Microsoft 365 Power Bi Report Builder - Beginner

Visualizing data with Power BI

What you'll learn

Technology, Terms & Downloads

Exploring the Environment

Creating Data Sources

Creating Datasets in PBIRB

Creating Basic Table Reports

Sorting and Grouping Report Data

Creating Matrix Reports

Creating Expressions

Using Workspaces

Printing, Exporting & Publishing Reports

Requirements

Familiar with Windows basics

Folder navigation and basic file operations

Saving and renaming files

Manipulating windows

Basic text formatting

Basic spreadsheet operations

Basic clipboard operations like copy and paste

Description

Modern day report writing involves creating interactive reports that are published and shared with others within an organization.  These reports must be accessible and usable on mobile devices.  Microsoft's Power BI Report Builder joins the Power BI platform, along with other products, to deliver this functionality. This course is for beginners who need to learn how to create basic reports.  In this course, reports are created, published, and accessed through a browser. The course begins with explanations of the related technology and necessary terminology.  The steps for downloading Power BI Report Builder are demonstrated.  The Power BI Service is introduced.  Several completed reports are examined in order to explore the Report Builder environment and learn where all the necessary features are located. Data Sources are created that connect to several different data sources, including the Power BI Service itself.  Datasets, which are essentially queries, are created next. Basic table reports are created and techniques for sorting and grouping follow.  Matrices are created after the standard tabular reports are created.  A matrix is as close we get to an Excel-style PivotTable in Report Builder. Expressions are like miniature formulae that often use Excel-style functions to produce results.  Expressions are one of the most powerful aspects of Report Builder, so expect to see Expressions covered in the Intermediate and Advanced courses as well. Moving back to the Power BI Service, workspaces are examined as the containers for reports. Reports are stored here so that they may be shared with others. Finally, skills for printing, exporting, and publishing reports round out the course.

Overview

Section 1: Introduction

Lecture 1 Introduction

Section 2: Technology, Terms & Downloads

Lecture 2 Understanding Product Names and Downloading the Apps

Section 3: Exploring the Environment

Lecture 3 Exploring a Report

Lecture 4 Exploring Row Groups

Lecture 5 Exploring Column Groups

Lecture 6 Publishing a Report to the Service

Section 4: Planning Reports

Lecture 7 Report Considerations

Lecture 8 Data and the Device Screen Estate

Section 5: Creating Data Sources

Lecture 9 Understanding Power BI Service Workspaces

Lecture 10 Loading Data into a Workspace

Lecture 11 Creating a Data Source in Power BI Report Builder

Section 6: Creating Datasets in PBIRB

Lecture 12 Creating a Dataset in Power BI Report Builder

Lecture 13 Understanding Dataset Properties

Lecture 14 Understanding Dataset and Data Region Filters

Lecture 15 Using Filters at the Service

Lecture 16 Using Excel or Text Data

Section 7: Creating Basic Table Reports

Lecture 17 Locating Properties

Lecture 18 Understanding Data Regions

Lecture 19 Creating a Table Report Manually

Lecture 20 Creating a Table Report with the Wizard

Lecture 21 Formatting a Report

Section 8: Sorting and Grouping Report Data

Lecture 22 Creating a Table Report

Lecture 23 Creating a Table with Row Groups with the Wizard

Lecture 24 Editing the Settings Produced by the Wizard

Lecture 25 Sorting Data within a Tablix

Lecture 26 Creating a Table with Row Groups Manually

Section 9: Creating Matrix Reports

Lecture 27 Creating a Matrix with the Wizard

Lecture 28 Formatting a Matrix Report

Section 10: Creating Expressions

Lecture 29 Understanding Expressions

Lecture 30 Using Built-in Fields

Lecture 31 Understanding Object Oriented Expressions

Lecture 32 Using the Expression Builder

Lecture 33 Enhancing a Report with Expressions

Section 11: Using Workspaces

Lecture 34 Understanding Workspaces

Lecture 35 Sharing Reports

Section 12: Printing, Exporting & Publishing Reports

Lecture 36 Setting Page Options

Lecture 37 Using Headers and Repeating Column Headings

Lecture 38 Understanding Export Options

Lecture 39 Using Deployment Pipelines

Section 13: Conclusion

Lecture 40 Recap

Section 14: Microsoft 365 Power BI Report Builder Assessment

Anyone comfortable in Windows that wants to integrate Power BI into their workflow