Microsoft Power BI Service Download Course Outline

Duration: 2 days

Microsoft's Power BI is a cloud-based business analytics service that gives you a comprehensive view of your most critical business data. You can monitor the health of your business by creating rich interactive reports with Power BI Desktop and publish your reports to the cloud using  You can then create powerful interactive dashboards that can be accessed via native Power BI Mobile apps on tablets and smartphones.
By attending our 2-day Microsoft Power BI course, you will learn how to create the visualisations that allow you to stay up to date with the information that matters to you. 

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Workshop it!

This course can be run on-site with your data and customised to your specific requirements to help your team learn the features of Power BI and see the benefits building Dashboards and Reports with your information.

 Call us on 0800 0199 746  

Microsoft Power BI Service course content

Download a PDF course outline using the link at the top right.

What is Microsoft Power BI

  • Understanding the Power BI environment

Exploring Power BI Desktop

  • Working with the Fields and Visualisation Panes
  • Using Report View to create visualisations
  • Using Data View to sort and Format data

Understanding Data Sources in Power BI Desktop

  • Importing a variety of data sources into Power BI Desktop
  • Connecting to Excel Workbooks, Access Databases, CSV Files and other data locations.

Visualisations Workshop using Power BI Desktop

  • Adding visualisation to the Report Canvas
  • Understanding and controlling interactions between visualisations
  • Using Drill Down and Drill Through on visualisations
  • Creating and using Heirarchies
  • Importing custom visualisations
    (Course attendees can practice creating and designing a variety of the many interactive visalisations available in Power BI) 

Creating a Data Model in Power BI desktop

  • Understanding the Data Model
  • Using Relationship View
  • Creating Many-to-One relationships
  • Understanding Filter propagation

Introduction to DAX in Power BI Desktop

  • Exploring the importance of custom calculation within the Data Model
  • Creating Calculated Columns
  • Creating simple Measures to summarise data
  • Using CountRows and DistinctCount Functions
  • Advanced DAX functions: SUMX and CALCULATE
  • Creating a Date Table
  • Time Intelligence Functions

Using Queries in Power BI Desktop

  • Understanding the role of Queries in data import
  • Understanding Extract, Transform & Load (ETL)
  • Exploring a variety of data transformations
  • Working with Applied Steps
  • Using the Unpivot transformation
  • Appending CSV and XLSX files using Connect to Folder

Publishing to Power BI Service

  • Publish your Report to
  • Creating Dashboards
  • How to share your dashboard with people both inside and outside your organisation
  • Using Quick Insights
  • Using Q & A for interactive data searching. 

Importing Data into Power BI Service

  • Connecting to a variety of Cloud-based data sources, including OneDrive, Google Analytics, Azure SQL Databases and Websites.
  • Importing Data into Power BI Service

Apps & Groups

  • Benefits of using Apps and Groups
  • Creating Groups to restrict access to dashboards
  • Creating Organsiation Apps
  • Connecting to Cloud based Apps

Sharing your Dashboards & Content Packs

  • How to share your interactive Power BI Dashboards with people both inside and outside your organisation. 
  • Sharing using Power BI, Web, PowerPoint and others
  • Creating and Managing Content Packs

Data Refresh

  • Manually refreshing data
  • Installing and using the Personal Gateway
  • Installing and using the Enterprise Gateway
  • Creating a Scheduled Refresh

 Using Power BI on Mobile Devices

  • Understanding the mobile clients
  • Tablet Clients, Windows 10, Ipad and Android
  • Differences between Iphone, Ipdad and Android clients


During the course you will learn how to produce Interactive Dashboards as this example embedded below. Click on any element of the Dashboard to filter the entire dashboard by thet element.


 Call us on 0800 0199 746