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Power BI Desktop Fundamentals
- Categories:
- Data and Office Applications
- Level:
- Fundamentals
- Code:
- QAPBIFUND
- Exam:
- Not Applicable
Overview
Power BI Desktop is part of the suite of tools from Microsoft which enable data to be analyzed and published from a variety of sources.
With Power BI Desktop, you get a report authoring tool that enables you to connect to and query data using the Query Editor. From the datasets you build with Query Editor you can create reports and add visuals within Power BI Desktop. Reports can then be published.
This course covers the use of Power BI Desktop to connect to data, query the data, add visuals and publish a report. It also includes pinning published visuals to a basic dashboard.
Please Note: This course is not suitable for new Microsoft Excel users.
Prerequisites
For learners without access to the software required for this event, a remote PC can be provided using GoToMyPC. If you have any questions, contact our Virtual team.
Participants should have:
- Please note that this course is not suitable for new Excel or database users
- An understanding of basic data concepts
- Ability to create, format chart outputs
- Able to apply data processing techniques such as filtering and sorting
Target Audience
This course is designed for:
- Anyone who is familiar with Microsoft Office applications and who needs to work with data to be able to connect, process and visualize the data to produce suitable output at all levels within an organization.
- It is assumed that attendees on the course are already familiar with charts.
What's included
Select your preferred way to learn:
What is Virtual?
Live, instructor-led training delivered online
Interactive online sessions led by subject matter experts. Learners join live classes, take part in discussions, and complete practical exercises from any location, making it easy to fit collaborative learning into busy schedules.
If you prefer to connect to a course that is taking place in a physical classroom, you can choose our Remote Access option. .
Best for: Teams and individuals who want expert guidance, real-time collaboration, and flexible access.
What's included?
1 Day instructor led course
6 month free access to QA learning platform
Free 6-Month Access: Learning Platform Discovery plan
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Best for: Organisations and teams looking to target specific business priorities and capabilities with QA subject matter expertise.
Find out more about the course:
Learning outcomes
By the end of this course, learners will be able to:
- Power BI Desktop concepts and main features
- Connecting to data with Power BI Desktop
- Applying common query tasks to shape data in Power BI Desktop
- Exploring data visuals
- The process to publish a report
- How to pin visuals to a basic dashboard
Course outline
Module 1: Getting Started with Power BI Desktop
- Power BI concepts and overview
- Introduction to main features
- Imports
- Visualizations
- Filters and queries
- Reports
Module 2: Connecting to Data with Power BI Desktop
- Data sources Power BI Desktop can connect to
- Data types in Power BI Desktop
- Creating the connection
Module 3: Querying and Shaping the Data
- Introducing the Query Editor
- Filters
- Text transforms
Module 4: Data Modeling in Power BI Desktop
- Relationships – the fundamentals
- Working with relationships
- Creating relationships
- Drill visuals to see underlying data
- Visual table and data point table
- Date hierarchies
Module 5: Data Visualizations
- Overview of visuals
- Tables and matrix views
- Applying conditional formats
- Charts
- Types
- Creating a chart visual
- Interactive slicers
- Slicers as lists or dropdowns
- Number slicers with value ranges
Module 6: Reports and Output Options
- Working with pages
- Adding and renaming pages
- Built-in report themes
- Publish a report
- Pin visuals to a basic dashboard
Hands-On Learning
This course includes:
- Interactive labs, guided exercises and instructor-led walkthroughs of Power BI Desktop features and functions.
Good to know
Ready to book? Complete the form and a member of our team will be in touch shortly to discuss your options.
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What our customers are saying
“I would highly recommend the trainer; he was very knowledgeable and was very enthusiastic. His training style suited me really well and every piece of information given was backed up with 'real world' examples that solidified the information given. He also had a great sense of humour.”
Julie
Querying Microsoft SQL Server
“It’s been great to see significant improvements with how we manage resources including costs and in-house solutions from fundamental data skills training.”
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Head of Business Intelligence, East London NHS Foundation Trust
Portfolio Director
David Pool
Data & AI Development Director
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