Microsoft Power BI Desktop Essentials

Overview

Power BI is part of the suite of tools from Microsoft which enable data to be analysed and visualised from a variety of sources.

With Power BI Desktop, you get a report authoring tool that enables you to connect to and query data from different sources using the Query Editor. From the datasets you can add visuals and create interactive reports.

In this half day taster session, attendees will learn how to connect Excel workbooks to Microsoft Power BI Desktop. You will carry out basic data modelling in the data using the Query Editor and then add visuals to a report.

Please note that this course is not suitable for new Excel users.

Prerequisites

• An understanding of basic data types
• Ability to create and format charts

Objectives

• Power BI concepts and main features
• Loading excel data into Power BI Desktop
• Apply common query tasks to shape data in Power BI
• Explore data visuals

Outline

Getting Started with Power BI Desktop

• Power BI concepts
• Introduction to main features

Connecting Excel Data to Power BI Desktop

• Using Get Data to connect to Excel workbooks
• Selecting the data to use
• Setting the data type
• Overview of relationships in Power BI Desktop

Common Data Preparation Activities using the Query Editor

• Introducing the Query Editor
• Filters
• Split column and extract

Adding Visuals to a Report

• Tables
• Charts