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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?		9
1.2	Installing and Updating Power BI	From Microsoft Store Installing without Automatic Updates	10

Chapter 2 - GETTING STARTED▼

Section	Title	Subsections	Page
2.1	Getting Started in Power BI Desktop	Example for this Chapter	11
2.2	Working with Files	Creating New Files Opening and Saving Files	12
2.3	Views in Power BI Desktop	Switching Panes Report, Table and Model View	13
2.4	Getting Data		15
2.5	Transforming Data	Editing Queries / Transforming Data The Power BI Query Editor Promoting Row Headers Replacing Values Changing Data Types Removing Columns	16
2.6	Creating Visuals	Inserting a Visual Assigning Grouping Fields to a Visual Assigning Numerical Fields	19
2.7	Three Ways to Format Visuals	In Situ Selection Changing what’s on your Chart The Format Pane	21
2.8	Publishing your Report		23

Chapter 3 - IMPORTING DATA▼

Section	Title	Subsections	Page
3.1	Our Example		24
3.2	Importing from Different Sources	Re-Using a Data Source	25
3.3	Importing from Excel		26
3.4	Importing CSV or Text Files		27
3.5	Importing from SQL Server	Using Queries and Stored Procedures Passing Arguments to Stored Procedures	27
3.6	Importing from a Website		30
3.7	Entering Data Manually	Pasting Data Typing in Data	31

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	33
4.2	Model Diagrams	Arranging Tables in a Model Diagram Layouts Collapsing and Expanding Tables Controlling Expand/Collapse Field Visibility Seeing Table Information	35
4.3	Hiding Objects	Why you might Want to Hide Tables and Fields Hiding Tables Hiding Fields/Columns	37
4.4	Model Properties	Table Properties Display Folders Default Number and Date Formatting Changing the Default Aggregation for a Field	39
4.5	Relationships	The Need for Relationships Parent-Child Relationships Creating a Relationship Editing Relationships The Effect of Relationships Cross-Filter Direction	41

Chapter 5 - VISUALS▼

Section	Title	Subsections	Page
5.1	Overview of Visuals		44
5.2	Adding and Changing Visuals	Adding a Visual then Selecting its Data Data-First Visual Creation Changing Visual Types	45
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	47
5.4	The Selection Pane	Viewing the Selection Pane Changing the Visual Layer Order Changing the Tab Order Hiding Visuals	52

Chapter 6 - VISUAL INTERACTIONS▼

Section	Title	Subsections	Page
6.1	Overview		54
6.2	Editing Visual Interactions	What the 3 Symbols Mean	55

Chapter 7 - FORMATTING VISUALS▼

Section	Title	Subsections	Page
7.1	Finding Formatting Properties	Searching for a Property Finding a Property	57
7.2	Common Formats to Apply	Setting Visual Backgrounds Borders and Shadow Effects Titles, Subtitles and Dividing Lines	58
7.3	Header Icons		61
7.4	Tooltips		62
7.5	Useful General Formatting Tricks	The Wonderful Format Painter Expanding and Collapsing Cards Removing all Formatting	63
7.6	Themes		65

Chapter 8 - TABLES▼

Section	Title	Subsections	Page
8.1	Basic Tables		66
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	66
8.3	Aggregating Data		70
8.4	Formatting Numbers	Formatting Numbers within a Single Table Formatting Numbers for all Visuals Setting Custom Number Formats	71
8.5	Working with Dates in Tables	Displaying Dates as Dates Changing the Default Format for a Date Setting a Custom Date Format	73
8.6	Specific to Formatting Tables	Column Headers Totals Font Size and Typeface Table Padding and Gridlines Table Styles Formatting Columns Individually	75

Chapter 9 - CONDITIONAL FORMATTING▼

Section	Title	Subsections	Page
9.1	Conditional Formatting		78
9.2	Applying Conditional Formatting	Setting Conditional Formatting Changing Conditional Formatting	79
9.3	Gradient Effects	Adding a Middle Colour	80
9.4	Rules-Based Conditional Formatting		81
9.5	Formatting Using Field Values		82
9.6	Data Bars		83
9.7	Displaying Icons		84

Chapter 10 - MATRICES▼

Section	Title	Subsections	Page
10.1	Overview of Matrices		85
10.2	Creating a Matrix	The Sections of a Matrix Sorting in a Matrix	86
10.3	Multiple Rows, Columns and Values	Multiple Row Fields Multiple Values Fields Multiple Column Fields	87

Chapter 11 - TEXT BOXES, IMAGES AND SHAPES▼

Section	Title	Subsections	Page
11.1	Overview	Drawing Text Boxes, Images or Shapes	89
11.2	Images	Scaling Images Adding a Hyperlink to an Image	90
11.3	Text Boxes	Inserting Values	91
11.4	Shapes	Adding a Shape	91

Chapter 12 - CHART BASICS▼

Section	Title	Subsections	Page
12.1	The Parts of a Chart		93
12.2	Types of Chart Available		94
12.3	Working with Charts	Creating a Chart Suggesting Chart Types Sorting Charts Zoom Sliders Excluding and Including Data	95
12.4	Quick Ways to Format Charts		99
12.5	Chart Legends		100
12.6	Detail Labels	Leader Lines for Data Labels Total Labels	101
12.7	Background and Gridlines	Plot Area and Background Gridlines	103
12.8	Axes	Categorical versus Continuous Formatting Formatting Axes Scaling Ranges Spacing Categories	104
12.9	Conditional Formatting		106

Chapter 13 - SMALL MULTIPLES▼

Section	Title	Subsections	Page
13.1	Overview of Small Multiples		107
13.2	Creating and Formatting Small Multiples	Setting Grid Width and Height	108
13.3	which will leave 2 extra blank cells on the bottom row.	Formatting Small Multiple Titles Other Formatting Options Suppressing Axis Titles Using Different Axes for Different Charts	109
13.4	Making the Background Colour Dynamic		-1

Chapter 14 - MORE ON CHARTS▼

Section	Title	Subsections	Page
14.1	Line, Combination and Area Charts	Multiple Fields in Line Charts Line Formatting Secondary Axes Combination Charts Area Charts	112
14.2	Pie, Donut and Treemap Charts	Formatting Pie and Donut Charts	116
14.3	Scatter and Bubble Charts	Creating Scatter Charts Making Bubble Charts Formatting Scatter and Bubble Charts Animating Bubble Charts	117

Chapter 15 - GROUPING AND BINNING▼

Section	Title	Subsections	Page
15.1	Grouping	Starting a Group Editing Groups Using Group Fields	120
15.2	Binning		121

Chapter 16 - CARDS▼

Section	Title	Subsections	Page
16.1	New Cards		123
16.2	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	124
16.3	Reference Labels		127
16.4	Multi-row Cards		128

Chapter 17 - GAUGES▼

Section	Title	Subsections	Page
17.1	Gauges	Adding a Gauge Minimum, Maximum and Target Values Formatting Gauges	129

Chapter 18 - KEY PERFORMANCE INDICATORS (KPIS)▼

Section	Title	Subsections	Page
18.1	Overview of KPIs	Creating a KPI	131
18.2	Creating Targets	Formatting KPIs	132

Chapter 19 - CUSTOM VISUALS▼

Section	Title	Subsections	Page
19.1	What are Custom Visuals?		134
19.2	Adding Custom Visuals	Pinning Custom Visuals	135
19.3	Working with Custom Visuals	Applying a Custom Visual Removing Custom Visuals	136

Chapter 20 - DRILL-DOWN▼

Section	Title	Subsections	Page
20.1	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	137
20.2	Drill-Down in a Matrix	Choosing Row or Column Fields	141

Chapter 21 - SLICERS▼

Section	Title	Subsections	Page
21.1	Introducing Slicers		142
21.2	Working with Slicers	Creating a Slicer Selecting and Clearing Items Changing Selection Behaviour Searching in Slicers Dropdown Slicers Tile Slicers Customising your Slicer Header	143
21.3	Hierarchical Slicers		147
21.4	Number and Date Slicers	Sliders Choosing Dates Picking Relative Dates Changing the Anchor Date	148

Chapter 22 - NEW SLICERS▼

Section	Title	Subsections	Page
22.1	Overview of the New Slicer Visual	Benefits of the New Slicer Visual Enabling the Visual	150
22.2	Working with the New Slicer	Adding a New Slicer Visual Basic Configuration Adding Images and Text Adding Hover and Selection Effects	151

Chapter 23 - FILTERING REPORTS▼

Section	Title	Subsections	Page
23.1	How Filters Work		154
23.2	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	155
23.3	Formatting Filters		159
23.4	Controlling Filters for End Users	Locking and Hiding Filters Report Filter Settings	160

Chapter 24 - DRILL-THROUGH FILTERS▼

Section	Title	Subsections	Page
24.1	What are Drill-Through Filters?		161
24.2	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	162
24.3	Three Ways to Drill Through	Modern Tooltips (Left Clicking) Right-Clicking Using a Drill-Through Button	164
24.4	Adding a Context-Sensitive Title		165
24.5	Extra Drill-through Options	Keeping All Filters Drill-through from Summarised Fields	166

Chapter 25 - QUERYING DATA▼

Section	Title	Subsections	Page
25.1	What are Queries?		167
25.2	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	168
25.3	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	173
25.4	Creating New Columns	Creating a Column by Example Creating a Formula Creating Conditional Columns	178

Chapter 26 - CALCULATED COLUMNS▼

Section	Title	Subsections	Page
26.1	Introduction to Calculated Columns		181
26.2	Creating Calculated Columns	Starting a New Calculated Column Typing a Formula Multi-line Editing Comments and Indentation Zooming In and Out Formatting DAX	182
26.3	Conditional Functions	The IF Function Operators in DAX The SWITCH Function	184
26.4	The RELATED Function		186
26.5	Blanks	Testing for Blanks Creating Blanks Blank Arithmetic	187
26.6	Testing for Errors		187

Chapter 27 - MAPS▼

Section	Title	Subsections	Page
27.1	Overview of Maps		189
27.2	Choosing a Map Visual		190
27.3	Maps Using Latitude and Longitude	Stopping Aggregation for Simple Maps Changing the Aggregation Method for Locations	191
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	193
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	195
27.6	Specific Types of Maps	Bubble Maps Heat Maps Cluster Maps	200
27.7	Layers	3D Column Layers Traffic Layers Reference Layers	202

Chapter 28 - PUBLISHING▼

Section	Title	Subsections	Page
28.1	Overview of Publishing		205
28.2	An Infinite Number of Variables	Your Power BI Licence Linking to Data Data Sources	206
28.3	Workspaces	Choosing a Workspace	208
28.4	Creating Workspaces		209
28.5	Publishing Reports		210
28.6	Viewing and Editing Reports	Reports and Datasets Viewing Individual Reports Editing a Report	211
28.7	Dashboards and Tiles	Adding Tiles to Dashboards Using Tiles	213
28.8	Lineage View		214
28.9	Refreshing Data	Types of Connection Types of Refresh Web Connections: a Warning Viewing and Managing Connections Viewing Individual Connections Scheduling Refreshes	214
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	219

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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