Course Outline
Power BI – Fundamental Concepts
- Introduction to Power BI and its capabilities
- Differences between Power BI Desktop and Power BI Service
- Overview of the report creation workflow
Components of Power BI
- Power BI Desktop, Service, and Mobile applications
- Power Query and Power Pivot features
- Differentiating between datasets, reports, and dashboards
Establishing Data Source Connections
- Compatible data sources and available connectors
- Comparison of Import and DirectQuery methods
- Data refresh and update strategies
Core Data Modeling Principles
- Defining relationships and keys
- Creating hierarchies and calculated columns
- Building basic measures with DAX
Developing Basic Visualizations
- Working with bar, line, pie, matrix, and table visuals
- Implementing filters and slicers
- Applying conditional formatting and drillthrough functionality
Power BI Dashboards
- Pinning visuals to create dashboard layouts
- Configuring tiles and layout options
- Setting up live dashboards and refresh schedules
Principles of Dashboard Design
- Managing data-to-ink ratio and visual hierarchy
- Utilizing white space and alignment effectively
- Selecting appropriate visuals for the intended message
Interactive Panel Capabilities
- Utilizing bookmarks and buttons
- Implementing drilldowns and cross-filtering
- Adding tooltips and the Q&A visual
Publishing and Sharing Dashboards
- Deploying content to Power BI Service
- Managing workspaces and apps
- Securely sharing reports and dashboards
Panel Navigation and Actions
- Designing page navigation flows
- Implementing 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 Methods
- Layering and grouping visual elements
- Implementing dynamic titles and metrics
- Configuring drillthrough pages
Applying Themes and Templates
- Creating and applying custom themes
- Using report templates for consistency
- Maintaining visual coherence across reports
Mobile Dashboard Design Best Practices
- Using the mobile layout editor
- Optimizing layouts for touch interactions
- Testing dashboard performance on mobile devices
User Experience and Accessibility
- Ensuring color contrast and screen reader compatibility
- Configuring tab order and keyboard navigation
- Adhering to accessible design best practices
Conclusion and Future Directions
- Review of key concepts covered
- Recommended additional Power BI resources
- Exploring available certification paths
Requirements
- Foundational knowledge of data concepts and structures
- Proficiency with Microsoft Excel and data handling techniques
- Basic familiarity with statistical principles
Target Audience
- Data analysts
- Business intelligence experts
- Professionals involved in reporting and dashboard creation
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
Method of training.
