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PowerBI Training

Introduction to Power BI

What is Power BI?

  • Overview of Microsoft’s Business Intelligence platform
  • Components of Power BI: Power BI Desktop, Power BI Service, Power BI Mobile

Key Features & Benefits

  • Data connectivity, transformation, and visualization
  • Real-time dashboards and collaborative analytics
  • Cost-effectiveness and scalability

Power BI Architecture

  • Understanding the Power BI ecosystem: Data sources, Power BI Desktop, Power BI Service, Gateway
  • Data refresh and publishing cycle

Power BI Desktop Overview

Installing & Setting Up Power BI Desktop

  • System requirements and installation steps
  • Introduction to the Power BI Desktop interface

Connecting to Data Sources

  • Connecting to Excel, SQL Server, Web APIs, SharePoint, and more
  • Managing data connections and credentials

Understanding Data Models

  • Working with relationships, star schemas, and snowflake models
  • Best practices for building robust data models

Data Preparation & Transformation (Power Query)

Introduction to Power Query Editor

  • Overview of Power Query interface
  • Steps to import, transform, and clean data

Data Transformation Techniques

  • Merging, appending, pivoting, and unpivoting data
  • Filtering rows, replacing values, and data type conversions

Best Practices for Data Cleaning

  • Handling missing data and duplicates
  • Applying transformation steps systematically

Data Modeling in Power BI

Introduction to Data Modeling

  • Concepts of tables, relationships, and cardinality
  • Importance of a well-designed data model

Creating Relationships Between Tables

  • One-to-One, One-to-Many, and Many-to-Many relationships
  • Relationship directions and impact on report filters

Building Calculated Columns, Measures, and Tables

  • Understanding DAX (Data Analysis Expressions)
  • When to use columns, measures, and tables

Introduction to DAX (Data Analysis Expressions)

Understanding DAX Syntax & Functions

  • Basic DAX functions: SUM, AVERAGE, COUNTROWS, etc.
  • Logical functions: IF, SWITCH, AND, OR

Creating Measures and KPIs

  • Writing efficient DAX measures
  • Creating KPIs for dashboards and reports

Advanced DAX Concepts

  • Time Intelligence functions: YTD, QTD, MTD
  • Calculations over hierarchies and context transition

Visualizations in Power BI

Creating Basic Visualizations

  • Bar charts, Pie charts, Line charts, Cards, Tables

Advanced Visualizations

  • Waterfall charts, Donut charts, Treemaps, Maps, Gauge charts

Custom Visuals

  • Importing and using custom visuals from AppSource
  • Building tailored visualizations for storytelling

Visual Interaction and Drill-Down

  • Enabling drill-through and cross-filtering between visuals
  • Designing interactive reports

Power BI Service (Cloud)

Publishing Reports to Power BI Service

  • Steps to publish from Power BI Desktop to Service

Creating and Managing Dashboards

  • Pinning visuals to dashboards
  • Real-time data tiles and Q&A functionality

Workspaces and Apps

  • Organizing reports and dashboards in Workspaces
  • Publishing apps for wider audience distribution

Sharing & Collaboration

Sharing Reports and Dashboards

  • Sharing options inside Power BI Service
  • Managing permissions and access levels

Subscriptions and Alerts

  • Setting up email subscriptions for reports
  • Creating data alerts for threshold-based notifications

Commenting and Collaboration

  • Collaborative commenting within dashboards
  • Integrating Power BI with Microsoft Teams

Power BI Mobile & Embedded Analytics

Power BI Mobile Overview

  • Setting up and using Power BI Mobile apps
  • Optimizing reports for mobile devices

Embedding Power BI in Applications

  • Basics of Power BI Embedded Service
  • Overview of API access and embedding dashboards in custom portals

Advanced Power BI Topics

Row-Level Security (RLS)

  • Setting up RLS to restrict data access
  • Managing RLS roles and testing security settings

Incremental Data Refresh

  • Enabling incremental refresh for large datasets
  • Best practices for performance optimization

Power BI Gateway

  • Installing and configuring Data Gateway
  • Managing on-premises data refresh schedules

Optimizing Performance

  • Query reduction techniques
  • Best practices for faster report loading and data modeling

Power BI Administration & Governance

Power BI Admin Portal

  • Managing users, groups, and settings

Auditing and Monitoring

  • Activity logs and usage metrics

Licensing Overview

  • Understanding Power BI Free, Pro, Premium licensing
  • Choosing the right plan for business needs

Best Practices for Enterprise Deployment

  • Governance policies
  • Lifecycle management and version control in Power BI

Real-Time Projects and Case Studies

Building End-to-End Solutions

  • Real-world project examples from different industries: Sales, Finance, HR, Operations

Best Practices for Building Reports

  • Designing visually appealing and effective reports

Interview Preparation

  • Common Power BI interview questions
  • Hands-on exercises and assignments