Analytics with Power BI (Online)

This 4-day class is designed to get you up to speed using tools easily accessible to Power Users: Microsoft Excel and Power BI Desktop. First you will learn the basics of creating models using Power Pivot.  Then using Power Query you will shape additional data that can be found in external data sources. Finally, you will learn the best ways to present your data by building reports using Excel, Power View and Power Map.  You will also learn how to make the self-service BI solutions you create scalable across your entire enterprise environment. ┬áThis class with demonstrate creating solutions with both Microsoft Excel BI and the Power BI Desktop application

IMPORTANT: When you purchase a seat in this class you also receive 2 hours of our BI Virtual Mentor service for assistance with YOUR project work. This remote service lets you work ONE on ONE with our BI mentors to accelerate YOUR project and further improve YOUR skills. Your Virtual Mentor hours can be used during business hours anytime during the 12 months following your class. To set up a session, download this simple questionnaire, fill it out, and send it as an attachment to This unique Pragmatic Works offering insures that your training will translate into real world success for YOUR projects.

All virtual training students are provided a previously recorded version of the class that are available for 7 days after the end of the class.


Day 1 - Power Pivot

  1. Class Introduction
    • Self-Service BI Lifecycle
    • Understanding the role Self-Service BI plays with IT
  2. Introduction to Power Pivot
    • Why use Power Pivot?
    • Who should use Power Pivot?
    • Why is Power Pivot so fast?
  3. Importing Data into Power Pivot
    • Data Source Options
    • Managing Data Refreshes
    • Linked Tables
  4. Creating the Data Model
    • What is a Data Model?
    • Usability Enhancements 
    • Creating Table Relationships
    • Creating Hierarchies

Day 2 - Power Pivot and DAX

  1. Creating Calculated Columns with DAX
    • Introduction to DAX
    • Functions for String Manipulation
    • Conditional and Logical Functions
    • Navigation Functions
  2. Creating Calculated Measures with DAX
    • Creating Aggregates
    • Incorporating Time Intelligence
    • Working with Role Playing Dimensions
    • Building Key Performance Indicators (KPIs)
  3. Building Power Pivot Reports
    • PivotTable Fundamentals
    • Working with Pivot Charts
    • Sorting, Filtering and Formatting Reports

Day 3 - Power View and Power Map

  1. Introduction to Power View
    • Power View Overview
    • When would you use Power View?
    • Who would use Power View?
    • Requirements to use Power View
  2. Creating Basic Power View Reports
    • Exploring the Power View Designer
    • Data Source Options
    • Creating Bar and Line Charts
    • Using View Filters
  3. Optimizing Power Pivot Models for Power View Reporting
    • Setting Report Properties in the Model
    • Adding Images to the Model
    • Adding Tooltips and Default Aggregates
  4. Creating Interactive Reports with Power View
    • Adding Slicers for Filtering
    • Creating Animated Scatter Charts
    • Leveraging Images in Your Reports
    • Using Tiles as Filters
    • Mapping Geography Data
    • Exporting Reports
  5. Touring Data with Power Map
    • Power Map Overview
    • Linking Geographical Fields to Power Map properties
    • Mapping Time Data
    • Creating a Power Map Tour

Day 4 - Power Query and Power BI Q&A

  1. Introduction to Power Query
    • Power Query Overview
    • Why use Power Query?
    • Who should use Power Query?
  2. Importing Data
    • Importing Data from External Data Sources
    • Managing Data Refreshes
  3. Using Power Query to Transform Data
    • Sorting and Filtering Data
    • Drill Down into a Related Table
    • Using Power Query Formulas
    • Adding Data to the Power Pivot Model
  4. Making Self-Service BI Scalable
    • Deploying to SharePoint
    • Upgrading Power Pivot Models to Tabular
  5. Using Power BI Q&A to Unleash your Data
    • Implementing Synonyms to Improve Search Results
    • Deploying to an Office 365 Power BI Site
    • User Interaction with Power Q&A


This class is targeted for Power Users or End Users that are looking to design their own self-service Business Intelligence solutions.  Because this class is focused on self-service end user solutions, previous SQL Server knowledge is not required.  It is not mandatory but ideally students would have a basic understanding database terminology (tables, views column, rows, etc..)


Power BI Desktop (

You may have either Excel 2010 or Excel 2013 Professional Plus installed for this class but all in class examples will be done using Excel 2013.

Excel 2013 allows you to follow the entire class

Excel 2010 allows you to follow Power Pivot and Power Query sections of the course. A hosted SharePoint service can be used to try Power View

If you do not have this software currently installed you can find a 60 evaluation copy here. We strongly recommend downloading the 64 bit version of Office if possible.

In addition to Excel please also download and install the following free Microsoft Excel Add-in’s:

If you are using Excel 2010

· Power Pivot Add-In (

· Power Query Add-In (

If you are using Excel 2013

· Power Query Add-In (

· Power Map Add-In (

· Power BI Desktop (

Some of our clients