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Microsoft Power BI Desktop

Power BI Desktop is a business analytics service which delivers powerful insights to enable fast and informed decision making.  Connect to hundreds of data sources with Live connections for automatic data synchronisation.  Produce beautiful reports, then publish them for your organisation to consume on the web and across mobile devices. Everyone can create personalised dashboards with a unique, 360-degree view of their business. And scale across the enterprise, with governance and security built-in.

This course is designed for new or existing basic users of Power BI.  An introductory knowledge of Microsoft Excel would be useful.


Delegates will learn what Power BI Desktop is and when it is useful to use this tool, how to import and link to data sources, manipulate the data, create dashboard visualisations and publish to Power  Delegates will also learn shortcuts, tips and advice about how to use Power BI in the most efficient way.


LESSON 1: Getting started with Power BI Desktop

  • What is Power BI Desktop?
  • Overview demonstration of concepts
  • Overview of main features:
    • Creating Dashboards
    • Reports
    • Data
    • Modelling data
    • Visualisations
    • Publishing to Power

LESSON 2: Data Sources

  • Connecting to Excel files
  • Connecting to SharePoint, OneDrive, Outlook, Office 365 and other cloud services
  • Connecting to databases inc. Access and SQL
  • Connecting to Google Analytics, Facebook, Salesforce, Adobe, Mailchimp, Stripe, QuickBooks, and more
  • Refreshing and synchronising data
  • Working with relationships

LESSON 3: Data Visualisations

  • Matrix Pivot tables
  • Charts
  • Interactive Slicers
    • Date timelines
    • Number slicers
  • Geographic data and maps
  • Drill Visualisations
    • Hierarchy
    • Levels
  • Visualisation interactions in reports
  • Importing Marketplace custom visualisations


LESSON 4: Transforming and shaping data

  • Overview of Power Query Editor
  • Transforming data
    • Data type
    • Unpivoting columns
    • Delimiting
    • Combining and merging
  • Cleaning and trimming data
  • Calculated columns using DAX
  • Measures

LESSON 5: Modelling data

  • Overview of relationships
    • Primary / foreign keys
    • Cardinality
  • Creating, editing, and managing relationships within Power BI Desktop
  • Importing existing relationships from relational databases
    • Autodetecting

LESSON 6: Publishing to

  • Linking with Power Bi Desktop files
  • Linking / live synchronising with data sources held in the cloud
  • Creating Dashboards
  • Sharing Dashboards
  • My Workspace
  • Creating Insight reports
Prices below are for scheduled courses held in our Edinburgh Training Centre or Live Virtual Classroom. Major discounts available for onsite or private courses: click General Enquiry button below to enquire about private courses.
Group discount
1 place £ 350 n/a
2 places £ 700 n/a
3 places £ 1050 £ 975
4 places £ 1400 £ 1175
5 places £ 1750 £ 1375
6 places £ 2100 £ 1575
7 places £ 2450 £ 1775
8 places £ 2800 £ 1975