Length: 3 days

Power BI is part of a suite of Microsoft tools which allow data to be analysed and published. With Power BI Desktop, you have a reporting tool that enables you to connect to data and query data from many different sources using the Query Editor. From the datasets built with Query Editor you can then create Reports and Visualizations or dashboards using the Power BI Desktop. Reports are then published.

This course covers all of the features of Power BI Desktop to connect to data, create Visualizations, query the data and then publish reports.


This course is suitable for experienced Excel and database users

Basic competency in data concepts

Ability to create, format charts

Creation of formulas using aggregate functions


1 - Getting Started with Power BI Desktop

  • Power BI Concepts and Overview
  • Accessing Help
  • Power BI Screen Elements and Toolbars
  • Introduction to Main Features
  • Imports
  • Visualizations
  • Filters and Queries
  • Reports

2 - Connecting to Data Sources with Power BI Desktop

  • Data Sources Power BI Desktop will Connect to
  • Data Types and Properties in Power BI Desktop
  • Import and Enter Data
  • Get Data and Query Editor
  • Introducing the Query Editor
  • Using the Query Editor to Connect to Data
  • Combining Data Sources as a Mash Up
  • Use Append Queries
  • Merge Data Tables
  • Working with Relationships in Data

3 - Data Visualizations

  • Overview of Data Visualizations
  • Creating and Working with Tables and Matrix Views
  • Applying Conditional Formats to Visualizations
  • Charts
  • Types
  • Options

4 - Slicers

  • Interactive Slicers
  • Date Slicers – Dropdowns and Searches
  • Number Slicers with Value Ranges
  • Date Slicers with Relative Filters
  • Create Reusable Field Hierarchies
  • Record Grouping and Binning in Visualizations
  • Analytics Lines in Visualizations
  • Insight – Explain Increase/Decrease
  • Forecast
  • Create Measures
  • Create a KPI Visualization

5 - Drill-down

  • Drill Visualizations to see underlying Data
  • See Records
  • Date Hierarchies
  • Page Drillthrough Filters
  • Show Values As and Quick Measures
  • Clustering
  • Creating Role Based Views
  • Data Categories, Geo-Data and Maps

6 - Querying and Shaping the Data

  • Common Activities using Query Editor
  • Filters
  • Using Delimiters
  • Transforms
  • Pivot and Group By
  • Creating Custom Calculated Columns
  • Adding Conditional Columns
  • Columns From Examples
  • Introduction to DAX Expressions
  • Histograms

7 - Reports and Output Options

  • Report Elements and Options
  • Working with Pages
  • Keyboard Shortcuts and Navigation
  • Selection Pane
  • Lock Objects
  • Adding Graphics
  • Report Level Filters
  • Bookmarks
  • Spotlight
  • Report Themes
  • Export Power BI Data to CSV
  • Create a Power BI Template