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Power BI Desktop for Business Users

  • CMDBID 1244
  • Course Code QAPBIDT3
  • Duration 3 Days
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Microsoft PowerBI Course

course overview

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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.

Audience

  • 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

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

For learners without access to the software required for this event, a remote PC can be provided using GoToMyPC. If you have any questions, contact our Virtual team.

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

Certification

For customers attending remotely via Virtual Classroom or ‘Attend From Anywhere’, an additional screen is required for this course to work through remote desktop labs and view training information.

For learners without access to the software required for this event, a remote PC can be provided using GoToMyPC. If you have any questions, contact our Virtual team.

Talk to an expert

Thinking about Onsite?

If you need training for 3 or more people, you should ask us about onsite training. Putting aside the obvious location benefit, content can be customised to better meet your business objectives and more can be covered than in a public classroom. Its a cost effective option. One on one training can be delivered too, at reasonable rates.

Submit an enquiry from any page on this site and let us know you are interested in the requirements box, or simply mention it when we contact you.

All $ prices are in USD unless it’s a NZ or AU date

SPVC = Self Paced Virtual Class

LVC = Live Virtual Class

Please Note: All courses are availaible as Live Virtual Classes

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