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Duration: 2-days

Location: inhouse, online or at our UK locations

What you will learn

This course goes beyond the basics and includes a comprehensive yet balanced look at the four main components that make up Power BI Desktop; reporting, data sets, modelling and the query editor. It also looks at the Power BI Pro online service.

With Power BI, you get a report authoring tool that enables you to connect to and transform data from a wide variety of sources. This allows you to then produce detailed reports through a comprehensive range of visualizations.

The reward is to then be able to share those reports with your team inside or outside of your organisation, simply by publishing them to Power BI online service.

This course allows you to gain a thorough understanding of the complete Power BI cycle by working with real-world examples and will equip you with the necessary skills to start applying your knowledge straight away.


An introduction to intermediate knowledge of Microsoft Excel is preferable.

Course outline

Getting Started

  • The Power BI process
  • Launch Power BI Desktop
  • The four views of Power BI
  • The report canvas

Getting Data

  • Connect to data sources
  • Connect to an Excel file
  • Connect to a CSV file
  • Connect to a database
  • Connect to a web source
  • Connect to a folder of files
  • Create a data table

Transform Data in the Query Editor

  • Clean data in the Query Editor
  • Remove rows by filter
  • Replace values
  • Field data types
  • Data type detection
  • Add a custom column
  • Append data to a Query
  • Add an index column
  • Resolve error issues
  • Perform basic math operations

Build a Data Model

  • Data model relationships
  • Manage table relationships

Merge Queries

  • Table join kinds
  • The merge process

Create Report Visualisations

  • Create and format visuals
  • Create map visuals
  • Format map visuals
  • Create chart visuals
  • Format chart visuals
  • Table, matrix and card visuals
  • Filter reports with slicers
  • Page and report level filters
  • Visuals from the marketplace
  • Map latitude and longitude
  • Export report data to Excel

The Power Query Editor

  • Fill data up and down
  • Split column by delimiter
  • Add a conditional column
  • Further custom columns
  • Perform column merging

Working with M Formulas

  • Add formulas in the Query Editor
  • Add an IF formula
  • Exact match look up
  • Closest match look up

Pivot and Unpivot Data

  • Pivot data in the Query Editor
  • Pivot and append data
  • Pivot but don’t summarise
  • Unpivot data
  • Append mismatched headers

Group Data in Power Query

  • Group rows in a table

Introduction to New Columns

  • Two kinds of Power BI formulas
  • Add your first new column
  • The SWITCH function

Introduction to DAX Measures

  • The COUNTROWS function
  • The DISINCTCOUNT function
  • DAX Rules
  • The CALCULATE function
  • Things of note about CALCULATE
  • The SUMX function
  • Anatomy of SUMX
  • When to use "x" functions

Introduction to Time Intelligence

  • Standard calendar vs. custom calendar
  • Calendar: a special lookup table
  • Mark a calendar as a date table
  • Time intelligence functions
  • The TOTALYTD function
  • Change year-end date in TOTALYTD

Hierarchy, Group and Conditional Format

  • Create a hierarchy to drill data
  • Compare data by grouping
  • Use bins to group numbers
  • Add conditional formatting

Publish and Share Reports on the Web

  • Publish to BI online service
  • Upload reports from BI service
  • Get quick insights
  • What is Q&A?
  • Sharing your reports

The Power BI Mobile App

  • Get Power BI for mobile
  • Use Power BI for mobile


  • Apply your learning

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