Power BI Desktop Fundamentals

This one-day remote learning 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.

This course is currently only available online, delivered through an interactive webinar via GoToTraining. See below for the course outline and upcoming dates.

Power BI Desktop Fundamentals - What you will learn

Course Overview

Currently all of our classroom sessions have been suspended until we receive further government guidance. We have converted this classroom course into an interactive webinar, delivered via GoToMeeting.

We have had to adjust the course content so it can be delivered online — please see below for the updated course outline.

 

This is a full-day course consisting of four 90-minute live online sessions with independent work and breaks in between. 

Session 1: 9:30 to 11:00
Session 2: 11:15 to 12:45
Session 3: 13:30 to 15:00
Session 4: 15:30 to 16:30

What you will learn

We start with a brief introduction to self service business intelligence and the Power BI suite of tools

  • Overview of the Power BI tools
  • 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

The main part of the morning looks at the Power BI Desktop, how to connect to data sources and ‘clean up’ data

  • Desktop interface: overview of Ribbon and the Report, Data and Model views
  • 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
  • Refreshing data
  • Saving a pbix file

An important part of the workshop is to understand Data Modelling, which includes:

  • How to build a simple Data Model by creating a relationship between two different data sources
  • How to create simple DAX measures for summary calculations

Next, we focus on creating, formatting, moving and deleting interactive visualisations including:

  • Charts
  • Tables
  • Slicers

And we finish by sharing tips on how to format your report including:

  • Applying and customising a theme
  • Including text boxes, shapes, a company logo and a background

A full PDF manual is provided, together with follow up exercises so that you can continue your learning.

What you will learn

By the end of this two-day classroom 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
    • COUNTX and COUNTROWS
    • CALCULATE with USERELATIONSHIP
    • SELECTEDVALUE and ISFILTERED
  • 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.

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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.

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What is it like to learn with Happy?

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

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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

For Live Online Interactive Learning sessions (webinars)

The course will run remotely for a full day consisting of four 90-minute live online sessions with independent work in between. 

All learners will need to either install GoToTraining on their machines or use the Web App in a browser (either Google Chrome and Microsoft Edge are supported). Full technical requirements are on the GoTo websiteYour link will be included in your joining instructions once you have booked your place — if you haven't received this email then please contact our team.

Learners should log into the training session 10 minutes before the start time to ensure that they have downloaded and set up GoTo correctly. The course will start precisely on time and it may not be possible to go back over material missed by late arrivals.

Your active participation is expected: everyone will be heard and seen throughout, just as they would be if we were in a room together. To be heard, hear and seen you will need a microphone, speakers and camera – if you have a modern laptop that’s all you will need. Remember, you’ll need a quiet place to call from and a decent internet connection is a must.

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

For classroom sessions

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

In light of the current Coronavirus outbreak we want all of our customers to be reassured that we are operating with a ‘business as usual’ approach, while still ensuring that we maintain the highest standards of Health and Safety.

We are monitoring the situation closely and are following all current Government guidelines. We ask that if you are attending a course here (or if we are sending a trainer to your location) that you do the same.

If you have recently visited an affected area please follow the self-isolation guidelines which can be found here.

We have extra hygiene measures in place which include (but are not limited to):

  • Anti-bacterial soap dispenser available in all loos
  • Hand sanitizer gel available in our café area and training rooms
  • Anti-bacterial surface cleaner and surface wipes available in all training rooms
  • Sanitising work surfaces in all training rooms at the start of the day (including sanitising all PCs and PC keyboards at the start of all IT courses)
  • Disposable plastic gloves are also available should you wish to use them during your visit

If you are unable to attend your course due to Coronavirus we have a number of alternative solutions we can offer you to still meet your training needs despite travel limitations – please get in touch with us to discuss a suitable solution. Potential solutions may mean sending a trainer to your location or delivering your training online.

If you are sick, have vulnerable health issues or are self-isolating do contact us. For this, we would be happy to rearrange your course at no extra cost or exchange the cost for vouchers. Vouchers at Happy are valid for 5 years from the date of issue.

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

Please speak to our friendly team if you have any further questions or concerns – we are available on 0207 375 7300 from 9am until 5pm, Monday to Friday.

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

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