Power BI: Hands-On Reports and Dashboards Training

Level: Intermediate

Experience Power BI Desktop and Power BI Service in action.  Watch and perform exercises to connect to 7 million records from various sources, refine the data in Power Query and import the tables into Power BI.  Organize and model your data to “slice and dice” summary information. Implement insightful, dynamic data visualizations.  Publish your report to Power BI Service.  Add a workspace and an app to distribute your report and share with others.

Key Features of this Power BI Reports and Dashboards Training:

  • Extensive hands-on labs for enhancing practical skills
  • Learning Tree end-of-course exam included
  • After-course instructor coaching benefit
  • After-course computing sandbox included

You Will Learn How To:

  • Connect to various data sources in Power BI Desktop and in Power Query, refine and clean up data; restructure tables and import data to the Power BI document.
  • Implement a tabular data model for reporting, examine and relate tables with a calculated column to handle a many to many relationship.
  • Take a tour of visuals: move and resize the visual container; populate the visual with the design well; format the visual with the format pane and analytic panes. Examine the Ellipse for additional features: show as a table, and sorting.
  • Filter the visual with the top 5 items. Investigate custom grouping to add a column to a table. Use the new field in a visual. Filter the page using the custom group as criterion. Add a slicer to add additional filters to the page.
  • Place several visuals on the page and examine cross filtering. Control cross filtering by editing interactions.
  • Leverage automatic date and custom hierarchies to drill down from summary to detail information. Explore cross filtering and interactions to gain insights on granular information.
  • Enhance the data model with DAX formulas to add a date table and measures summing sales for this year. Explore implicit measures vs. explicit measures.
  • Program a formula with CALCULATE and SAMEPERIODLASTYEAR functions to produce the previous year’s total. Find the % Growth reusing custom measures and the DIVIDE Function.
  • Tell the data story - format visuals, add in finishing touches - investigate themes, backgrounds, conditional formatting; refresh data and publish your results to the Power BI Service.
  • Explore the Power Bi Service, activate a special workspace to collaborate with others online – publish and add reports to the new workspace.
  • Consider various dashboard designs to launch multiple reports with tiles that preview the report. Pin several tiles to a custom dashboard. Add a visual with the Q&A feature.
  • Examine the files used in the workspace. Transform the special workspace to an app to distribute your reports and share with others.
  • Bonus: Share your app with others in the class. Open your app on the phone.

Choose the Training Solution That Best Fits Your Individual Needs or Organizational Goals


In Class & Live, Online Training

  • 2-day instructor-led training course
  • One-on-one after-course instructor coaching
  • After-course computing sandbox
  • Tuition can be paid later by invoice -OR- at the time of checkout by credit card
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Standard $1895 CAD

Government $1895 CAD




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In Class & Live, Online Training

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Note: This course runs for 2 Days

  • Jan 31 - Feb 1 9:00 AM - 4:30 PM EST Online (AnyWare) Online (AnyWare) Reserve Your Seat

  • Feb 28 - Mar 1 9:00 AM - 4:30 PM EST Ottawa / Online (AnyWare) Ottawa / Online (AnyWare) Reserve Your Seat

  • Mar 28 - 29 9:00 AM - 4:30 PM EDT New York / Online (AnyWare) New York / Online (AnyWare) Reserve Your Seat

  • May 2 - 3 9:00 AM - 4:30 PM EDT Herndon, VA / Online (AnyWare) Herndon, VA / Online (AnyWare) Reserve Your Seat

  • May 31 - Jun 1 9:00 AM - 4:30 PM EDT Ottawa / Online (AnyWare) Ottawa / Online (AnyWare) Reserve Your Seat

  • Jun 27 - 28 9:00 AM - 4:30 PM EDT New York / Online (AnyWare) New York / Online (AnyWare) Reserve Your Seat

  • Aug 2 - 3 9:00 AM - 4:30 PM EDT Herndon, VA / Online (AnyWare) Herndon, VA / Online (AnyWare) Reserve Your Seat

  • Aug 29 - 30 9:00 AM - 4:30 PM EDT Ottawa / Online (AnyWare) Ottawa / Online (AnyWare) Reserve Your Seat

  • Sep 26 - 27 9:00 AM - 4:30 PM EDT New York / Online (AnyWare) New York / Online (AnyWare) Reserve Your Seat

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Important Power BI Reports and Dashboards Training Information

  • Prerequisites

    No pre-requisite. Helpful if the participant has used pivot tables, databases, or PowerPoint.

  • Who Should Attend

    The audience for this course is for data and business professionals who need to learn how to build Power BI reports to present data using a tabular model and insightful visualizations telling a dynamic data story to share with others in your organization and online.

  • Exam Information

    Learning Tree end-of-course exam included

Power BI Reports and Dashboards Training Outline

  • Lab 1 - Accessing & Preparing the Data

    Connect to multiple data sources and prepare the data for reporting

    Connect to multiple data sources

    • View original data in Excel
    • Connect to a CSV file in Power BI
    • Connect to an Excel file from Power Query
    • Connect to a file folder and combine CSV files from Power Query
    • Hands-on Exercise – Connect to multiple data sources

    Adjust and Prepare Data in Power Query

    • Overview Power Query Interface
    • Rename Tables
    • Fill in missing data
    • Split Columns by Delimiter
    • Add a column with Columns by Examples
    • Change Data Types
    • Remove top or bottom rows
    • Transpose a table
    • Append Data to bring two tables together
    • Filter rows
    • Hands-on Exercise – Connect to multiple data sources
  • Lab 2 – Data Modelling and Exploration

    Explore the data with visuals and build a data model enhanced by calculations.

    Overview of Power BI Views

    • Implement Visuals
    • Insert and configure visuals
    • Show data as tables

    Model Data

    • Overview of relationship types
    • Relate tables in the Model View
    • Add a calculated column to handle many to many relationships.
    • Hands-on Exercise – Data Modeling and Exploration

    Explore the data with Filters

    • Examine Top N Filter with visuals
    • Leverage custom groups in visuals
    • Filter the page with values from a custom group
    • Implement a slicer to filter the page

    Examining data with Hierarchies and Cross Filtering

    • Discover insights with automatic Date Hierarchies
    • Add custom Hierarchy groups
    • Explore Cross Filtering Visuals
    • Edit interactions between Visuals
    • Hands-on Exercise – Edit Interactions, Slicers and Hierarchies

    Enhance the Data Model with a Date Table

    • Implement a date table for time intelligence formulas
    • Relate the Date table to the sales table
    • Adjust Hierarchies to use the date table
    • Hide key fields not used in reporting

    Refine the data model with Measures

    • Change the formula used in an implicit measure – Show Values as
    • Design an explicit measure
    • Find out the total from last year with CALCULATE and SAMEPERIODLASTYEAR Functions
    • Add a percent change measure using the DIVIDE Function 
    • Hands-on Exercise – Date Calendars and DAX formulas
  • Lab 3 – Visualizations

    Tell the data story, format visuals to gain insights on the data and publish the report to Power BI Service.

    Visualize and format visuals to present insights

    • Conditional Formatting

    Return to Power Query to make changes and refresh data

    Arrange visuals to tell the Data story

    • Format slicers with URL images
    • Apply a combo clustered column chart to show variation of time and comparison between dates
    • Add a Gauge visual to show Total Revenue vs Last Year’s sales
    • Hands-on Exercise – Format Visuals and Update Data

    Finishing Touches

    • Discover themes to change the look of a report
    • Import a custom corporate theme
    • Refine the page background with a jpg graphic
    • Add a Title and Logo
    • Find an automated slicer from AppSource
    • Hands-on Exercise – Finishing Touches
    • Bonus: Try out a bookmark to store filters on the page and create a slide show

    Publish Online

  • Lab 4-5 – Visualizations

    Implement a dashboard online. Define a custom workspace to store, share and collaborate on reports.

    Define terminology and explore Dashboard designs to handle multiple reports

    • Tour of Online Menus and Workspaces
    • Add a custom Workspace
    • Publish reports to the Workspace

    Implement a Dashboard to access more than one report

    • Pin report items to a Dashboard
    • Configure the Dashboard for a Web page
    • Configure the Dashboard for the Phone
    • Hands-on Exercise: Dashboards

    Publish Workspace to an App

    • Hands-on Exercise – Create an App

    Bonus: Access new app on Power BI Mobile with your phone

Team Training

Power BI: Hands-On Reports and Dashboards FAQs

  • Can I take this course if I have no experience in Power BI?

    Yes, you can! Any prior experience with Power BI, Tableau, pivot tables, databases and PowerPoint is helpful but not required.

  • I have already taken a course in Power BI. What will this course add to my existing knowledge?

    This course is a workshop to pull together learned or new skills for the purpose of building and publishing a report. Plug in and consolidate your information to take raw data, refine it, build a report, publish online, and share with others.

  • Do I need to know how to write Excel Formulas to take this course?

    No, it is helpful but not required. You will get oriented to the power and process of writing DAX formulas in this class with built-in “Intellisense” tools.

  • Does this class prepare you to take the certification exam?

    No. This class is an introductory-intermediate level workshop. This class is designed to get you oriented or to consolidate existing skills to learn by doing.

  • Do I have to take the exam to get credit for this course?

    No. The exam is optional.

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