Power BI Training Course

Produce visually compelling, intuitive Dashboards & Presentations

15 Jul London
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Power BI training course (code: PowerBI)


Our Microsoft Power BI training course shows Data Analysts how to use the latest collection of on-premise and online tools to enable you to find, clean, model, and visualize data, share discoveries, and collaborate in intuitive new ways.

We will show you how to build Dashboards for visualising financial data gathered from corporate data sources such as Excel.

Power BI is the latest set of Microsoft BI tools for data mash up, data modelling, and data visualisation. The results can be deployed on-premise or in the cloud and can be visualised in browsers, on tablets, and on mobile phones (Android, Apple, and Windows).

This course will walk you through the basics of this product, demonstrating functionality and letting you get hands on and learn to use this powerful tool to help you transform your rows of data into a compelling interactive visual story..


Business Analysts, Financial Analysts, Data Scientists and Staff who need to use Power BI for producing reports from Excel, SQL Server and other databases.

Learn to build Dashboards like this - Typically used for CFO Dashboards, Revenue & Profitability, Expense Management, Financial Planning & Analysis, Sales, Stock Control, Risk & Compliance Analysis...



Power BI INtroduction

Power BI - what is it and why use it?
Desktop vs Services
Power BI vs other BI tools (Gartner Magic Quadrant)

Power BI Desktop

Data Models - How to structure your data
Schemas - Data structure definition
Relationships - How data in one table relates to another
Connectivity - Connection options, e.g. real-time or stored/refreshed
Design Environment - Learning how to build reports.
Navigation - Moving quickly between Power BI Desktop’s views and windows.
Importing Data - How to get data into a data model.


  • Dashboards in Desktop
  • Get data from different sources
  • Custom Colours
  • PowerBi template
  • Desktop Three views
  • Data View: Column Sort, formatting, hiding columns
  • Relation ship view: create and manage relationships
  • Relationship Cardinality: 1-to-1, 1to-many, many-to-many
  • Create and format visuals
  • Slicers
  • Highlight and filter
  • Control Filter interaction
  • Hierarchies
  • Drill Down
  • Show data and show records in Drilldown
  • Publish reports/Dashboards
  • Monthly Updates

Power BI Service

Self-service BI - Visualising your own data.
Organisational BI - Creating a single, reliable version of the truth.
Portal - Easy access from anywhere.
Content Items - The essential elements of a report.
Datasets - The data behind a report.
Connecting to Data - Accessing data for use in Power BI.
Visualizing Data - Building attractive, meaningful displays.


  • Licence schema
  • Load data in PowerBi services
  • Create Reports in PowerBi services
  • Pin visuals to dashboard
  • Dashboard Flow and Navigation
  • Power BI for Mobile
  • Dashboard Tiles
  • Dashboard customization
  • Natural Language Queries
  • Quick Insights
  • Inbuilt Demo Samples
  • Web publication
  • Power BI to PowerPoint export

IMPORTING & Transforming Data

Queries & the Query Editor - Controlling the data import process
Data Previews - Checking progress at each step.
Shaping & Cleansing Data - Making real-world data usable.
Basic Transformations - e.g. Find & replace, Fill empty, Extract characters, and much more.
Combining Datasets - Appending, merging data from different sources.
Functions - The M library of powerful data manipulation capability.
Date Tables - Building customised time intelligence.
Loading Transformed Data - Populating the Power BI data model.


  • 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
  • Unpivoting
  • Accessing data from a Folder
  • Appending techniques
  • Columns
  • Dynamic Fiscal Calendar Tables


Tables & Columns - Understanding basic data structure.
Data View - Seeing your underlying data values
Exploring Data - Easy data profiling
Managing Schema & Data Changes - Dealing with issues of change control
Connections & Tables - Data lineage.
Data Refresh - Optimising new data acquisition.
Relating Tables - Telling Power BI how your data relates internally.
Rules & Limitations - Filter flow options and consequences.
Auto-Detecting - Pros and cons of saving design time
Relationship View - Working on your data model structure.


  • Tables & Columns
  • Data View
  • Exploring Data
  • Managing Schema & Data Changes
  • Connections & Tables
  • Data Refresh
  • Relating Tables
  • Rules & Limitations
  • Auto-Detecting
  • Relationship View
  • Introduction to Facts & Dimensions
  • Creating Relationships Between Tables
  • Relationship types
  • CrossFilter Relationships
  • Handling Multiple Relationships with the Fact Table
  • Custom Sorting of Columns
  • Data Types & Formatting


Reading View - Seeing what users see.
Editing View - Customising user experience.
Visualisations and Custom Visualisations - Telling a compelling story.
Dashboards - The easy-read overall summary ‘at a glance’


  • Creating & formatting Dashboards
  • Creating visuals
  • Choosing the best visual
  • Interactivity between visuals
  • Visuals in Preview
  • Custom Visuals
  • Formatting visuals
  • Types of Conditional Formatting
  • Optimizing the Matrix Layouts
  • Adding Drill-Downs
  • Viewing the Underlying Data Driving a Visualization
  • Understanding Row Level Security
  • Creating and Testing Security Roles

DAX & Calculations

Data Analysis Expressions - Powerful versatility at your command.
Calculated Columns - Extending data tables.
Measures - How your data is summarised.
DAX Syntax - Learning the basic grammar of formula writing.
DAX Functions - Building blocks for data manipulation.
Advanced Relationships - Data model design trade-offs.


  • DAX overview
  • DAX Syntax
  • Dax Operators
  • Calculated Measures & Calculated Columns
  • Implicit Vs Explicit
  • Base Measures & Metrics
  • Commonly Used DAX Functions
  • DAX Aggregate functions
  • Iterators: SUMX, MAXX, AVERAGEX
  • IF conditional statements
  • Cross Table Lookups
  • Evaluating Context in the relationship
  • CALCULATE: the magic function
  • Time Intelligence prerequisites
  • Time intelligence functions (MTD, QTD, YTD, Prior Year)
  • Create a time Intelligence report


Sharing Dashboards - Who gets to see what?
Creating Workspace - Organising structure around people.
Publish App - Making it available online.
Security - Restricting access to the ‘need to knows’


  • Publishing Models to the Cloud Service
  • Adding Users to Security Defined Roles
  • Basic Sharing of Dashboards & Reports
  • Multiple ways of sharing reports and Dashboards
  • Creating App Workspaces
  • Collaborating on Reports
  • Publishing Organisational Apps for Distribution of Content
  • Adding Users & Editing Workspaces
  • Connecting to Apps


The Data Gateway
Data Refreshe schedules
On-Demand Refresh

Power BI Mobile

Native Applications (iOS/Android/Windows) - Optimising deployment on different platforms.
Viewing Content - How phone view works.
Sharing & Collaboration - Encouraging appropriate teamwork.
Configuring Alerts - How to notify users of important new data.


  • Configure reports for Mobile view
  • Configure Dashboard for Mobile view
  • Viewing Content
  • Sharing & Collaboration
  • Configuring Alerts
  • Power BI Introduction
  • Power BI Service
  • Reports
  • Power BI Desktop
  • Importing & Transforming Data
  • DATA ModelLING
  • DAX & Calculations
  • Publishing & sharing dashboards & reports
  • Data Refreshing
  • Power BI Mobile

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15th Jul 2019 - 2 days £1150

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Why JBI ?

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► "Access to exclusive content"
► "Short course means less time off"

►"Inspiring trainers"
► "Joined via web"
► "Knowledgable sales staff"

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