Objectives

  • Understand and use data sources and datasets
  • Create and format reports
  • Add images and document maps to reports
  • Work with groups to summarize data
  • Use parameters to add flexibility to reports
  • Create complex reports featuring nesting and drill-through capabilities
  • Incorporate custom expressions into reports

Prerequisites

A general knowledge of database concepts including tables and fields is required for this course. Students should be comfortable working in Microsoft Office as well. Prior Excel experience is helpful but not required.

Duration

3 Days

Outline for Introduction to Power BI Report Builder Training

Power BI Overview

  • What is Power BI?
  • What is Power BI Report Builder?
  • Power BI Desktop Reports vs Paginated Reports
  • Accessing a Paginated Report in the Power BI Service

Data Sources and Datasets 

  • What is a Data Source?
  • Shared verses Embedded Data Sources
  • What is a Dataset?
  • Creating Datasets

Creating New Reports 

  • Using the Report Wizards
  • Starting from the Blank Report Template
  • What is Tablix?
  • Creating a Tabular Report
  • Creating a List Report
  • What is a Matrix?

Formatting Reports 

  • Working with Text Boxes
  • Rich Text Formatting
  • Managing Text Boxes
  • Drawing Lines and Boxes
  • Images
  • Page Headers and Footers
  • Adding a document map
  • Rendering Reports

Summarizing and Sorting 

  • Creating Groups
  • Adding Totals and Aggregations
  • Parent/Child vs. Adjacent Groupings
  • Tablix Properties and Grouping Data

Add Flexibility with Parameters 

  • Adding Parameters to a Report
  • Report Parameters vs. Query Parameters
  • Working with Cascading Parameters
  • Manage Report Parameter Properties
  • Use Parameters with SQL Queries and Stored Procedures
  • Sort Based on a Parameter Setting
  • Filtered Reports

Enhanced Report Items 

  • Nesting Data Regions
  • Subreports and Drillthrough Reports
  • Working with Drillthrough Reports

Custom Expressions 

  • Understanding Expressions
  • Defining Expressions
  • Working with Report Variables
  • Understanding Lookup, LookupSet, and Multilookup Functions
  • Expression Samples

Optional: Graphs, Charts, and more 

  • Charts
  • Gauges
  • Add a Map to a Report
  • Data Bar, Indicator, and Sparkline Report Items
  • Comparison with Power BI Desktop

Conclusion