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Course Overview

This 4-day course is intended for anyone new to designing and implementing self-service business intelligence solutions with Microsoft Power BI Desktop and the Power BI Service. The course structure is very comprehensive and provides a total immersion in the subject matter. The training is delivered with plenty of illustrated examples and augmented with practical hands-on exercises to enhance the learning experience. Also, as Power BI is continually evolving, this course is regularly reviewed and updated to keep the content as fresh and relevant as possible, thus ensuring maximum productivity from the learning experience. Due to the very comprehensive nature of this course, the content delivered may vary depending on new and updated features, and client requirements. The course structure takes a broad and practical approach to Power BI, defining best practices and demonstrating useful techniques that will prove extremely useful in the workplace. The content delivered will also help delegates prepare for the “PL-300 Microsoft Power BI Data Analyst” exam. For full course agenda email: training@jcstraining.com Additionally, with the course structure being fully modularised, customised versions of this course can be devised and delivered to suit individual requirements – just ask for details.




There are no specific technical prerequisites for this course, but a familiarity with Excel and/or relational database technologies may prove beneficial. The main consideration is to have a basic understanding of your business needs to collect, cleanse, and analyse data, in order to be able to visualise and gain insights into that data.


Upon successful completion of this course, students will be able to:

  • Understand the Role Power BI plays in Self-Service BI
  • Understand the Constituent Parts of Power BI Desktop
  • Discover and Load Various Types of Data
  • Improve and Enhance Data Quality
  • Transform Data
  • Restructure Datasets
  • Combine Data from Multiple Sources
  • Parameterise Queries
  • Implement a Tabular Data Model
  • Create and Manage Relationships
  • Understand the DAX Expression Language
  • Implement Calculated Columns
  • Implement and Work with Measures
  • Implement Time Intelligence
  • Create and Implement Charts
  • Implement Gauges and KPIs
  • Implement Maps
  • Implement Slicers and Filters
  • Implement Cross Visual Interactions
  • Analyse Data with Advanced Visuals
  • Enhance the Report Consumer Usability Experience
  • Understand the Role of the Power BI Service
  • Publish Reports
  • Create and Manage Dashboards
  • Manage and Secure Content in the Power BI Service
  • Create and Distribute Apps


Part 1: Introduction and Power Query

1. Introducing Power BI

Describe the Power BI Products and Services

Introducing Power BI Desktop

Power BI Licensing

2. Loading Data

Load Data from Text Files

Load Data from Excel Workbooks

Load Data from Microsoft SQL Server

Comparing Import and DirectQuery Storage Modes

Load Data from OneDrive and SharePoint

Load Data from the Internet

Connecting Live to a Published Dataset

3. Transforming Data

Profile Data

Cleanse Data

Transform Data

Query Folding

Shape Datasets

Merge and Append Data

Fuzzy Lookups

Structure and Manage Queries

View Query Dependencies

Power Query Parameters

Power BI Template Files

Introduction to the M Language

Create a User Defined Function with M

Part 2: Data Modelling and DAX

4. Data Modelling

Basic Data Modelling Concepts

Fact and Dimension Tables

Configure Table and Column Properties

Categorise Data

Sorting Columns

Create Hierarchies

Group and Bin Data

Organise Content with Display Folders

Hiding Columns and Tables in Report View

Create and Manage Relationships

Understand Filter Propagation

5. The DAX Expression Language

Introduction to DAX

Extend the Data Model with Calculated Columns

Create Custom Groups

Add Measures to the Data Model

Implicit v Explicit Measures

Manipulate the Filter Context with CALCULATE

Use Variables

The DAX Query View Environment

Iterator Functions

Using the FILTER Function

Create Calculated Tables

Create a Date Table

Analyse Data over Time (Time Intelligence)

Suppress the Display of Totals in a Visual

Display Selected Filter Values in a Visual

Dynamic Format Strings

Part 3: Reports and Visuals

6. Visualising Data

Implement and Format Table and Matrix Visuals

Rename Fields in Visuals

Show Items with no Data

Conditionally Format Visual Content

Use Card Visuals

Implement and Format Charts

Report Themes

Use the Small Multiples Feature


Use Tooltips

Implement Reports as Tooltips

Continuous v Categorical Axis

Automatically Find Clusters of Data

Animate Scatter Charts

Use the Analytics Pane

Forecasting & Anomaly Detection

Use the Analyse Feature

Tree Maps

Analyse Data with a Decomposition Tree

Gauges and KPIs

Implement Maps

Resolve Location Errors in Maps

Implement Slicers

Visual, Page, and Report Level Filters

Synchronise Slicers across Pages

Cross-Filtering and Cross-Highlighting

Import Visuals from Microsoft AppSource

Part 4: Enhancing and Publishing Reports

7. Enhancing the User Experience

Drillthrough Reports

What-If Parameters

Field Parameters

Implement Bookmarks

Implement Buttons

Text Boxes, Shapes, and Images

Page & Bookmark Navigation

Show and Hide Content

Implement and Manage Q&A

Smart Narrative

Mobile Report Layout

Useful External Tools and Resources

8. The Power BI Web Service

Introduction to the Power BI Web Service

Publish Reports to the Power BI Web Service

Manage and Organise Content in Workspaces

Workspace Folders

Create and Manage Dashboards

Dashboard Themes

Set up Data Alerts

Share Content and Workspaces

Create and Distribute Apps

Secure Data with Row Level Security (RLS)

Refresh Datasets

Understand Data Gateways

Export Reports