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Advanced Data Modeling and DAX in Power BI

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Date(s): May 03, 2027 - May 04, 2027
Time: 8:00AM - 4:30PM
Registration Fee: $449.00
Cancellation Date: N/A
Location: SAO COMPUTER TRAINING ROOM
City: Austin, TX
Parking Info:

Parking for SAO, Professional Development courses is in Garage B (1511 San Jacinto Blvd.). The Garage signage may read 1511 San Jacinto or Garage B. The elevator in Garage B is not reliable. If you are unable to walk the stairs, please contact the professionaldevelopment@sao.texas.gov for alternate parking arrangements. Handicapped parking is free at the meters around the downtown area.

A course coordinator will email you a parking permit prior to the course start date. A permit must be displayed or you will be ticketed.


Course Description

In this Power BI course, participants develop a deep understanding of Power BI’s data modeling and DAX capabilities. They explore advanced techniques for creating and optimizing data relationships, categorization, and hierarchical structures. The course also covers powerful DAX expressions, statistical functions, and best practices for enhancing performance. Through hands-on exercises, participants learn to build efficient, high-performing reports and dashboards using advanced Power BI techniques.


Potential CPE Credits: 16.0

Instruction Type: Live
Experience Level: INTERMEDIATE
Category: Computer Software and Applications

Course Objectives

Objectives

  • Understand and implement different data modeling approaches, including Star and Snowflake schemas

  • Create and optimize relationships, hierarchies, and groupings for efficient data representation

  • Develop proficiency in writing and debugging complex DAX expressions

  • Apply statistical and ranking functions to perform advanced analytics in Power BI

  • Optimize Power BI performance using best practices, query folding, and performance analysis tools

Outline

Data Modeling in Power BI

  • Understanding Data Modeling

  • Star vs. Snowflake Schema: When to Use Each

  • Creating Relationships: One-to-One, One-to-Many, and Many-to-Many

  • Organizing Data: Display Formats, Categorization, and Folders

  • Building Hierarchies for Efficient Data Navigation

  • Grouping and Binning for Aggregated Insights

A Quick Overview of DAX

  • What is DAX?

  • Calculated measures, columns, and tables

  • Using SUM and SUMX

  • Usuing FILTER

  • Using CALCULATE

Statistical and Ranking Functions in DAX

  • Ranking Functions: RANKX, RANK.EQ, RANK.AVG, DENSERANK, PERCENTRANKX

  • Quartile and Percentile Functions: NTILE, QUARTILE.EXC, QUARTILE.INC, PERCENTILE.EXC, PERCENTILE.INC

  • Central Tendency Measures: MEAN, MEDIAN

  • Standard Deviation and Variance: STDEV.P, STDEV.S, VAR.P, VAR.S

  • Advanced Statistical Functions: SKEWNESS, KURTOSIS, COVARIANCE.P, COVARIANCE.S, CORREL

  • ANOVA: Performing Variance Analysis in Power BI

Data Sampling and Filtering in DAX

  • Using SAMPLE and TOPN for Data Sampling

  • Generating Random Data with RAND()

  • Filtering Techniques: SWITCH, FILTER, and ALL Functions

  • Concatenating Text Data: CONCATENATE() and CONCATENATEX()

  • Counting Functions: COUNT(), COUNTA(), COUNTBLANK(), COUNTROWS(), DISTINCTCOUNT(), DISTINCTCOUNTNOBLANK()

Advanced DAX Concepts

  • Working with Calculation Groups in Tabular Editor

  • Creating Dedicated Tables for Measures

  • Using Variables in DAX for Performance Optimization

  • Advanced Variable Techniques for Complex Calculations

  • Debugging DAX Expressions Using DAX Studio

Power BI Performance Optimization

  • Choosing Between DirectQuery, Import, and Hybrid Models

  • Using Performance Analyzer to Identify Bottlenecks

  • Understanding Query Folding and How It Affects Performance

  • Leveraging the Best Practice Analyzer for Optimized Data Models

  • Effective Strategies for Data Grouping and Summarization


Prerequisites

Basic understanding of Power BI, including data loading and report creation Familiarity with fundamental DAX functions and concepts Basic knowledge of relational database concepts and SQL (recommended).


Instructors

Drew Tattam

Drew is the Head of Consulting and a Senior Software Trainer for Knack Training with a master's degree in Curriculum Design & Instruction. She brings together a strong technical foundation with a deep understanding of adult learning, which allows her to design training that is clear, practical, and rooted in real workplace scenarios. Her background includes years of experience in Excel, PowerPoint, SharePoint, and the Power Platform, along with a history of developing training programs that help learners build confidence with complex tools.

As both a consultant and trainer, Drew is known for breaking down technical concepts into practical steps that resonate with learners who are new to data tools as well as those looking to deepen their analytical skills. Her approach focuses on helping professionals solve real problems through better data design, clear modeling practices, and thoughtful visualization. She aims to help every learner gain confidence with their tools and understand how strong analytics can support high-quality decision making across an organization.


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