What is Power BI? - Beginner

Explain what Power BI is as a cloud service, highlight Power BI Desktop, and outline the related products—service, mobile, pro licensing, and on-premise report server.

Access Power BI tools from the browser service and the desktop app, then learn to move between them, sign in, and download the correct 64 bit or 32 bit version.

Explore the components of Power BI, define dashboards as collections of related visuals that provide context, and distinguish reports (PBIX files) with multiple pages from dashboards.

Log in with Microsoft 365 and open Power BI in the app launcher. Explore workspaces as security contexts, the semantic model, and how to upload desktop files to begin building.

Explore the Power BI desktop interface, navigating report, table, and model views. Use slicers and filters and learn how to import data from Excel to build a basic data model.

Learn how to save Power BI Desktop reports using the Save As option under file, keep the pbix extension intact, and choose a local save location to avoid cloud issues.

Explore data connections in Power BI, including import vs direct query, data transformations, and basic data modeling. Learn gateways and the difference between personal and standard modes.

Import Excel data into Power BI, verify a clean region by removing empty rows and columns, and explore the invoices table across the report, table, and model views.

Connect to online data sources like a SharePoint list using Power BI, refine columns via the query editor, remove metadata, and load refreshable data into separate tables for reporting.

Connect to data in the Power BI service and explore a cloud-based data model with multiple tables, including invoices and geography, using direct query.

Explore table relationships and data modeling in Power BI by linking tables through one-to-many and one-to-one joins. Identify how common fields join tables to enable accurate reporting across data sources.

Configure columns after linking tables by setting data types and formatting, hide unused fields to reduce clutter, and use data category to enable maps.

Create a calculated column in Power BI called sales tax in the invoices table by multiplying subtotal by 0.04 and format it as currency for use in visualizations.

Explore how to create measures in Power BI using DAX, including a France sales measure that sums subtotals for a specific country and displays results in a card.

Learn how to modify or delete columns and measures in Power BI, including using the formula bar to adjust calculations, deleting from the model, and updating filters like country.

Learn how to use the union function to consolidate separate salespeople tables into a single salespersons table in Power BI, ensuring matching columns and data types.

Master building visualizations in Power BI by selecting data fields, experimenting with visuals like tables and clustered column charts, and configuring axes, legends, and breakdowns by salesperson and shipper.

Click to choose a visual, then drag fields into values and legend to create charts like pie charts and maps, while mastering formatting and data labels.

Configure visual fields in Power BI by creating a stacked column chart, placing profit on y axis, country on x axis, and using the legend to stack by shipper.

Format visuals in Power BI by adjusting titles, fonts, data labels, colors, borders, and themes, and add analytic lines like average to highlight performance by salesperson.

Explore visual formatting in Power BI by creating side-by-side pie charts, applying themes, and using the format painter to quickly mirror formatting across visuals.

Explore adding text boxes, images, and shapes in Power BI to enhance visuals, position logos, and include explanatory text while avoiding clutter that obscures data.

Build column and bar charts in Power BI using the visualization and data panes. Explore nominal comparisons by names, profit by salesperson, and breakdowns by market segment and shipper.

Create and analyze a line chart in Power BI to track profit by month. Use month on the x axis, profit on the y axis, and region in the legend.

Learn how to create a basic pie chart in Power BI, compare it with doughnut charts, and experiment with legend, details, and data labels to interpret slice sizes.

Explore how Power BI maps visualize geographic context alongside numbers, geocode from country automatically, and enable zoom to examine cities, highways, and market segments.

Create and customize a Power BI table by dragging fields into columns and values for clear data examination, with simple formatting mindful of mobile readability.

Discover how filters and slicers differ and how to apply page-level versus all-pages filters in Power BI. Master text and numeric filtering, loyalty years, and regional selections like Scandinavia.

Learn conditional formatting in Power BI visuals with data bars, icon sets, and color thresholds, and build a matrix to analyze profit by salesperson and market segment.

Master editing interactions in Power BI by using edit interactions to isolate visuals and turn off updates between a column chart, a pie chart, and a card.

Learn how analytics adds reference lines to Power BI visuals, including a constant line at 100,000, an average line, and a median, with data labels on the right.

Explore the differences between dashboards and reports in the Power BI service: dashboards are single-page and have alerts, while reports are multi-page.

Create reports in the Power BI service by using a published semantic model, building a blank report in a workspace, and crafting visuals like a stacked column chart.

Rename and organize report pages in Power BI desktop to improve discoverability after publishing to the service. Use short, descriptive names like sales by sales person and country.

Create a drill through page in Power BI and distinguish it from drill down. Configure drill through fields using market segment and profit by salesperson visuals to explore transaction-level details.

Publish your reports and semantic models into Power BI workspaces, which serve as containers and security contexts for sharing with others, with licensing considerations and permissions.

Learn how to create a Power BI dashboard in the service, starting from a workspace, naming the dashboard, and preparing an empty canvas ready for tiles and content.

Pin visuals from published reports to a dashboard, choosing new or existing dashboards like sales analysis zero two, resize and organize visuals, and explore sharing and editing options.

Share dashboards with others using the share option, manage access through links or specific people, and decide whether recipients can further share the report.

Explain how to load data into the Power BI service, manage workspaces as containers for dashboards, reports, workbooks, and semantic models, and import Excel workbooks with pivot tables into dashboards.

Learn how to publish an Excel workbook to the Power BI service, create a workbook dataset, and pin selections to dashboards, using the publish option from Excel and managing accounts.

Pin an Excel workbook to a Power BI dashboard, create a new Sales Analysis dashboard, and edit tiles to arrange charts while exploring dashboards, reports, and data models.

Discover how separating data from visuals in a pbix file enables cloud-based analysis with Analyze in Excel, linking to the Power BI semantic model via Excel online.

Export Power BI visuals to PowerPoint with options to embed live data or export as an image, then refresh on the slide while staying linked to the Power BI service.

Learn how the Power BI gateway connects data on premises to cloud services via standard or personal mode, enabling data access essential for building visualizations.

Learn how the web app complements the desktop tool, use a pro license for multiple workspaces, and note mobile data should refresh regularly while visuals convey more than numbers.