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 Duration 21 hours

Course Outline

Power BI – Foundational Concepts

  • Understanding Power BI and its capabilities.
  • Differences between Power BI Desktop and Power BI Service.
  • An overview of the report creation workflow.

Key Power BI Components

  • Introduction to Power BI Desktop, Service, and Mobile.
  • Exploring Power Query and Power Pivot.
  • Distinguishing between datasets, reports, and dashboards.

Integrating Data Sources

  • Supported data sources and available connectors.
  • Comparing Import and DirectQuery methods.
  • Managing data refreshes and updates.

Core Data Modeling Principles

  • Establishing relationships and keys.
  • Defining hierarchies and calculated columns.
  • Creating basic measures using DAX.

Developing Basic Visualizations

  • Utilizing bar, line, pie, matrix, and table visuals.
  • Implementing filtering and slicers.
  • Applying conditional formatting and drillthrough features.

Building Power BI Dashboards

  • Pinning visuals to create dashboards.
  • Configuring tiles and layout options.
  • Setting up live dashboards and refresh intervals.

Principles of Dashboard Design

  • Optimizing the data-to-ink ratio and visual hierarchy.
  • Effective use of white space and alignment.
  • Selecting the appropriate visual to convey the message.

Interactive Panel Features

  • Using bookmarks and buttons.
  • Implementing drilldowns and cross-filtering.
  • Leveraging tooltips and the Q&A visual.

Distributing and Sharing Dashboards

  • Publishing to the Power BI Service.
  • Managing workspaces and apps.
  • Securely sharing reports and dashboards.

Panel Navigation and Actions

  • Designing page navigation flows.
  • Utilizing page tooltips.
  • Configuring action-based interactions.

Designing Power BI Reports

  • Storytelling through data.
  • Designing for readability and clarity.
  • Incorporating shapes, text, and images.

Advanced Design Methods

  • Layering and grouping visual elements.
  • Using dynamic titles and metrics.
  • Configuring drillthrough pages.

Applying Themes and Templates

  • Creating and applying custom themes.
  • Utilizing report templates.
  • Maintaining 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.
  • Setting tab order and keyboard navigation.
  • Following best practices for accessible design.

Conclusion and Future Steps

  • Recap of essential concepts.
  • Additional resources for Power BI.
  • Exploring certification pathways.

Requirements

  • A solid grasp of fundamental data concepts and structures.
  • Practical experience with Microsoft Excel and data manipulation techniques.
  • Basic familiarity with statistical concepts.

Target Audience

  • Data analysts.
  • Business intelligence specialists.
  • Professionals tasked with reporting and dashboard design.

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