Power BI Webinar Guide¶
Purpose: Build a Power BI sales report. The steps follow the live webinar.
What you need before you start:
- Microsoft Excel.
- Power BI Desktop.
- The training files. Download them from the link in the trainer's message.
- About 2 hours for the full practice.
How to use this guide:
- Do the sections in order. Each section builds on the section before.
- Each section starts with a goal. Read the goal first.
- Follow the numbered steps. Each step has one action.
- Compare your screen with the screenshots.
- Use the left menu to move between sections. The steps of the open section appear below its name.
- Use the search box to find any word.
Guide sections¶
| Section | Topic | Goal |
|---|---|---|
| 1 | Before You Start | Install Power BI and get the training files |
| 2 | Power BI Settings | Change five settings before loading data |
| 3 | Prepare Your Excel Data | Format the raw data as an Excel table |
| 4 | Load the Data | Import the Excel files into Power BI |
| 5 | Power Query Basics | Learn the Power Query window |
| 6 | Transform the Data | Remove unused columns and add a short-name column |
| 7 | Calendar Table | Create a date table with M code |
| 8 | Combine Data | Append three sales tables into one |
| 9 | Web Data | Import city population data from a web page |
| 10 | Merge Tables | Match the population data with a lookup |
| 11 | Conditional Columns | Add if/else logic and fix the error rows |
| 12 | Data Model | Build relationships for the star schema |
| 13 | Report View and Tables | Show data in a table and see the auto-sum |
| 14 | DAX Measures | Write key measures for sales analysis |
| 15 | Visualizations | Create charts and see the visual interaction |
| 16 | Dashboard | Build the final dashboard with slicers and drillthrough |
| - | Reference | Shortcuts, terms, links, and the recording outline |
Important notes¶
Do the steps on your own computer
Do not only watch. Type each formula and click each menu yourself. You learn faster this way.
Use the same file names
Use the same files from your training folder. If you use different names, your steps may not match this guide.
About this guide¶
- The guide uses Simplified Technical English (ASD-STE100 rules).
- One instruction per sentence. Maximum 25 words per sentence.
- Every screenshot comes from the webinar recording.
- The source recording: "WEBINAR POWER BI" by Digital Analytic Solution, 19 September 2026.