Overview
Excel BI Tools: Power BI for Excel Users Course Outline: The main purpose of the course is to review the essential skills needed to take data from Excel into Power BI then transform and shape the data, model the data, create reports, then publish the reports on the Power BI cloud service.
Audience profile
The course is for individuals who are not IT professionals but need to easily create and publish reports with Power BI.
Prerequisites
Before attending this course, students should have experience creating worksheets in Excel. Familiarity with Pivot Tables is a plus, but is not required.
While this course is designed for average end users needing to learn essential Power BI skills, there is also a more in-depth version of this class. The 3-day Analyzing Data with Power BI (20778) course is for IT professionals and power users wanting a deeper dive into the material and/or who are preparing to pass the related Microsoft certification exam.
With Microsoft Power BI publisher for Excel, you can take snapshots of your most important insights in Excel, like PivotTables, charts, and ranges and pin them to dashboards in Power BI. Power BI publisher for Excel is an add-in you can download and install on desktop versions of Microsoft Excel 2007 and later.Once you have the publisher installed, you’ll see a new Power BI ribbon in Excel, where you can sign in (or sign out) of Power BI, pin elements to dashboards, and manage elements you’ve already pinned.
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Module 1: Getting started
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Module 2: Power BI and Excel
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Module 3: Getting Data
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Module 4: Shaping and Transforming Data
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Module 5: Modeling
- Lesson 1: Introduction to modeling your data
- Lesson 2: How to manage your data relationships
- Lesson 3: Optimizing data models
- Lesson 4: Introduction to DAX
- Lesson 5: DAX calculation types
- Lesson 6: DAX functions
- Lesson 7: Create calculated columns
- Lesson 8: Create calculated measures
- Lesson 9: Create calculated tables
- Lesson 10: Explore your time-based data
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Module 6: Visualizations
- Lesson 1: Introduction to visuals in Power BI
- Lesson 2: Create and customize simple visualizations
- Lesson 3: Modify colors in charts and visuals
- Lesson 4: Shapes, text boxes, and images
- Lesson 5: Page layout and formatting
- Lesson 6;; Interactions among visualizations
- Lesson 7: Visual hierarchies and drill-down
- Lesson 8: Using custom visualizations
- Lesson 9: R integration in Power BI Desktop
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Module 7: Publishing and Sharing
- Lesson 1: Introduction to the Power BI service
- Lesson 2: Publish Power BI Desktop reports
- Lesson 3: Create and configure a dashboard
- Lesson 4: Share dashboards with your organization
- Lesson 5: Quick insights in Power BI
- Lesson 6: Ask questions of your data with natural language
- Lesson 7: Create custom Q&A suggestions
- Lesson 8: Introduction to security, and workspaces
- Lesson 9: Create workspaces in Power BI
- Lesson 10: Manually republish and refresh your data
- Lesson 11: Install and configure a personal gateway
- Lesson 12: Print and export dashboards and reports
- Lesson 13: Publish to web
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