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Course Outline

Power BI – Foundational Concepts

  • Definition and capabilities of Power BI
  • Distinction between Power BI Desktop and Power BI Service
  • Overview of the report creation workflow

Introduction to Power BI Components

  • Power BI Desktop, Service, and Mobile
  • Power Query and Power Pivot
  • Understanding datasets, reports, and dashboards

Connecting to Data Sources

  • Supported data sources and connectors
  • Import mode vs DirectQuery
  • Data refresh and update procedures

Fundamentals of Data Modeling

  • Relationships and primary keys
  • Hierarchies and calculated columns
  • Creating simple measures with DAX

Building Basic Visualizations

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

Power BI Dashboards

  • Pinning visuals to dashboards
  • Configuring tiles and layout options
  • Live dashboards and refresh schedules

Principles of Dashboard Design

  • Maximizing the data-to-ink ratio and establishing visual hierarchy
  • Strategically using white space and alignment
  • Selecting the appropriate visual for the intended message

Interactive Features

  • Using bookmarks and buttons
  • Implementing drilldowns and cross-filtering
  • Configuring tooltips and Q&A visuals

Sharing and Publishing Dashboards

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

Dashboard Navigation and Interactions

  • Designing page navigation
  • Leveraging page tooltips
  • Creating 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
  • Implementing dynamic titles and metrics
  • Setting up drillthrough pages

Using Themes and Templates

  • Creating and applying custom themes
  • Leveraging report templates
  • Ensuring visual consistency across reports

Considerations for Mobile Dashboard Design

  • Utilizing the mobile layout editor
  • Optimizing for touch interactions
  • Testing dashboards on mobile devices

User Experience and Accessibility

  • Addressing 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
  • Additional Power BI resources
  • Exploring certification options

Requirements

  • Familiarity with fundamental data concepts and structures
  • Experience using Microsoft Excel for data manipulation
  • Understanding of basic statistical concepts

Target Audience

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

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