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Short courses

Microsoft Power BI

Subject Area
Business & Professional Short Courses
Start Date
April 2022
Study Mode
Full cost
1 Day
Individual cost: £100.00

This course is suitable for those wanting to gain an understanding of how to build Reports and dashboards using Power BI Desktop. Business Intelligence techniques such as data modelling, manipulation, and calculation to visualise data gathered from corporate data sources such as Excel are covered as well as publishing the finished Report to Power BI Online to share with others. Attendees should have a basic understanding of using business programs such as Excel and other Office programs.

This course is delivered over 1 day from 9.30am to 4.30pm

Topics covered will include:

Power BI Overview

  • Introduction, Outline & Objectives
  • Power BI Terminology - Data Sources, DataSets, Fields, Measures, Tiles Visualisations, Pages and Reports
  • Power BI Process - Connecting to Data, Manipulating and Modelling Data, Creating Visualisations on the Report Page, Formatting and Filtering Visualisations, Creating and Publishing Reports in Power BI

Getting Data

  • Connecting to File based Data - Connecting to Excel Spreadsheets, Access Databases, Text Files
  • Connecting to Service based Data - Cloud Based Data Sources (OData), SharePoint Lists, Other Web Sources

Query Editing (desktop only)

  • Data Manipulations - Column Transformations, Using Query Editor, Grouping within Columns, Appending Queries, Adding Custom Columns, Advanced Query Editing, Transforming Unstructured Data, Unpivoting Column Data, Applied Steps, Closing and Applying Changes

Data Modelling and Relationships

  • Data Modelling
  • Relationships in Data (desktop only) - Viewing Relationships, Creating new Relationships, Editing Relationships
  • Column Operations - Hiding Fields within the Dataset, Sorting by Columns, Changing Column Data Format

Calculating Data using DAX (desktop only)

  • Creating a calculated column
  • Completing DAX Formulae
  • DAX Language - DAX Data Types, operators
  • DAX Functions - Date, Time Intelligence Functions, Mathematical, Logical, Text and Statistical Functions
  • Showing RELATED Columns
  • Date Calculations
  • Debugging Expressions - Conversion Errors, Empty or missing values
  • Adding Measures - Setting the Measure’s Home Table, Columns vs. Measures
  • Creating New Calculated Tables


  • Visualising Data - Adding Visualisations to Report Page
  • Types of Visualisation - Tables and Conditional Formatting, Pie, Line, Combination Charts, Maps and Geographic data, KPI Cards
  • Slicers and Filtering - Adding and Formatting Slicers, Filtering at Page, Report and Tile Level, Drill Through Filters
  • Formatting Visualisations - Formatting Options, Tile Properties
  • Manipulating Tiles - Tile Menu, moving and deleting, Viewing, Spotlighting and exporting Tile data
  • Report Pages - Adding and Formatting Report Page, Duplicating Report Pages, Adding Shapes to the Report Page, Text boxes, images and buttons

Publishing PowerBI and Dashboards

  • Publishing Power BI Reports - Create and Share Internally and Externally, Creating a Group
  • Publishing Reports to Power BI from Desktop
  • Printing Published Reports
  • Dashboards in Power BI Online - Dashboards vs Reports
  • Creating a Dashboard - Dashboard Menu, Duplicating an Open Dashboard
  • Adding Tiles to a Dashboard - Adding Web Content, Adding an Image, Text Box & Video, Adding Streaming Content, Pinning Tiles and Report Pages, Pinning Tiles from Reports, Pinning a Tile from One Dashboard to another, Pinning Ranges from Connected Excel Workbooks
  • Printing a Dashboard
  • Dashboard Options
  • Sharing Dashboards - Sharing Process, Stopping Sharing, Sharing Outside the Organisation, Limitations and considerations, Troubleshoot sharing

Data Refresh

  • Content Packs - Consuming a service content pack, Creating Content Packs, Consuming an organisational content pack
  • Refreshing Datasets - Refresh Strategies, Refresh Local Files, Refresh Cloud Files, Refresh internal Data Connections, Refresh Cloud Data
  • Scheduled Refresh
  • Manual Refresh

Q&A Session

  • Questions
    • Editions and Licenses
    • Getting Data - Internal DB & Excel data, Cloud and Web Services
    • Desktop or Power BI?
    • Visualisations
    • Dashboards
    • Sharing
    • Refreshing
    • Sharing and Publishing

Further Information and Booking

If you're interested in this course, please contact us:

Business Partnerships, York College, Sim Balk Lane, York, YO23 2BB
Tel: 01904 770368 option 1

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