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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 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 prepare to publish a report.

Please Note: This course does not cover the use of Power BI in the Power BI Service.

Target audience

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
Able to apply data processing techniques such as filtering and pivot creation

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.

Power BI Desktop Concepts and Main Features
Data Sources compatible with Power BI Desktop
Connecting to Data with Power BI Desktop
Apply Common Query Tasks to Shape Data in Power BI Desktop
Explore Data Visuals
Work with Report formats and elements

Lesson 1: Getting Started with Power BI Desktop

Power BI Concepts and Overview
Introduction to Main Features
Imports
Visuals
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
Enter Data
Get Data and Query Editor
Introducing the Query Editor
Using the Query Editor to Connect to Data
Combining Data Sources
Use Append Queries
Merge Data Tables
Working with Relationships in Data

Lesson 3: Querying and Shaping the Data

Activities using Query Editor
Filters
Clean, Trim, Format and Replace
Split Column or Extract Using Delimiters
Column from Example
UnPivot
Creating Custom Calculated Columns
Adding Conditional Columns
Introduction to DAX Expressions and Formula

Lesson 4: Data Visuals

Overview of Data Visuals
Tables and Matrix Views
Applying Conditional Formats
Charts
Types
Options
Analytics Lines in Visuals
Forecast
Create Measures
Create a KPI Visual
Interactive Slicers
Slicers – dropdowns and searches
Number Slicers with value ranges
Date Slicers with Relative filters
Drill Visuals to see underlying data
Create Reusable Field Hierarchies
Drill Visuals to see underlying Data
Visual Table and Data Point Table
Date Hierarchies
Data Groups and Binning in Visuals
Q&A
Decomposition Tree
Data Categories, Geo-Data and Maps

Lesson 5: Reports and Output Options

Report Elements and Options
Working with Pages
Visual and Filter Settings
Report Themes
Edit Interactions
Bookmarks

Upcoming Trainings

Join our public courses in our South Africa facilities. Private class trainings will be organized at the location of your preference, according to your schedule.

Classroom / Virtual Classroom

26 June 2024