Course Outline
Power BI – Fundamental Concepts
- Introduction to Power BI and its capabilities
- Comparing Power BI Desktop with Power BI Service
- Overview of the report creation workflow
Overview of Power BI Components
- Power BI Desktop, Service, and Mobile applications
- Power Query and Power Pivot
- Understanding datasets, reports, and dashboards
Connecting to Data Sources
- Supported data sources and available connectors
- Import mode versus DirectQuery
- Refreshing and updating data
Fundamental Data Modeling Concepts
- Relationships and keys
- Hierarchies and calculated columns
- Creating simple measures using DAX
Creating Simple Visualizations
- Utilizing bar, line, pie, matrix, and table visuals
- Implementing filters and slicers
- Applying conditional formatting and drill-through features
Power BI Dashboards
- Pinning visuals to dashboards
- Tiles and layout configurations
- Live dashboards and refresh scheduling
Dashboard Design Principles
- Data-to-ink ratio and visual hierarchy
- Effective use of white space and alignment
- Selecting the appropriate visual for the intended message
Interactive Panel Functions
- Bookmarks and buttons
- Drilldowns and cross-filtering
- Tooltips and Q&A visuals
Sharing and Publishing Dashboards
- Publishing to the Power BI Service
- Workspaces and apps
- Securely sharing reports and dashboards
Panel Navigation and Actions
- Designing page navigation
- Utilizing page tooltips
- Implementing action-based interactions
Power BI Report Design
- Data storytelling
- Designing for readability and clarity
- Incorporating shapes, text, and images
Advanced Design Techniques
- Layering and grouping visuals
- Using dynamic titles and metrics
- Setting up drill-through pages
Using Themes and Templates
- Creating and applying themes
- Utilizing report templates
- Maintaining visual consistency
Mobile Dashboard Design Considerations
- Mobile layout editor
- Optimizing for touch interactions
- Testing dashboards on mobile devices
User Experience and Accessibility
- Color contrast and screen reader compatibility
- Tab order and keyboard navigation
- Best practices for accessible design
Summary and Next Steps
- Recap of key concepts
- Additional Power BI resources
- Exploring certification options
Requirements
- A foundational understanding of data concepts and structures
- Experience using Microsoft Excel for data manipulation
- Familiarity with fundamental statistical concepts
Audience
- Data analysts
- Business intelligence specialists
- Professionals tasked with reporting and dashboard design
Testimonials (2)
Method of training.
Ineshia Bilankulu - National Transmission Company South Africa
Course - Power BI: Basics to Advanced
Useful and practical, the knowledge gained in training can be applied immediately.