing this module, you will be able to:

  • Identify and retrieve data from different data sources
  • Understand the connection methods and their performance implications
  • Optimize query performance
  • Resolve data import errors

Module 3: Clean, Transform, and Load Data in Power BI

This module teaches you the process of profiling and understanding the condition of the data. They will learn how to identify anomalies, look at the size and shape of their data, and perform the proper data cleaning and transforming steps to prepare the data for loading into the model.

Lessons

  • Data shaping
  • Enhance the data structure
  • Data Profiling

Lab : Transforming and Loading Data

  • Loading Data

After completing this module, students will be able to:

  • Apply data shape transformations
  • Enhance the structure of the data
  • Profile and examine the data

Module 4: Design a Data Model in Power BI

This module teaches the fundamental concepts of designing and developing a data model for proper performance and scalability. This module will also help you understand and tackle many of the common data modeling issues, including relationships, security, and performance.

Lessons

  • Introduction to data modeling
  • Working with tables
  • Dimensions and Hierarchies

Lab : Data Modeling in Power BI Desktop

  • Create Model Relationships
  • Configure Tables
  • Review the model interface
  • Create Quick Measures

Lab : Advanced Data Modeling in Power BI Desktop

  • Configure many-to-many relationships
  • Enforce row-level security

After completing this module, you will be able to:

  • Understand the basics of data modeling
  • Define relationships and their cardinality
  • Implement Dimensions and Hierarchies
  • Create histograms and rankings

Module 5: Create Model Calculations using DAX in Power BI

This module introduces you to the world of DAX and its true power for enhancing a model. You will learn about aggregations and the concepts of Measures, calculated columns and tables, and Time Intelligence functions to solve calculation and data analysis problems.

Lessons

  • Introduction to DAX
  • DAX context
  • Advanced DAX

Lab : Introduction to DAX in Power BI Desktop

  • Create calculated tables
  • Create calculated columns
  • Create measures

Lab : Advanced DAX in Power BI Desktop

  • Use the CALCULATE() function to manipulate filter context
  • use Time Intelligence functions

After completing this module, you will be able to:

  • Understand DAX
  • Use DAX for simple formulas and expressions
  • Create calculated tables and measures
  • Build simple measures
  • Work with Time Intelligence and Key Performance Indicators

Module 6: Optimize Model Performance

In this module you are introduced to steps, processes, concepts, and data modeling best practices necessary to optimize a data model for enterprise-level performance.

Lessons

  • Optimze the model for performance
  • Optimize DirectQuery Models
  • Create and manage Aggregations

After completing this module, you will be able to:

  • Understand the importance of variables
  • Enhance the data model
  • Optimize the storage model
  • Implement aggregations

Module 7: Create Reports

This module introduces you to the fundamental concepts and principles of designing and building a report, including selecting the correct visuals, designing a page layout, and applying basic but critical functionality. The important topic of designing for accessibility is also covered.

Lessons

  • Design a report
  • Enhance the report

Lab : Designing a report in Power BI

  • Create a live connection in Power BI Desktop
  • Design a report
  • Configure visual fields adn format properties

Lab : Enhancing Power BI reports with interaction and formatting

  • Create and configure Sync Slicers
  • Create a drillthrough page
  • Apply conditional formatting
  • Create and use Bookmarks

After completing this module, you will be able to:

  • Design a report page layout
  • Select and add effective visualizations
  • Add basic report functionality
  • Add report navigation and interactions
  • Improve report performance
  • Design for accessibility

Module 8: Create Dashboards

In this module you will learn how to tell a compelling story through the use of dashboards and the different navigation tools available to provide navigation. You will be introduced to features and functionality and how to enhance dashboards for usability and insights.

Lessons

  • Create a Dashboard
  • Real-time Dashboards
  • Enhance a Dashboard

Lab : Designing a report in Power BI Desktop - Part 1

  • Create a Dashboard
  • Pin visuals to a Dashboard
  • Configure a Dashboard tile alert
  • Use Q&A to create a dashboard tile

After completing this module, students will be able to:

  • Create a Dashboard
  • Understand real-time Dashboards
  • Enhance Dashboard usability

Module 9: Create Paginated Reports in Power BI

This module will teach you about paginated reports, including what they are how they fit into Power BI. You will then learn how to build and publish a report.

Lessons

  • Paginated report overview
  • Create Paginated reports

Lab : Creating a Paginated report

  • Use Power BI Report Builder
  • Design a multi-page report layout
  • Define a data source
  • Define a dataset
  • Create a report parameter
  • Export a report to PDF

After completing this module, you will be able to:

  • Explain paginated reports
  • Create a paginated report
  • Create and configure a data source and dataset
  • Work with charts and tables
  • Publish a report

Module 10: Perform Advanced Analytics

This module helps you apply additional features to enhance the report for analytical insights in the data, equipping you with the steps to use the report for actual data analysis. You will also perform advanced analytics using AI visuals on the report for even deeper and meaningful data insights.

Lessons

  • Advanced Analytics
  • Data Insights through AI visuals

Lab : Data Analysis in Power BI Desktop

  • Create animated scatter charts
  • Use teh visual to forecast values
  • Work with Decomposition Tree visual
  • Work with the Key Influencers visual

After completing this module, you will be able to:

  • Explore statistical summary
  • Use the Analyze feature
  • Identify outliers in data
  • Conduct time-series analysis
  • Use the AI visuals
  • Use the Advanced Analytics custom visual

Module 11: Create and Manage Workspaces

This module will introduce you to Workspaces, including how to create and manage them. You will also learn how to share content, including reports and dashboards, and then learn how to distribute an App.

Lessons

  • Creating Workspaces
  • Sharing and Managing Assets

Lab : Publishing and Sharing Power BI Content

  • Map security principals to dataset roles
  • Share a dashboard
  • Publish an App

After completing this module, you will be able to:

  • Create and manage a workspace
  • Understand workspace collaboration
  • Monitor workspace usage and performance
  • Distribute an App

Module 12: Manage Datasets in Power BI

In this module you will learn the concepts of managing Power BI assets, including datasets and workspaces. You will also publish datasets to the Power BI service, then refresh and secure them.

Lessons

  • Parameters
  • Datasets

After completing this module, you will be able to:

  • Create and work with parameters
  • Manage datasets
  • Configure dataset refresh
  • Troubleshoot gateway connectivity

Module 13: Row-level security

This module teaches you the steps for implementing and configuring security in Power BI to secure Power BI assets.

Lessons

  • Security in Power BI

After completing this module, you will be able to:

  • Understand the aspects of Power BI security
  • Configure row-level security roles and group memberships

Module 14: An Introduction to PowerApps

Let’s get started with an introduction to Microsoft PowerApps. Traditionally building customised solutions for a business involved using a coding language to build an application from scratch. Typically, these solutions could often only be used within the business, making external use of the application a large hurdle to overcome. With PowerApps we can now not only easily build solutions, but we can also share them with users in our business. Deployment takes seconds and you could by testing your own app on your phone in no time. This module will overview the features of PowerApps, its benefits to a business and the variety of ways you can build and access your apps on different devices.

Lessons

  • What is PowerApps?
  • The benefits of apps
  • How to get PowerApps
  • Canvas Apps and Model-Driven Apps
  • License Options and Costs
  • Discover PowerApps with Templates

Lab 1: Introduction to PowerApps

  • Try the Cost Estimator App
  • Download and Review App Design
  • Sample App of your choice

After completing this module, students will be able to:

  • Describe when PowerApps should be used
  • Know how to access PowerApps
  • Make design decisions based on PowerApps licenses
  • Understand that there are two type of app
  • Be able to use sample apps

Module 15: Getting Started with PowerApps

To begin our journey through the PowerApps product, we will begin by looking at some of the templates that are available to view and edit. Microsoft’s templates are a good starting point to discover what the product is capable off and how it can be achieved. We will also take the chance to have a tour of the editor so that students are familiar with the interface that they will be using over the two-day course. We will then build our first app from a static data source, showing students how to test their changes in the app instantly without the need to publish. We will also discuss how to configure your apps settings and how to access the app once it has been saved and shared.

Lessons

  • Building a new app from a data source
  • Add, edit and remove controls
  • Intro to Formulas
  • Testing an app
  • App Settings
  • Publish and Share Apps
  • Version History and Restore
  • PowerApps Mobile App

Lab 1: Getting Started

  • Create App from an existing Data Source
  • Publish and Share
  • View an app on your mobile device

After completing this module, students will be able to:

  • Build a useful app using wizards in minutes
  • Make simple changes to existing apps
  • Know how formulas are used in PowerApps
  • Be able to test an app before it is shared
  • Restore a previous version of an app in the event of a problem
  • Use the mobile app to cosume an app

Module 16: Branding and Media

In our next module, we will look at the options available to designers that allow them to implement their business branding. Not only will this deal with the aesthetics of your app, it will also introduce time-saving tips to help keep your branding consistent. We will also be discussing how to embed media into your app which can be useful if you are planning on an app that might promote video content.

Lessons

  • Less is more
  • Duplicate Screens
  • Fonts
  • Screen Colours and Matching Colours
  • Screen Backgrounds
  • Buttons and Icons
  • Hide on Timer
  • Size and Alignment by reference
  • Show and Hide on Timer

Lab 1: Branding and Media

  • Backgrounds and icons
  • Import Class Data from Excel
  • Duplicate Screen

After completing this module, students will be able to:

  • Customise apps backgrounds with images and colour
  • Add images and logos to an app
  • Use times to show and hide controls
  • Align and size controls

Module 17: PowerApps Controls

So far in the course, we would have covered the basics of adding, editing and removing controls from our applications. The drive behind this module is to provide more depth on the categories of controls which can be used on a form. Your instructor will take you through each control and discuss its purpose and configuration. Tackling the wide selection of controls will help students recognise when to use the right control.

Lessons

  • Text Controls for Data Entry and Display
  • Controls – Drop downs, combo box, date picker, radio button and more
  • Forms – Add and edit data in underlying data sources quickly
  • Charts – present information in pie, line and bar charts

Lab 1: Build Apps from Blank

  • Create an App from the blank template
  • Add Controls to collect and display data
  • Add Formulas to allow the controls to interact

After completing this module, students will be able to:

  • Use a wide range of controls to give users the best data entry experience
  • Edit control properties
  • Use formulas to all multiple controls to interact with each other
  • Present information using charts

Module 18: Data Sources and Logic

To help maintain and view essential business information, organisations often have a diverse selection of locations to keep different types of data. This could range from databases to file storage locations. PowerApps offers connections to a wide selection of data sources. We will show students to build their PowerApps to bring in data from a variety of sources as well as how they can utilise the common data source, a storage location unique to PowerApps.

Lessons

  • Data Storage and Services
  • How do I decide which database to use?
  • Connect to on-premises data - Gateway
  • What is Delegation?
  • Specific Data Examples
  • Displaying Data

Lab 1: Data Source and Logic

  • SharePoint List connect to App
  • Flow to collect tweets to SharePoint
  • Display Tweets in PowerApps using the Twitter service
  • Create a reply screen in PowerApps

After completing this module, students will be able to:

  • Connect to many data source including cloud and on premises
  • Understand the financial costs of working with different datasources
  • Understand which data sources can work with large amount of data
  • Display data using controls

Module one to five discussed how to work with the original type of PowerApp known as a Canvas App, Microsoft have now introduced a second type of app known as a model-driven app. Model driven apps involve a different development process to canvas apps. We will review this development process during this module.

Model-Driven apps can be quicker to build than canvas apps, but they are less customisable and typically have a higher cost, knowing which type of app to use is not always a simple decision, we will show you the pros and cons of each.

Lessons

  • What is a model-driven app?
  • Where will my data be stored?
  • How do create a model-driven app
  • Canvas vs model-driven summary

Lab 1: Model-Driven App

  • Switch to Model-Driven mode in PowerApps
  • Navigate the Model-Drive app interface
  • Test a Sample App
  • Edit the Sample App

After completing this module, students will be able to:

  • Describe the difference between a canvas app and a model-driven app
  • Access model-driven apps
  • Edit model-driven apps

Module 20: PowerApp Integration

PowerApps is designed to easily connect to other business systems to read and update information. In this module we will discuss some simple ways to integrate PowerApps with key Office 365 systems including Teams, SharePoint Online and Flow. The result, is the ability to use a combination of systems to create solutions for a variety of business requirements.

Lessons

  • Embed PowerApps in Teams
  • Embed PowerApps in SharePoint Online
  • Start a Flow from a PowerApp

Lab 1: PowerApp Integration

  • Embed your app in MicrosoftTeams
  • Embed your app in SharePoint Online

After completing this module, students will be able to:

  • Know how to make PowerApps available for users via Teams and SharePoint Online
  • Understand the benefits of using PowerApps with Flow

Module 21: Administration and Maintenance of PowerApps

In our last module for Microsoft PowerApps, we will be looking at how a business can manage their existing apps. This could be using analytics to discover usage trends. We will discover how to export and import apps, so they can be reused in other locations. Finally, we will discuss how Office 365 administrators can shape the PowerApps experience with high-level settings that help ensure data segregation and security.

Lessons

  • Identify which users have been using PowerApps
  • Reuse an app in another location (move from testing or development to production)
  • Review app usage
  • Prevent a user from using PowerApps
  • Manage environments

Lab 1: Administration and Maintenance

  • Export an app for use in another location
  • Review current PowerApp users in your test environment

After completing this module, students will be able to:

  • Identify who is using PowerApps in your organization
  • Prevent specific users from using the PowerApps service
  • Reuse or move existing apps

Module 22: An Introduction to Power Automate

Let’s get started with an introduction to Microsoft Power Automate. Historically, automating business processes typically landed in the lap of a developer in the business, who has a good understanding of coding and the systems that they were connecting. However, more and more systems deployed to businesses are encouraging a bigger focus on end user design and management. With this culture change, end users are looking to further improve their business solutions. Power Automate brings workPower Automate design to all audiences. It offers the building blocks for lightweight or business-critical processes. In this module, we cover an overview of the product and its application to Office 365 and third-party services.

Lessons

  • What is Microsoft Power Automate?
  • The benefits of automation
  • How to get to Power Automate

Lab 1: Setup your tenant

  • Setup Office 365
  • Download Course Files
  • Customise your App Launcher
  • Create accounts for colleagues

After completing this module, students will be able to:

  • Know what Microsoft Power Automate is
  • The Benefits of using Power Automate to automate processes
  • How to access a Power Automate

Module 23: Getting Started with Power Automate

We begin our discovery of Microsoft Power Automate by building our first business process. We will discuss how to use templates to get started with Power Automate or how to use a blank template to start with no defined actions. Once in the product, we will give you a tour of the editor, workPower Automate management page and the home screen to help you navigate around the product. Next, we will start to add, edit and remove actions from our workPower Automate template in order to customise the Power Automate for a specific business need. Once ready we will publish and trigger the workPower Automate to test that it works as expected. We will finish this module by discussing how to turn a Power Automate on or off as well as deleting a Power Automate.

Lessons

  • Using Power Automate templates
  • Navigating in Power Automate
  • Editing a Power Automate
  • Publish and trigger a Power Automate
  • Turn off or delete a Power Automate

Lab 1: Building processes in Office 365

  • Create a Team with a channel
  • Build an absence business process
  • Testing the absence process
  • Optional: Create Feedback Form
  • Optional: Power Automate to Notify of Bad Ratings
  • Optional: Test your Form and Power Automate

After completing this module, students will be able to:

  • How to use Power Automate tempaltes
  • How to navigate around Power Automate
  • How to edit Power Automates
  • How to publish and trigger Power Automates
  • How to turn off or delete Power Automates

Module 24: Power Automate logic

Decision making during a business process is often a bottleneck. Waiting for decisions or information to steer the workPower Automate towards its goal is dependent on how long the involved party spends on the task. This could be mitigated if the desired information is found declared elsewhere for example, as a document property or a form entry to name a few examples. Logic in a workPower Automate allows existing information to push the workPower Automate down multiple paths. This often speeds up workPower Automate duration and minimizes human input. In this module, we will look at the core logic found in Power Automate and a practical application of each option.

Lessons

  • Adding conditions
  • Designing switches
  • Using apply to each
  • Configuring do until logic
  • Adding a scope

Lab 1: Scheduling documentation reviews

  • Setup a policy library in SharePoint
  • Design a policy review schedule
  • Testing the policy review process
  • Optional: Notify if a file nears review

After completing this module, students will be able to:

  • How to add condtions in a Power Automate
  • How to design switches for a Power Automate
  • How to use apply to each
  • How to configure do until logic
  • How to add a scope

Module 25: Integration

Businesses will often user a selection of productivity tools and services beyond Office 365. Marketing teams may use Facebook and Twitter whereas a sales team may use Salesforce to manage their customers. Power Automate provides connectors for popular services allowing your processes to extend beyond Office 365 to other web services. Connections can even be made to on-premises servers, allowing your business systems house at the office to take part in your processes.

Lessons

  • Standard and premium connectors
  • Connecting to web services
  • Using Power Automate with on-premises data

Lab 1: Using Power Automate and SQL to Review Sales

  • Create a new orders list
  • Designing the price check process
  • Testing the price check process
  • Optional: Update with managers

After completing this module, students will be able to:

  • How to use Standard and Premium connectors
  • How to connect to web services
  • How to using Power Automate with on-premises data

Module 26: The mobile app

Power Automate has a corresponding mobile app that can be used to leverage many features of Power Automate. Firstly, it offers users the capability to build new Power Automates, directly from their phone or tablet. Secondly, it can be used to manage existing Power Automates including editing, viewing history, saving a copy, disabling and deleting Power Automates. You can access any approvals that have been sent to you by Power Automate and approve or reject decisions. The app also supports the push notifications that can be sent to your phone or tablet from a Power Automate. Additionally, you can even create buttons that appear in the app which allow you to trigger Power Automates. This valuable app will be detailed in this module.

Lessons

  • Downloading the mobile app
  • Signing in and account management
  • Building and managing Power Automates
  • Creating buttons
  • Feeds and approvals

Lab 1: Optional: Using the Power Automate mobile app

  • Setting up the Power Automate mobile app
  • Create a new Power Automate in the mobile app
  • Using Power Automate buttons in the app
  • Uninstall the Power Automate mobile app

After completing this module, students will be able to:

  • How to download the mobile app
  • How to sign into the mobile app
  • How to build and manage Power Automates in the mobile app
  • How to create buttons in the mobile app
  • How to feed and use approvals in the mobile app

Module 27: Administration and maintenance

In our last module for Microsoft Power Automate, we will be taking a look at how a business can manage their Power Automates once they have a good uptake of the product. We will begin by discussing managing individual Power Automates. This could be using history to discover the source of any issues and implement error handling as well as using the analytics to discover usage trends. We will discover how to share a Power Automate which is ideal for sharing the maintenance of a Power Automate with another colleague and how to import and export Power Automates. Finally, we will discuss how Office 365 administrators can shape the Power Automate experience with high-level settings that help ensure data segregation and security.

Lessons

  • Maintaining a Power Automate
  • View history and analytics
  • Sharing a Power Automate
  • Export and import Power Automates
  • Office 365 administration for Power Automate
  • Environments
  • Data policies
  • Data integration

Lab 1: Maintaining your Power Automates

  • Share a Power Automate with a colleague
  • Disabling an active Power Automate
  • Deleting a Power Automate

After completing this module, students will be able to:

  • How to matain a Power Automate
  • How to view history and analytics for a Power Automate
  • How to share a Power Automate
  • How to export and import Power Automates
  • How to administrate a Power Automate in Office 365
  • How to use data policies in a Power Automate
  • How to use data integration in a Power Automate

Programme scope, delivery arrangements and suitability are confirmed during enquiry.