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Microsoft Power BI Desktop

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 visualisations or dashboards within Power BI Desktop. Reports can then be published. This course covers the use of Power BI Desktop to connect to data, create visualisations, query the data and publish reports.

Target student

Anyone who needs to work with data in order to connect to, process, analyse in order to produce suitable output at all levels within an organisation.
It is assumed that attendees on the course are already working with data, are familiar with charts and PivotTable concepts. You will be either an Experienced IT or non-IT business user, perhaps with some query writing skills or a data analysis role

Please Note: This course does not cover Microsoft's Power BI accessed via Office 365 or SharePoint Services.

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Learning Objectives

Delegates will learn how to

  • Power BI Desktop concepts and main features
  • Data sources compatible with Power BI Desktop
  • Connecting to data with Power BI Desktop
  • Explore data visualisations
  • Apply common query tasks to shape data in Power BI Desktop
  • Create and publish reports

Pre-Requisites

  • Please note that this course is not suitable for new Excel or database users
  • An understanding of basic data concepts
  • Ability to create and format chart outputs
  • Be able to create formulas using standard aggregate functions
  • Attendance on Microsoft Excel 2013 Data Analysis and Power Tools part 1/part 2 or equivalent knowledge is a prerequisite for this course.

Course Content

Lesson 1: Getting Started with Power BI Desktop

  •   Power BI Concepts and Overview
  •   Introduction to Main Features  
    •     Imports
    •     Visualizations
    •     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
  •   Import and Enter Data
  •   Get Data and Query Editor  
    •     Introducing the Query Editor
    •     Using the Query Editor to Connect to Data
  •   Combining Data Sources as a Mash Up  
    •     Use Append Queries
    •     Merge Data Tables
  •   Working with Relationships in Data

Lesson 3: Data Visualizations

  •   Overview of Data Visualizations
  •   Tables and Matrix Views
  •   Applying Conditional Formats
  •   Charts  
    •     Types
    •     Options
  •   Interactive Slicers  
    •     Date Slicers – Dropdowns and Searches
    •     Number Slicers with Value Ranges
    •     Date Slicers with Relative Filters
  •   Drill Visualizations to See Underlying Data
  •   Create Reusable Field Hierarchies
  •   Record Grouping and Binning in Visualizations
  •   Analytics
  •   Forecast  
    •     Create Measures
    •     Create a KPI Visualization
  •   Drill Visualizations to See Underlying Data  
    •     See Records
    •     Date Hierarchies
  •   Quick Measures
  •   Q&A
  •   Clustering
  •   Creating Role Based Views (Optional)
  •   Data Categories, Geo-Data and Maps

Lesson 4: Querying and Shaping the Data

  •   Common Activities using Query Editor  
    •     Filters
    •     Using Delimiters
    •     Transforms
    •     Pivot and Group By
  •   Creating Custom Calculated Columns
  •   Add Columns by example
  •   Adding Conditional Columns
  •   Introduction to DAX Expressions
  •   Histograms

Lesson 5: Reports and Output Options

  •   Report Elements and Options  
    •     Working with Pages
    • Adding Graphics
    •     Visual and Filter Settings
  •   Bookmarks  
    •     Q&A Buttons and Return Report Pages
  •   Report Themes
  •   Export Power BI Data to CSV
  •   Create a Power BI Template

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Virtual Classroom

Virtual classrooms provide all the benefits of attending a classroom course without the need to arrange travel and accomodation. Please note that virtual courses are attended in real-time, commencing on a specified date.

Virtual Course Dates

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