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Microsoft 365 Power Bi Basic Custom Reports

Power BI is a suite of business analytics tools to analyse 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.

The 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 maximum
Prerequisite Power BI Desktop
Power Bi Pro License
Course type Microsoft 365
Training Room Requirements Meeting Room
PC/Laptop with Power BI per user
Remote Training Requirements Sessions will be hosted using Microsoft Teams
Attendees must have access to a PC/ Laptop that can access Microsoft Teams
Note This course should take place after Go Live

Course Content

Upon successful completion, delegates will be able to:

Students will learn:

  • Anywhere365® 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 Anywhere365® 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


  • 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

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