Private Introduction to Microsoft Power BI (Toyota Only)

In Tandem Solution’s Microsoft Power BI class, students will learn to analyze organizational data and uncover insights and trends with this powerful collection of software, apps, and services. This course will teach you to link and model data in Power BI and create visual reports that reveal data insights. Although the Power BI desktop client will be the primary focus, an introduction to the Power BI web app will also be provided.

Retail Price: $2,295.00

Next Date: Request Date

Course Days: 3

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Course Objectives

By the end of this course, students will learn:

  1. The purposes and basic functions of the core Power BI components
  2. Using the Power BI desktop client and web app
  3. Connecting to a data source using either the Power BI desktop client or the web app
  4. Modeling data
  5. Creating reports and visualizations


Course Prerequisites

This class assumes the user has an intermediate knowledge of Microsoft Office and a basic knowledge of Windows and web browsers.

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  2

  • 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 


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 


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 


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 


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 

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