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Introduction to Power BI

  • On-Demand
Author: Ken Puls

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In this course, you’ll learn how to build compelling dashboards that are attractive, interactive, and - best of all - incredibly easy to both build and refresh.
Course Icon - Intro to Power BI Course Icon - Intro to Power BI

Introduction to Power BI

$249 Renews at $29 per year
(All prices in USD)
This Course contains:
8 hours 15 minutes of training content
11 Content Modules
Downloadable files and Handouts
Certificate of completion
8 hours 15 minutes
Power BI
Data Visualization
DAX Formulas

What you'll learn?

Sourcing data from a variety of sources
Building data visualization and transformations
Creating data model relationships
Introducing DAX measures
Working with interactive visuals
Sharing dashboard solutions (personal vs. enterprise)

Course Overview

Course Description

For years, Excel has been the business intelligence tool of choice for accountants and business analysts around the world. In 2015, however, Microsoft released a free software package that has become the hottest software commodity in the business intelligence landscape: Power BI Desktop.

Power BI Desktop allows rapid collection and cleaning of data and creates a relational database of the data on the fly. But the best part is that once this work is done it provides access to compelling dashboards that are attractive, interactive and best of all incredibly easy to both build and refresh.

Even better, Power BI Desktop’s “Get Data” experience uses the same engine and user interface as Excel’s Power Query add-in, and its “Modelling” tools use the same engine as Excel’s Power Pivot feature.  This makes the skills learned in Excel and Power BI modelling completely interchangeable.

In this course we will start at the very beginning, guiding you through the complete journey from raw data to visualization and sharing of your new dashboard files – without any requirement of any cloud sharing services.

Finally, we will demo Power BI’s “grow-up” story, which allows publishing and sharing via cloud services, both to users inside and outside your organization.

At the end of this course, you should be able to:

  • Attach to data sources in a Power BI Desktop
  • Build basic DAX measures to control the information displayed
  • Create interactive visuals to display your data
  • Share and interact with reports online

Who this course is for?

  • Accountants and data professionals who are responsible for building business intelligence reports.
  • Registrants should have basic knowledge of Excel. No prior experience with Power BI or Power BI Desktop is required.

Course Formats

This is an on-demand course, delivered via pre-recorded video modules that you can consume at your own pace. It includes all required sample files, practice sets, and Q&A tests to validate your knowledge.

Course Content

Platform Introduction
3 Lessons
Course Introduction
Course Examples
Who’s Ken
Introduction to Power BI
3 Lessons
Why Power BI?
Dashboard Development Process
Introduction to Power BI Desktop
Creating Your First Report
9 Lessons
Connecting to Excel Data
Tables and Measures
Creating a Map Chart
Creating a Bar Chart
Creating a Column Chart
Controlling Sort Orders
Adding Drill Down
Creating Report Headers
Report Update Options
The Power BI Service
8 Lessons
Signing Up
Getting Data in the Power BI Service
Publishing PBIX Reports
Reports vs Dashboards
Creating Dashboards
Ask Power BI a Question
Discovering Insights
Licensing and Pricing
Sharing Options in Power BI
6 Lessons
Sharing PBIX Files
Sharing Dashboards In-Tenant
Protecting Data from Q&A
Managing Shared Dashboards
Embedding Reports in Web Pages
What About the Refresh?
Power BI Formulas
4 Lessons
Measure Types
Basic Aggregation Measures
Compound Measures
How Filtering Works
Case Study
5 Lessons
Case Background
Laying the Model Groundwork
Importing the Model Tables
Verifying the Relationship View
Creating the Model Measures
Let’s Get Visual
9 Lessons
Bar Chart – Sales Units by Shift
Bar Chart – Sales Units by Group
Map Visual – Sales by Location
Card Visuals
Funnel Charts – Unit Sales
Built-in Slicers
Custom Visuals
3 Lessons
Acquiring Custom Visuals
Chiclet Slicer
Updating Custom Visuals
Help Resources
5 Lessons
Free Help Forums
M is for (Data) Monkey
Power Query Academy
Free Newsletters
User Groups

How subscription works?

This course is built on an annual subscription format. Your registration comes with 12 months of access to the course materials, so you can refer back to the videos and example files whenever you like. Your subscription also gives you access to our private Discussion Forum, where you can ask questions related to the course materials, as well as how to apply those teachings to your own work. This forum is an invaluable resource that also allows students to practice their own learnings by helping others with those questions.

On your annual renewal date, your subscription will be automatically renewed with the credit card information on file, unless you cancel your subscription beforehand. You will be emailed a renewal reminder about one month before the renewal date. Please see the FAQs below for information about subscription renewals and cancellations.

About the author

Ken Puls

Ken Puls

Microsoft MVP, FCPA, FCMA
Ken Puls is one of the founding partners of Skillwave.Training, and the President and Chief Training Officer of Excelguru Consulting Inc. in Canada. He is a Chartered Professional Accountant, blogger, author, and trainer with over 20 years of business and IT experience. His passion lies in exploring tools to turn data into information, and teaching others how to use them. Ken is a Microsoft MVP and a leading expert in Excel, Power Query, and Power BI.


How do I access the course materials? Are they downloadable?
The videos are streamed on-demand and may be watched as often as you like. However, they are not downloadable. The example files and handouts for each lesson are downloadable.
Where are the course videos hosted?
All the videos for the course are hosted on Vimeo. Please note that some networks block access to Vimeo, in which case the videos will not be watchable. You may want to double-check that your network allows access to Vimeo before registering in the Academy, to ensure that you will be able to see the videos.
How do I receive my Certificate of Completion?
After all the modules and lessons have been completed, you will be able to download the Certificate of Completion from the My Courses area of your Account Dashboard.


Introduction to Power BI

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