Databases · DBC-16

Analyzing Data with Power BI Desktop

Analyzing Data with Power BI Desktop is a course in the full Power BI workflow, from preparing data in Power Query, designing a data model and writing DAX to building interactive dashboards and publishing them to the Power BI Service. It suits staff who report from Excel, team leaders and IT teams, and you leave with a sales dashboard built from raw data.

Updated
From 6,750 THB / person 7,500 −10% excl. VAT 7% · group rates available
PDFDownload the course outline
  • Duration18 hours · 3 days
  • FormatOnsite / live online
  • Next round17–19 Nov 26
  • CertificateIncluded

Course overview

Many organisations keep their data spread across Excel workbooks, CSV files and several databases. Every month end, staff copy, paste and reformat the same reports, figures from different departments do not match, and managers do not see the big picture in time. Power BI Desktop brings this data into a single model, cleans it automatically and produces interactive reports that update themselves when the data changes.

This course takes learners through the whole data analysis workflow in Power BI Desktop. It starts with connecting to data sources and transforming data in Power Query, then designs a star schema data model and writes DAX, from basic measures and CALCULATE to time intelligence and visual calculations. Learners then design dashboards that are easy to read and interact with, and publish them to the Power BI Service with refresh, gateway, app and row-level security settings. It closes with a project that builds a sales report from raw data all the way to sharing it with users. (3 days, 6 hours per day, 18 hours in total, Beginner to Intermediate level.)

What you’ll gain

  • Understand the Power BI workflow from connect, transform, model and visualise to share
  • Connect to Excel, CSV, folders and databases, and choose between Import and DirectQuery
  • Transform, clean and combine data with Power Query so it is ready to analyse and refresh
  • Design a star schema data model with correct relationships and a date table
  • Write DAX measures, CALCULATE, time intelligence and visual calculations
  • Design readable dashboards with drillthrough, tooltips, bookmarks and field parameters
  • Publish reports to the Power BI Service and manage workspaces, apps, refresh and row-level security

Who this course is for

  • Staff and analysts who produce reports from Excel regularly and want to automate them
  • Team leaders and managers who need dashboards to track their team's figures
  • Teachers, lecturers and students who want business intelligence skills used in real work
  • IT teams who prepare data and look after Power BI reports for their organisation

Prerequisites

  • Confident use of Excel, including tables, basic formulas and PivotTables
  • An understanding of tables, rows and columns; some SQL knowledge is helpful
  • No previous Power BI experience is required
  • A Windows laptop that can run Power BI Desktop, with permission to install software

Curriculum

Course Details

This course is the 2026 edition of Analyzing Data with Power BI Desktop, rewritten for the current Power BI Desktop. It runs for 3 days, 6 hours per day (18 hours in total, 09:00-16:00), as lectures with labs on a single sales dataset throughout. Beginner to Intermediate level. Day one prepares data with Power Query, day two designs the data model and writes DAX, and

day three designs dashboards and publishes them to the Power BI Service with refresh, gateway, apps and row-level security. The course focuses on a complete foundation for data analysis; learners who want to go deeper into DAX or Power BI's AI features can continue with the institute's DAX and Power BI with AI courses. Learners take home the sample datasets and the Power BI files for every lab.

Day 1 Getting to Know Power BI and Preparing Data with Power Query

Section 1: Lab: Getting Started with Power BI Desktop

  • What Power BI is, and the connect, transform, model, visualise and share workflow
  • How Power BI Desktop, the Power BI Service and Mobile differ
  • A licensing overview: Free, Pro, Premium Per User and Fabric capacity
  • Install and set up Power BI Desktop, and get to know Report, Table and Model view
  • Lab: build a first report from an Excel file in 30 minutes

Section 2: Lab: Connecting to Data Sources

  • Get Data from Excel, Text/CSV, folders, SharePoint and the web
  • Connect to SQL Server and Azure SQL Database
  • Choosing between Import, DirectQuery and Live Connection
  • Enter Data for small tables, and managing data source settings
  • Lab: combine a whole folder of monthly sales files so it updates automatically

Section 3: Lab: Transforming and Cleaning Data with Power Query

  • The Power Query Editor, Applied Steps and why every step can be refreshed
  • Check data quality with column quality, distribution and profile
  • Change data types and use locale settings for Thai dates and Buddhist years
  • Trim, Clean, Replace Values, Remove Errors and Remove Duplicates
  • Lab: clean customer data that was typed in inconsistent formats

Section 4: Lab: Combining Data and Reshaping Tables

  • Append Queries to combine tables with the same structure
  • Merge Queries and the join types used most often
  • Unpivot, Pivot and Split Column for report-style data
  • Conditional columns, Column From Examples and Group By
  • Lab: turn a cross-tab sales report into an analysis-ready table

Section 5: Parameters, the M Language and Maintainable Queries

  • Read M code in the Advanced Editor and edit steps safely
  • Parameters to switch folders, servers or data ranges
  • Name and group queries, and disable load for intermediate queries
  • Query folding basics and why a refresh can be slow
  • Lab: make the sales query switch data source through a parameter
Day 2 The Data Model and Calculations with DAX

Section 6: Lab: Designing a Star Schema Data Model

  • How fact and dimension tables differ, and why one big table is a bad idea
  • Relationships, cardinality and cross filter direction
  • Build a date table and mark it as the date table
  • Hierarchies, Sort by Column, formatting and hiding columns users do not need
  • Lab: organise the tables from day one into a ready-to-use star schema

Section 7: Lab: Getting Started with DAX

  • How DAX differs from Excel formulas, and referencing tables and columns
  • Calculated columns compared with measures, and when to use each
  • SUM, AVERAGE, COUNTROWS, DISTINCTCOUNT and DIVIDE
  • Iterators such as SUMX, and RELATED for calculations across tables
  • Lab: create measures for sales, profit and gross margin

Section 8: Lab: CALCULATE and Filter Context

  • Row context and filter context, the heart of DAX
  • CALCULATE for adding, changing and removing filters
  • ALL, REMOVEFILTERS and ALLSELECTED for share-of-total calculations
  • Variables (VAR) to make formulas readable and easy to check
  • Lab: measures for sales share and sales against target

Section 9: Lab: Time Intelligence

  • Year-to-date, quarter-to-date and month-to-date
  • Compare with previous periods using SAMEPERIODLASTYEAR and DATEADD
  • Fiscal years that do not start in January
  • An overview of calendar-based time intelligence for weekly or company calendars
  • Lab: a report of cumulative sales and growth against last year

Section 10: Visual Calculations and Tools for Writing DAX

  • Visual calculations for running totals, moving averages and comparisons with the previous row
  • Quick measures and what to watch out for with ready-made formulas
  • DAX query view for testing and checking measures
  • Organise measures in display folders and give them names users understand
  • Lab: check measure results against a PivotTable in Excel
Day 3 Dashboards and Publishing to the Power BI Service

Section 11: Lab: Designing Readable Dashboards

  • Match the visual to the question: bar, line, combo, matrix, card, map and scatter
  • Visual hierarchy, layout, themes and colours that carry meaning
  • Conditional formatting, reference lines and trend lines
  • Slicers and the filter pane so users can explore on their own
  • Lab: a sales overview dashboard for executives

Section 12: Lab: Interactive Reports

  • Edit interactions, drill down and drill through to a detail page
  • Report page tooltips that show more detail on hover
  • Bookmarks and navigation buttons for switching views
  • Field parameters that let users pick their own measures or dimensions
  • Lab: a customer detail page opened from the main dashboard

Section 13: Lab: Publishing to the Power BI Service

  • Publish reports, and the split between semantic model and report
  • Workspaces, user roles and organising the team's work areas
  • Dashboards with pinned visuals, subscriptions and export
  • Create an app for end users and view reports on mobile
  • The risks of Publish to web and safer alternatives

Section 14: Refresh, Gateway and Row-Level Security

  • Scheduled refresh and its limits by licence
  • The on-premises data gateway for data inside the organisation
  • Create roles with row-level security and test them with View as
  • Assign users to roles in the Service, and good practice for managing access
  • Lab: let each regional manager see only their own data

Section 15: Workshop: A Sales Report from Raw Data to Sharing

  • Take a business brief and raw data from several sources
  • Prepare the data, build the model and write the measures needed
  • Design the dashboard and detail pages with interactivity
  • Publish, set up refresh and RLS, then present the work
  • Wrap up with a checklist before handing reports to real users

Schedule & training options

For individuals — public rounds

17–19November
Classroom17–19 Nov 26
20 seats left
15–17December
Classroom15–17 Dec 26
20 seats left
16–18February
Classroom16–18 Feb 27
20 seats left
27–29April
Classroom27–29 Apr 27
20 seats left
28–30June
Classroom28–30 Jun 27
20 seats left
17–19August
Classroom17–19 Aug 27
20 seats left
2–4November
Classroom2–4 Nov 27
20 seats left
20–22December
Classroom20–22 Dec 27
20 seats left
7–9September
Online7–9 Sep 27
20 seats left

For organisations — in-house / private

  • Tailor the content to your team’s tools and projects
  • Your dates, at your office or live online
  • Quotation with tax ID for procurement
Corporate training quote

Instructors

Frequently asked questions

What is DAX, and how is it different from Excel formulas?

DAX (Data Analysis Expressions) is the formula language of Power BI, used to create measures and calculated columns. It looks like Excel formulas but works on tables and columns rather than cells, and a measure's result changes with the filters the user applies in the report, such as slicers or clicks on a chart. The key to DAX is understanding filter context and the CALCULATE function, which this course practises through business questions such as sales against target and share of sales.

How do you calculate year-to-date sales in Power BI?

Create a date table with a continuous run of dates, mark it as the model's date table and relate it to your sales table. Then write a measure with TOTALYTD, for example TOTALYTD([Sales], 'Date'[Date]), or use CALCULATE with DATESYTD. If your organisation uses a fiscal year, pass the year-end date as an extra argument. For a running total that only applies inside one visual, you can use a visual calculation instead of adding a measure to the model.

What is the difference between Power BI Desktop and the Power BI Service?

Power BI Desktop is a free Windows application where you connect to data, transform it, build the model and measures and design reports. The Power BI Service is the cloud platform where you publish reports, organise workspaces, create apps, share content, schedule refresh through a gateway and apply row-level security. Sharing in the Service needs a Pro licence or organisational capacity. The usual workflow is to build in Desktop and then publish to the Service.

Who is the Analyzing Data with Power BI Desktop course for, and what should I know beforehand?

It suits staff and analysts who report from Excel, team leaders who track figures with dashboards, teachers, lecturers, students and IT teams who look after reports for their organisation. You should be confident with Excel, including PivotTables, and understand tables, rows and columns. No previous Power BI experience is needed, and some SQL knowledge is helpful.

What will I be able to do after the Analyzing Data with Power BI Desktop course?

You will be able to connect to Excel, CSV, folders and databases, prepare and combine data in Power Query, design a star schema model, write DAX including CALCULATE and time intelligence, build dashboards with drillthrough, tooltips and bookmarks, and publish them through the Power BI Service with refresh, a gateway and row-level security. Participants who complete the training receive a Certificate of Completion with its own number, which can be verified online.

Can the Analyzing Data with Power BI Desktop course be run in-house for our team?

Yes. It can be run in-house for your team, with examples adapted to your own work, such as building dashboards from the sales data or reports your team already uses. You can request a quotation from this page, or contact us on LINE @itgenius or by phone on 02-570-8449.