Power BI – intermediate

Power BI – intermediate (1 day) – overview

This programme is designed to give you a balanced look at the four main components that make up Power BI Desktop: Report view, Data view, Relationships view, and the Query Editor.

It take you through the tools that enable you to transform data, allowing you to produce detailed reports through a range of visualisations.

Full details below or download course outline.

Learning objectives

The programme is designed to give you a practical understanding of the complete Power BI cycle which 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.


Our assumption is that you are a Power BI user and know some things before attending this programme, eg, you know how to connect to data sources, and once you have, you know how to add and remove columns, and change data types etc.

Course format

A very practical, interactive one-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 is also delivered virtually.

Expert trainer

Alan is a highly experienced and very popular IT skills trainer and a specialist in Power BI. 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 – intermediate (1 day) – course outline

1 Set up the data model

  • Get data for your model
  • Connect to a folder of files
  • Check relationships

2 Transform data in the query editor

  • Add a custom column
  • Append data to a query
  • Add an index column
  • Fix error issues
  • Maths operations
  • Merge tables
  • Add a conditional column
  • Merge columns

3 The M formula

  • Add an IF formula
  • Exact match look-up
  • Closest match look-up

4 Pivot and unpivot tables

  • Pivot and append tables
  • Pivot but don’t summarise
  • Unpivot tables
  • Group rows in a table
  • Append mismatched headers

5 Create report visualisations

  • How to use a report theme
  • Customised tool tips
  • Drill into hierarchies
  • Compare data by group
  • Add conditional formatting
  • Advanced filtering
  • Exporting data to Excel

6 Calculated columns

  • Adding a calculated column
  • SWITCH with nested TRUE

7 The CALCULATE measure

  • Use CALCULATE as a filter
  • Advanced filtering
  • Anatomy of CALCULATE
  • Add filter context with FILTER

8 Iterators and row context

  • Iterator X measure SUMX
  • Anatomy of Iterators and row context
  • A closer look at SUMX
  • Create a RANKX

9 Date and time functions

  • Date and time functions
  • Create a DATEDIFF function
  • The EOMONTH function

 10 Time intelligence measures

  • Time intelligence measures
  • The TOTALYTD measure
  • Create a DATEADD measure
  • Share reports on the web
  • Sharing reports
  • Get quick insights
  • What is Q&A?