Power BI – introduction

Power BI – introduction – overview

Microsoft Power BI is a very powerful data visualisation and business analytics tool. Powerful, yet user-friendly. With a little training, you can now create your own reports and dashboards to support better management and decision-making. How ‘little’ training? This one-day introduction will set you on your way.

The programme gives you a condensed yet balanced overview of the complete data analysis process, starting with how to import and connect to data from a variety of different sources, including Excel files, CSV files and the web.

It then focuses on the process of transforming and cleaning that data and appending and merging data tables together. You will learn how to run queries across tables by implementing table relationships known as the data model.

Finally, we look at outputting the resulting data sets in a range of visualisations to create detailed reports and sharing those reports online.

Full details below or download course outline.

Learning objectives

This session will help you get to grips with the four key aspects of using Power BI:

  • Data discovery – connect to various data sources
  • Data transformation – shape tables connected by relationships
  • Data visualisation – work with different types of table and chart visuals
  • Distribution of reports – share with others

It shows you how to import and connect to data from a variety of different sources, including Excel, CSV/text files, databases and the web. It focuses on the process of transforming and cleaning data, and appending and merging data tables together. You will learn how to run queries across tables by implementing table relationships (data modelling) and then output the resulting data sets in a range of visuals for detailed reporting. At the end of the day we take a brief look at sharing published reports online.

Who should attend?

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

Pre-requisites

A basic to intermediate knowledge of Microsoft Excel is preferable.

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 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.’
‘Very personable, relatable, patient and able to present complicated processes in an understandable way.’
‘Very knowledgeable. Would love to have him again if there is another course – thank you.’

Power BI – immersion – course outline

1 Getting started

  • The Power BI process
  • Launch 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 web source

3 Transform data in the query editor

  • Clean data in the query editor
  • Remove rows by filter
  • Replace values
  • Field data types
  • Fill data up and down
  • Split column by delimiter
  • Add a conditional column
  • Add a custom column
  • Pivoting table data
  • Pivot and append data
  • Insert a custom column
  • Append data to a table
  • Add an index column

4 Build a data model

  • Relate tables in a data model
  • Manage table relationships

5 Merge queries

  • Table join kinds
  • Table 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
  • Control number formats
  • Use slicers to filter reports
  • The marketplace visuals
  • Export report data to Excel

7 Introduction to calculated column

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

8 Introduction to DAX measures

  • The COUNTROWS measure
  • The DISINCTCOUNT measure
  • DAX rules
  • The CALCULATE function
  • Things about CALCULATE

9 Introduction to time intelligence

  • Standard v custom calendar
  • Calendar: a special look-up table
  • Time intelligence functions
  • The TOTALYTD function

10 Hierarchy and conditional formats

  • Create a hierarchy to drill data
  • Add conditional formatting

11 Share your report online

  • Publish to the BI online service
  • Get quick insights
  • What is Q&A?
  • Share your report