Microsoft Power BI Desktop Introduction Course

Overview

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Duration

1 Day

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Aims

On completion of this course, you will have learnt to use Power BI (Business Intelligence) Desktop to create report visuals. You will understand how the reports can interact with each other and the great level of interactivity the audience can use to drill, filter, sort and create simple calculations.

Prerequisites

Delegates who wish to attend this course must have an Intermediate knowledge of Excel or be competent at working with formulas using absolute cell references, use basic functions like Sum, Average, Count, be able to create a simple chart and use filters.

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:

• Understand basic Power BI desktop concepts and features
• Connect to Excel data with Power BI desktop
• Be able to perform simple calculations using calculated columns
• Work with Power BI standard visuals
• Apply, remove, and edit conditional formatting to Table visuals

Course Content

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Introduction and Objectives

Power BI Desktop Basics

• What is Power BI Desktop
• Getting started with Power BI Desktop
• Identify Report, Table and Model views
• Explanation of other tools available in Power BI

Getting Data

• Import an Excel file into Power BI

Working in Data View

• Sorting and Filtering data
• Formatting columns to currency, decimal places, and percentages

Calculations

• Create calculated column calculations in the data view using  Addition, Subtraction, Division and Multiplication

Working with Report Pages

• Rename, Insert, Move, Delete and Copy pages
• Format the page
• Inserting Text boxes and images

Working in Filters Pane

• Show and hide filters pane
• Filter on this page and on all pages

Adding Visualisations to the Report Canvas

• Donut
• Pie
• Clustered Column and Bar Chart
• Slicers
• Card
• Table
• Matrix
• Line

Working with the Visuals

• Formatting, Editing, Moving, Copying and Deleting visuals
• Moving the fields around on the Visual
• Sorting data on the visuals
• Show data from the visual as a Table and as a Data point

Conditional Formatting

• Applying and editing Conditional formatting to a Table visual
• Removing Conditional formatting

Hints and Tips

• Show and hide Gridlines

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Next Steps

• Power BI Desktop Intermediate

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Download PDF Outline

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Client Testimonials

"Great course, trainer was very good and paced the training well"

"Great first course with you. Thanks"

"I really enjoyed this training. Well presented, at right pace, explaining all basic features to start working with Power BI software."

"Thank you, great course"

"Thank you. I thought it was very informative and a well run course"

"The trainer was very organised."

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Frequently Asked Questions (FAQs)

Who is the Power BI Desktop Introduction course for?

Beginners who want to learn the Power BI Desktop basics for building interactive reports and dashboards. It’s ideal for Excel users moving into data visualisation.

What are the prerequisites?

‍You should be comfortable with core Excel skills (formulas, absolute references, filters and simple charts). No prior Power BI experience is required.

How is the course delivered?

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

Do I need to install anything before the course?

‍Yes. Please install Microsoft Power BI Desktop on your computer before the session so you can take part in the hands-on exercises.

What will I learn?

‍Key Power BI Desktop concepts, connecting to Excel data, basic calculated columns, working with common visuals (cards, tables, matrices, charts, slicers) and applying simple formatting and filters.

Will I receive a certificate?

‍Yes. You’ll receive an ExperTrain certificate of completion 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 public date. We’ll confirm availability and send joining instructions.

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