Microsoft Power BI Tutorial 2024 - Beginners / Professional

Shape data in Power BI by cleaning, transforming, and loading into the data model using Power Query Editor; rename tables, promote headers, and filter and sort orders.

Enhance the data structure by merging the managers table into the orders table using a right outer join on region in Power Query Editor—creating orders by region and applying changes.

Merge orders and returns into a new query, filter nulls and status, then save and apply changes; profile data with Power Query Editor's column quality, distribution, and profile.

Design and develop a data model in Power BI for performance and scalability, addressing relationship security and row level security, using the Sample Superstore Power BI desktop file.

Format the orders table in Power BI by styling the discount as a percentage and the unit price and shipping cost as currency, then categorize location fields for mapping.

Learn to break large tables into fact and dimension tables to optimize Power BI data models, separating numeric data like sales from descriptive information such as customers and products.

Transform the orders table into a customer and product dimension using Power Query Editor, create keys like customer ID and product ID, then load into the Power BI data model.

Create a region-based hierarchy in Power BI by adding region, state, city, and postal code to a single hierarchy, enabling drill-down in visuals.

Learn how Power BI detects and creates model relationships, including 1 to 1, 1 to many, many to one, and many to many, with examples from databases and Excel files.

Create and manage relationships in Power BI using model view, auto detect, and refresh settings. Visualize one-to-many and many-to-one links, establish connections between orders and returns via order ID.

Review the model interface with Manage Relationships and auto detect, then inspect orders and returns tables, adjust properties, add synonyms for Q&A, and verify the key column and featured table.

Learn to implement row-level security in Power BI desktop by creating regional roles (East and West) and writing DAX filters on region field of the orders table to test access.

Publish your Power BI desktop file to the online service, then assign users to RLS roles by adding members to the East and West groups in the dataset security.

Master data modeling basics in Power BI by organizing tables, implementing dimensions and hierarchies, defining relationships and cardinality, and enforcing row level security with roles and user assignments.

Explore model calculations using DAX in Power BI, learn aggregations, quick measures, calculated tables and columns, and time intelligence functions and KPIs.

Learn how to use DAX in Power BI to create calculated tables and columns, including distinct counts and date differences, using Sample Superstore data.

Create a calculated column with rankx to rank the orders sales in the orders table, where the highest sales get rank 1, using the new column option in column tools.

Edit the rankx function to rank lowest sales by switching to ascending order and using the optional value argument, then demonstrate tie behavior with the Excel sample and data refresh.

Explore how to use rankx with the dense option to handle ties without skipping numbers, by adjusting the last argument and applying dense ranking.

Create quick measures in Power BI to compute average sales by customer segment in the orders table, then visualize results to see how measures function as virtual calculations.

Create a measure from scratch to compute the average sales per product category using calculate, average, and all selected on the orders table.

Create a date table with Calendar Auto, adding year, quarter, and month columns, then mark as a date table and relate to orders on order date to enable time intelligence.

Relate a dates table to orders table, fix days to ship calculation, and add end of month and end of quarter columns to enable time intelligence in Power BI.

Format dates in the end of month and end of quarter columns, then build a Power BI KPI visualization using total units this year versus last year by fiscal month.

Convert a column chart to a KPI visualization, sort by fiscal month, and compare total units this year to last year using a target goal and visible percentage difference.

Master dax data analysis expressions in Power BI, create calculated columns and tables, build quick measures with time intelligence using a dates table, and visualize key performance indicators.

Discover how to optimize Power BI data models for enterprise performance using direct query, DAX variables, and proven techniques—avoiding full data imports with retail datasets.

Publish the Retail Analysis Sample dataset to the Power BI service to enable direct query on the data, then access it in a new Power BI desktop session.

Learn to use direct query with a Power BI dataset by creating a new file, choosing the published Retail Analysis Sample, and saving the file named Direct Query.

Compare direct query and import in Power BI Desktop, showing how direct query keeps data at the source with smaller files and enables KPI visuals and fiscal month sorting.

Explore the importance of variables in Dax, learning how to store expression results, improve performance, readability, and debugging of complex calculations in Power BI.

Create a basic measure to calculate total sales in Power BI using calculate and sumx on the orders table and orders sales field.

Copy and extend a 2010 corporate sales measure to create 2011–2013 versions, then use a multi-row card visualization to compare yearly sales in Power BI.

Apply restrictive filters, limit visuals per report page, and evaluate custom visuals to optimize Power BI reports, with IT guidance on capacity, gateway sizing, and network latency.

Direct query improves performance by querying data on demand instead of importing large datasets into a Power BI data model, and using variables in DAX reduces complexity and avoids recalculation.

Explore the full capabilities of Power BI reporting by designing and building effective reports with the right visuals, page layout, and basic functionality, while considering accessibility.

Create a new page, insert a pie chart from the visualizations pane, add regular and markdown sales units from the sales table via fields pane, then save the file.

Learn to customize tooltips in Power BI by dragging regular and markdown sales dollars into the tooltips box for a pie chart, so hovering reveals values, percentages, and related data.

Format Power BI pie chart by toggling legend and detail labels, updating the title to regular sales and markdown sales units, adding a background and shadow, and renaming page.

Create a clustered column chart in Power BI showing this year's sales, last year's sales, and variance by chain, with territory filters, data labels, sorted ascending by this year's sales.

Remove the territory filter from the filters pane, add a slicer for chain, and sync it across the read vs markdown and KPI pages to apply filtering.

Create a drill through page in Power BI with a multi-row card showing last year's sales, this year's sales, and total sales percent, using category as the drill through field.

Create a new page named sales by category with a stacked bar chart of this year's sales by category, and add two dropdown slicers (chain and buyer) to practice drillthrough.

Explore drill through in Power BI by right-clicking a category to open a target page, filter by buyer slicer, and compare last year versus this year sales.

Format the drill-through and sales by category reports by clearing filters, styling the multi-row card with borders and a background, and replacing the drill-through arrow with a back button.

Format two slicers at once by ctrl-clicking to select both, enable select all, apply a consistent background, item color, and font color, and resize them for consistency.

Apply conditional formatting to the table visualization in Power BI, using a diverging color scale on this year's sales with min 20 million, center 23.5 million, and max 25 million.

Save frequently used filtered reports as bookmarks in Power BI by capturing slicer results, renaming bookmarks, and reapplying them later via the bookmarks pane.

Explore built-in accessibility features in Power BI reports, including keyboard navigation, screen reader compatibility, data table visibility, and focus mode, plus configurable options such as alt text and tab order.

Configure alt text for the sales by category bar chart, add a data table with the alt+shift+F11 shortcut, and optimize focus mode and tab order for keyboard navigation.

Set tab order in a Power BI report using the selection pane and tab order to ensure flow from the bar chart to the buyer slicer to chain slicer.

Apply a color blind safe theme in Power BI to ensure accessibility across report pages, noting that themes override previous formatting and are available in the view tab's themes gallery.

Learn to add a histogram visualization in Power BI by accessing visuals from App Source, selecting histogram, importing, and pinning it to the visualizations pane for use across files.

Create a histogram in Power BI Desktop by importing an Excel file of employee salaries and adding the histogram visualization. Define bins by salary ranges and count the employees.

Explore reports created by others to spark ideas, then recreate a scatter chart using the included fields, and copy the visual within Power BI Desktop with Ctrl+V.

Design, enhance, configure, and format report visualizations; create sync slicers, a drill through page, and bookmarks to boost efficiency while building a histogram and reviewing accessibility options.

Create and enhance dashboards in the power BI service by pinning visualizations, adding videos and text, enabling real-time updates, and configuring alerts and q&a.

Access the Sample Superstore OD report in the Power BI service, edit to add a table, a stacked bar chart, and a card of sales, then pin to a dashboard.

Build real-time dashboards in Power BI with push data sets for permanent storage and historic analysis, compare streaming and PubNub data, and push data via Microsoft Forms.

Create and configure a streaming data set in Power BI by creating a workspace, choosing the push API for streaming, and defining technology, experience, and location with historic data analysis.

Learn to create reports for real-time dashboards in Power BI by adding table, map, stacked column, and card visualizations to a streaming data set and saving the report.

Create and customize a three-question Microsoft Forms survey, including multiple-choice and text fields, to push responses into a cloud database for a streaming data set.

Build streaming dashboards in Power BI by pinning visuals to a new streaming dashboard in a new workspace, which auto-updates as data pushes into the dataset.

Move dashboard visuals, then build a Power Automate flow to push survey responses into the dataset, accessing Power Automate from Power BI.

Create an automated cloud flow that triggers on new Microsoft Forms responses and pushes mapped data (technology, experience, location) into a Power BI dataset table real time data.

Practice submitting five separate responses to your own survey in Microsoft Forms while viewing the streaming dashboard, using the preview option and random answers.

Explore creating and editing a real-time streaming dashboard in Power BI, wiring survey responses to a push data set, populating visuals, and pinning charts to a dashboard.

Customize Power BI dashboards by applying themes from light to dark and colorblind friendly to improve readability, then add tiles like video or web content to enrich reports.

Enhance Power BI dashboards by adding a video tile, paste a video URL, enable display title and subtitle, and apply the video to enrich your data storytelling.

Configure dashboard tile alerts in Power BI on card, KPI, or gauge visuals to notify changes when thresholds are crossed, with options for frequency and Power Automate integration.

Learn to use Q&A and Quick Insights in Power BI to analyze data and generate visualizations. Pin insights to your dashboard and explore how notifications and alerts surface data findings.

learn how to set a featured dashboard, manage favorites, measure usage with the usage metrics report, and configure mobile layouts by pinning cards and hiding tiles in Power BI.

Create and enhance real-time Power BI dashboards by connecting forms to push datasets with Power Automate, add visuals and themes, Q&A and quick insights, and manage favorites with mobile view.

Learn how to create paginated reports in Power BI using Report Builder, publish them to the service, and export to PDF or PowerPoint for multi-page, print-ready dashboards.

Load sample data from Microsoft, connect to the Supplier Quality Analysis dataset, explore visuals and print preview, and convert your workspace to premium per user to publish paginated reports.

Navigate to power bi workspace, download report builder, and create a paginated report with the table or matrix wizard using supplier quality analysis data set to show total defect quantity.

Sort the report in design view by total defect quantity in descending order using group properties, then run the report to preview results.

Widen the total defect quantity and downtime minutes columns to prevent wrapping. Replace the report title with a text box and set it to repeat on every page.

Repeat column headers across pages in power bi by configuring row and column groups in Advanced Mode, enabling fixed data, and repeating on pages, then publish to a premium workspace.

Learn to work with paginated reports in Power BI, using print preview and export options to PDF, Excel, PowerPoint, or Word. Edit in Report Builder and publish updates.

Understand paginated reports are for the service or pdf export, not dashboards. Build them by configuring data sources and data sets, using the table wizard, publish in a premium workspace.

Perform advanced analytics on Power BI reports using AI visuals, grouping and drill-down features, and animated charts to uncover deeper insights, forecasting, and custom visuals in desktop and service.

Download the Power BI desktop PBIX file from the service samples, then open it in Power BI Desktop and explore pages like market share, sentiment, and growth opportunities.

Learn to group fields in Power BI by creating a segments group in a column chart, using data from the product and sales fact tables on the growth opportunity sheet.

Learn to apply binning in Power BI by creating year bins from the date table and using them in a clustered column chart.

Learn to create a region hierarchy and enable drill down and up controls in a column chart, drilling through region, state, and city levels.

Use the analyze feature in Power BI Desktop to reveal which filters and regions shift sales distribution. Learn how to add and resize the analysis tiles on a report page.

Create an artificial intelligence visual in Power BI and use the key influencers visual to analyze the sum of revenue by manufacturer, product, and category, then explore top segments.

Create an animated scatter chart in Power BI by configuring category details, legend segments, x axis with total units year-to-date, and size with total units. Animate with play axis year.

Use a line chart to forecast values in Power BI, add forecast, ignore the last two years, and adjust confidence interval and seasonality, with color and shading.

Learn to add and pin a custom violin plot in Power BI from AppSource or your organization, then configure sampling, measure data, and category to visualize distribution, mean, and median.

Apply formatting to Power BI visuals and explore advanced analytics like grouping, drill down, and time series; AI visuals reveal insights with Q&A, decomposition tree, key influencers, and violin plots.

Manage workspaces in the Power BI service by sharing reports and dashboards, and distributing an app. Three lessons cover sharing assets, mapping security to data set roles, publishing an app.

Learn how to share dashboards and reports by adding email recipients or groups, adjust default permissions, prevent resharing for external users, and grant access.

Learn to revoke sharing privileges in Power BI by using manage permissions, advanced options, and removing read or reshare access to dashboards, reports, and underlying data.

Share a Power BI report using the share option, invite emails or groups, and set access rights like read, reshare, or build with the data.

Copy reports to another workspace in Power BI, then assign workspace roles (admin, member, contributor, or viewer) and manage permissions for sharing and access.

Learn how to create and publish a Power BI app containing dashboards and reports (including a paginated report) from a workspace, configure navigation and permissions, and share with your organization.

Collaborate across workspaces by sharing dashboards and reports, copying a report to another workspace, and assigning permissions through workspace roles, then distribute an app and toggle off unwanted items.

Manage datasets in Power BI by creating and using parameters in Power Query Editor. Publish to the service, view and adjust parameters there, and refresh datasets to update visuals.

Create and manage reusable parameters in Power Query Editor within Power BI Desktop to dynamically adjust query outputs, influence filters, data source function arguments, and inputs and custom functions.

Create a regions text parameter in Power Query Editor, set east as default, apply it to filter the orders region column, then publish and replace the dataset in the service.

Explore how to set and change report parameters in power bi, build a region-based table for east to west, and refresh the dataset and visuals in the service.

Set up scheduled refresh in Power BI service to automate daily or weekly dataset updates at a chosen time, with failure notifications.

Publish the sales and marketing pbix to a new workspace, apply a theme, and add insights, q&a, or a video, while learning to manage parameters and schedule on-demand refreshes.