This one-day course empowers business users to design, create, publish and share compelling Power BI reports and dashboards.
Attendees learn to:
- Work productively with the Power BI service, including mobile delivery
- Import and connect to simple data sources, including CSV files and Excel workbooks
- Create rich, interactive reports to support analysis
- Assemble dashboards to support monitoring
- Effectively share, collaborate on, and distribute Power BI content
Duration
1 day
Products
This course is based on the current offering of Microsoft Power BI, with a focus on business user experiences with the Power BI service. The reporting topics are also relevant to Power BI Report Server.
This course uses Power BI Desktop as a report authoring tool, but it does not cover data modeling. It is a prerequisite for the two-day Power BI for the Business Analyst course, which covers import data modeling.
Prerequisites
Ideally, attendees have:
- A general knowledge of data storage technologies and formats
- Proficiency with Excel
Attendees are required to have their own computer that must meet minimum requirements:
- A Windows computer, network-enabled for Internet access
- A web browser supported by Power BI
- The latest version of Power BI Desktop, 32- or 64-bit
- Office Excel 2007, or later—either 32- or 64-bit
- A PDF viewer (like Adobe Acrobat Reader, or a web browser)
All attendees will be provided with a trial Power BI account to complete the labs.
Delivery Format
A classroom delivery includes:
- Instructor presentation and demonstrations
- Course book
- Labs and activities
Course Outline
Module 01: Introducing Power BI
- A New Generation of BI
- Introducing Power BI
- Power BI Roles
- Power BI Licensing
Module 02: Working with the Power BI Service
- Power BI Architecture
- Power BI Portal
- Mobile Delivery
- Signing Up for Power BI
Lab 02A – Setting Up Power BI
Module 03: Working with Datasets
- “Getting Data”
- Importing Files
- Connecting to Data
- Refreshing Data with the Personal Gateway
- Interpreting the Fields Pane
- Working with Excel Workbooks
- Recommended Practices
Lab 03A – Creating and Exploring Datasets
Module 04: Developing Reports
- Introducing Reports
- Developing Reports
- Interacting with Reports
- Designing Advanced Reports
- Recommended Practices
Lab 04A – Developing and Exploring Reports
Lab 04B – Developing Advanced Reports
Module 05: Developing Dashboards
- Introducing Dashboards
- Developing Dashboards
- Interacting with Dashboards
- Keeping Dashboard Data Current
- Pinning Visuals from Excel
- Comparing Dashboards to Reports
- Recommended Practices
Lab 05A – Developing and Exploring Dashboards
Module 06: Sharing Power BI Content
- Power BI Sharing Overview
- Sharing Reports and Dashboards
- Collaborating with Workspaces
- Distributing Content with Apps
- Comparing Sharing Techniques
- Recommended Practices
Lab 06A – Sharing Power BI Content
Certification
This course has not been designed to prepare attendees for Microsoft certification. However, the course content can serve as a useful resource for introducing theory, products, capabilities and recommended design practices that are assessed by Microsoft certification exams.
