Power Platform

Intro to Microsoft Power BI - BC Vendors


Description
This course introduces Microsoft Power BI, through building a Vendor / Accounts Payable report. The data source is Business Central, although we provide *.csv files for continuity, but it also provides users from any ERP system to participate in this course.
The final report will include an AP Summary, Vendor Detail, Cash Requirements, and Vendor History. During the building, you will be introduced to the Query Editor and DAX (Data Analysis Expressions) for data modeling. We will wrap up the class by publishing the report to the Power BI Service, and the creation of a Power BI App (formerly known as Content Packs.)
This is a fun journey, packed with tons of information with a useful report at the end!

YOUR INSTRUCTOR:
Belinda Allen, Microsoft MVP
Trainer/Author at Smith & Allen Consulting
https://mvp.microsoft.com/en-us/PublicProfile/4039759

Student Access: To promote learning progression, students are given 30 days to complete this course. If more time is needed at the end of 30 days, simply reach out to us and we can extend your learning period.

Hours of recorded course content: 4:31
Expected hours to complete course: 5:30
Course Level: Basic
Prerequisites: None
Delivery Method: QAS Self Study/Online eLearning
Course Administrative Policies: https://skillup.dynamicsuser.net/about-us

Content
  • Course Introduction
  • Course Introduction (03:20) sample
  • Review of the Microsoft Power BI Tools, Connectors and Services (12:15)
  • Get Data
  • Download Sample Data
  • Variation in Versions
  • Create Dynamics 365 Business Central Web Services and Get Data (11:55)
  • Create Dynamics 365 Business Central Web Services and Get Data Test
  • Variation in Versions
  • Begin Using the Query Editor to Model our Data (05:07)
  • Begin Using the Query Editor to Model our Data Test
  • Model Data in the Query Editor
  • Variation in Versions
  • Query Editor: Belinda’s 3 rules - Part 1 (11:15)
  • Query Editor: Belinda’s 3 rules - Part 2 (07:27)
  • Query Editor: Belinda’s 3 rules Test
  • Variation in Versions
  • Formatting the Phone Number (10:15)
  • Formatting the Phone Number Test
  • Variation in Versions
  • Edit the Street and add a field (06:54)
  • Edit the Street and add a field Test
  • Variation in Versions
  • Separate Vendor Transactions into paid and unpaid (05:21)
  • Separate Vendor Transactions into paid and unpaid Test
  • Variation in Versions
  • Download Sample Data
  • Conditional Columns (10:22)
  • Conditional Columns Test
  • Variation in Versions
  • Add a static table (07:06)
  • Add a static table Test
  • Variation in Versions
  • Complete Query Editor modeling (05:29)
  • Complete Query Editor modeling Test
  • Modeling with DAX
  • Brief Introduction to DAX (07:16)
  • Variation in Versions
  • Create a Date Table (10:41)
  • Create a Date Table Test
  • Variation in Versions
  • Create a DAX Column (11:03)
  • Create a DAX Column Test
  • Variation in Versions
  • Create a DAX Measure (12:24)
  • Create a DAX Measure Test
  • A Little more DAX (11:55)
  • Relationships and Formatting
  • Variation in Versions
  • Relationships between Queries (10:39)
  • Relationships between Queries Test
  • Variation in Versions
  • Changing how a field will appear (Formatting) (08:31)
  • Changing how a field will appear (Formatting) Test
  • Report Design
  • Variation in Versions
  • Creating a Template Page (008:01)
  • Creating a Template Page Test
  • Variation in Versions
  • AP Summary Page (08:53)
  • AP Summary Page Test
  • Variation in Versions
  • Vendor Detail Page (11:07)
  • Vendor Detail Page Test
  • Variation in Versions
  • Vendor History Page (06:04)
  • Vendor History Page Test
  • Variation in Versions
  • Vendor History Detail Page (09:24)
  • Vendor History Detail Page Test
  • Variation in Versions
  • Cash Requirements Page (10:45)
  • Cash Requirements Page Test
  • Power BI Service
  • Variation in Versions
  • Intro to the Power BI Service (04:48)
  • Variation in Versions
  • Publish pbix to the Workspace (09:04)
  • Publish pbix to the Workspace Test
  • Variation in Versions
  • Publish App (10:24)
  • Publish App Test
  • Variation in Versions
  • Schedule Refreshes (05:44)
  • Schedule Refreshes Test
  • Consuming Data
  • Variation in Versions
  • Using a Power BI App (08:08)
  • Using a Power BI App Test
  • Variation in Versions
  • Mobile App Consumption (03:03)
  • Extra
  • Variation in Versions
  • Creating a Power BI Template (06:32)
  • Download Template File
  • Thanks!
Completion rules
  • All units must be completed
  • Leads to a certification with a duration: Forever