Power BI Desktop Fundamentals

This popular two-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.

Learners do not need any prior knowledge, although advanced Excel users are the typical audience and to get the most from the workshop it helps if you are familiar with VLOOKUP formulas and Pivot Tables in Excel.

Please contact us if you require a condensed one-day workshop for your organisation.

This course can be delivered in the classroom or remotely via GoToTraining. Contact us for availability and pricing, or see our Live Online Learning page for our interactive 90-minute webinars that cover specific sessions. 

Power BI Desktop Fundamentals - What you will learn

Course Overview

What you will learn

By the end of this two-day workshop you will be able to:

  • Create a data model by importing data from various sources
  • Use the query editor to clean and transform data
  • Insert calculated columns using “M” functions
  • Understand and manage data relationships
  • Create and edit hierarchies
  • Create an interactive drill through report with charts, tables and slicers
  • Create and edit Measures (DAX aggregate functions)
  • Publish your Power BI report

If you want to expand your knowledge after taking this course, please see our one-day Power BI Desktop Next Steps course.

Course Timetable

Day One

Session 1

The workshop begins at 10am and starts with an introduction to self-service business intelligence and the Power BI suite of tools:

  • Brief overview of the tools
    • Power BI Service, Power BI Desktop & Power BI Mobile
    • Comparison with Excel Power Query and Power Pivot tools
  • Overview of the various types of data that can be imported into Power BI
  • Preview of the example report we will create during the training

Session 2

During the first morning we will explore the desktop interface and become familiar with connecting to different data sources whilst creating our first interactive example report:

  • Desktop interface: Report, Data and Model views, Visualizations panel, etc
  • Connecting to various data sources and understanding the difference between Direct Query and importing data
  • Using Query Editor to profile the data (check distinct and unique values, etc) then clean and filter data, such as removing rows, find and replacing values, splitting data into separate columns
  • Editing, renaming and deleting the applied steps
    • Creating calculated columns including the Column by example tool
  • Formatting chart visualisations including adding data labels and hiding axis
  • Formatting table and matrix visualisations including applying conditional formatting
  • Saving a pbix file

Session 3

During the first afternoon we will understand how to refresh data and deal with common issues such as source data being renamed, moved and changed. We will then focus on how best to design a report:

  • 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)
  • Creating drill through pages
  • Using the selection pane effectively
  • Turning interactions (cross high lighting) on or off
  • Grouping visualisations

We will also create our first DAX measures.

Day Two

Session 1

To start the second day, we will learn more about modelling data in Power BI:

  • Append, merge and reference queries
  • Building the Data Model by creating relationships between the different data sources
  • Creating calculated columns in the model v. Power Query
  • Creating and using hierarchies
  • Using Enter Data to create a parameter table

Session 2

An important focus of day two is the creation of a Date Table

  • Change setting for auto dates
  • Create a date table using ‘M’
  • Sorting columns correctly (date order rather than alphabetically)
  • Date hierarchy drill down charts
  • Create active and inactive relationships between the date table and your transaction data
  • Relative date slicers

Session 3

We will continue learning DAX:

  • Understanding Implicit and Explicit Measures
  • Organising your measures into one ‘folder’
  • Creating some useful DAX functions including
  • Using DAX aggregate functions in visualizations
  • Using DAX measures to create custom report titles

Session 4

We will finish the workshop by considering how to share the report:

  • Save as PDF
  • Overview of publishing to Power BI Service workspace and viewing your published report

Please contact us if you require a condensed one-day workshop for your organisation.

This course can be delivered in the classroom or remotely via GoToTraining. Contact us for availability and pricing, or see our Live Online Learning page for our interactive 90-minute webinars that cover specific sessions. 

3 out of 5 stars

The room was not ready with the screen project. Did not start until 11am. Find it difficult to understand Edo at times. I think the course was rushed.

Trusted Customer3 days ago

Group Learning Events

If you have three or more learners, a private group course could be cheaper.

We can tailor the content to your team, and host the training remotely, at your workplace or here at Happy's HQ in Aldgate, Central London.

Find out more

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.

Power BI Desktop Fundamentals
There are currently no upcoming course dates available. Please contact our team on 020 7375 7300 or email happy@happy.co.uk to enquire and find out availability for private groups.

Please note that your booking is not secured until you checkout. All prices listed in the shopping cart are excluding VAT.

If you are booking at a discounted rate (for example, if you are from a charity), you will see this on the final stage of the shopping cart after you have set up your account or logged in. Discount codes can also be added on this final page.

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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

This course will run from 10am to 4:45pm (lunch is served 1pm to 1:45pm — we offer a choice of 3 cold bowl dishes) on both days. 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 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.

Coronavirus Update

Due to current government guidelines we have temporarily closed our training centre in London. All of our staff are now working remotely, and all classroom training has been postponed until 29th May.

We have developed a fantastic range of interactive webinars delivered by our experienced facilitators, Live Online Learning. We understand that for many people this will be the first time that they have worked from home and so we have developed short 1.5-2 hour sessions to help you adjust to this new situation. You can see details of our IT Skills live online learning sessions here and our Personal Development sessions here – or we can adapt any of our classroom training into webinar format for you.

For the latest government guidance, please visit the gov.uk website.

We will continue to monitor the situation and will advise all clients if the situation changes.

If you have any questions or concerns, or would like to arrange some online training, our friendly team are available Monday to Friday, 9am to 5pm. You can leave a message on 020 7375 7300 or email us at hello@happy.co.uk.


Your post-course support package

  • 2 years of free access to our IT Helpline
  • Unlimited access - call or email our team as often as you need
  • Ask about any content covered on your course
  • Included in the price of our training sessions

happy learners

Did you know...

...Power BI breaks the mould of traditional BI development and makes the analytics process easier and more flexible?

Power BI saves a lot of time and labour and makes sharing super simple. Power BI has its own desktop app, but is also built into Excel. Take a look at Happy's other training courses in Power BI and data analysis.

Power BI Desktop Next Steps to build on the knowledge learned on the Fundamentals course, with more focus on DAX calculations, in particular Time Intelligence. Find out more

Introduction to Power Query to enable you to import, tidy up and transform data, and output a workable, clean data set for analysis. Find out more

Introduction to Power Pivot to enable you to analyse, visualise and report on large amounts of data. Find out more. Find out more