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The Path to Success with Power BI
powerbiexperience.com
The Path to Success with Power BI
01
IS THIS EBOOK FOR YOU? / /  /  /  /  /  /  /  /  /  /  /  /  /  /  /  /  /  /  / 04
CURRENT BUSINESS CONTEXT/  /  /  /  /  /  /  /  /  /  /  /  /  /  /  /  /  /  / 06
MOUNTAIN/ /  /  /  /  /  /  /  /  /  /  /  /  /  /  /  /  /  /  /  /  /  /  /  /  /  / 12
JOURNEY /  /  /  /  /  /  /  /  /  /  /  /  /  /  /  /  /  /  /  /  /  /  /  /  /  /  /  / 15
1. where do i want to go?/ / / / / / / / / / / / / / / / / / 16
2. where am i?/  /  /  /  /  /  /  /  /  /  /  /  /  /  /  /  /  /  /  /  /  /  /  16
EQUIPMENT/  /  /  /  /  /  /  /  /  /  /  /  /  /  /  /  /  /  /  /  /  /  /  /  /  /  / 19
Why should I choose Power BI? /  /  /  /  /  /  /  /  /  /  /  /  /  /  / 20
Tool use/  /  /  /  /  /  /  /  /  /  /  /  /  /  /  /  /  /  /  /  /  /  /  /  /  /  22
THE DEFINITION OF STRATEGY/ /  /  /  /  /  /  /  /  /  /  /  /  /  /  /  /  / 24
CONTENT
02
Prerequisites for learning Power BI /  /  /  /  /  /  /  /  /  /  /  /  /  25
1. Excel/  /  /  /  /  /  /  /  /  /  /  /  /  /  /  /  /  /  /  /  /  /  /  /  /  /  /  25
2. Higher Education /  /  /  /  /  /  /  /  /  /  /  /  /  /  /  /  /  /  /  /  / 26
3. Essential/  /  /  /  /  /  /  /  /  /  /  /  /  /  /  /  /  /  /  /  /  /  /  /  / 27
Strategy/  /  /  /  /  /  /  /  /  /  /  /  /  /  /  /  /  /  /  /  /  /  /  /  /  /  /  28
Planning + Focus/  /  /  /  /  /  /  /  /  /  /  /  /  /  /  /  /  /  /  /  /  /  /31
Dedication/  /  /  /  /  /  /  /  /  /  /  /  /  /  /  /  /  /  /  /  /  /  /  /  /  38
THE JOURNEY BEGINS WITH TRAINING / /  /  /  /  /  /  /  /  /  /  /  /  / 41
WAITING FOR THE PERFECT MOMENT/ /  /  /  /  /  /  /  /  /  /  /  /  /  / 43
tips /  /  /  /  /  /  /  /  /  /  /  /  /  /  /  /  /  /  /  /  /  /  /  /  /  /  /  /  /  / 45
PORTFOLIO /  /  /  /  /  /  /  /  /  /  /  /  /  /  /  /  /  /  /  /  /  /  /  /  /  45
NETWORKING/  /  /  /  /  /  /  /  /  /  /  /  /  /  /  /  /  /  /  /  /  /  /  /  / 55
Protocooperation/  /  /  /  /  /  /  /  /  /  /  /  /  /  /  /  /  /  /  /  /  / 56
03
ONCE YOUR OUTDATED LINKEDIN PROFILE.../  /  /  /  /  /  /  /  /  /  /  /  / 58
CAREERS WITH POWER BI/ /  /  /  /  /  /  /  /  /  /  /  /  /  /  /  /  /  /  / 65
Chat #1/ /  /  /  /  /  /  /  /  /  /  /  /  /  /  /  /  /  /  /  /  /  /  /  /  /  /  / 66
Taiane in focus/  /  /  /  /  /  /  /  /  /  /  /  /  /  /  /  /  /  /  /  /  /  / 66
Chat #2/ /  /  /  /  /  /  /  /  /  /  /  /  /  /  /  /  /  /  /  /  /  /  /  /  /  /  / 70
Fernando in focus /  /  /  /  /  /  /  /  /  /  /  /  /  /  /  /  /  /  /  /  /  70
Chat #3/ /  /  /  /  /  /  /  /  /  /  /  /  /  /  /  /  /  /  /  /  /  /  /  /  /  /  / 74
Frank in focus/  /  /  /  /  /  /  /  /  /  /  /  /  /  /  /  /  /  /  /  /  /  /  74
Chat #4/ /  /  /  /  /  /  /  /  /  /  /  /  /  /  /  /  /  /  /  /  /  /  /  /  /  /  / 79
Arthur in focus /  /  /  /  /  /  /  /  /  /  /  /  /  /  /  /  /  /  /  /  /  /  79
THE PATH TO SUCCESS WITH POWER BI
04
IS THIS EBOOK
FOR YOU?
Hi! I hope you’re well!
If you downloaded this Ebook, then at the very least you are
interested in Power BI and wondering if this material is really
worth reading. I will save you time and help decide if this is
really for you!
Are you a business administrator, student, accountant,
biologist, discoverer of the seven seas? ... Do you perform any
other activity not related to Information Technology? Do you
wish to migrate to the Data area but don’t know how to begin
your career transition?
Do you work with IT and want to get closer to the business
area?
THE PATH TO SUCCESS WITH POWER BI
05
Do you want some tips on how to present yourself on
Linkedin, build your first portfolio, and stand out in the job
market?
Are you tired of repetitive tasks in Excel, want to promote
innovations to your company or area and be recognized?
Are you just curious as to why so many companies are
adopting Power BI and why the professional who knows how to
use It has been so valued in the market?
If you answered yes to any of these questions, surely this
Ebook is for you.
If you don’t like innovation, love to do repetitive tasks, and
have no interest in things related to the world of Business
Intelligence, then you can close this file because this Ebook is
definitely not for you.
THE PATH TO SUCCESS WITH POWER BI
06
Now that you have decided if this book is for you, let’s talk a little about the current
context of companies and markets?
A question first: do you think data is important for your field of ​​activity (current or
future)? Uhm… I can imagine you thinking about all the KPIs, analyzes, the term “data-
driven” etc. going through your mind.
That famous saying “data is the new oil” is there to illustrate the importance of data
nowadays. Back in 2016, Satya Nadella (Microsoft CEO) held a presentation stating that
“data is the new electricity”. In fact, in that presentation, he even commented that in that
same morning he checked his reports on Power BI. Reflecting on these analogies and
reviewing Satya’s presentation, this importance is due to the great power that data brings
to the business.
Nowadays, with all the competition in the market, a company that seeks to survive and
have a competitive advantage over its competitors, inevitably needs to be able to monitor
its main indicators and know how to make intelligent decisions based on data. Otherwise,
the chances of being surpassed and literally ceasing to exist are great.
CURRENT BUSINESS
CONTEXT
THE PATH TO SUCCESS WITH POWER BI
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Well, we’ve talked about whether the book is for you or
not and the importance of data in the current context of
companies. Now, how are these data analyzed? I will talk
about my experience with different clients and also the great
contact I have with the community (whether with clients, fellow
consultants, or students). During my career as a Microsoft
certified trainer, I was honored to be able to visit several
clients to offer In-Company Power BI training. Many of these
customers are multinational companies and large companies.
The most common scenario for data analysis in companies is
the massive use of Excel for creating reports. However, is it the
most efficient solution when it comes to Business Intelligence?
When I ask this, I don’t mean that it should never be used. Excel
is an extraordinary tool. There is no company in the world that
does not use Excel. So, I ask once more: is it the most efficient
for this scenario?
Excel (strictly) is not a business intelligence tool. Translating
this term into activities: Excel is not the most suitable tool for
creating and maintaining management reports, it is not agile for
decision making.
THE PATH TO SUCCESS WITH POWER BI
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I notice a big part of people already used to working with Excel trying to bring into
this tool the automation of data structuring and maintenance tasks in reports using VBA
Macros ... See, VBA is a programming language, something that it isn’t as simple as a
mouse click.
In summary, the analyst receives a dataset from IT - which needs to extract and clean
the data (there are cases where even that doesn’t happen). Then the analyst must make
adjustments to the structure and format of the data, make calculations, and potential
adjustments in a way it can present the results in a graph.
What if you want to add something like a filter and that filter is related to the area
where that report is being sent?! If an area cannot see data from different areas, will you
make several reports, one for each area, and send it by email?! What if something goes
wrong, will you have to do everything again in every file and then send them again?! More
work and more time!
THE PATH TO SUCCESS WITH POWER BI
09
So far, I’ve only told you about the work to put the report
together. There are two more serious problems that I often see:
1. Spreadsheet feed:
Most of the information contained in a report made in Excel
has excerpts filled in manually, either by analysts, someone
from the operation, or the end-user ... Do you wonder what
happens if this information is filled incorrectly? What would it be
like to make a decision based on that?!
2. Sharing:
At some point you have probably received or sent that very
important report that goes even to the company’s director as
follows:
report_final_v1.xlsx,
report_final_v2.xlsx,
report_final_v2_adjusted.xlsx;
Not good right? On top of that sometimes it’s necessary to
spend even more time putting together a presentation because
in Excel format it is “difficult” to understand.
THE PATH TO SUCCESS WITH POWER BI
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This way of sharing may cause a lot of confusion when it
comes to reaching a consensus on the numbers. This might lead
to those meetings that end up being more about discussing
who is right and who is wrong than making decisions that really
matter. This is not beneficial for the business and distracts from
the focus on defining its strategy. Not to mention the issue of
information security, which in the case of these spreadsheets
would require password protection, which should be shared only
between the people with access to it. Is this really safe??
Cool, so we have the current context!
What does this reflect on the analyst? I wanted to bring you
this reflection. The analyst or anyone who works in this area
sometimes ends up frustrated because it spends most of the
time creating reports that often will not even be used. Thus, it
loses the essence of the position of an analyst who should be
analyzing the data to help the company in a more effective way.
THE PATH TO SUCCESS WITH POWER BI
11
I imagine you asking, “How to get around this issue?”
Not only you but large companies thought the same, and
that’s when Self Service BI tools were created. These tools
were developed to facilitate and automate the report creation
process, and this has a great influence on the democratization
of data use.
Okay, now we can talk about Power BI! This is where he
comes in ...
Power BI is nothing more than a Microsoft tool for Self
Service BI. With Power BI, you can optimize the reporting
process in order to focus on what really matters: analyzing the
data.
Throughout our journey, I will explain more about the tool,
how important it is nowadays, and how it can benefit your
career.
THE PATH TO SUCCESS WITH POWER BI
12
Imagine that you woke up and decided that you want to
explore a (new) trail - climbing a rock, for example.
You have never seen it up close, nor do you know what
properties it has - its elevation, extent - whether it will require
a lot of training, what kind of animal or obstacle you may
encounter, what stops are available on the way, etc. That rock or
mountain is Business Intelligence - the famous “BI”.
Most climbers do detailed research on the type of rock they
are going to climb, and you should do the same. I will help you a
little …
Business Intelligence is nothing more than a set of processes
for collecting, transforming, and organizing, analysis,
monitoring, and sharing any information that is the basis of
management of a business. Be it sales, stock, production,
financial, purchasing information, etc.
In any subject of any business, you need to take that raw data
generated by the systems and transform it into understandable
data to guide you in decision making in an agile, correct, and
assertive way. So, if you still had doubts about whether BI is
applicable in the company you work or intend to work for, I
believe that by now you have found out that yes, it is applicable.
MOUNTAIN
THE PATH TO SUCCESS WITH POWER BI
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As I previously said, the current scenario for
most companies - if not all of them - that are
beginning with Power BI or BI, is the extensive use
of Excel. All analysts use Excel a lot.
Not that this is bad. Excel is an excellent tool -
as I always say - and it does a lot of good things in
other aspects.
If you want to create a lean system, Excel is
perfect for that.
If you want to work the data in a spreadsheet
form, Excel is also very good.
Imagine yourself trying to climb a mountain with
swimming equipment !? This is basically what happens
when we don’t use the appropriate equipment to perform
certain activities.
Then, from mid-2005-2010 onwards, modern BI
platforms emerged.
These modern BI platforms - which is where Power
BI fits in - has helped the business areas (financial,
controllership, logistics, engineering, etc.) to have more
autonomy in relation to IT, having its own analysts to
create the reports even faster.
BI’s main objective: Transform raw data into
meaningful and understandable information that
will help you make a better decision.
THE PATH TO SUCCESS WITH POWER BI
14
Nowadays, the role of IT in BI projects has been to help business areas
become more independent and to create reports in an easier way.
This means that more people will have access to data, more people will be
able to make decisions with data and use it to their advantage.
When using BI tools you start to
democratize the organization’s
data, that is, they no longer need
to be restricted to the person who
extracted, used, or treated that data
last. The reports generated by them
will become available to the entire
organization if so is decided. They may
also be visible to specific groups but
unlike Excel, specific BI tools make
this process much more scalable and
practical. Whoever developed or last
edited that “report_vf_9.xlsx” will
no longer be the only “owner” and
responsible for it.
THE PATH TO SUCCESS WITH POWER BI
15
You have already researched a lot
about the properties of the mountain
you are going to climb. You already
know what the temperature and
humidity standard should be at this
time of year and what altitude it
should reach.
Now is the time to know which
route to take, after all, when it comes
to BI, there are several paths you can
take to achieve success. Knowing
your starting point, having proper
route planning and a clear view of
your destination can make a huge
difference.
To do so you must answer:
JOURNEY
THE PATH TO SUCCESS WITH POWER BI
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1. where do i want to go?
2. where am i?
Only then will you be able to choose the best
route to follow.
Grab a paper and a pencil and write down your
answer in just one sentence: what do you want to
find when you get to the top of the mountain? Is
it to be able to create reports in your in a quicker
way? Is it a new job as a BI Analyst? Is it your first
customer as a BI Consultant? Is it to apply the
acquired knowledge to switch to a different area?
Also answer: How far from this are you ?! Do you
already have business knowledge? Are you good
at logical reasoning? Do you have experience with
Excel or already work with any BI tool? Are you at
the base of the mountain and know little or nothing
about it?
THE PATH TO SUCCESS WITH POWER BI
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If you have never worked with a programming language,
if you have never had to analyze data, if you have never had
to consult a dataset, or have no experience with hiking and
mountain climbing, you need to choose a route that does not
require these previous experiences from you. And it’s good that
to join the world of BI, you don’t need any of that - at least at
the beginning.
I am not saying that there will be no obstacles or that you will
not need to adapt your ‘predefined’ route on the way. What I
am saying is that you need to decrease the difficulty level - the
initial barrier, otherwise you will probably get discouraged and
give up ongoing.
A lot of people get frustrated when starting a career
transition or learning some tools because they chose the most
difficult way to start, which means, they put a very big step in
the beginning. Do you know when you start weight training,
but your body is not yet used to high loads? You will hardly be
able to put 100kg on the bench press in the first week. You will
probably start at 5 pounds on each side and gradually increase
the load. It will be no different for you to start in the world of BI.
START EASY AND GET RESISTANCE
DURING THE WAY
THE PATH TO SUCCESS WITH POWER BI
18
Let’s suppose you are in a hurry! If you start on
this trail running or if there is a very steep stretch
initially, you will get winded at the top of the
mountain - or perhaps you may not even be able to
get there.
As a Business Intelligence professional, you
will probably need to connect to a dataset, for
example. But if I tell you to learn everything about
datasets now, without ever having seen one, I will
be putting a very high step at the beginning of your
new journey and, again, I do not recommend it!
Define whether you will start by learning about
business or a specific tool. That goes from person
to person, according to its familiarity and ease. I
started by learning Power BI. I wasn’t an Analyst
at the time, nor was I from an IT department. How
about you? How are you going to start?
THE PATH TO SUCCESS WITH POWER BI
19
After exploring a little about the mountain properties, defining the
planning and route to follow, it’s time to choose the main equipment you will
use on your way up to the top.
It is known that BI solutions are now more intuitive, and, in the beginning, it is important
that you look for the options that present this characteristic.
Without any doubt Power, BI is the greatest example, after all, we are talking about a
powerful, versatile, and very (VERY) simple tool to use.
You don’t even need prior knowledge to start using it today if you want to. Anyone can
work with Power BI and perform analysis, generate visualizations, and create
reports that best suit their needs.
Best of all, with Power BI you only need to build the report once. After that,
you can schedule updates, focus on analyzing the data, and finally honor
your position title as an ANALYST!
Power BI is indeed a complete tool!
No wonder so many companies are
opting for Power BI as a technological
solution in order to save time and
resources, as well as gain scalability!
EQUIPMENT
THE PATH TO SUCCESS WITH POWER BI
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Why should I choose
Power BI?
1.	 Continuous updates and improvements:
every month;
2.	 Large User community (Web);
3.	 You don’t have to pay a single penny to
start using it;
4.	 Possibility of presenting data in real-
time;
5.	 It’s easy to use;
6.	 Numerous connection possibilities with
data from different sources;
7.	 Integration with other Microsoft
solutions (Azure, Azure Machine
Learning, Sharepoint, SSAS, HDInsight,
etc);
8.	 Ease of performing simple ETLs and
Data modeling;
9.	 The great power of DAX expressions to
perform advanced calculations;
10.	Reports interactivity;
11.	Advanced graphics and visuals;
12.	You can use Python and R for both
visuals and ETL steps
13.	Possibility to share reports and
dashboards with anyone;
14.	Mobile app;
15.	Possibility to embed reports on
systems and websites (low cost of
implementation due to the cloud-based
model) and
16.	Unbeatable price: a PRO account
costs $ 9.90 per user/month.
THE PATH TO SUCCESS WITH POWER BI
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Not convinced yet?
Have you ever heard of the Gartner Group? It’s a worldwide known and
respected Research Institute and Consultancy in the field of ​​Information
Technology. This group publishes its famous “Magic Quadrant” every year,
allowing to monitor the evaluation of the main technology companies.
It is especially important for companies that plan to acquire
technological solutions because it allows them to analyze
the advantages of the main products available on the market
according to their needs. And guess who is the 13th consecutive
year leader when it comes to analytics and BI platforms in 2020
?! That’s right! Microsoft!
The Leaders quadrant is where everyone wants to be. When
a company is positioned in this quadrant this means that it
has a strong domain and is concerned with the intuitive user
experience, which increases the level of customer satisfaction
and in addition, presents news in the segment.
Magic Quadrant for Analytics and
Business Intelligence Platforms
Source: Gartner (February 2020)
THE PATH TO SUCCESS WITH POWER BI
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After presenting the main characteristics of this (wonderful) tool, we need to know how to use it and it will
depend on where you are on the mountain.
Based on my experience in the area and contact with projects, I’ve identified 7 Pillars for building a Power BI
project:
Tool use
Extract
Step where
we get the
information from
the dataset,
performed
on Power BI
Desktop.
Transform
Step where we
clean, and treat
the data and
is performed
in Power
Query that is
in the Power
BI Desktop
environment.
Modeling
Step where
we create the
relationships
between data
tables, and is
done in Power BI
Desktop.
Calculation
Step where
we create
the measures
using the DAX
language for
analysis, and it
is performed
in Power BI
Desktop.
Visual
Step where
we create the
storytelling and
present the
information and
insights created,
performed
in Power BI
Desktop.
Distribution
Step where
we share
the reports
created with
end users and
customers, and
it is performed
on the Power BI
Online platform.
Automation
Step where
we update
the dataset
automatically and
programmed, and
it is performed
on the Power BI
Online platform.
THE PATH TO SUCCESS WITH POWER BI
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Each pillar corresponds to a step on our way
towards the top. You must pay close attention
to the base of the mountain: extraction
and structuring. If the data is not handled
carefully, everything that comes after might be
compromised!
It is as if you step on a base that is not so
attached to the rock but you still need to hold on
to it. At any time you may fall, including the very
moment before presenting a report to your boss or
client. Can you imagine what a disaster?
THE PATH TO SUCCESS WITH POWER BI
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Now that you have defined where you want to
go, understood a little about what the mountain
is like, which route to follow and what equipment
will help you to achieve your goal, you must define
a strategy to be able to use the tool in the best
possible way and thus prevent it let you down
halfway! More than that, you need a strategy in
order not to get lost or give up before reaching the
top!
So let’s first check if you have the necessary
prerequisites to learn Power BI!
THE DEFINITION
OF STRATEGY
THE PATH TO SUCCESS WITH POWER BI
25
No, you don’t need to master Excel.
Though Power BI and Excel are both from Microsoft,
they are independent tools with different purposes. Excel
is used for spreadsheets manipulation, while Power BI is a
tool for creating reports and dashboards.
Many people insist on using Excel to create reports,
which I don’t recommend. Below I’ll show you the reason
I insist you adopt Power BI as a reporting tool! Trust me:
you won’t need any knowledge from Excel to learn Power
BI.
In fact, sometimes it’s even better that you don’t know how
to use Excel, as the calculation method is different in both tools,
making it easier to learn something new (Power BI) if you are
not “addicted” to something old fashioned (Excel).
I, Leonardo Karpinski, know the basics of Excel and
only use it as a data source for Power BI. I don’t do any
manipulation in Excel, NONE at all. Everything I do, I do
directly in Power BI. You don’t even need Excel installed
on your machine to work with Power BI.
1. ExcelPrerequisites for
learning Power BI
THE PATH TO SUCCESS WITH POWER BI
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2. Higher Education
In the past, higher education was the major aspect for
selecting a professional in a job interview. Nowadays, in the job
market, that is no longer the case. The most important thing
today is being able to prove that you are capable of solving
problems.
What made me stand out in this area was not my education.
I’m a Mechanical Engineer and nobody cares about it that
much. As a matter of fact, I don’t even remember the last time
someone asked me about my education. What people really
want to know is about my developed cases, that is, about my
Project Portfolio.
I can prove to people that I know how to solve their problems
in a short time. That’s what matters! So you don’t have to be an
IT person to use Power BI. You don’t even need a degree. This
won’t affect your learning, much less your reputation in the
market.
What you need is to show people that you have mastered the
concepts and the tool, and demonstrate that when
they present you something to solve, you will do it.
THE PATH TO SUCCESS WITH POWER BI
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3. Essential
Anyone, from any area, without any prior
knowledge, is able to master the tool as long as
they have the will, dedication, planning and focus!
Trust me!
THE PATH TO SUCCESS WITH POWER BI
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Today, with the advance of the Internet, we have a lot of content available
to learn whatever we want. However, if you want to focus on something, you
should have as few distractions as possible to get to the top faster. When
you decide to study on your own this ends up becoming the main issue
because with so much information available, such as know how to filter at
the ideal point - not too much, not too little?! Complicated, right?!
The strategy I recommend so you don’t get lost is to take a course -
obviously mine, right?! #merchandisingtime
With this course you will be able to have in hand, in an organized way,
everything you need to learn Power BI, in the correct sequence, without
being stalled and without skipping important concepts so that you are not
just another “tool knowledgeable”.
The Complete Power BI Course goes from zero to the most advanced in
the subject. It doesn’t only present content about the tool. For that reason,
in October 2020 I decided to call it Power BI Experience.
That’s because it is literally much more than just a course, it is a true BI
experience, which might help you to migrate to a different area, stand out in
your company and deliver quality products to your customers, regardless of
your academic background, through all content and various bonuses that are
available.
Strategy
THE PATH TO SUCCESS WITH POWER BI
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In this course I’ll show you how to make a performance
model using a large dataset, I’ll teach you about
modeling, dashboard design, advanced analysis in DAX ...
I also talk about career, I give several tips that
are outside the scope of ‘learning the tool’ and are
fundamental to your development in the BI area. I also
teach you how to map requirements and price a project if
you want to be a consultant.
If you have been with me for some time, you know
that I make several Free Livestreams and make some
materials available for a limited time. If you are a student
of the Complete Course you will have access to ALL
Livestreams to watch whenever you want along with all
the material - which are exclusive to the students. So,
those “30 hours” mentioned on the course description
corresponds only to the part I speak of the tool itself -
which means, there is much more content than you can
imagine (more than 120 hours).
THE PATH TO SUCCESS WITH POWER BI
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It’s important to remember that I make all files used
in classes available, such as the datasets, solutions in
Power BI file and even the templates and icons that I use
for reports. As I said, all the materials from Livestreams,
events and Workshops I held are also there! So the
content is infinite!
I will take the opportunity of talking about the course
to send special thanks to my students. One of the coolest
things and that I am super proud to speak of is that my
students are very participative and help each other a lot.
We have a platform where people can post questions
and help each other - in addition to our team, which is
always available to answer people too! This is wonderful,
but there is even more: our group on Telegram - which
already counts with thousands of students and is where
I share all the job opportunities I receive so that students
can apply! Everyone is evolving together and helping
each other! I am very pleased to have highly participative,
engaged and motivated students! There’s nothing to
complain about!
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If you find yourself self-taught and can manage your
studying with books and tutorials on the Internet about
what you want to learn, then great! But you still need to
plan. What will be your goal tomorrow? Do you need to
buy any books? What exactly are you going to learn?! How
will you practice?
The same is true if you want to take a course. Many
people end up enrolling in several courses at the same
time with the illusion that they will be able to manage all
of them in a short period of time. You may even be able to
“finish” them all in, I don’t know, a month. But what about
retained knowledge?! What did you learn in all these
courses will remain in your memory tomorrow or the next
week?! I bet not! So here is my suggestion:
Planning + Focus
Start with what you will be
able to finish.
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Don’t make a huge list of what tools you are going to learn
today, tomorrow, next month.
I’m not telling you to sit idly because you think you won’t be
able to finish, that’s not it. Nor am I saying that there will be
no exceptions, I mean, days when you won’t be able to
attend that class you planned to watch. But as I said, they
are exceptions and not the rule. I’m just asking you to be
honest with yourself in choosing what you’re going to do.
Your planning must be compatible with your routine and
your learning profile / pace. Planning cannot be utopian!
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Every good planning requires that you prioritize certain things
over others. As I mentioned, it is not a good strategy to attend
5 long and disconnected courses at the same time because
you are in a hurry. You will not have a quality learning and
knowledge retention will be minimal.
We’ve all a lot of things to do, right?! Master Power BI’s
Livestream, talks about this and that, online courses that were
free ‘just today’ - and ends up repeating itself every year -, a
son who needs your attention, your boss asking you for things
for yesterday, bills that won’t stop coming, your dream job
opportunity demanding that you have 5 years of knowledge in a
tool that only existed for 3 years… Phew! Complicated, right!?
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If you don’t prioritize your activities, you will find it VERY
difficult to achieve your goals and take a LOT more time to
achieve it.
If you choose to take an online course, include this activity in
your routine - as if it were an activity like “brushing your teeth”.
Do you ever stop brushing your teeth? Of course not, right?! The
same must be done with your course.
If you know that your job takes a lot of time out of your day
and you always need to work extra hours, why not start your
day a little earlier to attend that class of your course instead
of waiting the night hours and “find out” that you will not be
able to watch it because you are still working and will not
have “time” ?! Don’t self-boycott with “Today it didn’t work,
tomorrow I’ll try again”. Do it better and change your mindset:
“How should I make it work tomorrow?”
If you really want to take a course, but it is paid, and you have
no money for it now ... Why don’t you start saving some money
today, stop spending on less important things?! That is, start
planning and prioritizing what is most important to you right
now!
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A tip I usually give my students is to focus on what you
are learning. Many people are desperate with the amount
of technical terms and BI tools that are available in the
market. They end up lost trying to know all of them and
making an endless list of items to learn.
Let’s take a look at a very simple example of inefficient
and efficient planning:
If you take a close look, the first “Planning” has a list of tools that tends to get bigger and bigger
over time. In this the only concern is with learning how to use tools quickly, shallow.
You will probably get tense when looking at this list next week because you’ll still be in the first item
while 4 more have already been included. How long does it take you to actually ‘learn’ how to use each
one?! Define one focus at a time and don’t make long-term plans like that.
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Stop worrying about planning too much about
which tool to learn next. You need to master one
of them, and with demand or need you learn
another one. This will only be possible if you focus
on understanding BI processes and concepts first.
Remember:
Learning the tool is the
least of the problems when
you understand the concept!
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This is just a warning I want to make so that you don’t fall into
the trap of ‘planning too much and doing too little’.
Let’s suppose you’re already climbing the mountain, stop to
rest on the way and plan to resume climbing at 6 am the next
morning. As you are very tired, you end up oversleeping! Dear
Gosh! You won’t be doing exactly what you planned, but will
you stop and give up?! Will you wait until the next morning to
resume at 6 am?! No, right?! You will keep going anyway! That’s
the point!
If you think you will never fail or that you need
the perfect conditions to start something, you will
hardly be able to get anywhere better than you are
today! Think about it!
Regardless of what choice you make: whether to learn
business first, take a course to learn a tool, study with books
on a certain topic ... Keep in mind that there won’t be a perfect
condition for you to start something. You must be finding me
confusing now:
“ Huh?! Didn’t you just talk about
planning ?! Are you crazy, Leo ?! ”
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Dedication
I want you to take a moment and think: when was the last time you really
dedicated yourself to something? Also, what did it feel like? I’m sure that
regardless of the result you were happy with your performance and took
positive things out of it!
The dedication and effort you put into any activity is totally related to your
success in it. Let’s take some examples.
Do you know Bill Gates is? Have you ever heard of him? There is a very
cool documentary about him on Netflix called “Inside Bill’s Brain: Decoding
Bill Gates”. In this documentary, you can see several aspects of why he is
successful! One factor I consider paramount and that without it nothing
would have worked in his career is the dedication
he has to make things happen.
Another example: Michael Jordan! In the series
“The Last Dance” there are several occasions in
which his colleagues and opponents attributed his
success to the dedication he had in the games, and
that involved a lot of practice - training.
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An example of mine now, outside the BI area. Anyone who doesn’t
know me yet shouldn’t have any idea that I was once a bodybuilder.
That’s right! Do you know those “pumped” guys who turn orange with
so much paint and self-tanning that they pass on the body and are
doing poses with their muscles on the stage? I was one of them. Here
is a picture of me from that time:
In 2013, at the age of 28, I weighed 90kg with only 4% body fat. It
wasn’t always like that, obviously! In 2004, when I was 19, I weighed a
measly 60kg (I’m 1.80m tall). At that time, a friend from college once
told me: “man, don’t you think you’re too skinny ?!”. And that stuck in
my head, so I decided to start going to the gym with him, because it
really bothered me.
And look, it was painful at the beginning: it took me over a year to
gain 5 kg.
But I didn’t give up. I kept going to the gym and dedicating myself a
lot to maintain a balanced diet and an adequate training pace. It took
me about 8 years to get to a body that I think is cool! When I got to
that point, I decided to take an extra step
and challenge myself even more: I decided
that I would enroll in some bodybuilding
competition, in the Men’s Physique category.
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Why did I do that? This sport only wastes money,
there is no financial return. I did it so that I felt
challenged to reach a goal that one day seemed
impossible. And I did it, I became a Santa Catarina
champion in 2013. The most interesting thing is
that, at no time, I thought I couldn’t make it. I was
always sure that it would work, because with hard
work and dedication we literally get what we want!
At the time, those who saw it from the outside
and did not follow my daily life during all this time
asked me: “Okay, but tell me the secret of what
you took to get in this shape because I want to
take it too”. It was always the same question!
If I ask you what it takes to have a healthy life
and a nice physique, I bet you would know how to
answer, right? We all know what it takes to do this:
eat well, rest and train. The problem is to run this
for 365 days, 3 years, 8 years in a row, without fail!
So, with these examples I speak without any
doubt that, if you have a coherent planning, focus
and dedication, you can get where you want. It
just depends on YOU and nobody else! Believe in
yourself!
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We have defined the strategy and are aware of the necessary
dedication to begin the journey! You know that you will need
to start a training routine, after all, if you have never climbed a
mountain, you won’t become a specialist overnight, right?
The courses I offer will be your training environment. You will
gain knowledge, understand how to use the tools correctly and
have all the necessary training to improve your fitness and then,
reach the top!
Great! You already know where to practice ... However, how
are you going to do that? This is a relevant question, because
if you don’t define how many hours you will dedicate, the time
you will take the classes ... nothing will actually happen.
There are several ways to do this, but I recommend that you
always focus on the aspect you want to develop. For example,
if you are really a beginner and want to start from scratch, then
focus on finishing the course you are taking.
THE JOURNEY BEGINS
WITH TRAINING
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Also, be aware of other learning options. Here we
will talk a lot about creating your own project portfolio
for presentation and dissemination. So, there may be
questions about how to work on topics that are not in this
first stage of training.
To help you find other topics and stay tuned to various
business areas I suggest:
1.	Watch Livestreams and Workshops related to the theme;
2.	Engage in public challenges (in my course we have a
Bootcamp, for example);
3.	Engage in Q&A communities where you can understand
what kind of problems professionals in this area face
in their daily activities (I have a Telegram channel and a
community, for example).
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How many times have you told yourself: “Monday I’ll start this ...” or “Will I
be able to do this training now” and also “When I get done with my company
projects I’ll start studying”??
This is exactly the kind of thinking that won’t let you evolve and pursue
what will really make a difference in your career! Get out of your comfort
zone, challenge yourself. Don’t wait for the perfect time to start learning
Power BI. If you are already familiar with the tool, don’t wait till you have free
time to create your project portfolio, improve your network, and promote
your LinkedIn profile.
By now you have already identified where you want to go, you already
know the tools you will use, and you have trained enough to make the
journey up the mountain. So, it’s hands on… Without it, things won’t happen.
If you think “oh, but this task is too long”, then break it
down into smaller tasks and don’t think about spending 3
hours on it directly. Think about just starting and spending 5
minutes working on it. When those 5 minutes have passed,
it is highly likely that you will want to continue, as you have
already started. The great difficulty in performing tasks we
always procrastinate occurs at the beginning. Once started, the
chances of finishing increase considerably!
WAITING FOR THE
PERFECT MOMENT
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I warn you that there will be times when
even though you have practiced and a well-
defined strategy you can still be taken by
surprise. This is natural, it is real life!!! So,
what to do?? The first thing is not to despair
...
In addition to the technical knowledge
we have commented on, there are other
skills you will develop as you head into this
journey, knowledge that we must have
in order to stand out as professionals. I
strongly recommend reading and learning
about soft skills and self-knowledge so you
can know your strengths and weaknesses.
More than that, look for professionals in
the field to talk and learn more about the
subject, as if they were mentors! By reading
this book you will already have a lot of
baggage and direction on what to look for
in those moments. So, go back and reread it
and I’m sure it will help you.
To sum it up, don’t wait for the perfect
moment! It doesn’t exist ... Set new goals,
achieve goals and find purpose in what you
aim for! Step out of your comfort zone and
into your growth zone.
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tips
PORTFOLIO
Creating a portfolio to present your work to future clients (or
even get that job you have always dreamed of) is a fundamental
part of this puzzle. Many people fool themselves or make
excuses for not taking the time and developing their portfolio,
they can’t imagine the number of opportunities they miss
because they are not showing their work.
“It’s no use knowing something if
you don’t know how to show it to
people.” Leonardo Karpinski
There are some ways to publicize previous work, such as
LinkedIn and Instagram, where several people can see your
posts. However, my focus will be the creation of a website/blog
where you can directly present your portfolio.
Write it down, as it is not a 7-headed beast and there are
some fundamental items to achieve success with your portfolio.
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In this step, you must select the subjects or areas that you are familiar with and also
that make sense to your target audience. It is worth (a lot) checking other portfolios to
understand what is being presented in the market and take a look at the LinkedIn job
search section. In the Job Search section, you may have an idea of ​​which are the main
areas that have more vacancies available for those who work with BI.
Another important thing, in addition to placing images of these reports on your website,
it’s good to specify the objective and even the requirements of each project you have
developed.
On his website (https://thiagovianas.com/power-bi), our student Thiago Viana details
each of the dashboards he has developed and provides real-time interaction. Some areas
that are in the spotlight are: financial, commercial, health, production, and HR.
So, in summary, check out what areas you are already familiar with so you can start
building your portfolio and map those you haven’t mastered yet to go after and learn!
Just because you don’t know it now it doesn’t mean you cannot seek knowledge, learn
and also take this product to your future customers.
Reports
Selection
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Having defined the subject of the reports for your portfolio, you will need the dataset
in order to develop them. This is a point where many people struggle with, but there are
several options for obtaining datasets. I will list some of them below:
In my Complete Course and some Youtube Livestreams:
http://youtube.com/AprendaPowerBI
Kaggle Data:
https://www.kaggle.com/datasets
Microsoft Data Base:
https://www.microsoft.com/en-us/download/details.aspx?id=18279
Well, you may be wondering how to use the data I provide in my course and in my
Gathering
Dataset
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Livestreams. To illustrate, take a look at this portfolio that Frank Figueiredo created with
the dataset from the Bootcamp carried out with students from the complete course:
https://frankfigueredo.com.br/
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The time to get your hands dirty and develop your reports has come. It’s worth
mentioning that they will be your gateway to land new jobs, so you need to have a lot of
CARE and make sure they are RELEVANT to the market. This is the way to delight your
customers with your “showcase”.
It is particularly important that you pay attention to the details when developing your
Dashboards, choosing the appropriate visuals and indicators that you will present. Study
and check elsewhere if what you intend on showing makes sense to the business!
Other key points in the development are the choice of a suitable color palette and
themes. Missing this can be a shot in the foot.
Finally, pay attention to formatting, alignment, and extra visuals (tooltips / indicators
/ navigation between pages) when finalizing the project. These details certainly make a
difference for the customer when choosing you!
Development
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Well, by now you should already have your dashboards ready to present and delight
your customers, with everything in its place. And then comes the question: “How am I
going to publicize this ?!”.
It doesn’t help your report to have several navigation pages with several cool visuals
if your client is unable to view correctly when entering your page! Then, try to insert
beautiful images for dissemination (with a view of the dashboard on a PC and mobile
screen, for example) along with the navigation file. Look how amazing the examples
below are:
Presentation
Format
https://beesimple.com.br/portfolio
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Another highly effective way of dissemination is creating navigation videos from your
dashboard. In this way, the client has the “experience” of how to navigate the tabs while
watching the video, and can then replicate in the published report:
Navigation video of the published dashboard: Dashboard published in Power BI Service:
https://www.datapowerbr.com/
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Just as the portfolio will show your client your work, the site will also demonstrate a
little bit of who you are. When we think about website layout, we have to keep in mind
what information besides the report is key to winning over your client. What is more, you
must remember to provide your contact information clearly so that interested parties
may contact you.
I made a list of the main items you can have on the site to earn some extra points:
About Us:
This field is important for the customer to have a quick understanding of who you are.
It should contain information such as training, length of experience, area of ​​expertise and
something relevant about how you are involved with Power BI solutions.
Services:
Detail the activities you have knowledge about and may develop for the client. Do not
focus only on areas of expertise such as finance, HR, etc. .. go further and explain to the
client about the steps you will take on the project, for example, from data extraction to
sharing the ready report with the automated update.
Layout
Definition
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Articles:
Demonstrate your knowledge on relevant subjects to your customers. In addition to
being a way to attract customers, you will certainly learn more about different topics and
build a larger network of followers!
One of the best ways to learn something is writing about it, as it will make you research
the subject before publishing it.
Portfolio:
Apply everything I mentioned so far and put the best of the best in your showcase. To
contribute a little more, in addition to the examples I mentioned earlier there is a nice list
of sites with portfolios for you to use as an example:
site: http://mmsbi.com.br/
site: http://www.gaveabalance.com.br/
site: https://www.decodificadados.com.br/
site: https://www.mindbi.com.br/
site: https://www.mrcconsultoriabi.com.br/
All these sites were created by students from our Power BI Complete Course.
Clients:
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If you have already completed a job for a customer, it is very well seen to make it public
on your website (with his consent). It shows a lot of credibility to future clients and may
be a decision factor when it comes to getting a contract.
Contact:
Last, but not least, is the area reserved for contact. It is important that you do not
just leave your phone here, for example. Always be willing to provide at least one email
address, because if your customer is unable to get in touch via phone first, at least they
have the option of leaving a message for you! Remember to provide a professional email…
none of those emails from your teenage days, huh?!
Well, websites ready for dissemination and contact! Now where to advertise?
A great option is your network of contacts (therefore the importance of networking)
through email marketing, as well as LinkedIn, Instagram, Facebook and, of course, Google.
Make sure you have enough budget to create ads on Google Ads, this helps A LOT.
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Throughout your career you will come across several
people who may or may not be on the same mountain
level as you.
It may be that in the middle of the way, the water in
your bottle runs out and this makes it impossible for you
to continue, after all you will become dehydrated and
take more risks during the climb. At this point, to not give
up on continuing you will need help.
What if, from the very beginning of your trail you never
spoke to anyone or even introduced yourself, will you get
someone’s help? Well, if people don’t know you exist or
what you do, it gets a little difficult, don’t you agree?!
It is very important to make contact with people who
are in the same struggle as you, and not only because
one day you may need them, but because you want to
evolve, right? Having people in the same path around
you can help you not fall into traps or improve your skills
in some area that you didn’t even know needed to be
improved.
NETWORKING
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Protocooperation or mutualism is an ecological
relationship where the organisms involved benefit from
this interaction - although they can live without one
another. As an example, we have the buffalo and bird.
The buffalo has ticks and the bird lands on it to eat its
ticks. Both the bird and the buffalo benefit from this
interaction. When I think of networking, I remember
protocooperation.
Imagine that you just learned how to use a tool. You
are getting along very well with it but suddenly there is a
problem you have no idea how to solve.
Whoever is willing to help you will “win” in this
relationship because it will increase the repertoire
of challenges and themes you have already dealt
with - learning something new or fixing even more
what you already know. You will also “win” because
you will have your problem solved or a clearer path
to the solution.
In the Complete Course we have a platform for
student’s questions and the coolest thing is that
the students themselves answer each other’s
questions. It is a highly active community!
Protocooperation
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Helping others in the same way that you would
like to be helped is an excellent way to learn, show
and make connections with people who are on the
same path. In addition, you have no idea how many
contracts the most engaged students have signed
within our community. You are literally leaving
money on the table if you don’t participate and
help others. Think about it!
Well, it’s impossible to talk about networking
without talking about LinkedIn, right?! Below I will
give you some advice on how to make the most out
of this powerful tool!
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ONCE YOUR OUTDATED
LINKEDIN PROFILE...
You probably have a LinkedIn profile. Is it updated? Fully
filled? Is it positively attracting attention? Are you making the
best out of this tool? Here we go...
1. Profile picture
- Have one! It’s mandatory!
- What matters is you: The photo must clearly show YOUR
face without shadows on top of it.
- Background must be simple, after all it is your face that
should attract attention and not the background of the photo or
the sunglasses you are wearing. [No sunglasses or caps, okay?!]
- Smiling is not forbidden. A light and natural smile may lead
people into seeing as someone friendly and willing to talk.
2. Cover picture
- Choose a cover that is related to the area you want to act
in, related to your personal brand, or something you believe in.
Be authentic! Most people don’t care about the cover, but it is
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one of the things that stands out the most when
someone visits your LinkedIn profile.
3. Professional Title
- The title is what appears just below your
profile picture. You have 220 characters to insert
the maximum number of keywords related to the
position you exercise or want to exercise, so be
smart and caring! Get inspired by good references!
- No “Seeking opportunities” or “Studying Power
BI”. Be more effective!
4. About (Overview)
Now it’s time for you to highlight the key points
on your profile.
- Items you can’t miss:
•	 What do you do today and your area of​​
expertise (how long have you been doing
this?);
•	 What are the main tools you use;
•	 What non-tool knowledge you have (soft
skills);
•	 List impactful results you obtained in previous
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professional experiences. What did you generate in
terms of results in the places you worked before?
What was your differential?
5. Experience
- List in topics the activities performed (try not to
exceed 2 lines for each topic);
- Be sure to fill in the period for each experience (start
date and end date)
- If possible, leave the first topic for the “Results”
generated in each experience - this will draw attention,
so the person click on “View more” to expand that
experience
Ex: you automated a process and by doing so people
started to finish some (daily) activities faster. Measure
that! How much did that represent in terms of hours?!
“Process automation X generated 2 hours saving / day
per employee”
If you never thought of describing the results you
generated for each company in your professional
experiences, pay attention to it from now on and write it
down so you don’t forget!
6. Custom URL
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- It makes you more likely to be found, for example, on a Google
search.
- How to do it?
Access https://www.linkedin.com/public-profile/settings and edit
the “Change your custom URL” field to the right of the page.
My profile has a custom URL - I use that shortened first/last name
on almost all my social networks:
https://www.linkedin.com/in/leokarpa/
7. Post
- Get out of the shadows
Stop just liking other people’s posts and sharing things that
everyone else shares. Make relevant posts to the people who follow
you, be original. Captivate your audience with the quality of what you
post.
Stop thinking that someone might not like what you publish. Stop
thinking about others. If I were to care about that, I would be screwed!
- Use #hashtags and tags!
This helps your post reach more people!
Example: If you are going to post a video about a dashboard you
did in Power BI, don’t forget to use at least these hashtags: #PowerBI
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#BusinessIntelligence #Dashboard #Microsoft, and to mention: @Microsoft. (If you learned something from me, tag
me and use the hashtag #MestrePowerBI, of course)!
- Public mode
Make sure your post is being made in “Public” mode. In some profiles LinkedIn changes the default setting from
“Public” to “Only connections” and there is no way to change this after publishing - it would require a deletion and
repost in Public mode.
- You are not a content sharing robot
If you are sharing a blog article, comment briefly on it when posting. Show that you read it and are sharing
because you REALLY found it interesting. If you take care of the quality in your posts, you will see more and more
people following you.
If you are sharing about a course you have taken or a certificate you have earned, talk briefly about what that
course or certificate is and why people should consider it relevant.
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8. Make connections
- Connect with people who have the same goal
as you! Remember about running out of water at
the mountain?!
- Don’t be afraid to connect with popular
people on LinkedIn (as long as that profile adds
something for you, alright ?!). Don’t just think about
connection numbers!
Final tips:
- Fill in as many fields as you can!
- Be sure to fill in the place you live and the skills
you have.
- Whenever possible ask for “recommendations”
from people you have worked with so that they
can endorse your profile and qualities. Preferably
do this while you are still working with them. If
you leave it for afterwards, the person may end
up making a ‘standard’ recommendation, without
much effort or care.
- Be careful when writing! You don’t need to
write with all the formality in the world, nor should
you write as if whoever was reading belonged to
the same area as you (with lots of technical terms)
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but you can’t write in a sloppy way! Be careful with your English and spoken language vices!
- Not only access LinkedIn more often but interact too! You can’t expect your profile to stand out
with arms (fingers) crossed, right?! Interacting is important (not just when you need something or
looking for a job)! Interacting doesn’t mean just liking posts. Comment or call to chat if pertinent.
- Watch out for public criticism. If you have something to criticize or suggest improvements to
someone else’s (someone you are not close enough) shared work on LinkedIn, avoid doing it publicly
(commenting on the Post). Talk to the person in private (by message)! Many people don’t take criticism
well and this can undermine your relationship. Besides, depending on how you write it, you may end up
being the “boring critic” of social networks: the famous #hater.
THE PATH TO SUCCESS WITH POWER BI
65
CAREERS WITH
POWER BII honestly find it difficult, but you may still be wondering if
Power BI really works for your career. I can identify four types of
most common user profiles:
1.	 The professional who is in the business area, such as
finance, accounting, administration, engineering, sales,
management, etc., and uses Power BI sporadically to build
some management reports;
2.	 The professional who works specifically with reports in its
area, whatever it may be;
3.	 The professional who is from the IT area or is a BI Analyst
responsible for creating reports for all areas in the
company. This is the BI professional, nor only does he need
to know Power BI, he needs to know BI as a whole;
4.	 BI consultant: who needs to know everything about
everything, right?! In addition to the need to master
tools, he must be able to implement PBI in companies,
how to extract dataset and, many times, even create a
Data Warehouse. This professional needs to understand
business very well to generate value for the customer
through insights.
THE PATH TO SUCCESS WITH POWER BI
66
Nothing better than talking about careers
through concrete examples, right? We did
interviews with some students to see how they got
to Power BI and what has changed in their lives!
Chat #1
Taiane in focus
Born in Bahia - Salvador, Taiane plays the guitar and loves
good wine. Brave, she does not escape a challenge.
She has a degree in Accounting and great expertise in Taxes -
where she has been working for over ten years.
She recently discovered what this universe of Business
Intelligence was and nowadays applies various knowledge in his
area of ​​expertise.
THE PATH TO SUCCESS WITH POWER BI
67
Taxes, taxes and more taxes
Since her graduation, Taiane has always worked
with taxes - even when working in consulting and
audit. She had Excel as her ally and learned to manage
to work with VBA to automate some tasks.
The need to learn Power BI
When she joined as a Manager in the company she
worked for, she started to coordinate a large team
with some different activities that, at the beginning,
she didn’t know very well. Her IT colleague suggested
migrating some of the activities she was already doing
in VBA to Power BI and it was from there she began
to search for more in-depth knowledge. Despite not
having such latent demand in the company, at the
time curiosity and interest in new tools and challenges
drove her to studies.
The job switch
When she decided to leave her last job, she went
on to research what the market was asking for within
the area of ​​interest (taxes) and Power BI appeared
again. To have a more structured learning, she decided
to join my first course launched in 2017 (which is no
longer airing).
The new opportunity
A vacancy arose in the company she is in today, but
one of the prerequisites was knowledge in Power BI.
The immersion and dedication in the course made
her confident in applying for the vacancy. And guess
what?! She was approved!
We can’t say that this was the only reason for her
approval for the position, after all there were 9 stages,
but without a doubt it was a differential.
New course
After finishing the first course, already envisioning
the new job she would start, she joined my Complete
Course in 2020. As this course is much more than
a course on BI tools, she ended up being amazed by
Business Intelligence - which ended up motivating her
to do a post-graduation in the BI and Analytics area.
The first Dashboard: focus &
commitment
This focus she had on pursuing to learn even more
about the tool was fundamental, because in the first
month in her new job she needed to make a complex
dashboard. With a lot of hard work and help from
our Telegram group she managed to deliver the first
THE PATH TO SUCCESS WITH POWER BI
68
dashboard! Then came the second, the third...
Reference in Power BI
After the first delivery, people started looking for
her to clear up doubts and, ‘unintentionally’, she
ended up becoming a reference, even though she
recently joined the company.
Motivation and obstacles size
Taiane mentioned difficult moments everyone faces
when you level up on the tool.
With Power BI it’s the same, you need a structured
knowledge base to level up. There is no use trying to
overcome a huge obstacle when you are still crawling!
We talked about it at the beginning of the Ebook!
Love & Hate
I asked Taiane what she loves and hates about
Power BI and she answered one aspect: “D-A-X”.
Love is clear when she talks about being able to
graphically demonstrate what the customer wants
through DAX, and this is related to the great flexibility
that this language has. Hatred appears only when she
can’t quickly calculate something because it demands
a little more “creativity”, but in the end she always
ends up making it work.
“You need to be motivated. If
not, you will stop at the first
obstacle. More than that, you need
to know the size of the obstacle
in order not to give up too soon…
If you ask me:
- Taiane, let’s run a 42 Km
marathon tomorrow?
Well, I don’t leave my place to
go over the corner, do you think
I’m going to face a marathon like
this and stop halfway?! I really
won’t!
But if you ask me:
- Taiane, let’s go for a walk
tomorrow?
Then I’m in!”
THE PATH TO SUCCESS WITH POWER BI
69
Many people who already used Excel and started
working with Power BI found it difficult to work with
DAX at the beginning, because there were already
many concepts rooted in the use of this tool - such as,
for example, the concept of “cell”. That’s why I always
say that you don’t need to know Excel to learn Power
BI. Sometimes it can even be a facilitator for you to
learn DAX faster...
Interviewee tip
The first time she saw Power BI she was amazed,
and this amusement generated interest in learning
more and more about the tool. So, her first tip is:
“Be amazed by what you are proposing to learn”.
Then: “Don’t be afraid to learn, chase and dive into
opportunities!”
If you want to know more about Taiane
Albuquerque, you can check here Linked profile here.
“If you liked it, if you were
amazed by it: study, try to have
people with the same goal around
and dive into it.
There will be no such perfect
being that is asked for on
LinkedIn job opportunities: one
who will know everything about
everything, with experience in
everything and at a young age.
The experience is not due to the
time you do it but the intensity.”
THE PATH TO SUCCESS WITH POWER BI
70
Fernando in focus
Born and raised in Belo Horizonte - MG, for what he told us
he just moved to a different street in the city. He has a degree
in Production Engineering, post-graduation in Lean Production
- UFSC (process optimization and lean production, focused
on cost reduction) and also has a post-graduation in Project
Management and IT. Extremely dedicated, with a strong urge to
help others and a rare case today, as he has been in the same
company for 27 years (a multinational giant)!
Chat #2
THE PATH TO SUCCESS WITH POWER BI
71
Growth and opportunities within the
company
Fernando started in production, on the factory
floor and with great dedication he gained credibility
and became in charge of the sector. The next step
came after much study when, after graduating, he
competed for a place on the company’s Engineering
team and was approved. Within the engineering
team, many doors have been opened ... nationally and
internationally.
Today he is a Key User of the system and takes
questions from other users of the company, provides
training, and remains the bridge between IT and the
end user.
Where did the idea of learning Power BI
come from...
You can already see that Fernando is a reference
within the company. As the IT department had the
initiative to expand the use of Power BI and have more
independent users, they identified Fernando to be
a Beta user of the tool and see what he could evolve
with his reports. So, at the time, he went after it and
learned from lectures and wherever he could absorb
content to start with Power BI. This responsibility
kind of fell into his job, but as he dedicated to it he
managed to become a reference in the area within the
company.
Can you imagine how Fernando’s first
report was?
From what he told us in his first report he didn’t
even use the dCalendar table. At the time, the IT
department created one view to extract the .txt
information from the machine stops and he recreated
the report that was developed in Excel in Power BI.
And since then he learned a lot about Power BI, did
not forget the project and took the opportunity to
optimize it.
THE PATH TO SUCCESS WITH POWER BI
72
Evolution with Power BI
Currently, Fernando is the admin of a Power BI
Workspace where he is responsible for developing
several solutions and managing users’ permission.
Within this reports portfolio he has, for example,
a monitoring of downtime and production on online
machines. Based on the stop information, the
maintenance team evaluates the problems of the
machines and creates proposals for these problems.
In the report, performance evolution is measured after
improvements are made. To give you an idea, there
are 120 controlled machines!
Reflection on the evolution of
Technology
Fernando tells us that it is very cool to see the
evolution from the time he was in the operation
to nowadays! For him, the control and level of
results monitoring has evolved a lot. In addition to
monitoring the machines, Fernando also monitors
some management KPIs, the budget, material stock,
production volume, cost allocated to equipment,
productive control by machine, staff work schedule
(nowadays he can monitor how many people didn’t
work because of COVID), and preventive maintenance
monitoring at the factory… all with Power BI.
“This desire to go after things
and make things work helped
me a lot. So, I’m going after
the deliver! It may not be the
best solution in the world at
first, but I keep improving ... The
improvement is continuous.”
I like to make a difference and
see my work helping other people!
Most of the projects I developed
automated many activities
THE PATH TO SUCCESS WITH POWER BI
73
The great opportunity...
This recognition gave Fernando the opportunity
to take part in a challenge, where he had 10 minutes
to present the theme: “Empowering people using
Business Intelligence tools”.
It was when he managed to show more than 200
people in the company how much he optimized his
working time using Power BI, exemplifying several
Excel and Access spreadsheets that he automated.
This gave a lot of confidence to the IT department to
be able to continue with the expansion of Power BI in
the company
The vision of solidarity
On a daily basis Fernando manages to make a
difference in the company, as he helps other areas
when they are not able to do any specific calculation
or else when it comes to improving the presentation
of reports in Power BI. In addition, he supports some
areas that have Excel reports and want to migrate to
Power BI. The perspective he shows us is that there
are many datasets and the operation in Excel is all
manual, which can generate numerous errors. So,
migrating these reports to Power BI greatly increases
the reliability of the information.
Dica do entrevistado
Start with simple things (for example, your
spreadsheet of household accounts for the month)
and put the knowledge into practice to consolidate
what you have learned. So, over time you build trust
and really understand the applied logic. We do not
have to heat up to start with very complex systems,
as they say: “You have to divide to conquer”, which
means, go for smaller pieces!
Also, get really involved in what you want to deliver!
It keeps you actively thinking about the solution, I do
so much that sometimes I send a message to myself
so I don’t forget a solution that I thought about at the
time and I even dreamed of solving the problem!
If you want to know more about Fernando, check his
LinkedIn profile here.
that someone would have to
spend hours to complete. With
that, people can really focus on
analyzing the results.
THE PATH TO SUCCESS WITH POWER BI
74
Frank in focus
Frank was born in Salgueiro, Pernambuco. He
decided to move to Mato Grosso and study Business
Administration - his current education. He has a real
passion for finance and investment - he even has a few
amounts invested. He also said that he enjoys weight
training and is always researching nutrition and training
(he’s one of mine!).
In mid-2019 he fractured his ankle but that didn’t stop
him from migrating in his career, quite the opposite. He
took advantage of this “soaked” moment to study more
about the data area - which has always fascinated him. At
the end of that same year he decided to sell everything
he had to start a new life in Belo Horizonte, MG.
Chat #3
THE PATH TO SUCCESS WITH POWER BI
75
What he worked with before
In his previous work, he was responsible for
automating processes in Excel. He said there was a
process in the company that took about 8 hours to be
executed and after implementing automation in Excel,
that time was reduced to 30 minutes!
He created manuals and controls for stock
reconciliation, always seeking to improve internal
processes. But a while later he realized that he didn’t
want to do this every day, after all, routine isn’t quite
his thing.
Frank has an analytical and questioning profile
- which is great because he is always looking to
understand how and why things work in a certain
way and then propose potential improvements. But
in some roles or activities, being a questioner is not
really an option - you just need to do what you are
asked and nothing more.
Making lemons into lemonade
After being appointed by colleagues, he went to
work in another company. In this new company he
would coordinate a warehouse team, but after 3 days
of work he fractured his ankle. He was forced to rest
for a while until he got better, but don’t think that this
time was misused.
He used that time at home to study! Study A
LOT! He wanted to learn how to make charts and
dashboards in Excel and researching here and there,
“Data Science” came along. He has since put it into his
head that this is what he wanted!
Courses, courses, and more courses
He was amazed with what he read about Data
Science and started taking several courses - a lot
indeed! He started devouring content without
stopping but with no specific planning or direction - it
was from there that he ended up facing difficulties.
The “No”
MEven after taking all these courses, he failed a
vacancy process focused on Data Science. It was then
he started making more connections on LinkedIn and
showing himself more.
He tried to add people who had the same job level
with the intention of taking tips from them, after all
they would have already gone through what he was
going through at the time.
THE PATH TO SUCCESS WITH POWER BI
76
The importance of networking and
targeting
Frank told me that during his search for contacts
he found a nice person. This person worked as a Data
Engineer. He risked making a connection request on
LinkedIn, even though he knew that this guy’s job was
above what he was looking for initially.
To his surprise, he accepted his connection request,
and from there, the things started to change. This
person not only gave tips on how to fill out a LinkedIn
profile, but also helped him direct his studies.
Remember that at the beginning of the Ebook we
talked about reducing the size of the obstacle?! It
was exactly one of the tips he passed on to Frank
when he showed that he could start with BI instead
of going straight to Data Science - since it had been
commented that the barrier would be lower that way.
A nice tip he received was about how to describe
himself on LinkedIn. Before, he used to fill the
professional title with “looking for an opportunity” or
“learning about ...” but the recruiter doesn’t want to
know that ... He wants to know what you are good at
and what you did with the knowledge you had.
“I thought I had no experience in ETL, for example.
But after analyzing what I had already done I realized
that I had indeed worked with ETL, even without
knowing that that was the way to call it. So, after that,
I could say that I had experience in that (ETL) - and
right after I updated that information in my profile.”
This change of mindset about what you consider
“experience” is fundamental. It has a lot to do with
what I said before about understanding the concept
first and then what changes is the tool you are going
to use. With the help of a more experienced person,
he was able to realize that he had already “applied”
ETL fundamentals without even knowing this term or
without having worked directly with it in the data area.
In addition, he also realized that he already had
a Case to show - the automation of the process that
reduced the time spent from 8h to 30 minutes.
This person he found on LinkedIn ended up
recommending Frank to participate in a selection
process and… that’s right: he was approved! In a week
he sold everything he had in Mato Grosso and left for
MG!
The need to learn Power BI
His first job as a BI Analyst at this (consulting)
company was a project that involved the development
of a Dashboard in Power BI - in fact, this client already
had a system and wanted to migrate to Power BI. At
the beginning, Frank was asked only to understand
THE PATH TO SUCCESS WITH POWER BI
77
the client dataset because he didn’t have a budget
yet, but he went well beyond that...
The on-demand focus
He focused his studies on Power BI as soon as he
knew he would work for this client. According to him,
as he knew he would need to not only manipulate
the tool but develop the project, he chose to go
beyond those basic free courses and workshops he
had taken. And as the Complete Course also includes
topics related to model performance, best practices,
mapping requirements for a project and other topics
that could help this new kind of company he was
working to, he chose to enroll in the course.
Portfolio
If you read the portfolio topic, you must have come
across Frank’s website - which is excellent by the
way. He mentioned that it is important that from the
beginning you start showing your work, after all, “who
is not seen, is not remembered”.
In his case, he opted to buy a domain to have his
own website and thus be able to centralize everything
in one place just the way he wanted. He mentioned
he created the dashboards he displayed on the site
specifically for this - but obviously using knowledge
that he acquired over time.
One of the benefits of creating projects for your
own portfolio is that you can show it to the public
without having to worry about the used data - after all,
you are creating them for this purpose. Besides, you
could even use something you’ve already developed in
a course or workshop, for example. In addition, it has
another benefit...
“I looked for things totally apart
from the company… I wanted to
take different examples and
have contact with different
businesses, to think about how
that specific business behaves…”
THE PATH TO SUCCESS WITH POWER BI
78
Interviewee tip
“If you just want to do things perfectly, you will
never do anything.”
He had set an example during the interview about
one of the first dashboards he made while still
developing in Power BI. It was not perfect, nor was it
built applying best practices to be a super performer,
but that was what he was able to do with the
knowledge he had at the time.
According to him, the focus should be on solving
the client’s problem. The client doesn’t want to know
if you used 5 or 50 steps to do the ETL or how many
tables you used behind to deliver the MVP (minimum
viable product) at the beginning of the project, for
example. The path you used to get there does not
matter to him but in the end the numbers must be
correct - that’s what you need to be concerned about
from the beginning to the end of a project.
He also commented on time invested in the visual
and user experience:
“There is no point in making impeccable
measurements, an excellent work on ETL and
If you want to know more about Frankleido
Figueiredo, you can check his LinkedIn profile hero.
“It’s not just about being
beautiful, it has to be functional”
modeling if, when presenting the dashboard, it hurts
the eyes, it is not functional or the user does not know
how to use it. Your work can be lost...”
And trust me, Layout is something Frank
understands a LOT. He’s really great!
See the importance of differentiating yourself and
leaving the “Comfort Zone”!
THE PATH TO SUCCESS WITH POWER BI
79
Arthur in focus
Born in São Paulo, Arthur loves playing the guitar to relax. He
also confessed he enjoys watching tv series from time to time.
And speaking of series, his favorite is Breaking Bad.
Highly active in the Course’s community of students, he
is always willing to help. He is one of the most collaborative
students in the community.
Chat #4
THE PATH TO SUCCESS WITH POWER BI
80
Beginning of the trajectory
His professional career began as an intern in
the HR team when he was still studying Business
Administration. He developed management reports
and, to optimize his work, he sought to automate
some tasks using Excel. Unintentionally he ended
up becoming a reference and ended up helping to
automate the staff tasks.
According to him, there were some promotions,
but in the meantime, he ended up changing college
courses - he went from Administration to Information
Systems.
One step back and two steps forward
Although he was already a full-time employee in the
company he was working, Arthur chose to “step back”
in terms of position and embraced a new opportunity:
Internship - but now in the IS area.
The area he joined was focused on process
automation footprint and he was confident he would
only work with Excel and VBA, but he was pleasantly
surprised. In the first weeks of joining, his boss at
the time taught him and two other trainees the most
important concepts of Dataset, modeling, and Power
BI. The learning was intense, and he is super grateful
for that.
In fact, it shortens (greatly) the path to learn
anything! He was lucky because it seems that his boss
was known internationally in the company for being
the “Power BI guy”, so having a person who knows
more than you about something and, more than that,
having a person willing to help you, is wonderful!
Is it necessary to learn Excel to learn
Power BI? No, no, and no!
Without even needing to ask, Arthur already
answered:
“I had an incredibly good knowledge of Excel. I can
say that having knowledge of Excel may have made
me more confused than helping to learn Power BI.”
He mentioned that the concepts change a lot when
comparing the two tools. He, who worked with the
cell concept in Excel, had a hard time ‘shifting keys’
“The transition from Excel to
Power BI was nice! Having
someone to guide you helps a lot.”
THE PATH TO SUCCESS WITH POWER BI
81
to start working with the column concept in Power
BI. But he said that after shifting that key, it’s just
success!
Why take a course on something you
already know?
Arthur reached a stage where he was very sure of
his knowledge in PBI and agreed to participate in a
DAX challenge I had proposed at the time. He was the
first to deliver the solution and with that he won the
Complete Power BI Course. His comment:
“This challenge was tough, but I managed to be
the first to deliver. Today I see that despite having
reached the solution, I did not apply the concepts
correctly and the formula was not at all performative.”
Before releasing the course, I provided the solution
to the challenge and it involved the concept of a
virtual table, which Arthur had no idea existed. He said
he freaked out about it! He got excited and finished
the course quickly!
According to him, as much as he already had
experience with the tool, he did not skip any classes
- obviously, he watched several of them at 2x speed
but did not stop watching any content. And he learned
things he didn’t know!
Opportunities window
An opportunity was presented for him to work in a
consulting company as a BI Consultant. In terms of
position, it was a growth since he was working as an
intern. But what about the company size? Previously
he was in a multinational - one of the largest in the
segment.
We cannot say that we are going “forward” or
“backward” just by looking at the size of the company
or the position that is written on the badge. We need
to keep in mind our professional objective and what
we want for our life. In Arthur’s case, it was 100%
match, that’s what he wanted, regardless of the size
of the company.
“When I saw the content within,
I thought: - Ahh, I should have
bought this course before! I
cannot deny that I learned a lot
from this course. Even after
finishing it, I passed Microsoft
Certification.”
THE PATH TO SUCCESS WITH POWER BI
82
Community
Nowadays Arthur is one of the students who
collaborate most on both Telegram and our platform,
so I asked him what motivates him to help the
community.
He said that his intention was to be a Power BI
Specialist and when he doesn’t have a project with
Power BI, he needs to keep up to date. Helping the
crowd is a great way to do that.
“I always say that the course immensely helped
me to earn the Microsoft Certificate, but I can’t help
talking about participating in the community, it was
also fundamental. Until nowadays I help whenever I
can!”.
Interviewee tip
He mentioned that associating Dataset knowledge
with Power BI knowledge helps a lot because they are
things that correlate.
He also said that getting involved in the community
is very important and opened a lot of doors for him.
He even said that some people he has helped on our
Telegram group remembered him when there was
a vacancy in the companies they worked for - even
though he was not open to vacancies.
If you want to know more about Arthur Ribeiro,
check his LinkedIn profile here.
So, are you
ready to reach
the top of the
mountain?!
Count on me to help you get there and when you realize you
got where you wanted to, challenge yourself again! It is like the
saying: “Smooth Seas Don’t Make Good Sailors”.
The Path to Success with Power BI
powerbiexperience.com
The Path to Success with Power BI

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The Path to Success with Power BI

  • 4. 01 IS THIS EBOOK FOR YOU? / / / / / / / / / / / / / / / / / / / / 04 CURRENT BUSINESS CONTEXT/ / / / / / / / / / / / / / / / / / / 06 MOUNTAIN/ / / / / / / / / / / / / / / / / / / / / / / / / / / 12 JOURNEY / / / / / / / / / / / / / / / / / / / / / / / / / / / / 15 1. where do i want to go?/ / / / / / / / / / / / / / / / / / 16 2. where am i?/ / / / / / / / / / / / / / / / / / / / / / / 16 EQUIPMENT/ / / / / / / / / / / / / / / / / / / / / / / / / / / 19 Why should I choose Power BI? / / / / / / / / / / / / / / / 20 Tool use/ / / / / / / / / / / / / / / / / / / / / / / / / / 22 THE DEFINITION OF STRATEGY/ / / / / / / / / / / / / / / / / / 24 CONTENT
  • 5. 02 Prerequisites for learning Power BI / / / / / / / / / / / / / 25 1. Excel/ / / / / / / / / / / / / / / / / / / / / / / / / / / 25 2. Higher Education / / / / / / / / / / / / / / / / / / / / / 26 3. Essential/ / / / / / / / / / / / / / / / / / / / / / / / / 27 Strategy/ / / / / / / / / / / / / / / / / / / / / / / / / / / 28 Planning + Focus/ / / / / / / / / / / / / / / / / / / / / / /31 Dedication/ / / / / / / / / / / / / / / / / / / / / / / / / 38 THE JOURNEY BEGINS WITH TRAINING / / / / / / / / / / / / / / 41 WAITING FOR THE PERFECT MOMENT/ / / / / / / / / / / / / / / 43 tips / / / / / / / / / / / / / / / / / / / / / / / / / / / / / / 45 PORTFOLIO / / / / / / / / / / / / / / / / / / / / / / / / / 45 NETWORKING/ / / / / / / / / / / / / / / / / / / / / / / / / 55 Protocooperation/ / / / / / / / / / / / / / / / / / / / / / 56
  • 6. 03 ONCE YOUR OUTDATED LINKEDIN PROFILE.../ / / / / / / / / / / / / 58 CAREERS WITH POWER BI/ / / / / / / / / / / / / / / / / / / / 65 Chat #1/ / / / / / / / / / / / / / / / / / / / / / / / / / / / 66 Taiane in focus/ / / / / / / / / / / / / / / / / / / / / / / 66 Chat #2/ / / / / / / / / / / / / / / / / / / / / / / / / / / / 70 Fernando in focus / / / / / / / / / / / / / / / / / / / / / 70 Chat #3/ / / / / / / / / / / / / / / / / / / / / / / / / / / / 74 Frank in focus/ / / / / / / / / / / / / / / / / / / / / / / 74 Chat #4/ / / / / / / / / / / / / / / / / / / / / / / / / / / / 79 Arthur in focus / / / / / / / / / / / / / / / / / / / / / / 79
  • 7. THE PATH TO SUCCESS WITH POWER BI 04 IS THIS EBOOK FOR YOU? Hi! I hope you’re well! If you downloaded this Ebook, then at the very least you are interested in Power BI and wondering if this material is really worth reading. I will save you time and help decide if this is really for you! Are you a business administrator, student, accountant, biologist, discoverer of the seven seas? ... Do you perform any other activity not related to Information Technology? Do you wish to migrate to the Data area but don’t know how to begin your career transition? Do you work with IT and want to get closer to the business area?
  • 8. THE PATH TO SUCCESS WITH POWER BI 05 Do you want some tips on how to present yourself on Linkedin, build your first portfolio, and stand out in the job market? Are you tired of repetitive tasks in Excel, want to promote innovations to your company or area and be recognized? Are you just curious as to why so many companies are adopting Power BI and why the professional who knows how to use It has been so valued in the market? If you answered yes to any of these questions, surely this Ebook is for you. If you don’t like innovation, love to do repetitive tasks, and have no interest in things related to the world of Business Intelligence, then you can close this file because this Ebook is definitely not for you.
  • 9. THE PATH TO SUCCESS WITH POWER BI 06 Now that you have decided if this book is for you, let’s talk a little about the current context of companies and markets? A question first: do you think data is important for your field of ​​activity (current or future)? Uhm… I can imagine you thinking about all the KPIs, analyzes, the term “data- driven” etc. going through your mind. That famous saying “data is the new oil” is there to illustrate the importance of data nowadays. Back in 2016, Satya Nadella (Microsoft CEO) held a presentation stating that “data is the new electricity”. In fact, in that presentation, he even commented that in that same morning he checked his reports on Power BI. Reflecting on these analogies and reviewing Satya’s presentation, this importance is due to the great power that data brings to the business. Nowadays, with all the competition in the market, a company that seeks to survive and have a competitive advantage over its competitors, inevitably needs to be able to monitor its main indicators and know how to make intelligent decisions based on data. Otherwise, the chances of being surpassed and literally ceasing to exist are great. CURRENT BUSINESS CONTEXT
  • 10. THE PATH TO SUCCESS WITH POWER BI 07 Well, we’ve talked about whether the book is for you or not and the importance of data in the current context of companies. Now, how are these data analyzed? I will talk about my experience with different clients and also the great contact I have with the community (whether with clients, fellow consultants, or students). During my career as a Microsoft certified trainer, I was honored to be able to visit several clients to offer In-Company Power BI training. Many of these customers are multinational companies and large companies. The most common scenario for data analysis in companies is the massive use of Excel for creating reports. However, is it the most efficient solution when it comes to Business Intelligence? When I ask this, I don’t mean that it should never be used. Excel is an extraordinary tool. There is no company in the world that does not use Excel. So, I ask once more: is it the most efficient for this scenario? Excel (strictly) is not a business intelligence tool. Translating this term into activities: Excel is not the most suitable tool for creating and maintaining management reports, it is not agile for decision making.
  • 11. THE PATH TO SUCCESS WITH POWER BI 08 I notice a big part of people already used to working with Excel trying to bring into this tool the automation of data structuring and maintenance tasks in reports using VBA Macros ... See, VBA is a programming language, something that it isn’t as simple as a mouse click. In summary, the analyst receives a dataset from IT - which needs to extract and clean the data (there are cases where even that doesn’t happen). Then the analyst must make adjustments to the structure and format of the data, make calculations, and potential adjustments in a way it can present the results in a graph. What if you want to add something like a filter and that filter is related to the area where that report is being sent?! If an area cannot see data from different areas, will you make several reports, one for each area, and send it by email?! What if something goes wrong, will you have to do everything again in every file and then send them again?! More work and more time!
  • 12. THE PATH TO SUCCESS WITH POWER BI 09 So far, I’ve only told you about the work to put the report together. There are two more serious problems that I often see: 1. Spreadsheet feed: Most of the information contained in a report made in Excel has excerpts filled in manually, either by analysts, someone from the operation, or the end-user ... Do you wonder what happens if this information is filled incorrectly? What would it be like to make a decision based on that?! 2. Sharing: At some point you have probably received or sent that very important report that goes even to the company’s director as follows: report_final_v1.xlsx, report_final_v2.xlsx, report_final_v2_adjusted.xlsx; Not good right? On top of that sometimes it’s necessary to spend even more time putting together a presentation because in Excel format it is “difficult” to understand.
  • 13. THE PATH TO SUCCESS WITH POWER BI 10 This way of sharing may cause a lot of confusion when it comes to reaching a consensus on the numbers. This might lead to those meetings that end up being more about discussing who is right and who is wrong than making decisions that really matter. This is not beneficial for the business and distracts from the focus on defining its strategy. Not to mention the issue of information security, which in the case of these spreadsheets would require password protection, which should be shared only between the people with access to it. Is this really safe?? Cool, so we have the current context! What does this reflect on the analyst? I wanted to bring you this reflection. The analyst or anyone who works in this area sometimes ends up frustrated because it spends most of the time creating reports that often will not even be used. Thus, it loses the essence of the position of an analyst who should be analyzing the data to help the company in a more effective way.
  • 14. THE PATH TO SUCCESS WITH POWER BI 11 I imagine you asking, “How to get around this issue?” Not only you but large companies thought the same, and that’s when Self Service BI tools were created. These tools were developed to facilitate and automate the report creation process, and this has a great influence on the democratization of data use. Okay, now we can talk about Power BI! This is where he comes in ... Power BI is nothing more than a Microsoft tool for Self Service BI. With Power BI, you can optimize the reporting process in order to focus on what really matters: analyzing the data. Throughout our journey, I will explain more about the tool, how important it is nowadays, and how it can benefit your career.
  • 15. THE PATH TO SUCCESS WITH POWER BI 12 Imagine that you woke up and decided that you want to explore a (new) trail - climbing a rock, for example. You have never seen it up close, nor do you know what properties it has - its elevation, extent - whether it will require a lot of training, what kind of animal or obstacle you may encounter, what stops are available on the way, etc. That rock or mountain is Business Intelligence - the famous “BI”. Most climbers do detailed research on the type of rock they are going to climb, and you should do the same. I will help you a little … Business Intelligence is nothing more than a set of processes for collecting, transforming, and organizing, analysis, monitoring, and sharing any information that is the basis of management of a business. Be it sales, stock, production, financial, purchasing information, etc. In any subject of any business, you need to take that raw data generated by the systems and transform it into understandable data to guide you in decision making in an agile, correct, and assertive way. So, if you still had doubts about whether BI is applicable in the company you work or intend to work for, I believe that by now you have found out that yes, it is applicable. MOUNTAIN
  • 16. THE PATH TO SUCCESS WITH POWER BI 13 As I previously said, the current scenario for most companies - if not all of them - that are beginning with Power BI or BI, is the extensive use of Excel. All analysts use Excel a lot. Not that this is bad. Excel is an excellent tool - as I always say - and it does a lot of good things in other aspects. If you want to create a lean system, Excel is perfect for that. If you want to work the data in a spreadsheet form, Excel is also very good. Imagine yourself trying to climb a mountain with swimming equipment !? This is basically what happens when we don’t use the appropriate equipment to perform certain activities. Then, from mid-2005-2010 onwards, modern BI platforms emerged. These modern BI platforms - which is where Power BI fits in - has helped the business areas (financial, controllership, logistics, engineering, etc.) to have more autonomy in relation to IT, having its own analysts to create the reports even faster. BI’s main objective: Transform raw data into meaningful and understandable information that will help you make a better decision.
  • 17. THE PATH TO SUCCESS WITH POWER BI 14 Nowadays, the role of IT in BI projects has been to help business areas become more independent and to create reports in an easier way. This means that more people will have access to data, more people will be able to make decisions with data and use it to their advantage. When using BI tools you start to democratize the organization’s data, that is, they no longer need to be restricted to the person who extracted, used, or treated that data last. The reports generated by them will become available to the entire organization if so is decided. They may also be visible to specific groups but unlike Excel, specific BI tools make this process much more scalable and practical. Whoever developed or last edited that “report_vf_9.xlsx” will no longer be the only “owner” and responsible for it.
  • 18. THE PATH TO SUCCESS WITH POWER BI 15 You have already researched a lot about the properties of the mountain you are going to climb. You already know what the temperature and humidity standard should be at this time of year and what altitude it should reach. Now is the time to know which route to take, after all, when it comes to BI, there are several paths you can take to achieve success. Knowing your starting point, having proper route planning and a clear view of your destination can make a huge difference. To do so you must answer: JOURNEY
  • 19. THE PATH TO SUCCESS WITH POWER BI 16 1. where do i want to go? 2. where am i? Only then will you be able to choose the best route to follow. Grab a paper and a pencil and write down your answer in just one sentence: what do you want to find when you get to the top of the mountain? Is it to be able to create reports in your in a quicker way? Is it a new job as a BI Analyst? Is it your first customer as a BI Consultant? Is it to apply the acquired knowledge to switch to a different area? Also answer: How far from this are you ?! Do you already have business knowledge? Are you good at logical reasoning? Do you have experience with Excel or already work with any BI tool? Are you at the base of the mountain and know little or nothing about it?
  • 20. THE PATH TO SUCCESS WITH POWER BI 17 If you have never worked with a programming language, if you have never had to analyze data, if you have never had to consult a dataset, or have no experience with hiking and mountain climbing, you need to choose a route that does not require these previous experiences from you. And it’s good that to join the world of BI, you don’t need any of that - at least at the beginning. I am not saying that there will be no obstacles or that you will not need to adapt your ‘predefined’ route on the way. What I am saying is that you need to decrease the difficulty level - the initial barrier, otherwise you will probably get discouraged and give up ongoing. A lot of people get frustrated when starting a career transition or learning some tools because they chose the most difficult way to start, which means, they put a very big step in the beginning. Do you know when you start weight training, but your body is not yet used to high loads? You will hardly be able to put 100kg on the bench press in the first week. You will probably start at 5 pounds on each side and gradually increase the load. It will be no different for you to start in the world of BI. START EASY AND GET RESISTANCE DURING THE WAY
  • 21. THE PATH TO SUCCESS WITH POWER BI 18 Let’s suppose you are in a hurry! If you start on this trail running or if there is a very steep stretch initially, you will get winded at the top of the mountain - or perhaps you may not even be able to get there. As a Business Intelligence professional, you will probably need to connect to a dataset, for example. But if I tell you to learn everything about datasets now, without ever having seen one, I will be putting a very high step at the beginning of your new journey and, again, I do not recommend it! Define whether you will start by learning about business or a specific tool. That goes from person to person, according to its familiarity and ease. I started by learning Power BI. I wasn’t an Analyst at the time, nor was I from an IT department. How about you? How are you going to start?
  • 22. THE PATH TO SUCCESS WITH POWER BI 19 After exploring a little about the mountain properties, defining the planning and route to follow, it’s time to choose the main equipment you will use on your way up to the top. It is known that BI solutions are now more intuitive, and, in the beginning, it is important that you look for the options that present this characteristic. Without any doubt Power, BI is the greatest example, after all, we are talking about a powerful, versatile, and very (VERY) simple tool to use. You don’t even need prior knowledge to start using it today if you want to. Anyone can work with Power BI and perform analysis, generate visualizations, and create reports that best suit their needs. Best of all, with Power BI you only need to build the report once. After that, you can schedule updates, focus on analyzing the data, and finally honor your position title as an ANALYST! Power BI is indeed a complete tool! No wonder so many companies are opting for Power BI as a technological solution in order to save time and resources, as well as gain scalability! EQUIPMENT
  • 23. THE PATH TO SUCCESS WITH POWER BI 20 Why should I choose Power BI? 1. Continuous updates and improvements: every month; 2. Large User community (Web); 3. You don’t have to pay a single penny to start using it; 4. Possibility of presenting data in real- time; 5. It’s easy to use; 6. Numerous connection possibilities with data from different sources; 7. Integration with other Microsoft solutions (Azure, Azure Machine Learning, Sharepoint, SSAS, HDInsight, etc); 8. Ease of performing simple ETLs and Data modeling; 9. The great power of DAX expressions to perform advanced calculations; 10. Reports interactivity; 11. Advanced graphics and visuals; 12. You can use Python and R for both visuals and ETL steps 13. Possibility to share reports and dashboards with anyone; 14. Mobile app; 15. Possibility to embed reports on systems and websites (low cost of implementation due to the cloud-based model) and 16. Unbeatable price: a PRO account costs $ 9.90 per user/month.
  • 24. THE PATH TO SUCCESS WITH POWER BI 21 Not convinced yet? Have you ever heard of the Gartner Group? It’s a worldwide known and respected Research Institute and Consultancy in the field of ​​Information Technology. This group publishes its famous “Magic Quadrant” every year, allowing to monitor the evaluation of the main technology companies. It is especially important for companies that plan to acquire technological solutions because it allows them to analyze the advantages of the main products available on the market according to their needs. And guess who is the 13th consecutive year leader when it comes to analytics and BI platforms in 2020 ?! That’s right! Microsoft! The Leaders quadrant is where everyone wants to be. When a company is positioned in this quadrant this means that it has a strong domain and is concerned with the intuitive user experience, which increases the level of customer satisfaction and in addition, presents news in the segment. Magic Quadrant for Analytics and Business Intelligence Platforms Source: Gartner (February 2020)
  • 25. THE PATH TO SUCCESS WITH POWER BI 22 After presenting the main characteristics of this (wonderful) tool, we need to know how to use it and it will depend on where you are on the mountain. Based on my experience in the area and contact with projects, I’ve identified 7 Pillars for building a Power BI project: Tool use Extract Step where we get the information from the dataset, performed on Power BI Desktop. Transform Step where we clean, and treat the data and is performed in Power Query that is in the Power BI Desktop environment. Modeling Step where we create the relationships between data tables, and is done in Power BI Desktop. Calculation Step where we create the measures using the DAX language for analysis, and it is performed in Power BI Desktop. Visual Step where we create the storytelling and present the information and insights created, performed in Power BI Desktop. Distribution Step where we share the reports created with end users and customers, and it is performed on the Power BI Online platform. Automation Step where we update the dataset automatically and programmed, and it is performed on the Power BI Online platform.
  • 26. THE PATH TO SUCCESS WITH POWER BI 23 Each pillar corresponds to a step on our way towards the top. You must pay close attention to the base of the mountain: extraction and structuring. If the data is not handled carefully, everything that comes after might be compromised! It is as if you step on a base that is not so attached to the rock but you still need to hold on to it. At any time you may fall, including the very moment before presenting a report to your boss or client. Can you imagine what a disaster?
  • 27. THE PATH TO SUCCESS WITH POWER BI 24 Now that you have defined where you want to go, understood a little about what the mountain is like, which route to follow and what equipment will help you to achieve your goal, you must define a strategy to be able to use the tool in the best possible way and thus prevent it let you down halfway! More than that, you need a strategy in order not to get lost or give up before reaching the top! So let’s first check if you have the necessary prerequisites to learn Power BI! THE DEFINITION OF STRATEGY
  • 28. THE PATH TO SUCCESS WITH POWER BI 25 No, you don’t need to master Excel. Though Power BI and Excel are both from Microsoft, they are independent tools with different purposes. Excel is used for spreadsheets manipulation, while Power BI is a tool for creating reports and dashboards. Many people insist on using Excel to create reports, which I don’t recommend. Below I’ll show you the reason I insist you adopt Power BI as a reporting tool! Trust me: you won’t need any knowledge from Excel to learn Power BI. In fact, sometimes it’s even better that you don’t know how to use Excel, as the calculation method is different in both tools, making it easier to learn something new (Power BI) if you are not “addicted” to something old fashioned (Excel). I, Leonardo Karpinski, know the basics of Excel and only use it as a data source for Power BI. I don’t do any manipulation in Excel, NONE at all. Everything I do, I do directly in Power BI. You don’t even need Excel installed on your machine to work with Power BI. 1. ExcelPrerequisites for learning Power BI
  • 29. THE PATH TO SUCCESS WITH POWER BI 26 2. Higher Education In the past, higher education was the major aspect for selecting a professional in a job interview. Nowadays, in the job market, that is no longer the case. The most important thing today is being able to prove that you are capable of solving problems. What made me stand out in this area was not my education. I’m a Mechanical Engineer and nobody cares about it that much. As a matter of fact, I don’t even remember the last time someone asked me about my education. What people really want to know is about my developed cases, that is, about my Project Portfolio. I can prove to people that I know how to solve their problems in a short time. That’s what matters! So you don’t have to be an IT person to use Power BI. You don’t even need a degree. This won’t affect your learning, much less your reputation in the market. What you need is to show people that you have mastered the concepts and the tool, and demonstrate that when they present you something to solve, you will do it.
  • 30. THE PATH TO SUCCESS WITH POWER BI 27 3. Essential Anyone, from any area, without any prior knowledge, is able to master the tool as long as they have the will, dedication, planning and focus! Trust me!
  • 31. THE PATH TO SUCCESS WITH POWER BI 28 Today, with the advance of the Internet, we have a lot of content available to learn whatever we want. However, if you want to focus on something, you should have as few distractions as possible to get to the top faster. When you decide to study on your own this ends up becoming the main issue because with so much information available, such as know how to filter at the ideal point - not too much, not too little?! Complicated, right?! The strategy I recommend so you don’t get lost is to take a course - obviously mine, right?! #merchandisingtime With this course you will be able to have in hand, in an organized way, everything you need to learn Power BI, in the correct sequence, without being stalled and without skipping important concepts so that you are not just another “tool knowledgeable”. The Complete Power BI Course goes from zero to the most advanced in the subject. It doesn’t only present content about the tool. For that reason, in October 2020 I decided to call it Power BI Experience. That’s because it is literally much more than just a course, it is a true BI experience, which might help you to migrate to a different area, stand out in your company and deliver quality products to your customers, regardless of your academic background, through all content and various bonuses that are available. Strategy
  • 32. THE PATH TO SUCCESS WITH POWER BI 29 In this course I’ll show you how to make a performance model using a large dataset, I’ll teach you about modeling, dashboard design, advanced analysis in DAX ... I also talk about career, I give several tips that are outside the scope of ‘learning the tool’ and are fundamental to your development in the BI area. I also teach you how to map requirements and price a project if you want to be a consultant. If you have been with me for some time, you know that I make several Free Livestreams and make some materials available for a limited time. If you are a student of the Complete Course you will have access to ALL Livestreams to watch whenever you want along with all the material - which are exclusive to the students. So, those “30 hours” mentioned on the course description corresponds only to the part I speak of the tool itself - which means, there is much more content than you can imagine (more than 120 hours).
  • 33. THE PATH TO SUCCESS WITH POWER BI 30 It’s important to remember that I make all files used in classes available, such as the datasets, solutions in Power BI file and even the templates and icons that I use for reports. As I said, all the materials from Livestreams, events and Workshops I held are also there! So the content is infinite! I will take the opportunity of talking about the course to send special thanks to my students. One of the coolest things and that I am super proud to speak of is that my students are very participative and help each other a lot. We have a platform where people can post questions and help each other - in addition to our team, which is always available to answer people too! This is wonderful, but there is even more: our group on Telegram - which already counts with thousands of students and is where I share all the job opportunities I receive so that students can apply! Everyone is evolving together and helping each other! I am very pleased to have highly participative, engaged and motivated students! There’s nothing to complain about!
  • 34. THE PATH TO SUCCESS WITH POWER BI 31 If you find yourself self-taught and can manage your studying with books and tutorials on the Internet about what you want to learn, then great! But you still need to plan. What will be your goal tomorrow? Do you need to buy any books? What exactly are you going to learn?! How will you practice? The same is true if you want to take a course. Many people end up enrolling in several courses at the same time with the illusion that they will be able to manage all of them in a short period of time. You may even be able to “finish” them all in, I don’t know, a month. But what about retained knowledge?! What did you learn in all these courses will remain in your memory tomorrow or the next week?! I bet not! So here is my suggestion: Planning + Focus Start with what you will be able to finish.
  • 35. THE PATH TO SUCCESS WITH POWER BI 32 Don’t make a huge list of what tools you are going to learn today, tomorrow, next month. I’m not telling you to sit idly because you think you won’t be able to finish, that’s not it. Nor am I saying that there will be no exceptions, I mean, days when you won’t be able to attend that class you planned to watch. But as I said, they are exceptions and not the rule. I’m just asking you to be honest with yourself in choosing what you’re going to do. Your planning must be compatible with your routine and your learning profile / pace. Planning cannot be utopian!
  • 36. THE PATH TO SUCCESS WITH POWER BI 33 Every good planning requires that you prioritize certain things over others. As I mentioned, it is not a good strategy to attend 5 long and disconnected courses at the same time because you are in a hurry. You will not have a quality learning and knowledge retention will be minimal. We’ve all a lot of things to do, right?! Master Power BI’s Livestream, talks about this and that, online courses that were free ‘just today’ - and ends up repeating itself every year -, a son who needs your attention, your boss asking you for things for yesterday, bills that won’t stop coming, your dream job opportunity demanding that you have 5 years of knowledge in a tool that only existed for 3 years… Phew! Complicated, right!?
  • 37. THE PATH TO SUCCESS WITH POWER BI 34 If you don’t prioritize your activities, you will find it VERY difficult to achieve your goals and take a LOT more time to achieve it. If you choose to take an online course, include this activity in your routine - as if it were an activity like “brushing your teeth”. Do you ever stop brushing your teeth? Of course not, right?! The same must be done with your course. If you know that your job takes a lot of time out of your day and you always need to work extra hours, why not start your day a little earlier to attend that class of your course instead of waiting the night hours and “find out” that you will not be able to watch it because you are still working and will not have “time” ?! Don’t self-boycott with “Today it didn’t work, tomorrow I’ll try again”. Do it better and change your mindset: “How should I make it work tomorrow?” If you really want to take a course, but it is paid, and you have no money for it now ... Why don’t you start saving some money today, stop spending on less important things?! That is, start planning and prioritizing what is most important to you right now!
  • 38. THE PATH TO SUCCESS WITH POWER BI 35 A tip I usually give my students is to focus on what you are learning. Many people are desperate with the amount of technical terms and BI tools that are available in the market. They end up lost trying to know all of them and making an endless list of items to learn. Let’s take a look at a very simple example of inefficient and efficient planning: If you take a close look, the first “Planning” has a list of tools that tends to get bigger and bigger over time. In this the only concern is with learning how to use tools quickly, shallow. You will probably get tense when looking at this list next week because you’ll still be in the first item while 4 more have already been included. How long does it take you to actually ‘learn’ how to use each one?! Define one focus at a time and don’t make long-term plans like that.
  • 39. THE PATH TO SUCCESS WITH POWER BI 36 Stop worrying about planning too much about which tool to learn next. You need to master one of them, and with demand or need you learn another one. This will only be possible if you focus on understanding BI processes and concepts first. Remember: Learning the tool is the least of the problems when you understand the concept!
  • 40. THE PATH TO SUCCESS WITH POWER BI 37 This is just a warning I want to make so that you don’t fall into the trap of ‘planning too much and doing too little’. Let’s suppose you’re already climbing the mountain, stop to rest on the way and plan to resume climbing at 6 am the next morning. As you are very tired, you end up oversleeping! Dear Gosh! You won’t be doing exactly what you planned, but will you stop and give up?! Will you wait until the next morning to resume at 6 am?! No, right?! You will keep going anyway! That’s the point! If you think you will never fail or that you need the perfect conditions to start something, you will hardly be able to get anywhere better than you are today! Think about it! Regardless of what choice you make: whether to learn business first, take a course to learn a tool, study with books on a certain topic ... Keep in mind that there won’t be a perfect condition for you to start something. You must be finding me confusing now: “ Huh?! Didn’t you just talk about planning ?! Are you crazy, Leo ?! ”
  • 41. THE PATH TO SUCCESS WITH POWER BI 38 Dedication I want you to take a moment and think: when was the last time you really dedicated yourself to something? Also, what did it feel like? I’m sure that regardless of the result you were happy with your performance and took positive things out of it! The dedication and effort you put into any activity is totally related to your success in it. Let’s take some examples. Do you know Bill Gates is? Have you ever heard of him? There is a very cool documentary about him on Netflix called “Inside Bill’s Brain: Decoding Bill Gates”. In this documentary, you can see several aspects of why he is successful! One factor I consider paramount and that without it nothing would have worked in his career is the dedication he has to make things happen. Another example: Michael Jordan! In the series “The Last Dance” there are several occasions in which his colleagues and opponents attributed his success to the dedication he had in the games, and that involved a lot of practice - training.
  • 42. THE PATH TO SUCCESS WITH POWER BI 39 An example of mine now, outside the BI area. Anyone who doesn’t know me yet shouldn’t have any idea that I was once a bodybuilder. That’s right! Do you know those “pumped” guys who turn orange with so much paint and self-tanning that they pass on the body and are doing poses with their muscles on the stage? I was one of them. Here is a picture of me from that time: In 2013, at the age of 28, I weighed 90kg with only 4% body fat. It wasn’t always like that, obviously! In 2004, when I was 19, I weighed a measly 60kg (I’m 1.80m tall). At that time, a friend from college once told me: “man, don’t you think you’re too skinny ?!”. And that stuck in my head, so I decided to start going to the gym with him, because it really bothered me. And look, it was painful at the beginning: it took me over a year to gain 5 kg. But I didn’t give up. I kept going to the gym and dedicating myself a lot to maintain a balanced diet and an adequate training pace. It took me about 8 years to get to a body that I think is cool! When I got to that point, I decided to take an extra step and challenge myself even more: I decided that I would enroll in some bodybuilding competition, in the Men’s Physique category.
  • 43. THE PATH TO SUCCESS WITH POWER BI 40 Why did I do that? This sport only wastes money, there is no financial return. I did it so that I felt challenged to reach a goal that one day seemed impossible. And I did it, I became a Santa Catarina champion in 2013. The most interesting thing is that, at no time, I thought I couldn’t make it. I was always sure that it would work, because with hard work and dedication we literally get what we want! At the time, those who saw it from the outside and did not follow my daily life during all this time asked me: “Okay, but tell me the secret of what you took to get in this shape because I want to take it too”. It was always the same question! If I ask you what it takes to have a healthy life and a nice physique, I bet you would know how to answer, right? We all know what it takes to do this: eat well, rest and train. The problem is to run this for 365 days, 3 years, 8 years in a row, without fail! So, with these examples I speak without any doubt that, if you have a coherent planning, focus and dedication, you can get where you want. It just depends on YOU and nobody else! Believe in yourself!
  • 44. THE PATH TO SUCCESS WITH POWER BI 41 We have defined the strategy and are aware of the necessary dedication to begin the journey! You know that you will need to start a training routine, after all, if you have never climbed a mountain, you won’t become a specialist overnight, right? The courses I offer will be your training environment. You will gain knowledge, understand how to use the tools correctly and have all the necessary training to improve your fitness and then, reach the top! Great! You already know where to practice ... However, how are you going to do that? This is a relevant question, because if you don’t define how many hours you will dedicate, the time you will take the classes ... nothing will actually happen. There are several ways to do this, but I recommend that you always focus on the aspect you want to develop. For example, if you are really a beginner and want to start from scratch, then focus on finishing the course you are taking. THE JOURNEY BEGINS WITH TRAINING
  • 45. THE PATH TO SUCCESS WITH POWER BI 42 Also, be aware of other learning options. Here we will talk a lot about creating your own project portfolio for presentation and dissemination. So, there may be questions about how to work on topics that are not in this first stage of training. To help you find other topics and stay tuned to various business areas I suggest: 1. Watch Livestreams and Workshops related to the theme; 2. Engage in public challenges (in my course we have a Bootcamp, for example); 3. Engage in Q&A communities where you can understand what kind of problems professionals in this area face in their daily activities (I have a Telegram channel and a community, for example).
  • 46. THE PATH TO SUCCESS WITH POWER BI 43 How many times have you told yourself: “Monday I’ll start this ...” or “Will I be able to do this training now” and also “When I get done with my company projects I’ll start studying”?? This is exactly the kind of thinking that won’t let you evolve and pursue what will really make a difference in your career! Get out of your comfort zone, challenge yourself. Don’t wait for the perfect time to start learning Power BI. If you are already familiar with the tool, don’t wait till you have free time to create your project portfolio, improve your network, and promote your LinkedIn profile. By now you have already identified where you want to go, you already know the tools you will use, and you have trained enough to make the journey up the mountain. So, it’s hands on… Without it, things won’t happen. If you think “oh, but this task is too long”, then break it down into smaller tasks and don’t think about spending 3 hours on it directly. Think about just starting and spending 5 minutes working on it. When those 5 minutes have passed, it is highly likely that you will want to continue, as you have already started. The great difficulty in performing tasks we always procrastinate occurs at the beginning. Once started, the chances of finishing increase considerably! WAITING FOR THE PERFECT MOMENT
  • 47. THE PATH TO SUCCESS WITH POWER BI 44 I warn you that there will be times when even though you have practiced and a well- defined strategy you can still be taken by surprise. This is natural, it is real life!!! So, what to do?? The first thing is not to despair ... In addition to the technical knowledge we have commented on, there are other skills you will develop as you head into this journey, knowledge that we must have in order to stand out as professionals. I strongly recommend reading and learning about soft skills and self-knowledge so you can know your strengths and weaknesses. More than that, look for professionals in the field to talk and learn more about the subject, as if they were mentors! By reading this book you will already have a lot of baggage and direction on what to look for in those moments. So, go back and reread it and I’m sure it will help you. To sum it up, don’t wait for the perfect moment! It doesn’t exist ... Set new goals, achieve goals and find purpose in what you aim for! Step out of your comfort zone and into your growth zone.
  • 48. THE PATH TO SUCCESS WITH POWER BI 45 tips PORTFOLIO Creating a portfolio to present your work to future clients (or even get that job you have always dreamed of) is a fundamental part of this puzzle. Many people fool themselves or make excuses for not taking the time and developing their portfolio, they can’t imagine the number of opportunities they miss because they are not showing their work. “It’s no use knowing something if you don’t know how to show it to people.” Leonardo Karpinski There are some ways to publicize previous work, such as LinkedIn and Instagram, where several people can see your posts. However, my focus will be the creation of a website/blog where you can directly present your portfolio. Write it down, as it is not a 7-headed beast and there are some fundamental items to achieve success with your portfolio.
  • 49. THE PATH TO SUCCESS WITH POWER BI 46 In this step, you must select the subjects or areas that you are familiar with and also that make sense to your target audience. It is worth (a lot) checking other portfolios to understand what is being presented in the market and take a look at the LinkedIn job search section. In the Job Search section, you may have an idea of ​​which are the main areas that have more vacancies available for those who work with BI. Another important thing, in addition to placing images of these reports on your website, it’s good to specify the objective and even the requirements of each project you have developed. On his website (https://thiagovianas.com/power-bi), our student Thiago Viana details each of the dashboards he has developed and provides real-time interaction. Some areas that are in the spotlight are: financial, commercial, health, production, and HR. So, in summary, check out what areas you are already familiar with so you can start building your portfolio and map those you haven’t mastered yet to go after and learn! Just because you don’t know it now it doesn’t mean you cannot seek knowledge, learn and also take this product to your future customers. Reports Selection
  • 50. THE PATH TO SUCCESS WITH POWER BI 47 Having defined the subject of the reports for your portfolio, you will need the dataset in order to develop them. This is a point where many people struggle with, but there are several options for obtaining datasets. I will list some of them below: In my Complete Course and some Youtube Livestreams: http://youtube.com/AprendaPowerBI Kaggle Data: https://www.kaggle.com/datasets Microsoft Data Base: https://www.microsoft.com/en-us/download/details.aspx?id=18279 Well, you may be wondering how to use the data I provide in my course and in my Gathering Dataset
  • 51. THE PATH TO SUCCESS WITH POWER BI 48 Livestreams. To illustrate, take a look at this portfolio that Frank Figueiredo created with the dataset from the Bootcamp carried out with students from the complete course: https://frankfigueredo.com.br/
  • 52. THE PATH TO SUCCESS WITH POWER BI 49 The time to get your hands dirty and develop your reports has come. It’s worth mentioning that they will be your gateway to land new jobs, so you need to have a lot of CARE and make sure they are RELEVANT to the market. This is the way to delight your customers with your “showcase”. It is particularly important that you pay attention to the details when developing your Dashboards, choosing the appropriate visuals and indicators that you will present. Study and check elsewhere if what you intend on showing makes sense to the business! Other key points in the development are the choice of a suitable color palette and themes. Missing this can be a shot in the foot. Finally, pay attention to formatting, alignment, and extra visuals (tooltips / indicators / navigation between pages) when finalizing the project. These details certainly make a difference for the customer when choosing you! Development
  • 53. THE PATH TO SUCCESS WITH POWER BI 50 Well, by now you should already have your dashboards ready to present and delight your customers, with everything in its place. And then comes the question: “How am I going to publicize this ?!”. It doesn’t help your report to have several navigation pages with several cool visuals if your client is unable to view correctly when entering your page! Then, try to insert beautiful images for dissemination (with a view of the dashboard on a PC and mobile screen, for example) along with the navigation file. Look how amazing the examples below are: Presentation Format https://beesimple.com.br/portfolio
  • 54. THE PATH TO SUCCESS WITH POWER BI 51 Another highly effective way of dissemination is creating navigation videos from your dashboard. In this way, the client has the “experience” of how to navigate the tabs while watching the video, and can then replicate in the published report: Navigation video of the published dashboard: Dashboard published in Power BI Service: https://www.datapowerbr.com/
  • 55. THE PATH TO SUCCESS WITH POWER BI 52 Just as the portfolio will show your client your work, the site will also demonstrate a little bit of who you are. When we think about website layout, we have to keep in mind what information besides the report is key to winning over your client. What is more, you must remember to provide your contact information clearly so that interested parties may contact you. I made a list of the main items you can have on the site to earn some extra points: About Us: This field is important for the customer to have a quick understanding of who you are. It should contain information such as training, length of experience, area of ​​expertise and something relevant about how you are involved with Power BI solutions. Services: Detail the activities you have knowledge about and may develop for the client. Do not focus only on areas of expertise such as finance, HR, etc. .. go further and explain to the client about the steps you will take on the project, for example, from data extraction to sharing the ready report with the automated update. Layout Definition
  • 56. THE PATH TO SUCCESS WITH POWER BI 53 Articles: Demonstrate your knowledge on relevant subjects to your customers. In addition to being a way to attract customers, you will certainly learn more about different topics and build a larger network of followers! One of the best ways to learn something is writing about it, as it will make you research the subject before publishing it. Portfolio: Apply everything I mentioned so far and put the best of the best in your showcase. To contribute a little more, in addition to the examples I mentioned earlier there is a nice list of sites with portfolios for you to use as an example: site: http://mmsbi.com.br/ site: http://www.gaveabalance.com.br/ site: https://www.decodificadados.com.br/ site: https://www.mindbi.com.br/ site: https://www.mrcconsultoriabi.com.br/ All these sites were created by students from our Power BI Complete Course. Clients:
  • 57. THE PATH TO SUCCESS WITH POWER BI 54 If you have already completed a job for a customer, it is very well seen to make it public on your website (with his consent). It shows a lot of credibility to future clients and may be a decision factor when it comes to getting a contract. Contact: Last, but not least, is the area reserved for contact. It is important that you do not just leave your phone here, for example. Always be willing to provide at least one email address, because if your customer is unable to get in touch via phone first, at least they have the option of leaving a message for you! Remember to provide a professional email… none of those emails from your teenage days, huh?! Well, websites ready for dissemination and contact! Now where to advertise? A great option is your network of contacts (therefore the importance of networking) through email marketing, as well as LinkedIn, Instagram, Facebook and, of course, Google. Make sure you have enough budget to create ads on Google Ads, this helps A LOT.
  • 58. THE PATH TO SUCCESS WITH POWER BI 55 Throughout your career you will come across several people who may or may not be on the same mountain level as you. It may be that in the middle of the way, the water in your bottle runs out and this makes it impossible for you to continue, after all you will become dehydrated and take more risks during the climb. At this point, to not give up on continuing you will need help. What if, from the very beginning of your trail you never spoke to anyone or even introduced yourself, will you get someone’s help? Well, if people don’t know you exist or what you do, it gets a little difficult, don’t you agree?! It is very important to make contact with people who are in the same struggle as you, and not only because one day you may need them, but because you want to evolve, right? Having people in the same path around you can help you not fall into traps or improve your skills in some area that you didn’t even know needed to be improved. NETWORKING
  • 59. THE PATH TO SUCCESS WITH POWER BI 56 Protocooperation or mutualism is an ecological relationship where the organisms involved benefit from this interaction - although they can live without one another. As an example, we have the buffalo and bird. The buffalo has ticks and the bird lands on it to eat its ticks. Both the bird and the buffalo benefit from this interaction. When I think of networking, I remember protocooperation. Imagine that you just learned how to use a tool. You are getting along very well with it but suddenly there is a problem you have no idea how to solve. Whoever is willing to help you will “win” in this relationship because it will increase the repertoire of challenges and themes you have already dealt with - learning something new or fixing even more what you already know. You will also “win” because you will have your problem solved or a clearer path to the solution. In the Complete Course we have a platform for student’s questions and the coolest thing is that the students themselves answer each other’s questions. It is a highly active community! Protocooperation
  • 60. THE PATH TO SUCCESS WITH POWER BI 57 Helping others in the same way that you would like to be helped is an excellent way to learn, show and make connections with people who are on the same path. In addition, you have no idea how many contracts the most engaged students have signed within our community. You are literally leaving money on the table if you don’t participate and help others. Think about it! Well, it’s impossible to talk about networking without talking about LinkedIn, right?! Below I will give you some advice on how to make the most out of this powerful tool!
  • 61. THE PATH TO SUCCESS WITH POWER BI 58 ONCE YOUR OUTDATED LINKEDIN PROFILE... You probably have a LinkedIn profile. Is it updated? Fully filled? Is it positively attracting attention? Are you making the best out of this tool? Here we go... 1. Profile picture - Have one! It’s mandatory! - What matters is you: The photo must clearly show YOUR face without shadows on top of it. - Background must be simple, after all it is your face that should attract attention and not the background of the photo or the sunglasses you are wearing. [No sunglasses or caps, okay?!] - Smiling is not forbidden. A light and natural smile may lead people into seeing as someone friendly and willing to talk. 2. Cover picture - Choose a cover that is related to the area you want to act in, related to your personal brand, or something you believe in. Be authentic! Most people don’t care about the cover, but it is
  • 62. THE PATH TO SUCCESS WITH POWER BI 59 one of the things that stands out the most when someone visits your LinkedIn profile. 3. Professional Title - The title is what appears just below your profile picture. You have 220 characters to insert the maximum number of keywords related to the position you exercise or want to exercise, so be smart and caring! Get inspired by good references! - No “Seeking opportunities” or “Studying Power BI”. Be more effective! 4. About (Overview) Now it’s time for you to highlight the key points on your profile. - Items you can’t miss: • What do you do today and your area of​​ expertise (how long have you been doing this?); • What are the main tools you use; • What non-tool knowledge you have (soft skills); • List impactful results you obtained in previous
  • 63. THE PATH TO SUCCESS WITH POWER BI 60 professional experiences. What did you generate in terms of results in the places you worked before? What was your differential? 5. Experience - List in topics the activities performed (try not to exceed 2 lines for each topic); - Be sure to fill in the period for each experience (start date and end date) - If possible, leave the first topic for the “Results” generated in each experience - this will draw attention, so the person click on “View more” to expand that experience Ex: you automated a process and by doing so people started to finish some (daily) activities faster. Measure that! How much did that represent in terms of hours?! “Process automation X generated 2 hours saving / day per employee” If you never thought of describing the results you generated for each company in your professional experiences, pay attention to it from now on and write it down so you don’t forget! 6. Custom URL
  • 64. THE PATH TO SUCCESS WITH POWER BI 61 - It makes you more likely to be found, for example, on a Google search. - How to do it? Access https://www.linkedin.com/public-profile/settings and edit the “Change your custom URL” field to the right of the page. My profile has a custom URL - I use that shortened first/last name on almost all my social networks: https://www.linkedin.com/in/leokarpa/ 7. Post - Get out of the shadows Stop just liking other people’s posts and sharing things that everyone else shares. Make relevant posts to the people who follow you, be original. Captivate your audience with the quality of what you post. Stop thinking that someone might not like what you publish. Stop thinking about others. If I were to care about that, I would be screwed! - Use #hashtags and tags! This helps your post reach more people! Example: If you are going to post a video about a dashboard you did in Power BI, don’t forget to use at least these hashtags: #PowerBI
  • 65. THE PATH TO SUCCESS WITH POWER BI 62 #BusinessIntelligence #Dashboard #Microsoft, and to mention: @Microsoft. (If you learned something from me, tag me and use the hashtag #MestrePowerBI, of course)! - Public mode Make sure your post is being made in “Public” mode. In some profiles LinkedIn changes the default setting from “Public” to “Only connections” and there is no way to change this after publishing - it would require a deletion and repost in Public mode. - You are not a content sharing robot If you are sharing a blog article, comment briefly on it when posting. Show that you read it and are sharing because you REALLY found it interesting. If you take care of the quality in your posts, you will see more and more people following you. If you are sharing about a course you have taken or a certificate you have earned, talk briefly about what that course or certificate is and why people should consider it relevant.
  • 66. THE PATH TO SUCCESS WITH POWER BI 63 8. Make connections - Connect with people who have the same goal as you! Remember about running out of water at the mountain?! - Don’t be afraid to connect with popular people on LinkedIn (as long as that profile adds something for you, alright ?!). Don’t just think about connection numbers! Final tips: - Fill in as many fields as you can! - Be sure to fill in the place you live and the skills you have. - Whenever possible ask for “recommendations” from people you have worked with so that they can endorse your profile and qualities. Preferably do this while you are still working with them. If you leave it for afterwards, the person may end up making a ‘standard’ recommendation, without much effort or care. - Be careful when writing! You don’t need to write with all the formality in the world, nor should you write as if whoever was reading belonged to the same area as you (with lots of technical terms)
  • 67. THE PATH TO SUCCESS WITH POWER BI 64 but you can’t write in a sloppy way! Be careful with your English and spoken language vices! - Not only access LinkedIn more often but interact too! You can’t expect your profile to stand out with arms (fingers) crossed, right?! Interacting is important (not just when you need something or looking for a job)! Interacting doesn’t mean just liking posts. Comment or call to chat if pertinent. - Watch out for public criticism. If you have something to criticize or suggest improvements to someone else’s (someone you are not close enough) shared work on LinkedIn, avoid doing it publicly (commenting on the Post). Talk to the person in private (by message)! Many people don’t take criticism well and this can undermine your relationship. Besides, depending on how you write it, you may end up being the “boring critic” of social networks: the famous #hater.
  • 68. THE PATH TO SUCCESS WITH POWER BI 65 CAREERS WITH POWER BII honestly find it difficult, but you may still be wondering if Power BI really works for your career. I can identify four types of most common user profiles: 1. The professional who is in the business area, such as finance, accounting, administration, engineering, sales, management, etc., and uses Power BI sporadically to build some management reports; 2. The professional who works specifically with reports in its area, whatever it may be; 3. The professional who is from the IT area or is a BI Analyst responsible for creating reports for all areas in the company. This is the BI professional, nor only does he need to know Power BI, he needs to know BI as a whole; 4. BI consultant: who needs to know everything about everything, right?! In addition to the need to master tools, he must be able to implement PBI in companies, how to extract dataset and, many times, even create a Data Warehouse. This professional needs to understand business very well to generate value for the customer through insights.
  • 69. THE PATH TO SUCCESS WITH POWER BI 66 Nothing better than talking about careers through concrete examples, right? We did interviews with some students to see how they got to Power BI and what has changed in their lives! Chat #1 Taiane in focus Born in Bahia - Salvador, Taiane plays the guitar and loves good wine. Brave, she does not escape a challenge. She has a degree in Accounting and great expertise in Taxes - where she has been working for over ten years. She recently discovered what this universe of Business Intelligence was and nowadays applies various knowledge in his area of ​​expertise.
  • 70. THE PATH TO SUCCESS WITH POWER BI 67 Taxes, taxes and more taxes Since her graduation, Taiane has always worked with taxes - even when working in consulting and audit. She had Excel as her ally and learned to manage to work with VBA to automate some tasks. The need to learn Power BI When she joined as a Manager in the company she worked for, she started to coordinate a large team with some different activities that, at the beginning, she didn’t know very well. Her IT colleague suggested migrating some of the activities she was already doing in VBA to Power BI and it was from there she began to search for more in-depth knowledge. Despite not having such latent demand in the company, at the time curiosity and interest in new tools and challenges drove her to studies. The job switch When she decided to leave her last job, she went on to research what the market was asking for within the area of ​​interest (taxes) and Power BI appeared again. To have a more structured learning, she decided to join my first course launched in 2017 (which is no longer airing). The new opportunity A vacancy arose in the company she is in today, but one of the prerequisites was knowledge in Power BI. The immersion and dedication in the course made her confident in applying for the vacancy. And guess what?! She was approved! We can’t say that this was the only reason for her approval for the position, after all there were 9 stages, but without a doubt it was a differential. New course After finishing the first course, already envisioning the new job she would start, she joined my Complete Course in 2020. As this course is much more than a course on BI tools, she ended up being amazed by Business Intelligence - which ended up motivating her to do a post-graduation in the BI and Analytics area. The first Dashboard: focus & commitment This focus she had on pursuing to learn even more about the tool was fundamental, because in the first month in her new job she needed to make a complex dashboard. With a lot of hard work and help from our Telegram group she managed to deliver the first
  • 71. THE PATH TO SUCCESS WITH POWER BI 68 dashboard! Then came the second, the third... Reference in Power BI After the first delivery, people started looking for her to clear up doubts and, ‘unintentionally’, she ended up becoming a reference, even though she recently joined the company. Motivation and obstacles size Taiane mentioned difficult moments everyone faces when you level up on the tool. With Power BI it’s the same, you need a structured knowledge base to level up. There is no use trying to overcome a huge obstacle when you are still crawling! We talked about it at the beginning of the Ebook! Love & Hate I asked Taiane what she loves and hates about Power BI and she answered one aspect: “D-A-X”. Love is clear when she talks about being able to graphically demonstrate what the customer wants through DAX, and this is related to the great flexibility that this language has. Hatred appears only when she can’t quickly calculate something because it demands a little more “creativity”, but in the end she always ends up making it work. “You need to be motivated. If not, you will stop at the first obstacle. More than that, you need to know the size of the obstacle in order not to give up too soon… If you ask me: - Taiane, let’s run a 42 Km marathon tomorrow? Well, I don’t leave my place to go over the corner, do you think I’m going to face a marathon like this and stop halfway?! I really won’t! But if you ask me: - Taiane, let’s go for a walk tomorrow? Then I’m in!”
  • 72. THE PATH TO SUCCESS WITH POWER BI 69 Many people who already used Excel and started working with Power BI found it difficult to work with DAX at the beginning, because there were already many concepts rooted in the use of this tool - such as, for example, the concept of “cell”. That’s why I always say that you don’t need to know Excel to learn Power BI. Sometimes it can even be a facilitator for you to learn DAX faster... Interviewee tip The first time she saw Power BI she was amazed, and this amusement generated interest in learning more and more about the tool. So, her first tip is: “Be amazed by what you are proposing to learn”. Then: “Don’t be afraid to learn, chase and dive into opportunities!” If you want to know more about Taiane Albuquerque, you can check here Linked profile here. “If you liked it, if you were amazed by it: study, try to have people with the same goal around and dive into it. There will be no such perfect being that is asked for on LinkedIn job opportunities: one who will know everything about everything, with experience in everything and at a young age. The experience is not due to the time you do it but the intensity.”
  • 73. THE PATH TO SUCCESS WITH POWER BI 70 Fernando in focus Born and raised in Belo Horizonte - MG, for what he told us he just moved to a different street in the city. He has a degree in Production Engineering, post-graduation in Lean Production - UFSC (process optimization and lean production, focused on cost reduction) and also has a post-graduation in Project Management and IT. Extremely dedicated, with a strong urge to help others and a rare case today, as he has been in the same company for 27 years (a multinational giant)! Chat #2
  • 74. THE PATH TO SUCCESS WITH POWER BI 71 Growth and opportunities within the company Fernando started in production, on the factory floor and with great dedication he gained credibility and became in charge of the sector. The next step came after much study when, after graduating, he competed for a place on the company’s Engineering team and was approved. Within the engineering team, many doors have been opened ... nationally and internationally. Today he is a Key User of the system and takes questions from other users of the company, provides training, and remains the bridge between IT and the end user. Where did the idea of learning Power BI come from... You can already see that Fernando is a reference within the company. As the IT department had the initiative to expand the use of Power BI and have more independent users, they identified Fernando to be a Beta user of the tool and see what he could evolve with his reports. So, at the time, he went after it and learned from lectures and wherever he could absorb content to start with Power BI. This responsibility kind of fell into his job, but as he dedicated to it he managed to become a reference in the area within the company. Can you imagine how Fernando’s first report was? From what he told us in his first report he didn’t even use the dCalendar table. At the time, the IT department created one view to extract the .txt information from the machine stops and he recreated the report that was developed in Excel in Power BI. And since then he learned a lot about Power BI, did not forget the project and took the opportunity to optimize it.
  • 75. THE PATH TO SUCCESS WITH POWER BI 72 Evolution with Power BI Currently, Fernando is the admin of a Power BI Workspace where he is responsible for developing several solutions and managing users’ permission. Within this reports portfolio he has, for example, a monitoring of downtime and production on online machines. Based on the stop information, the maintenance team evaluates the problems of the machines and creates proposals for these problems. In the report, performance evolution is measured after improvements are made. To give you an idea, there are 120 controlled machines! Reflection on the evolution of Technology Fernando tells us that it is very cool to see the evolution from the time he was in the operation to nowadays! For him, the control and level of results monitoring has evolved a lot. In addition to monitoring the machines, Fernando also monitors some management KPIs, the budget, material stock, production volume, cost allocated to equipment, productive control by machine, staff work schedule (nowadays he can monitor how many people didn’t work because of COVID), and preventive maintenance monitoring at the factory… all with Power BI. “This desire to go after things and make things work helped me a lot. So, I’m going after the deliver! It may not be the best solution in the world at first, but I keep improving ... The improvement is continuous.” I like to make a difference and see my work helping other people! Most of the projects I developed automated many activities
  • 76. THE PATH TO SUCCESS WITH POWER BI 73 The great opportunity... This recognition gave Fernando the opportunity to take part in a challenge, where he had 10 minutes to present the theme: “Empowering people using Business Intelligence tools”. It was when he managed to show more than 200 people in the company how much he optimized his working time using Power BI, exemplifying several Excel and Access spreadsheets that he automated. This gave a lot of confidence to the IT department to be able to continue with the expansion of Power BI in the company The vision of solidarity On a daily basis Fernando manages to make a difference in the company, as he helps other areas when they are not able to do any specific calculation or else when it comes to improving the presentation of reports in Power BI. In addition, he supports some areas that have Excel reports and want to migrate to Power BI. The perspective he shows us is that there are many datasets and the operation in Excel is all manual, which can generate numerous errors. So, migrating these reports to Power BI greatly increases the reliability of the information. Dica do entrevistado Start with simple things (for example, your spreadsheet of household accounts for the month) and put the knowledge into practice to consolidate what you have learned. So, over time you build trust and really understand the applied logic. We do not have to heat up to start with very complex systems, as they say: “You have to divide to conquer”, which means, go for smaller pieces! Also, get really involved in what you want to deliver! It keeps you actively thinking about the solution, I do so much that sometimes I send a message to myself so I don’t forget a solution that I thought about at the time and I even dreamed of solving the problem! If you want to know more about Fernando, check his LinkedIn profile here. that someone would have to spend hours to complete. With that, people can really focus on analyzing the results.
  • 77. THE PATH TO SUCCESS WITH POWER BI 74 Frank in focus Frank was born in Salgueiro, Pernambuco. He decided to move to Mato Grosso and study Business Administration - his current education. He has a real passion for finance and investment - he even has a few amounts invested. He also said that he enjoys weight training and is always researching nutrition and training (he’s one of mine!). In mid-2019 he fractured his ankle but that didn’t stop him from migrating in his career, quite the opposite. He took advantage of this “soaked” moment to study more about the data area - which has always fascinated him. At the end of that same year he decided to sell everything he had to start a new life in Belo Horizonte, MG. Chat #3
  • 78. THE PATH TO SUCCESS WITH POWER BI 75 What he worked with before In his previous work, he was responsible for automating processes in Excel. He said there was a process in the company that took about 8 hours to be executed and after implementing automation in Excel, that time was reduced to 30 minutes! He created manuals and controls for stock reconciliation, always seeking to improve internal processes. But a while later he realized that he didn’t want to do this every day, after all, routine isn’t quite his thing. Frank has an analytical and questioning profile - which is great because he is always looking to understand how and why things work in a certain way and then propose potential improvements. But in some roles or activities, being a questioner is not really an option - you just need to do what you are asked and nothing more. Making lemons into lemonade After being appointed by colleagues, he went to work in another company. In this new company he would coordinate a warehouse team, but after 3 days of work he fractured his ankle. He was forced to rest for a while until he got better, but don’t think that this time was misused. He used that time at home to study! Study A LOT! He wanted to learn how to make charts and dashboards in Excel and researching here and there, “Data Science” came along. He has since put it into his head that this is what he wanted! Courses, courses, and more courses He was amazed with what he read about Data Science and started taking several courses - a lot indeed! He started devouring content without stopping but with no specific planning or direction - it was from there that he ended up facing difficulties. The “No” MEven after taking all these courses, he failed a vacancy process focused on Data Science. It was then he started making more connections on LinkedIn and showing himself more. He tried to add people who had the same job level with the intention of taking tips from them, after all they would have already gone through what he was going through at the time.
  • 79. THE PATH TO SUCCESS WITH POWER BI 76 The importance of networking and targeting Frank told me that during his search for contacts he found a nice person. This person worked as a Data Engineer. He risked making a connection request on LinkedIn, even though he knew that this guy’s job was above what he was looking for initially. To his surprise, he accepted his connection request, and from there, the things started to change. This person not only gave tips on how to fill out a LinkedIn profile, but also helped him direct his studies. Remember that at the beginning of the Ebook we talked about reducing the size of the obstacle?! It was exactly one of the tips he passed on to Frank when he showed that he could start with BI instead of going straight to Data Science - since it had been commented that the barrier would be lower that way. A nice tip he received was about how to describe himself on LinkedIn. Before, he used to fill the professional title with “looking for an opportunity” or “learning about ...” but the recruiter doesn’t want to know that ... He wants to know what you are good at and what you did with the knowledge you had. “I thought I had no experience in ETL, for example. But after analyzing what I had already done I realized that I had indeed worked with ETL, even without knowing that that was the way to call it. So, after that, I could say that I had experience in that (ETL) - and right after I updated that information in my profile.” This change of mindset about what you consider “experience” is fundamental. It has a lot to do with what I said before about understanding the concept first and then what changes is the tool you are going to use. With the help of a more experienced person, he was able to realize that he had already “applied” ETL fundamentals without even knowing this term or without having worked directly with it in the data area. In addition, he also realized that he already had a Case to show - the automation of the process that reduced the time spent from 8h to 30 minutes. This person he found on LinkedIn ended up recommending Frank to participate in a selection process and… that’s right: he was approved! In a week he sold everything he had in Mato Grosso and left for MG! The need to learn Power BI His first job as a BI Analyst at this (consulting) company was a project that involved the development of a Dashboard in Power BI - in fact, this client already had a system and wanted to migrate to Power BI. At the beginning, Frank was asked only to understand
  • 80. THE PATH TO SUCCESS WITH POWER BI 77 the client dataset because he didn’t have a budget yet, but he went well beyond that... The on-demand focus He focused his studies on Power BI as soon as he knew he would work for this client. According to him, as he knew he would need to not only manipulate the tool but develop the project, he chose to go beyond those basic free courses and workshops he had taken. And as the Complete Course also includes topics related to model performance, best practices, mapping requirements for a project and other topics that could help this new kind of company he was working to, he chose to enroll in the course. Portfolio If you read the portfolio topic, you must have come across Frank’s website - which is excellent by the way. He mentioned that it is important that from the beginning you start showing your work, after all, “who is not seen, is not remembered”. In his case, he opted to buy a domain to have his own website and thus be able to centralize everything in one place just the way he wanted. He mentioned he created the dashboards he displayed on the site specifically for this - but obviously using knowledge that he acquired over time. One of the benefits of creating projects for your own portfolio is that you can show it to the public without having to worry about the used data - after all, you are creating them for this purpose. Besides, you could even use something you’ve already developed in a course or workshop, for example. In addition, it has another benefit... “I looked for things totally apart from the company… I wanted to take different examples and have contact with different businesses, to think about how that specific business behaves…”
  • 81. THE PATH TO SUCCESS WITH POWER BI 78 Interviewee tip “If you just want to do things perfectly, you will never do anything.” He had set an example during the interview about one of the first dashboards he made while still developing in Power BI. It was not perfect, nor was it built applying best practices to be a super performer, but that was what he was able to do with the knowledge he had at the time. According to him, the focus should be on solving the client’s problem. The client doesn’t want to know if you used 5 or 50 steps to do the ETL or how many tables you used behind to deliver the MVP (minimum viable product) at the beginning of the project, for example. The path you used to get there does not matter to him but in the end the numbers must be correct - that’s what you need to be concerned about from the beginning to the end of a project. He also commented on time invested in the visual and user experience: “There is no point in making impeccable measurements, an excellent work on ETL and If you want to know more about Frankleido Figueiredo, you can check his LinkedIn profile hero. “It’s not just about being beautiful, it has to be functional” modeling if, when presenting the dashboard, it hurts the eyes, it is not functional or the user does not know how to use it. Your work can be lost...” And trust me, Layout is something Frank understands a LOT. He’s really great! See the importance of differentiating yourself and leaving the “Comfort Zone”!
  • 82. THE PATH TO SUCCESS WITH POWER BI 79 Arthur in focus Born in São Paulo, Arthur loves playing the guitar to relax. He also confessed he enjoys watching tv series from time to time. And speaking of series, his favorite is Breaking Bad. Highly active in the Course’s community of students, he is always willing to help. He is one of the most collaborative students in the community. Chat #4
  • 83. THE PATH TO SUCCESS WITH POWER BI 80 Beginning of the trajectory His professional career began as an intern in the HR team when he was still studying Business Administration. He developed management reports and, to optimize his work, he sought to automate some tasks using Excel. Unintentionally he ended up becoming a reference and ended up helping to automate the staff tasks. According to him, there were some promotions, but in the meantime, he ended up changing college courses - he went from Administration to Information Systems. One step back and two steps forward Although he was already a full-time employee in the company he was working, Arthur chose to “step back” in terms of position and embraced a new opportunity: Internship - but now in the IS area. The area he joined was focused on process automation footprint and he was confident he would only work with Excel and VBA, but he was pleasantly surprised. In the first weeks of joining, his boss at the time taught him and two other trainees the most important concepts of Dataset, modeling, and Power BI. The learning was intense, and he is super grateful for that. In fact, it shortens (greatly) the path to learn anything! He was lucky because it seems that his boss was known internationally in the company for being the “Power BI guy”, so having a person who knows more than you about something and, more than that, having a person willing to help you, is wonderful! Is it necessary to learn Excel to learn Power BI? No, no, and no! Without even needing to ask, Arthur already answered: “I had an incredibly good knowledge of Excel. I can say that having knowledge of Excel may have made me more confused than helping to learn Power BI.” He mentioned that the concepts change a lot when comparing the two tools. He, who worked with the cell concept in Excel, had a hard time ‘shifting keys’ “The transition from Excel to Power BI was nice! Having someone to guide you helps a lot.”
  • 84. THE PATH TO SUCCESS WITH POWER BI 81 to start working with the column concept in Power BI. But he said that after shifting that key, it’s just success! Why take a course on something you already know? Arthur reached a stage where he was very sure of his knowledge in PBI and agreed to participate in a DAX challenge I had proposed at the time. He was the first to deliver the solution and with that he won the Complete Power BI Course. His comment: “This challenge was tough, but I managed to be the first to deliver. Today I see that despite having reached the solution, I did not apply the concepts correctly and the formula was not at all performative.” Before releasing the course, I provided the solution to the challenge and it involved the concept of a virtual table, which Arthur had no idea existed. He said he freaked out about it! He got excited and finished the course quickly! According to him, as much as he already had experience with the tool, he did not skip any classes - obviously, he watched several of them at 2x speed but did not stop watching any content. And he learned things he didn’t know! Opportunities window An opportunity was presented for him to work in a consulting company as a BI Consultant. In terms of position, it was a growth since he was working as an intern. But what about the company size? Previously he was in a multinational - one of the largest in the segment. We cannot say that we are going “forward” or “backward” just by looking at the size of the company or the position that is written on the badge. We need to keep in mind our professional objective and what we want for our life. In Arthur’s case, it was 100% match, that’s what he wanted, regardless of the size of the company. “When I saw the content within, I thought: - Ahh, I should have bought this course before! I cannot deny that I learned a lot from this course. Even after finishing it, I passed Microsoft Certification.”
  • 85. THE PATH TO SUCCESS WITH POWER BI 82 Community Nowadays Arthur is one of the students who collaborate most on both Telegram and our platform, so I asked him what motivates him to help the community. He said that his intention was to be a Power BI Specialist and when he doesn’t have a project with Power BI, he needs to keep up to date. Helping the crowd is a great way to do that. “I always say that the course immensely helped me to earn the Microsoft Certificate, but I can’t help talking about participating in the community, it was also fundamental. Until nowadays I help whenever I can!”. Interviewee tip He mentioned that associating Dataset knowledge with Power BI knowledge helps a lot because they are things that correlate. He also said that getting involved in the community is very important and opened a lot of doors for him. He even said that some people he has helped on our Telegram group remembered him when there was a vacancy in the companies they worked for - even though he was not open to vacancies. If you want to know more about Arthur Ribeiro, check his LinkedIn profile here.
  • 86. So, are you ready to reach the top of the mountain?! Count on me to help you get there and when you realize you got where you wanted to, challenge yourself again! It is like the saying: “Smooth Seas Don’t Make Good Sailors”.