Microsoft Power BI Desktop Training Course

This course provides delegates with the technical skills required to report using Microsoft Power BI Desktop.

Microsoft Power BI Desktop

This 2-day instructor led course provides delegates with the technical skills required to report using Microsoft Power BI Desktop.

  • Duration: 2 Days
  • Dates: Please select

Goals

Introduce the Microsoft Power BI product
Explain the Microsoft Power BI Workspace
Learn how to work with different data sources
Create visualisations
Learn how to format and use filters on visualisations

Audience

The course is intended for business intelligence developers and analysts who are responsible for creating reports using Power BI.

Locations

  • London
  • Warwick
  • Glasgow
  • Onsite at Your Office
  • Virtual

Content

Section 1: Introduction
Module Objectives
Section Contents
Section Introduction
What is Microsoft Power BI Desktop?
Getting Started with Power BI Desktop
The Microsoft Power BI Workspace
The View icons
Visualizations Pane
Fields Pane
The Workspace
The Toolbars
The File menu
Where do I turn for help?

Section 2: Connecting to Data
Module Objectives
Section Contents
Section Introduction
Supported data sources
Data Types and behaviours
Data Types
Number Types
Date/Time Types
Text Type
Data Behaviours
Changing Data formats
Importing and Entering Data
Importing Data
Enter Data or Paste to create a Table
Get Data and the Query Editor
The Query Editor
The Query Ribbon
The Left Pane
The Main Window (Data)
The Query Settings pane
Connecting to a Data Source using Query Editor
Editing the Query before Loading
Combining Data Sources
Merging Queries
Appending Queries
Workshop – Appending Data
Working with Relationships in Power BI
Relationship View in Power BI
The Relationships View
Understanding relationships
Autodetect during load
Autodetect Options
Creating Relationships using Autodetect
Creating Relationships manually
Workshop – Creating Relationships
Editing a relationship
Cross Filter Direction
Join Kinds

Section 3: Working with Visualisations
Module Objectives
Section Contents
Section Introduction
Overview of Visualisations
The Window Elements
The Visualisations
Creating visualisations
Table and Matrix Visualisations
Creating a Table Visualisation
Formatting values in a visualisation
Filtering a visualisation
Applying Top N / Bottom N filters
Sorting Data
Formatting a Visualisation
Workshop – Creating and Formatting Table Visualisations
Applying conditional formatting
Workshop – Applying conditional formatting
Creating a Matrix
Chart visualisations
Creating a Chart Visualisation
Analytics
Legends
Color Saturation
Applying Color Saturation with Analytic Lines
Using Trend Lines
Workshop – Creating Charts with Interactivity
Forecast Analytics
Creating a KPI Visualisation
Interactive Slicers
Creating Slicers
Custom Slicers
Date Slicers

Section 4: Using Hierarchies, Groups & Clustering
Module Objectives
Section Contents
Section Introduction
Creating Drill Visualisations
Drill in Data
See Data
See Records
Drill Hierarchies
Options on the Drill tab
Using Date Hierarchies
Creating Manual Hierarchies
Workshop – Using Drilling Functionality
Reusable Field Hierarchies
Creating a resusable hierarchy
Workshop – Creating reusable hierarchies
Creating Groups and Bins
Clustering
Creating Role Based views

Section 5: Working with Geographic Data
Module Objectives
Section Contents
Section Introduction
Geographic Data categories
Shaping and visualising Geographic data
Geo-Data Mapping Options

Section 6: Querying and Shaping the Data
Module Objectives
Section Contents
Section Introduction
Common activities using the Query Editor
Filter records
UnPivot Columns
Create a data subset using the Query Editor
Use Group By to summarise data values
Pivot Columns
Create Query Parameters to filter data

Section 7: Adding Custom Columns & Calculated Columns
Module Objectives
Section Contents
Section Introduction
Adding Custom or Calculated Columns
Workshop – Creating a Custom Column using logic
Adding Conditional Columns
Workshop – Creating Conditional Columns
Using Data Analysis Expressions (DAX)
Histograms

Section 8: Report & Output Options
Module Objectives
Section Contents
Section Introduction
Report Elements and Options
Working with Pages
Adding and Renaming Pages
Setting Page Size and View Options
Page Background
Insert Graphics and the Visuals Group
Editing Interactions
Report Level Filters
Publishing data
Rendering Reports for Phone devices


Contact
Contact

For any questions please feel free to contact us.