Power BI Fundamentals

This course provides students with an introduction to data visualisation in Microsoft Power BI by building a foundational understanding of importing and displaying business data. This includes the skills needed to operate many of Power BI’s key features such as data connection, creating card and chart data visualisations, data filters and publishing and sharing your custom visualisations.

Students will learn important data display skills including how to proficiently work in Microsoft Power BI, to import user data before creating, interpreting, and publishing custom visualisations.

 

Audience profile

This course has been designed to apply to end users of Microsoft Dynamics 365 Customer Service Hub.
It is recommended that attendees of this course have an existing working knowledge of Microsoft Office, Microsoft Excel and Microsoft Outlook. However, this course assumes no prior knowledge of Microsoft Dynamics 365.

 

At course completion

After completing this course, students will be able to:

• Setup and Install Power BI for Desktop.
• Connect data in Power BI.
• Add custom visualisations to a Power BI dashboard.
• Publish a custom Power BI report.
• Share published Power BI Dashboards and reports.

 

 

Module 1: Introduction

This module provides an introduction to the lab environment, lab settings and setup instructions for the Dynamics 365 Application.

Lessons

• Set up a trial of Microsoft Dynamics 365 to be used as a Data source for Power BI
• Navigate to a Microsoft Dynamics 365 App
• Install Sample Data

Lab 1: Set up a Data Source

Lab 2: Navigate to a Microsoft Dynamics 365 App

Lab 3: Install Sample Data

 

Module 2: Introduction to Power BI

This module provides an introduction to the Power BI application – including setup instructions, download instructions and database connection instructions.

Lessons

• Sign into the Power BI Service
• Download Power BI Desktop
• Connect to Data in Power BI Desktop

Lab 1: Set up Power BI

Lab 2: Download Power BI Desktop

Lab3: Connect to Data in Power BI Desktop

 

Module 3: Data Visualization in Power BI

This module provides the user with the skills needed to create a report in Power BI, including the data visualisation of business data in charts and dashboards.

Lessons

• Adding a Card Visualization
• Adding a Donut Visualization
• Adding a Funnel Visualization
• Adding a Pie Chart Visualization
• Adding a Bar Chart Visualization with Drill Down
• Adding a Map Visualization
• Add a Slicer Visualization

Lab 1: Create a Power BI Report in Power BI Desktop

Lab 2: Visualizations and Filters

 

Module 4: Managing Power BI Dashboards

This module will provide the user with the skills needed to publish, create and share Power BI reports and dashboards.

Lessons

• Publishing a Report to the Power BI Service
• Create a Power BI Dashboard in the Power BI Service
• Share Power BI Dashboards and Reports
• Create a Content Pack

Lab 1: Publishing a Report to the Power BI Service

Lab 2: Create a Power BI Dashboard

Lab 3: Share Power BI Dashboards and Reports

No previous experience of Power BI is needed to sit this course. This course applies to end users and provides a foundation for subsequent learning and courses.