Microsoft Power BI Desktop Foundation | One-day Course

Course Aims: On completion of this course, you will have learnt to use Power BI (Business Intelligence) Desktop to create report visuals. You will understand how the reports can interact with each other and the great level of interactivity the audience can use to drill, filter, sort and create simple calculations.

Course Pre-requisites: Candidates who wish to attend this course must have an Intermediate knowledge of Excel or be competent at working with basic formulas and use basic functions like Sum, Average, Count.

Duration: 1 Day

Learning Method: Online class with dedicated tutor

Course Objectives: 

On completion of this course candidates will be able to: 

• Understand Power BI desktop interface.
• Connect to Excel data with Power BI desktop.
• Be able to perform simple calculations using calculated columns.
• Work with Power BI standard visuals.
• Apply, remove, and edit conditional formatting to Table visuals.

Course Content:

Introduction and Objectives:

Power BI Desktop Basic

• What is Power Bi Desktop
• Getting started with Power BI Desktop
• Identify Report, Table and Model views.
• Explanation of other tools available in Power BI

Getting Data

• Import an Excel file into Power BI

Calculations

• Create calculated column calculations in the table.

Working in Table View

• Sorting and Filtering data
• Formatting columns to currency, decimal places, and percentages

Working with Report Pages

• Rename, Insert, Move, Hide, Delete and Copy Pages
• Format the page.

Adding Visualisations to the Report Canvas

• Donut
• Pie
• Clustered Column and Bar Chart
• Slicers
• Card
• Table
• Matrix

Working with the Visuals

• Formatting, Editing, Moving, Copying and Deleting visuals.
• Moving the fields around on the Visual
• Sorting data on the visuals

Conditional Formatting

• Applying and editing Conditional formatting to a Table and Matrix visual
• Removing Conditional formatting

Hint and Tips

• Inserting Text boxes and images
  
• Show and hide gridlines.

Action Planning

Review of Programme