Learn Power BI to create & collaborate on reports and visualisations. 

Our Power BI beginner course is your one-stop shop for all of the basics of Power BI. Not only will you learn how to create powerful interactive dashboards and custom reports, you will also be able to analyse data and share insights. With the skills you'll gain from this course, you'll be able to create dynamic dashboards that can be accessed on any device, allowing you to monitor your business and make data-driven decisions quickly and confidently. The power of data-driven decision-making has never been so easily accessible.

Introduction

• A history of Business Intelligence
• The development of Self Service Business Intelligence
• Introducing Power BI
• Introducing the three main tools – Power BI Service, Power BI desktop & Power BI Mobile
• When to use Power BI Desktop

Using Data from Excel

• Understanding your data
• Fact and dimension tables
• Creating tables for Power BI to connect to

Power BI Desktop

• Getting started
• Connecting to data
• Using Power Query Editor
• Data types
• Renaming columns and queries
• Navigating the main Power BI
• Desktop window
• The data model
• Create and delete relationships
• Modify data formats

Data Normalisation

• Normalising a dataset

Visualisations

• Overview of visualisations
• Create a column or bar chart
• Basic formatting of visualisations
• Focus mode
• Create a line chart
• Create a card visualisation
• Create a gauge visualisation
• Create a table visualisation
• Create a matrix visualisation

From Visualisations to Reports

• Adding and naming report pages
• Re-using visualisations
• Text boxes and other visual elements

More Visualisations

• Create a treemap visualisation
• Create pie or donut chart visualisations

Using Visual Interactions

• Introducing Visual Interaction
• Turning Interaction On or Off
• Interacting by Filtering, Highlighting or None

Working with Filters

• Slicers
• Slicers and the data model
• The Filters pane
• Visual filters
• Creating a Top N filter
• Filter an entire page
• Filter an entire report

Spatial Visuals

• Create a map visualisation
• Create a filled map visualisation

Q & A and Analysis

• Analyse data in a visual

Custom Visuals

• AppSource Power BI visuals
• Chiclet slicer
• Import chiclet slicer
• Use images on the chiclet slicer
• Play axis dynamic slicer

Publish to Power BI Service

• Power BI Service layout
• Create a new report

Create Dashboards

• Reports to dashboards
• Create a new dashboard
• Pin visualisations from other pages and reports
• Pin an entire report page
• Quick Insights
• Related Insights
• Other tiles
• Add an image to a dashboard
• Add web content to a dashboard
• Add video to a dashboard
• Add a text box to a dashboard

Working with Dashboards

• Renaming dashboards
• Favourite dashboards
• Dashboard actions
• Duplicate a dashboard
• Print dashboard
• Refresh dashboard tiles
• Performance inspector
• Settings
• Dashboard themes
• Arrange a dashboard for mobile use
• Generating alerts from cards and KPIs

Refreshing Data

• Refreshing data in Power BI Desktop
• Refreshing local data from Power BI Service
• Refreshing data from the cloud from Power BI Service

Share Reports and Dashboards

• Sharing reports
• Sharing dashboards
• QR codes

Getting Help

• Official Microsoft sources
• Other sources
• Working with Formats in a Visualisation
• Axes
• Data labels
• Titles
• Sizing and alignment
• Data colours, backgrounds, borders and shadows

Power BI Mobile

• Installing the Power BI mobile apps
• Interacting with reports and dashboards on a mobile
• Favourite dashboards
• Interacting with reports
• Annotating reports
• Sharing a dashboard
• QR Scanner

Data Samples

• Viewing data samples
• Working through the Retail Analysis Sample Pack

Private/ Group Enrolments:
This course is available for individual enrolment and Private classes (min 10 students). Please contact Lumify to organise a quote.

What do I need to know to attend?

• No prior Power BI experience needed - this is an introduction course.
• Basic understanding of data and visualisation concepts (charts, figures)
• Intermediate Excel usage (create Excel Tables and have knowledge of Pivot tables)
• Knowledge of business Intelligence is an advantage but not necessary to benefit from the course
• Attendees are encouraged to try out Power BI before attending, however also not necessary

Learning Outcomes

• Understand self-service Business Intelligence
• Build informative dashboards
• Create many different visualisations
• Run “Quick Insights” on a dashboard
• Create interactive visuals
• Design Mobile friendly Dashboards
• Build a data model
• Expand Datasets

none