Power BI: beginner level

Want to turn your data into clear, useful information without being an analytics expert? This beginner's Power BI training course is for you. Through a hands-on approach, you'll learn how to import your data, structure it, and create dynamic, visual, and interactive dashboards. By following simple, guided steps, you will master the basics of Power BI to create your first professional reports and make better decisions based on reliable data. Whether you are an analyst, manager, or simply want to make better use of your data, this Power BI training course will give you a solid foundation that you can apply to your daily work.

Objectives

By the end of this training, you will be able to create reports and dashboards in Power BI.

Is it for you ?

This training course has been designed for professionals who want to leverage their data with Power BI, even without prior experience, regardless of their industry: Business or data analysts looking to optimize their reporting processes. Project managers and team leaders who want to track their key performance indicators (KPIs) in real time. Finance, sales, marketing, or operations professionals who regularly handle data. Anyone who wants to develop a highly sought-after skill in the job market in the field of data visualization and business intelligence.

Prerequisite

None

Your benefits

With this Power BI training, you will be equipped to :

• Master the Power BI workflow, from data import to secure publication of your dashboards
• Create interactive reports from raw data, without the need for coding
• Highlight useful information with clear, customized visualizations
• Facilitate decision-making within your team or organization with accessible data.
• Share your dashboards professionally and securely with your colleagues and partners.

Content

Module 1: Introduction to the Power BI ecosystem

Before you start creating reports, you need to understand what Power BI is used for and how it fits into the world of business intelligence.

• Understand the power of Business Intelligence (BI) and the role of Power BI.
• Discover the different components: Power BI Desktop, Service (Cloud), and Mobile.
• Become familiar with the Power BI Desktop interface and the four key steps of a project.

Module 2: Importing and transforming data with Power Query

The quality of a dashboard depends on the data you use. In this module, you will learn how to import and prepare data.

• Connect to various data sources (Excel/CSV files, folders, web sources).
• Power Query, or how to apply the necessary transformations to clean and prepare data :

Filter, sort, and delete unnecessary data.

Manage data types and headers.

Split columns, merge, add conditional columns.

• Discover best practices for optimizing loading and performance.
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Module 3: Modeling your data and creating your first DAX formulas
Creating reliable reports starts with a solid data structure. Here, you will learn how to model your data and use the basics of the DAX language.
• Understand the importance of a good data model.
• Build a star schema: the best practice for effective reporting.
• Create and configure relationships between tables (cardinality, filtering direction).
• Introduction to the DAX (Data Analysis Expressions) language :
Differentiate between calculated columns and measures.
Create your first simple measures with aggregation functions (SUM, COUNT, AVERAGE).
• Discover the power of the CALCULATE function for contextual calculations.
Module 4: Building clear and interactive dashboards
It's time to bring your data to life! This module guides you through creating meaningful visuals and interactive reports.
• Choose the most relevant visuals to tell the story of your data.
• Explore and format essential visual objects (graphs, matrices, maps, KPIs).
• Apply a graphic theme for a consistent and professional design.
• Make the report dynamic by managing interactions between visuals.
• Use different filter levels (visual, page, report) and segments.
• Improve navigation with bookmarks and buttons for a better user experience.
Module 5 : Publish, share, and update your reports on Power BI Service
Once you have created your reports, you need to know how to share them and keep them up to date. This module shows you how to manage the distribution of your dashboards.
• Publish your Power BI Desktop report to the online service.
• Understand the difference between a report and a dashboard.
• Create a dashboard to group key visuals.
• Explore sharing and collaboration options within a workspace.
• Set up a data gateway to schedule automatic updates to your reports.
Module 6: Summary and best practices
To round off the training, we will quickly review the key points and discuss ways to continue improving your use of Power BI.
• Review of best practices at each stage of the process.
• Group question-and-answer session to reinforce what you have learned.
• Tips and resources to continue developing your skills.
• Bonus exercises to challenge yourself.

💡 Useful information

Our training sessions are offered in Montreal or Quebec City, in person or in virtual format. Dates and locations are provided when you select your session below. If you have any questions regarding registration, schedules, the language of instruction, or cancellation policies, please consult our FAQ .