Course outline for
Power BI

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