Microsoft 365 - An Introduction to PowerBI

Course Code: M365PBI   Duration: 1 Day   Price: £395+VAT

This course is intended for business users and knowledge workers in a variety of roles and fields that wish to produce visually compelling and informative dashboards of their business's performance data.


This is an introductory course on this topic and  is designed for users who work predominantly with business data and want to go beyond the capabilities of Excel

Learning Objectives

On completion of this course you will be able to:

  • Understand PowerBI concepts and main features.
  • Use data sources that are compatible with PowerBI Desktop.
  • Connect to data.
  • Explore data visualisations.
  • Apply common query tasks to shape data in PowerBI Desktop.
  • Create and publish reports.

Prior knowledge of basic Excel functionalities would be beneficial.

Course Contents

Lesson 1 - Getting Started with Power BI

  • Concepts and Overview
  • Introduction to Main Features
    • Imports
    • Visualisations
    • Filters and Queries
    • Reports

Lesson 2 - Connect to Data Source

  • Data Sources Power BI will connect to
  • Data Types - Data Behaviours
  • Importing and Entering Data - Creating Tables
  • Get Data and Query using Editor
  • Combining Data Sources as a mash up
    • Merge Queries
    • Append Queries

Lesson 3 - Working with Relationship View

  • Understanding Relationships
  • AutoDetect
  • Create using AutoDetect
  • Create Relationships Manually
  • Edit
  • Cross Filter
  • Join Types

Lesson 4 - Visualisations

  • What's Available
  • Create a quick Visualisation
  • Table and Matrix Visualisation
  • Conditional Formatting
  • Charts
    • Types
    • Create a Chart Visualisation
    • Analytics
    • Forecast
    • Create a KPI Visualisation
  • Slicers
  • Drill Visualisation
  • Clustering
  • Creating Role Based Views
  • Geo-data, Categorisation and Maps

Lesson 5 - Querying & Shaping Data

  • Filter
  • Pivot
  • Add Calculations

Lesson 6 - Reports and Outputs