Microsoft Power BI

Microsoft Power BI – Two Day Training Course

Duration:

2 Days

Aims:

The main aims of this course are to give delegates a good understanding of data analysis using Microsoft Power BI. This course includes creating visualisations using Power BI Desktop and then publishing them to the Power BI Service and learning how to share their reports and dashboards with colleagues.

Objectives:
  • Perform Power BI Desktop data imports and various transformations.
  • Create Power BI Desktop visualisations.
  • Publish reports to the Power BI Service.
  • Connect to multiple Excel files.
  • Collaborate with colleagues using the Power BI Service.
  • Understand the difference between Power BI Reports and Power BI Dashboards.
  • Understand how to use Workspaces in the Service & build Apps.
  • Learn how to use some of the most common DAX functions to create Measures and Calculated columns.
Pre-requisites:
  • Some basic knowledge of relational databases would be helpful.
  • Some experience of using functions like those used in Excel.
  • An awareness of key business priorities such as revenue, profitability and financial accounting is desirable.

Course Content:


Introduction to Power BI

  • What is Power BI and who is it aimed at?
  • Understand the advantages of Self-service BI over traditional IT lead BI.
  • Understanding the various components of Power BI and how they work together.

Getting Started with the Desktop

  • Become familiar with navigating around Power BI Desktop and understand the difference between ‘design mode’ and ‘query mode’.
  • Learn how to connect to Excel and import data into Power BI Desktop and perform various transformations.
  • Learn the basic principles of data modelling and relationships.
  • Build a data model using data imported from multiple Excel files.
  • Learn the difference between ‘data types’ and ‘data formats’ and how to apply the correct ‘data types’ to the imported data.
  • Learn about Power BI ‘data categories’ and default methods of aggregation.
  • Learn about the basics of ‘data compression’ and understand the importance of removing unwanted columns from the data model.
  • Learn about the various methods of filtering data in Power BI Desktop.

Working with the Data Model

  • Understand the difference between a Measure and a Calculated Column and when to use them.
  • Learn some best practices when creating Measures and Calculated Columns.
  • Create various Measures using some of the most common DAX functions to manipulate the data model.
  • Create several Calculated Columns to extend tables in the Data Model.
  • Learn the difference between ‘Filter Context’ and ‘Row Context’.

Building Reports

  • Learn how to create various charts and tables using Measures and Calculated Columns.
  • Learn about the default range of Power BI charts and tables available in the ‘Visualisations library’.
  • Learn about choosing the right type of visualisation ensuring it matches the information that’s been generated – for example, is the output information based over time or a percentage of a whole?
  • Learn about the ‘Field Well’ in Power BI Desktop and how to manage tables and fields as the data model grows.
  • Experiment with searching the data model for fields and how and when to hide tables and fields.
  • Moving Measures that reside in the incorrect table.
  • Learn about the difference between a ‘standard table’ and a ‘matrix and how to use drill-down as a method of seeing data at a more granular level.
  • Learn how to use the various methods of conditional formatting in Power BI Desktop.
  • Leverage custom visuals and how to access them.

An Introduction to the Power BI Service

The main aims of this course are to give delegates a good understanding of the Power BI Service which includes accessing and editing reports / dashboards and to learn how to share them with colleagues.

Detailed below are the key bullet points that you will learn about:

  • The difference between Power BI Desktop and the Power BI Service and when to use them.
  • The purpose of Workspaces in Power BI Service and how to create them.
  • The difference between Power BI Reports and Power BI Dashboards.
  • How to access, edit and modify reports that have been shared with you.
  • Build a dashboard based on reports in the Service.
  • Learn about live Dashboards and how to build them.
  • Learn how to navigate in the Service to locate dashboards, reports, workbooks.
  • Learn how to build reports based on existing data sets.
  • Learn about the purpose of ‘Apps’ in the Service and how to build them.
  • Learn how to comment on reports & dashboards to encourage engagement
  • Learn how to use Bookmarks
  • Learn how to use the 'Analyse in Excel' feature to interrogate the data model and build a pivot table in Excel.

Example Power BI report

We use cookies, which are placed on your computer or other device. By using this site, you agree to such cookies being used. To find out more please see our cookies policy.
TOP