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Courseware

Fast-track 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 Fast-track Power BI manual, or review how to license our courseware.

Chapter 1 - IMPORTING DATA▼

Section	Title	Subsections	Page
1.1	Our Example		12
1.2	Importing from Different Sources	Re-Using a Data Source	13
1.3	Importing from Excel		14
1.4	Importing CSV or Text Files		15
1.5	Importing from SQL Server	Using Queries and Stored Procedures Passing Arguments to Stored Procedures	15
1.6	Importing from a Website		18
1.7	Entering Data Manually	Pasting Data Typing in Data	19

Chapter 2 - DATA MODELS▼

Section	Title	Subsections	Page
2.1	Data Models	Viewing a Model Selecting Single Model Items Selecting Multiple Items Searching for Fields	21
2.2	Model Diagrams	Arranging Tables in a Model Diagram Layouts Collapsing and Expanding Tables Controlling Expand/Collapse Field Visibility Seeing Table Information	23
2.3	Hiding Objects	Why you might Want to Hide Tables and Fields Hiding Tables Hiding Fields/Columns	25
2.4	Model Properties	Table Properties Display Folders Default Number and Date Formatting Changing the Default Aggregation for a Field	27
2.5	Relationships	The Need for Relationships Parent-Child Relationships Creating a Relationship Editing Relationships The Effect of Relationships Cross-Filter Direction	29

Chapter 3 - VISUALS▼

Section	Title	Subsections	Page
3.1	Overview of Visuals		32
3.2	Adding and Changing Visuals	Adding a Visual then Selecting its Data Data-First Visual Creation Changing Visual Types	33
3.3	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	35
3.4	The Selection Pane	Viewing the Selection Pane Changing the Visual Layer Order Changing the Tab Order Hiding Visuals	40

Chapter 4 - VISUAL INTERACTIONS▼

Section	Title	Subsections	Page
4.1	Overview		42
4.2	Editing Visual Interactions	What the 3 Symbols Mean	43

Chapter 5 - FORMATTING VISUALS▼

Section	Title	Subsections	Page
5.1	Finding Formatting Properties	Searching for a Property Finding a Property	45
5.2	Common Formats to Apply	Setting Visual Backgrounds Borders and Shadow Effects Titles, Subtitles and Dividing Lines	46
5.3	Header Icons		49
5.4	Tooltips		50
5.5	Useful General Formatting Tricks	The Wonderful Format Painter Expanding and Collapsing Cards Removing all Formatting	51
5.6	Themes		53

Chapter 6 - TABLES▼

Section	Title	Subsections	Page
6.1	Basic Tables		54
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	54
6.3	Aggregating Data		58
6.4	Formatting Numbers	Formatting Numbers within a Single Table Formatting Numbers for all Visuals Setting Custom Number Formats	59
6.5	Working with Dates in Tables	Displaying Dates as Dates Changing the Default Format for a Date Setting a Custom Date Format	61
6.6	Specific to Formatting Tables	Column Headers Totals Font Size and Typeface Table Padding and Gridlines Table Styles Formatting Columns Individually	63

Chapter 7 - CONDITIONAL FORMATTING▼

Section	Title	Subsections	Page
7.1	Conditional Formatting		66
7.2	Applying Conditional Formatting	Setting Conditional Formatting Changing Conditional Formatting	67
7.3	Gradient Effects	Adding a Middle Colour	68
7.4	Rules-Based Conditional Formatting		69
7.5	Formatting Using Field Values		70
7.6	Data Bars		71
7.7	Displaying Icons		72

Chapter 8 - MATRICES▼

Section	Title	Subsections	Page
8.1	Overview of Matrices		73
8.2	Creating a Matrix	The Sections of a Matrix Sorting in a Matrix	74
8.3	Multiple Rows, Columns and Values	Multiple Row Fields Multiple Values Fields Multiple Column Fields	75

Chapter 9 - TEXT BOXES, IMAGES AND SHAPES▼

Section	Title	Subsections	Page
9.1	Overview	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	79

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	Working with Charts	Creating a Chart Suggesting Chart Types Sorting Charts Zoom Sliders Excluding and Including Data	83
10.4	Quick Ways to Format Charts		87
10.5	Chart Legends		88
10.6	Detail Labels	Leader Lines for Data Labels Total Labels	89
10.7	Background and Gridlines	Plot Area and Background Gridlines	91
10.8	Axes	Categorical versus Continuous Formatting Formatting Axes Scaling Ranges Spacing Categories	92
10.9	Conditional Formatting		94

Chapter 11 - SMALL MULTIPLES▼

Section	Title	Subsections	Page
11.1	Overview of Small Multiples		95
11.2	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	96
11.3	Making the Background Colour Dynamic		99

Chapter 12 - MORE ON CHARTS▼

Section	Title	Subsections	Page
12.1	Line, Combination and Area Charts	Multiple Fields in Line Charts Line Formatting Secondary Axes Combination Charts Area Charts	100
12.2	Pie, Donut and Treemap Charts	Formatting Pie and Donut Charts	104
12.3	Scatter and Bubble Charts	Creating Scatter Charts Making Bubble Charts Formatting Scatter and Bubble Charts Animating Bubble Charts	105

Chapter 13 - DRILL-DOWN▼

Section	Title	Subsections	Page
13.1	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	108
13.2	Drill-Down in a Matrix	Choosing Row or Column Fields	112

Chapter 14 - GROUPING AND BINNING▼

Section	Title	Subsections	Page
14.1	Grouping	Starting a Group Editing Groups Using Group Fields	113
14.2	Binning		114

Chapter 15 - QUERYING DATA▼

Section	Title	Subsections	Page
15.1	What are Queries?		116
15.2	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	117
15.3	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	122
15.4	Creating New Columns	Creating a Column by Example Creating a Formula Creating Conditional Columns	127

Chapter 16 - COMBINING QUERIES▼

Section	Title	Subsections	Page
16.1	Loading Multiple Files from a Folder	Setting the Folder Combining the Files Setting the Template for Import Tidying Up the Results An Outline of How it Works	130
16.2	Appending Queries	Combining Queries using Append Tidying up your Results	133
16.3	Merging Data	Loading the Tables to Merge Merging the Data Flattening the Combined Table Final Touches	135
16.4	Fuzzy Merging	Setting a Similarity Threshold Enforcing Case Sensitivity Using a Transformation Table	137

Chapter 17 - MANIPULATION TRANSFORMS▼

Section	Title	Subsections	Page
17.1	Unpivoting Data	Loading the Original Data Unpivoting the Data Renaming your Columns	140
17.2	Grouping Data	Optional Step – Remove Excess Columns Starting Grouping Specifying How to Group Data	142
17.3	Pivoting Columns	Remember Matrices Pivoting: Creating the Necessary New Columns Pivoting by Columns Using our Pivoted Columns	144
17.4	Transposing Data: Replacing Text		146
17.5	Transposing Data: Joining Rows Together	Step 1 – Transposing the Data Step 2 – Reversing your Columns Step 3 – Merging your Columns Step 4 – Transposing Back	147

Chapter 18 - MANIPULATING COLUMNS▼

Section	Title	Subsections	Page
18.1	Splitting Columns	Accessing Split Column Menu Splitting by Delimiter Splitting by Number of Characters Splitting by Positions Splitting by Change in Case or Character Type Splitting into Rows Retaining Quotation Marks	149
18.2	Merging Columns		155
18.3	Extracting Data	Replacing or Adding Columns An Example The Possible Options	156

Chapter 19 - CREATING COLUMNS▼

Section	Title	Subsections	Page
19.1	Ways to Create New Columns		158
19.2	Columns from Examples	Step 1 – Start the Feature Step 2 – Show some Examples Step 3 – Confirm the Formula Step 4 – Review your Formula Step 5 – Understanding your Formula	159
19.3	Built-up Columns		162
19.4	Custom Columns in M	M Prefixes Our Example – Elapsed Days Creating a Custom Column	163
19.5	Special Case - Last Refresh Date/Time		165
19.6	Conditional Columns		166
19.7	Indexing Columns		167

Chapter 20 - TOOLTIPS▼

Section	Title	Subsections	Page
20.1	Overview		168
20.2	Legacy vs Modern Tooltips		169
20.3	Basic Tooltips	Applying Basic Tooltips Formatting Tooltips Standardising Tooltip Formatting Adding Fields to Tooltips	170
20.4	Static Report Page Tooltips	Step 1 – Create the Tooltip Page Step 2 – Setting the Page Size Step 3 – Hiding your Report Step 4 – Creating the Tooltip Report Step 5 – Assigning a Report Page to a Tooltip	173
20.5	Dynamic Report Page Tooltips	Step 1 – Creating the Tooltip Page Step 2 – Adding Content to the Tooltip Page Step 3 – Assigning Fields to the Tooltip Report Page Step 4 – Choosing By Category or Summarized Step 5 – Choosing whether to Keep Filters Step 6 – Assigning your Tooltip Report Page to a Visual Step 7 – Customising the Title	176
20.6	Visual Header (Help) Tooltips	Step 1 – Creating the Tooltip Page Step 2 – Creating the Report Page for the Tooltip Step 3 – Assigning your Page to the Visual Header	180

Chapter 21 - CARDS▼

Section	Title	Subsections	Page
21.1	New Cards		182
21.2	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	183
21.3	Reference Labels		186
21.4	Multi-row Cards		187

Chapter 22 - GAUGES▼

Section	Title	Subsections	Page
22.1	Gauges	Adding a Gauge Minimum, Maximum and Target Values Formatting Gauges	188

Chapter 23 - KEY PERFORMANCE INDICATORS (KPIS)▼

Section	Title	Subsections	Page
23.1	Overview of KPIs	Creating a KPI	190
23.2	Creating Targets	Formatting KPIs	191

Chapter 24 - CUSTOM VISUALS▼

Section	Title	Subsections	Page
24.1	What are Custom Visuals?		193
24.2	Adding Custom Visuals	Pinning Custom Visuals	194
24.3	Working with Custom Visuals	Applying a Custom Visual Removing Custom Visuals	195

Chapter 25 - INFOGRAPHICS▼

Section	Title	Subsections	Page
25.1	Assembling what you Need		196
25.2	Creating a Picture Chart	Step 1 – Creating the Chart Step 2 – Editing the Chart Step 3 – Adding your Images Step 4 – Assigning Pictures to Data Series Step 5 - Stacking your Pictures Step 6 – Set your Picture Unit Size Step 7 - Adding Text Labels	197

Chapter 26 - FILTERING REPORTS▼

Section	Title	Subsections	Page
26.1	How Filters Work		202
26.2	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	203
26.3	Formatting Filters		207
26.4	Controlling Filters for End Users	Locking and Hiding Filters Report Filter Settings	208

Chapter 27 - SLICERS▼

Section	Title	Subsections	Page
27.1	Introducing Slicers		209
27.2	Working with Slicers	Creating a Slicer Selecting and Clearing Items Changing Selection Behaviour Searching in Slicers Dropdown Slicers Tile Slicers Customising your Slicer Header	210
27.3	Hierarchical Slicers		214
27.4	Number and Date Slicers	Sliders Choosing Dates Picking Relative Dates Changing the Anchor Date	215

Chapter 28 - NEW SLICERS▼

Section	Title	Subsections	Page
28.1	Overview of the New Slicer Visual	Benefits of the New Slicer Visual Enabling the Visual	217
28.2	Working with the New Slicer	Adding a New Slicer Visual Basic Configuration Adding Images and Text Adding Hover and Selection Effects	218

Chapter 29 - ADVANCED SLICERS▼

Section	Title	Subsections	Page
29.1	Sync Slicers	What are Sync Slicers? Viewing Sync Slicers What the Symbols Mean Grouping Slicers	221
29.2	Applying/Clearing All Slicers	How Applying/Clearing Slicers Works Adding the Buttons Showing a Pending Icon	223
29.3	Tricks with Slicers	Changing Date and Numeric Slicers Slicer Interactions	225

Chapter 30 - DRILL-THROUGH FILTERS▼

Section	Title	Subsections	Page
30.1	What are Drill-Through Filters?		226
30.2	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	227
30.3	Three Ways to Drill Through	Modern Tooltips (Left Clicking) Right-Clicking Using a Drill-Through Button	229
30.4	Adding a Context-Sensitive Title		230
30.5	Extra Drill-through Options	Keeping All Filters Drill-through from Summarised Fields	231

Chapter 31 - PUBLISHING▼

Section	Title	Subsections	Page
31.1	Overview of Publishing		232
31.2	An Infinite Number of Variables	Your Power BI Licence Linking to Data Data Sources	233
31.3	Workspaces	Choosing a Workspace	235
31.4	Creating Workspaces		236
31.5	Publishing Reports		237
31.6	Viewing and Editing Reports	Reports and Datasets Viewing Individual Reports Editing a Report	238
31.7	Dashboards and Tiles	Adding Tiles to Dashboards Using Tiles	240
31.8	Lineage View		241
31.9	Refreshing Data	Types of Connection Types of Refresh Web Connections: a Warning Viewing and Managing Connections Viewing Individual Connections Scheduling Refreshes	241
31.10	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	246

Chapter 32 - CALCULATED COLUMNS▼

Section	Title	Subsections	Page
32.1	Introduction to Calculated Columns		249
32.2	Creating Calculated Columns	Starting a New Calculated Column Typing a Formula Multi-line Editing Comments and Indentation Zooming In and Out Formatting DAX	250
32.3	Conditional Functions	The IF Function Operators in DAX The SWITCH Function	252
32.4	The RELATED Function		254
32.5	Blanks	Testing for Blanks Creating Blanks Blank Arithmetic	255
32.6	Testing for Errors		255

Chapter 33 - QUICK MEASURES▼

Section	Title	Subsections	Page
33.1	What are Measures?	Ways to Create Measures	257
33.2	Creating Normal Measures	Step 1 - Creating a Measures Table Step 2 – Adding a Measure	257
33.3	Creating Quick Measures	Step 1 – Adding a Quick Measure Step 2 - Choosing the Calculation Type and Base Value Step 3 - Specify any Filtered Value Step 4 - Viewing and Tidying Up your Quick Measure	259
33.4	Quick Measures using Copilot	Problems with Copilot Quick Measures	261
33.5	Example 1: Listing Selected Items	Creating the Slicer Selection Quick Measure Displaying the Slicer Selection Creating a Measure to Show the Visual Title Showing a Dynamic Title	262
33.6	Example 2: Line Chart Averages	Creating the Base Measures Reviewing the DAX Creating the Final Measure The Final Chart	264
33.7	Example 3: Running Totals		266

Chapter 34 - DYNAMIC FORMATTING▼

Section	Title	Subsections	Page
34.1	Our Example		267
34.2	Creating our Example	Creating our Card Applying Title Dynamically Formatting Applying Other Dynamic Formatting Copying our Visual	268

Chapter 35 - MAPS▼

Section	Title	Subsections	Page
35.1	Overview of Maps		271
35.2	Choosing a Map Visual		272
35.3	Maps Using Latitude and Longitude	Stopping Aggregation for Simple Maps Changing the Aggregation Method for Locations	273
35.4	Maps without Latitude and Longitude	Using a Recognised Geographical Entity Categorising Columns as Places Fixing Locations to the UK Converting Postcodes to Latitude/Longitude	275
35.5	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	277
35.6	Specific Types of Maps	Bubble Maps Heat Maps Cluster Maps	282
35.7	Layers	3D Column Layers Traffic Layers Reference Layers	284

Chapter 36 - BOOKMARKS▼

Section	Title	Subsections	Page
36.1	Examples of Bookmarks		287
36.2	Our Case Study	Planning the Bookmarks Needed	288
36.3	Creating Bookmarks	Step 1 - Naming your Visuals Step 2 - Displaying the Bookmarks Pane Step 3 - Creating Bookmarks	289
36.4	Configuring your Bookmarks	Step 1 – Data Settings Step 2 – Display Settings Step 3 – Update the Bookmark Step 4 - Linking to your Bookmarks	291
36.5	Linking to Pages using Bookmarks	Creating the Home Bookmark	293
36.6	Bookmark Navigators	Assigning Bookmarks to Groups Adding a Bookmark Navigator Formatting the Selected Bookmark Controlling Deselection Behaviour	294

Chapter 37 - BUTTONS AND SHAPES▼

Section	Title	Subsections	Page
37.1	Overview	Types of Clickable Objects Types of Action	297
37.2	Adding Clickable Shapes		298
37.3	Adding Clickable Images		298
37.4	Adding Clickable Buttons	Adding the Button Setting Default, Hover, Selection and Disabled Effects Formatting Buttons	300

Chapter 38 - IDEAS FOR BOOKMARKS▼

Section	Title	Subsections	Page
38.1	Idea 1 - Default Slicer Values	Creating the Slicers and Action Button Setting your Default Slicers Creating and Customising your Bookmark Attaching the Bookmark to your Action Button	302
38.2	Idea 2 - Pictures to Filter Charts	Setting the Scene Setting the Bookmarks to Filter Attaching the Bookmarks to the Images	304
38.3	Idea 3 - Sort Icons	Creating the Buttons Creating the Bookmarks Configuring the Bookmarks	306
38.4	Idea 4 - Pop-Up Buttons	Creating Each Help Message Creating the Bookmarks Assigning Actions to the Bookmarks	308
38.5	Idea 5 - Slide-out Filters	The Source for this Idea Creating the Visuals Creating the Bookmarks Creating the Action Buttons	310

Chapter 39 - PAGE NAVIGATION▼

Section	Title	Subsections	Page
39.1	Overview		312
39.2	Page Navigators	Creating Page Navigators Formatting Page Navigators Displaying Page Navigators as Grids	313
39.3	Simple Custom Page Navigators		315
39.4	Dynamic Page Navigation	Step 1 – Creating (and Editing) the Table Step 2 – Creating the Slicer Step 3 – Creating the Button Step 4 – Setting the Button’s Action and Tooltip Step 5 – Showing your Menu on All Pages	316

Chapter 40 - DECOMPOSITION TREE▼

Section	Title	Subsections	Page
40.1	Overview		319
40.2	Creating and Using	Creating a Decomposition Tree Using a Decomposition Tree Removing Unwanted Levels Expand and Collapse Options Locking Levels	320
40.3	Formatting Decomposition Trees	Title and Subtitle Tree Density Changing the Connectors Formatting the Data Bars	323
40.4	AI Splits	Turning AI Splits Off Absolute Splits Relative Splits	325

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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