Power BI – dashboards (1 day)

Power BI – dashboards – overview

Power BI is a powerful data analytics and visualisation tool that can help you monitor data, analyse trends, and make decisions. This programme is designed to give you a solid understanding of the front-end of Power BI Desktop, the reports. This is where users can interact with visualisations that communicate trends in their data.

This programme focuses entirely on designing and customising visualisations, including charts, maps, and tables, making it easy to manage and interact with a dashboard model. We also demonstrate how to share your reports online with Power BI Service, pinning your reports to dashboards and sharing them with your colleagues.

You will also learn how to work with data from open-source websites, create visuals such as heatmaps and sparklines, and compare multiple variables with trendlines.

Full details below or download course outline.

Learning objectives

This one-day programme focuses entirely on creating dashboards, by using the many visualisation tools available in Power BI.

You will learn to build dynamic, user-friendly interfaces in both Power BI Desktop and Power BI Service.

Who should attend?

Managers and others who need to use or create reports and tables to support business management and decision-making.

Pre-requisites

Our assumption is you are already using Power BI and your only requirement is to learn how to create and manage dashboard visualisations. If not, we recommend attending the Power BI Introduction course first.

Course format

A very practical, interactive one-day session for a maximum group size of 8. Comprehensive materials provided, including exercise files and a unique step-by-step guide developed by the trainer specifically for this programme.

This programme can be delivered virtually or in the classroom, as you prefer.

Expert trainer

Alan is a highly experienced and very popular IT skills trainer. After eighteen years as an employed IT trainer and training manager he went independent in 2013, specialising in Microsoft Office courses, primarily Power BI, Excel, PowerPoint, Word, Outlook and Access, although he also delivers training in other programs when required. His clients come from all sectors and include such organisations as The Economist, Hyundai, Marston Group, MediaCom, London Borough of Harrow, Paragon Customer Communications, ICP Global Creative, Bywaters, Amsafe Bridport, Seetec, Trumpf, Hyundai, etc, etc.

See what some of the participants have said about the workshops he’s delivered for us:

‘Fantastic. Well-paced and easy to follow.’
‘Great experience.’
‘Very personable, relatable, patient and able to present complicated processes in an understandable way.’
‘Friendly and good at checking people are up to speed.’
‘Very good and explained and answered all questions.’
‘Very knowledgeable would love to have him again if there is another course – thank you.’

Power BI – dashboards – course outline

1 Introduction

  • Power BI ecosystem
  • Things to keep in mind
  • Selecting dashboard colours
  • Importing visuals into Power BI
  • Data sources for your analysis
  • Joining tables in Power BI

2 Working with data

  • Utilising a report theme
  • Table visuals
  • Matrix visuals
  • Drilling into hierarchies
  • Applying static filters
  • Group numbers with lists
  • Group numbers with bins

3 Creating visuals

  • Heatmaps in Power BI
  • Visualising time-intelligence trends
  • Ranking categorical totals
  • Comparing proportions
  • View trends with sparklines

4 Comparing variables

  • Insert key performance indicators (KPI)
  • Visualising trendlines as KPI
  • Forecasting with trendlines
  • Visualising flows with Sankey diagrams
  • Creating a scatter plot

5 Mapping options

  • Map visuals
  • Using a filled map
  • Mapping with latitude and longitude
  • Mapping with ArcGIS or ESRI

6 Creating dashboards

  • High-level dashboard
  • Migration analysis dashboard
  • Adding slicers for filtering
  • Promote interaction with nudge prompts
  • Searching the dashboard with a slicer
  • Creating dynamic labels
  • Highlighting key points on the dashboard
  • Customised visualisation tooltips
  • Syncing slicers across pages

7 Sharing dashboards

  • Setting up and formatting phone views
  • Exporting data
  • Creating PDF files
  • Uploading to the cloud
  • Share dashboards in SharePoint online