Power BI for Excel Users Training

The main purpose of the course is to review the essential skills needed to take data from Excel into Power BI then transform and shape the data, model the data, create reports, then publish the reports on the Power BI cloud service.

Targeted Audience

The course is individuals who are not IT professionals but need to easily create and publish reports with Power BI.

Prerequisites

Before attending this course, students should have experience creating worksheets in Excel. Familiarity with Pivot Tables is a plus but is not required.

Course Outline

• Getting started
• Introducing Power BI
• Using Power BI
• A quick look at Power BI Desktop
• A quick look at the Power BI service

Power BI and Excel

• Introduction to using Excel data in Power BI
• Upload Excel data to Power BI
• Import Power View and Power Pivot to Power BI

Getting Data

• Overview of Power BI Desktop
• Getting started with Power BI Desktop
• Connect to data sources in Power BI Desktop
• More advanced data sources and transformation

Shaping and Transforming Data

• Introduction to the Query Editor
• Clean and transform your data with the Query Editor
• Cleaning irregularly formatted data

Modelling

• Introduction to modelling your data
• How to manage your data relationships
• Create calculated columns
• Optimizing data models
• Create calculated measures
• Create calculated tables
• Explore your time-based data
• Introduction to DAX
• DAX calculation types
• DAX functions

Visualizations

• Introduction to visuals in Power BI
• Create and customize simple visualizations
• Modify colours in charts and visuals
• Shapes, text boxes, and images
• Page layout and formatting
• Group interactions among visualizations
• Visual hierarchies and drill-down
• Using custom visualizations
• R integration in Power BI Desktop

Publishing and Sharing

• Introduction to the Power BI service
• Quick insights in Power BI
• Create and configure a dashboard
• Ask questions of your data with natural language
• Create custom Q and A suggestions
• Share dashboards with your organization
• Install and configure a personal gateway
• Introduction to content packs, security, and groups
• Publish Power BI Desktop reports
• Print and export dashboards and reports
• Manually republish and refresh your data
• Create groups in Power BI