Power BI Desktop - Dashboard Reports in 3-Hours

Half Day3 HoursVersion 365Official CPE Provider

Turn raw data into clear, interactive dashboards and reports with hands-on Power BI training.

Course Objective

In this webinar, you will learn to connect to an Excel file, perform transformations to the data, and load the results to Power BI Desktop. Students will then view the Data Model, create a calculated column in data tables, and summarize data using a DAX measure. Finally, use the drag and drop/point and click interface to quickly build a dashboard with tables and charts.

Prerequisites

To ensure your success, each student should have a general knowledge of Microsoft Office concepts and basic Excel formula creation.

Course Outline

5 lessons · 18 topics

1Lesson 1: Introduction to Power BI Desktop

Introduce Power BI Desktop Reports
Explore Query Editor, Data Tables and Data Model
Demonstrate use of Power BI Online and App

2Lesson 2: Data Transformation using Query Editor

Select Excel as a Source, and Connect using Navigator Pane
Explanation of Query Editor Features
Perform Basic Text and Numeric Transformations in Query Editor
Load Results to Power BI Desktop

3Lesson 3: View Data Tables and Data Model

Examine Excel Data Results in Tables
Review Data Table Relationships versus VLOOKUP
Summarize Table Data using a Calculated Column
Summarize Data using a DAX Measure

4Lesson 4: Power BI Reports and Visuals

Field Pane in Power BI
Visual Tile Pane in Power BI
Create a Table and Matrix Table
Create a Column, Line and Pie Visual
Quickly Format the Report using a Theme

5Lesson 5: Publish a Power BI File

Demonstrate Publishing to Power BI Online
View Power BI Reports in the Cloud

Excel Solutions Team
Kirkwood Tower, 11757 Katy Fwy, Suite 1300, Houston, TX 77079
(713) 589-2655 · contactinfo@excelsolutionsteam.com · excelsolutionsteam.com

Official CPE Provider (TX State Board of Public Accountancy)
BBB Accredited since 2006 · 20+ years training Houston professionals