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
Prerequisites
No prior experience is presumed.