CODAA–B22
Wrap-Up Session: Data Analytics
Learning Outcomes:
• High-level overview and summary of content.
• Scope of exam.
• Platform for questions.
• Tips and tricks ahead of exam.
• Role of a Data Analyst:
Understand key
Week 1:
responsibilities and the data
analysis process in a
business context.
Discover • Data Storytelling:
Learn how to transform raw
data into meaningful
Data insights that inform
decisions.
• Power BI Introduction:
Analysis Get familiar with Microsoft
Power BI – its components,
workflow, and how it
enables effective data
visualization.
Week 2: Get Data in Power
BI
•Learn
Power BI Fundamentals:
how Power BI transforms data into impactful visuals using
reports, dashboards, and apps.
• Report Building Blocks:
Understand key concepts like measures, dimensions, filters, and
slicers to build interactive, dynamic reports.
• Hands-on with Power BI Service:
Gain practical experience using the web-based Power BI platform to
explore, interact with, and share data insights.
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Week 2: Clean, Transform
and Load Data in PowerBI
Connect to Multiple Data Sources:
Import data from Excel, SQL Server, NoSQL databases, and online
services.
Extract & Transform with Power Query:
Clean, filter, and shape your data to prepare it for analysis.
Understand Storage Modes:
Learn when to use Import, DirectQuery, or Live Connections for
optimal performance.
Troubleshooting & Optimization:
Identify common data issues and apply best practices to improve
connection efficiency.
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Week 2: Design a Semantic
Model in PowerBI
Semantic Model Essentials:
Learn how to structure and organize data using relationships between tables for consistent
analysis.
Table Management:
Define data types, rename tables, and structure them clearly for effective modelling.
Date Table Fundamentals:
Create and manage date tables to support accurate time-based reporting.
Dimensions vs. Measures:
Understand categories (dimensions) vs. calculations (measures) and apply them correctly in
your model.
Relationships & Cardinality:
Define how tables relate (e.g., one-to-many) to reflect real-world data connections and ensure
accuracy.
Build for Clarity & Performance:
Design efficient models that power clear, fast, and insightful Power BI visualizations.
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Week 3: Add Measures to
PowerBI Desktop Model
Understanding Measures:
Learn how custom calculations (measures) differ from calculated columns and power in-
depth data analysis.
Basic DAX Skills:
Create simple measures (SUM, AVERAGE, MIN/MAX) using Power BI’s DAX formula
language.
Advanced Measure Techniques:
Use filters, time intelligence, and nested calculations to unlock deeper insights.
Formatting & Sharing:
Present measures clearly and share them for collaborative reporting.
Become a Measure Maestro:
Build a rich library of custom measures to enhance analytical power in your Power BI
reports.
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Week 3: Add Calculated Tables
and Columns to Power BI Desktop
Models
Calculated Tables vs. Columns:
Understand when to use calculated tables (new structures) vs. columns (added fields in existing
tables).
Create with DAX:
Use Data Analysis Expressions (DAX) to build custom columns and reshape data with logic and
formulas.
Calculated Tables for New Dimensions:
Generate entirely new tables to introduce custom categories and optimize your data model.
Integration & Relationships:
Seamlessly connect calculated elements with existing tables to maintain a well-structured model.
Enhance Insight Generation:
Reshape and enrich your data model to unlock deeper insights and support more impactful
reporting.
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Week 4: Use DAX Time
Intelligence
Unlock Time-Based Insights:
Use DAX time intelligence functions to compare data across periods and uncover
hidden trends.
Core Functions:
Master functions like YEAR, MONTH, QUARTER, DATEADD, and DATEDIFF for time-
based analysis.
Advanced Techniques:
Calculate rolling totals, perform period-over-period comparisons, and detect
seasonal trends.
Dynamic Time Filters:
Learn to use filters and slicers to create interactive, user-driven time-based
reports.
Build Time-Aware Measures:
Develop measures that track performance over time and support strategic, data-
driven decisions.
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Week 4: Configure PowerBI Report
Filters
Purpose of Filters:
Control what data users see by applying filters that focus analysis and guide
exploration.
Types of Filters:
Use slicers, hierarchical filters, and date filters to match different data exploration
needs.
Page vs. Report-Level Filters:
Apply filters to individual pages or across the entire report for targeted or global
impact.
Formatting & Usability:
Customize labels, colors, and icons to make filters intuitive and user-friendly.
Design for User Experience:
Create focused, interactive reports that empower users to explore insights
effectively.
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Week 5: Design PowerBI Reports
The Power of Design:
Transform complex data into clear, engaging narratives that drive decision-making.
Know Your Audience:
Tailor reports to address user needs and key business questions.
Visual Storytelling:
Choose the right charts—bar, line, pie—to effectively communicate your data.
Formatting for Clarity:
Use consistent styles and highlight key insights with techniques like conditional
formatting.
Layout & Flow:
Arrange visuals and text strategically to guide users through a logical data story.
Interactivity:
Enhance engagement with slicers, drill-downs, and tooltips for deeper exploration.
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Week 5: Enhance Power BI Report
Designs for the User Experience
Focus on User Experience (UX):
Design reports that prioritize user needs for maximum clarity and impact.
Know Your Audience:
Tailor reports to user goals, skill levels, and preferred ways of consuming data.
Clarity is King:
Highlight key data and avoid clutter to keep reports clear and concise.
Empower with Interaction:
Use slicers, filters, and drill-downs to enable user-driven data exploration.
Visual Appeal & Accessibility:
Apply clear formatting, data highlights, and ensure accessibility with good contrast and
descriptions.
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Week 6: Perform Analytics in
PowerBI
Data Exploration Essentials:
Navigate, filter, sort, and group data to reveal key patterns and stories.
Statistical Summarization:
Calculate averages, medians, variance, and standard deviation to understand data
distribution.
Identifying Outliers:
Use boxplots and quartile analysis to detect anomalies and uncover hidden insights.
Grouping & Binning:
Segment data into meaningful categories for targeted analysis and pattern discovery.
Time Series Analysis:
Analyse trends, seasonality, and forecast future values over time.
Leverage DAX:
Create custom calculations to deepen your analytical capabilities and insights.
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Week 6: Create Dashboard in
PowerBI
Dashboard Power:
Consolidate key insights from multiple reports into one clear, cohesive view.
Building the Canvas:
Customize layout and visual hierarchy for an intuitive user experience.
Selecting Tiles:
Pin impactful visuals and metrics to tell a concise, data-driven story.
Design for Impact:
Apply consistent formatting and incorporate interactive slicers and filters.
Sharing & Collaboration:
Publish dashboards via Power BI Service to enable organization-wide access and
decision-making.
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Week 6: Optimise a Model for
Performance in PowerBI
Unmask Performance Killers:
Identify complexities that slow down reports.
Build for Speed:
Apply Star Schema and efficient model design principles.
Streamline Your Data:
Reduce complexity to improve query response times.
Optimize Relationships:
Create efficient connections between tables.
Pre-calculated Insights:
Use aggregations to speed up large dataset queries.
Advanced Techniques: (Optional)
Explore expert-level optimization methods.
Maintain Peak Performance:
Detect bottlenecks and fine-tune models for lasting speed.
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Week 7: Create and Manage
Workspaces in PowerBI
Workspace Fundamentals:
Create and organize workspaces to group related content and establish
ownership.
Sharing & Collaboration:
Invite colleagues, assign permissions, and foster teamwork for collective insights.
Content Management:
Upload datasets, publish reports, and maintain an efficient workspace
environment.
Security & Governance:
Manage permissions and data access to balance collaboration with data security.
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Week 7: Manage Semantic Models in
PowerBI
Power of Semantic Models:
Create a single source of truth for consistent, simplified reporting.
Build the Right Model:
Apply Star Schema design, balancing dimensionality and granularity for efficiency.
Tame Data Complexity:
Manage cardinality and use lookup tables to streamline queries and improve speed.
Relationship Management:
Define accurate relationships (one-to-one, one-to-many, many-to-many) to ensure data
accuracy.
Optimize for Speed:
Use aggregations and pre-calculated summaries for faster data retrieval.
Maintain Peak Performance:
Identify bottlenecks with profiling tools and continuously fine-tune your model.
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Week 7: Manage Row-Level Security in
PowerBi
Data Confidentiality Champion:
Restrict data access based on user roles to protect sensitive information.
Build Security Roles:
Create roles with specific data access rules using DAX formulas.
Precise Data Control:
Filter data by user attributes like department or location for granular security.
Assign Users & Roles:
Map users to roles in Power BI Service for targeted data visibility.
Maintain & Monitor Access:
Track user activity and update RLS rules to adapt to evolving needs.
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Exam will be an online exam. You are welcome
to write at home, but ensure proper internet and
extra monitor is advised.
Data will be provided 24 hours before the
exam. You can clean the data ahead of the exam.
Theory: 25 marks – 30 minutes - Proctored
Week 1, Week 2, Week 5, Week 6
Format for Exam Practical: 75 marks – 2 hours, 30 minutes –
Not Proctored
Week 2, Week 3, Week 5
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Time Management is of the essence.
Formula Sheet is provided under Assessment 2
WORKSHOP RECORDINGS ARE AVAILABLE –
PLEASE ensure you watch them.
Clean the data and prepare the data in a similar
way to the project.
Tips and Tricks Try to create some calculated measures and
calculated columns similar to the project.
Take it question by question.
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Thank you for your
time.
Questions?
All the best with
your exam.
Reminder: 30 June
2025 – 09:00-12:00.
[Link]