Centre for Continuing Education

Power BI course

Microsoft Excel. Unlock insights and tell the story in your data.

Power BI – Microsoft’s self-service business intelligence tool – will help you leverage the power of your data and gain valuable insights.

During the course, we will take a sample data set and use it to explore navigation and functionalities of Power BI, touch upon the underlying business intelligence concepts and learn how to develop and deploy reports and dashboards.


The aim of the course is to fast-track your Power BI experience with a comprehensive, hands-on, practical training program in a single day.


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

  • describe the basic concepts and terminologies of Business Intelligence
  • navigate confidently between different Power BI tools and their interaction
  • navigate your way around various views
  • describe the basics of data transformation with Power Query
  • describe the basics of data modelling and Dax
  • create dashboards and deploy them.


Getting started

  • What is BI?
  • What is Self Service BI and the steps involved?
  • Overview of Power BI
  • Different products of Power BI
  • Power BI licensing and features
  • Power BI pros and cons
  • Other self-service BI tools and comparison

Power BI desktop – overview

  • Navigation
  • Introduction to core functions and practical significance
  • Overview of the steps and languages involved

Power BI desktop – data extraction

  • Exploring different data sources and connectors
  • Data extraction from the Web
  • Data extraction from Access Database
  • Data extraction from Azure
  • Data extraction from Online Services
  • Data extraction from Excel Workbook

Power BI desktop – data transformation

  • Introduction to Query Editor and Navigation
  • Introduction to Power Query
  • What is data transformation?
  • How automation works?
  • Removing unnecessary data
  • Improving the naming conventions
  • Correcting the data
  • Formatting the data
  • Enriching the data
  • Organising and housekeeping
  • Exploring Advanced Editor and the code

Power BI desktop – data modelling

  • Introduction to relationship view navigation
  • Understanding data modelling concepts and jargon
  • Creating and editing relationships
  • Why is a data model more efficient?

Power BI desktop – data enrichment

  • Introduction to DAX
  • Understanding calculated columns and measures
  • Why is a measure more efficient than a column?

Power BI desktop – data visualisation

  • Introduction to report view navigation
  • Understanding various visuals
  • Creating, editing and formatting visuals
  • Getting a custom visual
  • Exploring other functionalities

Power BI desktop – other features

  • Multiple levels of filters
  • Using custom slicers
  • Switch between web/phone layout
  • Exploring community, help and resources
  • Introducing security and role mapping
  • Inserting shapes, images and text boxes
  • Publishing report to service

Power BI service – introduction

  • Logging in and understanding navigation
  • What are workspaces?
  • Difference between datasets, workbooks, reports and dashboards
  • How and where is the data stored?
  • Gaining familiarity with various security concerns
  • Creating new visuals
  • Editing existing visuals
  • Direct data extraction to service
  • Publishing data to web

Power BI service – dashboards

  • Pinning visuals and creating dashboards
  • Difference between report and dashboard
  • Alignment and configuration of visuals
  • Adding tiles
  • Applying alerts
  • Customising dashboards for mobile view
  • Sharing dashboards
  • Understanding data governance
  • Viewing dashboards
  • Featuring and favouriting dashboards

Power BI – other features

  • Quick Insights
  • Exploring Samples
  • Natural Language Query
  • Power BI Publisher for Excel
  • QR Code Generation
  • Pinning Live Report Page

Power BI mobile – introduction

  • Navigation
  • Seeing reports and dashboards
  • Annotating
  • Using QR Scanner

Intended audience

  • Anyone who loves data
  • Excel users wishing to upgrade their reporting capabilities
  • Data analysts
  • Business analysts
  • Information analysts
  • DB administrators
  • Project managers
  • Financial analysts
  • Marketers


You should have completed the Microsoft Excel: Level 3 course, or have a sound understanding of creating Pivot Tables and using the VLOOKUP function. This is an introductory course and requires very little or no understanding of Power BI.

Delivery style

This one-day workshop is delivered as presenter-taught computer-based training in a computer lab. It involves blended learning; whereby key concepts will be explained by the workshop facilitator and you will have the opportunity to practice exercises on your individual work stations.


A soft copy of exercise files is provided.

Please bring a USB flash drive to class.


  • Expert trainers
  • Central locations
  • Free, expert advice
  • Course materials – yours to keep
  • CCE Statement of Completion