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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		9

Chapter 2 - GETTING STARTED▼

Section	Title	Subsections	Page
2.1	Getting Started in Power BI Desktop	Example for this Chapter Showing Keyboard Shortcuts	10
2.2	Working with Files	Creating New Files Saving and Closing Files	11
2.3	The Power BI Desktop Screen		12
2.4	Getting Data		13
2.5	Transforming Data	Editing a Query The Power Query Editor Removing and Renaming Columns Splitting Columns	14
2.6	Creating Visualisations	Inserting a Visualisation Assigning Fields to a Visualisation	16
2.7	Formatting Visuals	Searching for Format Properties	17
2.8	Filtering Visuals	Adding Fields to the Filters List Applying a Filter	18
2.9	Working with Report Pages	Changing the Page View Page Settings Renaming Pages Adding and Deleting Pages Hiding Pages	19
2.10	Themes		21

Chapter 3 - IMPORTING DATA▼

Section	Title	Subsections	Page
3.1	Our Example		22
3.2	Importing from Different Sources	Re-Using a Data Source	23
3.3	Importing from Excel		24
3.4	Importing CSV or Text Files		25
3.5	Importing from SQL Server	Using Queries and Stored Procedures	26
3.6	Importing from a Website		28
3.7	Importing a Power BI Dataset		29
3.8	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 Hiding Objects in the Report View	34
4.3	Model Properties	Table Properties Display Folders Default Number and Date Formatting Changing the Default Aggregation for a Field	37
4.4	Relationships	The Need for Relationships Parent-Child Relationships Creating a Relationship Editing Relationships The Effect of Relationships Cross-Filter Direction	39

Chapter 5 - VISUALISATIONS▼

Section	Title	Subsections	Page
5.1	Overview of Visualisations		42
5.2	Working with Visualisations	Adding a Visual The Visual Editing Panes 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 Customising the Visuals Pane	43
5.3	The Selection Pane	Changing the Visual Layer Order Changing the Tab Order Hiding Visuals Renaming a Visual	48
5.4	Visual Interactions	Editing Interactions Visual Interaction Settings	50

Chapter 6 - TABLES▼

Section	Title	Subsections	Page
6.1	Basic Tables		52
6.2	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	53
6.3	Aggregating Data		55
6.4	Formatting Numbers	Formatting Numbers within a Single Table Formatting Numbers for all Visuals (Method 1) Formatting Numbers for all Visuals (Method 2) Setting Custom Number Formats	56
6.5	Formatting Dates	Displaying Dates as Dates Formatting Dates (Method 1) Formatting Dates (Method 2)	58
6.6	Formatting Visuals – General	Visual Borders, Shadow and Background Titles	60
6.7	Specific to Formatting Tables	Column Headers Totals Font Size and Typeface Table Padding and Gridlines Table Styles Formatting Columns Individually	61
6.8	The Wonderful Format Painter		64
6.9	Images and URLs in Tables	Showing Images URLs in Tables	65

Chapter 7 - CONDITIONAL FORMATTING▼

Section	Title	Subsections	Page
7.1	Conditional Formatting		67
7.2	Applying Conditional Formatting to Fields	Applying Conditional Formatting through the Field Well Applying Conditional Formatting through the Format Pane	68
7.3	Gradient Effects	Adding a Middle Colour	69
7.4	Rules-Based Conditional Formatting		70
7.5	Data Bars		71
7.6	Formatting Using Field Values	Using SWITCH to Generate Colours	72
7.7	Displaying Icons		73

Chapter 8 - MATRICES▼

Section	Title	Subsections	Page
8.1	Overview of Matrices		74
8.2	Creating a Matrix	Sorting in a Matrix	75
8.3	Multiple Rows, Columns and Values	Disabling or Editing Stepped Layout	76

Chapter 9 - TEXT BOXES, IMAGES AND SHAPES▼

Section	Title	Subsections	Page
9.1	Non-Data Visualisations	Drawing Text Boxes, Images or Shapes	77
9.2	Images	Scaling Images Adding a Hyperlink to an Image	78
9.3	Text Boxes	Inserting Values	79
9.4	Shapes	Adding a Shape	80

Chapter 10 - CHART BASICS▼

Section	Title	Subsections	Page
10.1	The Parts of a Chart		81
10.2	Types of Chart Available		82
10.3	Creating a Chart	Creating a New Chart Turning a Table into a Chart	83
10.4	Sorting Charts		84
10.5	Formatting Charts	Legends and Series Colours Detail Labels Total Labels Plot Area and Background Gridlines Axes Conditional Formatting	85
10.6	Excluding and Including Data		91
10.7	Zoom Sliders		92

Chapter 11 - SMALL MULTIPLES▼

Section	Title	Subsections	Page
11.1	What Makes a Good Small Multiple?		93
11.2	Creating Small Multiples	Setting Grid Width and Height Formatting Small Multiple Titles Formatting Small Multiple Charts	94

Chapter 12 - MORE ON CHARTS▼

Section	Title	Subsections	Page
12.1	Column and Bar Charts	Continuous and Categorical Axes Category Width and Padding	97
12.2	Line Charts	Line Formatting Dual Axis Line Charts	99
12.3	Combined Charts	Formatting the Secondary Axis	100
12.4	Waterfall Charts	Showing Breakdowns	102
12.5	Scatter and Bubble Charts	Animating Bubble Charts	103
12.6	Other Chart Types	Area Charts Ribbon Charts Pie and Donut Charts Treemap Charts Funnel Charts	105

Chapter 13 - GROUPING AND BINNING▼

Section	Title	Subsections	Page
13.1	Grouping	Starting a Group Editing Groups Using Group Fields	108
13.2	Binning		110

Chapter 14 - VISUALS FOR DASHBOARDS▼

Section	Title	Subsections	Page
14.1	Gauges	Minimum, Maximum and Target Values Formatting Gauges	111
14.2	KPIs	Creating Targets Colour Coding Targets Formatting the Numbers Displayed	113
14.3	Cards		115

Chapter 15 - CUSTOM VISUALS▼

Section	Title	Subsections	Page
15.1	What are Custom Visuals?		116
15.2	Adding Custom Visuals		117
15.3	Using a Custom Visual		118
15.4	Removing Custom Visuals	Removing Custom Visuals Pinned to the Visualisations Pane	119

Chapter 16 - DRILL-DOWN▼

Section	Title	Subsections	Page
16.1	What is Drill-Down?	Enabling Drill Down	120
16.2	Using Drill-Down	Drilling Down and Up Drill Down and Visual Interactions Viewing the Next Hierarchy Level Expanding All Levels in a Hierarchy	121
16.3	Drill-Down in a Matrix	Choosing Row or Column Fields	124
16.4	Showing Data Tables		125

Chapter 17 - SLICERS▼

Section	Title	Subsections	Page
17.1	Slicer Basics	Creating a Slicer Selecting and Clearing Items Changing Selection Behaviour Searching in Slicers Dropdown Slicers Slicer Orientation Formatting Slicers Customising your Slicer Header Images in Slicers Slicer Interactions	126
17.2	Number and Date Slicers	Sliders Choosing Dates Picking Relative Dates Changing the Anchor Date	131
17.3	Sync Slicers		133
17.4	Hierarchical Slicers		134

Chapter 18 - FILTERING REPORTS▼

Section	Title	Subsections	Page
18.1	How Filters Work		135
18.2	The Filters Pane		136
18.3	Applying and Removing Filters	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	137
18.4	Sorting Filters	Manually Arranging Filters Sorting Filters	140
18.5	Formatting Filters		141
18.6	Controlling Filters for End Users	Locking and Hiding Filters Report Filter Settings	142

Chapter 19 - DRILL-THROUGH FILTERS▼

Section	Title	Subsections	Page
19.1	What are Drill-Through Filters?		143
19.2	Creating a Drillthrough Filter	Step 1 – Create the Main Report Page Step 2 – Create the Drillthrough Target Page Step 3 – Create the Drillthrough Filter Step 4 – Use the Drillthrough Feature	144
19.3	Extra Drillthrough Options	Keeping All Filters Drillthrough from Summarised Fields	146
19.4	Buttons for Drill-Through		147

Chapter 20 - QUERYING DATA▼

Section	Title	Subsections	Page
20.1	What are Queries?		148
20.2	Working with Queries	Opening the Query Editor The Power Query Editor Default Query Steps Viewing Data at Different Steps Editing a Query Step Deleting a Query Step Adding a New Step Applying Query Changes The Advanced Editor	149
20.3	Transforming Data	Changing Data Types Renaming Columns Removing Columns Removing Rows Sorting and Filtering Rows Splitting Columns Extracting Values Replacing Values Replacing Errors Duplicating Columns	154
20.4	Creating New Columns	Creating a Formula Creating a Column by Example	158
20.5	Conditional Columns		160

Chapter 21 - CALCULATED COLUMNS▼

Section	Title	Subsections	Page
21.1	Introduction to Calculated Columns		161
21.2	Creating Calculated Columns	Starting a New Column Typing a Formula Hints for Editing DAX DAX Editors	162
21.3	Conditional Functions	The IF Function Operators in DAX The SWITCH Function	164
21.4	The RELATED Function		166
21.5	Blanks	Testing for Blanks Creating Blanks Blank Arithmetic	167
21.6	Testing for Errors		168

Chapter 22 - MAPS▼

Section	Title	Subsections	Page
22.1	Overview of Maps		169
22.2	Choosing a Mapping Tool	Installing Preview Map Features	170
22.3	Creating Maps	Assigning a Location Bubble Size Conditional Formatting Using Legend Fields Heat Maps Map Styles	171
22.4	Geocoding	Categorising Geographic Data Adding a Country Code	174
22.5	Latitude and Longitude	Converting Postcodes Cleaning the Imported Data Configure the Data Model Assigning Fields to a Map	175
22.6	Drilldown in Maps	Controlling Map Zoom	177

Chapter 23 - PUBLISHING▼

Section	Title	Subsections	Page
23.1	Overview of Publishing		178
23.2	An Infinite Number of Variables	Your Power BI Licence Linking to Data Data Sources	179
23.3	Logging on to Power BI Service		180
23.4	Creating Workspaces		181
23.5	Publishing a Report		182
23.6	Viewing and Editing Reports	Reports and Datasets Lineage View Viewing Individual Reports Editing a Report	183
23.7	Dashboards and Tiles	Adding Tiles to Dashboards Listing Dashboards Viewing Dashboards	186
23.8	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	187

Chapter 24 - POWER BI APPS▼

Section	Title	Subsections	Page
24.1	What are Apps?		191
24.2	Creating Apps	Starting to Create an App Configuring how Your App will Look Configuring your Navigation Menu Configuring Access to Data Sources Finishing Publication	192
24.3	Installing Apps		195

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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