Course details

Duration: 1-day

Location: This course is run virtually online or face-to-face onsite.

This introduction to Power BI Desktop course 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 websites. It then focuses on the process of cleaning and shaping data.

A comprehensive part of this course looks at the creation of visualisations, including charts, maps, tables and matrixes. And how to arrange those on a page to build dynamic interactive end user dashboards. It also looks at publishing and sharing reports online.

You will also learn how table relationships work in a Data Model, the basis of a Power BI report. And write DAX (Data Analysis Expressions) formulas to enhance visualisations.

Prerequisite

An intermediate understanding of Microsoft Excel is preferable.

Learning objectives

Lesson 1. Getting Started

  • Opening Power BI Desktop
  • The Power BI ecosystem
  • The four views of Power BI
  • Visualisations at a glance

Lesson 2. Importing Files

  • The process of importing files
  • Importing an Excel file
  • Importing a CSV file
  • Importing from a webpage
  • Managing file connections

Lesson 3. Cleaning and Shaping Data

  • The process of cleaning data
  • Understanding applied steps
  • Managing data types
  • Filtering and filling data

Lesson 4. Inserting Dashboard Visuals

  • Things to keep in mind
  • Inserting maps
  • Formatting maps
  • Inserting charts
  • Formatting charts
  • Inserting a table and matrix
  • Inserting cards for KPIs
  • Controlling number formats
  • Highlighting key points
  • Filtering reports with slicers

Lesson 5. Publish and Share Reports

  • Publishing reports online
  • The Power BI service environment
  • Pinning visuals to a dashboard
  • Sharing dashboards

Lesson 6. The Data Model

  • Table relationships
  • Relationship properties

Lesson 7. Creating DAX New Columns

  • DAX new columns vs. DAX measures
  • Adding a DAX new column

Lesson 8. Introduction to DAX Measures

  • The SUM measure
  • Adding measures to visuals
  • The COUNTROWS measure
  • The DISTINCTCOUNT measure
  • DAX rules
  • The CALCULATE measure

Lesson 9. Introduction to Time Intelligence

  • Importance of a calendar table
  • Time intelligence functions
  • The TOTALYTD measure
  • View time intelligence in charts