
In this introduction we discuss the different topics and modules that we will be covering in the course. Different topics include Loading data, creating tables and reports, creating visualizations, developing dashboards and sharing data through the PowerBI cloud solution.
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Download the data files that will be used during the course
Introduction to the Power BI Desktop section
In this lesson we will learn how to access and use the PowerBI interface. The PowerBI Interface consists of functions to upload or access data, create reports and create dashboards.
Master table visualization in Power BI, format and style tables, and apply aggregations like sums, averages, min/max, counts, and distinct count. Explore matrix and card visualizations for a key metric.
In this lesson we learn how to create tables in Power BI
In this lesson you will learn to format and style your table
In this lesson we go through the answers to the practical
In this lesson you will learn to change the method of aggregation from Sum to other options such as Average, Count, Max, Min and Distinct
In this lesson we will go through the answers to the practical activity
Master the matrix visualization in Power BI, a pivot-table style view with rows, columns, and values, including drill down, expand/collapse, and compact, outline, or tabular layouts.
In this lesson we will review how to create cards and multi row cards in Power BI
Create and format Power BI cards to show sum, average, highest, lowest profits and distinct product counts, then build a matrix of profit by category and region with cross-filtering.
Explore visual calculations in Power BI, a preview feature that lets you perform percentage, running total, and difference calculations directly in visuals, without modifying the data model.
Discover visual calculations in Power BI to compute metrics within a visualization, such as difference of sales and profit, profit ratio, and profit per product, without changing the data model.
Learn how to apply numeric visual level filters in Power BI, using greater than, less than, and between, with top N and distinct counts to analyze country sales.
Apply filters to a page or to all pages in Power BI, using region, numeric, text, or date criteria to control which data appears across a report.
Explore graphical visualizations to compare values with column and bar graphs, analyze trends and forecasting with line graphs, and preview area, pie, and tree map visualizations.
In this lesson you will learn how to create clustered column and bar graphs. Clustered Column and Bar graphs are ideal for displaying data when you want to know which is the largest item or which is the smallest item or how much bigger one item is then another.
In this lesson we will review the stacked bar and column graph. The stacked column and bar graph places each series on top of each other and displays the aggregated total.
In this lesson you will learn the different features that can activated with Power BI
In this lesson you will learn how to create line charts to display trends. Displaying and analyzing how data changes over time is a powerful method of analysis that provides input into forecasting.
In this lesson you will learn how to use area graphs to chart and understand trends
Create and format line and area graphs in Power BI to display profit by month using order date, with data labels, and filter by product category and store channel.
In this lesson we will learn how to different types of graphs in Power
Create a report in Power BI Desktop and publish it to the Power BI Service. Pin visuals to dashboards, optimize mobile layouts, and apply themes and custom visuals.
Publish an app in Power BI by packaging reports and dashboards from a workspace, then share a read-only, audience-targeted view with licensing considerations.
Explore how to use and customize themes in Power BI, apply built-in and gallery themes, import JSON files, and tailor colors, text, tooltips, and visuals to your report.
In this lesson you will learn to create calculated columns using DAX formulas. DAX formulas are very similar to Excel
In this lesson you will learn how to create new time intelligence fields such as Year, Month and Week
Use Format to create weekday name and month name from the sales date, then sort by weekday and month numbers for proper order.
Explore measures in Power BI and learn how they calculate results within the visualization context, unlike calculated columns. Master the DAX functions, including Calculate, and discover the DAX query view.
In this lesson you will learn about the power of calculated measures to create powerful key metrics and key performance indicator calculations.
In this lesson you will learn how to use the = calculate function to filter
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.
Stop fighting spreadsheets and start building visual stories—no coding required (just formulas).
Whether you’re a business analyst, a manager, or an Excel power user looking for a better way, this course is designed to simplify your life. You’ll learn how to take messy raw data, clean it up in seconds, and build interactive dashboards that actually drive better business decisions.
Your New Skillset
The Power BI Workflow: Master the full journey from raw data to a finished report.
Automated Data Cleanup: Use Power Query to scrub and shape data so you never have to manually edit a cell again.
Smarter Analytics: Get comfortable with DAX to create custom metrics and deep-dive formulas.
Interactive Design: Build stunning tables and charts that let users click, filter, and explore.
Cloud Collaboration: Learn to publish your work to the Power BI Service and share it securely with your team.
The Curriculum
The learning path is broken into bite-sized, logical modules:
The Foundations: Setup, installation, and a tour of the Power BI interface.
Data Transformation: Connect to Excel, Web, or SQL and fix data issues instantly.
Data Modeling: Link your tables so your data "talks" to each other correctly.
Visualizations: Drag-and-drop your way to professional reports using slicers and advanced formatting.
DAX Mastery: Move beyond basic sums with calculated columns and measures.
Sharing: Transition from your desktop to the cloud for seamless organizational sharing.
Why Learn With Us?
Professional yet Accessible: The teaching is clear and practical—perfect for corporate training, but casual enough for a weekend project.
Hands-On Learning: You aren't just watching; you’re building. We use real-world case studies to ensure the skills stick.
Real Efficiency: We focus on the features that matter in a real job, helping you gain insights in a fraction of the time it takes in Excel.
Requirements
Hardware: A PC or Windows laptop (Power BI Desktop does not run natively on Mac). Power BI Service runs on any internet enabled computer
Software: The latest version of Microsoft Power BI Desktop (it's a free download).
Knowledge: We start from the ground up, though a basic comfort level with Excel is helpful.
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 build the model, write the measure and design the report. 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.
If your organisation does turn Copilot on, everything in this course is what you will need to check its work.
Meet Your Instructor
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:
"Highly recommended for anyone looking to develop real data analytics skills."
"The step-by-step comparison to Excel helped everything click for me."
"The perfect pace—it gave me a solid foundation I could use immediately."
Ready to start your journey? Let’s dive in.