Power BI - Optimize your use

Learn how to create simple reports using Power BI automatic reports from a SharePoint list or from the Power BI service.

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  • Duration: 1 day
  • Regular price: $500
  • Preferential price: $440

Course outline

Module 2

Duration : 1 day

© AFI Expertise inc.

It is strongly recommended that you have access to Power BI Desktop to take this course.
If you do not have access to Power BI Desktop, our team can provide you with the necessary tools for the course to run smoothly, at no extra cost.

Professionals, executives, managers and team leaders with no advanced knowledge of data analysis, who nevertheless wish to produce simple reports using Power BI's automatic reports from a SharePoint list or from the Power BI service accessible from their web browser.

At the end of this program, professionals will be able to use the automatic reports features to produce their first reports from simple data sources such as SharePoint and an existing dataset.


Power BI users and report consumers


  • Connect to the Power BI service
  • Navigating the Power BI interface
  • Recognizing and differentiating Power BI content
  • Working with Power BI dashboards
  • Working with Power BI reports


  • Create reports using Power BI's automatic reports
  • Customizing Power BI reports
  • Creating a Power BI dashboard
  • Sharing a Power BI report
  • Sharing a Power BI dashboard
  • Use the Power BI application from the Windows desktop or from a mobile or tablet device.

Teaching method

Lectures - Demonstrations - Guided and individual exercises


Chapter 1 - Power BI and data analysis

  • Discover what data analysis is.
  • Understand the uses of Power BI.
  • Learn the ethical rules to apply.

Chapter 2 - Understanding the Power BI dataset

  • Discover the different modes of data acquisition.
  • Understand data refreshment.
  • Understand data security risks.
  • Discover the contents of a Power BI dataset.
  • Understand the difference between loading and importing.

Chapter 3 - Power BI applications

  • Understanding Power BI applications
  • Installing a Power BI application
  • Using a Power BI application

Chapter 4 - Creating a Power BI report

  • Use data from SharePoint.
  • Create an automatic report from SharePoint
  • Get data from Excel.
  • Create an automatic report in Power BI.
  • Simply customize your automatic status

Chapter 5 - Performing analyses in Power BI

  • Discover how to use filters.
  • Use the different display modes.
  • Learn how to add pages to your report.
  • Format and configure visuals for your report pages.

Chapter 6 - Creating dashboards in Power BI

  • Create and customize a dashboard.
  • Learn how to set up a Power BI alert.
  • Understand how to choose vignettes.
  • Learn how to create and track Power BI metrics.

Chapter 7 - Collaborating and sharing in Power BI

  • Learn how to use a Power BI workspace.
  • Understand the difference between collaborating and sharing.

Chapter 8 - Troubleshooting a Power BI report

  • Monitor the use and performance of your report.
  • Repair common Power BI errors.

Related courses

Power BI - Introduction | AFI Expertise

Power BI - Building reports and dashboards | AFI Expertise

Power BI - Discover Power Query and dynamically connect your data | AFI Expertise

Surround yourself with the best

Marwa Attafi
Marwa Attafi
I accumulated more than 10 years of experience in IT before coming to Quebec. I have taught computer science and have been in charge of several business intelligence projects and computer science projects to help with decision support. I have a strong experience as an analyst of business intelligence solutions, ranging from the specification and analysis of needs to the generation of dashboards. My passion for this job, my great technical skills and my sharp analytical mind add to my skills to make me a valued and precious resource for my organization.
Nicolas Georgeault
Nicolas Georgeault
My presence among the Microsoft community over the last 25 years has earned me the title of MVP 13 times by Microsoft. I particularly appreciate the space that's offered to explain things in a simple way and to ensure that knowledge is updated according to transformations. After all these years, I can say that my great understanding of the platforms enables me to anticipate their evolution while keeping a pragmatic eye on the challenges that come with this modernization. For these reasons, I am pleased to be part of our Microsoft training program.
Frédéric Paradis
Frédéric Paradis
Certified Trainer and Cloud Architect
As a certified Microsoft trainer, Frédéric describes himself as a Cloud magician who easily navigates the mythical space between technology and reality.
Marc Maisonneuve
Marc Maisonneuve
Training program director
Marc Maisonneuve has acted as a Training Program Director, professional effectiveness trainer and user tools practice leader at AFI for several years. Mr. Maisonneuve is known for his analytical skills, his legendary calm and his undeniable desire to encourage people to develop their skills. He has the ability to present technological solutions in a natural way and to adapt them to the concrete needs of the workplace.

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