Most people learn Power BI by watching videos, then freeze when they open a blank report. The fix is boring and works: short exercises with a clear goal and an answer you can check. This plan uses that idea, in the order the skills build on each other.
The data
Use Microsoft’s Financial Sample: 700 sales rows across 5 countries, 6 products and 5 segments, from September 2013 to December 2014. It’s small enough to check by hand and real enough to raise real questions. You can download it as a CSV or get the original workbook from Microsoft.
Stage 1: Getting around
Goal: load data, know the three views (Report, Table, Model), make one visual.
- Load the CSV and look at it in Table view. How many rows? Which columns are numbers?
- Make a card that shows total Sales.
- Make a bar chart of Profit by Country. Which country is first?
Ready when: you can build a chart without looking anything up.
Stage 2: Visuals that answer questions
Goal: pick the right visual for the question.
- Column chart of Sales by month. Does it sort by date or by size? Fix it.
- A matrix: Country on rows, Year on columns, Sales in values. Read one cell and both totals.
- Add a Country slicer and check that every visual changes.
Ready when: you can explain why you chose a matrix over a table, or a line over a column chart.
Stage 3: The data model
Goal: understand facts, dimensions and relationships.
- Add a Countries table with a Region column and connect it to the sales table.
- Make a chart of Sales by Region. Where did the filter come from?
- Find the country that’s in Countries but has no sales. Why doesn’t it show in a table?
Ready when: you can sketch the model and say which way filters flow.
Stage 4: Power Query
Goal: clean data before it reaches the model.
- Change column types and remove a column you don’t need.
- Split a text column and trim the spaces.
- Unpivot a table with one column per month.
Ready when: your applied steps read like a recipe someone else could follow.
Stage 5: DAX basics
Goal: write measures instead of dragging columns.
Total Sales = SUM(financials[Sales]), thenProfit Margin = DIVIDE([Total Profit], [Total Sales]).- An
IFmeasure that labels countries above or below a target. - A calculated column, then explain why it’s a column and not a measure.
Ready when: you can say what a measure returns on a total row, and why.
After the basics
Then come the topics that separate juniors from seniors: CALCULATE and filter context, iterators like SUMX, time intelligence, ranking, row-level security and performance. Each one is worth a week of exercises, not an afternoon of videos.
Three rules that make practice work
- Have an answer to check. “Make a chart” isn’t an exercise. “Which country had the highest profit in 2014?” is.
- Type the formulas. Copy-pasting DAX teaches you nothing; the mistakes are the lesson.
- Mix it up. After a few topics, do a round that combines them without hints. That’s what real work feels like.
Practice here, free
Every exercise above is an interactive lesson on this site, in a practice copy of Power BI Desktop that checks your answer instantly. The first lessons open straight away, and the first four stages are free with a free account. Start with the first lesson.
Sources
- Financial Sample workbook, Microsoft Learn
- Get started with Power BI Desktop, Microsoft Learn