Course details

Duration: Two-days

Location: This course is run remotely online.

This course starts with the basics then moves seamlessly to an intermediate level. It includes a comprehensive yet balanced look at the four main components that make up Power BI Desktop: Report view, Data view, Model view, and the Power Query Editor. It also demonstrates how to use the online Power BI service.

It looks at authoring tools that enables you to connect to and transform data from a variety of sources, allowing you to produce detailed reports through a comprehensive set of visualisations in dynamic dashboards. Once you have those reports, it looks at the seamless process of sharing those with your colleagues, inside or outside your organisation, by publishing to Power BI service.

The aim of this course is to provide a more complete understanding of the Power BI analysis process, by working with real-world examples that will equip you with the necessary skills to start applying your knowledge straight away.


Some knowledge of Microsoft Excel is preferable before attending this course.

Learning objectives

Lesson 1. Getting Started

  • The Power BI environment
  • Launching Power BI Desktop
  • The four views of Power BI
  • Dashboard visuals

Lesson 2. Connecting to Files

  • Connect to data sources
  • Connect to an Excel file
  • Connect to a CSV file
  • Connect to an SQL server database
  • Import vs. Direct Query
  • Connect to an Access database
  • Connect to a web source
  • Connect to a folder of files
  • Managing file connections

Lesson 3. Transforming Tables

  • Cleaning our data
  • Column data types
  • Remove rows with filters
  • Add a custom column
  • Appending tables together
  • Add an index column
  • Fixing error issues
  • Basic math operations

Lesson 4. A Look at the Data Model

  • Table relationships
  • Relationship properties

Lesson 5. Merging Queries

  • Table join kinds
  • Merging tables

Lesson 6. Creating Report Visuals

  • Create map visuals
  • Map visual controls
  • Create chart visuals
  • Formatting charts
  • Utilizing report themes
  • Table, matrix and card visuals
  • Controlling number formats
  • Filter reports with slicers
  • Sync slicers across pages
  • Import online visuals
  • Export report data to Excel

Lesson 7. The Power Query Editor

  • Fill data up and down
  • Split columns by delimiter
  • Add a conditional column
  • More custom columns
  • Merging columns

Lesson 8. The M Functions

  • Create an M function
  • Create an IF function
  • Nesting IF and AND functions together
  • Create a query group

Lesson 9. Pivoting Tables

  • Pivot a table
  • Pivot and append tables
  • Pivot but don’t summarise
  • Unpivot tables
  • Append mismatched headers

Lesson 10. Group Data

  • Group table columns

Lesson 11. Data Modelling Revisited

  • Data Model relationships
  • Mark a calendar as a date table

Lesson 12. What is DAX?

  • Calculated columns and measures
  • Creating a new calculated column
  • The SWITCH function

Lesson 13. Writing DAX Measures

  • Create a SUM
  • Create a DIVIDE
  • Create a COUNTROWS
  • DAX measure rules

Lesson 14. The CALCULATE Measure

  • The Syntax of CALCULATE
  • Create a CALCULATE
  • Things of note about CALCULATE

Lesson 15. The SUMX Measure

  • The X iterator functions
  • Anatomy of SUMX
  • Create a SUMX
  • When to use “X” functions

Lesson 16. Time Intelligence Defined

  • Importance of a calendar table
  • Time intelligence functions
  • Create a TOTALYTD
  • Change year end in TOTALYTD

Lesson 17. Enhanced Report Visuals

  • Create a hierarchy to drill data
  • Compare data by group
  • Add conditional formatting

Lesson 18. Publish and Share Reports

  • Publish to the online Power BI service
  • Upload reports from BI service
  • Get quick insights
  • What is Q&A
  • Pin visuals to a dashboard
  • Sharing dashboards
  • Export reports to a PDF

Lesson 19. The Power BI Mobile App

  • Install Power BI for mobile
  • Using Power BI mobile