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Course Outline

Power BI Desktop & Key Terminology

  • Procurement and installation of the Power BI Desktop application
  • Establishing connectivity to an Oracle Database Server
  • Navigation of the Power BI interface: Report view, Data view, and Relationship view
  • Management of report pages: adding, renaming, duplicating, hiding, and deleting
  • Data ingestion from Excel workbooks
  • Data ingestion from text files
  • Integration with multiple data sources
  • Elimination of redundant columns within datasets

Power BI Visualization Components

  • Column charts
  • Bar charts
  • KPI cards
  • Clustered column charts
  • Utilization of natural language query features
  • Incorporation of custom visual elements

Power BI Filtering Mechanisms

  • Slicers for interactive filtering
  • Standard filters
  • Complex conditional filters
  • Top N ranking filters
  • Filters applied to calculated measures
  • Page-level filtering controls
  • Report-level filtering controls
  • Drill-through filter configurations

Dashboard Configuration & Operational Best Practices for government

  • Standards for effective dashboard design and governance
  • Management of data relationships
  • Execution of dashboard actions
  • Integration of reports into dashboards
  • Implementation of descriptive titles
  • Incorporation of graphical images
  • Embedding video content
  • Insertion of web-based content components
  • Configuration of dashboard settings
  • Removal of dashboards
  • Pinning reports to dashboards for persistent access

Distribution and Collaboration Protocols

  • User invitation processes for dashboard access (Share Dashboard)
    • Internal distribution within the agency
    • External distribution to authorized partners outside the organization
  • Report sharing procedures
  • Workspace collaboration management
  • Data refresh management
    • Automation of scheduled data refresh cycles

Power BI Administrative Functions and Oversight

  • Navigating the Power BI admin portal
    • Key administrative modules:
      • Usage metrics and analytics
      • User management
      • Audit log review
      • Tenant configuration settings
      • Premium capacity settings
  • Assignment of administrative roles within Office 365 via the Admin Center
  • Identification of administrative roles and responsibilities

Access Control and Security Framework

  • Permission management for Applications and Content Packs
  • Implementation of Row-Level Security (RLS) protocols
  • User Lifecycle and License Management
    • Activation and deactivation of user accounts
    • Monitoring and auditing of Power BI activity logs

Requirements

No prerequisites are necessary for participation in this course for government personnel.
 14 Hours

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