Dashboard in a Day

Power BI
<instructor>

September 2024 version

Prerequisites and setup steps
At minimum, a computer with 2-cores and 4GB RAM running Windows 8 / Windows Server 2008 R2, or later

Display: At least 1440x900 or 1600x900 (16:9) recommended.

Internet connectivity: You must have the ability to connect to the Internet outside your organization

Microsoft Power BI Desktop installed: you should have downloaded and installed Power BI Desktop from
the Microsoft Store https://go.microsoft.com/fwlink/?linkid=2135345 or from the download center
https://go.microsoft.com/fwlink/?linkid=2135519

Microsoft Power BI Desktop requires Internet Explorer 10 or later.

Signup for Power BI: Go to http://aka.ms/pbidiadtraining and sign up for Power BI with a business email
address. If you cannot sign up for Power BI, let the instructor know.

If you have an existing account, please go to http://aka.ms/pbidiadtraining and Sign in using your
Microsoft Fabric Account

Attending Online session – you must get the meeting invite and synchronize with the presenter prior to the
event start for online attendance computability
Agenda (times are approximate and will be fluid with the class)
Morning
09:00 AM – 9:45 AM Introduction to Power BI and Power BI Demo
09:45 AM – 10:30 AM Access and prepare data for Power BI Desktop
10:30 AM – 10:40 AM Break
10:40 AM – 12:15 AM Build your first data model and explore the data by using Power BI
12:15 PM – 01:00 PM Break for lunch
Afternoon
01:00 PM – 02:00 PM Use hierarchies and DAX in your first data model
02:00 PM – 02:30 PM Data visualization and reports in Power BI
02:30 PM – 02:40 PM Break
02:40 PM – 03:15 PM Import custom visuals and add bookmarks to a report in Power BI
03:15 PM – 03:50 PM Publish and access reports in Power BI service
03:50 PM – 04:00 PM Break
04:00 PM – 04:45 PM Interact, Share, and Collaborate Power BI dashboards
04:45 PM – 05:00 PM Q&A
Dashboard
in a Day
Digital Transformation

Engage Optimize
customers operations

Digital
transformation

Empower Transform
employees products
Digital Feedback Loop

Engage Optimize
customers operations

Data
1
Capture digital signal across business

Intelligence Data +
2 intelligence
Connect and synthesize data

Action
3
Improve business outcomes

Empower Transform
employees products
Digital Feedback Loop

Engage Optimize
customers operations

Data
1
Capture digital signal across business

Intelligence Data +
2 intelligence
Connect and synthesize data

Action
3
Improve business outcomes

s
yee
plo
Empower Transform
employees em e products
c ti v
ffe
ee
or
M
Microsoft Fabric does it all—in a unified solution
An end-to-end analytics platform that brings together all the data and analytics tools that
organizations need to go from the data lake to the business user

Data Integration Data Engineering Data Warehouse Data Science Real Time Analytics Business Intelligence Observability

Data Factory Synapse Synapse Synapse Synapse Power BI Data Activator

Unified data foundation

OneLake

UNIFIED

SaaS product experience Security and governance Compute and storage Business model
The Evolution of BI

3rd wave
End user BI Everyone

2nd wave
Self-service BI Analyst to end user

1st wave
Corporate BI IT to end user
Power BI

All Data For Everyone For Every Decision

Break down data silos and Create rich-interactive Integrate trusted and secure BI
enrich your data with data experiences with into the fabric of your
intelligence AI infused insights organization and apps

Power BI drives a data culture for everyone and every decision

Why Power BI?

Power BI Desktop is free

Real time dashboards and interactive reports

Natural Language query & AI insights

Custom visualizations and custom connectors

Integration with Excel, Power Point, SharePoint and Teams

Power BI
Desktop is free
Real time
dashboards and
interactive reports
Natural Language
query & AI
insights
600+ Custom
visuals
Integration with Excel, Power
Point, SharePoint and TEAMS
 The
LARGEST GLOBAL
FOOTPRINT

43 Languages

40 Primary and backup​

datacenters worldwide​

National US Government​,
Clouds China​ & Germany​
 June 2024
A Leader in Analytics & BI Platforms*

This graphic was published by Gartner, Inc. as part of a larger research document and
should be evaluated in the context of the entire document. The Gartner document is
available upon request from Microsoft. Gartner does not endorse any vendor, product or
service depicted in its research publications and does not advise technology users to select
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publications consist of the opinions of Gartner’s research organization and should not be
construed as statements of fact. Gartner disclaims all warranties, expressed or implied, with
respect to this research, including any warranties of merchantability or fitness for a
particular purpose. Gartner is a registered trademark and service mark and Magic
Quadrant is a registered trademark of Gartner, Inc. and/or its affiliates in the U.S. and
internationally and are used herein with permission. All rights reserved.

*Gartner; Magic Quadrant for Analytics and Business Intelligence Platforms; Kurt Schlegel,
Julian Sun, David Pidsley, Anirudh Ganeshan, Fay Fei, Aura Popa, Radu Miclaus, Edgar
Macari, Kevin Quinn, Christopher Long.
Power BI
Demo
End User Needs
Access

Share Clean

Visualize Mash-up

Explore
Lab overview

Share &
Prepare Explore Visualize collaborate
Access all your DATA Prepare Explore Visualize
Share &
collaborate

Data sources

SaaS solutions Organizational On-premises Azure services Excel files Power BI Desktop files
e.g. Marketo, Salesforce, Corporate data sources or Data Azure SQL, Stream Data from files, databases,
GitHub, Google Analytics external data services Analytics… Azure, and other sources

Connect to 200+ data sources,

both on-premises and cloud
Data from Applications
• SaaS services that you already use
Data from your organization
• Content published by others in your org
(Datasets and Dataflows)
Big data and more
• Azure data services, e.g. SQL DW, ADLS.
• On-premises data sources,
e.g. Oracle & SSAS
Data from files
• Import data from Text, CSV, Excel
and Power BI Desktop files
Clean and mash-up your DATA Prepare Explore Visualize
Share &
collaborate

Consolidate data from a broad range of

sources
• Merge or append queries to combine
data from multiple queries into a
single query
Transform data to fit your needs using
intuitive UI
• Select data for inclusion
• Cleanse data and remove errors
Define calculations to generate new
fields for use in reports
Develop advanced analytics using a
combination of measures and
relationships
• Uncover correlations, highlight exceptions
and understand business outcomes
Lab

Accessing &
Preparing the data
Explore your DATA Prepare Explore Visualize
Share &
collaborate

Explore data in a variety of ways and

across multiple visualizations using drag
and drop canvas
Dig deeper into your reports
• Drill-down in your hierarchical data
• Filter, sort, hover over and highlight data
Leverage Quick Insights to find insights
in your data
Ask questions of your data in natural
language with Q&A
• Type questions in plain language
• Q&A intelligently filters, sorts, aggregates,
groups and displays data based on
the question
Lab

Build your first data

model and explore the
data
Lab

Use hierarchies and DAX

in your first data model
Explore and share
your data stories

In the Data Stories Gallery

And
COVID-19 Data Stories Gallery
Lab overview

Share &
Prepare Explore Visualize collaborate
Visualize your DATA Prepare Explore Visualize
Share &
collaborate

Visualize data in a variety of ways

Growing number of visualization types
• Donuts, basic area, waterfall, filled maps,
tree maps, funnel, gauges combo charts
and more
• Custom visuals available from Power BI
Visuals Marketplace
• Tools to develop, test, package new
custom visuals
Visualizations on report page are
connected – select value in one
visualization to change other
visualizations
Full screen pop out mode for report
visuals to show additional details
Lab

Data visualization and

reports
Lab

Import custom visuals

and add bookmarks to a
report
Bring your story to life with DATA Prepare Explore Visualize
Share &
collaborate

Save Power BI Desktop report files and

easily publish them to powerbi.com

Access dashboards using native mobile

apps for Windows, iOS and Android

Share as appropriate with other Power BI

users in your organization

Package your reports in apps for easy

consumption and control

Easily embed interactive Power BI

visualizations in blog posts, websites,
through emails or social media With Power
BI Publish to web
Lab

Publish and access

reports in Power BI
service
Track business metrics with Goals Prepare Explore Visualize
Share &
collaborate

• Create scorecards

• Measure key business metrics

• Track goals in a single source

• Measure progress

• Share updates with the team

• Monitor the health of the business

• View on mobile
Take collaboration to the next level in Teams Prepare Explore Visualize
Share &
collaborate

• Meet users where they are with the

Power BI app in Teams.

• Keep everyone aligned with data-

driven meetings.

• Use data to inform discussions in

teams, chats, and meetings.

• Find data and insights to drive better

decision-making with the Power BI
search extension

• Learn more here:

https://aka.ms/LearnPBIInTeams
Access your story everywhere Prepare Explore Visualize
Share &
collaborate

with Mobile

Access dashboards using

native mobile apps for
Windows, iOS and Android

Easy sign in page

Quick Access reports

Your personal
Recent Activity feed
Lab 05 -

Interact, share, and

collaborate Power BI
dashboards
Get Started Now at
PowerBI.com
Q&A