Power BI for end users

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This beginner Power BI training course is designed for professionals who need to consume content created in Power BI (applications, datasets, reports and dashboards) and shared with them. It teaches how to use the Power BI web portal, how to use the mobile application, how to analyze and interact with shared content, and how to create your own analyses based on the shared data.
  • Navigate with ease and autonomy in the Power BI web portal and in the Power BI mobile app
  • Analyze and interact appropriately with the data that is shared with us
  • Create your own analyses based on the data that is shared with us via Power BI and via Excel
BEFORE WE BEGIN
  • Create an account or connect to an existing account
  • Change the language of the web portal
  • Getting the most out of your training
NAVIGATE THE PORTAL
  • Become familiar with the portal configuration
  • Discover the apps section
    • Access the apps shared with us
    • Search for new apps and request access
    • Search for third-party apps
    • Explore content items in an app
  • Discover other content items shared with us
  • Browse recently viewed content items
  • Browse your favorite content items
  • Explore workspaces
    • Discover your personal workspace
    • Explore collaborative workspaces
  • Sort and filter content within a section
  • Search for content within a section
  • Navigate through the different sections of the home page
  • Navigate through the banner options at the top of the portal
INTERACT WITH REPORT FILTERS AND BOOKMARKS
  • Discover the options of the collapsible filter panel
    • View or modify report, page or view filters
    • View or edit basic filtering, advanced filtering, and top-N options
    • View or edit AND/OR clauses to perform a two-condition filter
    • Use the search menu to locate fields to filter
  • Reset the original filters
  • Use report bookmarks
  • Create and use personal bookmarks
INTERACT WITH OTHER FILTER OPTIONS
  • Understand the anatomy of a visualization
  • Quickly see the list of filters applied to a visualization
  • Examine a visual in focus mode
  • Include or exclude data in a visualization
  • Drill across a visualization
  • Drill down into the data of a graph
  • Extract detailed information from a data on another page (drill through)
  • Interact with filters included in segment tiles
INTERACT WITH OTHER REPORT TILE FEATURES
  • Sorting data in a visualization
  • Discovering tooltips
  • Exporting data
  • Display data in table format
  • Add and view comments on selected tiles
  • Chat in Teams about selected tiles
PERFORM ADVANCED ANALYSIS FROM SPECIFIC TILES
  • Analyze the increase and decrease of values
  • Analyze value distributions
  • Explore data with a decomposition tree
  • Use scenario settings
  • Explore the new visual customization feature
INTERACT WITH THE OPTIONS OF THE REPORTS THEMSELVES
  • Adjust the size of the report
  • Save a copy or print the page
  • Subscribe to emails
  • View related content and track data
  • Add comments on a report and chat in Teams
CREATE YOUR OWN ANALYSES ON SHARED DATA - IN POWER BI
  • Discover the different ways to create your own reports in Power BI
  • Create a report title
  • Create different visualizations
  • Add filters
  • Save the report in your personal workspace
CREATE YOUR OWN ANALYSES ON SHARED DATA - IN EXCEL
  • Discover the different ways to create your own reports in Excel
  • Create a pivot table on shared data
  • Create a field hierarchy
  • Add a slicer to your pivot table
  • Add a linked chart to your pivot table
  • Drilling into the chart and exploring the data
INTERACT WITH THE ELEMENTS OF A DASHBOARD
  • Create a dashboard by pinning tiles from an existing report
  • Explore the "ask questions about your data" feature
  • Pin a question tile to the dashboard
  • Create and manage alerts
  • Get insights
USE THE POWER BI MOBILE APPLICATION
  • Discover the "Quick Access" and "Activity" sections of the home page
  • Access notifications
  • Search for content
  • View your favorites
  • Navigate through your apps
  • Navigate through your workspaces
  • Access items you've recently viewed
  • Access items shared with you
  • Retrieve sample reports from Microsoft
  • Annotate a tile and share it with a colleague
  • Refresh data
  • Manage alerts
  • Make comments
BONUS: DISCOVER OTHER INTERESTING FEATURES
  • Consume a Power BI report via Teams or SharePoint Online
  • Retrieve and use sample applications
  • Discover the organizational data available through Excel
  • Access a range of additional resources
CONCLUSION
  • What to remember about Power BI from an end-user perspective
This beginner Power BI training course offers approximately 6 hours of content.
This training course is offered in English.
This training is for professionals who need to consume Power BI content that has been created and shared by colleagues in their organization. These professionals will not be in charge of creating reports or dashboards for the organization but may want to create their own analysis for their own needs. Similarly, they need to become familiar with the Power BI online service and mobile app and learn how to interpret and interact with the content that is shared with them. In addition, they need to be able to share feedback with their colleagues.
Audrée Pellerin
Audrée Pellerin holds a master's degree and a bachelor's degree in corporate finance from the University of Sherbrooke as well as the CPA, CGA designation. She has several years of experience in consulting services for SMEs, multinationals and public and parapublic companies. Audrée helps companies optimize their decision-making process by developing dynamic, personalized and easy-to-use tools. It also helps reduce non-value added tasks by training resources to make optimal use of existing systems. Trainer accredited by the Commission des partenaires du marché du travail.
This training has no prerequisites. It is intended for anyone who needs to consume content via the Power BI portal and/or mobile application.
Each learner must use a laptop and have a Power BI account with a pro license or be willing to access the free trial version, which will be presented during the training.
Course registration includes:
  • A PDF document with step by step instructions to build the course report
  • A series of video clips with demonstrations (one for each step)
  • A reference website with additional resources
  • A forum to ask questions
At the end of this training, when all the lessons and quizzes are completed, the learner will be able to download a certificate of completion. This certificate will include the trainer's Emploi-Québec accreditation number, the participant's name, the title and date of the training, the number of hours of training completed, the number of Continuing Education Units (CEUs), as well as the name and signature of the trainer. This certificate meets the requirements of the continuing education obligations of the Quebec professional orders. For private training (via Teams), the certificate will be sent to the learner by email following the completion of the training.

This training qualifies for 0.6 continuing education units (CEUs).

Le CFO masqué membre SOFEDUC - Sceau UECLe CFO masqué is a member of the Société de formation et d’éducation continue (SOFEDUC), which defines a Continuing Education Unit (CEU) as 10 hours of participation in a structured training activity organized and conducted by an accredited organization, facilitated by qualified instructors and culminating in an evaluation. Only SOFEDUC members in good standing are authorized to use the graphic symbol.
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Coming soon.
  In-class sessions No refund if cancelled within 2 weeks or less before the training session date. Otherwise, credit will be issued.   In-house sessions Once arrangements are made and the booking is confirmed, 25% of the training cost will be claimed for any cancellation.
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