Power BI Desktop - 2 Day course

Course Description

Power BI Desktop is part of the suite of tools from Microsoft which enable data to be analysed and published from a variety of sources. This course covers the use of Power BI Desktop to connect to data, create visualisations, query the data and publish reports.


Participants should have at least Intermediate Excel and database user skills. They need:
An understanding of basic data concepts
Ability to create and format chart outputs
Ability to create formulas using standard aggregate functions

Who should attend

This course has been designed for users who want to learn what Power BI is and how to develop reports. It forms the basis of generating or editing existing Power BI reports. The attendee will gain a solid understanding of how Power BI functions and will be able to generate reports and dashboards at its conclusion. It covers all the requirements needed to connect to a data source, generate a data model, create a report based on Data Visuals and publish the report to the cloud.

Learning Objectives

Participants will learn: Power BI Desktop concepts and main features Data sources compatible with Power BI Desktop Connecting to data with Power BI Desktop Exploring data visualisations Creating new Fields Applying common query tasks to shape data in Power BI Desktop Creating and publishing reports

Introduction to Power BI Desktop

The Microsoft Self-Service Business Intelligence Solution
Installing Power BI Desktop
A First Power BI Desktop Dashboard
The Data Load Process
The Power BI Desktop Window
Your First Visualizations
Interactivity in Dashboards
Creating and Modifying Reports
Importing Excel and Power View Items

Discovering and Loading Data with Power BI Desktop

Data Sources
Loading Data
Relational Databases: SQL Server
Microsoft SQL Server Analysis Services Data Sources
Microsoft SQL Server Analysis Services Tabular Data Sources
Other Data Sources
Reusing Recent Data Sources
Refreshing Data
Connection Security

Transforming Datasets

Power BI Desktop Queries
Query or Load?
Dataset Shaping
Filtering Data

Data Cleansing

Viewing a Full Record
Power BI Desktop Query Editor Context Menus
Grouping Records

Data Mashup

The Power BI Desktop View Ribbon
Extending Data
Duplicating Columns
Splitting Columns
Merging Columns
Custom Columns
Index Columns
Merging Data
Appending Data
Changing the Data Structure
Managing the Transformation Process
Managing Queries

Creating a Data Model

Data Modeling in the Power BI Desktop Environment
Data Model or Query?
Managing Power BI Desktop Data
Power BI Desktop Data Types
Formatting Power BI Desktop Data
Preparing Data for Dashboards
Sorting Data in Power BI Desktop Tables
Adding Hierarchies
Designing a Power BI Desktop Data Model

Extending the Data Model with Calculated Columns

Types of Calculations
New Columns
Concatenating Column Contents
Tweaking Text
Simple Calculations
Calculating Across Tables
Cascading Column Calculations
Using Functions in New Columns
Simple Logic: the IF( ) Function
Making Good Use of the Formula Bar

Adding Measures to the Data Model

A First Measure: Number of Cars Sold
Basic Aggregations in Measures
Using Multiple Measures
Cross-Table Measures
More Advanced Aggregations
Filter Context
Filtering Data in Measures
Simple Filters
More Complex Filters
Calculating Percentages of Totals
Filtering on Measures
Displaying Rank
A Few Comments and Notes on Using Measures

Analyzing Data over Time

Simple Date Calculations
Adding Time Intelligence to a Data Model
Creating and Applying a Date Table
Applying Time Intelligence
Comparisons with Previous Time Periods
Comparison with a Parallel Period in Time
Rolling Aggregations over a Period of Time

Text-Based Visualizations

Power BI Desktop Dashboards
Types of Data
Enhancing Tables
Table Granularity
Creating a Matrix
Multirow Cards
Switching Between Table Types

Charts in Power BI Desktop

A First Chart
Basic Chart Types
Essential Chart Adjustments
Donut Charts
Funnel Charts
Multiple Data Values in Charts
100% Stacked Column and Bar Charts
Scatter Charts
Bubble Charts
Waterfall Charts
Dual-Axis Charts
Data Details
Drill Down
Enhancing Charts
Bubble Chart Play Axis

Other Types of Visuals

Using Geographical Data
Adjusting the Map Display in Power BI Desktop
Filled Maps
Tree Maps
Additional Visuals
Loading Custom Visuals
A Rapid Overview of a Selection of Custom Visuals

Filtering Data

Visual-Level Filters
Filtering Different Data Types
Advanced Text Filters
Specific Visualization-Level Filters
Multiple Filters
Page-Level Filters
Report-Level Filters
Removing Filters
Using the Filter Hierarchy
Filtering Tips

Using Slicers

Formatting Slicers
Using Charts As Slicers
Charts As Filters
Specifying Visual Interactions
Choosing the Correct Approach to Interactive Data Selection

Enhancing Dashboards

Adding Text Boxes to Annotate a Report
Modifying the Page Background Color
Adding Shapes
Organizing Visuals on the Page
Exporting Data from a Visualisation


Publishing Reports to PowerBI.com
Using Power BI Desktop Files in PowerBI.com
Interacting with a Report on PowerBI.com
Creating PowerBI.com Dashboards
Sharing Dashboards
Creating New Reports in PowerBI.com
The Power BI App on Tablet Devices
PowerBI.com Gateways