Power BI – introduction (1 day)

Power BI – introduction – overview

This introduction to Power BI Desktop provides a condensed yet balanced look at the data analysis process. It starts by showing you how to import and connect to data from different sources, including Excel, CSV files and the web. It then focuses on the process of shaping and cleaning data, plus appending tables in the Query Editor.

The course ends with a look at the Power BI online service, publishing reports so we can easily share them with others.

Full details below or download course outline.

Learning objectives

You will learn how table relationships work in the Data Model, the very foundation of Power BI. Writing DAX formulas is also included in this course, allowing you to create more dynamic visuals. You will learn how to create interactive dashboards using both the built-in visuals and the online custom visuals.

Who should attend?

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

Pre-requisites

Some knowledge of Microsoft Excel is preferable.

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 also be delivered virtually.

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 analysis process
  • Launch Power BI Desktop
  • The four views of Power BI
  • Inserting Dashboard visuals

2 Importing files

  • The process of importing files
  • Importing an Excel file
  • Importing a CSV file
  • Managing file connections

3 Transform data in the query editor

  • The process of cleaning data
  • Controlling the applied steps
  • Removing rows by filtering
  • The data types
  • Replacing values
  • Filling gaps in data
  • Pivoting tables
  • Add a custom column
  • Appending rows to a table

4 Building a data model

  • Relating tables in a data model
  • Managing table relationships

5 Create report visuals

  • Things to keep in mind
  • Creating map visuals
  • Creating chart visuals
  • Formatting visuals
  • Table, matrix, and card visuals
  • Controlling column formats
  • Filter visuals with slicers
  • Custom online visualisations
  • Enhance visuals with conditional formatting

6 Adding new columns with DAX

  • Two kinds of DAX formulas
  • Add your first new column

7 Introduction to DAX measures

  • The COUNTROWS function
  • The DISINCTCOUNT function
  • The DIVIDE function
  • DAX rules
  • The CALCULATE function
  • Anatomy of CALCULATE

8 Introduction to time intelligence

  • Importance of a calendar
  • Time intelligence measures
  • The TOTALYTD function
  • Changing a TOTALYTD date end

9 Create a hierarchy to drill data

  • Create layers in charts to view further details

10 Include conditional formats

  • Use data bars to improve visuals

11 Sharing reports online

  • Publish reports online
  • Pinning visuals to the dashboard
  • Sharing reports