Course Overview

The 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.

Key Learning Areas

  • 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

Course Outline

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


No prior experience is presumed.