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end-to-end power reporting.


FULL STACK BI™
REPORTING & AUTOMATION

75-hours Course | 6-weeks | View Schedule

From front-end visualization to back-end data warehouse and connecting the two
along with power-packed Data Analytics, our immersive programs will help you do
a full-fledge reporting in your industry through our
comprehensive, project-based curriculum and expert-led instruction.





WHAT WILL I LEARN?

Using the right and hybrid technology for advanced BI reporting.


QUICK BRUSH-UP WITH EXCEL

Excel is to BI what wireframing is to application development. Brush up your
Excel skills with 60+ formulas, pivots, charts & dashboards to quickly build a
POC with small data before investing your time in building complex BI reports
with big datasets.

Why should I learn Excel?


WHY SHOULD I LEARN EXCEL?

 * To prepare a quick POC with small data and get the concurrence on the output
   before investing time on huge datasets.
 * Find out the challenges via POC and in turn reduce the overall BI development
   time and efforts.

You need not be an expert in Excel, but it does come in handy to be proficient
in Excel as it is estimated that 80% of data scientist's time is spent cleaning
and preparing data - which becomes a cakewalk with Excel.

You can consider Excel more or less as the foundation to Power BI.

Close


AD-HOC AUTOMATIONS USING VBA

When company environment doesn't support Power Apps, it is tools like VBA which
comes to rescue. This section will explore the power of VBA and help you
automate processes or tasks which otherwise is not possible using Power BI
tools.

Why should I learn VBA?


WHY SHOULD I LEARN VBA?

Primary objective of learning VBA is to collect data from multiple and ad-hoc
sources before uploading it to the SQL for reporting purpose.

 * Reading Outlook emails and updating it to SQL Database.
 * Reading PDF documents
 * Scrapping websites and updating it to Database
 * Performing Data transformations in Excel before importing into SQL

Close


MODEL-BUILDING WITH POWER PIVOT

Explore the most powerful tool to build data models, forecast estimates, perform
what-if-analysis scenario etc. If you are yet to have the Power BI license, you
would still be able to create powerful & blended reports and share it internally
using Power Pivot.

Why should I learn Power Pivot?


WHY SHOULD I LEARN POWER PIVOT?

The easiest way to create a data model in Power BI and Power Pivot is to gather
the data “as is” from a data source, define relationships, and then start
designing reports. But this approach raises several issues when you have too
many tables, or different levels of granularity.

Benefits of a proper data model with power pivot includes:

 * Faster queries
 * Simpler DAX code
 * Easier maintenance

Close


VISUALIZATION WITH POWER BI

Getting started with Power BI is simple. Then, once you want to leverage its
full potential, you need a different set of skills. Learn how to develop these
skills, unlock more insights through better data analysis and visualization with
this section.

Why should I learn Power BI?


WHY SHOULD I LEARN POWER BI?

Besides all technical reasons, It is everywhere - Power BI is a leader in
Gartner’s Magic Quadrant for Analytics and Business Intelligence Platforms.

There is a reason it’s called “Power” BI - An incredibly powerful tool for both
modeling and visualizing data. It has the same base as Power Query.

As an Analyst, you would find Microsoft Power BI to be a fantastic tool that can
handle most of the analytics pipeline. It goes from ingesting and modeling data
to presenting it as dashboards and sharing the dashboards with the people who
care about them.

Close


ADVANCED CALCULATION WITH DAX

For users looking to take their Power BI skills to the next level, mastering DAX
is a MUST. In this activity-based section, you'll learn how to add analytical
power to your Power BI model and apply to some of the toughest real-world
business intelligence use cases.

Why should I learn DAX?


WHY SHOULD I LEARN DAX?

DAX is used in several Microsoft Products such as Microsoft Power BI, Microsoft
Analysis Services and Microsoft Power Pivot for Excel. These products all share
the same internal engine, called Tabular/Vertipaq (xVelocity before).

With DAX you have the ability to include business logic in calculations in order
to enrich your business intelligence models.

Close


M-PROGRAMMING WITH POWER QUERY

During this section, you'll learn how to perform advanced data transformations
not available in the Query Editor. We will discuss how to leverage the embedded
PowerBI programming language (M) to achieve this.

Why Should I learn M-Programming?


WHY SHOULD I LEARN M-PROGRAMMING?

You need to perform data transformations in the Query Editor that cannot be done
by simply using the User Interface.

To perform complex operations on data in the Power Query Editor

Close


ETL WITH SSIS

Extract - Transform - Load. Extract Data from multiple data sources, transform
it with SSIS inbuilt transformation options or use M-Programs with SSIS and,
Load it to the Reporting Database or Data Warehouse for generating dynamic BI
Reports.

Why should I know ETL with SSIS?


WHY SHOULD I KNOW ETL WITH SSIS?

Businesses receive data from outside of their systems and need to perform
data-quality routines to standardize and clean the data before loading it into
their systems.

SSIS can handle most data situations from heterogeneous databases or flat files.
This is commonly the case when different areas of the business use different
standards and formats for the information. Sometimes the data formats are
different because the platforms from which they originate differ from the
intended destination.

In these cases, SSIS includes a rich set of data-transformation tasks to perform
a wide range of data-cleaning, converting, and enriching functions. You can
replace values or get descriptions from code values by using exact or fuzzy
lookups within SSIS. Identifying records that may be duplicates by using SSIS
grouping transformations helps to successfully remove them before loading to the
destination.

Close


DATA WAREHOUSING USING MS-SQL

Data for Power BI can come from many sources, but often the data is hosted in
SQL Server. This section will teach you how to  write accurate, effective, and
robust T-SQL code- the right way and also understand the logic behind the same.

Why should I learn MS-SQL?


WHY SHOULD I LEARN MS-SQL?

MS-SQL is a recommended skill while working with Power BI. You can say it is one
of the basic building block if you are looking forward to work full-time with
BI.

It offers you more flexibility to implement complication logic which otherwise
requires multiple steps inside Power BI model. Also, if you’re using direct
query mode then you need to have a strong knowledge on SQL as almost all
processing happens at the source systems else you would restrict yourself to
only limited modeling and designing visualizations.

Important things MS-SQL can help you with

 * Create an optimal data model for space and speed
 * Manage partitions the right way
 * Design an efficient and trustable security model
 * Define an ideal processing strategy
 * Automate deployment and management of the data model

Why to have MS-SQL as Data warehouse?

While power query could do the major transformations - required for the
reporting purpose, it is not advisable and recommended to access the production
database for reporting requirements. ETL data from multiple data sources into
your data warehouse and then load it to your BI via T-SQL is the best practice.

Close


ARCHITECT POWER BI SOLUTION

This section will help you put together Excel, VBA, Power BI, DAX, Power Query
and SQL to architect the best BI solution. You'll also learn to publish,
securely share reports including row level permissions along with BI
administrative tasks like setting up data gateways etc.

Why should I learn to Architect a solution?


WHY SHOULD I LEARN TO ARCHITECT A SOLUTION?

The whole purpose of this section is to arrive at the best possible BI reporting
solution for existing business problems instead of just performing a task.

 * To build a light-weight solution for a huge dataset.
 * Improvise the Data refresh times and reduce associated cost.
 * Use the right mix of available technologies to work with huge datasets - for
   reporting purpose.

Close


QUICK BRUSH-UP WITH EXCEL

Excel is to BI what wireframing is to application development. Brush up your
Excel skills with 60+ formulas, pivots, charts & dashboards to quickly build a
POC with small data before investing your time in building complex BI reports
with big datasets.

Why should I learn Excel?
 * To prepare a quick POC with small data and get the concurrence on the output
   before investing time on huge datasets.
 * Find out the challenges via POC and in turn reduce the overall BI development
   time and efforts.

You need not be an expert in Excel, but it does come in handy to be proficient
in Excel as it is estimated that 80% of data scientist's time is spent cleaning
and preparing data - which becomes a cakewalk with Excel.

You can consider Excel more or less as the foundation to Power BI.


AD-HOC AUTOMATIONS USING VBA

When company environment doesn't support Power Apps, it is tools like VBA which
comes to rescue. This section will explore the power of VBA and help you
automate processes or tasks which otherwise is not possible using Power BI
tools.

Why should I learn VBA?

There are many important tasks / activities which cannot be done using Power Bi
components like -

 * Reading emails from outlook and updating it to SQL Server
 * Reading PDF documents
 * Reading websites (web scrapping)
 * Triggering automated emails

It is tool like VBA which can enhance the power of your BI and help you turn the
solution to a full-fledge end to end automation.


MODEL-BUILDING WITH POWER PIVOT

Explore the most powerful tool to build data models, forecast estimates, perform
what-if-analysis scenario etc. If you are yet to have the Power BI license, you
would still be able to create powerful & blended reports and share it internally
using Power Pivot.

Why should I learn Power Pivot?

The easiest way to create a data model in Power BI and Power Pivot is to gather
the data “as is” from a data source, define relationships, and then start
designing reports. But this approach raises several issues when you have too
many tables, or different levels of granularity.

Benefits of a proper data model with power pivot includes:

 * Faster queries
 * Simpler DAX code
 * Easier maintenance


VISUALIZATION WITH POWER BI

Getting started with Power BI is simple. Then, once you want to leverage its
full potential, you need a different set of skills. Learn how to develop these
skills, unlock more insights through better data analysis and visualization with
this section.

Why should I learn Power BI?

Besides all technical reasons, It is everywhere - Power BI is a leader in
Gartner’s Magic Quadrant for Analytics and Business Intelligence Platforms.

There is a reason it’s called “Power” BI - An incredibly powerful tool for both
modeling and visualizing data. It has the same base as Power Query.

As an Analyst, you would find Microsoft Power BI to be a fantastic tool that can
handle most of the analytics pipeline. It goes from ingesting and modeling data
to presenting it as dashboards and sharing the dashboards with the people who
care about them.


ADVANCED CALCULATION WITH DAX

For users looking to take their Power BI skills to the next level, mastering DAX
is a MUST. In this activity-based section, you'll learn how to add analytical
power to your Power BI model and apply to some of the toughest real-world
business intelligence use cases.

Why should I learn DAX?

DAX is used in several Microsoft Products such as Microsoft Power BI, Microsoft
Analysis Services and Microsoft Power Pivot for Excel. These products all share
the same internal engine, called Tabular/Vertipaq (xVelocity before).

With DAX you have the ability to include business logic in calculations in order
to enrich your business intelligence models.


M-PROGRAMMING WITH POWER QUERY

During this section, you'll learn how to perform advanced data transformations
not available in the Query Editor. We will discuss how to leverage the embedded
PowerBI programming language (M) to achieve this.

Why Should I learn M-Programming?

You need to perform data transformations in the Query Editor that cannot be done
by simply using the User Interface.

To perform complex operations on data in the Power Query Editor


ETL WITH SSIS

Extract - Transform - Load. Extract Data from multiple data sources, transform
it with SSIS inbuilt transformation options or use M-Programs with SSIS and,
Load it to the Reporting Database or Data Warehouse for generating dynamic BI
Reports.

Why should I know ETL with SSIS?

Businesses receive data from outside of their systems and need to perform
data-quality routines to standardize and clean the data before loading it into
their systems.

SSIS can handle most data situations from heterogeneous databases or flat files.
This is commonly the case when different areas of the business use different
standards and formats for the information. Sometimes the data formats are
different because the platforms from which they originate differ from the
intended destination.

In these cases, SSIS includes a rich set of data-transformation tasks to perform
a wide range of data-cleaning, converting, and enriching functions. You can
replace values or get descriptions from code values by using exact or fuzzy
lookups within SSIS. Identifying records that may be duplicates by using SSIS
grouping transformations helps to successfully remove them before loading to the
destination.


DATA WAREHOUSING USING MS-SQL

Data for Power BI can come from many sources, but often the data is hosted in
SQL Server. This section will teach you how to  write accurate, effective, and
robust T-SQL code- the right way and also understand the logic behind the same.

Why should I learn MS-SQL?

MS-SQL is a recommended skill while working with Power BI. You can say it is one
of the basic building block if you are looking forward to work full-time with
BI.

It offers you more flexibility to implement complication logic which otherwise
requires multiple steps inside Power BI model. Also, if you’re using direct
query mode then you need to have a strong knowledge on SQL as almost all
processing happens at the source systems else you would restrict yourself to
only limited modeling and designing visualizations.

Important things MS-SQL can help you with

 * Create an optimal data model for space and speed
 * Manage partitions the right way
 * Design an efficient and trustable security model
 * Define an ideal processing strategy
 * Automate deployment and management of the data model

Why to have MS-SQL as Data warehouse?

While power query could do the major transformations - required for the
reporting purpose, it is not advisable and recommended to access the production
database for reporting requirements. ETL data from multiple data sources into
your data warehouse and then load it to your BI via T-SQL is the best practice.


ARCHITECT POWER BI SOLUTION

This section will help you put together Excel, VBA, Power BI, DAX, Power Query
and SQL to architect the best BI solution. You'll also learn to publish,
securely share reports including row level permissions along with BI
administrative tasks like setting up data gateways etc.

Why should I learn to Architect a solution?

The whole purpose of this section is to arrive at the best possible BI reporting
solution for existing business problems instead of just performing a task.

 * To build a light-weight solution for a huge dataset
 * Improvise the Data refresh times and reduce associated cost
 * Use the right mix of available technologies to work with huge datasets - for
   reporting purpose.


TOTAL COURSE DURATION


75-HOURS, 30 SESSIONS


SPREAD ACROSS 6-WEEKS


TRAINING SCHEDULE


TUESDAY, 7 FEB


VIEW SCHEDULE


COURSE FEE


USD 1999


UPGRADE BENEFITS AS APPLICABLE


PRE-REQUISITE


2 YEARS EXPERIENCE


IN DATA-RELATED ROLES.


COURSE CONTENT OVERVIEW

A snapshot of what you'll be learning in 6-weeks.

Quick Excel brush-up

Objective: To prepare a quick POC with small data and get the concurrence on the
output before investing time on huge datasets.


OVERVIEW

 * Core Fundamentals Of Spreadsheets
 * How System Interprets Your Data
 * Crucial Formatting Concepts
 * Understanding Core Formula Fundamentals & Advanced Referencing Concepts
 * 60+ Advanced Excel Functions
 * Cleansing & Transforming Data
 * Data Summarization
 * Conditional Summarization
 * Working With Multiple Datasets
 * Working With Pivot Tables Including Advanced Pivot Tables Options
 * 15+ Charts - When To Use What Chart?
 * Develop Data Models to Simulate Complex Business Scenarios for What IF
   Analysis

Modeling with Power Pivot

Objective: To do faster queries, simpler DAX code and enjoy easier maintenance.


INTRODUCTION TO POWERPIVOT

 * Limitation Of Excel Functions
 * Limitation Of Excel Pivot table
 * Why Powerpivot?
 * Powerpivot Features – Overview


POWERPIVOT ENVIRONMENT

 * Opening Powerpivot Environment
 * Understanding External Data Section
 * Understanding Formatting
 * Powerpivot Views
 * Understanding Measures


LOADING DATA INTO POWERPIVOT


CALCULATED COLUMNS

 * Calculated Columns
 * Entering Formulas
 * Using Autocomplete Feature
 * Renaming Columns
 * Understanding Tables


CREATING MEASURES

 * Creating Simple DAX Measures
 * Explicit Measure Vs Implicit Measure
 * Referencing Measures In Other Measures
 * Formatting Measures
 * Manage Data Relationships
 * Working With Multiple Tables
 * Disconnected Tables
 * Creating Custom Calendars
 * Using Advanced Filter()
 * Advanced Calculated Columns
 * Understanding Relationship Concept
 * Join Tables
 * Left Join Tables
 * Right Join Tables


DATA VISUALIZATION USING

 * Charts, Score Cards And Dashboards
 * Slicers
 * Map Visualizations
 * Data Binding And Formatting


CREATING ADVANCED DASHBOARDS WITH POWERPIVOT


CREATING FREE FORM REPORTS WITH POWERPIVOT & EXCEL


DEVELOP SIMPLE MODELS AND FORECAST DATA USING POWERPIVOT & EXCEL

Power BI

Objective: Getting started with Power BI and leverage it’s full potential to
develop compelling visualizations.


BUILDING BLOCKS OF POWER BI

 * Visualizations
 * Datasets
 * Reports
 * Dashboards
 * Tiles


BUILDING YOUR FIRST POWER BI REPORT

 * Connect to Data Sources in Power BI Desktop
 * Clean and Transform Your Data With the Query Editor
 * Create a report in Power BI Desktop
 * Publish the report in the Power BI service


DATA MODELING WITH POWER BI

 * Fundamentals of Modeling
 * How to Manage Your Data Relationships
 * Create Calculated Columns
 * Optimizing Data Models for Better Visuals
 * Create measures and work with time-based functions
 * Create Calculated Tables
 * Explore Time-Based Data


VISUALIZATIONS

 * Create and Customize Simple Visualizations


BUILDING COMPELLING DATA VISUALIZATIONS

 * Identify metrics and pair them with appropriate data visuals
 * Using slicers
 * Creating Map Visualizations
 * Creating Tables and Matrixes
 * Creating Scatter Charts
 * Creating Waterfall and Funnel Charts
 * Using Gauges and Single Number Cards
 * Charting Options including Formatting with Colors, Shapes, Text Boxes,
   Images, etc.


DESIGNING USER-FRIENDLY REPORTS

 * Customize themes
 * Create versatile layouts for your reports
 * Design principles to reduce noise and highlight data stories


CREATING INTERACTIVE REPORTS FOR DATA EXPLORATION

 * Filtering & drilling for insights
 * Difference between filters & slicers
 * Filter pane for reporting needs


EXPLORING DATA

 * Use Quick Insights in the Power BI service
 * Create and Configure A Dashboard
 * Share Dashboards with your organization
 * Display Visuals and Tiles Full-Screen 

Power Query

Objective: To learn different methods to Transform Data before uploading it to
the SQL Database.


OVERVIEW

 * Introduction
 * Loading & Refresh
 * Combine data from multiple data sources


DATA TRANSFORMATION

 * Editing Queries Created with Power Query
 * Editing Column Headers in Power Query
 * Splitting Column Data with Power Query
 * Sorting Data
 * Multi-Level Sorting
 * Filtering Data
 * Aggregate data from a column
 * Insert a custom column into a table
 * Merge columns
 * Remove columns
 * Remove rows with errors
 * Promote a row to column headers
 * Transforming Text Values
 * Replacing Data
 * Using the Fill command
 * Pivot and Unpivot Column
 * Transpose Query Data
 * Pivot Column Command in Action
 * Unpivot Columns Command
 * Grouping Data
 * Create a Duplicate Query
 * Group and Summarize Data
 * Advanced Data Grouping
 * Working with multiple sources in Power Query
 * Multiple Excel Tables
 * Expand a column containing an associated table
 * Understanding Table Relationships
 * Merging Queries


LOADING POWER QUERY DATA TO DESTINATIONS

 * Familiarity with the Load & Refresh Settings
 * Loading it to Workbook
 * Loading it to Data Model

DAX Functions

Objective: To add analytical power to your Power BI model that is not available
in the data as-is, using DAX.


OVERVIEW

 * What is DAX?
 * Data Types
 * Table-Valued Functions
 * Building a Calendar Table
 * Date and Time Functions
 * Filter Functions
 * Information Functions
 * Logical Functions
 * Mathematical and Trigonometric Functions
 * Statistical Functions
 * Text Functions
 * Time Intelligence Functions


CREATING ADVANCED DAX MEASURES WITH ADVANCED DAX FUNCTIONS

 * Calculate()
 * All()
 * Filter()
 * IF()
 * Switch()
 * SumX()


EVALUATION CONTEXT

 * Filter Context
 * Row Context
 * Using RELATED in a Row Context
 * Filters and Relationships
 * USERELATIONSHIP


HIERARCHIES IN DAX


QUERYING WITH DAX


RELATIONSHIPS

 * One-to-Many Relationships
 * Many-to-Many Relationships

T-SQL

Objective: To query MS-SQL Database (es) by writing accurate, effective, and
robust T-SQL code - the right way.


INTRODUCTION TO MS-SQL

 * Creating a Database
 * Understanding Tables and Creating Tables
 * Inserting, Updating and Deleting Data
 * Querying Data
 * Filtering Data
 * Grouping Data
 * Ordering Data
 * Column Aliases
 * Table Aliases


DDL INSIGHTS

 * CREATE TABLE
 * Dropping Objects
 * CREATE INDEX
 * TEMPORARY OBJECTS
 * Object Naming and Dependencies


SELECT STATEMENTS

 * Simple SELECTs
 * Calculated and Derived Fields
 * SELECT TOP / BOTTOM Records
 * Derived Tables
 * Joins
 * Predicates
 * Subqueries
 * Aggregate Functions
 * GROUP BY and HAVING
 * UNION
 * ORDER BY

Advanced DAX Expressions

Objective: Leverage DAX potential to perform advanced data analytics


ADVANCED TABLE MANIPULATION FUNCTIONS

 * ADDCOLUMNS
 * CROSSJOIN
 * DATATABLE
 * DISTINCT column
 * EXCEPT
 * FILTERS
 * GENERATESERIES
 * INTERSECT
 * NATURALINNERJOIN
 * NATURALLEFTOUTERJOIN
 * ROW
 * SELECTCOLUMNS
 * SUMMARIZE
 * SUMMARIZECOLUMNS
 * Constructor
 * TOPN
 * UNION
 * VALUES


ADVANCED FILTER FUNCTIONS

 * ADDMISSINGITEMS
 * ALL
 * ALLCROSSFILTERED
 * ALLEXCEPT
 * ALLSELECTED
 * CALCULATE
 * DISTINCT
 * FILTER
 * FILTERS
 * RELATED
 * REMOVEFILTERS
 * SELECTEDVALUE
 * USERELATIONSHIP
 * VALUES


ADVANCED USAGE OF

 * CALCULATE
 * SUMX
 * COUNTX
 * AVERAGEX
 * MAXX
 * MINXX
 * DATATABLE

M Programming with Power Query

Objective: To perform advanced and complex data transformations not available in
the Query Editor


UNDERSTANDING M PROGRAMMING CODE

 * M LANGUAGE Specifications
 * Lexical Structure
 * Basic Concepts
 * Values
 * Types
 * Operators
 * Let
 * Conditionals
 * Functions
 * Error Handling
 * Creating Simple M Expressions
 * Creating Simple M Functions
 * Working with List, Record & Tables
 * Understanding Operators and Evaluation Methods
 * Data Types & Type Conversions


WORKING WITH M FUNCTIONS

 * ACCESSING DATA FUNCTIONS - From Excel, SQL, CSV, Tab-Delimited, Webpage, XML,
   JSON, SharePoint, etc.
 * COMBINER FUNCTIONS
 * COMPARER FUNCTIONS
 * DATE FUNCTIONS
 * DATETIME FUNCTIONS
 * DURATION FUNCTIONS
 * LIST FUNCTIONS
 * LOGICAL FUNCTIONS
 * NUMBER FUNCTIONS
 * RECORD FUNCTIONS
 * REPLACER FUNCTIONS
 * SPLITTER FUNCTIONS
 * TABLE FUNCTIONS
 * TEXT FUNCTIONS
 * TIME FUNCTIONS
 * TYPE FUNCTIONS
 * VALUE FUNCTIONS

Power BI Administration

Objective: Get hands-on experience with advanced administration settings,
permissions, Data refresh times etc.


OVERVIEW

 * Publishing Power BI Reports
 * Creating & Managing Workspaces and Its Access
 * Creating & Managing Dashboard and Its Access
 * Installing & Configuring Data gateway
 * Scheduling and configuring data refresh
 * Managing & Reusing Datasets
 * Scheduling Report Alerts
 * Setting up Row Level Permissions
 * Managing Users & Audit Log
 * Custom Branding Power BI For your Organization
 * Adding Custom Visuals for your Organization

VBA Macro Automation

Objective: To collect data from multiple ad-hoc sources and prepare it for
loading it to SQL Database for BI Reporting purpose.


OVERVIEW

 * Core Fundamentals of VBA
 * Understanding VBA Environment
 * Writing simple VBA Codes
 * Concept of Variables & Data Types
 * Testing & Debugging Code
 * Understanding Fundamental Coding Blocks
 * IF Block
 * Select Case
 * And / Or Conditions
 * Understanding Fundamentals of Looping
 * For Loop
 * Do While
 * Understanding Object Based Programming
 * Advanced Excel Automations
 * Word Automation
 * Outlook Automation
 * Working with Database
 * Working with Web Browsers - Web Scrapping
 * Creating User Interfaces with VB Forms
 * Handling Run Time Errors & Securing Code

ETL with MS SQL & SSIS

Objective: Extract Data from multiple data sources, transform them with SSIS or
M-Program transformation options and, Load it to Reporting Database / Data
Warehouse


UNDERSTANDING SSIS PACKAGES


CREATING & MANAGING CONNECTIONS WITH CONNECTION MANAGER

 * Importing Data With ADO.NET
 * Importing Data From Excel
 * Importing Data From Flat Files
 * Importing Data From FTP
 * Importing Data From SMTP
 * Working with Multiple Connections
 * Working with Control Flows
 * Working with Data Flows
 * Working with Variables & Expressions


PERFORMING TRANSFORMATIONS

 * Aggregation Transformations
 * Audit Transformations
 * Conditional Split Transformations
 * Data Conversion Transformations
 * DQS Cleansing Transformations
 * Derived Columns Transformations
 * Export Column Transformation
 * Fuzzy Grouping Transformation
 * Fuzzy Lookup Transformation
 * Lookup Transformation
 * Merge Transformation
 * Merge Join Transformation
 * Pivot Transformation
 * Unpivot Transformation
 * Row Count Transformation
 * Sort Transformation


LOADING DATA TO SQL SERVER


ADVANCED SQL CONCEPTS


DML INSIGHTS

 * INSERT
 * UPDATE
 * DELETE
 * Detecting DML Errors


UNDERSTANDING DATA TYPES

 * Dates
 * Strings
 * Numeric
 * BLOBs
 * Bits
 * UNIQUEIDENTIFIER
 * Cursor Variables
 * Timestamps


DDL INSIGHTS

 * CREATE TABLE
 * Dropping Objects
 * CREATE INDEX
 * TEMPORARY OBJECTS
 * Object Naming and Dependencies


SQL VIEWS

 * Create & Manage VIEWs
 * Getting a VIEW's Source Code
 * Updatable VIEWs
 * Derived Tables
 * Dynamic VIEWs
 * Partitioning Data Using Views
 * View Restrictions


STORED PROCEDURES

 * Stored Procedure Advantages
 * Internals
 * Creating Stored Procedures, Executing Stored Procedures
 * Environmental Concerns
 * Parameters for Procedures
 * Important Automatic Variables
 * Flow Control Language
 * Errors
 * Nesting
 * AutoStart Procedures
 * User Defined Functions
 * Scalar UDFs
 * Table-Valued UDFs
 * Per-Row UDFs


WORKING WITH DATE & TIME

 * Date and Time Data Types
 * Date and Time Manipulation
 * Date and Time Functions
 * Literals
 * Identifying Weekday
 * Handling Date-only or Time-only Data Prior to SQL Server 2008
 * Examples of Date and Time Calculations
 * Rounding Issues
 * Date- and Time-Related Querying Problems
 * Age Problems
 * Overlaps
 * Grouping by the Week
 * Working Days
 * Generating a Series of Dates


SETS

 * Unions
 * Differences
 * Intersections
 * Subsets


TRANSACTIONS

 * Transactions Defined
 * How SQL Server Transactions Work
 * Types of Transactions
 * Avoiding Transactions Altogether
 * Automatic Transaction Management
 * Transaction Isolation Levels
 * Transaction Commands and Syntax
 * Debugging Transactions
 * Optimizing Transactional Code

Architect Power BI Solution

Objective: To put our entire learning to use and arrive at the best possible BI
solution -using the right combination of available technologies.


OVERVIEW

 * Case Study 1
 * Case Study 2
 * Case Study 3


COURSE CONTENT OVERVIEW

A snapshot of what you'll be learning in 6-weeks.

Quick Excel brush-up Modeling with Power Pivot Power BI Power Query DAX
Functions T-SQL Advanced DAX Expressions M Programming with Power Query Power Bi
Administration VBA Macro Automation ETL with MS SQL & SSIS Architect Power BI
Solution

Objective: To prepare a quick POC with small data and get the concurrence on the
output before investing time on huge datasets.


OVERVIEW

 * Core Fundamentals Of Spreadsheets
 * How System Interprets Your Data
 * Crucial Formatting Concepts
 * Understanding Core Formula Fundamentals & Advanced Referencing Concepts
 * 60+ Advanced Excel Functions
 * Cleansing & Transforming Data
 * Data Summarization
 * Conditional Summarization
 * Working With Multiple Datasets
 * Working With Pivot Tables Including Advanced Pivot Tables Options
 * 15+ Charts - When To Use What Chart?
 * Develop Data Models to Simulate Complex Business Scenarios for What IF
   Analysis

Objective: To do faster queries, simpler DAX code and enjoy easier maintenance.


INTRODUCTION TO POWERPIVOT

 * Limitation Of Excel Functions
 * Limitation Of Excel Pivot table
 * Why Powerpivot?
 * Powerpivot Features – Overview


POWERPIVOT ENVIRONMENT

 * Opening Powerpivot Environment
 * Understanding External Data Section
 * Understanding Formatting
 * Powerpivot Views
 * Understanding Measures


LOADING DATA INTO POWERPIVOT


CALCULATED COLUMNS

 * Calculated Columns
 * Entering Formulas
 * Using Autocomplete Feature
 * Renaming Columns
 * Understanding Tables


CREATING MEASURES

 * Creating Simple DAX Measures
 * Explicit Measure Vs Implicit Measure
 * Referencing Measures In Other Measures
 * Formatting Measures
 * Manage Data Relationships
 * Working With Multiple Tables
 * Disconnected Tables
 * Creating Custom Calendars
 * Using Advanced Filter()
 * Advanced Calculated Columns
 * Understanding Relationship Concept
 * Join Tables
 * Left Join Tables
 * Right Join Tables


DATA VISUALIZATION USING

 * Charts, Score Cards And Dashboards
 * Slicers
 * Map Visualizations
 * Data Binding And Formatting


CREATING ADVANCED DASHBOARDS WITH POWERPIVOT


CREATING FREE FORM REPORTS WITH POWERPIVOT & EXCEL


DEVELOP SIMPLE MODELS AND FORECAST DATA USING POWERPIVOT & EXCEL

Objective: Getting started with Power BI and leverage it’s full potential to
develop compelling visualizations.


BUILDING BLOCKS OF POWER BI

 * Visualizations
 * Datasets
 * Reports
 * Dashboards
 * Tiles


BUILDING YOUR FIRST POWER BI REPORT

 * Connect to Data Sources in Power BI Desktop
 * Clean and Transform Your Data With the Query Editor
 * Create a report in Power BI Desktop
 * Publish the report in the Power BI service


DATA MODELING WITH POWER BI

 * Fundamentals of Modeling
 * How to Manage Your Data Relationships
 * Create Calculated Columns
 * Optimizing Data Models for Better Visuals
 * Create measures and work with time-based functions
 * Create Calculated Tables
 * Explore Time-Based Data


VISUALIZATIONS

 * Create and Customize Simple Visualizations


BUILDING COMPELLING DATA VISUALIZATIONS

 * Identify metrics and pair them with appropriate data visuals
 * Using slicers
 * Creating Map Visualizations
 * Creating Tables and Matrixes
 * Creating Scatter Charts
 * Creating Waterfall and Funnel Charts
 * Using Gauges and Single Number Cards
 * Charting Options including Formatting with Colors, Shapes, Text Boxes,
   Images, etc.


DESIGNING USER-FRIENDLY REPORTS

 * Customize themes
 * Create versatile layouts for your reports
 * Design principles to reduce noise and highlight data stories


CREATING INTERACTIVE REPORTS FOR DATA EXPLORATION

 * Filtering & drilling for insights
 * Difference between filters & slicers
 * Filter pane for reporting needs


EXPLORING DATA

 * Use Quick Insights in the Power BI service
 * Create and Configure A Dashboard
 * Share Dashboards with your organization
 * Display Visuals and Tiles Full-Screen 

Objective: To learn different methods to Transform Data before uploading it to
the SQL Database.


OVERVIEW

 * Introduction
 * Loading & Refresh
 * Combine data from multiple data sources


DATA TRANSFORMATION

 * Editing Queries Created with Power Query
 * Editing Column Headers in Power Query
 * Splitting Column Data with Power Query
 * Sorting Data
 * Multi-Level Sorting
 * Filtering Data
 * Aggregate data from a column
 * Insert a custom column into a table
 * Merge columns
 * Remove columns
 * Remove rows with errors
 * Promote a row to column headers
 * Transforming Text Values
 * Replacing Data
 * Using the Fill command
 * Pivot and Unpivot Column
 * Transpose Query Data
 * Pivot Column Command in Action
 * Unpivot Columns Command
 * Grouping Data
 * Create a Duplicate Query
 * Group and Summarize Data
 * Advanced Data Grouping
 * Working with multiple sources in Power Query
 * Multiple Excel Tables
 * Expand a column containing an associated table
 * Understanding Table Relationships
 * Merging Queries


LOADING POWER QUERY DATA TO DESTINATIONS

 * Familiarity with the Load & Refresh Settings
 * Loading it to Workbook
 * Loading it to Data Model

Objective: To add analytical power to your Power BI model that is not available
in the data as-is, using DAX.


OVERVIEW

 * What is DAX?
 * Data Types
 * Table-Valued Functions
 * Building a Calendar Table
 * Date and Time Functions
 * Filter Functions
 * Information Functions
 * Logical Functions
 * Mathematical and Trigonometric Functions
 * Statistical Functions
 * Text Functions
 * Time Intelligence Functions


CREATING ADVANCED DAX MEASURES WITH ADVANCED DAX FUNCTIONS

 * Calculate()
 * All()
 * Filter()
 * IF()
 * Switch()
 * SumX()


EVALUATION CONTEXT

 * Filter Context
 * Row Context
 * Using RELATED in a Row Context
 * Filters and Relationships
 * USERELATIONSHIP


HIERARCHIES IN DAX


QUERYING WITH DAX


RELATIONSHIPS

 * One-to-Many Relationships
 * Many-to-Many Relationships

Objective: To query MS-SQL Database (es) by writing accurate, effective, and
robust T-SQL code - the right way.


INTRODUCTION TO MS-SQL

 * Creating a Database
 * Understanding Tables and Creating Tables
 * Inserting, Updating and Deleting Data
 * Querying Data
 * Filtering Data
 * Grouping Data
 * Ordering Data
 * Column Aliases
 * Table Aliases


DDL INSIGHTS

 * CREATE TABLE
 * Dropping Objects
 * CREATE INDEX
 * TEMPORARY OBJECTS
 * Object Naming and Dependencies


SELECT STATEMENTS

 * Simple SELECTs
 * Calculated and Derived Fields
 * SELECT TOP / BOTTOM Records
 * Derived Tables
 * Joins
 * Predicates
 * Subqueries
 * Aggregate Functions
 * GROUP BY and HAVING
 * UNION
 * ORDER BY

Objective: Leverage DAX potential to perform advanced data analytics


ADVANCED TABLE MANIPULATION FUNCTIONS

 * ADDCOLUMNS
 * CROSSJOIN
 * DATATABLE
 * DISTINCT column
 * EXCEPT
 * FILTERS
 * GENERATESERIES
 * INTERSECT
 * NATURALINNERJOIN
 * NATURALLEFTOUTERJOIN
 * ROW
 * SELECTCOLUMNS
 * SUMMARIZE
 * SUMMARIZECOLUMNS
 * Constructor
 * TOPN
 * UNION
 * VALUES


ADVANCED FILTER FUNCTIONS

 * ADDMISSINGITEMS
 * ALL
 * ALLCROSSFILTERED
 * ALLEXCEPT
 * ALLSELECTED
 * CALCULATE
 * DISTINCT
 * FILTER
 * FILTERS
 * RELATED
 * REMOVEFILTERS
 * SELECTEDVALUE
 * USERELATIONSHIP
 * VALUES


ADVANCED USAGE OF

 * CALCULATE
 * SUMX
 * COUNTX
 * AVERAGEX
 * MAXX
 * MINXX
 * DATATABLE

Objective: To perform advanced and complex data transformations not available in
the Query Editor


UNDERSTANDING M PROGRAMMING CODE

 * M LANGUAGE Specifications
 * Lexical Structure
 * Basic Concepts
 * Values
 * Types
 * Operators
 * Let
 * Conditionals
 * Functions
 * Error Handling
 * Creating Simple M Expressions
 * Creating Simple M Functions
 * Working with List, Record & Tables
 * Understanding Operators and Evaluation Methods
 * Data Types & Type Conversions


WORKING WITH M FUNCTIONS

 * ACCESSING DATA FUNCTIONS - From Excel, SQL, CSV, Tab-Delimited, Webpage, XML,
   JSON, SharePoint, etc.
 * COMBINER FUNCTIONS
 * COMPARER FUNCTIONS
 * DATE FUNCTIONS
 * DATETIME FUNCTIONS
 * DURATION FUNCTIONS
 * LIST FUNCTIONS
 * LOGICAL FUNCTIONS
 * NUMBER FUNCTIONS
 * RECORD FUNCTIONS
 * REPLACER FUNCTIONS
 * SPLITTER FUNCTIONS
 * TABLE FUNCTIONS
 * TEXT FUNCTIONS
 * TIME FUNCTIONS
 * TYPE FUNCTIONS
 * VALUE FUNCTIONS

Objective: Get hands-on experience with advanced administration settings,
permissions, Data refresh times etc.


OVERVIEW

 * Publishing Power BI Reports
 * Creating & Managing Workspaces and Its Access
 * Creating & Managing Dashboard and Its Access
 * Installing & Configuring Data gateway
 * Scheduling and configuring data refresh
 * Managing & Reusing Datasets
 * Scheduling Report Alerts
 * Setting up Row Level Permissions
 * Managing Users & Audit Log
 * Custom Branding Power BI For your Organization
 * Adding Custom Visuals for your Organization

Objective: To collect data from multiple ad-hoc sources and prepare it for
loading it to SQL Database for BI Reporting purpose.


OVERVIEW

 * Core Fundamentals of VBA
 * Understanding VBA Environment
 * Writing simple VBA Codes
 * Concept of Variables & Data Types
 * Testing & Debugging Code
 * Understanding Fundamental Coding Blocks
 * IF Block
 * Select Case
 * And / Or Conditions
 * Understanding Fundamentals of Looping
 * For Loop
 * Do While
 * Understanding Object Based Programming
 * Advanced Excel Automations
 * Word Automation
 * Outlook Automation
 * Working with Database
 * Working with Web Browsers - Web Scrapping
 * Creating User Interfaces with VB Forms
 * Handling Run Time Errors & Securing Code

Objective: Extract Data from multiple data sources, transform them with SSIS or
M-Program transformation options and, Load it to Reporting Database / Data
Warehouse


UNDERSTANDING SSIS PACKAGES


CREATING & MANAGING CONNECTIONS WITH CONNECTION MANAGER

 * Importing Data With ADO.NET
 * Importing Data From Excel
 * Importing Data From Flat Files
 * Importing Data From FTP
 * Importing Data From SMTP
 * Working with Multiple Connections
 * Working with Control Flows
 * Working with Data Flows
 * Working with Variables & Expressions


PERFORMING TRANSFORMATIONS

 * Aggregation Transformations
 * Audit Transformations
 * Conditional Split Transformations
 * Data Conversion Transformations
 * DQS Cleansing Transformations
 * Derived Columns Transformations
 * Export Column Transformation
 * Fuzzy Grouping Transformation
 * Fuzzy Lookup Transformation
 * Lookup Transformation
 * Merge Transformation
 * Merge Join Transformation
 * Pivot Transformation
 * Unpivot Transformation
 * Row Count Transformation
 * Sort Transformation


LOADING DATA TO SQL SERVER


ADVANCED SQL CONCEPTS


DML INSIGHTS

 * INSERT
 * UPDATE
 * DELETE
 * Detecting DML Errors


UNDERSTANDING DATA TYPES

 * Dates
 * Strings
 * Numeric
 * BLOBs
 * Bits
 * UNIQUEIDENTIFIER
 * Cursor Variables
 * Timestamps


DDL INSIGHTS

 * CREATE TABLE
 * Dropping Objects
 * CREATE INDEX
 * TEMPORARY OBJECTS
 * Object Naming and Dependencies


SQL VIEWS

 * Create & Manage VIEWs
 * Getting a VIEW's Source Code
 * Updatable VIEWs
 * Derived Tables
 * Dynamic VIEWs
 * Partitioning Data Using Views
 * View Restrictions


STORED PROCEDURES

 * Stored Procedure Advantages
 * Internals
 * Creating Stored Procedures, Executing Stored Procedures
 * Environmental Concerns
 * Parameters for Procedures
 * Important Automatic Variables
 * Flow Control Language
 * Errors
 * Nesting
 * AutoStart Procedures
 * User Defined Functions
 * Scalar UDFs
 * Table-Valued UDFs
 * Per-Row UDFs


WORKING WITH DATE & TIME

 * Date and Time Data Types
 * Date and Time Manipulation
 * Date and Time Functions
 * Literals
 * Identifying Weekday
 * Handling Date-only or Time-only Data Prior to SQL Server 2008
 * Examples of Date and Time Calculations
 * Rounding Issues
 * Date- and Time-Related Querying Problems
 * Age Problems
 * Overlaps
 * Grouping by the Week
 * Working Days
 * Generating a Series of Dates


SETS

 * Unions
 * Differences
 * Intersections
 * Subsets


TRANSACTIONS

 * Transactions Defined
 * How SQL Server Transactions Work
 * Types of Transactions
 * Avoiding Transactions Altogether
 * Automatic Transaction Management
 * Transaction Isolation Levels
 * Transaction Commands and Syntax
 * Debugging Transactions
 * Optimizing Transactional Code

Objective: To put our entire learning to use and arrive at the best possible BI
solution -using the right combination of available technologies.


OVERVIEW

 * Case Study 1
 * Case Study 2
 * Case Study 3

Course Fee

USD 1999*

* Upgrade Fee for existing Power BI Students: $1299

Reserve My Seat


WHAT IS INCLUDED?

60-hours of Instructor-led training.

15 Power BI & Power Query Projects, 10 Excel Assignments, 7 VBA case studies, 5
SQL & SSIS related case studies.

3-months of Mentorship program (USD 750) with 5-hours monthly session,
post-training.

View mentorship program details

Full Stack BI Reporting Specialist Certificate




READY TO BE CERTIFIED AS


FULL STACK BI REPORTING & AUTOMATION SPECIALIST?

I'm interested. Call me!


TRAINING SCHEDULE

 * Option 1 - 11:00 AM to 1:00 PM


WEEK 1 - QUICK EXCEL BRUSH-UP & POWER BI


TUE, 7 FEB THROUGH FRI, 10 FEB


11:00 AM TO 1:00 PM ET


WEEK 2 - DAX FUNCTION & POWER QUERY


MON, 13 FEB THROUGH FRI, 17 FEB


11:00 AM TO 1:00 PM ET


WEEK 3 - POWER PIVOT, T-SQL & POWER BI ADMINISTRATION


TUE, 21 FEB THROUGH FRI, 24 FEB


11:00 AM TO 1:00 PM ET


WEEK 4 - ADVANCED DAX FUNCTION & M-PROGRAMMING


MON, 6 MAR THROUGH FRI, 10 MAR


11:00 AM TO 1:00 PM ET


WEEK 5 - AD-HOC AUTOMATIONS USING VBA MACRO


MON, 13 MAR THROUGH FRI, 17 MAR


11:00 AM TO 1:00 PM ET


WEEK 6 - ETL WITH MS-SQL & SSIS AND ARCHITECT BI SOLUTION


MON, 20 MAR THROUGH THU, 23 MAR


11:00 AM TO 1:00 PM ET

Reserve My Seat Request another schedule


SYSTEM REQUIREMENTS

 1. Power BI Desktop (Free & Downloadable at
    https://powerbi.microsoft.com/en-us/get-started/ 
 2. Excel 2016 & above with PowerPivot - Available with Office 365 subscriptions
    that include desktop versions of Excel for Windows. Also available with
    certain onetime office purchases. Refer
    https://support.office.com/en-us/article/where-is-power-pivot-aa64e217-4b6e-410b-8337-20b87e1c2a4b
    for more information.
 3. MS-SQL Server (Free & Downloadable at
    https://www.microsoft.com/en-us/sql-server/sql-server-editions-express If
    you have it already installed, kindly ensure you have rights to create and
    modify new databases.
 4. SSIS - It comes along with your SQL Server License.
 5. SQL Server Development Tools (SSDT) – Refer
    https://docs.microsoft.com/en-us/sql/ssdt/download-sql-server-data-tools-ssdt?view=sql-server-ver15
 6. Visual Studio 2017 & above. Visual Studio Community Edition is Free and can
    be downloaded from https://visualstudio.microsoft.com/vs/


CONNECT WITH US

Excelgoodies Consulting, Inc.

739 Bryant Street, San Francisco, CA 94107

Mr.Perrie Smith

Business Associate

Tel: (650) 491-3131

Email: inquiry_fullstackbi@excelgoodies.com

Connect us on



ABOUT THE TRAINER

MR. SAMI, MCT, MCSA DATA ENTHUSIAST & A TECHNOPHILE

Mr. Sami, Microsoft Certified Trainer, with his qualifications in Finance, HR &
Information Technology brings in 14 years of Industry experience. He has
successfully trained 9500+ professionals by now, and the counting is still on.

He has undertaken assignments with the renowned IRS, The World Bank, Tata
Chemicals, Buckman Laboratories, Standard Chartered, ING Barings and much more.
His nature of going that Extra Mile has got him the startling popularity amongst
the Excelgoodies prominent clients.

Schedule a call with the Trainer


LEARNER STORIES AROUND THE WORLD!

Reviews

 * Trainer's Expertise
 * 

 * Course Structure
 * 

 * Course Content
 * 

 * Quality of Assignments
 * 

 * Certification Process
 * 


SCOTT A. REIFSYNDER


CHIEF FINANCIAL OFFICER


NEXTERUS



This class was extremely helpful in my knowledge and growth in these database,
analysis and reporting tools. I really enjoyed the hands-on approach and got
lots of “goodies” out of all the classes. Your approach, repetitiveness and
patience is much appreciated and sincerely helped...

Read More >>


JOSH GRENZSUND


DIRECTOR OF BUSINESS DEVELOPMENT


DOWL



This was a very good course where I learned high level concepts of data
management (how it moves/should move) for business users, the concepts for
querying and organizing data sets, the interaction and use of various
tools/software, and detailed work with DAX and SQL expressions...

Read More >>


TIM PALACIOS


WFM DATA DEVELOPER


WORLD CONNECTION



This course was excellent. Sami had a systematic approach to the course
curriculum which I feel is key to most if not all learning experiences. He was
very knowledgeable and very quick with troubleshooting and helping support when
we had any challenges with our work...

Read More >>


WENDY FLOWERS


FINANCIAL AND BUSINESS ANALYST


FIRST LIGHT



This Power BI course was an exceptional training experience. It was very fast
paced -- necessary as it covered Power Pivots, Power Query, DAX, Power BI, and
SQL. Sami ran the training smoothly, staying after to help individuals with
questions...

Read More >>


ANDREA ANDERSON


SENIOR SPECIALIST


SOUTHERN CALIFORNIA EDISON



I enjoyed the training and Sami taking the time to assist others with the
concepts being taught so that everyone understood.

Read More >>


LEARNER STORIES AROUND THE WORLD!

Reviews

 * Trainer's Expertise
 * 

 * Course Structure
 * 

 * Course Content
 * 

 * Quality of Assignments
 * 

 * Certification Process
 * 


SCOTT A. REIFSYNDER


CHIEF FINANCIAL OFFICER


NEXTERUS



This class was extremely helpful in my knowledge and growth in these database,
analysis and reporting tools. I really enjoyed the hands-on approach and got
lots of “goodies” out of all the classes. Your approach, repetitiveness and
patience is much appreciated and sincerely helped...

Read More >>


JOSH GRENZSUND


DIRECTOR OF BUSINESS DEVELOPMENT


DOWL



This was a very good course where I learned high level concepts of data
management (how it moves/should move) for business users, the concepts for
querying and organizing data sets, the interaction and use of various
tools/software, and detailed work with DAX and SQL expressions...

Read More >>


TIM PALACIOS


WFM DATA DEVELOPER


WORLD CONNECTION



This course was excellent. Sami had a systematic approach to the course
curriculum which I feel is key to most if not all learning experiences. He was
very knowledgeable and very quick with troubleshooting and helping support when
we had any challenges with our work...

Read More >>


WENDY FLOWERS


FINANCIAL AND BUSINESS ANALYST


FIRST LIGHT



This Power BI course was an exceptional training experience. It was very fast
paced -- necessary as it covered Power Pivots, Power Query, DAX, Power BI, and
SQL. Sami ran the training smoothly, staying after to help individuals with
questions...

Read More >>


ANDREA ANDERSON


SENIOR SPECIALIST


SOUTHERN CALIFORNIA EDISON



I enjoyed the training and Sami taking the time to assist others with the
concepts being taught so that everyone understood.

Read More >>

I'm interested. Call me!

EXCEL COURSES

 * Advanced Excel
 * Excel VBA Macro
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 * (*Microsoft Examination fees as applicable)

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