Course Outline
Introduction to Power BI: Fundamental Principles
- Definition of Power BI and its operational capabilities
- Distinction between Power BI Desktop and the Power BI Service
- Comprehensive review of the report generation workflow
Core Components of the Power BI Ecosystem
- Power BI Desktop, Service, and Mobile applications
- Power Query data transformation and Power Pivot modeling
- Functional roles of datasets, reports, and dashboards
Data Source Integration
- Identification of supported data sources and connectors
- Comparison of Import mode versus DirectQuery mode
- Protocols for data refreshing and synchronization
Foundational Data Modeling Concepts
- Establishment of relationships and key structures
- Configuration of hierarchies and calculated columns
- Creation of basic measures using Data Analysis Expressions (DAX)
Development of Elementary Visualizations
- Construction of bar, line, pie, matrix, and table charts
- Application of filters and slicers
- Implementation of conditional formatting and drillthrough features
Power BI Dashboard Configuration
- Pinning specific visuals to dashboard layouts
- Management of tiles and layout configurations
- Management of live dashboards and data refresh frequencies
Principles of Dashboard Design
- Optimization of data-to-ink ratio and visual hierarchy
- Strategic use of white space and alignment
- Selection of appropriate visuals to convey intended messages
Interactive Panel Capabilities
- Implementation of bookmarks and action buttons
- Configuration of drilldowns and cross-filtering mechanisms
- Utilization of tooltips and the Q&A visual component
Distribution and Publication of Dashboards
- Publishing procedures to the Power BI Service
- Management of workspaces and application deployment
- Secure distribution of reports and dashboards
Panel Navigation and Functional Actions
- Design strategies for page navigation
- Integration of page-specific tooltips
- Implementation of action-based user interactions
Power BI Report Architecture
- Techniques for narrative data presentation
- Design standards for readability and clarity
- Incorporation of shapes, text elements, and imagery
Advanced Design Methodologies
- Layering and grouping of visual elements
- Implementation of dynamic titles and metrics
- Configuration of drillthrough pages
Utilization of Themes and Templates
- Creation and application of custom themes
- Deployment of standard report templates
- Maintenance of visual consistency across materials
Mobile Dashboard Design Requirements
- Use of the mobile layout editor
- Optimization for touch-based interaction
- Validation of dashboard performance on mobile devices
User Experience and Accessibility Standards
- Compliance with color contrast and screen reader requirements
- Management of tab order and keyboard navigation
- Adoption of best practices for accessible design
Summary and Procedural Next Steps
- Review of principal concepts and terminology
- Identification of supplementary Power BI resources
- Evaluation of available certification pathways
Requirements
- Proficiency with fundamental data concepts and structural frameworks
- Experience with Microsoft Excel and data manipulation techniques
- Familiarity with basic statistical principles
Target Audience
- Data analysts
- Business intelligence specialists
- Professionals responsible for 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