Course Outline
Microsoft Power BI Desktop online
- Power BI as part of the Power Platform
- The differences between versions of Power BI and the limitations and capabilities of the online version
- Licenses and account types for online work
The workspace and dashboard of the Power BI service
- Creating a workspace. The key elements of a workspace.
- Managing access and permissions to a workspace
- What is "My workspace"
- Creating and modifying a dashboard
- Components of the dashboard its capabilities and limitations.
Power BI online reporting
- Leveraging existing reports from Power BI Desktop
- Exporting a report to PDF, Excel, PowerPoint and embedding it in Power Point
- Sharing reports with colleagues vs. publishing in public mode
- Report usage metrics
Data sets and data repositories
- Creating data sets and data repositories and its elements
- An existing data set in a new report
- Retrieving a data source as a PBIX file, analyzing data sets in Microsoft Excel
- Viewing the dependencies of Power BI Online queries and objects
Dataverse and Power Query Online
- What is Dataverse and how to use it at work - where can you use it?
- Creating and managing a Dataverse data source and importing and connecting data.
- Organization area and user area
- Data source synchronization schedule and data source access control.
Online data refresh and security
- Refresh data manually by republishing.
- Installing a gateway (Data Gateway) and automatic refreshing
- Adding new sources to the gateway and automating the refresh process with Power Automate
- Creating a table with permission control and connecting it to the model.
- Creating and editing access rules and adding users to them
Report subscriptions
- How subscriptions work
- Adding users to individual subscriptions
- Setting up the frequency of notifications
Power BI integration
- Application settings and publishing
- Application permissions
- Downloading pre-built applications
- Publishing applications to SharePoint and websites
- Teams and Power BI reports
- Report preparation for mobile devices
- Dedicated view for mobile devices and report design
Data gateways
- Installing a personal gateway
- Data gateway connection management
- Scheduling data updates
- Security and access control
Requirements
The target audience for the training is people involved in processing and analyzing large amounts of data, analysts and accountants. The scope of the training includes online data model publication and management.
Testimonials (5)
That the trainer was asking from time to time about our steps, the work was split between the rooms. So, we got the chance to work in small group.
Alina - Sustainalytics
Course - Microsoft Power Automate
What I liked the most was the coach's openness regarding the change in content as well as the approach that was previously prepared to accommodate our real needs
Ernesto Sitoe Junior - Electricidade de Mocambique
Course - Advanced Power BI
The second day as Power Bi is a really friendly tool, and clearly Costas knows it very well, it was really good to learn about that tool. Unfortunately we have to see Power pivot in excel first which is really not user friendly but definitely a must see first in order to understand how Power Bi works, and it makes Power Bi look super cool :)
Anne-Cecile Jacquot - Ameropa
Course - Excel to Power BI
The second day was very interesting. It was a good training to see some possibilities within Power BI; but mostly you learn then while you work with Power BI. Fact is also that the training base has all access rights and everything works, but as soon as you try to connect to the live system, it does not work and this makes the knowledge transfer a bit difficult.
Marco Iuliano
Course - Power BI Dashboards
Training adjust the training according to our needs and knowledge. He understood participants experience with Power BI.