Power BI – reports and dashboards

Power BI – reports and dashboards – overview

Power BI is a powerful data analytics and visualisation tool that can help you monitor data, analyse trends, and make decisions. This programme is designed to give you a solid understanding of the front-end of Power BI Desktop, the reports. This is where users can interact with visualisations that communicate trends in their data.

This programme focuses entirely on designing and customising visualisations, including charts, maps, and tables, making it easy to manage and interact with a dashboard model. We also demonstrate how to share your reports online with Power BI Service, pinning your reports to dashboards and sharing them with your colleagues.

You will also learn how to work with data from open-source websites, create visuals such as heatmaps and sparklines, and compare multiple variables with trendlines.

Full details below or download course outline.

Learning objectives

This one-day programme focuses entirely on creating interactive reports and dashboards, by using the many visualisation tools available in Power BI.

You will learn to build dynamic, user-friendly interfaces in both Power BI Desktop and Power BI Service.

Who should attend?

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

Pre-requisites

Our assumption is you have a reasonable knowledge of Microsoft Excel, with the ability to create pivot tables and charts.

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 be delivered virtually or in the classroom, as you prefer.

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.’
‘Very knowledgeable would love to have him again if there is another course – thank you.’

Power BI – reports and dashboards – course outline

1 Introduction

  • Power BI ecosystem
  • Things to keep in mind
  • Selecting dashboard colours properly
  • Importing visuals into Power BI
  • Data sources for your analysis
  • Data queries
  • Joining tables in Power BI

2 Working with data

  • Using a report theme
  • Table visuals
  • Matrix visuals
  • Drilling into hierarchies
  • Applying static filters
  • Creating lists
  • Creating bins
  • Using DAX in Power BI dashboards
  • Using Quick Measures in Power BI dashboards
  • Challenge: Designing your dashboard
  • Solution: Designing your dashboard

3 Creating visuals

  • Heatmaps in Power BI
  • Visualising time-intelligence trends
  • Ranking categorical totals
  • Comparing proportions
  • Creating sparklines to quickly view trends
  • Setting up histograms
  • Challenge: Develop the table visuals solution
  • Solution: Develop the table visuals solution

4 Comparing multiple variables

  • Examining key performance indicators (KPIs)
  • Visualising trendlines as KPIs
  • Forecasting with trendlines
  • Leveraging violin plots to quickly analyse a dataset
  • Visualising flows with Sankey diagrams
  • Creating a scatter plot
  • Challenge: Adding KPI metrics
  • Solution: Adding KPI metrics

5 Mapping options

  • Obtaining shapefile
  • Setting up custom shapefile mapping
  • Mapping with ArcGIS or ESRI
  • Configuring Mapbox layers to provide more detailed views
  • Mapping flow patterns
  • Challenge: Mapping visuals
  • Solution: Mapping visuals

6 Creating dashboards

  • High-level dashboard
  • Growth rates dashboard
  • Local dashboard
  • Migration analysis dashboard
  • Adding slicers for filtering
  • Adding nudge prompts to promote interactions
  • Searching the dashboard with a slicer
  • Creating dynamic labels
  • Highlighting key points on the dashboard
  • Customise tooltips to add visualisations without taking up space
  • Syncing slicers to filter pages
  • Configuring chiclet slicers
  • Showing the ‘top N’ rankings
  • Challenge: Combined dashboard view
  • Solution: Combined dashboard view

7 Sharing dashboards

  • Setting up and formatting phone views
  • Exporting data
  • Creating templates
  • Creating PDF files
  • Uploading to the cloud
  • Conclusion
  • What can you do now?
  • Data dashboards in Power BI
  • Using DAX in Power BI dashboards