Power BI – quick start (introduction)

Power BI – quick start (introduction) – overview

This virtual classroom session gives you enough to get you started on data analysis with the Power BI Desktop.

Starting with importing tables from Excel, it focuses on transforming and cleaning the data in the Query Editor.

The session finishes with outputting the resulting data sets in visualisations to create an interactive dashboard.

Full details below or download course outline.

Learning objectives

This session will help you get to grips with the basics of using Power BI:

  • Importing data
  • Transforming data
  • Cleaning data
  • Reporting data
  • Creating an interactive dashboard
Who should attend?

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


Some experience of using Microsoft Excel is preferable.

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 (introduction) – course outline

1 Getting started

  • Launch Power BI Desktop
  • The four views of Power BI
  • The report canvas

2 Connect to data

  • Connect to and Excel file
  • Connect to a web source

3 Transform data in the Query Editor

  • Remove rows by filter
  • Replace values
  • Field data types
  • Fill data up and down
  • Split column by delimiter

4 Introduction to DAX measures

  • Create a SUM measure
  • The COUNTROWS measure
  • The DISTINCTCOUNT measure
  • DAX rules

5 Report visualisations

  • Create and format maps
  • Create and format charts
  • Table and card visuals
  • Control number formats
  • Use slicers to filter reports

6 Conditional formatting

  • Add conditional formats