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Power BI for Beginners

Duration: 1 day

Delivered as: 2 x 4 hour sessions or 1 x 8.5 hour day

Summary

This instructor-led course provides an introduction to the Power BI Desktop app as well as the Power BI Service. Use Power BI Desktop to connect to different data sources, transform data using the Power Query Editor, build reports, and add visuals, bookmarks, and wallpapers before publishing to the Power BI Service.

Create dashboards in the Power BI Service to share with colleagues. Collaborate with workspaces and Microsoft Teams. Understand how Power BI integrates with Dynamics 365 and Power Apps model-driven apps. Provide admins and anyone responsible for working with Power BI the fundamental skills to prepare and publish analytics in ways which are most helpful to the organization.

Participants

This course is designed to support individuals with responsibility for reporting and analytics of data from Dynamics 365, Dataverse, other CRM and ERP technologies, and any additional internal or external online sources. It’s also useful for those interested in improving charts and analytics, as well as discovering new insights into data.

Topics Covered
  • Introduction to Power BI
  • Connecting to data
  • Transforming & shaping data
  • Building reports
  • Applying visuals, bookmarks, themes, and wallpapers
  • Getting data into the Power BI Service
  • Creating dashboards and insights
  • Understanding the basic principles of Workspaces
  • Collaborating using Teams and workspaces
  • Sharing dashboard and reports with colleagues
  • Understanding the data connectivity modes such as Import & DirectQuery
  • Embed Power BI Dashboards and tiles in D365
  • Schedule data refresh

Recommended Prerequisites

Prerequisites are recommendations, and while not required, they are highly advised to ensure a successful learning experience:

  • Understanding of data, relational databases, and data structuring is helpful
  • Exposure to Dynamics 365 or Power Apps model-driven apps is helpful

Related Certifications

The value of a Dynamics 365 University training is in the knowledge acquired, but there’s a professional and career value as well. Demonstrate expertise with achievements through PowerObjects. Learn More