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 Duration 21 hours

Course Outline

Power BI – Basic Concepts

  • Introduction to Power BI and its capabilities.
  • Comparison between Power BI Desktop and Power BI Service.
  • Overview of the report-building workflow.

Overview of Power BI Components

  • Power BI Desktop, Service, and Mobile applications.
  • Power Query and Power Pivot features.
  • Understanding the distinction between datasets, reports, and dashboards.

Connecting to Data Sources

  • Supported data sources and connectors.
  • Differences between Import and DirectQuery modes.
  • Refreshing and updating data connections.

Basic Data Modeling Concepts

  • Establishing relationships and defining keys.
  • Creating hierarchies and calculated columns.
  • Writing simple measures using DAX.

Creating Simple Visualizations

  • Working with bar, line, pie, matrix, and table visuals.
  • Implementing filtering and slicers.
  • Applying conditional formatting and drillthrough functionality.

Power BI Dashboards

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

Dashboard Design Principles

  • Balancing data-to-ink ratio and establishing visual hierarchy.
  • Effective use of white space and alignment.
  • Selecting the appropriate visual for the intended message.

Interactive Panel Functions

  • Utilizing bookmarks and buttons.
  • Implementing drilldowns and cross-filtering.
  • Adding tooltips and 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 flows.
  • Using page tooltips for context.
  • Implementing action-based interactions.

Power BI Report Design

  • Data storytelling techniques.
  • 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 interfaces for touch 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 Next Steps

  • Recap of key concepts covered.
  • Recommendations for additional Power BI resources.
  • Exploring relevant certification options.

Requirements

  • A solid understanding of fundamental data concepts and structures.
  • Experience with Microsoft Excel and data manipulation techniques.
  • Familiarity with basic statistical concepts.

Audience

  • Data analysts.
  • Business intelligence specialists.
  • Professionals responsible for reporting and dashboard design.

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