Building Microsoft Power BI Dashboards

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Quickly learn to use Power BI for impactful data visualization, reporting, and communication.

Data visualization is a critical component of any data practice. The ability to sort through data for meaningful insights is only as useful as your ability to communicate those insights – quickly and easily. Teammates, decision-makers, and colleagues need to understand the story your data is telling, and effective visualization is the key.

Power BI comes with a wealth of features for effectively visualizing information and insights. This fast-paced workshop assumes no previous experience with Power BI. Our expert instructors get you up and running in one day so you return to work immediately capable of applying what you learn. Starting with a few fundamentals, you will leave class equipped with a core set of skills for using PowerBI to visualize and communicate your data and the stories it tells.

In this one-day class, you will learn how to:

  • Develop an intelligent, useful approach to using your data
  • Quickly and effectively communicate about data
  • Manage expectations related to your data
  • Navigate and use all PowerBI’s basic visualization features
  • Import and use datasets in various formats
  • Set up and visualize KPIs
  • Build and share dashboards with others in your organization
  • Build and share useful reports
  • Use natural language queries to explore your data
  • Get hands-on practice building our own Power BI interfaces

Course Outline:

Part 1: What is BI?

We’ll start out by covering business intelligence basics to lay the groundwork for an intelligent approach to reporting and visualizing data.

  • Business Intelligence Overview
  • Common Challenges
  • Benefits of Power BI

Part 2: Getting started with Power BI

Power BI is an extensive toolbox for working with and analyzing data. We’ll cover the fundamentals of the service, how Power BI’s features are organized, and immediately orient towards dashboards and visualization.

  • Overview & Pricing/Licensing
  • Components of Power BI
  • Building Blocks of Power BI
  • Quick Tour of Power BI Service

Part 3: Building simple reports

Reports are the first step in graphically communicating information related to your data. In this section of the class, you’ll learn to use and navigate the types of datasets you encounter every day, and how to use them to begin shaping meaningful communication.

  • Importing excel data
  • Using preexisting datasets
  • Creating visualizations
  • Using slicers

Part 4: Dashboards

In this section, we’ll cover how to create and use dashboards for common needs. By the end of this section, you’ll understand what’s realistic to expect from your PowerBI dashboards and how to set them up, share them, and produce valuable insights with your team quickly.

  • Dashboard expectations vs. features
  • Using KPI
  • Create and Configure a Dashboard
  • Shared Dashboards with your Organization
  • Pinning visuals

Part 5: Exploring data

In this final section of class, we’ll get a bit more granular about navigating, analyzing and communicating about your data. By the time we conclude, you’ll be ready to start applying what you’ve learned in your own real-world situations.

  • Use Quick Insights
  • Display Visuals and Tiles Full-Screen
  • Edit Tile Details
  • Get More Space on Your Dashboard
  • Ask Questions of your Data with Natural Language
  • Advanced Navigation