Power BI – immersion

Power BI – immersion – overview

This immersive two-day Power BI course is our most popular Power BI programme as it goes beyond the basics and includes the use of Power BI Desktop, the online Power BI service and Power BI Mobile.

Full details below or download course outline.

Learning objectives

With Power BI, you get a report authoring tool that enables you to connect to and transform data from a variety of different sources. This allows you to produce a range of visualisations to create comprehensive reports. You can then share those reports with your team or whomever you like, simply by publishing them to Microsoft’s online Power BI service. And then you can make timely evidence-based decisions to help drive your business forward.

Who should attend?

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



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.

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
  • Power BI desktop views
  • Launch Power BI desktop

2 Getting data

  • Connect to data sources
  • Connect to an Excel file
  • Connect to a CSV file
  • Connect to a database, eg, SQL and Access
  • Connect to a web data source
  • Connect to a folder of files
  • Create a data table

3 Transform and append data

  • Clean data in the query editor
  • Filters, set data types, replace values
  • Count rows, data type detection
  • Insert a custom column
  • Append data to a query
  • Add an index column
  • Clean data

4 Build a data model

  • Data model relationships
  • Manage relationships
  • Turn off auto relationships

5 Merge queries

  • Table join kinds
  • The merge process

6 Create report visualisations

  • Create and arrange visualisations
  • Create and format chart visuals
  • Copy and paste the map visual
  • Tables: card, multi-row card, table and matrix
  • format chart visuals continued
  • Use slicers to filter data
  • Import a custom visual from the marketplace
  • Add page and report filters
  • Create map visualisations
  • UK latitude and longitude map
  • Export visual data to Excel

7 The power query editor

  • Fill data up and down
  • Split column by delimiter
  • Add conditional and custom columns
  • A simple column merge
  • Add a column from example

8 The M formula

  • Writing M formulas in power query
  • Write an IF formula
  • Nesting IF with AND and IF with OR
  • Exact match equivalent of VLOOKUP
  • Approximate match equivalent of VLOOKUP

9 Pivot and unpivot data

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

10 Group data in power query

  • Group rows in a table

11 Introduction to new column formulas

  • Two kinds of Power BI formulas
  • Add your first new column
  • The SWITCH function

12 Introduction to DAX measures

  • The COUNTROWS and DISINCTCOUNT functions
  • DAX rules
  • The CALCULATE function
  • Three things you should know about CALCULATE
  • The SUMX function
  • Anatomy of SUMX
  • When to use X-functions v aggregators

13 Introduction to time intelligence

  • ‘Standard calendar’ v ‘Custom calendar’
  • Calendar: a special lookup table
  • Mark a calendar as a date table
  • Time intelligence functions
  • The TOTALYTD function
  • Changing the year-end date of TOTALYTD

14 Hierarchy, grouping and conditional formatting

  • Create a hierarchy to ‘mine’ data
  • Compare data by grouping
  • Use bins to group numbers
  • Adding conditional formatting

15 Publish and share your report on the web

  • Publish to the online Power BI service
  • Get reports from the Power BI service
  • Get quick insights
  • What is Q&A?
  • Sharing your reports
  • Embed a report in SharePoint online

16 The Power BI mobile app

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

17 Apply your learning

  • Real world example