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Course Outline

Power BI – Fundamental Concepts

  • Introduction to Power BI and its capabilities.
  • Distinguishing between Power BI Desktop and Power BI Service.
  • An overview of the report creation workflow.

Overview of Power BI Components

  • Exploring Power BI Desktop, Service, and Mobile applications.
  • Understanding Power Query and Power Pivot.
  • Key differences between datasets, reports, and dashboards.

Connecting to Data Sources

  • Supported data sources and available connectors.
  • Comparing Import vs DirectQuery methodologies.
  • Processes for refreshing and updating data.

Basic Data Modeling Principles

  • 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 drillthrough features.

Power BI Dashboards

  • Pinning visuals to create dashboards.
  • Configuring tiles and layout options.
  • Setting up live dashboards and refresh intervals.

Dashboard Design Principles

  • Optimising data-to-ink ratio and visual hierarchy.
  • Effective use of white space and alignment.
  • Selecting the appropriate visual for specific messages.

Interactive Panel Functions

  • Implementing bookmarks and buttons.
  • Utilising drilldowns and cross-filtering.
  • Adding tooltips and the Q&A visual.

Sharing and Publishing Dashboards

  • Publishing content to Power BI Service.
  • Managing workspaces and apps.
  • Securely sharing reports and dashboards.

Panel Navigation and Actions

  • Designing page navigation flows.
  • Utilising page tooltips.
  • Implementing action-based interactions.

Power BI Report Design

  • Storytelling with data.
  • Designing for enhanced readability and clarity.
  • Integrating shapes, text, and images.

Advanced Design Techniques

  • Layering and grouping visuals.
  • Using dynamic titles and metrics.
  • Configuring drillthrough 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 designs for touch interactions.
  • Testing dashboards on various mobile devices.

User Experience and Accessibility

  • Ensuring colour contrast and screen reader compatibility.
  • Managing tab order and keyboard navigation.
  • Following best practices for accessible design.

Summary and Next Steps

  • Recap of key concepts.
  • Additional Power BI resources.
  • Exploring certification options.

Requirements

  • A foundational understanding of basic data concepts and structures.
  • Proficiency in Microsoft Excel and data manipulation techniques.
  • Familiarity with fundamental statistical concepts.

Target Audience

  • Data analysts.
  • Business intelligence specialists.
  • Professionals responsible for reporting and dashboard design.
 21 Hours

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