Power BI Tools courseware and training manuals

In addition to courseware for Power BI Desktop, we also have course manuals for PowerPivot (whether this still counts as a Power BI application we're not sure!):

You can see details of how to license our Power BI Tools courseware (including volume requirements) here.

Power BI courseware

Here is a list of all of our Power BI manual chapters (you can download the ones marked):

Chapter Sections Subsections
Power BI Desktop Basics (2 pages) What is Power BI Desktop? Downloading Power BI Desktop ; Starting Power BI Desktop ; Signing in to an account
Getting Started (11 pages) Example for this Chapter Showing Keyboard Shortcuts
Working with Files
The Power BI Desktop Screen
Getting Data Choosing the Table of Data to Import
Basic Querying Starting to Query Data ; Removing the Rating Column ; Globally Replacing Text in a Query ; Returning to your Table
Creating Visuals
Formatting Visuals Searching for a Format Property
Filtering your Data
Working with Reports Changing how you View Reports ; Page Settings ; Renaming Pages ; Adding and Deleting Pages ; Hiding Pages
Importing tables (12 pages) Our Example
Importing from Different Sources Importing from Facebook ; Importing from Excel ; Importing from a CSV or Other Text File ; Importing from SQL Server ; Importing from a Website ; Pasting Data into a Model ; Loading data from Access ; Importing from Analysis Services
Typing in Data
Hiding Columns and Tables Hiding Columns ; Hiding Tables ; Showing or Unhiding All Hidden Columns/Tables
Visualisations (7 pages) Overview of Visualisations
Working with Visualisations Adding a Visualisation ; Editing Visualisations (Fields, Format or Analytics) ; Zooming In and Out (Focus Mode) ; Spotlighting a Visual ; Resizing a Visualisation ; Moving, Selecting and Deleting Visualisations ; Locking Visuals ; Aligning and Distributing Visualisations
Using the Selection Pane Displaying and Using the Selection Pane ; Hiding Visuals ; Renaming Visuals
Visual Interactions (2 pages) Visual Interactions How Visualisations Affect Each Other by Default ; Editing Interactions ; What the Different Settings Mean
Tables (17 pages) Basic Tables
Working with Table Columns Sorting Tables by Column ; Re-ordering Columns ; Changing Column Widths ; Changing Word Wrap Options ; Renaming Columns
Aggregating Data
Formatting Tables Formatting Numbers within a Single Table ; Formatting Numbers for All Tables ; Formatting Dates ; Font Size and Typeface ; Putting Borders around Tables ; Table Padding ; Putting Gridlines within Tables ; Formatting Columns Individually ; Table Styles ; Titles ; Totals
The Wonderful Format Painter
Conditional Formatting (Colour Scales / Data Bars) Applying Conditional Formatting or Data Bars ; Choosing Colour Scales ; Divergent Colour Scales ; Configuring Data Bars ; Rules-Based Conditional Formatting
Images and URLs in Tables Showing Images ; URLs in Tables
Matrices (3 pages) Overview of Matrices
Creating a Matrix
Multiple Rows or Columns Customising or Disabling Stepped Layout
Text boxes, images and shapes (3 pages) Overview Our Example ; Adding Text Boxes, Images or Shapes ; Working with Images ; Working with Text Boxes ; Working with Shapes ; Bringing to Front/Sending to Back
Charts (general) (10 pages) The Parts of a Chart
Types of Chart Available
Creating a Chart Creating a Chart from Scratch ; Turning a Table into a Chart
Sorting Charts
Formatting Charts Legends and Series Colours ; Data Labels ; The Plot Area ; Axes ; Tooltips ; Colour Saturation
Excluding and Including Data
Charts (specific) (13 pages) Column and Bar Charts Showing All Axis Titles (Minimum Category Width)
Line Charts Line Scaling, Widths and Markers ; Superimposing Trendlines and Statistics
Area Charts
Ribbon Charts
Pie and Donut Charts Showing Percentages of Totals
Treemap Charts
Combined Charts Controlling the Secondary Axis
Funnel Charts
Waterfall Charts Setting Breakdowns
Scatter and Bubble Charts Creating Scatter and Bubble Charts ; Properties Unique to Scatter Charts ; Data (Details) Fields ; Playing Bubble Charts
Custom Visuals (3 pages) What are Custom Visuals?
Adding Custom Visuals Deleting a Custom Visual
Showing Single Figures (4 pages)

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Gauges Components of a Gauge ; Gauge Fields ; Formatting Gauges
Multi-Row Cards (1 page) Creating a Multi-Row Card
Querying Data (13 pages) What Queries Do
Working with Queries Creating Queries ; Saving/Closing a Query ; Deleting Parts of a Query ; Deleting All Subsequent Steps ; Inserting Steps ; Changing what a Step Does ; Grouping Queries
Common Query Transforms The Source and Navigation Steps, and Other Automatic Steps ; Filtering Rows ; Sorting Rows ; Deleting Columns ; Moving Columns ; Splitting Columns by Delimiter ; Splitting Columns by Number of Characters ; Replacing Text
Adding Columns Inserting a Column using a Formula ; Using Column by Example
Conditional Columns
Relationships (7 pages) Relationships
Browsing Relationships Resetting Layout ; Fitting to Screen ; Maximising a Table
Creating Relationships The Need for Relationships ; Parent-Child Relationships ; Creating a Relationship ; Editing Relationships ; The Effect of Relationships ; Cross-Filter Direction
Using Relationships in Tables Our Example ; Showing Columns from Parent Tables ; Showing Columns from Child Tables
Combining Tables (6 pages) Merging Rows Using UNION to Combine Tables ; Appending Rows from One Table to Another
Merging Tables (Joins) Starting a Merge Query ; Choosing a Join Type ; Displaying Columns from the Joined Table
Combining Workbooks when Importing Step 1 – Getting All the Files in a Folder ; Step 2 – Combining the Files
Slicers (8 pages) Slicer Basics Adding Slicers ; Selecting and Clearing in Slicers ; Changing Selection Behaviour ; Searching in Slicers ; Cascading Slicers ; Images in Slicers ; Formatting Slicers ; Making Slicers Drop Down ; Horizontal Slicers
Synchronised Slicers
Date Slicers Relative Date Slicers ; Changing the Anchor Date
Maps (10 pages) Overview of Maps
Creating Maps Colour Saturation ; Category Labels ; Bubble Sizes
Geocoding Avoiding Problems 1: Choosing a Field Category ; Avoiding Problems 2: Forcing Localisation
Latitude and Longitude Getting Latitude and Longitude from Postcodes ; Cleansing the Converted Data ; Creating a Relationship ; Creating the Near-Final Map ; The Last Step: Mending the Relationship
Filled Maps (Choropleths)
Shape Maps Enabling Shape Maps ; Using Shape Maps
ArcGIS Maps (7 pages) Creating ArcGIS Maps Editing ArcGIS Maps
Formatting Maps Changing the Base Map ; Choosing a Theme ; Symbol Appearance
Showing Drive Times
Reference Layers
Filtering reports (4 pages) How Filters Work Three Levels of Filtering
Adding and Removing Filters Removing Filters
Other Filter Options Combining Filters (Advanced) ; Relative Date Filtering ; Top and Bottom Filters
Drill-through Filters (3 pages) What Drill-Through Filters Do
Creating the Filtered Report Pages Creating the Report Pages ; Applying a Drill-Through Filter
Using a Drill-Through Filter
Buttons and Actions (4 pages) Overview Types of Button
Assigning Actions to Shapes or Images
Creating Buttons Adding Buttons ; Default, Hover and Selection Effects ; Formatting Buttons
Bookmarks (6 pages) Example of Bookmarks
Preparing to Use Bookmarks Naming your Visuals in the Selection Pane ; Displaying the Bookmarks Pane ; Creating Bookmarks
Configuring your Bookmarks Step 1 – Data Settings ; Step 2 – Display Settings ; Step 3 – Update the Bookmark ; Step 4 - Linking to your Bookmarks
Linking Back to the Home Page Creating the Home Bookmark
Binning and grouping (4 pages) Grouping Starting a Group ; Allocating Items to Members of the Group ; Using Groups you’ve Created
Hierarchies (2 pages) Using Hierarchies
Creating Hierarchies Deleting Hierarchies
Drill-down (6 pages) Overview of Drill-Down The Pre-Requisite for Drill-Down to Work: Multiple Axis Fields
Using Drill-Down Turning Drill-Down On and Off ; Drilling Down ; Drilling Back Up ; Special Considerations for Matrices ; Going to the Next Hierarchy Level ; Expanding All Levels in a Hierarchy
Showing Data
Listing Records
Templates (1 page) Creating Templates Creating Templates ; Using Templates
New Columns (8 pages) Overview of New Columns Reasons to Use New Columns ; DAX
Creating New Columns Starting a New Column ; Typing in a Formula ; Hints for Editing DAX ; DAX Editors ; Using AND and OR in DAX Conditions
Using IF and SWITCH The IF Function ; The SWITCH Function
The RELATED Function
Blanks Blank Arithmetic
Testing for Errors (IFERROR)
Basic Measures (5 pages)

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Measures Always Involve Aggregation
Creating Measures Starting your Measure ; Creating and Formatting a Measure Formula ; Using your Measure in a Visualisation or Filter ; The Importance of Giving DAX what it Asks for
DAX Aggregation Functions Aggregating Expressions
Measures Referring to Measures
Changing Filter Context (6 pages) Filter Context Revisited
The CALCULATE Function Syntax of the CALCULATE Function ; Removing Filters ; Removing Multiple Filters ; Removing All Filters Except One ; Replacing one filter ; Replacing Multiple Filters
Filter Function Using Calculate instead of Filter
Building on the Filter Context (VALUES) Without the VALUES Function ; With the VALUES Function
Advanced DAX (3 pages) Variables
The EARLIER Function Our Two Worked Examples ; What the EARLIER Function Does ; Example: Number of Purchases on the Same Date ; Example: Ordering Purchases by Date
Calendars and Dates (8 pages) What Calendars Are, and Why to Use Them
Calendar Tables within Power BI Desktop Calendars using the M Language ; Renaming the Date Column ; Creating New Columns
Importing Calendar Tables Creating a Calendar Table in Excel ; Creating a Calendar Table in SQL Server
Using Calendar Tables Simple Relationships ; Sorting Months ; Multiple Table Relationships
Case Study: Working Days
Date Formulae (8 pages) Cumulative to Date The TOTALYTD, TOTALQTD and TOTALMTD Functions ; DATESYTD, DATESQTD, DATESMTD Functions
Comparisons with Previous Years The SAMEPERIODLASTYEAR Function ; The DATEADD Function
Parallel Periods
Semi-Additive Measures Opening and Closing Balances – the Problem ; A Partial Solution using the LastDate/FirstDate Function ; Using LastNonBlank or FirstNonBlank
Moving Averages
Power BI Service (4 pages) Introduction to Power BI Service
Publishing Reports from PB Desktop
Reports within Power BI Service Creating Reports ; Editing Reports ; Filtering Reports ; Another Way to View Items in Power BI Service
Dashboards and tiles (9 pages) Overview of Dashboards
Working with Dashboards Creating a Dashboard ; Editing and Deleting Dashboards ; Setting a Featured Dashboard ; Refreshing Dashboards
Working with Tiles Adding Tiles ; Moving and Resizing Tiles ; Changing Dashboard Tile Flow ; Exporting Data for a Tile ; Viewing the Report or Dataset for a Tile ; Changing a Tile’s Title and Subtitle ; Changing what Happens when you Click on Tiles
Live Pages
Adding Tiles Directly Examples of Each Added Tile Type
Refreshing Data (6 pages) What Needs Refreshing
On-Premises Data Gateways Types of Gateway ; What Constitutes a Gateway
Installing and Configuring Gateways Step 1 - Getting Gateway Software ; Step 2 – Running the Installation Software ; Step 3 – Signing In ; Step 4 – Assigning Datasets to Gateways
Refreshing Data Manually Refreshing Data ; Scheduled Refreshing ; Viewing Refresh History ; Scheduled Refreshes
Sharing (7 pages) Ways to Share
Publishing an App Step 1 - Creating an App Workspace ; Step 2 – Publishing to the App Workspace ; Step 3 – Add Dashboards ; Step 4 – Start to Publish your App ; Step 5 – Configure your App ; Step 6 - Getting Access to a Published App
Sharing Dashboards Subscribing to Dashboards
Sharing Reports Saving Reports (PDF and PowerPoint)
Getting Data (3 pages) Importing Third Party Apps
Importing Excel Workbooks Pinning Parts of a Workbook ; Publishing from Excel
Analysis and Insights (6 pages) Quick Insights Scoped Quick Insights
Asking Questions Displaying the Question Box ; Asking Questions ; Getting Help while Asking Questions ; Mixing Datasets ; Featured Questions
Using Synonyms
Row-level security (4 pages) How Roles Work
Row-Level Security in Power BI Desktop Creating Roles ; Testing Roles
Roles in Power BI Service Assigning People to Roles in Power BI Service ; Testing Roles in Power BI Service
Mobile Phone Considerations (3 pages) Power BI Desktop for Mobile Phones
Mobile View for Power BI Service
Power BI Mobile

Power BI for Excel courseware

Here is a list of all of our Power BI for Excel manual chapters (you can download the ones marked):

Chapter Sections Subsections
Introduction to PowerPivot (2 pages) The Course Database
The Power BI Components
Creating Data Models (12 pages) Going into PowerPivot
Importing Tables Step 1 – Connecting to the Database ; Step 2 – Choosing Data Tables ; Step 3 – Importing the Data ; Step 4 – Saving your Work (the xVelocity Engine)
Importing More Tables using an Existing Connection
Filtering Rows and Columns on Import Ignoring Columns ; Filtering Rows
Data and Diagram View Zooming In and Out in Diagram View
Hiding Columns and Tables from Client Views Hiding Columns ; Hiding Tables
Renaming Tables and Columns Renaming Columns ; Renaming Tables
Changing what you’ve Imported for a Table
Formatting Table Columns
Relationships (3 pages) Viewing Existing Relationships
Creating Relationships Creating Relationships in Diagram View ; Creating Relationships Manually
Pivot Tables using PowerPivot (16 pages) Creating the Data Model
Creating a Pivot Table Step 1 – Starting the Pivot Table ; Step 2 – Choosing Fields
Drill Down and Quick Explore Drill Down ; Deleting drill down results ; The Quick Explore Option
Working with Pivot Tables Renaming Fields ; Changing how Values are Calculated ; Changing Number Formatting ; Moving Rows and Columns ; Sorting Pivot Tables
Slicers and Timelines Creating Slicers ; Removing Slicers (or their Filters) ; Changing the Number of Slicer Columns ; Changing the Style of a Slicer ; Inserting Timelines ; Controlling Multiple Pivot Tables with Slicers/Timelines
Formatting Pivot Tables
Choosing what to Display Hiding Field Captions ; Inserting Blank Rows ; Subtotals and Totals ; Changing Report Layout ; Repeating Item Labels
Using Excel Workbooks (4 pages)

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Linking to Excel Tables Creating Tables ; Naming a Table ; Listing Tables ; Linking to Tables
Importing Excel Workbooks
Links to Other Data Sources (5 pages) Formats Supported
Linking to Access
Importing Cubes
Importing from the Clipboard Creating a New Table from the Clipboard ; Appending Existing Data from the Clipboard
Importing from a CSV File
Getting Data (8 pages) A Potted History of Get & Transform
What Get & Transform Does
Getting Data Step 1 - Creating the Query ; Step 2 – Load or Edit?
Managing Queries
Linking to a Website
Linking to an XML File
Other Data Sources
Transforming Data (12 pages) Editing a Query The Query Editor
Editing Query Steps The Hard Way – the M Language ; The Easy Way – Query Steps
Adding Simple Transforms Removing Columns ; Reordering Columns ; Filtering Rows ; Sorting Columns
Splitting Columns, etc. – a Case Study Step 1 – Splitting by Number of Characters ; Step 2 – Splitting by Delimiter ; Step 3 – Replacing Values ; Step 4 – Changing Data Types ; Step 5 - Merging Columns ; Step 6 – Inserting a Start Date Column ; Step 7 – Getting the Month Number ; Step 8 – Aggregating the Data ; Step 9 – Renaming Query Steps ; Step 10 – Running your Query
Managing your Queries Renaming Queries ; Grouping Queries
Recent Data Sources
Calculated Columns (7 pages) What are Calculated Columns? Differences between Calculated Columns and Excel Formulae
Creating Calculated Columns An Alternative Method, using the Keyboard
Working with Calculated Columns Moving Calculated Columns ; Sorting by Calculated Columns
The PowerPivot Function Wizard
Using RELATED to Link Tables
The BLANK Function Blank Arithmetic
Aggregator Columns and SWITCH Using SWITCH
Measures (10 pages) Query Context
Implicit Measures Viewing Implicit Measures
Using AutoSum Using an AutoSum Measure in a Pivot Table
Creating Measures in Excel Step 1 - Starting to Create the Formula ; Step 2 – Choosing the Table ; Step 3 – Completing the Dialog Box
Step 4 – Checking your Formula Step 5 – Using your Formula
Creating Measures in PowerPivot Step 1 – Choosing where to Start ; Step 2 – Creating the Formula ; Step 3 – Renaming the Measure ; Step 4 – Using the Measure
Measures vs. Columns – the Differences Difference 1 - Measures Aggregate ; Difference 2 - Use in Pivot Tables ; Difference 3 - Key Performance Indicators (KPIs)
Basic DAX Formulae (6 pages) Aggregation Functions
X-Suffix Functions Simple Aggregate Functions don’t Work with Expressions ; Aggregate Functions with X Suffix ; Our Example SUMX Function
Calculating Ratios Counting Rows ; Creating Ratios: Measures Needed ; The Final Pivot Table ; Summing Ratios doesn’t Work
DAX Variables
The CALCULATE Function (4 pages) Syntax of the CALCULATE Function
Replacing Filters Replacing a Single Filter ; Replacing More than One Filter
Removing Filters Removing a Single Filter ; Removing Multiple Filters
Using VALUES to Edit a Constraint On its own, VALUES is pointless ; Amending the Query Context Filter
The FILTER Function (3 pages) Syntax of the FILTER Function
Filtering to Show Subsets of Data
Removing Filters using ALL Removing and Partially Reinstating Filters
Ranking (3 pages) The RANKX Function Syntax of the Rank Function ; Entering RANKX in a Calculated Column
Using RANKX in Measures Step 1 – Creating an Intermediate Measure ; Step 2 – using ALL ; Changing the Sort Order ;
The EARLIER Function (2 pages) Case Study: Ranking using EARLIER
Case Study: Group Statistics
Calendars (13 pages) The Need for a Separate Date Table The Excel Approach – Date Functions ; The PowerPivot Approach – Create a Separate Table
Creating a Calendar Table Creating a Calendar in Excel ; Creating a Calendar Table in SQL Server ; Creating a Calendar Automatically
Using your Calendar Change 1 – Mark your Calendar as a Date Table ; Change 2 - Changing Column Data Types ; Change 3 - Creating Relationships
Creating Pivot Tables using Dates Sorting Months Correctly ; Sorting Months by Financial Year
Multiple Date Tables Solution 1 – Multiple Calendars ; Solution 2 – Multiple Relationships
Worked Example – Working Days Calculation Step 1 – Create a Bank Holiday Table ; Step 2 – Create a Relationship for the Bank Holiday Table ; Creating a Calculated Column for Working Days
Date Functions (9 pages) Formulae Covered The Underlying Principle
Period to Date The Year-to-Date Function Family ; Dates to Date Functions ; Fiscal Year Calculations
Comparing with Previous Periods The SAMEPERIODLASTYEAR Function ; Using DATEADD to Compare with any Previous Period
Parallel Periods Comparing with the Previous Year’s Year-to-Date
Moving Averages
Semi-Additive Measures Opening and Closing Balances – the Problem ; A Partial Solution using the LastDate/FirstDate Function ; Using LastNonBlank or FirstNonBlank
Hierarchies (3 pages) Using Hierarchies Advantages and Disadvantages of Hierarchies
Creating Hierarchies Step 1 – Getting the Correct Fields in a Single Table ; Step 2 – Creating the Hierarchy ; Step 3 – Including Fields in your Hierarchy ; Step 4 – Using a Hierarchy
KPIs (5 pages)

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About KPIs The Three Parts of a KPI
Creating a KPI Step 1 – Create the Measures Needed ; Step 2 – Starting to Create the KPI ; Step 3 – Customising your KPI ; Step 4 – Displaying Parts of the KPI
Absolute Targets
Perspectives (2 pages) Overview of Perspectives What Perspectives Are ; Using Perspectives in PowerPivot
Creating and Editing Perspectives
Power View (4 pages) Enabling Power View
What is Power View?
Creating a Power View Visualisation
Why Not to Use Power View


  1. Since Wise Owl print courseware double-sided to save trees, the number of physical pages in each chapter is roughly half of the number of sides quoted.
  2. Downloads are provided as examples only, and should not be used or distributed in any way or form without the prior written permission of Wise Owl.
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