
Introduction to the video. Includes an overview of the BI Reporting certification and the course content.
Install and launch Power BI Desktop on Windows from the Microsoft Store, then configure the user interface by enabling preview features like on object interaction and modern visuals defaults.
In this lesson you will learn how to load an Excel spreadsheet into Power BI.
Introduction to using the Power BI Tables visualization
In this lesson you will learn how to create Tables using the Table visualization in Power BI.
In this lesson you will learn how to format and sort the Table visualization.
Practical activity for Tables visualization
Build and sort Power BI tables to identify top sales by manufacturer and lowest profits, with insights on cost of sales and promotion, while organizing pages and saving the report.
In this lesson you will learn how to use the powerful cross filtering function in Tables
In this lesson you will learn how to use the main methods of aggregation - Sum, Count, Average, Max, Min and Distinct Count
Practical activity for Methods of Aggregation
Introduction to the Matrix and Card visualizations.
In this lesson you will learn how to create the Matrix visualization.
In this lesson we review how to create and configure the Card visualization.
Power BI master class shows how to work with date fields, switch between date hierarchy and order date, and build visuals to analyze sales by year, month, and quarter.
Format percentages directly in Power BI tables by using a custom visual calculation and setting the profit ratio to percentage in the data format properties, with control over decimal places.
Introduction to the Filters and Slicers section.
In this lesson you will learn how to use Text filters to filter your data.
In this lesson you will learn how to use numeric slicers to filter your data.
In this lesson you will learn how to use Date Slicers to filter your data.
In this lesson you will learn how to use the visual level text filter.
In this lesson you will learn how to use the visual level numeric filter.
In this lesson you will learn how to use the visual level date filter
In this lesson you will learn how to use the page and report level filters.
Introduction to the Column visualization section.
In this lesson you will learn how to use the Column visualization in Power BI.
In this lesson you will learn how to use the Stacked Column visualization
In this lesson we discuss the different filtering options that Slicers and cross filtering provide.
Explore essential graph options in Power BI, including sorting, exporting data to CSV, tooltips, spotlight, focus mode, and customizing visuals like clustered columns to enhance dashboards.
Practical activity for the column and bar visualiations
Introduction to the Trend Analysis.
In this lesson you will learn how to use the Line graph for trend analysis.
In this lesson you will learn how to use the Area graph for trend analysis
Practical activity for the trend analysis section.
The conclusion to the Trend Analysis section.
Introduction to the Interactive Reports section.
In this practical activity you will create an interactive report
In this lesson you will learn how to create an interactive report.
In this lesson you will learn how to publish the interactive report to the Power BI Service.
Introduction to the Power BI Service section.
In this lesson you will learn how to set up dashboards in the Power BI service.
In this lesson you will learn how to setup alerts and subscriptions in the Power BI Service.
In this lesson you will learn how to set up the mobile report view.
This course contains the use of artificial intelligence.
Every lesson in this course is written, created and recorded by me. AI is used only to help produce supporting images and written materials around the lessons.
You have built a Power BI report and it works. Then somebody asks whether they can see it on their phone, whether it updates itself, and whether the sales team can look at their own region without seeing everyone else's.
That is where this course starts. You will build reports people can use without you - the right visual for the question, slicers and filters they can drive themselves, trend analysis that shows where the numbers are heading - and then publish them to the Power BI Service, turn them into dashboards, and share them with your team.
WHAT THIS COURSE IS, AND WHAT IT IS NOT
Most of this course is about building a report people will actually use: the right visual for the question, tables and matrices that stay readable, slicers and filters that let someone answer their own question without coming back to you, and trend analysis that shows where things are going rather than only where they have been.
The last part takes that report into the Power BI Service - publishing it, building a dashboard from it, setting up alerts and subscriptions, and getting it working on a phone.
If you have never opened Power BI, start with Complete Introduction to Microsoft Power BI. If you want to go deep on data models and DAX, that is Power BI Master Class - Data Models and DAX Formulas. This course is the visual and publishing half.
In this course you will learn the to use the amazing Power BI tool to create dashboards and how to use the power BI service to publish your work.
COURSE CONTENT AND OUTCOMES
Build tables, matrices and card visuals that stay readable when the data gets big
Choose the right visual for the question - column, bar, line, pie, treemap, waterfall and geographical
Use slicers and filters at visual, page and report level so people can answer their own questions
Run trend analysis with line graphs, trend lines and forecasting to show where the numbers are heading
Use Visual Calculations to add running totals and period comparisons without writing any DAX
Publish reports to the Power BI Service, build dashboards from them, and set up alerts and subscriptions
Create workspaces, publish apps, and set up a mobile view so your report works on a phone
Apply custom visuals and themes, and analyze your published Power BI data back in Excel
A NOTE ON COPILOT AND AI
You may be wondering where Copilot fits in. Copilot in Power BI runs on a Microsoft Fabric capacity, which is something your organisation buys and switches on - not something you can enable yourself. Most people learning Power BI do not have it, and will not have it for a while.
So this course teaches you to do the work yourself: to choose the visual, build the report and publish it. That is the skill that stays useful whether or not Copilot arrives, because you still have to know whether the answer it gives you is right.
ABOUT THE TRAINER
I have been training business people to work with data since 2008, and publishing on Udemy since 2013. I now have 16 live courses with more than 450,000 students and more than 139,000 reviews, at an average rating of 4.6.
I teach Microsoft Power BI, Microsoft Excel, Copilot in Excel, Looker Studio and Amazon QuickSight. What makes my courses different is that I teach the analysis, not just the tool - every lesson starts with a business question someone actually asks, and shows you how to answer it with software you already have.
WHAT STUDENTS ARE SAYING
Thanks for the course, I can now make reports come alive
The course really does go through everything you will need to know to start using Power BI. It will definitely help me to create some really good visuals which can be used to show visually how my team is progressing and completing the daily work. Would highly recommend this course for anyone who needs to analyse data.
Ian explained each and every detail. Gave me good insights and information required to start working on PowerBI.
Everything you need is included - the data files, the practical activities and the completed walkthroughs. Enrol now and by the end of the course you will have a report your team can open on their own.