Overview
Power BI Desktop is part of the suite of tools from Microsoft which enable data to be analysed and published from a variety of sources.
With Power BI Desktop, you get a report authoring tool that enables you to connect to and query data from different sources using the Query Editor. From the datasets you build with Query Editor you can create reports and add visuals within Power BI Desktop. Reports can then be published.
This course covers the use of Power BI Desktop to connect to data, query the data, add visuals and prepare to publish a report.
Please Note: This course does not cover the use of Power BI in the Power BI Service.
Target audience
Anyone who is familiar with Microsoft Office applications and who needs to work with data to be able to connect, process and analyse the data to produce suitable output at all levels within an organisation.
It is assumed that attendees on the course are already familiar with charts and PivotTable concepts.
Prerequisites
Please note that this course is not suitable for new Excel or database users
- An understanding of basic data concepts
- Ability to create, format chart outputs
- Be able to create formulas using standard aggregate functions
- Able to apply data processing techniques such as filtering and pivot creation
Learning Outcomes
- Power BI Desktop Concepts and Main Features
- Data Sources compatible with Power BI Desktop
- Connecting to Data with Power BI Desktop
- Apply Common Query Tasks to Shape Data in Power BI Desktop
- Explore Data Visuals
- Work with Report formats and elements
Course Outline
Lesson 1: Getting Started with Power BI Desktop
- Power BI Concepts and Overview
- Introduction to Main Features
- Imports
- Visuals
- Filters and Queries
- Reports
Lesson 2: Connecting to Data Sources with Power BI Desktop
- Data Sources Power BI Desktop will connect to
- Data Types and Properties in Power BI Desktop
- Enter Data
- Get Data and Query Editor
- Introducing the Query Editor
- Using the Query Editor to Connect to Data
- Combining Data Sources
- Use Append Queries
- Merge Data Tables
- Working with Relationships in Data
Lesson 3: Querying and Shaping the Data
- Activities using Query Editor
- Filters
- Clean, Trim, Format and Replace
- Split Column or Extract Using Delimiters
- Column from Example
- UnPivot
- Creating Custom Calculated Columns
- Adding Conditional Columns
- Introduction to DAX Expressions and Formula
Lesson 4: Data Visuals
- Overview of Data Visuals
- Tables and Matrix Views
- Applying Conditional Formats
- Charts
- Types
- Options
- Analytics Lines in Visuals
- Forecast
- Create Measures
- Create a KPI Visual
- Interactive Slicers
- Slicers – dropdowns and searches
- Number Slicers with value ranges
- Date Slicers with Relative filters
- Drill Visuals to see underlying data
- Create Reusable Field Hierarchies
- Drill Visuals to see underlying Data
- Visual Table and Data Point Table
- Date Hierarchies
- Data Groups and Binning in Visuals
- Q&A
- Decomposition Tree
- Data Categories, Geo-Data and Maps
Lesson 5: Reports and Output Options
- Report Elements and Options
- Working with Pages
- Visual and Filter Settings
- Report Themes
- Edit Interactions
- Bookmarks
Power BI course selector infographic
| Course code | Course title |
| QAPBIRDB | Microsoft Power BI Reports and Dashboards for Business Users |
| QAPBIDE | Microsoft Power BI Desktop Essentials |
| QAPBISERV | Power BI Service |
| QAPBIDT3 | Power BI Desktop for Business Users |
| QAPBIDESK | Power BI Desktop for Technical Users |
| QAPBIDAX | Using DAX in Power BI |
| MDA100 | Analyzing Data with Microsoft Power BI |
Data for Business Users learning paths
= Required
= Certification
Microsoft Power BI for Business Users learning paths
= Required
= Certification
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