Class Details
Power BI for Business Analytics Course: Reports and Dashboards
Course summary
This one-day Power BI training course will provide you with the skills to navigate and retrieve the business intelligence within existing reports and datasets. Within your browser you'll learn how to filter report pages to gain insights from key influencers and how to collaborate in the Power BI Service to query your team’s data and reveal informative stats and trends that you can pin to the team’s dashboards. Finally, we'll show you how to extract and export the results of your analysis in a variety of secure formats.
Aims
We want to equip you with knowledge and skills to analyse, interpret and work with existing Power BI models, reports and dashboards. You'll learn to navigate, filter and extract business intelligence from your team’s visuals and datasets. You'll also learn how to collaborate with your colleagues and analysts to easily and efficiently produce new visuals within your team’s workspace.
Learning outcomes
By the end of this course, you should be able to:
- view and navigate the Power BI Service reports, datasets, dashboards and apps
- comprehend and interpret a variety of report visuals
- filter, focus and bookmark targeted insights and influencers
- drill down and drill through visual hierarchies
- extract and export queries and insights
- query your dashboards with efficient Q&A vocabulary
- share and collaborate on the results of your analysis.
Content
Get Started with the Power BI Service
- Opening and Navigating the Power BI Service
- Accessing and understanding Workspaces
- Recognising Roles and Permissions
- Viewing Reports
- Viewing Datasets and Lineage
- Viewing Dashboards
- Accessing and understanding Apps
Working with Reports and Dashboards
Navigating
- Resizing the Report on screen
- Navigating Pages
- Using Bookmarks
- Spotlight Visuals
- Reset the Report
- Refresh the Data
Interpreting Visuals and Insights
- Column, Bar and Line Charts
- Waterfall, Funnel and Scatter Charts
- Pie, Donut and Treemap Charts
- Gauge, KPI and Decomposition Visuals
Highlighting and Retrieving Data
- Understand and use Tooltips
- Best practices when selecting visuals
- Sort Tables and Chart Axis’
- Focus Mode
- Show as Table
- Get Insights
- Key Influencers
- Smart Narratives
- Pin Visuals and Pages to a Dashboard
Filtering
- Cross filtering between visuals
- Slicers, including synchronised slicers
- Page filters
- Basic, Advanced and Top N filtering
- Drill Down and Drill Through
Collaborating, Sharing and Exporting
- Add Comments
- Subscribe
- Chat in Teams
- Export Visual to CSV
- Save and/or download the Report
- Embed the Report in SharePoint and Teams
- Export Report to PowerPoint; static or live
- Export to PDF
- Analyse in Excel and Pivot
- Generate QR Code
Effective use of Q&A to generate Business Intelligence
- Use Q&A Suggestions
- Ask questions using key words
- Filter and edit Q&A results
- Pin visual results to a Dashboard
Editing
- Format existing Visuals and Pages
- Create and manage new Pages
- Add New Visuals
- Understand and apply prebuilt Measures to Visuals
- Apply prebuilt Hierarchies to Visuals; including Date Hierarchies
- Format new Visuals and Pages
- Add Custom Visuals
- Add Filters and Slicers
- Add Bookmarks
- Add Titles; including Page Titles
- Understand graphical excellence
Working with Datasets
- Create formatted Tables
- Add Fields
- Summarise Fields
- Format the Tables
- Save and Export
- Create New Reports
- Connect Power BI Desktop to Live Dataset
Who this course is for
- Analysts and users who ‘consume’ data and reports (but are not necessarily modelling or building reports).
- Managers, Directors, Executives and Assistants
- Financial Forensic Specialists
- Social Media Analysts
- Sales and Marketing Professionals
Prerequisites
No prior knowledge of programming languages is required. However, you'll a need a basic level of Excel expertise to comfortably participate in this course. Please refer to Microsoft Excel Course: Level 1 and make sure you can complete at least 80% of the learning outcomes.
Materials
A course workbook is distributed electronically using Dropbox.
What you need to do before the course
For this course, you will need Microsoft Power BI installed on your device. You will be provided with a login to Power BI pro – the cloud application. However, you can choose to use your own Power BI pro license if you have one.
- Required operating system: Windows (please note Power BI does not run on MacOS)
- Required software: Microsoft Power BI (latest version is recommended, but the minimum version required is July 2022)
Face-to-face classes (CCE, Sydney)
Classes are held in a computer lab. You do not need to bring your own device or login details.
Online classes
For the best experience, we recommend using a computer with a large monitor or dual screens/devices. Small laptop screens can make it difficult to follow the facilitator’s display while working in the software.
Sessions
Location
Face-to-face (CCE Building, Sydney)
Public transport
As bus and train timetables regularly change, we suggest you visit the Transport for NSW trip planner before you set out.
The nearest train stations are Newtown Station and Macdonaldtown Station. Macdonaldtown Station is closer by distance than Newtown Station, however trains do not stop as frequently as at Newtown Station.
Other information
Parking
Nearby parking is available at Wilson Parking - RPA Medical Centre Car Park (entry via Elizabeth Street off Carillon Avenue).
A Flexi Saver Rate is available but must be booked in advance online and includes the booking fee. Bookings can be made via the Wilson website or by downloading the Wilson Parking App. Otherwise, hourly parking rates will apply, as advertised on the Wilson Parking website.
Meet the facilitators
John Le Mesurier
John brings a wealth of business, management, IT, consultancy and training experience to many of the professional development courses on offer at CCE. This experience has included senior corporate and general management roles in American, British and Chinese multinationals, as well as consultancies for several leading UK and Irish management firms. His consulting projects have covered advanced practice studies in leadership, sales & customer service processes, strategic sourcing, human resource models and organisational issues. These projects have been undertaken in North & South America, Europe and China. His international client list includes Procter & Gamble, Red Bull, Johnson & Johnson, SC Johnson, Eli Lilly, Roche, Mitsubishi, Vodafone/ Hutchison Telecoms, Danone, Heineken, BOC/ Linde, Boehringer Ingelheim, British Government and Qantas. John also works for an Australian consulting firm, Newfocus, conducting projects in the government and Not-For-Profit sectors. John has been involved in projects at PwC and Macquarie University.
John is currently undertaking a M. Phil/ PhD and holds a Master of Business Administration (with Distinction), Bachelor of Arts (with Distinction), majors in Psychology and Statistics, sub-majors in Accounting and Economics; Diplomas in Management, Change Management, Risk Management, Project Management; Digital Badge in Advanced Analytics, Graduate Certificate in Learning & Teaching, and Certificate IVs in Competitive Manufacturing (Lean) and Training and Assessment. John has been awarded the highest qualification by The Australian Research Society, namely Qualified Professional Researcher. John is an accredited Sydney Lifeline counsellor, where he also trained counsellors for more than 20 years.
John has lectured in Bachelor of Business at Torrens University, Master of Business Analytics at Kaplan Business School and Master of Community Development offered through Southern Cross University (SCBIT Sydney campus). John has been an Executive Coach at UNSW, where he has also been a guest lecturer in marketing and change management. He has taught 1st year statistics at UTS (Insearch) and Macquarie University (Navitas) and delivered IT training in corporate settings for 30 years.
