Power BI Fundamentals for the End User

Getting Started

• An Introduction to Power BI
• What is Power BI?
• The Building Blocks of Power BI
• The Power BI Desktop Interface
• Important Information About Power BI Updates
  The Power BI Web App

Working with Power BI Desktop Files

• Opening Files
• Saving Files
• Creating a New File
• Publishing to the Power BI Web App

Connecting to Data Sources with Power BI Desktop

• Connecting to an Excel Workbook
• Connecting to an Access Database
• Viewing All Connection Options
• Creating a Manual Dataset
• Managing Data Sources

Creating a Report with Visualizations

• Using the Visualizations Pane
• Using the Fields Pane
• Creating a Visualization
• Interacting with Visualizations
• Changing the Visualization Type
• Moving and Resizing Visualizations

Doing More with Visualizations

• Formatting Visualizations
• Viewing Visualization Data
• Using Focus Mode and Spotlight
• Removing a Visualization

Working with Data

Transforming and Sanitizing Data

• Using Data View
• Cleaning Irregularly Formatted Data
• Managing Columns
• Sorting Table Data

Using the Query Editor

• Opening the Query Editor
• The Query Editor Interface
• Using the Query Settings Pane
• Using Merge Queries
• Using Append Queries

Data Modeling

• What is DAX?
• Creating a New Table
• Creating a New Calculated Column
• Creating a New Measure

Managing Relationships

• Using the Relationships View
• Creating Relationships
• Editing Relationships
• Deleting Relationships
• Using the Manage Relationships Dialog

Working with Reports and Visualizations

Managing Report Pages

• Navigating Through Pages
• Showing and Hiding Pages
• Adding Pages
• Deleting Pages
• Renaming Pages
• Changing Page Order

Changing Report View Options

• Setting Page View Options
• Customizing Your View
• Using Phone vs. Desktop Layout

Working with Visualizations

• Understanding Drill through Options
• Changing Category and Summarization Options
• Arranging Visualizations
• Editing Interactions
• About Custom Visualizations

Adding Static Objects to a Report 190

• Inserting Pictures
• Inserting Text Boxes
• Inserting Shapes
• Working with Static Objects

A Closer Look at Visualizations

Matrixes, Tables, and Charts

• Creating a Table
• Creating a Matrix
• Overview of Chart Types
• Creating Charts

Maps

• Creating a Treemap
• Creating a Bubble Map
• Creating a Filled Map

Cards, Gauges, and KPIs

• Creating a Card
• Creating a Gauge
• Creating a KPI

Slicers

• Creating a Slicer
• Using Slicers
• Customizing Slicer Display
• Changing Slicer Mode
• Changing Slicer Orientation

Introduction to the Power BI Web App

Getting Started

• Opening the Power BI Web App
• The Web App Interface
• Web App Building Blocks
• Key Differences

Connecting to Data Sources with the Power BI Web App

• Connecting to Local Data
• Connecting to Live Data
• Connecting to Content Packs
• Connecting to Samples

Using Workspaces, Dashboards, and Reports

• Viewing and Managing Power BI Content
• Viewing a Workspace
• Viewing Dashboards and Reports
• Managing Reports

Creating Custom Dashboards

• Creating a Dashboard
• Pinning Visualizations to a Dashboard
• Adding Custom Tiles
• Managing Dashboards

Power BI Web App Features

• Using Insights