Training » Course

Power BI for the Business User

This one-day course empowers business users to design, create, publish and share compelling Power BI reports and dashboards.

Attendees will learn to:

  • Work productively with the Power BI service, including mobile delivery
  • Import and connect to common data sources, including Excel workbooks
  • Create rich, interactive reports
  • Assemble dashboards
  • Effectively share Power BI content

Duration

1 day

Products

This course is based on the current offering of Microsoft Power BI, with a focus on business user experiences with the Power BI service. The reporting and Q&A topics are also relevant to Power BI Report Server.

This course does not cover Power BI Desktop. This course is a prerequisite for the Power BI for the Business Analyst course which covers all capabilities of Power BI Desktop.

Prerequisites

Attendees must have:

  • A general knowledge of data storage technologies and formats
  • Basic experience working with Excel

Attendees are required to have their own computer that must meet minimum requirements:

  • A Windows or Mac computer, network-enabled for Internet access
  • A web browser supported by Power BI
  • Office Excel 2007, or later—either 32- or 64-bit

All attendees will be provided with a trial Power BI account to complete the labs.

Delivery Format

A classroom delivery includes:

  • Instructor presentation and demonstrations
  • Course book
  • Labs

Course Outline

Module 01: Introduction to Power BI

  • A New Generation of BI
  • Introducing Power BI
  • Power BI Roles
  • Power BI Licensing

Lab 01A – Getting Started

Module 02: Working with the Power BI Service

  • Power BI Architecture
  • Power BI Portal
  • Mobile Delivery
  • Signing Up for Power BI

Lab 02A – Setting Up Power BI

Module 03: Working with Datasets

  • “Getting Data”
  • Importing Files
  • Connecting to Data
  • Refreshing Data with the Personal Gateway
  • Interpreting the Fields Pane
  • Working with Excel Workbooks
  • Recommended Practices

Lab 03A – Creating and Exploring Datasets

Module 04: Working with Reports

  • Introducing Reports
  • Developing Reports
  • Interacting with Reports
  • Designing Advanced Reports
  • Recommended Practices

Activity 04A – Configuring Visual Fields

Lab 04A – Developing and Exploring Reports
Lab 04B – Developing Advanced Reports

Module 05: Working with Dashboards

  • Introducing Dashboards
  • Developing Dashboards
  • Interacting with Dashboards
  • Keeping Dashboard Data Current
  • Pinning Visuals from Excel
  • Comparing Dashboards to Reports
  • Recommended Practices

Lab 05A – Developing and Exploring Dashboards

Module 06: Sharing Power BI Content

  • Power BI Sharing Overview
  • Sharing Reports and Dashboards
  • Collaborating with App Workspaces
  • Distributing Content with Apps
  • Comparing Sharing Techniques
  • Recommended Practices

Lab 06A – Sharing Power BI Content

Certification

This course has not been designed to prepare attendees for Microsoft certification. However, the course content can serve as a useful resource for introducing theory, products, capabilities and recommended design practices that are assessed by Microsoft certification exams.

Cartoon depiction of a business user exploring deeper meaning within their data and acquiring knowledge by inspecting data visuals

Built on knowledge and ideas around data manipulation and possible ways to utilise the Power BI service to achieve outcomes.

Adrian

The course was easy to understand and follow along with. ?

Thomas

An excellent initial exposure to the Power BI workings.

Adam

Good foundations. Practical exercises. Take away resources. Catered to broad knowledge of attendees.

Suzanne

The following report is developed during the labs in this course. Feel free to interact with report by entering full screen mode, navigating to different pages, changing slicer selections, and highlighting visual elements. The report has been embedded by using the Publish to Web capability which is covered in this course.