Duration

3 days.

Prerequisites

  • No prior experience is presumed.

Skills Gained

  • Define Power BI and its different components
  • Connect to data sources and transform data using Power Query
  • Create and format visuals using Power View
  • Model data using Power Pivot
  • Publish and share reports in Power BI Service
  • Use Quick Insights and Q&A for data
  • Leverage Power BI Tips and Tricks

Outline for Power BI Desktop for Report Writers Training

Outline

Introduction to Power BI

  • What is Power BI?
  • What is Power BI Desktop?
  • What is Power BI Service?
  • Introduction to Power BI Desktop Application

Introduction to Power Query and the Data Button

  • Connecting to Class Data
  • Removing Columns
  • Creating Date Fields
  • Renaming Fields
  • Splitting and Merging Columns
  • Deleting and Filtering Rows
  • Creating Calculated Fields
  • Loading the Data
  • Using Data View
  • Refreshing the Data

Introduction to Power Pivot using the Model Button

  • Using the Model View
  • Managing Relationships

Introduction to Power View using the Report Button

  • Using Report View
  • Creating Visuals
  • Formatting Visuals
  • Creating Measures
  • Creating Charts
  • Creating Slicers

Publishing and Sharing Your Reports

  • Publishing Reports to Power BI Service
  • Sharing Reports in Power BI Service

Using Power Query to Transform the Data

  • Setting up the Quick Access Toolbar (QAT)
  • Fixing Lost Preceding Zeros
  • Using Column from Examples
  • Creating Duplicate and Reference Queries
  • Converting a Query to a List
  • Changing the Source of the Query
  • Unpivoting Columns
  • Grouping Data
  • Appending & Merging Data
  • Creating Calculations
  • Viewing M Code
  • Disabling the Loading of Data
  • Creating Query Groups
  • Finalizing Queries

Using Power Pivot to Model the Data

  • Manually Creating Relationships
  • Hiding/Showing Tables and Fields

Using Power View to Create Visualizations

  • Creating Multi-row Cards, Charts, Matrix, and Slicers
  • Creating More Measures using DAX
  • Grouping Objects
  • Applying Conditional Formatting
  • Creating Bookmarks

Using Power BI Service

  • Publishing Reports to Power BI Service
  • Using Bookmarks
  • Exporting Data
  • Creating Dashboards

Introduction to Advanced Features

  • Editing existing Power BI Reports
  • Updating the Data Sources
  • Setting up Quick Access Toolbar in Power Query

Extracting and Transforming the Report Data

  • Extracting the Data that tells the Story
  • Transforming the Data Quickly and Efficiently

Data Modeling and Relationships

  • Managing Relationships
  • Handling Many-to-Many Relationships

Preparing the Report Pages

  • Setting Page Information
  • Inserting a Page Background

Creating Interactive Reports

  • Creating Visuals that Explore the Data
  • Creating Top N Filters
  • Using Data Hierarchy Buttons
  • Creating a Measures table
  • Creating Measures & Quick Measures
  • Adding Custom Visuals
  • Applying Themes
  • Adding Report Titles, Logos, and Images
  • Creating Button Slicers
  • Adding Buttons and Shapes
  • Creating Multiple Pages
  • Using Edit Interactions
  • Using Q & A

Publishing and Sharing Reports

  • Publishing Reports
  • Creating Dashboards
  • Using Q&A in Power BI Service

Conclusions