Microsoft Power BI Desktop Introduction

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.

Ability to create and format chart outputs

Course Outline

Lesson 1: Getting Started with Power BI Desktop

Power BI Concepts and Overview

Introduction to Main Features



Filters and Queries


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


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


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



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.