Fully Customizable Courseware For Trainers
Microsoft Power BI
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The Microsoft Power BI collection of software, apps, and services helps analyze your organization’s data and uncover insights
and trends. This course will show you how to link and model data in Power BI and create visual reports that reveal data insights.
Although the Power BI desktop client will be the primary focus, an introduction to the Power BI web app will also be provided.
This training course will guide students through a series of lessons that include:
- The purposes and basic functions of the core Power BI components
- Using the Power BI desktop client and web app
- Connecting to a data source using either the Power BI desktop client or the web app
- Modeling data
- Creating reports and visualizations
Each Velsoft course package comes complete with all the customizable tools you need to deliver a comprehensive training session;
including instructor guide, student manual, quick reference guide, and PowerPoint presentation.
About This Course
Course Prerequisites
Course Overview
Course Objectives
How To Use This Book
Lesson 1: Getting Started
TOPIC A: An Introduction to Power BI
What is Power BI?
The Building Blocks of Power BI
The Power BI Desktop Interface
Important Information About Power BI Updates
Activity 1-1: An Introduction to Power BI
TOPIC B: Working with Power BI Desktop Files
Opening Files
Saving Files
Creating a New File
Publishing to the Power BI Web App
Activity 1-2: Working with Power BI Desktop Files
TOPIC C: Connecting to Data Sources with Power BI Desktop
Connecting to an Excel Workbook
Connecting to an Access Database
Viewing All Connection Options
Creating a Manual Dataset
Managing Data Sources
Activity 1-3: Connecting to Data Sources with Power BI Desktop
TOPIC D: Creating a Report with Visualizations
Using the Visualizations Pane
Using the Fields Pane
Creating a Visualization
Interacting with Visualizations
Changing the Visualization Type
Moving and Resizing Visualizations
Activity 1-4: Creating a Report with Visualizations
TOPIC E: Doing More with Visualizations
Formatting Visualizations
Viewing Visualization Data
Using Focus Mode and Spotlight
Removing a Visualization
Activity 1-5: Doing More with Visualizations
Summary
Review Questions
Lesson 2: Working with Data
TOPIC A: Transforming and Sanitizing Data
Using Data View
Cleaning Irregularly Formatted Data
Managing Columns
Sorting Table Data
Activity 2-1: Transforming and Sanitizing Data
TOPIC B: Using the Query Editor
Opening the Query Editor
The Query Editor Interface
Using the Query Settings Pane
Using Merge Queries
Using Append Queries
Activity 2-2: Using the Query Editor
TOPIC C: Data Modeling
What is DAX?
Creating a New Table
Creating a New Calculated Column
Creating a New Measure
Activity 2-3: Data Modeling
TOPIC D: Managing Relationships
Using the Relationships View
Creating Relationships
Editing Relationships
Deleting Relationships
Using the Manage Relationships Dialog
Activity 2-4: Managing Relationships
Summary
Review Questions
Lesson 3: Working with Reports and Visualizations
TOPIC A: Managing Report Pages
Navigating Through Pages
Showing and Hiding Pages
Adding Pages
Deleting Pages
Renaming Pages
Changing Page Order
Activity 3-1: Managing Report Pages
TOPIC B: Changing Report View Options
Setting Page View Options
Customizing Your View
Using Phone vs. Desktop Layout
Activity 3-2: Changing Report View Options
TOPIC C: Working with Visualizations
Understanding Drillthrough Options
Changing Category and Summarization Options
Arranging Visualizations
Editing Interactions
About Custom Visualizations
Activity 3-3: Working with Visualizations
TOPIC D: Adding Static Objects to a Report
Inserting Pictures
Inserting Text Boxes
Inserting Shapes
Working with Static Objects
Activity 3-4: Adding Static Objects to a Report
Summary
Review Questions
Lesson 4: A Closer Look at Visualizations
TOPIC A: Matrixes, Tables, and Charts
Creating a Table
Creating a Matrix
Overview of Chart Types
Creating Charts
Activity 4-1: Matrices, Tables, and Charts
TOPIC B: Maps
Creating a Treemap
Creating a Bubble Map
Creating a Filled Map
Activity 4-2: Maps
TOPIC C: Cards, Gauges, and KPIs
Creating a Card
Creating a Gauge
Creating a KPI
Activity 4-3: Cards, Gauges, and KPIs
TOPIC D: Slicers
Creating a Slicer
Using Slicers
Customizing Slicer Display
Changing Slicer Mode
Changing Slicer Orientation
Activity 4-4: Slicers
Summary
Review Questions
Lesson 5: Introduction to the Power BI Web App
TOPIC A: Getting Started
Opening the Power BI Web App
The Web App Interface
Web App Building Blocks
Key Differences
Activity 5-1: Getting Started
TOPIC B: Connecting to Data Sources with the Power BI Web App
Connecting to Local Data
Connecting to Live Data
Connecting to Content Packs
Connecting to Samples
Activity 5-2: Connecting to Data Sources with the Power BI App
TOPIC C: Using Workspaces, Dashboards, and Reports
Viewing and Managing Power BI Content
Viewing a Workspace
Viewing Dashboards and Reports
Managing Reports
Activity 5-3: Using Workspaces, Dashboards, and Reports
TOPIC D: Creating Custom Dashboards
Creating a Dashboard
Pinning Visualizations to a Dashboard
Adding Custom Tiles
Managing Dashboards
Activity 5-4: Creating Custom Dashboards
TOPIC E: Power BI Web App Features
Using Insights
Using Q & A
Customizing Q & A Suggestions
Activity 5-5: Power BI Web App Features
Summary
Review Questions
Lesson Labs
Lesson 1
Lesson Lab 1-1
Lesson Lab 1-2
Lesson 2
Lesson Lab 2-1
Lesson Lab 2-2
Lesson 3
Lesson Lab 3-1
Lesson Lab 3-2
Lesson 4
Lesson Lab 4-1
Lesson Lab 4-2
Lesson 5
Lesson Lab 5-1
Lesson Lab 5-2
Course Wrap-Up
Keyboard Shortcut Quick Reference Sheet
Post-Course Assessment
Course Summary
Appendices
Glossary
Index
Everything you need to deliver amazing training
Each courseware title is a trainers' kit that comes with the following course components:
Instructor Guide
Velsoft Instructor Guides are the core of each training course. Our Instructor Guides lay out the training in simple, easy-to-follow instructions. You can also customize the Instructor Guides in order to personalize your training.
Student Manual
Each Instructor Guide - for each course - is paired with a Student Manual that you can present to your participants. This customizable Student Manual gives each participant the ?student? version of the course you will be teaching.
Exercise Workbook
Velsoft offers an Exercise Workbook (also customizable) that is specific to the course you are offering. You can choose whether this is something you would like to present to your students.
Sample Files
Pre-made Sample Exercise Files are provided for use with the Lab Workbook so that you, as the trainer, do not have to prepare activity working files.
PowerPoint Deck
Courseware from Velsoft is designed to give you everything you need for use in the classroom or for your workshop. This includes the PowerPoint versions of all the courses, prepared for you in advance.
Quick Reference Guide
Quick Reference Guides are a favorite tool for trainers to provide to their learners. Each Quick Reference Guide summarizes the most important elements in each courseware title down to two pages.
Fully Customizable
Make any changes you like including easily taking our branding off and replacing it with yours.
Unlimited Users
Train as many participants at your location as you like - forever!
Unlimited Printing Rights
Print-on-demand only what you need for as many participants with no limits.
No Annual Renewal Fees
One-off pricing. Never pay again to use the materials.
