Power BI Desktop Training Overview
This live, private, Power BI Desktop for Report Writers training teaches attendees how to clean and present their data as powerful visualizations and reports. Over 80% of the class is hands-on, with attendees learning by doing.
Location and Pricing
This course is taught as a private course in-person or online for teams of 3 or more. To receive a quote for online corporate training, please contact us.
In addition, we offer some courses as live, instructor-led online classes for individuals.
Objectives
- Understand Power BI as an interactive visualization tool
- Connect to a variety of Data Sources
- Transform and Shape the Data
- Create M Code Formulas
- Understand relationships between Data Sets
- Create Measures using DAX
- Create Interactive Visuals that tell a Story
- Share Reports Using Power BI Service
- Create Dashboards in Power BI Service
- Use Quick Insights and Q&A for data
- Leverage Power BI Tips and Tricks
Prerequisites
No prior experience is presumed.
Outline
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Introduction to Power BI
- Power BI Desktop
- Power BI Service
- Power BI Mobile Apps
- Power BI Report Server
Introduction to Power BI Desktop
- What is Power BI?
- What is Power BI Desktop?
- Introduction to Power BI Desktop Application
Introduction to Power Query and the Data Button
- Connecting to Data
- Transforming the Data
- Creating Simple Calculations using M Code
- Loading the Data
- Refreshing the Data
Introduction to Power Pivot using the Model Button
- Creating Relationships
- Modifying Relationships
Introduction to Power View using the Report Button
- Creating Measures using DAX
- Creating Visuals
Publishing and Sharing Your Reports
- Publishing Reports to Power BI Service
- Sharing Reports in Power BI Service
Using Power BI Desktop
- Using Power BI Desktop Startup Screen
- Setting Power BI Desktop Options
Using Power Query to Shape Data
- Creating Duplicate and Reference Queries
- Unpivoting Data
- Appending & Merging Data
- Combining Files from Folder
- Grouping Data
- Creating More Calculations using M Code
- Using Advanced Editor
- Using PBI Queries in Excel
Using Power Pivot to Model Data
- Creating Relationships Manually
- Using Cardinality, Cross Filter, and Referential Integrity Settings
Using Power View to Create Visualizations
- Creating Advanced Measures using DAX
- Using Q&A to create Visuals
- Applying Filters to Visuals
- Creating Bookmarks
- Creating Multiple Pages
Using Power BI Service
- Publishing to Power PI Service, Team Sites, PBI Report Server
- Creating Dashboards
Power BI Desktop Advanced Features
- Editing existing Power BI Reports
- Updating the Data Sources
- Setting up Quick Access Toolbar in Power Query
- Using Top 10 Buttons
Accessing and Preparing Data that Tells the Story
- Extracting the Data from Various Sources that tells the Story
- Transforming the Data Quickly and Efficiently
Data Modeling and Relationships
- Managing Relationships
- Handling Many-to-Many Relationships
Preparing the Report Pages
- Naming Pages
- Setting Page Information
- Using Background Images for Consistency
Data Visualization and Reporting
- Creating Visuals that Explore the Data
- Creating Top N Filters and Groups
- Adding Data Hierarchy to Drill Down on the Data
- Creating Measures using DAX
- Creating and Customizing Slicers
- Adding Conditional Formatting
- Adding pictures to slicers
- Inserting Buttons
- Adding Bookmarks
- Using Themes
- Adding Report Titles, Logos, and Images
- Adding Custom Visuals
- Creating Multiple Pages
Publishing and Sharing Your Reports
- Publishing Reports
- Using Power BI Service to Build a Dashboard
- Using Q & A
Conclusion
Training Materials
All attendees receive a Power BI quick reference guide.
Software Requirements
- The current version of Power BI Desktop installed
- Attendees will not need to install any other software on their computer for this class. The class will be conducted in a remote environment that Accelebrate will provide.
