Microsoft 365 Power BI Report Builder - Intermediate

Log in to powerbi.com with a work or personal account, then launch report builder and stay signed in to access your workspace and data sources.

Download and unzip the exercise files zip, then place the folder anywhere; most files have preloaded data so you can complete exercises without the Power BI service.

Upload pbix files to the power BI service to publish data into a semantic model for dashboards, noting the shift from dataset to semantic model, and refresh aromas sales files.

Explore defining parameters in Microsoft 365 Power BI Report Builder, using drop-down pick lists to swap color palettes, control rows per page, and drive selections from country, shipper, and salesperson.

Learn to control chart colors with a parameter by building a palette, adding a chart color parameter, and wiring it to the report title and chart series.

Control the number of rows per page in Power BI Report Builder with a parameterized dropdown, using the row number and ceiling functions to drive page breaks.

Learn how to filter a data set with parameters in Microsoft 365 Power BI Report Builder, create country, shipper, and salesperson drop down lists, and wire them into the queries.

Explore multi value parameters with dropdown checkboxes to select multiple options, noting instability and ghost objects, while dax is not a prerequisite and microsoft plans updates for power bi service.

Learn to use expressions and the immediate if function in report builder to perform conditional formatting, including coloring rows by profit thresholds (6000) with light steel blue or light gray.

Apply the switch function to drive conditional formatting in Power BI report builder, replacing nested ifs with a simpler expression that returns color codes based on four conditions.

Use the row number function with a scope and the mod operator to implement alternating row colors in a Power BI Report Builder dataset.

Learn to enhance charts in Power BI report builder with expressions. Dynamically format titles, legends, and tooltips, compute sums, format currency and percent of total, and create interactive charts.

Learn to assemble top end filters, handle integer constraints with the Cint function, and troubleshoot runtime errors when listing top invoices in Scandinavia.

Master running totals in Power BI Report Builder by using the running value function with an expression, a sum, and a scope such as invoices dataset or region.

Select appropriate chart types for reports and dashboards, evaluate context, color, and labels, and use parameters and expressions to enhance clarity and communication.

Use the chart wizard to build a column chart for nominal comparison by sales person with preloaded invoice data, exploring settings from design view to currency formatting.

Manually create a bar chart in Power BI Report Builder. Compare values by profit across countries with controlled axes, labels, and properties for clear visualization.

Modify and customize a column chart in Power BI report builder by adjusting axes, formatting data labels, enriching tooltips, and applying gradient fills.

Master creating a donut chart in Microsoft 365 Power BI Report Builder by configuring data, labels, and tooltips, sorting by subtotal by salesperson, and building a dynamic total profit title.

Create funnel charts in Power BI report builder, start with a large number, track it through stages, and configure tooltips, data labels, and descending sort.

Explore creating a tree map in Power BI Report Builder to visualize profit by region and country, with interactive tooltips and hierarchical sizing.

Explore creating a sunburst chart in Power BI Report Builder to visualize hierarchical data from market segment to geographic region, using profit as the value, with formatted tooltips and labels.

Learn to create a line chart to visualize trends over time, comparing subtotal and profit, with line with markers and month-based axes in Microsoft 365 Power BI Report Builder.

Create a stacked area chart to prevent occlusion, group profit by month from order date, adjust the x-axis to show month names, and add data labels with currency formatting.

Create a scatter plot with two numeric axes to analyze loyalty years versus profit, then convert it to a bubble chart with tooltips and axis titles.

Create groups by expressions in the report builder by extracting the month from the order date with the month function, rather than grouping by a single field. Align sorting and display by the same expression and use the grouping pane to view results across pages.

Explore commonly used functions for grouping in report builder, including month and year, date part, is nothing, and nested ifs, while converting values to strings to avoid errors.

Review the concatenation and logical operators in Power BI report builder, learn text concatenation with literals and date parts, and use or and and as standalone operators in expressions.

Create dynamic loyalty-based groupings in Power BI Report Builder by building expressions on field values, using if functions and and/or operators to classify loyalty years.

Learn to create multi-level groupings in Power BI Report Builder by using date-based expressions: group by order month, then by quarter, with formatting and naming.

Create a three-level grouping hierarchy (region, country, market) using group by expression in Microsoft 365 Power BI Report Builder, enabling future collapse and expand interactivity for drill-down reports.

Learn to leverage group headers and footers with expressions in Power BI report builder. Create aggregate calculations, like profit sums and distinct counts, across country, segment, and other fields.

Enable interactive sorting in Power BI report builder to sort by detail rows using text box properties, practice with customer, product name, country, and subtotal, and review print layout limits.

Explore interactive hierarchies in Power BI Report Builder by collapsing and expanding levels from region to salesperson, using visibility toggles to drill down and view detailed summaries.

Apply interactive filtering in Power BI report builder using picklist parameters to control top n results, convert currency to integers, and bind parameters to dataset filters.

Learn how bookmarks create navigable anchors in a Power BI report, assign bookmark names to data regions, and wire text boxes to go to bookmarks for interactive navigation.

Create and use a document map to navigate complex Power BI report layouts on larger screens, using document map labels such as France, Germany, UK, and invoice analysis.

Learn how to create maps in Power BI Report Builder and Power BI Desktop, using viewports, spatial data, and coordinates to align analytical data with USPS codes and ESRI shapes.

Explore starting a basic map in the map wizard, using spatial data options—map gallery, Esri shape files, and SQL Server spatial data—and viewport controls, even without analytical data.

Learn to enhance a basic map by adding a point layer, embedding values, and applying a color rule with a Pacific palette to visualize selected states, with labels and legends.

Create a color analytical map in Microsoft 365 Power BI Report Builder to visualize sales by state with a red-to-green color scale, leveraging spatial and analytical data.

Create a bubble map to visualize sales by state, using bubble size to show variance and optionally color to reveal patterns, all configured via the map wizard.

Learn to build maps with ESRI shapefiles in Power BI report builder, handling shp and dbf files and linking vector data to analytics, including hierarchical administrative subdivision codes for France.

Explore how parameters extend beyond data sets with pick lists. Harness expressions to create dynamic, data-driven text and embrace interactivity as the new standard, while budgeting time for complex reports and looking toward advanced desktop and dax courses.