Course 97017
Power BI Introduction - Overview - Part 1

Course Description

In this 2 hour course, we will explain Power BI features that can be used to create a dashboard of different reports describing related tables. We will take the students through a step-by-step process displaying the capabilities including Get Data, Query Editor, Data View, Relationships, Visualization Reports, Formatting, Filtering, Publishing on the Web, and Creating a Dashboard. The final step will post the dashboard on the internet to be shared with others.

Corresponding Exam: There is an optional online Skills test that can be taken after the course.

Who should Attend:

This course is for anyone looking to get an understanding of PowerBI.

Course Outline

Module 1: PowerBI Process Overview

Here we will describe the Power BI program, how to download it, and how it relates to the online Power BI tools. We will also discuss terminology and the overall process to create a dashboard. You need to install PowerBI Desktop in order to attend the class.

Click here for: Free PowerBI Download

Module 2: Get Data

This will extract the data source from a database or Excel file.

Module 3: Query

This will allow us to review the data extracted and filter or remove specific records prior to saving it to the Power BI file.

Module 4: Data View

This will allow us to review the structure of the data extracted and add additional fields as needed. These new fields can be used for establishing relationships or creating new fields.

Module 5: Relationships

This will allow the different tables to display how data is tied together. Storing all data into a single table isn’t as efficient as storing data in separate tables containing specific information.

Module 6: Report Visualizations

This will generate different reports describing the data from different tables. These reports will include Charts, Matrix, Tables, Summary Information, Maps, etc.

Module 7: Format / Filter Report

Once you create a report, it can be formatted and filtered to display the desired layout.

Module 8: Publish

Once reports are complete, they can be published to a web browser version of Power BI and shared with others on the internet.

Module 9: Dashboard

Once reports are published, they can be organized in to a dashboard layout for others to preview. Different dashboards can be created describing a different set of data in each of the tables.


  • Some experience using PivotTables but it is not mandatory.

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