Microsoft 365 - Power BI Fundamentals

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

By actively participating in this course, you will learn about the following:

  • Understand Power BI concepts and main features.
  • Use data sources that are compatible with Power BI Desktop.
  • Connect to data.
  • Explore data visualisations.
  • Apply common query tasks to shape data in Power BI 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
  • Understanding Relationships

Lesson 3 - Working with Relationship View

  • 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
  • Geo-data, Categorisation and Maps
  • Clustering
  • Creating Role Based Views

Lesson 5 - Querying & Shaping Data

  • Filter
  • Pivot
  • Add Calculations

Lesson 6 - Reports and Outputs

Head Office

Skilltec Training

58 New George Street
City Centre
01752 227330

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Registered address: 58 New George Street, Plymouth, PL1 1RR