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Power BI is a radically new tool in the hands of business enterprises who are overwhelmed with the amount of data at hand and until now did not have a cost-effective tool to extract insights from it. Power BI is a collection of software services, apps, and connectors that work together to turn your unrelated sources of data into coherent, visually immersive, and interactive insights. Your data may be an Excel spreadsheet, or a collection of cloud-based and on-premises hybrid data warehouses.
- Basic knowledge of Technology
- Prior IT experience would be necessary for learning this technology.
Module 1: Introduction to Power BI
Overview of Power BI
- What is Power BI? Introduction to its features and capabilities.
- Power BI components: Power BI Desktop, Power BI Service, and Power BI Mobile.
- Understanding the Power BI workflow: Data Import, Modeling, Visualization, and Sharing.
Installing Power BI
- Installing Power BI Desktop on your system.
- Introduction to Power BI Service and Power BI Pro.
- Setting up Power BI accounts and access for sharing and collaboration.
Power BI Interface Overview
- Overview of Power BI Desktop: Ribbon, Fields Pane, Visualizations Pane, and Data Pane.
- Creating your first Power BI report: Connecting to data sources, building visualizations, and saving your report.
Module 2: Data Sources and Data Connectivity
Types of Data Sources in Power BI
- Connecting to different data sources: Excel, CSV, SQL Server, Web data, SharePoint, and more.
- Understanding DirectQuery vs Import Data modes.
- Working with cloud-based data sources (e.g., Azure, Google Analytics, Salesforce).
Power Query
- Introduction to Power Query Editor.
- Connecting and transforming data using Power Query.
- Importing data from files and databases, and understanding data types and sources.
Data Refresh and Scheduling
- Setting up data refresh schedules in Power BI Service.
- Understanding refresh failure and troubleshooting common issues.
Module 3: Data Transformation with Power Query
Basic Transformations
- Cleaning and transforming data using Power Query Editor.
- Removing duplicates, filtering data, changing data types.
- Sorting and grouping data.
Advanced Transformations
- Merging and appending queries.
- Splitting and combining columns.
- Using conditional columns and custom transformations with the M language.
Working with Date and Time Data
- Date transformations in Power Query.
- Creating custom date tables.
- Calculating durations and aggregating date/time data.
Power Query Functions
- Using built-in Power Query functions for data manipulation.
- Writing custom queries using M language.
Module 4: Data Modeling in Power BI
Introduction to Data Modeling
- The importance of data modeling in Power BI.
- Creating relationships between tables: one-to-one, one-to-many, many-to-many.
- Understanding the data model and its components: Fact Tables, Dimension Tables, and Star Schema.
Creating Calculated Columns and Measures
- Difference between calculated columns and measures.
- Creating calculated columns using DAX (Data Analysis Expressions).
- Creating measures for aggregating data and performing calculations.
Data Types and Data Formatting
- Working with different data types: Text, Date, Boolean, and Currency.
- Formatting tables and columns for proper display.
Module 5: Visualizations in Power BI
Basic Visualizations
- Understanding and working with basic visual types: Bar charts, Column charts, Line charts, and Pie charts.
- Creating tables and matrix visuals for data display.
- Visualizing geographical data using maps.
Advanced Visualizations
- Building advanced visuals: Waterfall charts, Funnel charts, and Gauge charts.
- Using TreeMap, Card, KPI, and Bullet charts.
- Custom Visuals in Power BI: Importing and using custom visuals from the marketplace.
Interactive Reports and Dashboards
- Creating interactive reports using slicers and filters.
- Adding drill-downs to visuals.
- Designing responsive dashboards for mobile devices.
Module 6: DAX (Data Analysis Expressions)
Introduction to DAX
- What is DAX and how it works in Power BI.
- Understanding DAX syntax and functions.
- DAX operators: Arithmetic, comparison, and logical operators.
Common DAX Functions
- Aggregation functions:
SUM
,AVERAGE
,COUNT
. - Date and time functions:
DATEADD
,DATESYTD
,MONTH
,YEAR
. - Text functions:
LEFT
,RIGHT
,SEARCH
,CONCATENATE
.
- Aggregation functions:
Creating Measures with DAX
- What are measures and how to create them.
- Writing basic measures and using them in visuals.
- Using
CALCULATE
andFILTER
to modify context and apply advanced filtering.
Time Intelligence with DAX
- Working with time-based data using DAX.
- Year-to-date (YTD), Quarter-to-date (QTD), and Month-to-date (MTD) calculations.
- Period-over-period analysis with DAX.
Advanced DAX Techniques
- Nested functions in DAX.
- Creating dynamic measures using
SWITCH
andIF
. - Using
ALL
,ALLEXCEPT
, andVALUES
for advanced filtering.
Module 7: Power BI Reports and Dashboards
Building and Formatting Reports
- Designing reports with multiple pages and sections.
- Formatting visual elements: Titles, Labels, Axes, and Legends.
- Applying themes and custom formatting to reports.
Publishing and Sharing Reports
- Publishing reports to Power BI Service.
- Creating dashboards from reports.
- Sharing and collaborating on reports with others.
Power BI Service and Workspaces
- Introduction to Power BI Service.
- Creating and managing workspaces in Power BI.
- Assigning roles and permissions for report sharing and collaboration.
Module 8: Power BI Security and Sharing
Row-Level Security (RLS)
- Understanding Row-Level Security and its importance.
- Configuring RLS to control access based on user roles.
- Testing and validating RLS configuration.
Sharing and Collaboration
- Sharing reports with individuals and groups.
- Embedding Power BI reports in applications or websites.
- Power BI apps: Creating, installing, and managing Power BI apps.
Module 9: Power BI and Excel Integration
Power BI and Excel
- Importing Excel data into Power BI.
- Using Power Pivot and Power Query in Excel and integrating with Power BI.
- Analyzing Power BI data in Excel with Power BI Publisher for Excel.
Exporting Power BI Data
- Exporting reports to PDF, PowerPoint, and Excel.
- Using Power BI Desktop to publish directly to Excel for analysis.
- Data export options from Power BI Service.
Module 10: Advanced Features in Power BI
Power BI Gateway
- Introduction to Power BI Gateway for on-premise data.
- Configuring and managing the Power BI Gateway.
- Scheduling data refreshes through the Gateway.
Power BI Embedded
- Overview of Power BI Embedded for application developers.
- Embedding Power BI reports in web applications using Power BI REST API.
- Authentication and authorization for Power BI Embedded.
AI and Power BI
- Integrating AI capabilities in Power BI: Using AI visuals like Key Influencers and Decomposition Tree.
- Working with Azure Machine Learning and Cognitive Services in Power BI.
- Using AutoML features for predictive analytics.
Module 11: Power BI Performance Optimization
Optimizing Reports and Dashboards
- Best practices for designing high-performance reports.
- Reducing model size and improving query performance.
- Indexing and optimizing large datasets.
Query Performance and Power BI Service
- Understanding query performance in Power BI.
- Using Performance Analyzer tool for reports and dashboards.
- Tips for optimizing Power BI reports in the Service.
30 Days (also available fast track course with short term duration)
- Flexible Schedules
- Live Online Training
- Training by highly experienced and certified professionals
- No slideshow (PPT) training, fully Hand-on training
- Interactive session with interview QA’s
- Real-time projects scenarios & Certification Help
- 24 X 7 Support