POWERBI Introduction course

Learning Outcomes: Course Outline Power Bi Introduction (3-6 hours)

At the completion of this course participants will be able to:

Learning Outcomes

  • Getting Started With Power BI
  • Working with an Excel Workbook
  • Working with Power Bi Services
  • Overview of Visualisations
  • Visualisations to Reports

PowerBi Introduction

Introduction
  • Introducing Power Bl
  • How does Power Bl fit in?
  • Introducing the three main tools - Power Bl Service,
  • Power Bl desktop & Power Bl Mobile
  • When to use Power Bl Desktop
  • Free versus Pro
  • Signing up to the Power Bl online service
  • Which sources of Data can I use?

Working with an Excel Workbook

  • Understanding your data
  • Creating Tables of data to put into the Power Bl service
  • Where your workbook file is saved makes a difference
  • Uploading your Workbook data into Power Bl
  • Importing your Workbook data into Power Bl

Working with the Power Bl service

  • The User Interface
  • My Workspace Menus
  • The Fields Pane
  • Field Icons
  • Visualisations Pane
  • Visualisations

Overview of Visualisations

  • Creating and working with Visualisations
  • Creating a Bar Chart Visualisation Creating a Column Chart Visualisation Creating a Line Chart Visualisation Some basic formatting of Visualisations Consistency of Style Focus Mode Creating a Card Visualisation Giving Cards some impact Creating a Table Visualisation Creating a Matrix Visualisation Working with Formats in a Visualisation
  • Axes Data Labels Titles Sizing & Alignment Data Colours, Backgrounds and Borders

Working with Formats in a Visualisation

  • Axes AData Labels Titles Sizing & Alignment
  • Data Colours, Backgrounds and Borders  

From Visualisations to Reports

  • Saving a Report Adding Pages to your Reports
  • Renaming Pages Re-using Visualisations Building a Narrative in your report
  • Editing & Reading Modes Pie Chart Visualisations Text Boxes Shapes

Using Visual Interactions

  • Introducing Visual Interaction
  • Turning interaction On or Off
  • Interacting by Filtering, Highlighting or None

Working with Filters

  • Creating a Slicer Filtering in the Visualisation pane
  • Creating a Visual Field filter
  • Creating a Top N Filter
  • Adding a page level Filter
  • Creating pages from page level filters Add a report level Filter

Working with Reports

  • Printing your Reports Export your Report to PowerPoint Using a Power BI created PowerPoint file Publishing to the Web – embed codes Interacting with a Power BI created web page Generating a QR code Pasting and scanning a QR code Possible uses for a QR code versus a web-link

Working with Dashboards

  • Adding Visualisations to your dashboard Adding Visualisations from multiple reports Pinning a Live Page Web Content tiles Text box Tiles Video tiles Generating Alerts from Cards and KPIs Renaming Dashboards Favourite Dashboards Featured Dashboard Printing Dashboards Generating Alerts from Cards and KPIs

Q & A and Quick Insights

  • Making Visualisations with natural language queries
  • Create a Visual using Q&A
  • Modify a Q&A Activating
  • Quick Insights Using Related Insights Analyse data in a visual

Power BI Publisher for Excel

  • Installing Power BI Publisher for Excel The Power BI Publisher for Excel ribbon Connecting to your Power BI Profile Pinning Ranges Updating Pinned Ranges Creating new Power BI Dashboards from inside Excel Make a connection from your data in Power BI back to Excel

Sharing Dashboards

  • Sharing a Dashboard
  • Sharing Permissions
  • Sharing Links Modifying Access to a shared
  • Dashboard Generating a QR code to share a Dashboard

Refreshing Your Data

  • Refreshing your Datasets
  • Upload file to OneDrive Load data from OneDrive file Scheduled refresh on OneDrive
  • Updating data after changes

Data Normalisation

  • Overview of Data Normalisation
  • Normalising a dataset
  • Model Using Query Editor in Microsoft Excel Fact and Dimension Tables

Power BI Desktop

  • Introducing Power BI Desktop Connecting to a database Building a Data Model Using Query Editor Formatting and Properties of Data types and their uses
  • Loading Individual Tables Relationships Creating Relationships
  • Deleting Relationships

More Complex Visualisations

  • Create a Bubble Map Visualization Create a Filled Map Visualization Create a Gauge Visualization
  • Create a Tree Map Visualization
  • Choosing the right Visualisations

Using Custom Visual

  • Custom Visualisations Gallery
  • Installing a Custom Visualisation
  • Word Cloud
  • Chiclet Slicer
  • Enlighten Aquariuml

Access Databases and Power BI

  • Access Database & Power BI
  • Importing an Access Database Data Relationships Stacked Column Chart Sorting an Existing Visualisation
  • Adding Depth to your Report
  • Focusing on Key Points of Interest Calculated Columns
  • Adding a Calculated Column
  • Using a Calculated Column in a Calculation
  • Displaying Calculated Columns in a Visualisation

Content Samples

  • Viewing some content samples
  • Working through the Retail Analysis Sample Pack