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Microsoft Power BI Level 1

This 1 day course provides a comprehensive introduction to Power BI Desktop, covering essential features such as creating dashboards, reports, and visualisations. You'll learn to connect to various data sources, including Excel, SharePoint, and cloud services, and explore data visualisation techniques like matrix tables and interactive slicers. The course also delves into transforming and shaping data using Power Query Editor, modelling data relationships, and publishing your work to PowerBI.com for sharing and collaboration. This foundational course equips you with the skills needed to effectively use Power BI for data analysis and reporting.

This course is designed for new or existing basic users of Power BI. 

  • Understanding Power BI Desktop features and uses
  • How to connect to a variety of data sources
  • Manipulate data with Power Query
  • Create exciting data visualisations
  • Publish to Power BI.com and create shareable dashboards
  • Learn shortcuts, tips and expert advice in a hands-on environment

LESSON 1: Getting started with Power BI Desktop

  • Power BI Desktop Vs Power BI Service
  • Overview demonstration of concepts
  • Overview of main features:
    • Creating Dashboards
    • Reports
    • Data
    • Modelling data
    • Visualisations
    • Publishing to Power BI Service

LESSON 2: Data Sources

  • Connecting to Excel files
  • Connecting to SharePoint, OneDrive, Outlook, Microsoft 365 and other cloud services
  • Connecting to databases inc. Access and SQL
  • Connecting to Google Analytics, Facebook, Salesforce, Adobe, Mailchimp, Stripe, QuickBooks, and more
  • Refreshing and synchronising data
  • Working with relationships

LESSON 3: Data Visualisations

  • Matrix tables
  • Charts
  • Interactive Slicers
    • Date timelines
    • Number slicers
  • Geographic data and maps
  • Drill Visualisations
    • Hierarchy
    • Levels
  • Visualisation interactions in reports
  • Importing Marketplace custom visualisations
  • Q&A

 

LESSON 4: Transforming and shaping data

  • Overview of Power Query Editor
  • Transforming data
    • Data type
    • Unpivoting columns
    • Delimiting
    • Combining and merging
  • Cleaning and trimming data
  • Calculated columns using DAX
  • Basic Measures

LESSON 5: Modelling data

  • Overview of relationships
    • Primary / foreign keys
    • Cardinality
  • Creating, editing, and managing relationships within Power BI Desktop
  • Importing existing relationships from relational databases
    • Autodetecting

LESSON 6: Publishing to Power BI Service

  • Linking / live synchronising with data sources held in the cloud
  • Creating Dashboards
  • Sharing Dashboards
  • My Workspace
  • Creating Insight reports
Prices below are for scheduled courses held in our Edinburgh Training Centre or Live Virtual Classroom. Major discounts available for onsite or private courses: click General Enquiry button below to enquire about private courses.
Group discount
1 place £ 350 n/a
2 places £ 700 n/a
3 places £ 1050 £ 956
4 places £ 1400 £ 1260
5 places £ 1750 £ 1558
6 places £ 2100 £ 1848
7 places £ 2450 £ 2132
8 places £ 2800 £ 2408