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Microsoft Power BI Desktop

Course overview

On completion of this course, delegates will be able to report on and present data stored in a variety of external data sources.

Course duration

2 days

Delivery method

Flexible (Online/Classroom)


Open participant course: £390 per person - maximum 10 people

Closed company course: £2,000 per course - maximum 10 people

Suitable for

Those who need to exploit the full potential of information stored in a variety of data sources and report and present visualisations to other users.

Learning outcomes

By the end of the course, you will be able to model connected data to produce and share reports with others. You will be able to create connections to data sources and transform the information to present visually rich and complex reports.

Course content

Getting Started with Power BI:

  • The Power BI interface
  • Opening, creating and saving reports
  • Data source types
  • Local and remote connections

Working with the Query Editor:

  • The query editor window
  • Loading data

Transforming Data:

  • Creating and managing columns
  • Reducing rows and applying filters
  • Cleansing and replacing values
  • Sorting and grouping data

Editing Queries:

  • Query step settings
  • Refreshing data
  • Duplicating queries
  • Merging and appending queries

Using Multiple Data Sources and Relationships:

  • Related data sources
  • Creating relationship in Power BI
  • Managing relationships
  • Working in model view.

Creating Query Calculations:

  • Using formulas
  • Creating custom columns
  • Modifying query functions
  • Advanced query editing

Power BI Calculations:

  • Creating calculated columns in Power BI
  • Using Power BI functions
  • Calculated measures
  • Using hierarchy groups

Using Visualizations:

  • Visualization types
  • Creating and arranging visualizations
  • Adding visualization fields
  • Slicer visuals
  • Formatting visualizations
  • Additional report content

Viewing Report Data:

  • Applying visualization and page filters
  • Data drill-through
  • Grouping data
  • Creating spotlights and focus
  • Using report bookmarks

Publishing and the Power BI Service:

  • Signing into Power BI
  • Publishing a report
  • Power BI service structure
  • Using workspaces
  • Power BI dashboards
  • Sharing dashboards and reports

Course requirements

This course can be delivered remotely or in a classroom environment, to suit your requirements.

Attendees should have an understanding of working with data sources and using Microsoft Excel functions and formulas. A working knowledge of related databases is also desirable but not essential.

Attendees must have the following equipment to attend this training remotely:

  • PC or laptop with a microphone and speakers (webcam is preferred but not essential)
  • Access to the internet and web browser application (e.g. Google Chrome)
  • Microsoft Excel installed on the PC or laptop
  • An email account for file sharing
  • A second screen is ideal but not essential


For more information about this course please contact us.

Queens Court Regent Street Barnsley South Yorkshire S70 2EG
Tel: 01226 216760 | Email: |

These course details were downloaded on 20/04/2024

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