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Business Intelligence: Integration Services & Reporting

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Course Information

  • Course ID: CAP 2791C: Power BI - Data Preparation and Modeling
  • Class Number: 7391
  • Credit: 4 Credits
  • Term: Spring 2025
  • Term Dates: 1/6/2025 to 5/2/2025
  • Room: 6355-01 Kendall Building 6

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Instructor Information

  • Name: Professor C. Marquez
  • Inbox: Please use "Inbox" in Canvas (Required communication tool with instructor)
  • Email: xxxx@mdc.edu (Use only if experiencing technical difficulties and cannot access the course)
  • Phone: 305-237-2080
  • Office Hours: Monday: 9:30 AM to 10:30 AM EST or by appointment
  • Response Policy: 24 hours Monday through Friday when the college is in session

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Course Description

This course will discuss the various methods and best practices that are in line with business and technical requirements for modeling, visualizing, and analyzing data with Power BI. The course will also show how to access and process data from a range of data sources including both relational and non-relational data. This course will explore how to implement proper security standards and policies across the Power BI spectrum, including datasets and groups. Additionally, the course will discuss how to manage and deploy reports and dashboards for sharing and content distribution.

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Prerequisites

This course is designed for individuals who develop reports that visualize data from both cloud and on-premises data platforms. No prior experience with Power BI is required. However, students should have:

  • A fundamental understanding of core data concepts.
  • Knowledge of working with relational and non-relational data in the cloud.
  • Knowledge of data analysis and visualization concepts.
  • Basic familiarity with computer technology, cloud computing, and the Internet.

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Miami Dade College's Learning Outcomes

This course addresses the following MDC learning outcomes:

  • Ingest, clean, and transform data.
  • Model data for performance and scalability.
  • Design and create reports for data analysis.
  • Apply and perform advanced report analytics.
  • Manage and share report assets.

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Course Competencies

Competency 1: Get Data from Different Data Sources

The student will demonstrate the ability to:

  • Identify different types of data sources (local and remote) and connect to them.
  • Change data source settings, select a storage mode, and use PBIDS files.
  • Use Microsoft Dataverse and describe its various benefits.
  • Choose appropriate query types, use parameters, and identify query performance issues.
  • Use an XMLA endpoint for third-party client applications.
  • Create a dataflow and describe its various benefits.

Competency 2: Profile Data

The student will demonstrate the ability to:

  • Examine data structures.
  • Identify data anomalies.
  • Interrogate column properties and data statistics.

Competency 3: Clean, Transform, and Load Data

The student will demonstrate the ability to:

  • Resolve inconsistencies, unexpected or null values, and data quality issues.
  • Apply user-friendly value replacements.
  • Identify and create appropriate keys for joins.
  • Evaluate and transform column data types.
  • Apply data shape transformations to table structures.
  • Combine queries.
  • Apply user-friendly naming conventions to columns and queries.
  • Leverage the Advanced Editor to modify Power Query M code.
  • Configure data loading and resolve data import errors.

Competency 4: Design a Data Model

The student will demonstrate the ability to:

  • Define tables and configure table and column properties.
  • Define quick measures.
  • Flatten out a parent-child hierarchy.
  • Define role-playing dimensions.
  • Define relationship cardinality and cross-filter direction.
  • Design the data model to meet performance requirements.
  • Create a common date table.
  • Define the appropriate level of data granularity.
  • Apply sensitivity labels.

Competency 5: Develop and Refine a Data Model

The student will demonstrate the ability to:

  • Apply cross-filter direction and security filtering.
  • Create calculated tables, hierarchies, and calculated columns.
  • Implement row-level security roles and object-level security.
  • Set up the Q&A feature.

Competency 6: Use DAX

The student will demonstrate the ability to:

  • Describe the benefits of the DAX library.
  • Use DAX to build complex measures.
  • Use CALCULATE to manipulate filters.
  • Implement Time Intelligence.
  • Replace numeric columns with measures.
  • Use basic statistical functions to enhance data.
  • Create semi-additive measures.

Competency 7: Optimize Model Performance

The student will demonstrate the ability to:

  • Remove unnecessary rows and columns.
  • Identify poorly performing measures, relationships, and visuals.
  • Improve cardinality levels by changing data types and using summarization.
  • Create and manage aggregations.
  • Use Query Diagnostics.

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Required Textbook and Materials

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Supplemental Textbook and/or Materials

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Technology Requirements

  • Windows 10+ or a Virtual Machine or a Browser.

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Course Content

16-Week Course Content Outline

Week 1: Course Introduction & Univariate/Bivariate/Multivariate Analysis

  • Introduction to Business Intelligence
  • Types of Data Analysis
    • Descriptive, Diagnostic, Predictive, Prescriptive, Cognitive
  • Univariate, Bivariate, and Multivariate Analysis (with examples and exercises)

Week 2: Data Analysis and Power BI Overview

  • Roles in Data Analytics
  • Power BI Ecosystem: Desktop, Service, and Mobile
  • Introduction to Power BI Environment
  • Deliverable (to be provided by the instructor). 10 points

Week 3: Getting Data in Power BI

  • Identifying and Connecting to Data Sources
  • Storage Modes: Import vs. DirectQuery
  • Resolving Data Import Errors
  • Deliverable (to be provided by the instructor). 10 points

Week 4: Data Profiling and Querying

  • Data Profiling Options in Power Query
  • Query Performance and Optimization Techniques
  • Combining Data: Append and Merge Queries
  • Deliverable (to be provided by the instructor). 10 points

Week 5: Cleaning, Transforming, and Loading Data

  • Resolving Data Quality Issues
  • Shaping and Transforming Data Tables
  • User-friendly Naming Conventions
  • Deliverable (to be provided by the instructor). 10 points

Week 6: Designing a Semantic Model

  • Star Schema Design
  • Creating and Managing Relationships
  • Role-playing Dimensions and Hierarchies
  • Deliverable (to be provided by the instructor). 10 points

Week 7: Introduction to DAX

  • DAX Syntax and Concepts
  • Calculated Columns, Measures, and Tables
  • Creating Quick Measures
  • Deliverable (to be provided by the instructor). 10 points

Week 8: Advanced DAX and Time Intelligence

  • Time Intelligence Functions
  • Filter Context and CALCULATE Function
  • Semi-additive Measures
  • Deliverable (to be provided by the instructor). 10 points

Week 9: Model Optimization

  • Using Variables in DAX for Optimization
  • Performance Analyzer in Power BI
  • Query Diagnostics
  • Deliverable (to be provided by the instructor). 10 points

Week 10: Designing Reports

  • Power BI Report Structure and Best Practices
  • Choosing Effective Visualizations
  • Conditional Formatting and Tooltips
  • Deliverable (to be provided by the instructor). 10 points

Week 11: Enhancing Reports for User Experience

  • Report Navigation and Filtering
  • Using Bookmarks, Buttons, and Drillthrough
  • Accessibility Features in Power BI
  • Deliverable (to be provided by the instructor). 10 points

Week 12: Creating Dashboards

  • Difference between Reports and Dashboards
  • Pinning Visuals and Pages to Dashboards
  • Designing Mobile Layouts
  • Deliverable (to be provided by the instructor). 10 points

Week 13: Advanced Analytics and AI Features

  • Using AI Insights and Key Influencers Visual
  • Clustering and Outlier Detection
  • What-If Parameters and Scenario Analysis
  • Deliverable (to be provided by the instructor). 10 points

Week 14: Row-level Security and Workspaces

  • Configuring Static and Dynamic Row-level Security
  • Creating and Managing Workspaces
  • Publishing Reports and Assigning Roles
  • Deliverable (to be provided by the instructor). 10 points

Week 15: Final Project Preparation

  • Guidelines for Final Project (Worth 100 Points)
  • Reviewing Key Concepts
  • Individual/Group Consultation

Week 16: Final Project Presentation

  • Final Project Submission (Worth 100 Points)
  • Class Presentations (Worth 50 Points)
  • Peer Feedback and Instructor Evaluation

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Miami Dade College Policies and Guidelines

Refer to the official MDC Policies and Guidelines document for detailed information.


Additional Resources

  • MDC Kendall Entec: Provides resources and support for engineering and technology students at Miami Dade College Kendall Campus.
  • MDC College Calendar: Stay updated on important dates, including registration deadlines and holidays.
  • MDC Access: Offers support services for students with disabilities, ensuring accessibility and equal opportunity.
  • MDC Single Stop: A one-stop resource to help students with financial and personal challenges by connecting them to benefits and resources.
  • Canvas: Access course materials, assignments, and communication tools.
  • College Policies: Review the college's policies for online learning.
  • Kendall Campus Map 1: Detailed map of the Kendall Campus.
  • Kendall Campus Map 2: Another map view of the Kendall Campus.

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Syllabus Changes Policy

The professor reserves the right to make changes to this syllabus, including course content, schedule, and grading criteria. Any changes will be communicated to students in a timely manner through Canvas.

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Course Policies

Late Work Policy

  • A 10% deduction will be applied for each calendar day an assignment is late.
  • After 4 days, the assignment will receive a score of 0.
  • Each assignment is due on Sunday of the assigned week by 11:59 PM EST (e.g., if assigned on a Wednesday, it is due the following Sunday).

Attendance Policy

  • Attendance is mandatory.
  • Authorized absences (based on MDC policies) are permitted, but students are responsible for making up any missed work.
  • Attendance accounts for 10% of the final grade.

Classroom Etiquette Policy

  • Respectful behavior is expected at all times.
  • Disruptive behavior, including the use of mobile devices during class for non-academic purposes, is not allowed.
  • Active listening and respectful participation in discussions are required.

Classroom Participation Policy

  • Participation is critical to the learning process.
  • Students are expected to contribute to class discussions and group activities.
  • Failure to participate may negatively impact the final grade.

Grading Scale

Point Distribution

  • Weekly Assignments: 130 Points
  • Final Presentation: 50 Points
  • Final Project: 100 Points
  • Total: 280 Points

Grade Scale

Grade Percentage Points
A 90% – 100% 252 – 280
B 80% – 89% 224 – 251
C 70% – 79% 196 – 223
D 60% – 69% 168 – 195
F Below 60% Below 168

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