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Power BI

Introduction to Power BI & Setup

Overview of Business Intelligence (BI) and Power BI

  • What is Business Intelligence?
  • Evolution of Power BI and its importance
  • Key differences between Power BI, Tableau, and Excel

Understanding Power BI Components

  • Power BI Desktop
  • Power BI Service (Cloud)
  • Power BI Mobile
  • Power BI Report Server

Setting Up Power BI

  • Installing Power BI Desktop
  • Understanding the Power BI Interface
  • Connecting to different data sources (Excel, SQL Server, APIs, Web)

Data Extraction & Transformation using Power Query

Introduction to Power Query and ETL (Extract, Transform, Load)

  • Understanding Power Query Editor
  • Differences between Power Query & DAX

Data Cleaning & Transformation Techniques

  • Removing duplicates, handling missing values
  • Splitting & merging columns
  • Data type conversion
  • Unpivoting and Pivoting Data

Working with Multiple Data Sources

  • Connecting to SQL databases, SharePoint, and Web APIs
  • Combining multiple sources (Merge & Append Queries)
  • Parameterizing Queries for Dynamic Data Extraction

Data Modeling & Relationships

Understanding Data Models

  • Importance of data modeling in Power BI
  • Star Schema vs. Snowflake Schema
  • Importance of Fact & Dimension Tables

Creating and Managing Relationships

  • Understanding one-to-one, one-to-many, and many-to-many relationships
  • Handling Circular Relationships
  • Using the Relationship View

Data Optimization Techniques

  • Creating calculated tables & columns
  • Optimizing performance with aggregations
  • Implementing Row-Level Security (RLS)

Mastering DAX (Data Analysis Expressions)

Introduction to DAX

  • What is DAX and its role in Power BI?
  • Differences between Measures & Calculated Columns

Basic DAX Functions

  • SUM(), AVERAGE(), COUNT(), DISTINCTCOUNT()
  • CONCATENATE() and TEXT Functions

Advanced DAX Functions

  • CALCULATE(), FILTER(), ALL(), RELATED()
  • Time Intelligence Functions (YTD, QTD, MTD, SAMEPERIODLASTYEAR)
  • Performance Optimization for DAX Queries

Data Visualization & Report Building

Designing Effective Power BI Dashboards

  • Best practices for dashboard design
  • Understanding User Experience (UX) in Reporting

Working with Built-in Visualizations

  • Tables, Matrices, Cards, and Multi-row Cards
  • Line Charts, Bar Charts, Pie Charts
  • Scatter Plots & Heat Maps

Advanced Visual Interactions

  • Cross-filtering and Cross-highlighting
  • Slicers, Filters, and Drill-through Reports
  • Bookmarks, Tooltips, and Custom Tooltips

Advanced Visualizations & Analytics

Creating Custom Visuals

  • Using Custom Visuals from AppSource
  • Configuring Custom Visuals (Radar Charts, Sankey Diagrams, Map Visuals)

Implementing AI & Advanced Analytics

  • Forecasting & Trend Analysis
  • Key Influencers Visual
  • Decomposition Tree Analysis

Dynamic Report Customization

  • Conditional Formatting in Visuals
  • What-If Analysis using Parameters

Power BI Service & Cloud Integration

Publishing Reports to Power BI Service

  • Understanding Workspaces in Power BI Service
  • Uploading and Managing Reports Online

Managing Workspaces & Sharing Reports

  • Assigning roles & permissions
  • Best practices for sharing & collaboration

Scheduled Data Refresh & Gateway Configuration

  • Configuring automatic refresh
  • Setting up On-Premise Data Gateway

Embedding Power BI Reports in Applications

  • Power BI Embedded in Web Apps & SharePoint
  • Exporting & Sharing Reports in PDF, Excel

Power BI Paginated Reports & Power Automate

Introduction to Paginated Reports

  • Understanding when to use Paginated Reports vs. Interactive Reports
  • Designing Paginated Reports in Power BI Report Builder

Automating Workflows using Power Automate

  • Triggering data refresh automatically
  • Setting up alerts & email subscriptions

Exporting Paginated Reports

  • Exporting to PDF, Excel, CSV

Power BI Performance Optimization

Optimizing Data Models for Faster Performance

  • Data Compression & Storage Modes (Import, DirectQuery, Composite)
  • Reducing Report Load Time with Aggregations & Measures

Query Performance Optimization

  • Using Performance Analyzer in Power BI
  • Reducing DAX Calculation Load

Managing Large Datasets in Power BI Premium

  • Implementing Incremental Refresh
  • Using Aggregations for Large Data Volumes

Power BI Deployment, Governance & Security

Deploying Reports in Power BI Report Server

  • Difference between Power BI Pro, Premium, Embedded
  • Understanding Deployment Pipelines

Security & Compliance in Power BI

  • Implementing Row-Level Security (RLS)
  • Role-Based Access Control (RBAC)

Monitoring & Auditing Power BI Usage

  • Power BI Audit Logs & Usage Metrics
  • Best Practices for Governance & Compliance