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Introduction to Microsoft Power BI

365 | 2019 | 2016
2 Days, 9:00-4:00

Course Overview

Microsoft Power BI is a robust analytics solution used to transform your data into powerful and rich visuals. You can view your entire business on a dashboard, create stunning interactive reports, and view your data consistently across your organization. Softek's 2-day course covers how to use Power BI components to bring your data to life and focus on what matters to you.

Course Objectives

  • Become familiar with the Power BI workspace
  • Load data with Power BI
  • Transform datasets
  • Work with text-based visualization
  • Chart and filter data
  • Use slicers
  • Cleanse data
  • Work with data mashup tools
  • Extend the data model with calculated columns
  • Enhance your dashboard
  • Create a data model
  • Publish and create new reports

Course Outline

Introduction to Power BI Desktop

  • Learn the BI interface
  • Navigate the BI window
  • Upload data
  • Create visuals
  • Column charts
  • Maps
  • Cards
  • Create and modify reports
  • Import data

Loading Data with Power BI Desktop

  • Understand data sources
  • Load data
  • Refresh data
  • Reuse recent data sources
  • Pin data sources
  • Understand connection security

Transforming Datasets

  • Work in the query editor
  • Understand applied steps
  • Dataset shaping
  • Rename
  • Reorder
  • Merge columns
  • Filter data
  • Text ranges
  • Numeric ranges
  • Date/time ranges

Text-Based Visualization

  • Create tables
  • Create metrics
  • Create cards
  • Create multi-row cards
  • Enhance visuals

Charts in Power BI

  • Create charts
  • Pie
  • Donut
  • Funnel
  • Waterfall
  • Customize chart attributes
  • Use drilldowns
  • Create Bing maps
  • Use geographic data
  • Use gauges

Filtering Data

  • Filter different data types
  • Work with advanced text filters
  • Understand visual levels
  • Remove filters

Using Slicers

  • Create slicers
  • Format slicers
  • Use charts as slicers

Cleansing Data

  • Change data types
  • Detect data types
  • Replace values
  • Fill down
  • Group records

Data Mashup

  • Duplicate columns
  • Split columns
  • Customize columns
  • Aggregate data
  • Append data
  • Change data structure
  • Modify/rename/delete steps
  • Manage queries

Extending the Data Model with Calculated Columns

  • Concatenate columns
  • Build calculations across tables
  • Work with If and nested If statements
  • Understand and utilize DAX
  • Work with measures

Enhancing your Dashboard

  • Add textboxes
  • Modify page background
  • Add shapes
  • Organize visuals on the page
  • Export data from a visualization

Creating a Data Model

  • Format data fields
  • Apply a default summarization
  • Add hierarchies
  • Build relationships between tables
  • Deactivate relationships
  • Examine relationship options

  • Publish reports
  • Interact with reports
  • Create dashboards
  • Share dashboards
  • Create new reports



Public Course at Softek Private Course at Your Office Private Course at Softek
$950 per student $5700 flat fee up to 6 students $6000 flat fee up to 6 students
10% discount when 3+ attend $600 per additional student $600 per additional student

Private Group Training

Private group courses are cost effective when you have a group of students who need the same course. Pricing is based on the maximum number of students anticipated per day per course. Volume discounts of 5% to 20% are available when five or more training days are scheduled. For classes conducted at your office, you are responsible for the classroom setup, including student computers, instructor station, LCD projector, and software installation. For courses conducted at Softek, we take care of classroom setup.


Softek can easily customize a training course that covers the specific topics you require and integrate examples relevant to your work environment. Course customization is billed at $125 per hour and covers time needed to meet, discuss, prepare, and incorporate any specific examples into the training program. Once we have a better idea of what you have in mind, we will be glad to provide a specific price quote for the customization. There is a 2-hour minimum fee for customization.

Why Choose Softek?

  • Live, in-person training
  • Instructors with 10+ years of experience
  • Detailed training guide
  • Certificate of completion
  • Money-back guarantee