1 Day
End User \ Information Workers
This Revision
Microsoft Dynamics Power BI
Delivery Method
Instructor Led Classroom
On Demand

This course provides students with an introduction to Microsoft PowerBI by building a foundation for all subsequent courses and learning. The main end-user features of PowerBI are introduced including how to use PowerBI to interact with reports, visualizations and dashboards. Students will learn important end user skills including how to proficiently work in Microsoft PowerBI to connect to data sources, consume content packs and apps, share visualizations, and start to create your own reports and dashboards in the PowerBI service.

No previous experience of Microsoft PowerBI is needed to sit this course. This course applies to end users and provides at foundation for subsequent learning and courses.

Audience profile

This course has been designed to apply to end users of Microsoft PowerBI.
It is recommended that attendees of this course have an existing working knowledge of Microsoft Office, Microsoft Excel and Microsoft Outlook. However, this course assumes no prior knowledge of Microsoft PowerBI.


At course completion

After completing this course, students will be able to:

  • Be familiar with the main features of Microsoft PowerBI, including Data sources, Reports, Visualizations and Dashboards
  • Understand where PowerBI service sits in the Microsoft 365 technology stack
  • Be able to consume Content packs and Apps
  • How to work proficiently with Workspaces
  • Understand the different Data sources and be able to connect to an Excel data sheet
  • Create your own Report and Visualizations
  • Design and publish your own Dashboard
  • Share a Dashboard with other users and teams in Office 365
  • Understand how to refresh a Report and the significance of a refresh schedule
  • Work with a Dashboard
  • Explore the PowerBI service interface

Module 1: Introduction

This module provides the attendee with an introduction to Microsoft PowerBI.


  • What is PowerBI?
  • The benefits of PowerBI
  • Office365 and PowerBI
  • The PowerBI Service
  • The PowerBI App features
  • Data sources, Content Packs and Apps
  • Reports and Dashboards
  • Where to get Help
  • Further reading and resources 

Lab 1: Setting up your lab environment

Lab 2: PowerBI Orientation


Module 2: Data sources, Content Packs and Apps

This module presents the basic concepts of Data sources, Content Packs and Apps in Microsoft PowerBI. We examine the process to connect to a Data source, consume a Content Pack and App in the PowerBI Service. We also look at the significance of Workspaces in PowerBI.


  • Overview
  • Favourites and Recent
  • Datasources
  • Content Packs
  • Apps
  • Working with Workspaces

Lab 1: Connect to a Data source in Power BI

Lab 2: Consume a Content Pack and App


Module 3: Reports and Visualizations

This module presents common skills the end user requires to efficiently interact with and create Reports in Microsoft PowerBI. You will learn how to work with the PowerBI navigation to view Reports as well as create your own Reports from a connected Data source. You will also learn how to create report filters, charts, visualizations and create basic formulas.


  • Overview
  • Working with Reports
  • Viewing Reports
  • The PowerBI navigation
  • PowerBI Report Visualizations
  • Power BI Report Filters
  • Creating a Report
  • Creating a Chart
  • Creating a Table
  • Design considerations
  • Advanced techniques and formulas
  • Editing an existing Report

Lab 1: Working with Reports

  • Working with Reports
  • Working with Filters
  • Working with Charts and Tables

Lab 2: Create a Report

  • Create a new Report
  • Add some Filters
  • Create Charts
  • Create Tables
  • Add a Formula


Module 4: Working with Dashboards

In this module we will learn how to work with Dashboards in PowerBI. The differences between Reports and Dashboards will be considered as well as the process to create a new Dashboard from an existing PowerBI Report.  


  • Overview
  • Reports vs Dashboards
  • Navigation considerations
  • Viewing Dashboards
  • Refreshing Dashboards
  • Creating a Dashboard
  • Pin Visualizations to a Dashboard

Lab 1: Creating a Dashboard

  • Create a Dashboard from a Report
  • Create a Refresh Schedule


Module 5: Sharing and Managing Reports and Dashboards

In this module we will learn how to share and manage Reports and Dashboards in Microsoft PowerBI.


  • Overview
  • Getting ready to share
  • Office365 Users and Teams
  • Workspace considerations
  • Security considerations
  • Sharing a Report
  • Sharing a Dashboard

Lab 1: Sharing in Microsoft PowerBI

  • Share a Report
  • Share a Dashboard


Module 6: PowerBI and Office365

This module looks at the relationship between Microsoft PowerBI and other Office365 apps. We look at the interface differences the end user will need to consider when Microsoft PowerBI is surfaced in SharePoint and Dynamics 365 as well as other features presented to the user within Office365.


  • Overview
  • The potential Office 365 and PowerBI integrations
  • PowerBI in SharePoint
  • PowerBI in Dynamics 365
  • PowerBI and Microsoft Teams
  • PowerBI and Office 365 Users 

Lab 1: Using PowerBI in SharePoint

  • Explore Power BI in SharePoint

Lab 2: Using PowerBI in Dynamics 365

  • Explore Power BI in Dynamics 365

Lab 3: Using PowerBI with Microsoft Teams

  • Explore Power BI and Microsoft Teams


A working knowledge of Microsoft Office, Microsoft Excel and Microsoft Outlook. However, this course assumes no prior knowledge of Microsoft PowerBI.