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Power BI

Essentials

The Power BI Essentials course provides a thorough introduction to Microsoft Power BI, emphasising practical skills through hands-on work with Excel spreadsheets. Participants will become familiar with the key products and features of Power BI, essential for creating effective Business Intelligence solutions.

About this Power BI Course:

Power BI Essentials is a beginner-friendly Power BI course which offers a complete, in-depth introduction to the Microsoft Power BI tool by providing hands-on experience using Excel spreadsheets. During this course, users will be introduced to Power BI products and features essential to develop a BI solution. 

This Power BI course also bridges the gap between Excel and Power BI and lays the foundation for advanced courses. We offer this course both in online and in-person formats. 

Prerequisites:

The course is suitable for people having a basic experience in Excel. Prior knowledge of Power BI or any other reporting tool is not required. However, familiarisation with business terminologies such as revenue and profit is a plus.

Who should take this Power BI course?

This is a basic Power BI course and is suitable for Excel users who want to develop a fully interactive and visually appealing BI solution. It is also suitable for SQL (or similar database) users who want to enhance their reporting by using state-of-the-art BI tools.

TRUSTED BY TOP COMPANIES

We’re proud to have trained employees from some of the most renowned companies in
the UK. Here’s a glimpse of companies we have had the honour to train:

Upcoming Dates

July

Date Day Training Mode
01/07/24 Mon Online/Classroom
08/07/24 Mon Online/Classroom
15/07/24 Mon Online/Classroom
22/07/24 Mon Online/Classroom
29/07/24 Mon Online/Classroom
Please contact us for further dates

August

Date Day Training Mode
05/08/24 MonOnline/Classroom
12/08/24 Mon Online/Classroom
19/08/24 Mon Online/Classroom
21/08/24WedOnline Live
26/08/24 Mon Online/Classroom
Please contact us for further dates

September

Date Day Training Mode
02/09/24 Mon Online/Classroom
09/09/24 MonOnline/Classroom
16/09/24 Mon Online/Classroom
23/09/24MonOnline/Classroom
30/09/24 Mon Online/Classroom
Please contact us for further dates

October

Date Day Training Mode
07.10.24 MonOnline/Classroom
14.10.24 MonOnline/Classroom
21.10.24 Mon Online/Classroom
23.10.24WedOnline/Classroom
28.10.24 Mon Online/Classroom
Please contact us for further dates

November

Date Day Training Mode
04.11.24 Mon Online/Classroom
11.11.24 MonOnline/Classroom
18.11.24 Mon Online/Classroom
20.11.24 WedOnline/Classroom
25.11.24 Mon Online/Classroom
Please contact us for further dates

December

Date Day Training Mode
02.12.24 Mon Online/Classroom
03.12.24 Tue Online/Classroom
09.12.24 Mon Online/Classrom
10.12.24TueOnline/Classroom
16.12.24 Mon Online/Classroom
Please contact us for further dates

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Power BI Essentials Course Outline

Unit 1: Understanding Business Intelligence

✅ Why is Data Analytics Important?

✅ Why is the conventional Data Analysis Process inefficient?

✅ What is Business Intelligence?

✅ Steps & concepts involved in Business Intelligence

✅ Other BI Tools in the Market

✅ What is Self-Service BI?

✅ Power BI (Desktop Vs Mobile Vs Service)

✅ Licenses (Free Vs Pro Vs Premium)

✅ What makes Power BI different from other BI Tools?

✅ Frequent Updates and Changes

✅ BI Steps in Power BI

✅ Languages Involved in Power BI (Power Query, DAX, R)

✅ Setting up Office 365 Enterprise E3 trial account

✅ Signing up for Power BI

✅ Upgrading to Power BI PRO

✅ Downloading Power BI Desktop

✅ Understanding Power BI Navigation

✅ Exploring Different Data Sources in Power BI

✅ Getting Data from the Web

✅ Getting Data from Azure SQL Database

✅ Getting Data from Azure SQL Database using SQL statement

✅ Getting Data from Access File

✅ Getting Data from Excel

✅ Navigating Query Editor

✅ What is Query?

✅ What is Data Transformation?

✅ Removing empty rows

✅ Removing irrelevant Columns

✅ Renaming Columns

✅ Changing Data Types

✅ Duplicating Columns

✅ Splitting Columns

✅ Merging Columns

✅ Correcting Spelling Mistakes

✅ Changing cases

Trimming & Cleaning

✅ Exploring Applied Steps

✅ Introducing the idea of repeatable workflows

✅ Updating Applied Steps

✅ Deleting Applied Steps

✅ Renaming Applied Steps

✅ Understanding the Code behind every step

✅ Automating Data Transformation process via repeatable workflows

✅ Exploring Advanced Editor

✅ Loading and Applying Data

✅ Understand Navigation of Relationship view

✅ What is Data Model?

✅ What is a unique Identifier?

✅ Creating a new relationship

✅ Editing a relationship

✅ Updating a relationship

✅ Understanding Cardinality

✅ Understanding Cross Filter Direction

✅ Why is Data Model more efficient than a Flattened Data Set?

Unit 8: Introduction to DAX

✅ What can we calculate using DAX?

✅ What is Calculated Columns and Calculated Measure?

✅ How is DAX different from Excel Functions?

✅ Calculating a column using DAX

✅ Calculating a measure using DAX

✅ Formatting Data types

✅ Changing property of a Data Type

✅ Understand Navigation of Report View

✅ Creating a Bar Chart

✅ Formatting a Bar Chart

✅ Changing Chart Type

✅ Creating and Formatting a Column Chart

✅ Creating and Formatting a Line Chart

✅ Creating and Formatting a Pie Chart

✅ Creating and Formatting a Tree Chart

✅ Creating and Formatting a Card

✅ Creating and Formatting a Matrix

✅ Creating and Formatting a Table

✅ Creating and Formatting BubbleMap Visualization

✅ Creating a Filled Map Visualization

✅ Getting Custom Visuals from the Store

✅ Creating Sankey Chart

✅ Creating Radar Chart

✅ Understanding Visual Interaction

✅ Turning visual interaction on and off

✅ Cross Filtering through visuals

✅ Creating a slicer

✅ Visual level filter

✅ Page Level Filter

✅ Report Level Filter

✅ Drill through the filter

✅ Top N Filter

✅ Getting Custom Slicer From the Store

✅ Creating Enlighten Word Flag Slicer

✅ Creating Chiclet Slicer

✅ Inserting Images in Chiclet Slicer

✅ Exploring visual options (focus mode, show data, spotlight, export)

✅ Create and Duplicate New Pages

✅ Create images, text boxes, and shapes.

✅ Switch between phone and web layout

✅ Save the report

✅ Print the report

✅ Publish report to Power Bi Service

Unit 15: Power BI service Features

✅ Log in to Power Bi Service

✅ Understand Navigation

✅ Opening and editing your report in the Power BI service

✅ Publishing to the web

✅ Converting report to a PowerPoint

✅ Generating a QR Code

✅ How to get Data directly into Power Bi Service

✅ Importing Data Vs Uploading Data

✅ Pin visuals from the report to the dashboard

✅ Difference between report and dashboard

✅ Why visual interaction isn’t supported in Dashboards

✅ Resizing and moving a visual

✅ Creating a video tile

✅ Creating an image tile

✅ Applying alert on the Card

✅ Pinning complete report to Dashboard

✅ Customizing dashboard for mobile view

✅ Sharing dashboard with colleagues

✅ Viewing Shared Reports

✅ What is NLQ and why is it a breakthrough?

✅ Create a Card using NLQ.

✅ Create a Table Using NLQ

✅ Create Bar Visual Using NLQ

✅ Pin the visuals directly to your dashboard.

✅ Installing the Add-in

✅ Activating this Add-in in Excel

✅ Connect your Excel Workbook with Power BI

✅ Pin a chart from Excel to Power BI Dashboard

✅ Pin a pivot table from Excel to Power BI Dashboard

✅ Update the Chart in Power BI Dashboard from Excel

✅ What is the Quick Insight Tool?

✅ How to create quick insights into a dataset

✅ Explore visuals created by this option.

✅ Pin a visual to the dashboard.

✅ Getting the Sample reports and Dashboard

✅ How samples are very helpful?

✅ Editing sample reports and dashboard

✅ Downloading the power bi mobile app and logging in

✅ Understand Navigation

✅ How to see underlying reports

✅ Annotate visuals and share using other apps.

✅ How to see our dashboard

✅ How to see the dashboard shared with us

✅ See report using QR scanner.

✅ Exploring mobile sample reports

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Course Manual

Our training is complemented by a thorough course manual that covers every aspect of Power BI, from its basic features to advanced analytics. These manuals are crafted keeping the user’s perspective in mind, offering step-by-step guides, tips, and practical examples. Whether it’s about data modelling, visualization techniques, or advanced analytics, the manual is your go-to resource.

Flexible Study
Modes

Pick the learning style that suits you best with our Flexible Study Modes. You can join our live online sessions for easy and flexible learning or enjoy the hands-on experience at our classroom locations. For teams looking for a tailored approach, we also provide on-site training at your location, bringing personalised Power BI expertise directly to your company.

Free Class Re-
Sit

To ensure thorough understanding and retention, we offer participants the opportunity to re-sit the same class free of charge. This not only reinforces the learning but also provides a chance to clear any lingering doubts. It’s our way of guaranteeing that you’re completely confident in applying your Power BI knowledge in real-world scenarios.

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