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Microsoft Power BI Desktop

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Private course options:

At your office or a third party location -
At our training venues -

Virtual course -

Public scheduled course options:

Newcastle from £1050 per person +VAT -

Virtual from £790 per person +VAT -

Durham from £890 per person +VAT -

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Get an answer to a question via email

Course Duration

2 Days

Course Overview

Power BI Desktop is part of the suite of tools from Microsoft which enable data to be analysed and published from a variety of sources.

With Power BI Desktop, you get a report authoring tool that enables you to connect to and query data from different sources using the Query Editor. From the datasets you build with Query Editor you can create Reports and Visualizations or dashboards within Power BI Desktop. Reports can then be published.

This course covers the use of Power BI Desktop to connect to data, create Visualizations, query the data and publish reports.

This course does not cover MS Power BI Pro, Power BI accessed via Office 365 or SharePoint Services.

Course Objectives

    • Power BI Desktop Concepts and Main Features
    • Data Sources compatible with Power BI Desktop
    • Connecting to Data with Power BI Desktop
    • Explore Data Visualizations
    • Apply Common Query Tasks to Shape Data in Power BI Desktop
    • Create and publish Reports

Target Audience for this Course

    • Anyone who is an experienced user of Microsoft Office applications and who needs to work with data in order to connect to, process, analyse in order to produce suitable output at all levels within an organisation.
    • It is assumed that attendees on the course are already familiar with charts and PivotTable concepts.

Course Content

  • Getting Started with Power BI Desktop

    Power BI Concepts and Overview
    Introduction to Main Features
    Report View
    Data View
    Relationship View
    Query Editor
    Using and interacting with reports

  • Connecting to Data Sources with Power BI Desktop

    Types of Data Sources in Power BI Desktop
    Get Data
    Connecting to Excel, CSV, Text
    Connecting to web data
    Connecting to databases (Access, SQL etc)
    Connecting to multiple sources
    Refresh connections

  • Getting Started with Data Visualizations

    Overview of Data Visualizations
    Tables and Matrix Views
    Simple Charts
    Pie, Columns and Bar Charts
    Tree Maps
    Simple Geo Maps
    Interactive Data and Date Slicers
    Drill Visualizations to see underlying data
    Adding Titles
    Adding Data Labels
    Setting Font and Colour Formatting
    Applying Conditional Formats

  • Querying and Cleaning Data

    Setting Data Types and calculation types
    Geocode Data
    Query Editor
    Replace Values
    Fix Errors
    Remove, Duplicate and Move Columns
    Filter out unneeded data
    Split Columns
    Pivot and UnPivot
    Creating Custom Columns
    Adding Conditional Columns
    Columns by Example
    Merge Queries
    Append Queries

  • Modelling Data

    Connecting to multiple tables
    Adding relationships to data
    AutoDetect
    Types of relationships
    Creating Date Table to add functionality

  • Introduction to DAX calculations

    DAX Expressions
    Calculated Columns
    Measures
    Time Intelligence
    Year on Year comparisons
    Year to date calculations
    Same Period last year comparison
    Quick Measures

  • Reports and Output Options

    Report Elements and Options
    Working with Pages
    Adding Graphics
    Visual and Filter Settings
    Export Power BI Data to CSV
    Publishing options

  • Advanced Visualisations and Report options

    Mapping Data
    ArcGIS Maps and options
    Combo Charts
    Gauge Charts
    Funnel Charts
    KPI’s
    Custom Visuals
    Word Clouds
    Record Grouping and Binning in Visualizations
    Drill Visualizations with using Dates
    Analytics and Forecast Lines in Visualizations

Prerequisites

    • Please note that this course is not suitable for new Excel or database users
    • Ability to create, format chart outputs
    • An understanding of basic data concepts
    • Excel Level 3 and above knowledge and experience required

Public Scheduled Course Dates

Prices per delegate. All prices exclude VAT.
29 Jul - 30 Jul 2026
Newcastle
£1050
17 Aug - 18 Aug 2026
Virtual
£790
28 Sep - 29 Sep 2026
Newcastle
£1050
19 Oct - 20 Oct 2026
Durham
£890
18 Nov - 19 Nov 2026
Virtual
£790
23 Nov - 24 Nov 2026
Newcastle
£1050
14 Dec - 15 Dec 2026
Durham
£890
Get full course options and prices sent to you via email
Book a place on a public course
Get an answer to a question via email
Very easy to follow and great to do from home
South Tyneside Council
C.W, Excel Level 3
I found learning about data relationships and models particularly helpful. More generally, being able to build a report excel dashboard from scratch is going to change the way I work for the better.
DCC
N.B, Excel Business Intelligence using Excel Power Tools
Brilliant session, great trainer.
NOCN
S.H, Microsoft Power BI Desktop

Course Overviews at a Glance

Microsoft Power BI Desktop Course


Course Overview:

Power BI Desktop is part of the suite of tools from Microsoft which enable data to be analysed and published from a variety of sources.

With Power BI Desktop, you get a report authoring tool that enables you to connect to and query data from different sources using the Query Editor. From the datasets you build with Query Editor you can create Reports and Visualizations or dashboards within Power BI Desktop. Reports can then be published.

This course covers the use of Power BI Desktop to connect to data, create Visualizations, query the data and publish reports.

This course does not cover MS Power BI Pro, Power BI accessed via Office 365 or SharePoint Services.

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