Microsoft Power BI Reports and Dashboards for Business Users


Power BI provides a variety of methods for using reports and dashboards within which data can be viewed and analysed visually.

This course covers the use of existing Power BI Desktop or Power BI reports and dashboards. It will identify core features, terminology and processes applicable when using reports or dashboards. Its principal aim is to provide the skills to enable a delegate to work with the reports and dashboards effectively.

Please note – this course does not cover creating reports or dashboards.

Target Audience

Anyone whose role requires them to use existing Power BI Reports or Dashboards to consume the contents. Roles can include management at all levels, team leaders or anyone who needs to commission the production of reports or dashboards.

It is assumed that attendees on the course are familiar with charts.

Attendees who wish to learn how to create Power BI Reports should attend the QA course Microsoft Power BI Desktop QAPBIDT3.


  • Please note that this course is not suitable for new Excel users
  • Ability to create charts
  • Ability to use filters in data

Dual monitor setup is required for when attending this course via the QA Attend from Anywhere delivery method.


Learning Outcomes

Delegates will learn:

  • Power BI concepts and main features
  • How a report is created
  • Navigating reports and dashboards
  • How to apply filters and slicers
  • To use Insights, Analytics and Natural Language Queries


Course Outline

Module 1: Getting Started with Power BI

  • Power BI Concepts and Versions
  • Introduction to Main Features:
    • Jargon buster
    • From Data to Reports and Dashboards
    • Visualizations Overview
    • Visualizations Available
    • Visualizations as Filter
    • Reports and Dashboards Similarities and Differences

Module 2: Understanding what you are looking at

  • What do the visuals show me?
  • Refreshing a report

Module 3: Using a Report in Power BI

  • Filters, sorting and using slicers
  • See the actual data
    • See Data and See Records
    • Drill visualizations
    • Q & A Ask a question
  • Off the shelf data analysis
    • Quick Conditional Formatting
    • Analytics lines
    • Use Insight for Increases and Decreases
    • Forecast Analytics
    • Changing calculations and Show As

Module 4: Working with Dashboards

  • Dashboards in Power BI Defined
  • How is a dashboard different from a report?
  • Working in the Dashboard window
  • Using Q & A with natural language queries

QA reserves the right to improve the specification and format of its courses for the benefit of its customers without notice to the customer.