Course Objective

This course is designed for students who are new to Power BI or who have limited experience with the software.

Students will learn the fundamentals of the tool and how to apply basic functionality to build and share dashboards of data visualizations using their data.

Students will connect to various data sources, shape and combine data, work with reports, and create and share useable dashboards.

This course is taught workshop-style — hands-on with valuable tools to take directly back to current projects. 

At the end of this course you will be able to:

  • Apply the fundamentals of Power BI to organizational goals. 
  • Integrate Power BI with other Office 365 services. 
  • Utilize Power BI for ad-hoc reporting 
  • Create, design, and format dashboards and reports for end-user 
Course Outline


  • History 
  • Future of Power BI 


  • Service
  • Desktop
  • Mobile App
  • On Premise


  • End User Licensing in O365
  • Premium Licensing
    • Capacities and the importance


  • Leveraging Comments
  • Subscribed Email alerts

Integration with other O365 Services

  • Power Apps
  • Visio
  • Flow

Power BI Use Cases

Concepts and Terminology

Understanding Datasets

  • Connecting to Datasets
  • How to share datasets


  • What are they
  • How do they interact
  • Dynamic filtering with visuals

Power BI Service

  • Sharing
  • Apps
  • Licensing
  • Dashboards
  • Reports
  • Datasets
  • Workbooks
  • Excel
  • Data refresh
  • Collaboration
  • Notifications
  • Application Integrations

Understanding Workspaces

  • My Workspace
  • Workspaces
    • Roles and Security
    • Sharing
    • Editing
    • Contact list
    • OneDrive
    • Auditing
    • Guest Users


  • How do they integrate with your organization
  • Building a dataflow
  • Sharing it with others
  • Connecting and building reports from dataflows

Creating Power BI Datasets and connecting to Datasets

  • Types of datasets and connections
  • Importing Datasets
  • Using Power BI Service to create and push a dataset

Creating and Formatting Power BI Reports

  • How to build ad-hoc reports
  • How to build ad-hoc dashboards
  • How to share with other users
  • Choosing the right visuals
  • Optimizing for mobile
  • Designing Reports
  • Different Kinds of views

Creating and Formatting Power BI Dashboards

  • Understanding tile interaction
  • Live reports
  • Kinds of tiles
  • Positioning tiles
  • Designing a dashboard

Phase of Delivery Power BI Reports

  • Staging in Workspaces
  • Deploying to Apps
    • Administering what people have access to

Power BI Security for Apps and Workspaces

  • Role-based access
  • Leveraging the AAD
  • Using Security Groups

Monitoring and Analytics

  • How to use usage metrics
  • Purpose of usage metrics
  • Creating usage metrics reports
A Message From the Head Instructors About This Course

Duration 2 to 2

Manual and supporting materials included



Software Requirements

Power BI Desktop, Internet Access

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