About this course

Tech type Performance Plus
Course code QAPBIDT3
Duration 3 Days
Special Notices

Please note: for Attend from Anywhere customers an additional screen is required for this course to work through remote desktop labs and view training information.

Power BI Desktop is part of the suite of tools from Microsoft which enable data to be analysed 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 from different sources using the Query Editor. From the datasets you build with Query Editor you can add visualizations and create Reports. Reports can then be published.

This course introduces Power BI Desktop. It covers the use of Power BI Desktop to connect to data, create Visualizations, query the data and publish reports.

Please Note: This course does not cover Power BI Pro, Power BI accessed via Office 365 or SharePoint Services – see course M20778.

Target student

  • Anyone who is familiar with Microsoft Office applications and who needs to work with data to be able to connect, process and analyse the data to produce suitable output at all levels within an organisation.
  • It is assumed that attendees on the course are already familiar with charts and PivotTable concepts.


  • 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
  • Be able to create formulas using standard aggregate functions
  • Attendance on the QA courses QAEX13PT1, QAEX13PT2, QAEX16PT1, QAEX16PT2 or equivalent knowledge is a prerequisite for this course.

Delegates will learn how to

  • Power BI Desktop Concepts and Main Features
  • Data Sources compatible with Power BI Desktop
  • Connecting to Data with Power BI Desktop
  • Explore Data Visualizations
  • Apply Common Query Tasks to Shape Data in Power BI Desktop
  • Create and publish Reports


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
    • Use Append Queries
    • Merge Data Tables
  • Working with Relationships in Data

Lesson 3: Data Visualizations

  • Overview of Data Visualizations
  • Tables and Matrix Views
  • Applying Conditional Formats
  • Charts
    • Types
    • Options
  • Interactive Slicers
    • Date Slicers – Dropdowns and Searches
    • Number Slicers with Value Ranges
    • Date Slicers with Relative Filters
  • Drill Visualizations to See Underlying Data
  • Create Reusable Field Hierarchies
  • Record Grouping and Binning in Visualizations
  • Analytics
  • Forecast
    • Create Measures
    • Create a KPI Visualization
  • Drill Visualizations to See Underlying Data
    • See Records
    • Date Hierarchies
  • Quick Measures
  • Q&A
  • Clustering
  • Creating Role Based Views (Optional)
  • Data Categories, Geo-Data and Maps

Lesson 4: Querying and Shaping the Data

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

Lesson 5: Reports and Output Options

  • Report Elements and Options
    • Working with Pages
    • Adding Graphics
    • Visual and Filter Settings
  • Bookmarks
    • Q&A Buttons and Return Report Pages
  • Report Themes
  • Export Power BI Data to CSV
  • Create a Power BI Template
Performance Plus

3 Days

Microsoft Office
Delivery Method

Delivery method

Classroom / Attend from Anywhere

Receive classroom training at one of our nationwide training centres, or attend remotely via web access from anywhere.

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