Power BI and Dashboards for the Busy Professional

This course is a fully hands-on one to take you from just having an idea of what Power BI does to being able to create insights-rich and interactive reports/dashboards in Power BI.





We cover the following aspects:

Get Data (bringing in your data for analysis)

Data Sources in Power BI Desktop

Connect to web data and web apps

Import Excel Workbooks

Connect to enterprise Database



Data Transformation, Power Query and DAX

Get Data

Model section of the report builder (Power BI Desktop) Creating Relationships Cardinality Direction

Data section of the report builder (Power BI Desktop) Data Type Data Format DAX New Column New Measure New Table Must know DAX formulas DAX formula reference guide Row level Security to control report access using roles (dept, function, branch, cost centre etc)

Report section of the report builder (Power BI Desktop) Report creation Native Visuals Custom Visuals Menu Tools for professional looking reports Edit Interactions Report creation from scratch

Power Query Transforming and Combining Data before loading to Model Common Power Query tasks Unpivot Pivot Split Column Append Tables Merge Tables Remove rows Use first row as header Merge Columns Add Columns Group By Extract Fill Transpose M Code reference resource







Report Publishing, Dashboards and Power BI Service

Understanding the concept of Workspaces

Publishing report (from Power BI desktop to Power BI service for consumption)

Controlling access to aspects of the report by role (region, department or level)

Published Report options Exporting to PowerPoint or PDF Embedding in SharePoint Embedding in a website Making it available via a web link Sharing with specific users Editing the report – adding new visuals, changing visuals used and creating new report pages Adding comments and tagging users Scheduling the report to send our daily or weekly to specific people

Creating a Dashboard Can be created from one or more reports to show management useful analysis Can incorporate data and visuals from other people’s dashboards or reports shared with you Set Alerts to be instantly notified when a KPI is reached or an SLA is breached Add actionable comments Schedule the dashboard to be sent out daily or weekly to specific people Share the dashboard with final users

Best practices

Setting automatic/scheduled refresh so new data is ingested automatically

Data Gateway configuration The type of data sources that require data gateway







AI in Power BI and Settings

Q&A for autogenerating charts and tables in answer to questions

Organization wide settings

Account wide settings

Workspace settings

Dashboard settings

Report settings

Datasets settings





This is the course to solidify your Power BI proficiency.