PBI Service Training Overview
The Microsoft Power BI Service is a cloud-based platform for building data-driven reports, creating dashboards, and analyzing data without installing the Power BI Desktop application locally. This Power BI Service training course teaches attendees how to use the Power BI Service to create reports, share them, and manage the workspaces for optimal team collaboration.
Location and Pricing
This course is taught as a private, live online class for teams of 3 or more. All our courses are hands-on, instructor-led, and tailored to fit your group’s goals and needs. 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 online corporate training, please contact us.
In addition, some courses are available as live, instructor-led training from one of our partners.
Objectives
- Understand the differences between Power BI Desktop and Service
- Work with reports and dashboards
- Use My Workspace
- Collaborate using Workspaces
Prerequisites
No prior experience is presumed.
Outline
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Power BI Overview
- Power BI Collection
- Power BI Licenses
- Power BI Roles
- Power BI Data Sets vs Data Flows
Power BI Service Overview
- What is Power BI Service?
- Differences between Power BI Desktop and Service
- Sharing and Collaborating in Power BI Service
- Logging in to Power BI Service
- Power BI Service Settings and Notifications
- Introduction to Power BI Service Main Screen
Working with Reports
- Uploading PBI Reports
- Working with Reports
- Using Bookmarks, Filters, and Comments
- Sharing Reports
- Getting Insights and KPI Analysis (only available with Premium (PPU))
- Creating & Editing Reports
- Viewing Usage Metrics
- Viewing and Sharing Datasets
Working with Dashboards
- Creating Dashboards
- Working with Dashboards
Using My Workspace
- Creating New Content
- Using Views and Filters
- Using More Options
- Creating Paginated Reports (only available if installed PBI Report Builder)
- Managing Permissions
Using Workspaces for Collaboration
- Creating a Workspace (only available with PBI Pro)
- Working in a Workspace
- Creating within the Workspace
- Creating a Pipeline (only available when using Premium Capacity)
- Using Workspace Settings
- Managing Workspace Access
Conclusion
Training Materials
All Power BI service training students receive comprehensive courseware.
Software Requirements
- A recent version of Windows (Windows 10 recommended), with at least 8 GB of RAM
- Microsoft Office installed (especially Excel)
- A Power BI Service login (app.powerbi.com)
