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Course Outline

Microsoft Power BI Desktop Online

  • Power BI as part of the Power Platform
  • Distinctions between Power BI versions, including the limitations and capabilities of the online version
  • Licenses and account types for online work

The Workspace and Dashboard in the Power BI Service

  • Creating a workspace and understanding its key elements
  • Managing access and permissions for a workspace
  • Understanding 'My Workspace'
  • Creating and modifying a dashboard
  • Dashboard components, capabilities, and limitations

Online Reporting with Power BI

  • Leveraging existing reports created in Power BI Desktop
  • Exporting reports to PDF, Excel, and PowerPoint, including embedding them in PowerPoint
  • Differences between sharing reports with colleagues and publishing in public mode
  • Understanding report usage metrics

Data Sets and Data Repositories

  • Creating data sets and repositories, and understanding their elements
  • Utilizing an existing data set in a new report
  • Retrieving a data source as a PBIX file and analyzing data sets in Microsoft Excel
  • Viewing dependencies of Power BI Online queries and objects

Dataverse and Power Query Online

  • Understanding Dataverse and its practical applications in the workplace
  • Creating and managing a Dataverse data source, including importing and connecting data
  • Distinguishing between organization area and user area
  • Scheduling data source synchronization and managing data source access control

Online Data Refresh and Security

  • Manually refreshing data by republishing
  • Installing a gateway (Data Gateway) for 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

  • Understanding how subscriptions function
  • Adding users to specific subscriptions
  • Configuring notification frequency

Power BI Integration

  • Application settings and publishing
  • Application permissions
  • Downloading pre-built applications
  • Publishing applications to SharePoint and websites
  • Integrating Teams and Power BI reports
  • Preparing reports for mobile devices
  • Dedicated views for mobile devices and report design considerations

Data Gateways

  • Installing a personal gateway
  • Managing data gateway connections
  • Scheduling data updates
  • Security and access control

Requirements

The target audience includes professionals involved in processing and analyzing large volumes of data, such as analysts and accountants. The training scope covers online data model publication and management.

 14 Hours

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Price per participant

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