Power Bi Basic Custom Reports
Power BI is a suite of business analytics tools to analyze data and share insights. Power BI Desktop transforms your company’s data into rich visuals for you to monitor your business and get answers quickly with rich dashboards available on every device. This course is intended for people who want to use all the capabilities of the Power BI platform to build self-serviced business intelligence solutions.
| Duration | 2 days |
| Group Size | Up to 5 people per session |
| Prerequisite | Power BI Desktop Power Bi Pro License |
| Course type | Contact centre supervisor & IT |
| Training Room Prerequisites | Meeting Room TV/Projector PC/Laptop with Power BI |
| Remote Training Requirements | Sessions will be hosted using Microsoft Teams sessions |
| Note | This course should take place after a Go Live |
Course Content
Upon successful completion, delegates will be able to understand the following:
Students will learn:
- Anywhere 365 Power Bi Integration
- Power BI Desktop Features
- Power BI Concepts and Terms
- Manage Data Visualizations
- Manage DAX formulas
- Publish and Share Power BI Report
- Customize and Share Anywhere 365 Visualizations (Reports)
Power BI Desktop Introduction
- Get Power BI Desktop
- Overview and Terminology
- Imports
- Visualizations
- Filters and Queries
- Reports
- Power BI Personal Gateway
Data Sources
- Compatible Data Sources
- Get Data and Query Editor
- Direct Query vs Import Data
- Defining Hierarchies based on a single Table
- Set up and Manage Relationships between Tables
- Use Append Queries
- Merge Data Tables
Visualizations
- Creating Visualisations
- Colour Formatting
- Setting Sort Order
- Scatter and Bubble Charts
- Slicers, Timeline Slicers & Sync Slicers
- Cross Filtering and Highlighting
- Visual, Page and Report Level Filters
- Drill Up, Down and Through
- Hierarchies
- Reference / Constant Lines
- Tables, Matrices & Conditional Formatting
- KPI’s, Cards and Gauges
- Map Visualizations
- Custom Visuals
- Custom Report Themes
- Grouping and Binning
- Selection Pane and Bookmarks
Querying Data
- Query Editor
- Filters and Delimiters
- Transforms
- Pivot and Group By
- Creating Custom Calculated Columns
- Adding Conditional Columns
- Introduction to Data Analysis Expression (DAX)
- Histograms
Reports and Exports
- Personal vs App Workspaces
- Power BI Service
- Report Elements and Options
- Working with Pages
- Adding Graphics
- Report Level Filters
- Report Themes
- Export Power BI Data to CSV
- Create a Power BI Template
Sharing Content
- Sharing Dashboards with internal and External users
- Sharing content with Microsoft 365 groups
- Creating Power BI Apps
- Consuming Power BI Apps
- Using Publish to Web with Dashboards