Power BI – immersion

Power BI – immersion – overview

This combined introduction / intermediate two-day immersive programme goes beyond the basics and includes a comprehensive yet balanced look at the four main components that make up Power BI Desktop: Report view, Data view, Relationships view, and the Power Query Editor. It also demonstrates the use of the online Power BI Service.

The programme looks at the authoring tools that enable you to connect to and transform data from a variety of sources. This allows you to produce detailed reports through a comprehensive set of visualisations. Once you have those reports, it’s a seamless process to share them with your colleagues, inside or outside of your organisation, by publishing to the Power BI Service.

Full details below or download course outline.

Learning objectives

The aim of the programme is to give you an understanding of the Power BI analysis process, by working with real-world examples that will equip you with the necessary skills to start applying your knowledge straight away.

Who should attend?

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


A basic to intermediate knowledge of Microsoft Excel is preferable.

Course format

A very practical, interactive two-day session for a maximum group size of 12. 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.’
‘Explains everything well.’
‘Excellent teacher and very intelligent.’
‘Very knowledgeable would love to have him again if there is another course – thank you.’
‘Alan explains things very clearly and addresses issues on questions before they are visible. Thank you very much!’

Power BI – immersion – course outline

1 Getting started

  • The Power BI process
  • Launching Power BI Desktop
  • The four views of Power BI
  • The report canvas

2 Getting data

  • Connect to data sources
  • Connect to an Excel file
  • Connect to a CSV file
  • Connect to a database
  • Connect to a web source
  • Connect to a folder of files
  • Create a data table

3 Transform data in the query editor

  • Clean data in the query editor
  • Remove rows by filter
  • Replace values
  • Field data types
  • Add a custom column
  • Append data to a query
  • Add an index column
  • Fix error issues
  • Basic maths operations

4 Build a data model

  • Data model relationships
  • Manage table relationships

5 Merge queries

  • Table join kinds
  • The merge process

6 Create report visualisations

  • Create and format visuals
  • Create map visuals
  • Format map visuals
  • Create chart visuals
  • Format chart visuals
  • Table, matrix, and card visuals
  • Format table visuals
  • Filter reports with slicers
  • The marketplace visuals
  • Mapping by latitude and longitude
  • Export report data to Excel

7 The power query editor

  • Fill data up and down
  • Split columns by delimiter
  • Add a conditional column
  • Merging columns

8 The M formula

  • Add formulas in the query editor
  • Add an IF formula
  • Exact match look-up
  • Closest match look-up

9 Pivot and unpivot tables

  • Pivot tables in the query editor
  • Pivot and append data
  • Pivot but don’t summarise
  • Unpivot tables
  • Append mismatched headers

10 Group data in power query

  • Group rows in a table

11 Introduction to calculated columns

  • Power BI measures
  • Add your first calculated column
  • The SWITCH function

12 Introduction to DAX Measures

  • The COUNTROWS measure
  • The DISINCTCOUNT measure
  • DAX rules
  • The CALCULATE function
  • Things of note about CALCULATE
  • The SUMX measure
  • Anatomy of SUMX
  • When to use X measures

13 Introduction to time intelligence

  • Standard v custom calendar
  • Calendar: a special look-up table
  • Mark a calendar as a date table
  • Time intelligence functions
  • The TOTALYTD measure
  • Changing year-end in TOTALYTD

14 Hierarchy, groups and formatting

  • Create a hierarchy to drill data
  • Compare data by group
  • Use bins to group numbers
  • Add conditional formatting

15 Share reports on the web

  • Publish to the BI online service
  • Upload reports from BI service
  • Get quick insights
  • What is Q&A?
  • Sharing your reports

16 The Power BI mobile app

  • Get Power BI for mobile
  • Use Power BI for mobile

17 Apply your learning

  • Take-away lesson