Power BI Introduction for End Users

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Power BI for End Users – Part 1

About: This is part 1 in a 2-part course and is designed to provide participants with a fundamental understanding of the capabilities and tools of Power BI Desktop for report development and beyond. Students will discover how to quickly gather, cleanse and transform data and to enhance results by integrating various data sources.

Prerequisites:  Participants should have a strong knowledge of Excel and have and understanding of data analysis.

Getting Started

  • 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
    The Power BI Web App

Working with Power BI Desktop Files

  • Opening Files
  • Saving Files
  • Creating a New File
  • Publishing to the Power BI Web App

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

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

Working with Reports and Visualizations - Managing Report Pages

  • Navigating Through Pages
  • Showing and Hiding Pages
  • Adding Pages
  • Deleting Pages
  • Renaming Pages
  • Changing Page Order

Changing Report View Options

  • Setting Page View Options
  • Customizing Your View
  • Using Phone vs. Desktop Layout

Doing More with Visualizations

  • Formatting Visualizations
  • Viewing Visualization Data
  • Using Focus Mode and Spotlight
  • Removing a Visualization

Working with Visualizations – to Drill

  • Understanding Drill through Options
  • Changing Category and Summarization Options
  • Arranging Visualizations
  • Editing Interactions
  • About Custom Visualizations

Adding Static Objects to a Report

  • Inserting Pictures
  • Inserting Text Boxes
  • Inserting Shapes
  • Working with Static Objects

Maps

  • Creating a Treemap
  • Creating a Bubble Map
  • Creating a Filled Map

Cards, Gauges, and KPIs

  • Creating a Card
  • Creating a Gauge
  • Creating a KPI
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