Introduction
To help your customers gain the full power of Excel and Power BI, you may need to provide some of them with technical training on how to use paginated reports.
This train-the-trainer course will prepare you to deliver the Retrieving Report Data module of the Power BI Paginated Reports in a Day instructor-led course. That course will take your customers on a journey in to develop and then publish paginated reports with Power BI. By the end of your delivery, you will have alleviated some of their reporting concerns and moved your sales forward.
Depending on your customers’ needs you may want to deliver this module by itself, or with the other modules in the Power BI Paginated Reports in a Day course to help close sales.
Retrieving report data
The quality of your data determines the value of your report.
In this module we’ll cover how to teach and demonstrate:
- Creating data sources
- Creating datasets
Tip
As you take this train-the-trainer guide, consider how you and your partners could present the content to your customers.
How to teach this module
This train-the-trainer course will give you the technical knowledge required to teach your customers to create, publish, and distribute Power BI paginated reports. This course is a mix of tips, videos, labs, resources, and knowledge check questions:
- The tips offer advice on how to best deliver the content.
- In the videos, Peter Myers, Chris Finlan, and special guest Paginated Report Bear take you through the course and show you how to demonstrate creating paginated reports.
- Peter Myers is a Microsoft Most Valued Professional - Data Platform, and developed this course.
- Chris Finlan is a Principal Program Manager at Microsoft.
- Paginated Report Bear is the Course Morale Manager.
- The labs will help you practice developing paginated reports so you can better demo to your customers.
- The resources will help you guide your customers to additional information during and after the sales process.
- The knowledge check questions will help you identify key messages and possible disconnects for your customers.
Course files
The instructor-led course content is available at: https://aka.ms/priad-video-course.
Video recordings of Peter Myers (Microsoft Most Valued Professional - Data Platform, and course developer), and Chris Finlan (Principal Program Manager) delivering the course are available at: https://aka.ms/priad-online-course
Power BI account
You are responsible for having your own Power BI account.
The Power BI account is required for two reasons:
- To upload a Power BI Desktop file, which is a data source for report development.
- To publish reports, which are optional and dependent on the student having access to a workspace of Premium capacity.
To receive credit for this module of the train-the-trainer course
Watch the videos, practice the labs, visit the resources, and complete all the quizzes to receive credit.