Mastering Power Query in a Day – Full-day training in Seattle

Following the Power BI World Tour, Seattle event on Oct 30, please join me for a full-day of deep learning.  That’s right… it’s on Oct 31st so put on your Wonder Woman or Captain America costume and get ready to exercise your super powers with Power Query and Power BI!  You will learn to master Power Query extensively from Beginner to Advanced.  The other session taught at the same time by Brian Grant is “Power BI: Enhance Your Data Model with DAX” but ya gotta pick one.  You can learn more about the Power BI World Tour and the Academy by following these events on Twitter and LinkedIn using the links at the bottom of this post, or search these hashtags:
#PowerBIUG | #PowerBI | @pbiusergroup | #PowerBIUGAcademy | #PBIWorldTour

Registration and course description:

Academy – Mastering Power Query in a Day (Seattle, WA)

The foundations of a Business Intelligence solution are data transformations, data wrangling, data cleansing and ETL. A well-crafted Power BI project rests on Power Query and the queries that define the data model, calculations and report visuals. This full-day session will teach you how to lay the foundation for a Power BI solution with simple and advanced Power Query techniques.

Learn from Paul Turley, ten-year Microsoft Data Platform MVP and veteran BI Solution Architect. You will learn best practice design patterns, tricks, shortcuts and proven techniques to improve your skills and add immediate value to your projects. Power Query is everywhere – and growing.

The skills and techniques taught in this workshop apply to Power BI Desktop, the “Get Data” feature in Excel 2016+, SQL Server Analysis Services 2017+ (SSAS), Azure Analysis Services (AAS) and Data Flows in the Power BI Common Data Service (CDS). You will learn through exercises and instructor-led hands-on demos. Bring your laptop with the latest version of Power BI Desktop installed. The rest will be provided. We will cover material from basics through advanced. Each exercise is separate so you can absorb only what you need to learn, based on your prior experience, needs and skill level.

Power Query Basics
Quick tour of the Power Query interface & essentials
Creating and managing queries
Adding and editing steps
Recovery and project management
Essential best practices
Managing data sources
Working with folder paths, web URIs & database connections
Referencing & Duplicating queries
Consolidating queries, building base queries & dependency chains
Loading queries into data model tables
Basic error handling & debugging

Data Sources & Structures
Flat CSV files
Irregular text files (headings & totals)
JSON (simple)
JSON (complex, with nested & ragged hierarchies)
SQL server
Excel (single sheet/table, multiple sheets/tables)
Folders & file collections
Web pages a page tables
Web APIs & web service endpoints

Essential Query Techniques
Managing data types
Applying correct naming conventions
Working with Date & Time values
Splitting & formatting columns
De-duplicating & grouping
Pivot, Unpivot & Transpose
Custom columns & expression basics
Extracting tables from a data sources to supporting essential modeling for Power BI report design:

  • Fact tables
  • Dimension tables
  • Bridge tables
  • Slicer & calculation-driver tables
  • Role-playing dimensions

Advanced Power Query Techniques
Working with M: The Data Mashup language
M function essentials
Prioritized learning (what’s most important)
Using & managing parameters
Using the #shared object for internal documentation, examples & code syntax
Understanding M objects (values, tables, lists & records)
Number, Date, Time & Text manipulation M functions
Create a Date lookup/dimension table using M & Power Query
Create a Time series lookup/dimension table using M & Power Query

  • Why do I need a Date dimension in Power BI?
  • Standard date parts & hierarchies
  • Columns to support time-intelligence calculations
  • Working with fiscal & special-purpose calendars (e.g. 4-4-5, ISO)
  • Working with query functions
  • Parameterized queries, API endpoints & user-defined functions

Putting it Together
Examples:

  • Queries to support data model construction
  • Queries used to support report visuals
  • Deploy a report, configure the on-premises gateway
  • Use query parameters to schedule refresh in a deployed Power BI solution

Follow the events at:

https://www.linkedin.com/groups/13580234

https://twitter.com/pbiusergroup?lang=en

Keeping Up with Power BI – A Never Ending Story

This first week of the new year has been a lot of housecleaning for me (literally and figuratively…  my office desk and cabinet will be clean by the end of the day!).  Three years into teaching classes and workshops on being productive with Power BI, it continues to be a product requiring a lot of work to stay current.  New features are introduced in every Power BI Desktop monthly update; not to mention updates to the cloud service and on-prem server.  You would have to be a child of the 80s to get the Never Ending Story reference.  Otherwise, it’s just a really bad flying dog – and pop song, which are both hard to explain, so we won’t.  The point is that it’s an ongoing effort to keep skills, courseware and presentation material up-to-date.

Image result for never ending story

If you’re like me, sometimes all these updates can be a bit of a distraction (we’re talking about Power BI again – not the dog, movie or song… case in point).  I’m excited by the continual innovations and improvements to Power BI.  However, the foundational rules of good design don’t really change that much.  Effective data curation, correct modeling and good core visualization design are as critical as ever.  The trick is to know which new features may be used to improve foundational design and which ones you can leave as icing on the cake for minor enhancements.  Updating courseware and workshop labs seems to be a never ending task and I’m hard at work revising older material and adding new content to prepare for new events this year.  An important topic I will continue to revisit this year is how Power BI is used along with other Microsoft tools to create different types of solutions.  I’m working on a new presentation to describe all of the incarnations of Power BI, used to deliver everything from self-service desktop reports – all the way up to enterprise-scale solutions for corporate users with governed and secured data – and most everything in-between.

The first workshop of the new year will be a one day preconference before the Redmond SQL Saturday, on Microsoft campus Friday, February 9.  You can sign-up for this event here.  I’m working on a few others in the following months and will update this and other blog posts when they are scheduled.  I hope to see you there.  You are welcome to send me questions or suggestions about specific topics of focus.  Just add a comment to this post, or reach me through Twitter or LinkedIn.

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Spontaneous Interviews at PASS Summit 2017

Conversations with Julie Koesmarno, Olivier Matrat, Aaron Nelson, Seth Bauer and Robert Bruckner captured in video interviews below…

Continuing my video blog series of interviews from PASS Summit, I had the opportunity to catch-up with several Microsoft BI and Data Platform industry leaders amid the crowds and between sessions.  Stay tuned to this station for many more interviews and insider information about the Microsoft Business Intelligence and Data Platform.

I caught up with Julie Koesmarno in the Community Zone, a few days after travelling together on the SQL Train (aka “Oregon SQL Party Train to Seattle”) from Oregon SQL Saturday the weekend before Summit.  She’s been a non-stop community advocate for several years, and continues to speak at events all over.  Julie was an Business Intelligence consultant and user group leader in Australia and Southern California before joining Microsoft as technical evangelist.  You might recognize her from the executive demonstration during the opening keynote at PASS Summit last year.

Olivier Matrat, Principal Program Manager (that’s Microsoft job title code for “in charge of a lot of important stuff”), talks about how they are hard at work integrating several products in the “Power *” suite.  This is the first time I’d heard of all the “Power…” prefixed product names unofficially referred to as “Power Star”, but it makes perfect sense.  Olivier said that we can expect to see tighter integration between tools like Power BI, Flow and Power Apps with more embeddable features for developers and solution integrators.

Aaron Nelson, Data Platform MVP and hard-core PowerShell enthusiast, spoke about some new capabilities he presented in his session about PowerShell for Business Intelligence. The new REST API will let Power BI and report server admins orchestrate server migrations and task automation with PowerShell CmdLets.  He seized the opportunity to promote the PASS PowerShell virtual group that he helps manage, at SQLPS.IO.  I’ve promised Aaron a follow-up post to demonstrate how the REST API works with PowerShell and the new MSBuild integration, so please watch my blog for that in the next few days.

I chatted with Seth Bauer, BI consultant and Data Platform MVP, on the escalator in the Washington State Convention Center between sessions.  Seth has been on the front lines of the Power BI advisors community since the product launched.  He cites Q&A Natural Language and Explain the Difference as examples of the most compelling features.   He participates in PASS Summit for professional networking and to stay current with BI technologies.

Robert Bruckner is a Senior Architect on the Power BI team and long-time developer lead for Reporting Services.  He told me that there are many exciting capabilities on the horizon for Power BI and other integrated reporting technologies that are still under NDA.  He mentioned a recent announcement that the On-premises gateway will soon support single sign-on, delegation, load balancing and high-availability.  It is truly exciting to see such emphasis on enterprise-scale capabilities for these tools.