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Introduction to Power BI Desktop

Power BI is a Microsoft tool that can pull data from various sources and then ‘mashes them together’ to create insightful reports. We have designed this one-day intensive workshop for beginners to Power BI. By the end of the day, you will understand the potential of Power BI and will be able to create your own reports.

Please note that this is an intensive course, and so is best suited to those who are comfortable with Microsoft Office and prefer to learn at a faster pace.

Available for Private and Tailored group events

This course is run privately for groups or 1-2-1 Coaching sessions

Book a 1-2-1 Session or Group Event

Course Location

Happy HQ, 3rd Floor, 9 Alie Street, London E1 8DE

Course Requirements

Learners do not need any prior knowledge of Power BI, but must be comfortable using Microsoft Excel to an intermediate/advanced level. To get the most from the Power BI workshop, you should know how to do the following in Excel: create Pivot Tables; use basic IF and VLOOKUP functions; create Charts.

People with Database, Programming, or other BI experience are also suitable for this course even if they don’t have direct Excel experience.

What You Will Learn

  • You will get an in-depth understanding of the Power BI components and how Power BI works in different scenarios.
  • You will learn how to combine data from different sources to create a relational model
  • You will discover different ways to visualise the data


Introduction to self-service business intelligence and the Power BI suite of tools

  • Power BI Service, Power BI desktop and Power BI Mobile
  • Free versus Pro
  • 32 bit v 64 bit
  • Comparison with Excel Power Pivot tool
  • Overview of the various types of data that can be imported into Power BI
  • Preview of the example dashboard report we will create during the training

Getting started with Power BI Desktop and connecting to data sources

  • Desktop interface: overview of Ribbon and QAT
  • Connecting to various data sources (including Excel)
  • Use Query Editor to ‘clean’ and filter data, such as removing rows, find and replacing incorrect spellings, ‘unpivoting’ data
  • Refreshing data
  • Building the Data Model by creating relationships between the different data sources
  • Creating Calculated Columns within your Data Model
  • Saving a pbix file

Creating, formatting, moving and deleting Visualisations

  • Chart Visualisations (including bubble maps and gauges)
  • Card Visualisations
  • Matrix Visualisations
  • Table Visualisations
  • Map Visualisations
  • Adding Pages to your Reports
  • Including text boxes and shapes
  • Turning Interaction On or Off
  • Working with Filters (including slicers, field filters, Top N, page filters v report filters)
  • Record Grouping and Binning
  • Conditional formatting
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Intensive Courses from Happy

Intensive courses have been created specifically for those who need to learn a great deal of content at a faster pace. Each one is focused on increasing your productivity, and building a substantial expertise in just a single day. These courses will be longer, faster and more intensive than a standard classroom course. If you can keep up, the rewards will definitely be worth the effort.


The course runs 9:30am to 5:15pm (hot buffet lunch 1pm to 1:45pm). Please be careful to arrive by 9:15am for registration and refreshments. The course will start precisely on time and it may not be possible to go back over material missed by late arrivals. If you arrive over 20 minutes late you may be asked to leave and attend another day.

Please ensure you read our Terms and Conditions before booking for our payment terms and cancellation policy.


We want everyone to go away from our courses feeling as though they have learnt useful, practical skills that they can use straight away when they go back to work.

If you don’t feel that your training has been useful or if you are unhappy in any way, please just get in touch with our Customer Services team within 30 days of the course. We will be happy to offer you additional support and training free of charge to help you to gain the skills you need, or if you’d prefer, a full refund.

Your Course Trainer

Serena McCusker

Serena McCusker

Serena is an experienced IT trainer with a background as a business analyst. She has 20+ years’ experience of managing training projects, writing training materials and delivering customised workshops. A Microsoft certified and TPMA qualified trainer, Serena provides training to an advanced level for both private and public sector clients, specialising in data analysis. She has a relaxed, approachable style and makes even the most advanced topics easy to follow.