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.

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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.

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Learning Objectives

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

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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.

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Why choose QA

Need to know

Frequently asked questions

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Find more answers to frequently asked questions in our FAQs: Bookings & Cancellations page.

How do QA’s virtual classroom courses work?

Our virtual classroom courses allow you to access award-winning classroom training, without leaving your home or office. Our learning professionals are specially trained on how to interact with remote attendees and our remote labs ensure all participants can take part in hands-on exercises wherever they are.

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How do QA’s online courses work?

QA online courses, also commonly known as distance learning courses or elearning courses, take the form of interactive software designed for individual learning, but you will also have access to full support from our subject-matter experts for the duration of your course. When you book a QA online learning course you will receive immediate access to it through our e-learning platform and you can start to learn straight away, from any compatible device. Access to the online learning platform is valid for one year from the booking date.

All courses are built around case studies and presented in an engaging format, which includes storytelling elements, video, audio and humour. Every case study is supported by sample documents and a collection of Knowledge Nuggets that provide more in-depth detail on the wider processes.

When will I receive my joining instructions?

Joining instructions for QA courses are sent two weeks prior to the course start date, or immediately if the booking is confirmed within this timeframe. For course bookings made via QA but delivered by a third-party supplier, joining instructions are sent to attendees prior to the training course, but timescales vary depending on each supplier’s terms. Read more FAQs.

When will I receive my certificate?

Certificates of Achievement are issued at the end the course, either as a hard copy or via email. Read more here.

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