Excel Power BI for Desktop: Data Summarization and Visualization

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Friday, September 25, 2020
9:00 AM - 4:00 PM Pacific Time
Trainer: Roy
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Class Details

Price per person: $295
Length of class:one day
Version covered:for Office 365


In this one-day Excel for Windows session, you will learn how to use Microsoft's free Power BI for Desktop app to produce stunning interactive summarization reports full of modern charts/visuals. In class, you will connect to external data sources, create relational data models and then produce many popular types of data visuals. Use the query editor to transform your data, and learn basic Data Analysis Expressions (DAX) language to calculate columns and measures to use in your data visualizations. Finally, publish your reports to the web to share with others.


This class is ideally suited for people who have attended our Excel Intermediate 2 and/or Excel PivotTables class and want to take their data analysis and visual reporting skills deeper with the free Power BI for Desktop app.

Class Outline

Getting Started
- overview of Power BI Desktop
- import data
- create relationships between tables

Building Visualization Nodes
- issues visuals
- target visuals
- map visuals
- q & a visuals
- forecast visuals
- drill up/down visuals
- assign fields to visualization nodes
- format visualization nodes
- build pages
- apply themes
- where to find more visuals

Publishing and Sharing Data
- publish to your workspace on the web
- explore Power BI insights
- view reports online
- share reports with others

Transforming Data
- use the query editor
- rename tables and columns
- split columns by delimiter
- manipulate date fields

Writing DAX Expressions
- intro to data analysis expressions (DAX)
- use DAX to define new columns
- use DAX to define new measures
- use new columns and measures in visuals

Printable Course Description

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