Private Introduction to Microsoft Power BI (Toyota Only)

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