Get in Touch
 Duration 14 hours

Course Outline

Microsoft Power BI Desktop online

  • Power BI within the broader Power Platform ecosystem
  • Comparing Power BI versions, including the specific limitations and capabilities of the online edition
  • Understanding licensing models and account types for online operations

Workspaces and Dashboards in Power BI Service

  • Creating workspaces and identifying their core components
  • Administering access rights and permissions within a workspace
  • Understanding the "My workspace" environment
  • Building and customizing dashboards
  • Dashboard components: exploring features, capabilities, and constraints

Power BI Online Reporting

  • Utilizing existing reports developed in Power BI Desktop
  • Exporting reports to PDF, Excel, and PowerPoint, as well as embedding them in presentations
  • Strategies for sharing reports with colleagues versus publishing them in public mode
  • Analyzing report usage metrics

Datasets and Data Repositories

  • Creating datasets and data repositories, along with their constituent elements
  • Repurposing existing datasets for new reports
  • Extracting data sources as PBIX files and performing dataset analysis in Microsoft Excel
  • Examining dependencies between Power BI Online queries and objects

Dataverse and Power Query Online

  • Introduction to Dataverse: practical applications and use cases
  • Setting up and managing Dataverse data sources for data import and connection
  • Distinguishing between organization-level and user-level areas
  • Configuring synchronization schedules and controlling data source access

Online Data Refresh and Security

  • Manually refreshing data through the republishing process
  • Installing a Data Gateway and enabling automatic refresh
  • Integrating new sources with the gateway and automating refresh cycles via Power Automate
  • Developing tables with permission controls and integrating them into the data model
  • Defining, editing, and assigning users to access rules

Report Subscriptions

  • Mechanics of report subscription functionality
  • Enrolling users in specific subscription lists
  • Configuring notification frequencies

Power BI Integration

  • Managing application settings and deployment
  • Configuring application permissions
  • Acquiring pre-built applications
  • Distributing applications to SharePoint and external websites
  • Synergy between Microsoft Teams and Power BI reports
  • Optimizing reports for mobile device compatibility
  • Designing dedicated views for mobile experiences

Data Gateways

  • Installing and configuring personal gateways
  • Overseeing data gateway connections
  • Scheduling automated data updates
  • Enforcing security protocols and access control

Requirements

This training is tailored for data analysts and accountants who regularly process and analyze large datasets. The curriculum covers the publication and management of online data models.

Number of participants


Price per participant

Testimonials (2)

Upcoming Courses

Related Categories