Microsoft Power BI for End Users

Audience:End User / Power User, Business Executive
Duration:2.00 day(s)

 

Price: £975.00

About this course

Watch a quick course summary:

 

This course delivers an instructor-led breakdown of Microsoft Power BI. Students will be taught how to design reports that will work with a variety of data sources. Power BI lends something to everyone from beginners who wish to leverage existing data sources to build engaging dashboards right up to knowledgeable users who may query data sources and construct data models to fuel business reports. We will take users through a selection of well-crafted lessons to help them build new reporting capabilities for their business.

Meet your trainer

Choose a date

Delivery Date Delivery Type Time Zone  
November 5, 2020OnlineUSA Region
Book now
December 10, 2020OnlineEMEA UK Time (9:30 start)
Book now

All Combined Knowledge courses can be delivered privately online or at a site of your choice.
Contact us to arrange private delivery of a course or to find out more.

Book a private delivery of this course

There are currently no dates scheduled for this course, but all of our courses can be delivered privately at a site of your choice.

Our private on-site / online training can provide your business with the following benefits:

  • Substantial savings on travel and expense costs
  • Group learning – ensuring a consistent transfer of knowledge
  • Open discussions focused on specific business requirements
  • Ability to ‘cherry pick’ modules and tailor course content to your specific needs.
  • Multiple delivery and set-up methods

Contact us to arrange private delivery of a course or to find out more.

Course Syllabus

Overview

This course delivers an instructor-led breakdown of Microsoft Power BI. Students will be taught how to design reports that will work with a variety of data sources. Power BI lends something to everyone from beginners who wish to leverage existing data sources to build engaging dashboards right up to knowledgeable users who may query data sources and construct data models to fuel business reports. We will take users through a selection of well-crafted lessons to help them build new reporting capabilities for their business.

Audience

This course is for students that are looking to learn how to use the range of Microsoft Power BI tools to refine and model their data into a visual and interactive format. Students considering adopting this course are not required to have any prerequisite knowledge of Power BI or experience working on data modelling related tasks.

Prerequisites

Delegates should have some exposure to a Windows operating system and Microsoft Office.


Module List

Module 1

An Introduction to Power BI

Module 2

Requirements gathering

Module 3

Extract, transform and load data

Module 4

Creating a data model

Module 5

Designing reports

Module 6

Using workspaces and dashboards

Module 7

Labs


Module 1: An introduction to Power BI

In this module we will give a brief overview of what Business Intelligence is and what Power BI is. Power BI consists of multiple tools, which we will explore the purpose of and their core features. We will also make you aware of some essential resources for user learning about Power BI.

Topics Covered

 

What is business intelligence?

Introducing Power BI

Power BI tools and services

Case studies
Data stories
Support and information


 


Module 2: Requirements gathering

Typically, a business intelligence project focuses on a variety of themes and understanding them will help you take your first steps towards successfully completing a BI project. To start a project, this module will help you understand grain statements, a way of understanding what objectives your project is expected to achieve. This will evolve to understanding the full path of a project including discovering, refining and modelling your data to producing reports and dashboards. This may require you to use just the Power BI web service or the Power BI desktop application based on the needs of your project. You will also learn about workspaces and see how to use your personal workspace to take your first steps using the Power BI web service to create a report. Throughout this course, we will be basing our discussions around a fictitious company called House Rules Board Games to bring the training to life.

Topics Covered

 

Welcome to House Rules Board Games

Beginning a Power BI project

Grain statements

Data discovery

Refining information

Modelling data

Building reports
Creating dashboards
Choosing workspaces
Create and share a report in Power BI

 


Module 3: Extract, transform and load data

Power BI web service is a quick took for creating reports, but it lacks the depth to truly configure your data. In this module we will introduce Power BI desktop, an application that data analysts can use to work on Power BI projects. We will use the application to perform more enhanced data discovery and with that we can refine and format the data. As you will learn in this module, it is not always likely that our data will be a palatable format, therefore learning how to extract, transform and load data as part of a query is essential.

Topics Covered

 

Creating a project with Power BI desktop

What is a PBIX file?

Connecting to data sources

Managing data connections

Refine data with the query editor

Applied steps
M code language
Designing your query
Choose columns
Rename columns
Moving columns
Formatting columns
Replacing values
Expand related columns
Star schemas
Mere columns
Custom and conditional columns

 


Module 4: Creating a data model

A data model is the data found in one or more tables, from one or more sources. These tables can be, and often are, related. Understanding and maintaining these relationships between the tables is essential for optimising your data model so that if performs well for your report views. In addition, it is often the case that although you have connected to all the relevant data sources, it may not provide you will all of the information you require for your report. In this module we will show how to generate more data using Data Analysis eXpression language which is like formulas in Microsoft Excel. You can use this language to create new columns and measures which can provide you with even more data to report on. We will also look at how to structure related data into hierarchies, work with geographical data and introduce row level security which can later be combined with roles.

Topics Covered

 

Understanding relationships

 

 

Cardinality

 

Cross filter direction

 

Hiding tables and columns

Formatting columns

 

Introducing DAX

 

Designing calculated columns

 

Creating measures

 

Adding lookup tables

 

Structuring data with dimensional hierarchies
Roles and row level security

 

 


Module 5: Designing reports

Often the part of the project that is seen by most is the report. The report uses information refined and calculated in your data model to create a visual experience that is interactive and tells a clear narrative. To do this, the report utilises a wide selection of visuals which we will focus on in this module. Visuals range from bar charts to maps. This extensive range can be enhanced by accessing the store, which is rich with custom visuals. You can use slicers and filters to help users drill down through your data and navigational buttons to help users move between your report pages.

Topics Covered

 

Adding pages and navigation buttons

Using shapes, text and images

Creating a theme

Adding visualisations

Using filters and slicers
Adding drill throughs
Adding custom visualisations
Configure phone layouts

Report tips


Module 6: Using workspaces and dashboards

Once you have finalised your report, it is ready to be published. In this module we will cover the last stages of producing a report which covers publishing and configuring a published project. Your ability to publish a project, and to what type of workspace depends on your license, so this module will outline the types of license and workspaces you may encounter. We will also cover dashboards, which are ways that you can share your content and as well as ways you can restrict your content.

Topics Covered

 

Power BI licensing

My workspaces

App workspaces

Premium capacity workspaces

Publishing a project

Parallels with Microsoft Excel

Publishers and viewers
Reconnecting with data sources
Scheduling the data refresh frequency
Introducing the on-premises data gateway
Assigning security roles
Creating and populating dashboards
Customising dashboard tiles
Creating tiles using Q&A and quick insights
Creating a mobile dashboard
Sharing reports and dashboards
Publishing apps in a workspace
Publishing content to websites

Courses related to Microsoft Power BI for End Users

For users with 6 - 12 months' experience with Power BI, this Certification Bootcamp is an advanced 3-day training class designed to prepare students to pass Microsoft certification exam 70-778: Analyzing and Visualizing Data with Microsoft Power BI. During the course, students will gain the real-world skills required to design, deploy, upgrade and monitor reporting and dashboard solutions using the rapidly-evolving Power BI platform. All the essential Power BI concepts and techniques discussed in lectures are reinforced with hands-on lab exercises in which students will move through the actual steps required to build reporting and dashboard solutions and then to distribute those solutions to a wide audience using app workspaces and the Power Bi app model.

View course

Power BI Developer Certification Bootcamp is an intensive 4-day instructor-led training course with hands-on labs designed to get professional software developers up to speed on developing custom software solutions for Power BI. This course assumes that students already have experience with Power BI Desktop and the Power BI Service and are looking for ways to move beyond what’s possible with just Power BI Desktop alone.

View course

This course delivers the complete site owner story from start to finish in an engaging and practical way to ensure you have the confidence to plan and create new sites or manage your existing sites in SharePoint Online. Your goal is to learn how to make SharePoint online relevant to your team by using a sites functionality to help you share information and collaborate with your colleagues.

View course