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
- A New Generation of BI
- Introducing Power BI
- Power BI Roles
- Power BI Licensing
Lab 01A: Getting Started
- Power BI Architecture
- Power BI Portal
- Mobile Delivery
- Signing Up for Power BI
Lab 02A: Setting Up Power BI
- "Getting Data"
- Importing Files
- Connecting to Data
- Refreshing Data with the Personal Gateway
- Interpreting the Fields List
- Working with Excel Workbooks
- Recommended Practices
Lab 03A: Creating and Exploring Datasets
- Introducing Reports
- Developing Reports
- Interacting with Reports
- Designing Advanced Reports
- Recommended Practices
Lab 04A: Developing and Exploring Reports
Lab 04B: Developing Advanced Reports
- 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
- Power BI Sharing Techniques
- Sharing Reports and Dashboards
- Collaborating with App Workspaces
- Distributing Content with Apps
- Recommended Practices
Lab 06A: Sharing Power BI Content

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 differents pages, change slicer selections, and highlighting visual elements. The report has been embedded by using the Publish to Web capability which is covered in this course.