Learning Power BI Desktop

Introduction

• Model and visualize your data with Power BI Desktop

1. Get Started with Power BI Desktop

• Launch Power BI Desktop

2. Get Data

• Power BI data sources: The basics
• Connect to a file: Excel
• Connect to a file: CSV
• Connect to databases
• Connect to a web data source
• Connect to a SharePoint list
• Connect to Microsoft Dataverse
• Advanced connection types: DirectQuery and live connections
• Open a PBIX file or Excel data model
• Change the data source for a PBIX file

3. Transform Data with the Power Query Editor

• Rename columns in the Query Editor
• Remove rows and columns and change data types
• Reduce rows
• Filter, set data types, and replace values
• Unpivot columns
• Transform columns

4. Combine, Append, and Merge Data

• Prep to combine multiple tables
• Append data to a query
• Add an index column
• Clean up data
• Relate tables in your model
• Hide or display queries
• Merge data

5. Create a Report with Visualizations

• Use the Power BI Desktop Report view
• Format visualizations and apply themes
• Filter with slicers and report and page filters

6. Share Your Work

• Sharing: The basics
• Publish from Power BI Desktop
• Get a PBIX file from the Power BI service
• Display Power BI content in Microsoft Teams

7. Use Copilot with Power BI Desktop

• Start Copilot for the first time
• Create a visualization using Copilot
• Create a report page using Copilot
• Create a multipage report
• Create a narrative summary visual using Copilot

8. Next Steps

• Next steps

Products, Installation, and Requirements

• Power BI tools
• Install Power BI Desktop
• Requirements for Copilot in Power BI Desktop