2-Hour Session Microsoft Power Bi Introduction



Microsoft Power Bi Introduction

Microsoft Power Bi Introduction

In this 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.

Course Description:
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. Go to http://PowerBI.com/pricing to get your free
2 – Get Data – This will extract the data source from a database or Excel file.
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.
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.
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.
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.
7 – Format / Filter Report – Once you create a report, it can be formatted and filtered to display
the desired layout.
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.
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.