Private Introduction to Microsoft Power BI (Toyota Only)
Course Objectives
By the end of this course, students will learn:
- The purposes and basic functions of the core Power BI components
- Using the Power BI desktop client and web app
- Connecting to a data source using either the Power BI desktop client or the web app
- Modeling data
- 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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