Fully Customizable Courseware For Trainers

Microsoft Power BI

DOWNLOAD A FREE SAMPLE

Easily edit and rebrand as your own

$495.00

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.

Choose from 81 courses available in Articulate Storyline (.story) format.

  • Social Selling for Small Businesses
  • 10 Minute Presentation
  • Successfully Managing Change
  • Performance Management: Managing Employee Performance
  • Building Better Teams
  • Anger Management: Understanding Anger
  • Conflict Resolution: Getting Along in the Workplace
  • Hiring for Success: Behavioral Interviewing Techniques
  • Creating a Top Notch Talent Management Program
  • Conducting Effective Performance Reviews
  • Stress Management
  • Managing Customer Service
  • Closing the Generation Gap in the Workplace
  • Accounting Skills for the New Supervisor
  • Onboarding: The Essential Rules for a Successful Onboarding Program
  • Employee Recognition: Appreciating Your Workforce
  • Creativity In The Workplace
  • Diversity, Equity, and Inclusion
  • Unconscious Bias
  • Becoming Management Material
  • Coaching and Mentoring
  • Motivation Training: Motivating Your Workforce
  • The ABCs of Supervising Others
  • The Professional Supervisor
  • Delegation: The Art of Delegating Effectively
  • Team Building: Developing High Performance Teams
  • Meeting Management: The Art of Making Meetings Work
  • Leadership Skills for Supervisors
  • Managing Difficult Conversations
  • Giving Effective Feedback
  • Managing the Virtual Workplace
  • Managing Across Cultures
  • Women Leadership: Owning Your Strengths and Skills
  • Dealing With Difficult People
  • Vendor Management Essentials
  • How to Become a Leader with Integrity
  • Corrective Action
  • Project Management Principles and Performance Domains
  • Advanced Writing Skills
  • Public Speaking: Presentation Survival School
  • Emotional Intelligence
  • Communication Strategies
  • Critical Elements of Customer Service
  • Skills for the New Employee
  • Business Etiquette: Gaining that Extra Edge
  • Conquering Your Fear of Speaking in Public
  • Time Management
  • Business Writing That Works
  • Critical Thinking
  • Goal Setting
  • Personal Brand: Maximizing Personal Impact
  • Self Leadership
  • Managing Pressure and Maintaining Balance
  • Active Listening
  • Fostering Innovation
  • Delivering Dynamic Virtual Presentations
  • Entrepreneurship 101
  • Workplace Harassment: What It is and What to Do About It
  • Workplace Violence: How to Manage Anger and Violence in the Workplace
  • Lean Process Improvement
  • Employee Accountability
  • Disability Awareness: Working with People with Disabilities
  • Crisis Management
  • Strategic Planning
  • Continuous Improvement with Lean
  • Creating a Positive Work Environment
  • Developing a Safety Procedures Manual
  • Beyond Workplace Politics
  • Digital Transformation
  • GDPR Readiness: Creating a Data Privacy Plan
  • Cybersecurity Fundamentals
  • Respect In The Workplace
  • Advanced Skills for the Practical Trainer
  • Facilitation Skills
  • Survival Skills for the New Trainer
  • Using Activities to Make Training Fun
  • Developing a Training Needs Analysis
  • Measuring Training Results
  • Risk Management
  • Safety in the Workplace

Download a Free Sample

Your privacy is important to us. For more information, take a look at our Privacy Policy.