Course Outline
Power BI – Fundamental Concepts
- Understanding what Power BI is and its capabilities.
- Differences between Power BI Desktop and Power BI Service.
- Overview of the report-building workflow.
Overview of Power BI Components
- Introduction to Power BI Desktop, Service, and Mobile.
- Understanding Power Query and Power Pivot.
- Defining datasets, reports, and dashboards.
Connecting to Data Sources
- Supported data sources and available connectors.
- Comparing Import mode and DirectQuery.
- Strategies for refreshing and updating data.
Core Data Modeling Concepts
- Establishing relationships and keys.
- Working with hierarchies and calculated columns.
- Creating simple measures using DAX.
Creating Simple Visualizations
- Utilizing bar, line, pie, matrix, and table visuals.
- Implementing filtering and slicers.
- Applying conditional formatting and drillthrough features.
Power BI Dashboards
- Pinning visuals to dashboards.
- Exploring tile and layout options.
- Configuring live dashboards and refresh intervals.
Dashboard Design Principles
- Maximizing data-to-ink ratio and establishing visual hierarchy.
- Effectively using white space and alignment.
- Selecting the appropriate visual for the intended message.
Interactive Panel Functions
- Using bookmarks and buttons.
- Implementing drilldowns and cross-filtering.
- Adding tooltips and Q&A visuals.
Sharing and Publishing Dashboards
- Publishing reports to the Power BI Service.
- Managing 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
- Engaging in storytelling with data.
- Designing for readability and clarity.
- Incorporating shapes, text, and images.
Advanced Design Techniques
- Layering and grouping visuals.
- Utilizing dynamic titles and metrics.
- Setting up drillthrough pages.
Using Themes and Templates
- Creating and applying custom themes.
- Leveraging report templates.
- Maintaining visual consistency across reports.
Mobile Dashboard Design Considerations
- Using the mobile layout editor.
- Optimizing reports for touch interactions.
- Testing dashboards on mobile devices.
User Experience and Accessibility
- Ensuring color contrast and screen reader compatibility.
- Configuring tab order and keyboard navigation.
- Adhering to best practices for accessible design.
Summary and Next Steps
- Recap of key concepts covered.
- Introduction to additional Power BI resources.
- Exploring certification options.
Requirements
- A foundational understanding of basic data concepts and structures.
- Experience using Microsoft Excel and data manipulation techniques.
- Familiarity with fundamental statistical concepts.
Audience
- Data analysts.
- Business intelligence specialists.
- Professionals responsible for 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.