Power BI Creating Reports & Visualizations

Beginning - Advanced 2 days

In this course you will learn to

  • Configure the PBI environment with themes
  • Build visualizations
  • Enhance with sorting
  • Filter visualizations
  • Use DAX with visualizations
  • Modify report context with DAX
  • Create new columns and measures
  • Use quick measures
  • Add parameters
  • Work with advanced slicer techniques
  • Examine drill behavior on visualizations
  • Use tooltips effectively
  • Create conditional formatting
  • Group data
  • Add advanced report interactivity features
  • Review format properties
  • Build hierarchies and nesting
  • Create bookmarks
  • Custom page navigation
  • Introduce multiple visualization types

Included in this course

  • Hands-on exercises
  • Course manual

Suggested attendees

Business analysts and IT personnel. No previous experience required, but prior report development experience in other tools is helpful.

Choose Format


Course Outline

  • Configure the PBI environment with themes
    • Take a tour of the PBI desktop environment
    • Configure a theme
  • Build visualizations
    • Import data into PBI desktop
    • Set default properties on fields
    • Create basic visualizations
  • Enhance with sorting
    • Enhance visualizations with sorting
    • Review different sorting options
    • Sort fields by other fields
  • Filter visualizations
    • Use the filter pane
    • Create page level filters
    • Review workbook level filters
    • Work with slicers
  • Use DAX with visualizations
    • Introduce DAX functions
    • Build custom fields with DAX
    • Use DAX to build a dynamic visualization
  • Create new columns and measures
    • Add to a visualization with new custom measures
    • Enhance visualization with custom columns
    • Create quick measures
  • Add parameters
    • Explore what if parameters
    • Create a Top N slicer
    • Understand numeric slicers
    • Explore advanced slicer techniques
  • Examine drill behavior on visualizations
    • Create a visualization with drill up/down functionality
    • Develop a drill through visualization
  • Use tooltips effectively
    • Understand when and how to effectively use tooltips in a visualization
  • Create conditional formatting
    • Explore available options for conditional formatting
    • Conditionally format a visualization with rules
    • Conditionally format a visualization with ranges
    • Format a visualization with DAX
  • Group data
    • Create a data group
    • Use histograms in a visualization with binned data
  • Use additional DAX functions
    • Explore report context
    • Understand the Calculate, Filter and All functions
  • Add advanced report interactivity features
    • Conditionally show and hide report objects
    • Understand page navigation
    • Explore hierarchies and nesting
  • Create bookmarks
    • Review bookmarks
    • Build a workbook using bookmarks, images and buttons
  • Introduce multiple visualization types
    • Explore PBI format properties
    • Customize matrix visualizations
    • Explore timeline slicers
    • Explore bullet visualizations
    • Use additional visualization types

  • Payments by purchase order and invoice incur a $50 service fee.
  • Paying party will receive a payment confirmation email upon receipt of payment.
  • Each registered student will receive an email with the course details.
  • Self-paced training subscriptions start when payment is received.

  • Students will receive electronic copies of the course materials and may print one hard copy for their personal use. The course materials are copyrighted and any other reproduction or distribution of these materials is strictly prohibited.

This class requires a local copy of Power BI Desktop. Download it for free

 Instructor-led online

We recommend using two monitors in order to simultaneously view the training presentation and hands-on class work.

You’ll receive a Zoom link to join the class. We recommend using a headset instead of the computer’s microphone and speakers. You may also listen to the audio by phone.

Instructor-led online

  • 100% refund for cancellations made more than 10 days before the first class
  • 50% refund for cancellations made 5-9 days before the first class
  • No refund for cancellations made less than 5 days before the first class


  • Full refund if cancelling within 24 hours of registration
  • $15 fee for cancellations after 24 hours of registration
  • No refund for cancellations after 15 days of registration
  • Shared subscriptions will be immediately deactivated and no refund issued

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