Power BI: Beginner Data Analysis Techniques
- Navigate Power BI Desktop views and understand the role of each.
- Import Excel and CSV data and apply basic Power Query steps such as removing columns, changing types and filtering rows.
- Create relationships between two or three tables and test that filters work as expected.
- Write simple DAX measures for sums, counts, averages and percentages.
- Build a one-page report with cards, bar, line and table visuals and slicers.
- Publish the report to the Power BI service and share it with colleagues.
- Getting Started with Power BI
- What Power BI does and where it fits
- Report, data and model views
- Planning a simple report
- Importing and Cleaning Data
- Loading Excel and CSV files
- Basic Power Query transformations
- Refreshing data
- Relationships Between Tables
- Why relationships matter
- Creating and checking relationships
- Simple lookup tables
- First DAX Measures
- Implicit versus explicit measures
- SUM, COUNT, AVERAGE and DIVIDE
- Formatting measures
- Building Visuals
- Cards, bar, line and table visuals
- Slicers and filter panes
- Formatting and themes
- Publishing and Sharing
- Saving and publishing to the service
- Sharing reports with colleagues
- Good habits for clean reports
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Program Professional Framework
Power BI: Beginner Data Analysis Techniques
Program Overview
This introductory programme is designed for professionals who have worked mainly in Excel and want to produce their first interactive reports. It explains how Power BI Desktop is organised, how to import and tidy data from spreadsheets, how tables relate to each other, how to create simple measures, and how to build and format clear visuals and filters. By the end participants can build a small report from their own data, publish it and share it with colleagues, with good habits that prepare them for more advanced work.
Learning Outcomes
- ✓Navigate Power BI Desktop views and understand the role of each.
- ✓Import Excel and CSV data and apply basic Power Query steps such as removing columns, changing types and filtering rows.
- ✓Create relationships between two or three tables and test that filters work as expected.
- ✓Write simple DAX measures for sums, counts, averages and percentages.
- ✓Build a one-page report with cards, bar, line and table visuals and slicers.
- ✓Publish the report to the Power BI service and share it with colleagues.
Target Audience
- Excel users new to Power BI
- Administrative and reporting staff
- Junior analysts and graduate trainees
- Team supervisors who need simple performance reports
Detailed Program Modules
01Getting Started with Power BI
- What Power BI does and where it fits
- Report, data and model views
- Planning a simple report
02Importing and Cleaning Data
- Loading Excel and CSV files
- Basic Power Query transformations
- Refreshing data
03Relationships Between Tables
- Why relationships matter
- Creating and checking relationships
- Simple lookup tables
04First DAX Measures
- Implicit versus explicit measures
- SUM, COUNT, AVERAGE and DIVIDE
- Formatting measures
05Building Visuals
- Cards, bar, line and table visuals
- Slicers and filter panes
- Formatting and themes
06Publishing and Sharing
- Saving and publishing to the service
- Sharing reports with colleagues
- Good habits for clean reports
Training Methodology
Applied Project & Assessment
Applied Project
Participants build a one-page Power BI report from a supplied or personal dataset with at least two related tables, five measures, interactive slicers and consistent formatting, then publish and share it.
Assessment
Short diagnostic at the start, practical tasks linked to each learning outcome, and evaluation of the applied project against published criteria.


