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Microsoft Power BI

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Course description+

The Microsoft Power BI collection of software, apps, and services helps analyze your organization’s data and uncover insights
and trends. This course will show you how to link and model data in Power BI and create visual reports that reveal data insights.
Although the Power BI desktop client will be the primary focus, an introduction to the Power BI web app will also be provided.

This training course will guide students through a series of lessons that include:

  • The purposes and basic functions of the core Power BI components
  • Using the Power BI desktop client and web app
  • Connecting to a data source using either the Power BI desktop client or the web app
  • Modeling data
  • Creating reports and visualizations

Each Velsoft course package comes complete with all the customizable tools you need to deliver a comprehensive training session;
including instructor guide, student manual, quick reference guide, and PowerPoint presentation.

Download a free sample today.

Course outline+

About This Course

Course Prerequisites

Course Overview

Course Objectives

How To Use This Book

Lesson 1: Getting Started

TOPIC A: An Introduction to Power BI

What is Power BI?

The Building Blocks of Power BI

The Power BI Desktop Interface

Important Information About Power BI Updates

Activity 1-1: An Introduction to Power BI

TOPIC B: Working with Power BI Desktop Files

Opening Files

Saving Files

Creating a New File

Publishing to the Power BI Web App

Activity 1-2: Working with Power BI Desktop Files

TOPIC C: Connecting to Data Sources with Power BI Desktop

Connecting to an Excel Workbook

Connecting to an Access Database

Viewing All Connection Options

Creating a Manual Dataset

Managing Data Sources

Activity 1-3: Connecting to Data Sources with Power BI Desktop

TOPIC D: Creating a Report with Visualizations

Using the Visualizations Pane

Using the Fields Pane

Creating a Visualization

Interacting with Visualizations

Changing the Visualization Type

Moving and Resizing Visualizations

Activity 1-4: Creating a Report with Visualizations

TOPIC E: Doing More with Visualizations

Formatting Visualizations

Viewing Visualization Data

Using Focus Mode and Spotlight

Removing a Visualization

Activity 1-5: Doing More with Visualizations


Review Questions

Lesson 2: Working with Data

TOPIC A: Transforming and Sanitizing Data

Using Data View

Cleaning Irregularly Formatted Data

Managing Columns

Sorting Table Data

Activity 2-1: Transforming and Sanitizing Data

TOPIC B: Using the Query Editor

Opening the Query Editor

The Query Editor Interface

Using the Query Settings Pane

Using Merge Queries

Using Append Queries

Activity 2-2: Using the Query Editor

TOPIC C: Data Modeling

What is DAX?

Creating a New Table

Creating a New Calculated Column

Creating a New Measure

Activity 2-3: Data Modeling

TOPIC D: Managing Relationships

Using the Relationships View

Creating Relationships

Editing Relationships

Deleting Relationships

Using the Manage Relationships Dialog

Activity 2-4: Managing Relationships


Review Questions

Lesson 3: Working with Reports and Visualizations

TOPIC A: Managing Report Pages

Navigating Through Pages

Showing and Hiding Pages

Adding Pages

Deleting Pages

Renaming Pages

Changing Page Order

Activity 3-1: Managing Report Pages

TOPIC B: Changing Report View Options

Setting Page View Options

Customizing Your View

Using Phone vs. Desktop Layout

Activity 3-2: Changing Report View Options

TOPIC C: Working with Visualizations

Understanding Drillthrough Options

Changing Category and Summarization Options

Arranging Visualizations

Editing Interactions

About Custom Visualizations

Activity 3-3: Working with Visualizations

TOPIC D: Adding Static Objects to a Report

Inserting Pictures

Inserting Text Boxes

Inserting Shapes

Working with Static Objects

Activity 3-4: Adding Static Objects to a Report


Review Questions

Lesson 4: A Closer Look at Visualizations

TOPIC A: Matrixes, Tables, and Charts

Creating a Table

Creating a Matrix

Overview of Chart Types

Creating Charts

Activity 4-1: Matrices, Tables, and Charts


Creating a Treemap

Creating a Bubble Map

Creating a Filled Map

Activity 4-2: Maps

TOPIC C: Cards, Gauges, and KPIs

Creating a Card

Creating a Gauge

Creating a KPI

Activity 4-3: Cards, Gauges, and KPIs

TOPIC D: Slicers

Creating a Slicer

Using Slicers

Customizing Slicer Display

Changing Slicer Mode

Changing Slicer Orientation

Activity 4-4: Slicers


Review Questions

Lesson 5: Introduction to the Power BI Web App

TOPIC A: Getting Started

Opening the Power BI Web App

The Web App Interface

Web App Building Blocks

Key Differences

Activity 5-1: Getting Started

TOPIC B: Connecting to Data Sources with the Power BI Web App

Connecting to Local Data

Connecting to Live Data

Connecting to Content Packs

Connecting to Samples

Activity 5-2: Connecting to Data Sources with the Power BI App

TOPIC C: Using Workspaces, Dashboards, and Reports

Viewing and Managing Power BI Content

Viewing a Workspace

Viewing Dashboards and Reports

Managing Reports

Activity 5-3: Using Workspaces, Dashboards, and Reports

TOPIC D: Creating Custom Dashboards

Creating a Dashboard

Pinning Visualizations to a Dashboard

Adding Custom Tiles

Managing Dashboards

Activity 5-4: Creating Custom Dashboards

TOPIC E: Power BI Web App Features

Using Insights

Using Q & A

Customizing Q & A Suggestions

Activity 5-5: Power BI Web App Features


Review Questions

Lesson Labs

Lesson 1

Lesson Lab 1-1

Lesson Lab 1-2

Lesson 2

Lesson Lab 2-1

Lesson Lab 2-2

Lesson 3

Lesson Lab 3-1

Lesson Lab 3-2

Lesson 4

Lesson Lab 4-1

Lesson Lab 4-2

Lesson 5

Lesson Lab 5-1

Lesson Lab 5-2

Course Wrap-Up

Keyboard Shortcut Quick Reference Sheet

Post-Course Assessment

Course Summary




What you get+

Instructor Guide

Velsoft Instructor Guides are the core of each training course. Our Instructor Guides lay out the training in simple, easy-to-follow instructions. You can also customize the Instructor Guides in order to personalize your training.

Student Manual

Each Instructor Guide - for each course - is paired with a Student Manual that you can present to your participants. This customizable Student Manual gives each participant the student version of the course you will be teaching.

Exercise Workbook

Whether or not you choose to introduce exercises into your training is up to you as the facilitator. In case you want to do this Velsoft offers you an Exercise Workbook (also customizable) that is specific to the course you are offering.

Sample Files

Each Velsoft courseware title comes with a Lab Workbook loaded with activities and exercises to practice and reinforce the learners' understanding of the course objectives. Pre-made Sample Exercise Files are provided for use with the Lab Workbook so that you, as the trainer, do not have to prepare activity working files.

Powerpoint Deck

Courseware from Velsoft is designed to give you everything you need for use in the classroom or workshop. This includes the PowerPoint versions of all the courses, prepared for you in advanced.

Quick Reference Guide

Quick Reference Guides are a favorite tool for trainers to provide to their learners. Each Quest Reference Guide summarizes the most important elements in each courseware title down to two pages.

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Microsoft Power BI


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