Microsoft Power BI
Introduction Training
Microsoft Power BI is a vital tool for impactful data visualisations in business reports, financial analysis, and performance dashboards. This intensive two-day course equips your team with the skills to connect to diverse data sources, transform and model data using Power Query and DAX, and create interactive reports and dashboards.
From £199 per person
Discounts for groups of 6+
Discounts for groups of 6+
Onsite
Live online
2 day
This two-day Power BI training course teaches you how to connect to and transform data from multiple sources, enabling you to build insightful, interactive Power BI reports. You’ll create a variety of data visualisations, including interactive maps and custom chart types, while learning how to write both M (Mashup) formulas in the Power Query Editor and DAX (Data Analysis Expressions) to enhance report functionality.
Throughout the course, you’ll explore the key areas of the Power BI interface: Report View for creating visuals, Table View for examining datasets, Model View for managing data relationships, and the Power Query Editor for cleaning and shaping data. In addition, you’ll be introduced to the Power BI Service, where you’ll learn how to publish, share, and collaborate on reports across your organisation.
Prerequisite
It is assumed that you are a confident Excel user, with the ability to write simple formulas, create basic charts, and work with PivotTables. If you do not yet have these skills, we recommend completing our Excel Intermediate course, before enrolling.
20 lesson covers:
Introduction to Power BI
Begin by exploring the Power BI environment, including its various views such as Report View, Data View, and Model View. Understand the different visualisation options available and how they can be utilised to present data effectively.
Importing and Connecting to Data
Learn the process of importing data from multiple sources, including Excel and CSV files. Discover how to connect to various data sources, import data from the web, and manage file connections to ensure seamless data integration.
Power Query Editor
Delve into the Power Query Editor to clean and transform your data. Understand the applied steps, manage data types, and remove unwanted data to prepare your dataset for analysis.
Transforming Data
Enhance your data by importing multiple tables, adding custom columns, appending tables, resolving data errors, and performing basic mathematical operations to structure your data effectively.
Data Modelling
Understand the fundamentals of data modelling, including creating table relationships and exploring relationship properties to establish a robust data model for your reports.
Merging Queries
Learn how to merge data from different tables using various join types, enabling you to combine datasets and enrich your analysis.
Inserting Visualisations
Discover the art of storytelling through data by inserting and formatting maps, charts, tables, matrices, KPIs, images, and text boxes to create compelling and informative reports.
Report Interactivity
Enhance user experience by incorporating slicers to filter reports, synchronising slicers across pages, and highlighting key data points to facilitate interactive data exploration.
Power BI Service
Publish your reports to the Power BI service, navigate its user interface, edit reports online, pin visuals to dashboards, utilise AI features like Q&A, and share your reports with stakeholders.
Day Two: Advanced Power BI Techniques
Advanced Power Query
Master advanced data transformation techniques, including filling data up and down, splitting columns by delimiters, adding conditional columns, writing M formulas, and merging table columns to refine your dataset.
Query Functions
Enhance your data manipulation skills by inserting text functions, logical IF functions, and organising queries into group folders for better data management.
Pivoting Columns
Learn how to pivot columns to clean and restructure your data, control data summarisation, and create summarised views for analysis.
Introduction to DAX
Gain an overview of DAX (Data Analysis Expressions), add calculated columns using DAX formulas, and utilise the SWITCH function for conditional logic in your reports.
DAX Measures
Explore common DAX functions such as SUM, COUNTROWS, DISTINCTCOUNT, and DIVIDE, and understand basic DAX rules to create effective measures for your reports.
The CALCULATE Function
Dive into the CALCULATE function, learn its syntax, understand filter context, and apply it to modify filter context in your calculations.
SUMX Iterator
Understand the anatomy of the SUMX function, learn when to use it, and apply it to perform row-by-row calculations in your data model.
Time Intelligence in DAX
Leverage time intelligence functions such as TOTALYTD and DATEADD to analyse dates in charts, compare historical data, and create rolling totals for time-based analysis.
Radial Gauge Chart
Set target values, define max and min fields, and customise the gauge axis to represent data effectively using radial gauge charts.
Drilling Into Data
Set up visual hierarchies to drill into layers of data, enabling detailed exploration and analysis of your dataset.
Grouping Data
Compare data in groups to identify patterns and trends, and visualise grouped data in charts for better analysis and decision-making.
