55400: Introduction to Microsoft Power BI
55400: Introduction to Microsoft Power BI
This course provides students with an introduction to Microsoft PowerBI by building a foundation for all subsequent courses and learning. The main end-user features of PowerBI are introduced including how to use PowerBI to interact with reports, visualizations and dashboards. Students will learn important end user skills including how to proficiently work in Microsoft PowerBI to connect to data sources, consume content packs and apps, share visualizations, and start to create your own reports and dashboards in the PowerBI service.
No previous experience of Microsoft PowerBI is needed to sit this course. This course applies to end users and provides at foundation for subsequent learning and courses.
Audience profile
This course has been designed to apply to end users of Microsoft PowerBI.
It is recommended that attendees of this course have an existing working knowledge of Microsoft Office, Microsoft Excel and Microsoft Outlook. However, this course assumes no prior knowledge of Microsoft PowerBI.
At course completion
After completing this course, students will be able to:
- Be familiar with the main features of Microsoft PowerBI, including Data sources, Reports, Visualizations and Dashboards
- Understand where PowerBI service sits in the Microsoft 365 technology stack
- Be able to consume Content packs and Apps
- How to work proficiently with Workspaces
- Understand the different Data sources and be able to connect to an Excel data sheet
- Create your own Report and Visualizations
- Design and publish your own Dashboard
- Share a Dashboard with other users and teams in Office 365
- Understand how to refresh a Report and the significance of a refresh schedule
- Work with a Dashboard
- Explore the PowerBI service interface
Module 1: Introduction
This module provides the attendee with an introduction to Microsoft PowerBI.
Lessons
- What is PowerBI?
- The benefits of PowerBI
- Office365 and PowerBI
- The PowerBI Service
- The PowerBI App features
- Data sources, Content Packs and Apps
- Reports and Dashboards
- Where to get Help
- Further reading and resources
Lab 1: Setting up your lab environment
Lab 2: PowerBI Orientation
Module 2: Data sources, Content Packs and Apps
This module presents the basic concepts of Data sources, Content Packs and Apps in Microsoft PowerBI. We examine the process to connect to a Data source, consume a Content Pack and App in the PowerBI Service. We also look at the significance of Workspaces in PowerBI.
Lessons
- Overview
- Favourites and Recent
- Datasources
- Content Packs
- Apps
- Working with Workspaces
Lab 1: Connect to a Data source in Power BI
Lab 2: Consume a Content Pack and App
Module 3: Reports and Visualizations
This module presents common skills the end user requires to efficiently interact with and create Reports in Microsoft PowerBI. You will learn how to work with the PowerBI navigation to view Reports as well as create your own Reports from a connected Data source. You will also learn how to create report filters, charts, visualizations and create basic formulas.
Lessons
- Overview
- Working with Reports
- Viewing Reports
- The PowerBI navigation
- PowerBI Report Visualizations
- Power BI Report Filters
- Creating a Report
- Creating a Chart
- Creating a Table
- Design considerations
- Advanced techniques and formulas
- Editing an existing Report
Lab 1: Working with Reports
- Working with Reports
- Working with Filters
- Working with Charts and Tables
Lab 2: Create a Report
- Create a new Report
- Add some Filters
- Create Charts
- Create Tables
- Add a Formula
Module 4: Working with Dashboards
In this module we will learn how to work with Dashboards in PowerBI. The differences between Reports and Dashboards will be considered as well as the process to create a new Dashboard from an existing PowerBI Report.
Lessons
- Overview
- Reports vs Dashboards
- Navigation considerations
- Viewing Dashboards
- Refreshing Dashboards
- Creating a Dashboard
- Pin Visualizations to a Dashboard
Lab 1: Creating a Dashboard
- Create a Dashboard from a Report
- Create a Refresh Schedule
Module 5: Sharing and Managing Reports and Dashboards
In this module we will learn how to share and manage Reports and Dashboards in Microsoft PowerBI.
Lessons
- Overview
- Getting ready to share
- Office365 Users and Teams
- Workspace considerations
- Security considerations
- Sharing a Report
- Sharing a Dashboard
Lab 1: Sharing in Microsoft PowerBI
- Share a Report
- Share a Dashboard
Module 6: PowerBI and Office365
This module looks at the relationship between Microsoft PowerBI and other Office365 apps. We look at the interface differences the end user will need to consider when Microsoft PowerBI is surfaced in SharePoint and Dynamics 365 as well as other features presented to the user within Office365.
Lessons
- Overview
- The potential Office 365 and PowerBI integrations
- PowerBI in SharePoint
- PowerBI in Dynamics 365
- PowerBI and Microsoft Teams
- PowerBI and Office 365 Users
Lab 1: Using PowerBI in SharePoint
- Explore Power BI in SharePoint
Lab 2: Using PowerBI in Dynamics 365
- Explore Power BI in Dynamics 365
Lab 3: Using PowerBI with Microsoft Teams
- Explore Power BI and Microsoft Teams
Prerequisites
A working knowledge of Microsoft Office, Microsoft Excel and Microsoft Outlook. However, this course assumes no prior knowledge of Microsoft PowerBI.