Course Outline
Power BI – Core Concepts
- Definition and capabilities of Power BI for government agencies
- Distinctions between Power BI Desktop and the Power BI Service
- Summary of the report development lifecycle
Overview of Power BI Architecture
- Functions of Power BI Desktop, Service, and Mobile applications
- Roles of Power Query and Power Pivot in data preparation
- Definitions of datasets, reports, and dashboards within the ecosystem
Data Source Connectivity
- Compatible data sources and available connectors for government systems
- Comparison of Import mode versus DirectQuery modes
- Procedures for data refresh and synchronization
Fundamentals of Data Modeling
- Establishing relationships and primary keys
- Constructing hierarchies and calculated columns
- Developing basic measures using DAX (Data Analysis Expressions) for government analytics
Development of Basic Visualizations
- Utilizing bar, line, pie, matrix, and table chart types
- Implementing filters and slicers for data exploration
- Applying conditional formatting and drillthrough capabilities
Power BI Dashboards
- Pinning key visuals to executive dashboards
- Configuring tile arrangements and layout structures
- Managing live dashboard connections and refresh schedules
Principles of Dashboard Design
- Optimizing data-to-ink ratio and establishing visual hierarchy
- Strategic use of white space and alignment for clarity
- Selecting appropriate visualizations to convey specific messages
Interactive Panel Features
- Configuring bookmarks and navigation buttons
- Executing drilldowns and cross-filtering actions
- Implementing tooltips and Q&A visuals for user assistance
Distribution and Publication of Dashboards
- Uploading reports to the Power BI Service
- Organizing content through workspaces and apps for government teams
- Ensuring secure sharing protocols for reports and dashboards
Navigation and Action Configuration
- Designing effective page navigation flows
- Utilizing page-level tooltips for contextual information
- Defining action-based interactions to drive user workflows
Power BI Report Design Standards
- Employing data storytelling techniques for policy and operational insights
- Ensuring readability and clarity in official documentation
- Integrating shapes, text boxes, and images to enhance presentation
Advanced Design Methodologies
- Layering and grouping visual elements for complex layouts
- Implementing dynamic titles and metric displays
- Configuring drillthrough pages for detailed data exploration
Application of Themes and Templates
- Creating and deploying standardized themes for government branding
- Leveraging report templates for consistent development
- Maintaining visual consistency across all analytical outputs
Mobile Dashboard Optimization
- Utilizing the mobile layout editor for device-specific design
- Adapting interfaces for touch-based interactions
- Conducting usability testing on mobile devices
User Experience and Accessibility Compliance
- Ensuring color contrast standards and screen reader compatibility
- Configuring tab order and keyboard navigation support
- Adhering to federal best practices for accessible design
Summary and Future Directions
- Review of essential concepts covered in this module
- Identification of additional Power BI learning resources for government personnel
- Overview of available certification pathways
Requirements
- Foundational knowledge of data principles and organizational structures
- Proficiency in Microsoft Excel functions and data manipulation techniques
- Working comprehension of fundamental statistical methodologies
Audience
- Data analysts
- Business intelligence specialists
- Professionals responsible for reporting and dashboard design
Testimonials (2)
How to use relationships in Power BIand the differences between columns and measurements
LEUNG Chun Hei - HAESL
Course - Advanced Power BI: Data Modeling, DAX, and Enhanced Analytics
The basic structure of Power BI, its main functions, as well as some advanced functions