Live Webinar
Webinar Details $219
- Webinar Date: February 14, 2025
- Webinar Time: 2:00pm - 3:40pm EST live
- Webinar Length: 100 Minutes
- Guest Speaker: Mike Thomas
- Topic: Business Administration, Business Skills, Software, Taxation and Accounting
- Credit: ATATX 1.5, ATAOP 1.5, ATAAA 1.5, CPE 2.0
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Power BI is an application from Microsoft that turns your raw data (loaded in from a variety of sources) into stunning interactive visual reports, providing you with real-time insights into your data and enabling you to make better business decisions.
Gone are the days of submitting a request to the IT Department and waiting for them to produce a less than perfect report. With Power BI you can create those reports yourself, right from your own computer (that’s where the term self-service reporting comes from).
Objectives:
In this training, you will learn, using practical examples, how to create and design interactive reports using the Power BI Desktop application (Windows only) and how to share those reports with other people.
Why you should attend:
Your data is only as good as the information you can derive from it. Power BI enables you to gain better business insights and make more informed business decisions. If you want to take your reporting capabilities to the next level by learning how to leverage the functionality of Power BI, this is a must-attend training session!
Topics covered:
- Connect your data sources (Excel, database, text file etc) to Power BI
- Add visual elements to a report
- Apply formatting to the report elements (colors, fonts, styles etc)
- Simple steps for updating your report when the underlying dataset changes
- Create interactive filters for reports
- Automate the process of making your raw data “report ready” (most raw data needs some degree of cleaning and restructuring – Power BI makes this a snap!)
- Share your report with colleagues
Who should attend
This training is aimed at new users of Power BI who want to get started with the application. Please note that the Power BI Desktop application is only available on Windows (i.e. it is not available for Mac or mobile devices)
- Introduction 00:01:16
- What Is Power BI 00:02:1
- Excel File - Sales Data 00:02:56
- Report Example 00:04:01
- Sales Report File 00:08:48
- Power BI Desktop 00:08:49
- Auto-Refresh 00:18:13
- Report Security 00:21:38
- PDF File 00:22:23
- Creating A New Power BI Report 00:24:14
- Power Query Editor 00:34:02
- Filtering Currency 00:40:19
- Designing A Report 00:44:29
- Power BI Dashboard Card 00:51:29
- How To Create A Power BI Dashboard Card 00:54:00
- Adding a Second Dashboard Card 01:03:59
- Publishing The Report 01:09:36
- Power BI Website - Creating A Workspace 01:15:33
- Power BI Measures 01:19:00
- How To Do A Measure 01:34:14
- Speaker Contact Details And Closing 01:40:11
- Presentation Closing 01:42:24
- .PBIX 00:08:23, 00:14:57, 00:21:03, 01:10:06, 01:14:03
- Column 00:05:51, 00:06:21, 00:31:35, 00:35:43, 01:06:17
- Column Chart 00:44:55
- Column Headings 00:31:09, 00:33:34, 01:06:43
- Data Model 00:30:57, 00:36:58
- Filter 00:05:57, 01:09:12
- Power BI 00:02:16, 00:02:34, 00:08:52, 00:12:12, 00:24:13, 00:26:04, 00:35:24, 01:09:19
- Power BI Dashboard Card 00:51:29, 01:05:14, 01:20:30, 01:26:20
- Power BI Desktop 00:08:49, 00:24:20, 01:12:27
- Power BI Measure 01:19:00, 01:21:23, 01:25:33, 01:37:44
- Power BI Workspace 01:15:46
- Power Query Editor 00:34:02
- Query 00:41:57
- Refresh 00:33:43, 00:35:31, 01:28:59
- Row-Level Security (RLS) 00:22:26
- Slicer 00:05:54, 00:10:35
- Table 00:26:27, 01:32:43
- TextBox 00:58:27, 01:04:35
.PBIX: The file extension for Power BI files is “.pbix”. The .pbix files are highly compressed file types that contain all the graphics along with the actual data.
Column: A column is a vertical series of cells in a chart, table, or spreadsheet in Excel.
Column Chart: A column chart is a graphic representation of data. Column charts display vertical bars going across the chart horizontally, with the values axis being displayed on the left side of the chart.
Column Headings : The column heading or column header is the gray-colored row containing the letters (A, B, C, etc.) used to identify each column in the worksheet. The column header is located above row 1 in the worksheet.
Data Model: A Data Model allows you to integrate data from multiple tables, effectively building a relational data source inside an Excel workbook. Within Excel, Data Models are used transparently, providing tabular data used in PivotTables and PivotCharts.
Filter: The Filter feature in Excel allows you to show or hide rows within a list of data by making selections from drop-down lists. The Filter feature is available on the Data tab of all versions of Excel as well under the Sort & Filter command on the Home menu.
Power BI: Power BI is an interactive data visualization software product developed by Microsoft with a primary focus on business intelligence. It is part of the Microsoft Power Platform
Power BI Dashboard Card: The Power BI Dashboard card allows organizations to display dashboards from the Microsoft Power BI visualization tool, which includes various custom data visualization charts.
Power BI Desktop: Power BI Desktop is a free application you install on your local computer that lets you connect to, transform, and visualize your data. With Power BI Desktop, you can connect to multiple different sources of data, and combine them (often called modeling) into a data model.
Power BI Measures: Power BI measures are the way of defining calculations in a DAX model, which helps us to calculate values based on each row. But rather, it gives us aggregate values from multiple rows from a table.
Power BI Workspace: Workspaces are created on capacities. Essentially, they are containers for dashboards, reports, workbooks, datasets, and dataflows in Power BI. There are two types of workspaces: My workspace and workspaces. My workspace is the personal workspace for any Power BI customer to work with your own content.
Power Query Editor: Power BI Desktop also comes with Power Query Editor. Use Power Query Editor to connect to one or many data sources, shape and transform the data to meet your needs, then load that model into Power BI Desktop.
Query: A database query extracts data from a database and formats it in a readable form. A query must be written in the language the database requires; usually, that language is Structured Query Language (SQL). For example, when you want data from a database, you use a query to request that specific information.
Refresh: The Refresh command appears on the Options tab of Excel 2007 and 2010 as well as the Analyze tab of Excel 2013. Pivot tables store a snapshot of the underlying source data, so they don’t immediately reflect changes to said data. You must periodically refresh any pivot table to ensure it reflects any changes to the source data.
Row-Level Security (RLS): Row-level security (RLS) with Power BI can be used to restrict data access for given users. It enables you to use group membership or execution context to control access to rows in a database table. Row-Level Security (RLS) simplifies the design and coding of security in your application. RLS helps you implement restrictions on data row access
Slicer: You can insert slicers in Excel to quickly and easily filter pivot tables. Slicers were introduced in Excel 2010, and they make it easy to change multiple pivot tables with a single click
Table: A table is an arrangement of data in rows and columns, or possibly in a more complex structure. Tables are widely used in communication, research, and data analysis. Tables appear in print media, handwritten notes, computer software, architectural ornamentation, traffic signs, and many other places.
TextBox : Textboxes are used in worksheets or userforms to display information or to allow the user to input information.
