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Microsoft 365 Power BI - Beginner

Course Overview

This course will cover the Microsoft 365 program Power BI. Power BI is a powerful business intelligence tool for analyzing your data and presenting it visually. This course will cover both the Power BI web app as well as the Power BI Desktop app. Topics covered include getting started with Power BI, connecting to data, visualizing data, publishing your visualizations in dashboards and reports, and connecting to other apps like Excel.

Course Objectives

Getting Started with Power BI, Connecting to Data, Visualizing Data, Dashboards and Publishing Data, Power BI and Other Apps

Course Outline

1 - Introduction

  • Introduction

2 - Getting Started with Power BI

  • What is Power BI?
  • The Power BI Web App and Desktop App
  • Components of Power BI
  • Signing Into the Power BI Service
  • The Power BI Web Interface
  • The Power BI Desktop Interface
  • Power BI Desktop Options
  • Saving a Report in Power BI Desktop

3 - Connecting to Data

  • Data Connection Basics
  • Connecting to a File for Data
  • Connecting to an Online Source For Data
  • Connecting to an Existing Power BI Dataset
  • Modifying Data Through Edit Query
  • Creating Relationships
  • Configuring Columns
  • Creating Columns
  • Creating Measures
  • Modifying or Deleting Columns or Measures
  • Creating a Calculated Table

4 - Visualizing Data

  • The Visual Components of Power BI
  • Creating a New Visual
  • Configuring the Fields of a Visual
  • Configuring the Formatting of a Visual
  • Copying Formatting from One Visual to Another
  • Creating a Text Box, Image, or Shape
  • Creating a Column or Bar Chart
  • Creating a Line Chart
  • Creating a Pie Chart
  • Creating a Map
  • Creating a Table
  • Using Filters and Slicers
  • Adding Conditional Formatting
  • Using Edit Interactions
  • Using Analytics
  • Using Insights

5 - Dashboards and Publishing Data

  • The Difference Between Dashboards and Reports
  • Creating Reports
  • Adding and Modifying Pages within Reports
  • Creating a Drillthrough Page
  • Publishing a Report
  • Creating a Dashboard
  • Adding Tiles to Dashboards
  • Embedding Reports Into SharePoint
  • Sharing Dashboards with Other Users

6 - Power BI and Other Apps

  • The Excel Power BI Add-in
  • Pinning Excel Content Into a Dashboard
  • Managing Pins within a Dashboard
  • Exporting Power BI to PowerPoint
  • The Power BI Gateway
  • Using the Analyze in Excel
  • Power BI for Mobile

7 - Conclusion

  • Course Recap

3 Hours, 15 Minutes

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