Self-Paced Course
Microsoft Power BI Service
Take your Power BI skills to the cloud with Power BI Service, and learn how to publish, collaborate, and share your work with the world.




Course Description
While Power BI Desktop is ideal for building locally-hosted data models and reports, Power BI Service -- its cloud-based counterpart -- is the go-to solution for publishing, collaborating, and sharing your work with the world.
This course provides a hands-on, guided tour through the Power BI Service platform. We'll cover core features like publishing to apps and workspaces, compiling dashboards, and configuring user roles, along with more advanced tools like gateways, scheduled refresh, dataflows, row-level security, data-driven alerts, and much more.
If you're ready to take your Power BI skills to the cloud, you've come to the right place.
COURSE CONTENTS:
7.5 hours on-demand video (12.5 CPE credits)
6 quizzes
8 homework assignments
2 skills assessments (1 benchmark, 1 final)
COURSE CURRICULUM:
Course Outline
- Course Structure & Outline
- DOWNLOAD: Course Resources
- Setting Expectations
- Helpful Resources
- Introducing the Course Project
- Introduction
- Meet Power Service
- Account Types
- Common User Personas
- Creating a Power BI Account
- PRO TIP: Signing Up with a Non-Work Email
- Activating Your Trial
- Quick Tour of the Interface
- Workspaces
- Common Workspace Actions
- Building Blocks of Power BI Service
- QUIZ: Introducing Power BI Service
- Introduction
- Admin Roles & Types
- Admin Portal Settings & Options
- Tenant Settings
- PRO TIP: Configuring Custom Branding
- BEST PRACTICES: Power BI Service Administration
- QUIZ: Power BI Service Administration
- Introduction
- Data Connection Options
- Loading a Local File
- Loading Data from Excel
- PRO TIP: Loading Data from SharePoint
- ASSIGNMENT: Loading Local Data to a Workspace
- SOLUTION: Loading Local Data to a Workspace
- Understanding Data Gateways
- Setting up a Data Gateway
- Understanding Dataflows
- Common Dataflow Use Cases
- Creating a New Dataflow
- Quick Tour of the Dataflow Interface
- Connecting to a Dataflow in Desktop
- ASSIGNMENT: Connecting to a Dataflow
- SOLUTION: Connecting to a Dataflow
- DEMO: Creating a Dataflow (MySQL)
- DEMO: Creating a Dataflow (Local MySQL)
- Scheduled Refresh of a Dataflow
- DEMO: Real World Automation Setup
- BEST PRACTICES: Connecting to Data
- ASSIGNMENT: Finishing the Power BI File
- SOLUTION: Finishing the Power BI File
- QUIZ: Connecting to Data
- Introduction
- Data Lineage
- Report Interface & Tools
- Inserting & Formatting Basic Visuals
- PRO TIP: Adding Personal Bookmarks
- PRO TIP: Adding an Image
- ASSIGNMENT: Building a Report
- SOLUTION: Building a Report
- Pinning Tiles to a Dashboard
- Pinning Entire Reports to a Dashboard
- Dashboard Interface & Tools
- PRO TIP: Adding a Live Page
- ASSIGNMENT: Assembling a Dashboard
- SOLUTION: Assembling a Dashboard
- Adding Data Driven Alerts
- Exploring Data with Q&A
- Generating Quick Insights
- Designing for Mobile
- Introducing the Power BI Mobile App
- DEMO: Power BI Mobile App
- BEST PRACTICES: Reports & Dashboards
- ASSIGNMENT: Alerts and Q&A
- SOLUTION: Alerts and Q&A
- QUIZ: Reports & Dashboards
- Introduction
- Sharing & Collaboration Options
- Sharing Reports, Dashboards & Apps
- Defining User Roles & Permissions
- Publishing Apps
- Publishing to Web
- PRO TIP: Generating Usage Reports
- BEST PRACTICES: Sharing & Collaboration
- ASSIGNMENT: Sharing & Collaboration
- SOLUTION: Sharing & Collaboration
- QUIZ: Sharing & Collaboration
- Introduction
- Static RLS
- Testing RLS
- Dynamic RLS
- Configuring RLS in Power BI Service
- BEST PRACTICES: Row-Level Security
- ASSIGNMENT: Row-Level Security
- SOLUTION: Row-Level Security
- QUIZ: Row-Level Security
- Introduction
- Premium Per User Workspace
- Premium Per User Features
- REFERENCE: Monthly Power BI Updates
- About your Final Assessment
- Final Assessment
- Course Feedback Survey
- Share the love!
- Next Steps
WHO SHOULD TAKE THIS COURSE?
Users who have completed Power BI Desktop training, and would like to explore cloud-based publishing and collaboration tools
Analysts or BI professionals seeking to collaborate with other users, configure apps and workspaces, or distribute reports to teams or organizations
Anyone seeking a clear and straight-forward introduction to cloud-based business intelligence with Power BI Service
WHAT ARE THE COURSE REQUIREMENTS?
Students will need a work or school email address to sign up for a Power BI Service account (personal accounts such as gmail, aol, or hotmail are currently not supported)
Several features require a PRO plan (60 day free trial, then $9.99/month)
This course should be taken after Power BI Desktop
WHAT ARE THE COURSE OBJECTIVES?
Identify basic Power BI Service functionality and administration options, including interface tools, account tiers, basic building blocks, administration roles and settings, and tenant settings
Identify common data connection options and automations tools, including gateways, dataflows, and scheduled refresh
Identify key Power BI content types and tools, including reports and dashboards, configuration options, interaction modes, data driven alerts, Q&A, and quick insights
Identify common sharing and collaboration options, including permission levels, workspaces, publishing apps, publishing to web, and usage reports
Identify row-level security syntax, common use cases for static and dynamic roles, testing roles, and configuration options
CPE ACCREDITATION DETAILS:
CPE Credits: 12.5
Field of Study: Information Technology
Delivery Method: QAS Self Study
Maven Analytics LLC is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have the final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: www.nasbaregistry.org.
For more information regarding administrative policies such as complaints or refunds, please contact us at admin@mavenanalytics.io or (857) 256-1765.
*Last Updated: December 1, 2021
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