The target audience for the training is people involved in processing and analyzing large amounts of data, analysts and accountants. The scope of the training includes online data model publication and management.
About the training
Microsoft Power BI desktop training focusing on online report publishing, aimed at people who are familiar with the basics of building Power BI reports and whose priority is to share their reports with colleagues. Expansion to include elements of online data model management allows you to effectively manage report sharing.
Training objective
To familiarize with the tools that extend the capabilities in working with Microsoft Power BI desktop with the aspect of publishing reports in the online service and using them in the creation of reports and analysis.
What will Power BI improve in your work?
You will learn how to publish reports effectively. You will optimize ways to retrieve and transform data located in a cloud service. You will expand your skills in using the best analytical tool with online data model management. You will increase your confidence at work by acquiring new skills.
Where will you use the acquired knowledge?
You will increase the efficiency of your work related to the creation of reports and in BI tools o cloud solutions. You will also notice an increase in comfort in accessing data. You will achieve a new higher quality of data presentation and updating.
What you will learn?
You will learn how to effectively use the Power BI service. You will be able to create a unified online reporting system. You will master the standardization of methods for generating reports and creating summaries for analysis. At the same time, you will take report security to a new higher level.
Microsoft Power BI Desktop online
- Power BI as part of the Power Platform
- The differences between versions of Power BI and the limitations and capabilities of the online version
- Licenses and account types for online work
The workspace and dashboard of the Power BI service
- Creating a workspace. The key elements of a workspace.
- Managing access and permissions to a workspace
- What is "My workspace"
- Creating and modifying a dashboard
- Components of the dashboard its capabilities and limitations.
Power BI online reporting
- Leveraging existing reports from Power BI Desktop
- Exporting a report to PDF, Excel, PowerPoint and embedding it in Power Point
- Sharing reports with colleagues vs. publishing in public mode
- Report usage metrics
Data sets and data repositories
- Creating data sets and data repositories and its elements
- An existing data set in a new report
- Retrieving a data source as a PBIX file, analyzing data sets in Microsoft Excel
- Viewing the dependencies of Power BI Online queries and objects
Dataverse and Power Query Online
- What is Dataverse and how to use it at work - where can you use it?
- Creating and managing a Dataverse data source and importing and connecting data.
- Organization area and user area
- Data source synchronization schedule and data source access control.
Online data refresh and security
- Refresh data manually by republishing.
- Installing a gateway (Data Gateway) and automatic refreshing
- Adding new sources to the gateway and automating the refresh process with Power Automate
- Creating a table with permission control and connecting it to the model.
- Creating and editing access rules and adding users to them
Report subscriptions
- How subscriptions work
- Adding users to individual subscriptions
- Setting up the frequency of notifications
Power BI integration
- Application settings and publishing
- Application permissions
- Downloading pre-built applications
- Publishing applications to SharePoint and websites
- Teams and Power BI reports
- Report preparation for mobile devices
- Dedicated view for mobile devices and report design
Data gateways
- Installing a personal gateway
- Data gateway connection management
- Scheduling data updates
- Security and access control