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Microsoft Power BI - Introduction

Category: Microsoft Office, Microsoft Power BI, Microsoft Power BI

Basic reports

  • Getting data
  • Basic visualisations
  • Shapes, text boxes and images

Data sources

  • SQL Server / databases
  • Excel / text files
  • Websites and web services

Query editor

  • Filtering rows
  • Manipulating columns
  • Working with data types

Advanced query editor

  • Grouping and pivoting
  • Creating new columns
  • Basic M formula language

Multiple tables

  • Relationships
  • Filter directions 


  • Creating parameters
  • Filtering by parameter

Filtering data

  • Slicers
  • Visualisation level filters


  • Interactions
  • "See records" feature
  • Hierarchies

Formatting visualisations

  • The formatting panes
  • Conditional formatting


  • Working with charts
  • Specific chart type issues
  • Grouping and binning

Other types of visualisations

  • Working with matrices
  • Working with cards

Dashboard visualisations

  • Gauges
  • Single-number visualisations
  • KPIs


  • Categorising data
  • Issues with maps

Calculated columns

  • Adding columns
  • IF and SWITCH
  • The RELATED function


  • How measures work/tuples
  • Adding measures
  • Basic DAX


  • Creating calendars
  • Using multiple calendars
  • Working days

Date Functions

  • Period to date
  • Previous periods
  • Other date functions
  • Semi-additive measures

Advanced measures 

  • AggregateX functions
  • The CALCULATE function
  • The FILTER function
  • DAX variables

Roles and security

  • Creating roles
  • DAX restrictions

Publishing reports

  • Power BI accounts
  • Power BI files (PBIX)

Power BI Service Overview

  • Differences from PBI Desktop
  • Workspaces
  • Favorites

Using Power BI Service

  • Reports and dashboards
  • Using tiles
  • Pinning to dashboards

Overview of Excel tools

  • Power BI Publisher for Excel
  • Analyze for Excel

Overview of other tools - If time

  • Power BI Mobile overview
  • Power BI Pro overview

About SquareOne

SquareOne is among the UK's leading providers of IT training to businesses of all shapes and sizes. Our company pledge is to deliver inspiring, motivational and cost effective training which brings about tangible improvements in productivity. Through our training solutions, individuals are able to gain lifelong skills and realise their full potential whilst clients achieve their corporate goals.


There are three parts to creating a Power BI Desktop report, all of which are covered by this two-day course.  Firstly, you'll learn how to get data from all manner of different sources, using Query Editor to manipulate the results; secondly, you'll learn how to create, format and use visualisations (tables, charts, gauges, maps and many more); and thirdly, you'll learn how to create calculated columns and measures using basic DAX language.  You'll also learn how to use Power BI Web, and get an overview of Power BI Mobile. 

Course Duration

Duration: 2 Days Classroom Training or Online

Course Contents

The subjects listed on the left are an outline. If there are any additional subjects you wish to cover, please feel free to call us prior to the course. All of our courses can be tailored to meet your business needs.

Course Dates 

View our full course schedule here.

Training Locations

Our open classroom courses are held in Merseyside where we have state of the art training facilities. We also provide in-house training solutions at any office location in the UK or Europe. We frequently deliver training in Liverpool, Wirral, Blackpool, Manchester, London, Chester, Warrington, Leeds, Cardiff, Birmingham, Edinburgh, Bristol, Sheffield, Glasgow, Leatherhead, Aberdeen and Ireland.

Closed courses can also be delivered in European countries such as Austria, Belgium, Denmark, Greece, France, Finland, Hungary, Italy, Ireland, Netherlands, Norway, Portugal, Spain, Poland, Sweden, Switzerland and off shore.... Either in English or local languages

Enquiry Form

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Looking for in-house training that can be customised to you/your businesses exact needs? Contact us below for one of our team to contact you.

Upcoming Courses

Below are a list of upcoming dates and locations where this course is scheduled to take place.

Location Start Date Duration Cost

For more information about any of our courses please call +44 (0)151 650 6907,
email or complete an enquiry form.

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