Power BI: Hands-On Reports and Dashboards Training

Connect to multiple data sources and prepare the data for reporting

Connect to multiple data sources

• View original data in Excel
• Connect to a CSV file in Power BI
• Connect to an Excel file from Power Query
• Connect to a file folder and combine CSV files from Power Query
• Hands-on Exercise – Connect to multiple data sources

Adjust and Prepare Data in Power Query

• Overview Power Query Interface
• Rename Tables
• Fill in missing data
• Split Columns by Delimiter
• Add a column with Columns by Examples
• Change Data Types
• Remove top or bottom rows
• Transpose a table
• Append Data to bring two tables together
• Filter rows
• Hands-on Exercise – Connect to multiple data sources

Explore the data with visuals and build a data model enhanced by calculations.

Overview of Power BI Views

• Implement Visuals
• Insert and configure visuals
• Show data as tables

Model Data

• Overview of relationship types
• Relate tables in the Model View
• Add a calculated column to handle many to many relationships.
• Hands-on Exercise – Data Modeling and Exploration

Explore the data with Filters

• Examine Top N Filter with visuals
• Leverage custom groups in visuals
• Filter the page with values from a custom group
• Implement a slicer to filter the page

Examining data with Hierarchies and Cross Filtering

• Discover insights with automatic Date Hierarchies
• Add custom Hierarchy groups
• Explore Cross Filtering Visuals
• Edit interactions between Visuals
• Hands-on Exercise – Edit Interactions, Slicers, and Hierarchies

Enhance the Data Model with a Date Table

• Implement a date table for time intelligence formulas
• Relate the Date table to the sales table
• Adjust Hierarchies to use the date table
• Hide key fields not used in reporting

Refine the data model with Measures

• Change the formula used in an implicit measure – Show Values as
• Design an explicit measure
• Find out the total from last year with CALCULATE and SAMEPERIODLASTYEAR Functions
• Add a percent change measure using the DIVIDE Function
• Hands-on Exercise – Date Calendars and DAX formulas

Tell the data story, format visuals to gain insights into the data, and publish the report to Power BI Service.

Visualize and format visuals to present insights

• Conditional Formatting

Return to Power Query to make changes and refresh data

Arrange visuals to tell the Data story

• Format slicers with URL images
• Apply a combo clustered column chart to show the variation of time and comparison between dates
• Add a Gauge visual to show Total Revenue vs. Last Year’s sales
• Hands-on Exercise – Format Visuals and Update Data

Finishing Touches

• Discover themes to change the look of a report
• Import a custom corporate theme
• Refine the page background with a jpg graphic
• Add a Title and Logo
• Find an automated slicer from AppSource
• Hands-on Exercise – Finishing Touches
• Bonus: Try out a bookmark to store filters on the page and create a slide show

Implement a dashboard online. Define a custom workspace to store, share and collaborate on reports.

Define terminology and explore Dashboard designs to handle multiple reports

• Tour of Online Menus and Workspaces
• Add a custom Workspace
• Publish reports to the Workspace

Implement a Dashboard to access more than one report

• Pin report items to a Dashboard
• Configure the Dashboard for a Web page
• Configure the Dashboard for the Phone
• Hands-on Exercise: Dashboards

Publish Workspace to an App

• Hands-on Exercise – Create an App

Bonus: Access the new app on Power BI Mobile with your phone