* Please note that this is an online course, delivered remotely by a live instructor *
Duration: 2 Days
Audience: End Users, Business Analysts, Administrators, IT Pros
‘Getting Started with Power BI’ is a 2-day training course designed for students who are just getting started with Power BI and who need to get up to speed on building and deploying custom solutions using the Power BI Service and Power BI Desktop. Students will work through hands-on lab exercises to gain and reinforce skills for using a project-based approach for building custom BI solutions using Power BI Desktop.
Students will learn what can be accomplished with the Power BI service using just a browser as well as which types of project work must be completed using Power BI Desktop. Students will learn how to use the query features in Power BI Desktop to import and transform data as it loads into a project’s data model. The course also teaches students how to use the data modelling features of Power BI Desktop and to become proficient writing DAX expression to create calculated columns and measures. Students will learn how to design interactive reports as well as how to publish reports to the Power BI service and to SharePoint Online.
Along the way, students will learn how to import data from a variety of sources including Azure SQL databases, One Drive for Business, SharePoint Online and Dynamics 365. The course also teaches students the various techniques that can be used to integrate Excel workbooks into the Power BI environment.
Anyone attending this course require no previous knowledge of Power BI, however an intermediate knowledge of Excel and experience in working with databases and other data sources would be advantageous.
Module 1: Introducing the Power BI Platform
Module 2: Getting Started with Power BI Desktop
Module 3: Mastering the Query Features of Power BI Desktop
Module 4: Designing a Data Model with Power BI Desktop
Module 5: Designing Interactive Reports in Power BI Desktop
Module 6: Designing and Deploying Dashboards
Module 7: Integrating Excel Workbooks into Power BI
Module 8: Publishing Content using Apps and App Workspaces
This module introduces the fundamental concepts and terms associated with the Power BI platform. Students will learn how to create a trial tenant in Office 365 to serve as a multiuser development environment for designing and testing custom Power BI solutions. Students will learn to navigate around in the Power BI service using a browser and to create a simple solution which includes a dataset, a report and a dashboard. The module teaches students about Power BI licensing and the differences between standard Power BI subscriptions and a Power BI Pro subscriptions. The module concludes by discussing how to keep current with the Power BI cloud cadence and the monthly updates that Microsoft consistently applies to the Power BI platform.
This module introduces students to Power BI Desktop and provides a high-level overview of managing the lifecycle of a Power BI Desktop project. Students will learn how the contents of a Power BI Desktop project are saved and published using the PBIX project file format. The module demonstrates how to import data from an external source into a Power BI Desktop project to create a dataset. Students will also learn how to get started with data modelling by creating simple calculated columns and measures. Students will also get hands-on experience using the report designer in Power BI Desktop and publishing a PBIX project file to the Power BI service to make a Power BI Desktop report accessible through the browser.
This module provides an in-depth examination of designing and running queries in a Power BI Desktop project. Students will learn to import data from a variety of external data sources including text files, Excel workbooks, web pages, Azure SQL databases, SharePoint Online and Dynamics 365. The module demonstrates how to design queries to clean up and transform data during the import process and students will learn the why and the how of designing queries in a Power BI Desktop project to generate a star schema. Along the way, students will learn advanced query design techniques to merge columns from multiple data sources and to append rows from multiple sources tables into a single output table.
This module examines the data modelling features in Power BI Desktop project and teaches students how to extend a data model with table relationships, calculated columns, measures and dimensional hierarchies. The module discusses working with the DAX expression language and reviews guidelines for writing maintainable DAX expressions. Students will learn how to import a lookup table from a secondary data source and how to integrate the lookup table into a data model to assist with data categorization. The module also demonstrates how to configure the metadata for geolocation fields within a data model so they can be used to visually map aggregated data values to geographical locations such as countries, states, cities and post codes.
This module demonstrates how to use the report design features of Power BI Desktop to create reports using the standard set of Power BI visuals. Students will learn to design reports with effective interactive behaviour by adding slicers, visual highlighting and drill actions. The module introduces students to the Power BI Custom Visuals Gallery and explains how to import custom visuals into a Power BI Desktop project. The module teaches students how to use Phone Layout view to create mobile reports as well as how to publish Power BI reports to the Power BI service. Students will learn how to use the Publish to SharePoint feature and the Publish to Web feature in Power BI to deploy reports to SharePoint Online sites and to public websites on the Internet with anonymous access.
The module examines the role that dashboards play in Power BI and teaches students about the strengths and weakness of dashboards in comparison to Power BI reports. Students will learn about best practices in dashboard design and how to create an effective drilldown scheme from a dashboard into its underlying reports. Students will also learn about Natural Language Q&A and how to pin Q&A query results to create a dashboard tile. The module teaches students how to use Phone Layout view customize the mobile layout of a dashboard and examines using dashboard sharing as a simple mechanism to make dashboards and reports accessible to other users. The module concludes by examining how to configure a dashboard with data alerts to send notifications when a measure behind a dashboard tile reaches a predefined threshold.
This module discusses the three primary techniques that can be used to integrate Excel workbooks into the Power BI environment. points that exist between the Excel Desktop application, Excel Online and the Power BI platform. First, students will learn how to connect to Excel workbooks from a Power BI workspace. Next, students will learn how to import an Excel workbook into Power BI to create a new Power BI dataset from the data inside the workbook. Finally, the module teaches students how to migrate a data model from inside an Excel workbook into a new Power BI Desktop project. Along the way, students will learn about several other features to assist with Excel to Power BI integration such as the Power BI Publisher Add-in for Excel and the Analyse in Excel feature.
The module examines the best practice of building a custom solution in an app workspace and then using the app model to distribute the custom solution on a wide-scale basis. This module walks through the steps of publishing an app workspace and making it accessible to other users as an installable app. Students will learn the various ways one can install a Power BI app. The module demonstrates how to upgrade reports and dashboards after an app has been installed using staged updates. The module explains the essential concepts involved with Power BI Premium and dedicated capacities and demonstrates how to configure an app workspace to run within a dedicated capacity. Along the way, this module will provide students with the decoder ring necessary to understand the capacity-based licensing model and strategies for distributing content to users with the Power BI free license.