
Power BI Introduction
This course introduces the fundamentals of Power BI and Business Intelligence (BI), guiding learners through the Power BI Desktop environment and the use of Query Editor to import and transform data from sources like Excel. Participants will build interactive reports, dashboards, and visualisations, while learning how to use DAX for advanced calculations and data manipulation. The course also covers publishing, sharing, and securing Power BI content, providing hands-on experience with its key features. By the end, learners will be equipped to unlock insights, visualise data effectively, and support data-driven decision-making within their organisation.
Power BI Training Course Introduction
- Power BI: What is it and why use it?
- Power BI Desktop vs Services - What is best for your use case?
- Power BI vs other BI tools (Gartner Magic Quadrant)
- Power BI User Interface Training
- Customising Visuals vs Theme vs Data Model
- Power BI Course contents review
- Power BI: What is it and why use it?
- Power BI Desktop vs Services - What is best for your use case?
- Power BI vs other BI tools (Gartner Magic Quadrant)
- Power BI User Interface Training
- Customising Visuals vs Theme vs Data Model
- Power BI Course contents review
Power BI for Desktop
- Data Models - How to structure your data using data science
- Power BI's Schemas - Data structure definition
- Connectivity - Connection options, e.g. real-time or stored/refreshed
- Design Environment - Learning how to build reports.
- Importing Data - How to get data into a data model.
- Dashboards in Desktop
- Get data from different sources
- Custom Colours
- Desktop Three views
- Data View: Column Sort, formatting, hiding columns
- Create and format visuals
- Slicers
- Control Filter interaction
- Drilldown data through hierarchies
- Drilldown through Auto dates
- Publish reports/Dashboards
- Monthly Updates
- Data Models - How to structure your data using data science
- Power BI's Schemas - Data structure definition
- Connectivity - Connection options, e.g. real-time or stored/refreshed
- Design Environment - Learning how to build reports.
- Importing Data - How to get data into a data model.
- Dashboards in Desktop
- Get data from different sources
- Custom Colours
- Desktop Three views
- Data View: Column Sort, formatting, hiding columns
- Create and format visuals
- Slicers
- Control Filter interaction
- Drilldown data through hierarchies
- Drilldown through Auto dates
- Publish reports/Dashboards
- Monthly Updates
More on Power BI
- Power BI with your data
- Query Editor in brief
- Query Design explained
- Query editors tabs and menus
- Best Practice for Queries
- Applied Steps
- Advanced Query Editor
- Data Transformations
- Data cleaning
- Dataset merges
- Accessing Excel and csv data
- Merging techniques
- Managing Columns
More on Power BI
- Power BI with your data
- Query Editor in brief
- Query Design explained
- Query editors tabs and menus
- Best Practice for Queries
- Applied Steps
- Advanced Query Editor
- Data Transformations
- Data cleaning
- Dataset merges
- Accessing Excel and csv data
- Merging techniques
- Managing Columns
Power BI Dashboard, Reports & Visualisations
- Power BI Reading View - Seeing what users see.
- Editing View - Customising user experience.
- Visualisations and Custom Visualisations - Telling a compelling story.
- Creating visuals (with no programming)
- Choosing the best visual
- Interactivity between visuals
- Formatting visuals and charts
- Types of Conditional Formatting
- Show matrix values on Rows vs Side by side
- Customise matrix column subtotals
- Matrix Drill-Down tools
- Viewing the Underlying Data Driving a Visualisation
- Power BI Reading View - Seeing what users see.
- Editing View - Customising user experience.
- Visualisations and Custom Visualisations - Telling a compelling story.
- Creating visuals (with no programming)
- Choosing the best visual
- Interactivity between visuals
- Formatting visuals and charts
- Types of Conditional Formatting
- Show matrix values on Rows vs Side by side
- Customise matrix column subtotals
- Matrix Drill-Down tools
- Viewing the Underlying Data Driving a Visualisation
Importing & Transforming Datasets
- Queries & the Query Editor - Controlling the data import process
- Shaping & Cleansing Data - Making real-world data usable.
- Combining Datasets and data sources - Appending and merging data from different sources.
- Functions - The M library of powerful data manipulation capability.
- Loading Transformed Data - Populating the Power BI data model.
- Queries & the Query Editor - Controlling the data import process
- Shaping & Cleansing Data - Making real-world data usable.
- Combining Datasets and data sources - Appending and merging data from different sources.
- Functions - The M library of powerful data manipulation capability.
- Loading Transformed Data - Populating the Power BI data model.
Who should attend
- Business Analysts
- Financial Analysts
- Quantitative Analysts (Quants)
- Data Scientists
- Financial Traders
- Data Engineers
- Professionals who need to create reports from sources such as Excel (Power Pivot), SQL Server, Python, and other databases or datasets.
- Business Analysts
- Financial Analysts
- Quantitative Analysts (Quants)
- Data Scientists
- Financial Traders
- Data Engineers
- Professionals who need to create reports from sources such as Excel (Power Pivot), SQL Server, Python, and other databases or datasets.


