Course Outline
Power BI – Fundamental Concepts
- Introduction to Power BI and its core capabilities
- Differences between Power BI Desktop and Power BI Service
- A brief overview of the report creation workflow
Components of Power BI
- Power BI Desktop, Service, and Mobile applications
- Power Query and Power Pivot functionalities
- Distinguishing between datasets, reports, and dashboards
Data Source Connectivity
- Supported data sources and available connectors
- Comparing Import mode versus DirectQuery mode
- Managing data refresh and updates
Core Data Modeling Principles
- Establishing relationships and defining keys
- Working with hierarchies and calculated columns
- Developing basic measures using DAX
Creating Basic Visualizations
- Utilizing bar, line, pie, matrix, and table visuals
- Applying filters and slicers
- Implementing conditional formatting and drillthrough features
Power BI Dashboard Management
- Pinning visuals to create dashboards
- Configuring tiles and layout options
- Managing live dashboards and setting refresh intervals
Principles of Dashboard Design
- Optimizing the data-to-ink ratio and visual hierarchy
- Effective use of white space and alignment
- Selecting appropriate visuals to convey specific messages
Interactive Panel Features
- Implementing bookmarks and buttons
- Utilizing drilldowns and cross-filtering
- Adding tooltips and using the Q&A visual
Sharing and Publishing Dashboards
- Publishing content to Power BI Service
- Managing workspaces and apps
- Securely sharing reports and dashboards
Panel Navigation and Actions
- Designing page navigation structures
- Implementing page tooltips
- Creating action-based interactions
Power BI Report Design
- Telling a story with data
- Designing for optimal readability and clarity
- Incorporating shapes, text, and images
Advanced Design Techniques
- Layering and grouping visual elements
- Using dynamic titles and metrics
- Configuring drillthrough pages
Utilizing Themes and Templates
- Creating and applying custom themes
- Leveraging report templates
- Ensuring visual consistency across reports
Mobile Dashboard Design Considerations
- Using the mobile layout editor
- Optimizing for touch-based interactions
- Testing dashboards on mobile devices
User Experience and Accessibility
- Ensuring color contrast and screen reader compatibility
- Managing tab order and keyboard navigation
- Following best practices for accessible design
Summary and Future Steps
- Review of key concepts
- Additional resources for Power BI
- Exploring certification pathways
Requirements
- A foundational understanding of basic data concepts and structures
- Proficiency with Microsoft Excel and data manipulation techniques
- Familiarity with fundamental statistical concepts
Target Audience
- Data analysts
- Business intelligence specialists
- Professionals tasked with reporting and dashboard design
Testimonials (2)
The most valuable takeaway was learning how to apply the concepts in real-world scenarios and understanding the tools and processes.
Marcel Tansae - DB Technology
Course - Microsoft Power Automate
How to use relationships in Power BIand the differences between columns and measurements
