Get in Touch
 Duration 14 hours

Course Outline

Microsoft Power BI Desktop online

  • Power BI’s role within the Power Platform
  • Distinctions between Power BI versions, highlighting the specific limitations and features of the online edition
  • Licensing models and account types required for online operations

The workspace and dashboard of the Power BI service

  • Workspace creation and an overview of its core components
  • Administering access rights and permissions within a workspace
  • Understanding the "My workspace" environment
  • Constructing and modifying dashboards
  • Dashboard components, along with their respective capabilities and constraints

Power BI online reporting

  • Utilizing existing reports created in Power BI Desktop
  • Exporting reports to PDF, Excel, or PowerPoint formats, and embedding them in PowerPoint presentations
  • Comparing report sharing with colleagues versus publishing in public mode
  • Analyzing report usage metrics

Data sets and data repositories

  • Creating data sets and data repositories, including their constituent elements
  • Reusing an existing data set within a new report
  • Retrieving data sources as PBIX files and analyzing data sets using Microsoft Excel
  • Examining the dependencies of Power BI Online queries and objects

Dataverse and Power Query Online

  • An introduction to Dataverse: what it is, how to apply it in the workplace, and typical use cases
  • Establishing and managing Dataverse data sources, including data import and connection processes
  • Distinguishing between the organization area and the user area
  • Configuring data source synchronization schedules and controlling data source access

Online data refresh and security

  • Manually refreshing data through republishing
  • Installing a gateway (Data Gateway) for automatic data refreshing
  • Adding new sources to the gateway and automating the refresh process using Power Automate
  • Creating tables with permission controls and integrating them into the data model
  • Developing and editing access rules, as well as adding users to these rules

Report subscriptions

  • Understanding the mechanics of report subscriptions
  • Assigning users to specific subscriptions
  • Configuring the frequency of notification alerts

Power BI integration

  • Managing application settings and publishing procedures
  • Configuring application permissions
  • Downloading pre-built applications
  • Publishing applications to SharePoint and external websites
  • Integrating Microsoft Teams with Power BI reports
  • Preparing reports for mobile device compatibility
  • Designing dedicated views and report layouts for mobile devices

Data gateways

  • Installing a personal gateway
  • Managing data gateway connections
  • Scheduling automated data updates
  • Implementing security measures and access controls

Requirements

This training is tailored for professionals engaged in processing and analyzing large datasets, including analysts and accountants. The scope covers the publication and management of online data models.

Number of participants


Price per participant

Testimonials (2)

Upcoming Courses

Related Categories