Power BI – quick start (intermediate)

Power BI – quick start (intermediate) – overview

This virtual classroom session goes beyond the basics and takes a balanced look at the main elements of Power BI Desktop: Query Editor, DAX measures, and reporting. It covers the authoring tools that enable you to transform data and create interactive visualisations.

Full details below or download course outline.

Learning objectives

This session will help you with the finer points of using Power BI, including:

  • Using the query editor
  • DAX measures
  • Time intelligence measures
  • Report visualisations
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 already a Power BI Desktop user. If not, we recommend attending the Power BI Introduction virtual course first.

Course format

A very practical, interactive three-hour virtual classroom 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 on a face-to-face basis.

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 – quick start (intermediate) – course outline

1 Connect to data

  • Connect to a database
  • Import v DirectQuery connection
  • Connect to a folder of files

2 Transform data in the Query Editor

  • Add a custom column
  • Pivot and append
  • Pivot but don’t summarise
  • Fix error issues
  • Maths operations
  • Exact match look-up
  • Approximate match look-up

3 Merge queries

  • Merging tables

4 Group data in the Query Editor

  • Group rows in a table

5 Calculated columns

  • SWITCH with nested TRUE function

6 DAX Measures

  • The CALCULATE measure
  • The SUMX measure
  • Anatomy of SUMX

7 Time intelligence measures

  • The TOTALYTD measure

8 Report visualisations

  • Managing visualisations
  • Advanced filters
  • Export data to Excel

9 Hierarchies

  • Create a hierarchy to drill reports