Power BI for Beginners: A Step-by-Step Training Guide

Power BI is a Business Intelligence tool developed by Microsoft. It helps you interactively
visualise your data and make intelligence-based business decisions as a result. Key features of Power BI:
• Quick set-up comparative to traditional BI
• Interactive visualisations
• Supports different data sources (Microsoft or otherwise)
• The ability to publish to the web (app.powerbi.com)
• Cloud-based, no on-premise infrastructure needed
• Scalable
• Accessibility – view the dashboards/reports on iPad, iPhone, Android, and Windows
devices Scheduled data refresh

In this how-to guide, the writer gives you an overview course and how it can be used to load, manipulate, model, and report on data to assist with your reporting requirements. The scenario we’ll run through is how to report on internet sales for the fictitious AdventureWorks bicycle company and add some common time intelligence measures, for example, period to date and period against previous period reporting. We will take you through the typical loading data, modelling data and then visualising the data.

Power BI Desktop is used to access data sources, shape, analyse and visualise data,
and publish reports. Once installed on your local computer, it lets you connect to data from different sources, transform, and visualise your data. Power BI Desktop is available for free via a direct download link here.


  1. Introduction
  2. Overview of Power BI
  3. Getting Started
  4. Connecting to Data Sources
  5. Modelling the Data – Creating Relationships
  6. Reporting on the Data – Creating Visualisations
  7. Conclusion
  8. Appendix