Microsoft Power BI Desktop Intermediate Course

Overview

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Duration

1 Day

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Aims

This Microsoft Power BI Desktop Intermediate training course is aimed at anyone looking to use this powerful, flexible, and accessible business intelligence tool to connect with and shape / transform data, build models, use DAX functions, and craft structured report visuals, which can then be shared with users.

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Prerequisites

Delegates should have attended the Introduction course or have previously used Power BI and created and formatted Report Visuals.

To participate fully in this course, each delegate must have Microsoft Power BI Desktop installed on their computer prior to the course. As this is a practical, hands-on session, delegates will be expected to follow along and complete exercises throughout the day. Microsoft Power BI Desktop is available as a free download from the Microsoft website, but please ensure your computer meets the minimum system requirements to run the software smoothly before attending the course.

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Objectives

On completion of this course, delegates will be able to:

• Import data into Power BI using Excel and CSV files
• Transform Data in Power Query Editor
• Working with themes
• Create relationships between the tables
• Create Formulas using DAX Functions
• Build Report Visuals

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Course Content

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Importing Data Sources

• Excel and CSV

Power BI Query Editor (PQE)

• Explain the PQE Interface
• Extract and Load data
• Shape and Transform Data e.g. Rename, Reorder and Remove columns
• Change Data Types
• Remove and Filter Rows
• Merge Columns
• Replacing values
• Formatting text e.g. Uppercase, Lowercase and First letter Capital
• Remove and replace top row
• Applied Steps (Delete)

Data Modelling

• Creating, editing  and detecting relationships
• One to Many relationships

Themes

• What is a Theme?
• How to edit and save themes
• How to reuse saved themes

Power BI Visualisations

• Adding visuals to Report Canvas e.g. Slicer, Multi Card, KPI, Matrix, Gauge, Map, Q&A
• Use Small Multiples on Visuals
• Use of Hierarchies
• Adding further analysis to the Visual

Introducing Data Analysis Expressions (DAX)

• Create Formulas using Calculated columns and Measures e.g.
• Aggregation and iteration Functions (SUM, COUNT, MIN, MAX, AVERAGE, COUNTROWS, DISTINCTCOUNT)
• Text Functions (LEFT, UPPER, LOWER, CONCATENATE)
• Logical Functions (IF, NESTED IFS)
• Filter Functions (CALCULATE)
• Math and Trig Functions (DIVIDE, FORMAT)
• Date Functions (TODAY, WEEKDAY)
• Zoom in / out of calculations
• Adding comments to calculations
• Indenting calculations

Advanced Conditional Formatting

• Applying and Editing Conditional Formatting rules to visuals
• Applying and removing Data bars

Working with Report Pages

• Working with buttons and Page Navigation

Hints and Tips

• Working with Bookmarks
• Applying Data Category properties to columns
• Synchronize Slicers

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Next Steps

• Power BI Desktop Advanced

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Download PDF Outline

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Client Testimonials

"Excellent course well presented"

"Great lesson"

"I came away from this course with a better understanding of PBI and how it can be used positively and comprehensively for our Business Managers and Senior Managers to visualise information on their teams and targets."

"I found the course very insightful."

"Really great session and I learnt a lot - thank you!"

"Thank you. I hope to do advanced soon."

"Thanks for the trainer for providing this training in a friendly and organized manner"

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Frequently Asked Questions (FAQs)

Who is the Power BI Desktop Intermediate course for?

Excel or Power BI users who have completed the Introduction level (or equivalent experience) and want to deepen their skills in modelling, DAX and report design.

What are the prerequisites?

You should have attended the Introduction course or be comfortable creating basic reports and visuals in Power BI Desktop.

Do I need anything installed before the course?

‍Yes—please install Microsoft Power BI Desktop before the session so you can complete the hands-on exercises.

What will I learn?

‍Transforming data in Power Query, creating relationships, building DAX measures and calculated columns, working with themes and crafting effective visuals.

How is the course delivered?

‍Live online via Microsoft Teams with demonstrations, guided practical exercises and time for Q&A.

Will I receive a certificate?

‍Yes—an ExperTrain certificate of completion is provided after the course.

How much does it cost and does the price include VAT?

‍£300 per delegate. Prices exclude VAT at 20%.

How do I book?

‍Use the enquiry/booking options on the course page and select your preferred date. We’ll confirm availability and send joining instructions.

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