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Courseware

Introduction to Power BI course manual

Here are the chapters included in this course manual (we use exactly the same manuals for our classroom and online Power BI courses).

Click here to download a sample of the first two chapters of this Introduction to Power BI manual, or review how to license our courseware.

Chapter 1 - POWER BI BASICS▼

Section	Title	Subsections	Page
1.1	What is Power BI Desktop?		8
1.2	Installing and Updating Power BI	From Microsoft Store Installing without Automatic Updates	9

Chapter 2 - GETTING STARTED▼

Section	Title	Subsections	Page
2.1	Getting Started in Power BI Desktop	Example for this Chapter	10
2.2	Working with Files	Creating New Files Opening and Saving Files	11
2.3	Views in Power BI Desktop	Switching Panes Report, Table and Model View	12
2.4	Getting Data		14
2.5	Transforming Data	Editing Queries / Transforming Data The Power BI Query Editor Promoting Row Headers Replacing Values Changing Data Types Removing Columns	15
2.6	Creating Visuals	Inserting a Visual Assigning Grouping Fields to a Visual Assigning Numerical Fields	18
2.7	Three Ways to Format Visuals	In Situ Selection Changing what’s on your Chart The Format Pane	20
2.8	Publishing your Report		22

Chapter 3 - IMPORTING DATA▼

Section	Title	Subsections	Page
3.1	Our Example		23
3.2	Importing from Different Sources	Re-Using a Data Source	24
3.3	Importing from Excel		25
3.4	Importing CSV or Text Files		26
3.5	Importing from SQL Server	Using Queries and Stored Procedures Passing Arguments to Stored Procedures	26
3.6	Importing from a Website		29
3.7	Entering Data Manually	Pasting Data Typing in Data	30

Chapter 4 - DATA MODELS▼

Section	Title	Subsections	Page
4.1	Data Models	Viewing a Model Selecting Single Model Items Selecting Multiple Items Searching for Fields	32
4.2	Model Diagrams	Arranging Tables in a Model Diagram Layouts Collapsing and Expanding Tables Controlling Expand/Collapse Field Visibility Seeing Table Information	34
4.3	Hiding Objects	Why you might Want to Hide Tables and Fields Hiding Tables Hiding Fields/Columns	36
4.4	Model Properties	Table Properties Display Folders Default Number and Date Formatting Changing the Default Aggregation for a Field	38
4.5	Relationships	The Need for Relationships Parent-Child Relationships Creating a Relationship Editing Relationships The Effect of Relationships Cross-Filter Direction	40

Chapter 5 - VISUALS▼

Section	Title	Subsections	Page
5.1	Overview of Visuals		43
5.2	Adding and Changing Visuals	Adding a Visual then Selecting its Data Data-First Visual Creation Changing Visual Types	44
5.3	Working with Visuals	The Visual Header Focus Mode Spotlight Mode Resizing a Visual Selecting Visuals Moving, Copying and Deleting Visuals Locking Visuals Aligning and Distributing Visualisations Grouping Visualisations Showing a Visual’s Underlying Data	46
5.4	The Selection Pane	Viewing the Selection Pane Changing the Visual Layer Order Changing the Tab Order Hiding Visuals	51

Chapter 6 - VISUAL INTERACTIONS▼

Section	Title	Subsections	Page
6.1	Overview		53
6.2	Editing Visual Interactions	What the 3 Symbols Mean	54

Chapter 7 - FORMATTING VISUALS▼

Section	Title	Subsections	Page
7.1	Finding Formatting Properties	Searching for a Property Finding a Property	56
7.2	Common Formats to Apply	Setting Visual Backgrounds Borders and Shadow Effects Titles, Subtitles and Dividing Lines	57
7.3	Header Icons		60
7.4	Tooltips		61
7.5	Useful General Formatting Tricks	The Wonderful Format Painter Expanding and Collapsing Cards Removing all Formatting	62
7.6	Themes		64

Chapter 8 - TABLES▼

Section	Title	Subsections	Page
8.1	Basic Tables		65
8.2	Working with Table Columns	Sorting Tables by Columns Re-ordering Columns Changing Column Widths Automatically Changing Column Widths Manually Changing Word Wrap Options Renaming Columns	65
8.3	Aggregating Data		69
8.4	Formatting Numbers	Formatting Numbers within a Single Table Formatting Numbers for all Visuals Setting Custom Number Formats	70
8.5	Working with Dates in Tables	Displaying Dates as Dates Changing the Default Format for a Date Setting a Custom Date Format	72
8.6	Specific to Formatting Tables	Column Headers Totals Font Size and Typeface Table Padding and Gridlines Table Styles Formatting Columns Individually	74

Chapter 9 - CONDITIONAL FORMATTING▼

Section	Title	Subsections	Page
9.1	Conditional Formatting		77
9.2	Applying Conditional Formatting	Setting Conditional Formatting Changing Conditional Formatting	78
9.3	Gradient Effects	Adding a Middle Colour	79
9.4	Rules-Based Conditional Formatting		80
9.5	Formatting Using Field Values		81
9.6	Data Bars		82
9.7	Displaying Icons		83

Chapter 10 - MATRICES▼

Section	Title	Subsections	Page
10.1	Overview of Matrices		84
10.2	Creating a Matrix	The Sections of a Matrix Sorting in a Matrix	85
10.3	Multiple Rows, Columns and Values	Multiple Row Fields Multiple Values Fields Multiple Column Fields	86

Chapter 11 - TEXT BOXES, IMAGES AND SHAPES▼

Section	Title	Subsections	Page
11.1	Overview	Drawing Text Boxes, Images or Shapes	88
11.2	Images	Scaling Images Adding a Hyperlink to an Image	89
11.3	Text Boxes	Inserting Values	90
11.4	Shapes	Adding a Shape	90

Chapter 12 - FILTERING REPORTS▼

Section	Title	Subsections	Page
12.1	How Filters Work		92
12.2	Working with Filters	Showing the Filters Pane Applying a Basic Filter Adding Fields to the Filters Pane Removing a Filter Advanced Text Filters Advanced Number Filters Relative Date Filtering Top and Bottom Filters Sorting Filters	93
12.3	Formatting Filters		97
12.4	Controlling Filters for End Users	Locking and Hiding Filters Report Filter Settings	98

Chapter 13 - SLICERS▼

Section	Title	Subsections	Page
13.1	Introducing Slicers		99
13.2	Working with Slicers	Creating a Slicer Selecting and Clearing Items Changing Selection Behaviour Searching in Slicers Dropdown Slicers Tile Slicers Customising your Slicer Header	100
13.3	Hierarchical Slicers		104
13.4	Number and Date Slicers	Sliders Choosing Dates Picking Relative Dates Changing the Anchor Date	105

Chapter 14 - NEW SLICERS▼

Section	Title	Subsections	Page
14.1	Overview of the New Slicer Visual	Benefits of the New Slicer Visual Enabling the Visual	107
14.2	Working with the New Slicer	Adding a New Slicer Visual Basic Configuration Adding Images and Text Adding Hover and Selection Effects	108

Chapter 15 - DRILL-THROUGH FILTERS▼

Section	Title	Subsections	Page
15.1	What are Drill-Through Filters?		111
15.2	Creating a Drill-through Filter	Step 1 – Create the Main Report Page Step 2 – Create the Drill-Through Target Page Step 3 – Name and Hide your Drill-Through Page Step 4 – Configuring your Drill-Through Page Step 5 – Testing your Drill-Through Page	112
15.3	Three Ways to Drill Through	Modern Tooltips (Left Clicking) Right-Clicking Using a Drill-Through Button	114
15.4	Adding a Context-Sensitive Title		115
15.5	Extra Drill-through Options	Keeping All Filters Drill-through from Summarised Fields	116

Chapter 16 - QUERYING DATA▼

Section	Title	Subsections	Page
16.1	What are Queries?		117
16.2	Working with Queries	Opening the Query Editor The Query Editor Default Query Steps Viewing Data at Different Steps Editing a Query Step Renaming Steps Deleting a Query Step Deleting Multiple Query Steps Adding a New Step Viewing M Formulae Applying Query Changes	118
16.3	Common Transforms	Changing Data Types Renaming Columns Removing Columns Removing Rows Sorting Rows Filtering Rows Splitting Columns by Delimiter Splitting Columns by Number of Characters Extracting Values Replacing Values Duplicating Columns	123
16.4	Creating New Columns	Creating a Column by Example Creating a Formula Creating Conditional Columns	128

Chapter 17 - CALCULATED COLUMNS▼

Section	Title	Subsections	Page
17.1	Introduction to Calculated Columns		131
17.2	Creating Calculated Columns	Starting a New Calculated Column Typing a Formula Multi-line Editing Comments and Indentation Zooming In and Out Formatting DAX	132
17.3	Conditional Functions	The IF Function Operators in DAX The SWITCH Function	134
17.4	The RELATED Function		136
17.5	Blanks	Testing for Blanks Creating Blanks Blank Arithmetic	137
17.6	Testing for Errors		137

Chapter 18 - CHART BASICS▼

Section	Title	Subsections	Page
18.1	The Parts of a Chart		139
18.2	Types of Chart Available		140
18.3	Working with Charts	Creating a Chart Suggesting Chart Types Sorting Charts Zoom Sliders Excluding and Including Data	141
18.4	Quick Ways to Format Charts		145
18.5	Chart Legends		146
18.6	Detail Labels	Leader Lines for Data Labels Total Labels	147
18.7	Background and Gridlines	Plot Area and Background Gridlines	149
18.8	Axes	Categorical versus Continuous Formatting Formatting Axes Scaling Ranges Spacing Categories	150
18.9	Conditional Formatting		152

Chapter 19 - SMALL MULTIPLES▼

Section	Title	Subsections	Page
19.1	Overview of Small Multiples		153
19.2	Creating and Formatting Small Multiples	Setting Grid Width and Height Formatting Small Multiple Titles Other Formatting Options Suppressing Axis Titles Using Different Axes for Different Charts	154
19.3	Making the Background Colour Dynamic		157

Chapter 20 - MORE ON CHARTS▼

Section	Title	Subsections	Page
20.1	Line, Combination and Area Charts	Multiple Fields in Line Charts Line Formatting Secondary Axes Combination Charts Area Charts	158
20.2	Pie, Donut and Treemap Charts	Formatting Pie and Donut Charts	162
20.3	Scatter and Bubble Charts	Creating Scatter Charts Making Bubble Charts Formatting Scatter and Bubble Charts Animating Bubble Charts	163

Chapter 21 - GROUPING AND BINNING▼

Section	Title	Subsections	Page
21.1	Grouping	Starting a Group Editing Groups Using Group Fields	166
21.2	Binning		167

Chapter 22 - DRILL-DOWN▼

Section	Title	Subsections	Page
22.1	Drill-Down for Charts	What is Drill-Down? Enabling Drill Down Drilling Down Drilling Up What Happens when you Drill Down Drill Down and Visual Interactions Viewing the Next Hierarchy Level Expanding All Levels in a Hierarchy	169
22.2	Drill-Down in a Matrix	Choosing Row or Column Fields	173

Chapter 23 - CARDS▼

Section	Title	Subsections	Page
23.1	New Cards		174
23.2	Working with Cards	Creating a New Card Formatting Card Values and Labels Formatting the Numbers in Cards Card Shapes Formatting the Cards Themselves Adding Images to Cards	175
23.3	Reference Labels		178
23.4	Multi-row Cards		179

Chapter 24 - GAUGES▼

Section	Title	Subsections	Page
24.1	Gauges	Adding a Gauge Minimum, Maximum and Target Values Formatting Gauges	180

Chapter 25 - KEY PERFORMANCE INDICATORS (KPIS)▼

Section	Title	Subsections	Page
25.1	Overview of KPIs	Creating a KPI	182
25.2	Creating Targets	Formatting KPIs	183

Chapter 26 - CUSTOM VISUALS▼

Section	Title	Subsections	Page
26.1	What are Custom Visuals?		185
26.2	Adding Custom Visuals	Pinning Custom Visuals	186
26.3	Working with Custom Visuals	Applying a Custom Visual Removing Custom Visuals	187

Chapter 27 - MAPS▼

Section	Title	Subsections	Page
27.1	Overview of Maps		188
27.2	Choosing a Map Visual		189
27.3	Maps Using Latitude and Longitude	Stopping Aggregation for Simple Maps Changing the Aggregation Method for Locations	190
27.4	Maps without Latitude and Longitude	Using a Recognised Geographical Entity Categorising Columns as Places Fixing Locations to the UK Converting Postcodes to Latitude/Longitude	192
27.5	General Maps	Treating Maps as Visuals Changing the Map Style Conditional Formatting Manual Zoom Settings Viewing Controls Selecting Points on a Map Selecting within Driving Time/Distance Drill-Down in Maps	194
27.6	Specific Types of Maps	Bubble Maps Heat Maps Cluster Maps	199
27.7	Layers	3D Column Layers Traffic Layers Reference Layers	201

Chapter 28 - PUBLISHING▼

Section	Title	Subsections	Page
28.1	Overview of Publishing		204
28.2	An Infinite Number of Variables	Your Power BI Licence Linking to Data Data Sources	205
28.3	Workspaces	Choosing a Workspace	207
28.4	Creating Workspaces		208
28.5	Publishing Reports		209
28.6	Viewing and Editing Reports	Reports and Datasets Viewing Individual Reports Editing a Report	210
28.7	Dashboards and Tiles	Adding Tiles to Dashboards Using Tiles	212
28.8	Lineage View		213
28.9	Refreshing Data	Types of Connection Types of Refresh Web Connections: a Warning Viewing and Managing Connections Viewing Individual Connections Scheduling Refreshes	213
28.10	Sharing and Exporting Reports	Creating a PowerPoint Presentation Exporting to PDF Generating a Public URL for your Report Embedding your Report in a Website Creating a Power BI Report File Sharing a Report	218

If you book a place on one of our courses you will automatically get access to the relevant courseware manual online, and also have the option to receive a paper copy of it.

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