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Introduction to Power BI

This Introduction level course will give you all the skills you need to jump-start your Power BI journey. It discusses in depth the industry-recognized steps from raw data to detailed analysis via five main stages:

  • Loading the data
  • Transformation of the data
  • Creating a comprehensive Data Model and extending the Data model with DAX
  • Visualising the data in Power BI Desktop
  • Sharing and Collaboration with the Power BI Service or Power BI Server

Throughout the course you will access data from a wide range of data sources and create Reports using the in-built visuals. You will also be shown how to format those visuals for maximum effect and how to import custom visuals to extend your reporting capability. You will gain an introduction to the M and DAX languages and then publish your masterpiece to a workspace in the Power BI Service creating Dashboards, sharing Reports and Dashboards with colleagues, concluding with scheduling a data refresh.

Key Features of this Introduction to Power BI Training:

  • After-course instructor coaching benefit
  • Hands-on labs included
  • After-course computing sandbox included
  • End-of-course exam included

What is Power BI?

Power BI is a desktop application that you can download from Microsoft. Power BI enables you to connect to your data sources, visualise the data and publish your results to either the Power BI Server or the online Software as a Service (SaaS) called Power BI Service. There are also Power BI mobile apps for iOS and Android devices.

What can I do with Power BI?

Power BI can extract data from multiple data sources, such as a database, data warehouse, excel, text files and many, many others. The different sources of data can be combined in a Data Model and consumed as though it is a single data source. You can create visualisations and reports on the data and save it to the Power BI Service where you can create Dashboards from the reports. These dashboards can then be shared with others. The Power BI Service can also keep your data up to date automatically.

Do I need a Power BI licence to attend the course?

No, all software and licences are supplied as part of the Training Course which also means you are not affecting your Organisations Power BI Infrastructure. All Reports and Dashboards will be created in the Training System which is an implementation of a live system. The Power BI licence is available to you for a period after the course has finished.

Select specific date to see price, venue and full details.

Learning Objectives

  • Create interactive visualisations to deliver business insights
  • Extract business intelligence by using DAX, M and Power Query
  • Share Datasets, Reports and Dashboards in the Power BI Service
  • Pre-format and import data from an Excel Report using Power Query and M
  • Add value with measures, calculated columns and calculated tables using DAX
  • Import data from relational databases and integrate with other data sources
  • Profile, shape and filter tables to prepare for analyses by fixing data issues
  • Integrate data from csv files and Excel Workbooks
  • Explore and extend a Power BI data model

Pre-Requisites

This is an introductory course and, as such, there are no prerequisites to attend this course. It may be useful for you to have some knowledge of your data so that you can apply the concepts you learn more effectively after the course has completed.

Course Content

Chapter 1: Power BI Overview

  • Visual analysis and visual analytics
  • Power BI Infrastructure
  • Loading Data
  • Introduction to Power BI Desktop
  • Hands-On Exercise 1.1 Loading and Visualising data

Chapter 2: Transforming Data

  • Using Power Query to clean, transform and load data
  • Profiling your data
  • Resolve data quality issues
  • Apply user-friendly name to Queries, tables and columns
  • Import data from an Excel formatted report
  • Hands-On Exercise 2.1 Transforming Data with Power Query

Chapter 3: Creating a Data Model

  • Understand the role of the Data Model in Power BI
  • Create table relationships
  • Understand Cardinality and Cross Filtering
  • Discuss Star and Snowflake schema
  • Create a Date Dimension
  • Build a Data Model from multiple Data sources
  • Hands-On Exercise 3.1 Creating a Data Model
  • Hands-On Exercise 3.2 Creating a Star and Snowflake schemas

Chapter 4: Visualising your Data

  • Discuss Report settings
  • Choosing the right visualisations
  • Creating, formatting and styling your reports
  • Using Hierarchies and Drilldown
  • Utilising Slicers and Filters
  • Adding Custom Visualisations
  • Hands-On Exercise 4.1 Creating Reports Part 1
  • Hands-On Exercise 4.2 Creating Reports Part 2
  • Hands-On Exercise 4.3 Creating Reports Part 3

Chapter 5: Introduction to DAX, Calculated Columns and Measures

  • Gain an Introduction to DAX
  • Differentiate between Calculated Columns and Measures
  • Create Calculated Columns
  • Create Measures
  • Understand Filter and Row context
  • Understand the power of the Calculate function
  • Hands-on Exercise 5.1 Introduction to DAX
  • Hands-on Exercise 5.1 Intermediate Level DAX

Chapter 6: Collaboration and Sharing (Publishing Reports and Creating Dashboards)

  • Discuss the Power BI Service and Power BI Server
  • Understand the main components of the Power BI Service
  • Publish a Power BI Project to the Power BI Service
  • Share Reports
  • Build and Share Dashboards
  • Hands-On Exercise 6.1 Collaboration and Sharing in the Power BI Service

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