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Duration: 1-day

Location: inhouse, online or at our UK locations

What you will learn

This intermediate course is designed to get to grips with the creation and management of Power BI Desktop. At the same time maintaining a balanced look at other components that make up Power BI Desktop, including the Query Editor to transform data. Also, calculations and measures to enhance a dashboard’s creation.

The aim of this course is to dig deeper into the Power BI analysis process, by working with examples that will take you to the next level in the use of Power BI.


Our assumption is that you are already a Power BI user. If not, we recommend attending the half-day Power BI Introduction, or 1-day Power BI Introduction course first.

Course outline

Set up a Data Model

  • Get data for your model
  • Conect to a folder of files
  • Check relationships

Transform Data in the Query Editor

  • Add a custom column
  • Append data to a table
  • Add an index column
  • Fix error issues
  • Maths operations
  • Merge tables
  • Add a conditional column
  • Merge columns

The M Language

  • Add an IF formula

Pivot and Group Tables

  • Pivot and append tables
  • Pivot but don’t summarise
  • Unpivot tables
  • Group table rows
  • Append mismatched headers

Calculated Columns

  • Add a calculated column
  • SWITCH with nested TRUE

The CALCULATE Measures

  • Use CALCULATE as a filter
  • Anatomy of CALCULATE

Iterators and Row Context

  • Create a SUMX measure
  • Anatomy of SUMX

Time Intelligence Measures

  • The TOTALYTD measure
  • Work with a fisccal year end

Create Dashboard Visualisations

  • Customised tool tips
  • Drill down hierarchies
  • Compare data in groups
  • Import a report theme
  • Format chart visuals
  • Filter across report pages
  • Export report data to Excel

Power BI Online Service

  • Get quick insights
  • What is Q&A?
  • Create a dashboard
  • Share a dashboard

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