Course details

Duration: 1-day

Location: This course is run virtually online.

This introduction to Power BI Desktop provides a condensed yet balanced look at the data analysis process. It starts by showing you how to import and connect to data from different sources, including Excel, CSV files and the web.

It then focuses on the process of transforming and cleaning that data, plus appending and merging data tables together in the Query Editor. You will also learn how to run queries across tables by implementing table relationships in the Data Model.

Then we’ll look at outputting the resulting data sets in a range of visualisations to create interactive dashboard reports. The course finishes off with a look at the process of sharing those dashboards online.


An introduction to intermediate knowledge of Microsoft Excel is preferable.

Learning objectives

Getting Started

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

Getting Data

  • Connect to data sources
  • Connect to an Excel file
  • Connect to a CSV file
  • Connect to a web source

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
  • Pivoting table data
  • Pivot and append table data
  • Add a custom column
  • Append data to a table
  • Add an index column

Build a Data Model

  • Data model relationships
  • Manage table relationships

Merge Queries

  • Table join kinds
  • Merging tables

Create Report Visualisations

  • Create map visuals
  • Create chart visuals
  • Format map and chart visuals
  • Table, matrix and card visuals
  • Control number formats
  • Use slicers to filter reports
  • Visuals from the marketplace
  • Add conditional formats

Introduction to Calculated Columns

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

Introduction to DAX Measures

  • The COUNTROWS measure
  • The DISTINCTCOUNT measure
  • DAX rules
  • The CALCULATE measure
  • Anatomy of CALCULATE

Introduction to Time Intelligence

  • Standard vs. custom calendar
  • Time intelligence functions
  • The TOTALYTD measure

Publish and Share Reports Online

  • Publish reports online
  • How Power BI Service works
  • Share your report