Power BI Introduction | Training Course

Course Facts

3 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
Creating a Data Model
Extending the Data Model with Calculated Columns
Adding Measures to the Data Model

FULL OUTLINE

We can tailor this course to you

If you have specific requirements, talk to us about customising this course to meet your exact needs.

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We offer Power BI Introduction as a private course, which means the course content can be fully customised to your exact learning requirements and run on your preferred dates.

Microsoft Power BI 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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Microsoft Power BI Team Training for Companies

Group bookings provide you with the most cost-effective way to train your team.

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Power BI Introduction — 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 £595 + VAT, depending on the course and number of people.
Costs include all preparation time to customise the course to your exact requirements.

Overview of Power BI Introduction

This course is aimed at anyone involved with designing, creating and publishing a Power BI Business Intelligence solution. It will provide you with the foundational Power BI training that you need to build powerful power BI reports and business Insights. The course covers the loading and transforming of source data, the building of a tabular data model that provides a collection of related tables of data offering common hierarchies and measures used in the day to day analytics of business data and performance. It also shows you how to create reports, to publish datasets and reports to PowerBI.com, create sashboards presenting key visualisations for business insights, and the sharing of dashboards and reports to those that need them. Power BI employs the functionality of Power Query, Power Pivot and Power View behind the scenes, making it familiar to those who have used Excel's equivalent add-ins. This course is also suitable for those who intend to use the individual components as Excel Add Ins. This course is also a suitable prelude to our Introduction to DAX course, but you may wish to consider some follow on workshops working with your own data and considering how your new Power BI skills can be applied in your own challenging environments.

Course Outline for the Power BI Introduction Training Course

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
Time Intelligence DAX Functions: TOTALMTD, TOTALQTD, TOTALYTD, PREVIOUSQUARTER, PREVIOUSMONTH, PREVIOUSYEAR, PARALLELPERIOD, DATEADD, DATEDIFF, DATESBETWEEN
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