Training: Power BI – Get started

Ref. MPB-11

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Duration:

3

days

Exam:

Not certifying

Level:

Fundamental

Funding:

Temptraining

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Power BI Training - Get started

Master Your Data with Microsoft Power BI

Discover how to turn your data into real insights with our Power BI training. Whether you’re a beginner or an advanced user, this program will guide you through creating interactive reports, optimizing visuals, and managing DAX calculations. You will learn how to structure your datasets, use tools like Power BI Desktop, and leverage best practices. With Power BI, make your data speak and improve your decision-making efficiency.

Create Powerful and Dynamic Reports

In this Power BI training, gain comprehensive mastery of the Power BI ecosystem, from data preparation to visualization.

Participant profiles

Engineers
Business analysts
Data analysts and financials
Excel users who want to automate their work more efficiently than with macros

Objectives

Have the skills to use Power BI to acquire and transform data
Improve data for analysis and reporting and dashboards
Prepare for Power Query, DAX and Power BI Service training

Prerequisites

No prerequisites

Course content

Module 1: Introduction to the Power BI Ecosystem

Introduction
Recommended Technical Configuration
Understanding the Differences Between Licenses (Free, Pro, and Premium)
About the Power BI Ecosystem of Languages

Module 2: Creating Data Sets

Creating Data Sets from Relational Databases
Import vs. Direct Query vs. Live Connection
Creating Data Sets from Data Files (*.txt, *.accdb, *.xlsbs, *.csv, *.xml, *.json, etc.)
Creating Data Sets from Other Sources

Module 3: Data Transformation

Defining Metadata
Filtering Rows
Sorting Rows
Removing Columns
Renaming Queries
Best Practices (naming conventions, synonyms, comments, R, Python, creating a business model, etc.)
Combining (joining) Queries
Creating Tables “on the Fly”

Module 4: Initial Work with Visuals

Creating Visualizations in Power BI
Configuring Fields for Visualizations
Formatting Fields in the Modeling
Formatting Visuals
Trend Lines for Visuals
Page Formatting and Configuration

Module 5: Visualization and Analysis

Creating What-If Parameters
Creating Tooltip and Drill-Through Pages
Switching between Mobile and PC Views
Filtering and Drilling Down on Visuals
Segment/Dropdown Filtering
Controlling Links between Elements and Filters
Controlling Visual Interaction Effects
Data Updates
Scheduling Automatic Updates
Exporting Data Models as Pivot Tables in Excel
Performance Analyzer

Module 6: Data Management and DAX Calculations

Defining Metadata
Filtering Rows
Sorting Rows
Removing Columns

Module 7: Advanced Data Organization

Behavior of Power Query Parameters with Power BI File Models
Creating a Date Table
Customization and Controls
Creating Hierarchies or Measure Folders/Subfolders
Configuring Properties
Using Dynamic Parameters
Creating a Calendar Table (in DAX)

Module 8: Data Relationships and DAX Measures

Combining (merging) Queries
Adding a Column
Concatenating Columns
Creating Relationships

Module 9: Tools and Add-Ons

Related Tools (Excel Analyzer, Gateway, Report Paginator)
Recommended Add-Ons (DAX Studio, DAX Formatter, Power BI Helper, Theme Generator, etc.)

Module 10: Report Publishing and Sharing

Publishing a Report
Using Power BI Services Bookmarks
Sharing a Report and Managing Shares
Generating a QR Code for Easy Sharing
Creating, Managing, and Using Datasets

Documentation

Digital courseware included

Complementary courses

Power BI – Services | MPB-22

Temptraining funding

ITTA is a partner of Temptraining, the continuing education fund for temporary workers. This training fund can subsidize continuing education for anyone who works for an employer subject to the Collective Work Agreement (CCT) Rental of services.

Additional information

The Power BI training we offer is a unique opportunity to gain in-depth mastery of Microsoft’s flagship tool Power BI. This course guides you step by step through the entire Power BI ecosystem, with a particular focus on data transformation, report creation, as well as the management of complex visualizations and calculations.

Understanding the Power BI ecosystem

One of the first steps to becoming an expert in Power BI is understanding the ecosystem of this tool. In this module, we not only cover the recommended technical setup, but also the differences between the various licenses available: Power BI Free, Power BI Pro, and Power BI Premium. This allows you to choose the solution best suited to your needs, whether you’re an individual analyst or a company looking to centralize its reports.

Power BI Desktop is also covered in detail, especially its integration with other programming languages such as DAX and M. These languages allow you to automate and customize data transformations and calculations.

Creating and managing datasets

One of Power BI‘s strengths is its ability to connect to a wide variety of data sources. You will learn how to import datasets from relational databases, Excel files, as well as CSV, JSON, and XML files. The distinction between import options such as Direct Query or Live Connection is also covered, ensuring efficient handling of large amounts of data.

At the same time, we’ll explore best practices for organizing these datasets, with tips on naming conventions, query documentation, and the use of scripts like R or Python to enrich the analysis.

Data transformation and preparation

Transforming your data is a crucial step in any Power BI project. You will learn to:

Filter and sort rows to target relevant information
Rename columns and queries for better readability
Combine queries and create tables on the fly

This module also includes best practices for optimizing the performance of your data models, including the creation of an enterprise model and the use of Python and R scripts for advanced transformations.

Advanced data visualization and analysis

The power of Power BI also lies in its visualization capabilities. We will guide you through creating interactive charts, dynamic visualizations, and using analysis lines. Field and visual formatting are also discussed, allowing you to produce attractive and effective reports.

You will also learn how to take advantage of Tooltip pages and What If parameters, which allow you to refine analyses and simulate different scenarios for your data. The use of advanced filters and managing interactions between visuals are also key skills you will master by the end of this training.

Mastering DAX language and calculation management

The DAX language (Data Analysis Expressions) is essential for any user wishing to fully exploit the potential of Power BI Desktop. You will learn to create dynamic calculations, customize complex dashboards, and define metadata adapted to your organization’s needs. This module also covers the creation of calculated measures, relationships between tables, and practical tips for optimizing the performance of your DAX models.

Report publishing and sharing

The training would not be complete without a section dedicated to publishing and sharing reports. You will learn to use the advanced features of Power BI Services, such as managing bookmarks, generating QR codes to quickly share your reports, as well as creating and managing shared datasets.

Whether you work solo or as part of a team, you’ll be able to collaborate effectively by publishing interactive and visually compelling reports.