Session 1 Focus

Build and Explain Your First Report Page

This session teaches learners how to load data, build visuals, choose the right chart for a question, and connect tables in Model view. It is designed for people who are brand new to data modelling.

Prerequisite reminder: learners should finish the "Introduction to Power BI" module from the overview page before this session starts.

Session Agenda (2 Hours)

TimeTopicOutcome
00:00 - 00:20Power BI interface walkthroughLearners identify Report, Data, and Model views
00:20 - 01:10Visualisation demosLearners can create and format key chart types
01:10 - 01:15BreakQuick reset
01:15 - 01:50Data modelling in Model viewLearners create one-to-many relationships
01:50 - 02:00Recap and Q&ALearners are ready for DAX + Power Query

How to Demo Creating Visualisations

Use the accordion below during delivery. Keep one panel open at a time to avoid overwhelming absolute beginners.

  1. Home > Get Data > Text/CSV.
  2. Load customers.csv, products.csv, orders.csv, and order-details.csv from the Northwind folder.
  3. Call out the Fields pane and explain data type icons.

Tip: Show how to rename report pages to "Overview" and "Model Check".

When to Use Each Visual (and Why)

  • Bar / Column chart: best for comparing categories.
  • Clustered bar: use with long labels or ranking charts.
  • Avoid: pie charts when you need precise comparisons.

Data Modelling and the Table / Model View

  1. Open Model view and place customers, products, orders, and order-details near each other.
  2. Create customers[customerID] → orders[customerID].
  3. Create products[productID] → order-details[productID].
  4. Create orders[orderID] → order-details[orderID].
  5. Confirm cardinality is one-to-many in all links.

Instructor note: keep this practical. Create one visual using fields from Customers + Orders + Products to prove the relationships are working live.