Length 2 days

What is Microsoft Power BI Desktop?

Microsoft Power BI Desktop is a free, self-service business intelligence application that provides non-technical business users with tools for aggregating, analysing, visualizing and sharing data.

Power BI Desktop puts visual analytics at your fingertips with intuitive report authoring. Drag-and-drop to place content exactly where you want it on the flexible and fluid canvas. Quickly discover patterns as you explore a single unified view of linked, interactive visualizations.

Target Audience

You will be either an experienced IT or non-IT business user, perhaps with some query writing skills or a data analysis role. Anyone who needs to connect to, process, or analyze data in order to produce suitable outputs at all levels within an organization.


A basic understanding of data/database concepts.

Be able to create formulas using standard aggregate functions.

Course Outline

Lesson 1: Getting Started with Power BI Desktop

  • Power BI Concepts and Overview
  • Introduction to Main Features
  • Imports
  • Visualizations
  • Filters and Queries
  • Reports

Lesson 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
  • Working with Relationships in Data

Lesson 3: Data Visualizations

  • Overview of Data Visualizations
  • Tables and Matrix Views
  • Applying Conditional Formats
  • Charts
  • Interactive Data and Date Slicers
  • Drill Visualizations to see underlying data
  • Create Reusable Field Hierarchies
  • Record Grouping
  • Binning in Visualizations to create Histograms
  • Drill Visualizations using Dates
  • Clustering
  • Analytics and Forecast Lines in Visualizations
  • Creating Role Based Views
  • Data Categories
  • Geo-Data and Maps

Lesson 4: Querying and Shaping the Data

  • Common Activities using Query Editor
  • Filters
  • Transforms
  • Pivot and Group By
  • Creating Custom Calculated Columns
  • Adding Conditional Columns
  • Using Conditional Columns Visualizations to create a Histogram
  • Introduction to DAX Expressions

Lesson 5: Reports and Output Options

  • Report Elements and Options
  • Working with Pages
  • Adding Graphics
  • Visual and Filter Settings
  • Export Power BI Data to CSV
  • Import Custom Visuals

Lesson 6: Introduction to Dashboard development/Layout

  • What is a Dashboard?
  • Some Key Points when creating a dashboard
  • Overview of Basic Dashboard Design Principles
  • Questions to Ask Before Distributing Your Dashboard

Please note that this course is not suitable for inexperienced Excel or database users.