Learning Power BI Desktop

Learn how to connect and transform your data with Power BI Desktop, the powerful data analysis and visualization software from Microsoft.

Introduction

• Model and visualize your data with Power BI Desktop
• What you need for this course

1. Getting Started

• Power BI tools
• Install Power BI Desktop
• Launch Power BI Desktop

2. Get Data

• Power BI data sources: The basics
• Connect to a file: Excel
• Connect to a file: CSV
• Connect to databases
• Connect to a web data source
• Connect to a SharePoint list
• Connect to Microsoft Dataverse
• Advanced connection types: DirectQuery and live connections
• Open a PBIX file or Excel data model
• Change the data source for a PBIX file

3. Transform Data with the Power Query Editor

• Use the Power Query Editor
• Reduce rows
• Filter, set data type, replace values
• Unpivot columns
• Transform columns

4. Combine, Append, and Merge Data

• Prep to combine multiple tables
• Append data to a query
• Add an index column
• Clean up data
• Relate tables in your model
• Hide or display queries
• Merge data

5. Create Reports and Visualizations

• Use the Power BI Desktop report view
• Format visualizations and apply themes
• Create text visuals: Cards, table, and matrix
• Apply preset styles and conditional formatting
• Apply formatting to titles

6. Use Filters and Q&A in a Report

• Use slicers to filter visuals
• Filter reports and pages
• Add search capabilities with a Q&A visualization
• Add suggestions to a Q&A visualization

7. Share Your Work

• Sharing: The basics
• Publish from Power BI Desktop
• Get a PBIX file from the Power BI Service
• Display Power BI content in Microsoft Teams
• Republish a dataset to the Power BI Service

Conclusion

• Next steps