Power BI Desktop Level 1

Level 1Full Day1 DayVersion 365Official CPE Provider

Turn scattered data into interactive reports with Power BI Desktop. Connect to Excel, files, and databases, shape data in the Query Editor, model it with DAX measures, build visuals with slicers and drill-down, and publish online.

Course Objective

In this course, students learn to load and transform data into the Power BI Desktop application, relate data, create calculated columns and measures, create reports with table and chart visuals, create slicers and page level filters, and publish to Power BI Online.

Prerequisites

To ensure your success, each student should have a general knowledge of Microsoft Windows and Microsoft Office concepts. Previous experience with database concepts, basic formula building, and Pivot Tables is helpful, but not required. Contact us to discuss if this class is right for you.

Course Outline

8 lessons · 41 topics

1Getting Started with Power BI

Overview of Power BI Desktop Installation and Requirements
Explore the Power BI Desktop Interface
Identify Data Source Types Available for Import

2Connect to and Load Data into Power BI Desktop

View Data Import Types
Overview of Data Import from Excel and Text Files
Load Data from Multiple Files in a Folder
Get Data from an Access, SQL, or Azure Database
Import Excel Workbook Contents/Data Model
Discuss other Available Data Sources for Import
Query Navigation Panel Overview
Use Query Editor to View Data

3Transform and Shape Data using Columns

Data Types in the Query Editor
Format Column Data
Use the Split Column Feature
Cleanup Data
Create a Custom Column
Use Date/Time features for Custom Columns
Sort and Filter Data in Query Editor
Group Queries in the Query Editor

4Append, Merge and Group Data

Append Data from Two Queries
Group Data in a Column
Sort Table Data
Refresh Data Sources

5Introduction to Calculated Columns and Measures

Discuss Calculated Columns and Measures
Create Calculated Columns
Create Measures
Manipulate Table Data Using DAX Measures

6Create Power BI Reports

Create New Report using Data Visualization Tiles
Use Different Tiles like Tables, Charts, and Maps
Download and use Custom Visualization Tiles
Filter Data Visualizations using Slicers
Sort Data in Report
Sort by Column Options for Fields
Create a Hierarchy for a Visualization
Enable and use a Drill Down
View in Focus or Report Mode

7Format Power BI Reports

Format Visualization Tiles on Report Pages
Insert Images and Text Boxes
Apply Page Backgrounds

8Publish Power BI Desktop File

Save As File Types
Publish File to Power BI Online

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