Power BI Fundamentals

Course code: MBI0020

2 days £1,100.00

Power BI Fundamentals provides hands on training for new Power BI users and developers.

Course content >

Who Should Attend?

Power BI Developers

Power BI Analysts

Power BI Users who want to better understand, produce and manipulate reports and dashboards



iTrain also offer all of these courses as closed courses on your site. Please call 020 7608 1835

16 Apr 2020 London Delegates:    £1,100.00
18 Jun 2020 London Delegates:    £1,100.00

Course Contents

Hands on Power BI workshop for those with none, to little experience explore the essential facets to fully harness the potential and value from Power BI. Integrated hands on labs will build on best practice to enable attendees to develop reports and build KPIs that will deliver specific business needs on return to their workplace.

This course has been designed to covered both Power BI, data modeling concepts and DAX essentials to provide a rounded tool box of skills for those starting on their Power BI path. iTrain also provide both more advanced training and a one day course focussed more squarely Power BI cloud users.

Following the course attendees will be able to convert data into information and effectively distribute this across the business.

Power BI
Product set

Power BI Cloud Service

Cloud Service overview
Role and Functionality for Consumers
CFO Dashboards
Dashboard Flow
Power BI Mobile
Obtaining Value from Quick Insights
Content Packs
Demo Samples
Natural Language Queries
PowerPoint (exporting to)
Publish to web (Embedded View)

Power BI Desktop
Overview of Power BI Desktop
Similarities to Excel Power Pivot
Similarities to Excel Power Query
Technical Options & Settings
Monthly Updates
Facts & Dimensions
Data Modeling Basics
Building a Robust Star Schema

Data - Source, Import, Transform
Direct Queries
Introduction to Query Editor
Query Design & the ETL Process
Query Building
Applied Steps
Data Transformations
– Cleaning data (covers many different methods)
– Merging Datasets
– Unpivoting Data
– Combining Files from a Folder
– Appending Datasets
– Creating Columns from Examples
Using a Dynamic Fiscal Calendar TableParameters

Data Modelling
Relationships Between Tables
Multiple Relationships with the Fact Table
Default Summarization of Fields
Custom Sorting of Columns
Data Types
Data Formatting

Report Building
Implicit Vs Explicit Measures
Calculated Measures & Calculated Columns
Base Measures & Metrics
Key DAX Functions
- Sum, Average, Count, DistinctCount
- Time Intelligence (MTD, QTD, YTD, Prior Year)
- Understanding ‘Calculate’ and the filter context
- IF, HasOneValue
- Using a Safe Divide Function
- UserRelationship Function
- Using the Blank() Function
Optimizing Measures for Self-Service BI
Copying and Moving Measures
Quick Measures
Dynamic Headings & Dates
Types of Slicers and Filters
KPI cards
Using Field, Format, Analytics Pane
Tabular Reports
Replicating Excel Pivot Tables
Conditional Formatting
Optimizing the Matrix Layouts
Report Functionality icon

Report Functionality


Adding Drill-Downs

Drill-Through Reports
Focus Mode
Filtering Reports by Relative Dates
Underlying Data
Report Customization
Data Exports
Historical Categorical Trends
Building Reports using Q&A
Report Slicers
Cross Highlighting or Cross Filtering

Report Visualisations

Choosing Visuals Based on Context
Using Custom Visuals
Waterfall Charts
Getting Value from Scatter, Ribbon & Bullet Charts

Design Optimization
Adding & Optimizing Tool Tips
Format Painter
Visual Alignment Tips
Custom Page Sizing
Logos & Custom Icons
Shapes and Lines
Formatting Tips & Tricks
Best Practice - Discussion and Tips
Data Model Redundancies

Governance & Distribution
Understanding Row Level Security
Security Roles
Publishing Models to the Cloud Service
Adding Users to Security Defined Roles
Basic Sharing of Dashboards & Reports
Report Collaboration
Users & Editing Workspaces
Connecting to Apps
Organisational Content Packs

Data Refreshing
The Data Gateway
Scheduling Data Refreshes
Refreshing On-Demand

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