Course Code: XLPOWBI
Duration: 1 Day
COURSE AIMS:
On completion of this course, you will have learnt to use Power BI (Business Intelligence) Desktop to create report visuals. You will also understand how the reports can interact with each other and the great level of interactivity the audience can use to drill, filter, sort and create calculations.
COURSE PRE-REQUISITES:
Delegates who wish to attend this course must have an Intermediate knowledge of Excel or be competent at working with formulas using absolute cell references, use basic functions like Sum, Average, Count and be able to create a simple chart.
COURSE OBJECTIVES:
On completion of this course, delegates will be able to:
- Understand basic Power BI desktop concepts and features
- Connect to Excel data with Power BI desktop
- Be able to perform simple calculations using calculated columns
- Work with Power BI standard visuals
- Apply, remove, and edit conditional formatting to Table visuals
COURSE CONTENT:
Introduction and Objectives
Power BI Desktop Basic
- What is Power Bi Desktop
- Getting started with Power BI Desktop
- Identify Report, Data and Model views
- Explanation of other tools available in Power BI
Getting Data
- Import an Excel file into Power BI
Working in Data View
- Sorting and Filtering data
- Formatting columns to currency, decimal places, and percentages
Calculations
- Create calculated column calculations in the data view using Addition, Subtraction, Division and Multiplication
Working with Report Pages
- Rename, Insert, Move, Delete and Copy Pages
- Format the page
- Inserting Text boxes and images
Working in Filters Pane
- Show and hide filters pane
- Filter on this page and on all pages
Adding Visualisations to the Report Canvas
- Donut
- Pie
- Clustered Column and Bar Chart
- Slicers
- Card
- Table
- Matrix
- Line
Working with the Visuals
- Formatting, Editing, Moving, Copying and Deleting visuals
- Moving the fields around on the Visual
- Sorting data on the visuals
- Show data from the visual as a Table and as a Data point
Conditional Formatting
- Applying and editing Conditional formatting to a Table visual
- Removing Conditional formatting
Hint and Tips
- Show and hide Gridlines
- Demo Publishing Power BI Report
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