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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 - POWER BI BASICS▼

Section	Title	Subsections	Page
1.1	What is Power BI Desktop?		11
1.2	Installing and Updating Power BI		12

Chapter 2 - IMPORTING DATA▼

Section	Title	Subsections	Page
2.1	Our Example		13
2.2	Importing from Different Sources	Re-Using a Data Source	14
2.3	Importing from Excel		15
2.4	Importing CSV or Text Files		16
2.5	Importing from SQL Server	Using Queries and Stored Procedures	17
2.6	Importing from a Website		19
2.7	Importing a Power BI Dataset		20
2.8	Entering Data Manually	Pasting Data Typing in Data	21

Chapter 3 - DATA MODELS▼

Section	Title	Subsections	Page
3.1	Data Models	Viewing a Model Selecting Single Model Items Selecting Multiple Items Searching for Fields	23
3.2	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	25
3.3	Model Properties	Table Properties Display Folders Default Number and Date Formatting Changing the Default Aggregation for a Field	28
3.4	Relationships	The Need for Relationships Parent-Child Relationships Creating a Relationship Editing Relationships The Effect of Relationships Cross-Filter Direction	30

Chapter 4 - VISUALISATIONS▼

Section	Title	Subsections	Page
4.1	Overview of Visualisations		33
4.2	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	34
4.3	The Selection Pane	Changing the Visual Layer Order Changing the Tab Order Hiding Visuals Renaming a Visual	39
4.4	Visual Interactions	Editing Interactions Visual Interaction Settings	41

Chapter 5 - TABLES▼

Section	Title	Subsections	Page
5.1	Basic Tables		43
5.2	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	44
5.3	Aggregating Data		46
5.4	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	47
5.5	Formatting Dates	Displaying Dates as Dates Formatting Dates (Method 1) Formatting Dates (Method 2)	49
5.6	Formatting Visuals – General	Visual Borders, Shadow and Background Titles	51
5.7	Specific to Formatting Tables	Column Headers Totals Font Size and Typeface Table Padding and Gridlines Table Styles Formatting Columns Individually	52
5.8	The Wonderful Format Painter		55
5.9	Images and URLs in Tables	Showing Images URLs in Tables	56

Chapter 6 - CONDITIONAL FORMATTING▼

Section	Title	Subsections	Page
6.1	Conditional Formatting		58
6.2	Applying Conditional Formatting to Fields	Applying Conditional Formatting through the Field Well Applying Conditional Formatting through the Format Pane	59
6.3	Gradient Effects	Adding a Middle Colour	60
6.4	Rules-Based Conditional Formatting		61
6.5	Data Bars		62
6.6	Formatting Using Field Values	Using SWITCH to Generate Colours	63
6.7	Displaying Icons		64

Chapter 7 - MATRICES▼

Section	Title	Subsections	Page
7.1	Overview of Matrices		65
7.2	Creating a Matrix	Sorting in a Matrix	66
7.3	Multiple Rows, Columns and Values	Disabling or Editing Stepped Layout	67

Chapter 8 - TEXT BOXES, IMAGES AND SHAPES▼

Section	Title	Subsections	Page
8.1	Non-Data Visualisations	Drawing Text Boxes, Images or Shapes	68
8.2	Images	Scaling Images Adding a Hyperlink to an Image	69
8.3	Text Boxes	Inserting Values	70
8.4	Shapes	Adding a Shape	71

Chapter 9 - CHART BASICS▼

Section	Title	Subsections	Page
9.1	The Parts of a Chart		72
9.2	Types of Chart Available		73
9.3	Creating a Chart	Creating a New Chart Turning a Table into a Chart	74
9.4	Sorting Charts		75
9.5	Formatting Charts	Legends and Series Colours Detail Labels Total Labels Plot Area and Background Gridlines Axes Conditional Formatting	76
9.6	Excluding and Including Data		82
9.7	Zoom Sliders		83

Chapter 10 - SMALL MULTIPLES▼

Section	Title	Subsections	Page
10.1	What Makes a Good Small Multiple?		84
10.2	Creating Small Multiples	Setting Grid Width and Height Formatting Small Multiple Titles Formatting Small Multiple Charts Making the Background Colour Dynamic	85

Chapter 11 - MORE ON CHARTS▼

Section	Title	Subsections	Page
11.1	Column and Bar Charts	Continuous and Categorical Axes Category Width and Padding	88
11.2	Line Charts	Line Formatting Dual Axis Line Charts	90
11.3	Combined Charts	Formatting the Secondary Axis	91
11.4	Waterfall Charts	Showing Breakdowns	93
11.5	Scatter and Bubble Charts	Animating Bubble Charts	94
11.6	Other Chart Types	Area Charts Ribbon Charts Pie and Donut Charts Treemap Charts Funnel Charts	96

Chapter 12 - GROUPING AND BINNING▼

Section	Title	Subsections	Page
12.1	Grouping	Starting a Group Editing Groups Using Group Fields	99
12.2	Binning		101

Chapter 13 - VISUALS FOR DASHBOARDS▼

Section	Title	Subsections	Page
13.1	Gauges	Minimum, Maximum and Target Values Formatting Gauges	102
13.2	KPIs	Creating Targets Colour Coding Targets Formatting the Numbers Displayed	104
13.3	Cards		106

Chapter 14 - CUSTOM VISUALS▼

Section	Title	Subsections	Page
14.1	What are Custom Visuals?		107
14.2	Adding Custom Visuals		108
14.3	Using a Custom Visual		109
14.4	Removing Custom Visuals	Removing Custom Visuals Pinned to the Visualisations Pane	110

Chapter 15 - DRILL-DOWN▼

Section	Title	Subsections	Page
15.1	What is Drill-Down?	Enabling Drill Down	111
15.2	Using Drill-Down	Drilling Down and Up Drill Down and Visual Interactions Viewing the Next Hierarchy Level Expanding All Levels in a Hierarchy	112
15.3	Drill-Down in a Matrix	Choosing Row or Column Fields	115
15.4	Showing Data Tables		116

Chapter 16 - SLICERS▼

Section	Title	Subsections	Page
16.1	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	117
16.2	Number and Date Slicers	Sliders Choosing Dates Picking Relative Dates Changing the Anchor Date	122
16.3	Sync Slicers		124
16.4	Hierarchical Slicers		125

Chapter 17 - FILTERING REPORTS▼

Section	Title	Subsections	Page
17.1	How Filters Work		126
17.2	The Filters Pane		127
17.3	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	128
17.4	Sorting Filters	Manually Arranging Filters Sorting Filters	131
17.5	Formatting Filters		132
17.6	Controlling Filters for End Users	Locking and Hiding Filters Report Filter Settings	133

Chapter 18 - DRILLTHROUGH FILTERS▼

Section	Title	Subsections	Page
18.1	What are Drillthrough Filters?		134
18.2	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	135
18.3	Extra Drillthrough Options	Keeping All Filters Drillthrough from Summarised Fields	137
18.4	Buttons for Drillthrough		138

Chapter 19 - QUERYING DATA▼

Section	Title	Subsections	Page
19.1	What are Queries?		139
19.2	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	140
19.3	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	145
19.4	Creating New Columns	Creating a Formula Creating a Column by Example	149
19.5	Conditional Columns		151

Chapter 20 - CALCULATED COLUMNS▼

Section	Title	Subsections	Page
20.1	Introduction to Calculated Columns		152
20.2	Creating Calculated Columns	Starting a New Column Typing a Formula Hints for Editing DAX DAX Editors	153
20.3	Conditional Functions	The IF Function Operators in DAX The SWITCH Function	155
20.4	The RELATED Function		157
20.5	Blanks	Testing for Blanks Creating Blanks Blank Arithmetic	158
20.6	Testing for Errors		159

Chapter 21 - MAPS▼

Section	Title	Subsections	Page
21.1	Overview of Maps		160
21.2	Choosing a Mapping Tool	Installing Preview Map Features	161
21.3	Creating Maps	Assigning a Location Bubble Size Conditional Formatting Using Legend Fields Heat Maps Map Styles	162
21.4	Geocoding	Categorising Geographic Data Adding a Country Code	165
21.5	Latitude and Longitude	Converting Postcodes Cleaning the Imported Data Configure the Data Model Assigning Fields to a Map	166
21.6	Drilldown in Maps	Controlling Map Zoom	168

Chapter 22 - PUBLISHING▼

Section	Title	Subsections	Page
22.1	Overview of Publishing		169
22.2	An Infinite Number of Variables	Your Power BI Licence Linking to Data Data Sources	170
22.3	Logging on to Power BI Service		171
22.4	Creating Workspaces		172
22.5	Publishing a Report		173
22.6	Viewing and Editing Reports	Reports and Datasets Lineage View Viewing Individual Reports Editing a Report	174
22.7	Dashboards and Tiles	Adding Tiles to Dashboards Listing Dashboards Viewing Dashboards	177
22.8	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	178

Chapter 23 - MANIPULATING COLUMNS▼

Section	Title	Subsections	Page
23.1	Splitting Columns	Splitting by Number of Characters Splitting by Delimiters Splitting by Positions Splitting by Change in Case or Character Type Splitting into Rows Retaining Quotation Marks	182
23.2	Merging Columns		187
23.3	Extracting Data	Replacing or Adding Columns An Example The Possible Options	188

Chapter 24 - CREATING COLUMNS▼

Section	Title	Subsections	Page
24.1	Ways to Create New Columns		190
24.2	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	191
24.3	Built-up Columns		194
24.4	Custom Columns in M	M Prefixes Our Example – Elapsed Days Creating a Custom Column A Special Case: Last Refresh Date/time	195
24.5	Conditional Columns		198
24.6	Indexing Columns		199

Chapter 25 - COMBINING QUERIES▼

Section	Title	Subsections	Page
25.1	Ways to Combine Data		200
25.2	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	201
25.3	Appending Queries	Combining Queries using Append Tidying up your Results	204
25.4	Merging Data	Loading the Tables to Merge Merging the Data Flattening the Combined Table Final Touches	206
25.5	Fuzzy Merging	Setting a Similarity Threshold Enforce Case Sensitivity Using a Transformation Table	209

Chapter 26 - MANIPULATION TRANSFORMS▼

Section	Title	Subsections	Page
26.1	Unpivoting Data	Loading the Original Data Unpivoting the Data Renaming your Columns	211
26.2	Grouping Data	Optional Step – Remove Excess Columns Starting Grouping Specifying How to Group Data	213
26.3	Pivoting Columns	Remember Matrices Our Example for Pivot Columns Creating the Necessary New Columns Pivoting by Columns	215
26.4	Transposing Data	Replacing within a Column Joining Rows Together	217

Chapter 27 - ERROR HANDLING▼

Section	Title	Subsections	Page
27.1	Default Treatment of Errors	Errors in the First 1000 Rows Errors in Subsequent Rows	219
27.2	Fixing Errors in a Separate Table	Step 1 – Duplicate the Table Step 2 – Remove the Errors from One Table Step 3 – Correct the Errors in the Second Table Merging the Data Back Together	221
27.3	Fixing Errors In Situ	Replacing Errors Handling with a Custom Column	223

Chapter 28 - DATA PROFILING▼

Section	Title	Subsections	Page
28.1	Showing Profiling Data	Displaying Pop-up Column Profiles Grouping Profiled Data	224
28.2	Query Dependencies		226

Chapter 29 - WHAT-IF PARAMETERS▼

Section	Title	Subsections	Page
29.1	Our Example	The Steps to Follow	227
29.2	Creating and Using What-If Parameters	Step 1 – Create the What-If Parameter Step 2 – Customise the Slicer Step 3 – Create a Quick Measure to Show your Data Step 4 – Display your Measure in a Visual	228

Chapter 30 - DATA ANALYTICS▼

Section	Title	Subsections	Page
30.1	Overview of Lines		232
30.2	Adding Lines		233
30.3	Trend Lines	The Combine Series Option	234
30.4	Forecast Lines		235
30.5	Anomalies	Showing the Expected Range Showing Anomalies Explanatory Fields	236
30.6	Symmetry Shading		238
30.7	Ratio Lines		239

Chapter 31 - TOOLTIPS▼

Section	Title	Subsections	Page
31.1	Overview		240
31.2	Basic Tooltips	Minimal Tooltips Configuring Basic Tooltips Adding Fields to Tooltips	241
31.3	Static Report Pages	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	243
31.4	Dynamic Report Page Tooltips	Step 1 – Creating the Tooltip Page Step 2 – Creating the Report Page for the Tooltip Step 3 – Assigning Fields to the Tooltip Report Page Step 4 – Choosing When to Show your Tooltip Step 5 – Choosing whether to Keep Filters Step 6 – Assigning your Tooltip Report Page to a Visual	246
31.5	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	249

Chapter 32 - QUICK MEASURES▼

Section	Title	Subsections	Page
32.1	About Measures		251
32.2	Creating Normal Measures	Step 1 - Creating a Measures Table Step 2 – Adding a Measure	252
32.3	Starting Quick Measures		253
32.4	Example: Comparison against Single Items	Choosing the Calculation Type and Base Value Specifying the Filtered Value Viewing and Tidying Up your Quick Measure	254
32.5	Example: 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	256
32.6	Example: Line Chart Averages	Creating the Base Measures Reviewing the DAX Creating the Final Measure The Final Chart	258
32.7	Example: Running Totals		260

Chapter 33 - DYNAMIC FORMATTING▼

Section	Title	Subsections	Page
33.1	An Example of Dynamic Formatting		261
33.2	Applying Dynamic Formatting		262

Chapter 34 - Q&A VISUALS▼

Section	Title	Subsections	Page
34.1	The Q&A Visual	Creating a Q&A Visual Making the Visualisation Permanent Formatting Q&A Visuals	263
34.2	Improving the Q&A Experience	Ambiguous Terms Adding Synonyms (1 of 3) – using Model View Adding Synonyms (2 of 3) – Setting Field Synonyms Adding Synonyms (3 of 3) - Teaching the Q&A Feature	265

Chapter 35 - NARRATIVES▼

Section	Title	Subsections	Page
35.1	Smart Narratives	What are Smart Narratives? Creating a Smart Narrative Formatting Values Generated Smart Narratives are Dynamic	268
35.2	Explaining Changes		270

Chapter 36 - BUTTONS AND SHAPES▼

Section	Title	Subsections	Page
36.1	Overview	Types of Clickable Objects Types of Action	271
36.2	Adding Clickable Shapes		272
36.3	Adding Clickable Images		273
36.4	Adding Clickable Buttons	Adding the Button Setting Default, Hover, Selection and Disabled Effects Formatting Buttons	274

Chapter 37 - PAGE NAVIGATION▼

Section	Title	Subsections	Page
37.1	Overview		276
37.2	Page Navigators	Formatting Page Navigators	277
37.3	Simple Custom Page Navigators		278
37.4	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 Step 5 – Setting the Tooltip	279

Chapter 38 - BOOKMARKS▼

Section	Title	Subsections	Page
38.1	Examples of Bookmarks		282
38.2	Our Case Study	The Bookmarks Needed	283
38.3	Creating Bookmarks	Naming your Visuals in the Selection Pane Displaying the Bookmarks Pane Creating Bookmarks	284
38.4	Configuring your Bookmarks	Step 1 – Data Settings Step 2 – Display Settings Step 3 – Update the Bookmark Step 4 - Linking to your Bookmarks	286
38.5	Linking to Pages using Bookmarks	Creating the Home Bookmark	288
38.6	Bookmark Navigators	Assigning Bookmarks to Groups Adding a Bookmark Navigator Formatting the Selected Bookmark Controlling Deselection Behaviour	289

Chapter 39 - IDEAS FOR BOOKMARKS▼

Section	Title	Subsections	Page
39.1	Clearing Filters and Slicers	Creating the Slicers and Action Button Clearing the Slicers Creating and Customising your Bookmark Attaching the Bookmark to your Action Button	292
39.2	Clicking on Pictures to Filter Charts	Setting the Scene Setting the Bookmarks to Filter Attaching the Bookmarks to the Images	294
39.3	Sort Icons	Creating the Buttons Create the Bookmarks Configure the Bookmarks	296
39.4	Tabbed Controls	Creating the Visuals Creating the Tabbed Effect Creating the Bookmarks Attaching the Bookmarks to the Tabs	298
39.5	Pop-Up Buttons	Creating Each Help Message Creating the Bookmarks Assigning Actions to the Bookmarks	300

Chapter 40 - ROW-LEVEL SECURITY▼

Section	Title	Subsections	Page
40.1	Overview of Row-Level Security	Limitations and Constraints	302
40.2	Roles in Power BI Desktop	Creating Roles Testing Roles	303
40.3	Roles in Power BI Service	Configuring the App Workspace Assigning Users to Roles Testing your Roles	305
40.4	Dynamic Security	Creating a Permissions Table Creating a Role	307
40.5	Creating Groups of Users	Creating the Tables Linking the Tables Creating the Role	309

Chapter 41 - DECOMPOSITION TREES▼

Section	Title	Subsections	Page
41.1	Overview		311
41.2	Creating and Using	Creating a Decomposition Tree Using a Decomposition Tree Removing Unwanted Levels Expand and Collapse Options Locking Levels	312
41.3	Formatting Decomposition Trees	Title and Subtitle Tree Density Changing the Connectors Formatting the Data Bars	315
41.4	AI Splits	Turning AI Splits Off Absolute Splits Relative Splits	317

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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