Power BI Report Builder Training Overview
Power BI Report Builder is the latest incarnation of Microsoft’s easy-to-use tool for IT professionals and power users who want to build paginated reports using the Power BI service. Attendees learn how to create paginated reports to display complex tables or matrices that can be printed or exported to tools such as Excel.
Location and Pricing
Accelebrate offers instructor-led enterprise training for groups of 3 or more online or at your site. Most Accelebrate classes can be flexibly scheduled for your group, including delivery in half-day segments across a week or set of weeks. To receive a customized proposal and price quote for private corporate training on-site or online, please contact us.
In addition, we offer some courses as live, instructor-led online classes for individuals.
Objectives
- Understand and use data sources and datasets
- Create and format reports
- Add images and document maps to reports
- Work with groups to summarize data
- Use parameters to add flexibility to reports
- Create complex reports featuring nesting and drill-through capabilities
- Incorporate custom expressions into reports
Prerequisites
All students must have general knowledge of database concepts, including tables and fields, and be comfortable working in Microsoft Office. Prior Excel experience is helpful but not required.
Outline
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Power BI Overview
- What is Power BI?
- What is Power BI Report Builder?
- Power BI Desktop Reports vs. Paginated Reports
- Accessing a Paginated Report in the Power BI Service
Data Sources and Datasets
- What is a Data Source?
- Shared vs. Embedded Data Sources
- What is a Dataset?
- Creating Datasets
Creating New Reports
- Using the Report Wizards
- Starting from the Blank Report Template
- What is Tablix?
- Creating a Tabular Report
- Creating a List Report
- What is a Matrix?
Formatting Reports
- Working with Text Boxes
- Rich Text Formatting
- Managing Text Boxes
- Drawing Lines and Boxes
- Images
- Page Headers and Footers
- Adding a document map
- Rendering Reports
Summarizing and Sorting
- Creating Groups
- Adding Totals and Aggregations
- Parent/Child vs. Adjacent Groupings
- Tablix Properties and Grouping Data
Add Flexibility with Parameters
- Adding Parameters to a Report
- Report Parameters vs. Query Parameters
- Working with Cascading Parameters
- Manage Report Parameter Properties
- Use Parameters with SQL Queries and Stored Procedures
- Sort Based on a Parameter Setting
- Filtered Reports
Enhanced Report Items
- Nesting Data Regions
- Subreports and Drillthrough Reports
- Working with Drillthrough Reports
Custom Expressions
- Understanding Expressions
- Defining Expressions
- Working with Report Variables
- Understanding Lookup, LookupSet, and Multilookup Functions
- Expression Samples
Optional: Graphs, Charts, and More
- Charts
- Gauges
- Add a Map to a Report
- Data Bar, Indicator, and Sparkline Report Items
- Comparison with Power BI Desktop
Conclusion
Training Materials
All attendees receive a comprehensive Power BI Report Builder course workbook.
Software Requirements
- Microsoft 365, especially Excel (or on-premise Excel 2019 or later)
- Power BI Report Builder
- Modern web browser such as Chrome or Microsoft Edge
