Introduction to Microsoft Power BI

Microsoft Power BI is the leading business intelligence and data visualization tool for transforming raw data into interactive dashboards and reports. In this 2-day, hands-on Power BI training course, you’ll learn to connect to data sources, clean and shape datasets, build custom visuals, and share insights securely across your organization. Gain the skills to create KPIs, analyze business performance, and make confident, data-driven decisions using Microsoft Power BI.

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Introduction to Microsoft Power BI

Course Overview

Microsoft Power BI is a leading business analytics tool that transforms raw data into interactive insights. In this hands-on class, you’ll learn how to connect, shape, and visualize your data with Power BI Desktop and PowerBI.com. From loading and transforming datasets to building dashboards and sharing reports, this course provides the essential skills needed to analyze and present data effectively.

By the end of the session, you’ll be able to create professional reports, design interactive dashboards and use data modeling and DAX functions to extend your analysis.

Key Takeaways

  • Get Started with Power BI: Navigate the interface, upload data, and create visuals such as charts, maps, and cards.
  • Work with Data: Connect to multiple sources, load, refresh, and transform datasets using the Query Editor.
  • Visualize Insights: Build tables, charts, and advanced visualizations; use drilldowns, slicers, and filters.
  • Shape & Clean Data: Modify data types, replace values, split/merge columns, and aggregate data.
  • Data Modeling: Create calculated columns, use DAX for measures, build relationships, and manage hierarchies.
  • Design Dashboards: Organize visuals, add shapes and text, export data, and create interactive dashboards.
  • Publish & Share: Publish reports to PowerBI.com, collaborate, and securely share dashboards with others.

Course Outline

Introduction to Power BI Desktop

  • Learn the BI interface
  • Navigate the BI window
  • Upload data
  • Create visuals
  • Column charts
  • Maps
  • Cards
  • Create and modify reports
  • Import data

Loading Data with Power BI Desktop

  • Understand data sources
  • Load data
  • Refresh data
  • Reuse recent data sources
  • Pin data sources
  • Understand connection security

Transforming Datasets

  • Work in the query editor
  • Understand applied steps
  • Dataset shaping
  • Rename
  • Reorder
  • Merge columns
  • Filter data
  • Text ranges
  • Numeric ranges
  • Date/time ranges

Text-Based Visualization

  • Create tables
  • Create metrics
  • Create cards
  • Create multi-row cards
  • Enhance visuals

Charts in Power BI

  • Create charts
  • Pie
  • Donut
  • Funnel
  • Waterfall
  • Customize chart attributes
  • Use drilldowns
  • Create Bing maps
  • Use geographic data
  • Use gauges

Filtering Data

  • Filter different data types
  • Work with advanced text filters
  • Understand visual levels
  • Remove filters

Using Slicers

  • Create slicers
  • Format slicers
  • Use charts as slicers

Cleansing Data

  • Change data types
  • Detect data types
  • Replace values
  • Fill down
  • Group records

Data Mashup

  • Duplicate columns
  • Split columns
  • Customize columns
  • Aggregate data
  • Append data
  • Change data structure
  • Modify/rename/delete steps
  • Manage queries

Extending the Data Model with Calculated Columns

  • Concatenate columns
  • Build calculations across tables
  • Work with If and nested If statements
  • Understand and utilize DAX
  • Work with measures

Enhancing your Dashboard

  • Add textboxes
  • Modify page background
  • Add shapes
  • Organize visuals on the page
  • Export data from a visualization

Creating a Data Model

  • Format data fields
  • Apply a default summarization
  • Add hierarchies
  • Build relationships between tables
  • Deactivate relationships
  • Examine relationship options

PowerBI.com

  • Publish reports
  • Interact with reports
  • Create dashboards
  • Share dashboards
  • Create new reports