Beginner Power BI Desktop Core Level 1

This 1 day workshop is an introduction to Power BI Desktop, the Microsoft tool that enables data from various sources to be ‘mashed together’ to create insightful reports.

Delegates do not need any prior knowledge, although advanced Excel users are the typical audience.

What You Will Learn on Happy's Power BI courses

Course overview

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

If you want to expand your knowledge after taking this course, please see our Intermediate Power BI Desktop Level 2 training course.

Course timetable

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

  • Overview of the tools
    • Power BI Service, Power BI desktop & 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
  • Use Query Editor to ‘clean’ and filter data, such as removing rows, find and replacing incorrect spellings, splitting data into separate columns
  • Saving, editing and deleting queries
  • Saving, editing and deleting with query ‘Steps’
  • Creating Calculated Columns using Power Query
    • Date calculations including Date.IsInCurrentMonth
      If then else
  • Refreshing data
  • Saving a pbix file

Data Modelling

  • Building the Data Model by creating relationships between the different data sources
  • Grouping/binning data
  • Creating and using hierarchies
  • Creating simple DAX measures for summary calculations

Creating, formatting, moving and deleting Visualisations

  • Chart Visualisations
  • Table Visualisations
  • Matrix Visualisations
  • Map Visualisations
  • Turning Interaction On or Off

Apply filters

  • Working with Filters (including slicers, field filters, Top N, page filters)

Formatting and filtering your report

  • Adding Pages to your Reports
  • Applying a theme
  • Including text boxes, shapes, a company logo and a background
  • Working with Filters (including slicers, field filters, Top N, page filters v report filters)
  • Introduction to conditional formatting
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What is it like to learn with Happy?

Our facilitators make learning interactive and fun. In this video, Maureen delivers a session on Formulas and Functions in Excel at Happy's HQ in London.

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See our available course dates, or contact us for bespoke options.

Beginner Power BI Desktop Core Level 1
There are currently no upcoming course dates available. Please contact our team on 020 7375 7300 or email to enquire and find out availability for private groups.

Please note that your booking is not secured until you check out.

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020 7375 7300

Why choose Happy?

  • Award-winning learner-focused approach
  • Small class sizes to give personal one-to-one support
  • Two years of free support after your course
  • Private group options available
  • No quibble money-back guarantee on all courses

The Small Print

The course will run from 10am to 4:45pm (hot buffet lunch 1pm to 1:45pm). Please be careful to arrive by 9.45am 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 30 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.

The happy Guarantee

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.

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