Importing and Shaping Data with Power BI

Course Facts

  • 2 day course
  • Our Trainers are Authorised Professionals
  • Live Online or Classroom-based
  • Certificate of completion
  • Maximum class size of 6 for scheduled courses
  • Unlimited support after your course
  • Courses at all levels: Introduction, Intermediate, Advanced and Masterclasses

Course Outline

  • Introduction To Power BI
  • Discovering & Loading Data with Power BI Desktop
  • Transforming Datasets
  • Data Cleansing
  • Data Mashup

Private One-to-One Training

One-to-one tuition tailored to your exact requirements. Your choice of duration, dates and content.

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Team Training and Bespoke Sessions

Booking a private training session allows you to focus on your exact needs on dates that work best for you or your team.

  • Sessions can be run online or in person, on your site or at our London training centre.
  • We manage training for many of the UK’s largest companies, taking care of all the admin, working with you to ensure the perfect course.
  • Our expert trainers will first understand your requirements and then tailor each session to your exact specification.
  • We offer a free consultation service to work out every detail of your course.

Prices for bespoke sessions with our expert trainers start at £525 + VAT.


This 2 day course focuses on the Data Cleansing and Preparation stage of Power BI development, and delves into the depths of the Query Editor and introduces you to the more advanced tools available to assist with preparing your data so that is fit to report on. It will also take you to the next level of data mashup and transformation with an introduction to M Script and R Script for more complex, out of the ordinary, transformation needs. It is a hands-on course with plenty of realistic labs and data challenges to prepare you for solving your own source data quality issues. The course is also the best preparation for our Advanced Tabular Modelling With Power BI course.

Course Outline

Introduction To Power BI

  • Microsoft Self-Service Business Intelligence
  • Importing data
  • Modelling Data
  • Creating Dashboards & Reports
  • Installing Power BI Desktop
  • Creating your First Power BI Project

Discovering & Loading Data with Power BI Desktop

  • Data Sources: Files, Databases, Azure, Web Pages, Other Sources
  • Refreshing Data & Queries

Transforming Datasets

  • Power BI Desktop Queries
  • Transforming Source Data: Cleansing, De-duplicating, Merging, Deriving new Columns, Removing Rows and Columns, Transposing Columns, Unpivoting Columns, Filtering Rows

Data Cleansing

  • Query editor context Menus
  • Data Typing Columns
  • Replacing Values
  • Filling Down
  • Using First Rows as Headers
  • Grouping Records

Data Mashup

  • Power BI Desktop View Ribbon
  • Duplicating Columns
  • Splitting Columns
  • Merging Columns
  • Creating Custom Columns
  • Adding Index Columns
  • Merging and Adding Data
  • Aggregating Data on Merging
  • Appending Data
  • Un-pivoting & Pivoting Data
  • Transposing Rows and Columns
  • Removing Error and Blank Rows
  • Duplicating Queries
  • Managing The Transformation Process with Applie Steps
  • Applying Changes to Queries

Creating a Data Model

  • Data Modelling in the Power BI Desktop Environment
  • The Power BI Desktop Data View
  • How We Decide Whether to make our changes in the Data Model or Query
  • The Modelling Ribbon
  • Manipulating Tables
  • Manipulating Columns
  • Data Types
  • Formatting
  • Categorising
  • Default Summarisation Function: Sum, Count, Max, Min, Average, etc
  • Column Sort Orders
  • Relationships
  • Data View and Relationship View

Extending the Data Model with Calculated Columns

  • Types of Calculations
  • New Columns
  • Naming Columns
  • String Expressions
  • Arithmetic Expressions
  • Calculating Across Tables
  • Refreshing Data
  • Using DAX Functions
  • Simple Logic: IF () Function

Adding Measures to the Data Model

  • Basic Aggregations in Measures: Sum, Count, Max, Min, Average, etc
  • Cross-Table Measures
  • Advanced Aggregations: CALCULATE
  • Filtering Data in Measures: Column Filters, ALL, ALLEXCEPT, ALLSELECTED, FILTER
  • Ranking

Analysiing Data Over Time

  • Simple Date Calculations
  • Date & Time Formatting
  • Calculating Age and Difference
  • Adding Time Intelligence to a Data Model
  • Date Tables
  • Data as a Ration Over Time
  • Comparisons With Previous Periods
  • Rolling Aggregations

Text-Based Visualisations

  • Power BI Desktop Dashboards
  • Switching to Report View
  • Creating Tables
  • Enhancing Tables: Totals, Formatting, Titles, Fonts, Colours, etc
  • Creating a Matrix
  • Row Matrix
  • Column Matrix
  • Creating Cards
  • Switching Between Table Types

Charts in Power BI Desktop

  • Creating Charts
  • Basic Chart Modification
  • Basic Chart Types: Line, Pie, Column, Bar
  • Enhancing Charts
  • Other Chart Types: Donut, Funnel, Stacked Column and Bar, Scatter, Bubble, Waterfall, Dual-Axis, Clustered
  • Drill Down

Other Types of Visuals

  • Maps
  • Bing Maps
  • Using Geographical Data Types
  • Enhancing Maps
  • Tree Maps
  • Guages
  • Additional Visuals: The Power BI Visuals Gallery

Filtering Data

  • Visual-Level Filters
  • Page Filters
  • Report Filters
  • Text Filters
  • Numeric Filters
  • Date Filters

Using Slicers

  • Adding Slicers
  • Applying Slicers
  • Formatting Slicers
  • Using Charts as Slicers
  • Cross Chart Highlighting
  • Charts as Filters

Enhancing Dashboards

  • Adding Text Boxes
  • Adding Hyperlinks
  • Adding Images
  • Adding Shapes
  • Layering Visuals

  • Publishing Reports to
  • Creating a Power BI Account
  • Interacting With Reports in
  • Creating Dashboards
  • Adding Tiles to Dashboards
  • Sharing Dashboards
  • App Dashboards
  • Creating New Reports in
  • Gateways
  • Ad-hoc and Scheduled Data Refresh

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