Course Outline
Power BI – Fundamental Concepts
- Introduction to Power BI and its capabilities.
- Comparing Power BI Desktop and Power BI Service.
- Overview of the report creation workflow.
Overview of Power BI Components
- Power BI Desktop, Service, and Mobile applications.
- Power Query and Power Pivot features.
- Understanding the distinctions between datasets, reports, and dashboards.
Connecting to Data Sources
- Supported data sources and available connectors.
- Choosing between Import and DirectQuery modes.
- Strategies for refreshing and updating data.
Basic Data Modelling Concepts
- Establishing relationships and keys.
- Working with hierarchies and calculated columns.
- Creating simple measures using DAX.
Creating Basic Visualisations
- Utilising bar, line, pie, matrix, and table visuals.
- Implementing filtering and slicers.
- Applying conditional formatting and drill-through features.
Power BI Dashboards
- Pinning visuals to create dashboards.
- Configuring tiles and layout options.
- Managing live dashboards and refresh intervals.
Dashboard Design Principles
- Optimising the data-to-ink ratio and visual hierarchy.
- Effective use of white space and alignment.
- Selecting the appropriate visual for the intended message.
Interactive Panel Functions
- Using bookmarks and buttons.
- Implementing drill-downs and cross-filtering.
- Leveraging tooltips and the Q&A visual.
Sharing and Publishing Dashboards
- Publishing content to the Power BI Service.
- Managing workspaces and apps.
- Securely sharing reports and dashboards.
Panel Navigation and Actions
- Designing page navigation flows.
- Utilising page tooltips.
- Configuring action-based interactions.
Power BI Report Design
- Crafting narratives with data.
- Designing for readability and clarity.
- Incorporating shapes, text, and images.
Advanced Design Techniques
- Layering and grouping visuals effectively.
- Implementing dynamic titles and metrics.
- Setting up drill-through pages.
Using Themes and Templates
- Creating and applying custom themes.
- Utilising report templates.
- Maintaining visual consistency across reports.
Mobile Dashboard Design Considerations
- Using the mobile layout editor.
- Optimising for touch-based interactions.
- Testing dashboards on mobile devices.
User Experience and Accessibility
- Ensuring colour contrast and screen reader compatibility.
- Managing tab order and keyboard navigation.
- Adhering to best practices for accessible design.
Summary and Next Steps
- Recap of key concepts covered.
- Additional resources for Power BI.
- Exploring relevant certification options.
Requirements
- A solid understanding of fundamental data concepts and structures
- 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)
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.
