Course Outline
Introduction to Power BI Fundamentals
- Defining Power BI and exploring its core capabilities
- Comparing Power BI Desktop with the Power BI Service
- A high-level overview of the report creation workflow
Understanding Power BI Ecosystem Components
- Overview of Power BI Desktop, Service, and Mobile applications
- The role of Power Query and Power Pivot in data processing
- Distinguishing between datasets, reports, and dashboards
Integrating with Data Sources
- Exploring supported data sources and available connectors
- Evaluating Import mode versus DirectQuery
- Strategies for refreshing and maintaining up-to-date data
Foundational Data Modeling Principles
- Establishing relationships and defining keys
- Structuring hierarchies and creating calculated columns
- Developing basic measures using DAX
Developing Basic Visualizations
- Implementing bar, line, pie, matrix, and table visuals
- Applying filters and slicers to refine data views
- Utilizing conditional formatting and drillthrough functionality
Constructing Power BI Dashboards
- Pinning visuals to create consolidated dashboards
- Configuring tiles and layout options for optimal display
- Managing live dashboards and setting refresh intervals
Core Dashboard Design Best Practices
- Optimizing data-to-ink ratio and establishing visual hierarchy
- Leveraging white space and alignment for improved readability
- Selecting the most appropriate visual for the intended message
Implementing Interactive Panel Features
- Creating bookmarks and functional buttons
- Executing drilldowns and cross-filtering interactions
- Utilizing tooltips and the Q&A visual component
Distribution and Publishing of Dashboards
- Publishing content to the Power BI Service
- Organizing workspaces and creating applications
- Securely sharing reports and dashboards with stakeholders
Panel Navigation and User Actions
- Designing effective page navigation structures
- Employing page tooltips for contextual information
- Configuring action-based user interactions
Refining Power BI Report Design
- Crafting data-driven narratives for impact
- Designing for enhanced readability and clarity
- Incorporating shapes, text, and images effectively
Advanced Design Methodologies
- Mastering visual layering and grouping techniques
- Implementing dynamic titles and metrics
- Setting up drillthrough pages for deeper analysis
Applying Themes and Templates
- Developing and applying custom themes
- Utilizing report templates for consistency
- Maintaining visual consistency across reports
Mobile Dashboard Design Strategy
- Using the mobile layout editor for optimization
- Designing for seamless touch interactions
- Testing dashboard performance on mobile devices
Enhancing User Experience and Accessibility
- Ensuring color contrast and screen reader compatibility
- Managing tab order and keyboard navigation
- Adhering to best practices for accessible design
Conclusion and Future Directions
- Reviewing key concepts covered in the training
- Identifying additional Power BI learning resources
- Exploring available certification pathways
Requirements
- A foundational understanding of data concepts and structures
- Practical experience with Microsoft Excel and data manipulation tasks
- Familiarity with fundamental statistical principles
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