Power BI

Course Details

What is Power BI?
- Overview of Power BI’s Role in Business Intelligence
- Key Features and Benefits of Power BI
- Power BI Ecosystem (Desktop, Service, Mobile)
- Power BI Pricing Plans
Power BI Interface
- Navigating Power BI Desktop
- The Ribbon, Fields Pane, Visualizations Pane
- Exploring the Report View, Data View, and Model View
- Understanding Power BI Workspaces and Dashboards
Connecting to Data
- Importing Data from Various Sources (Excel, SQL Server, Web, CSV, etc.)
- Connecting to Online Data Sources (Azure, Google Analytics, SharePoint)
- Using Power Query Editor to Clean, Transform, and Load Data
- Refreshing Data Automatically

Power Query Basics
- Introduction to Power Query Editor
- Importing and Transforming Data Using Power Query
- Removing Duplicate Rows
- Filtering and Sorting Data
- Handling Missing or Null Values
Data Transformation Techniques
- Merging Queries and Appending Data
- Grouping Data (Aggregating Rows)
- Pivoting and Unpivoting Data
- Splitting Columns and Changing Data Types
- Creating Custom Columns and Calculations
- Using Advanced Editor for M Code
Data Loading and Refreshing
- Loading Data into Power BI Model
- Data Model and Relationships
- Scheduled Data Refreshes
- Incremental Data Refresh (For Large Datasets)

Understanding Data Models
- The Concept of Tables, Fields, and Relationships in Power BI
- Creating Relationships Between Tables (One-to-Many, Many-to-Many)
- Star Schema and Snowflake Schema in Power BI
Creating and Using Calculated Columns
- Syntax of DAX (Data Analysis Expressions)
- Examples of Calculated Columns
- Using IF Statements, Date Functions, and Logical Expressions
Measures and Aggregations
- Creating Measures Using DAX
- Aggregating Data (SUM, COUNT, AVERAGE, MIN, MAX)
- Advanced DAX Functions (CALCULATE, FILTER, ALL)
- Time Intelligence Functions in DAX (YTD, MTD, QTD)
Power BI Hierarchies
- Creating and Using Hierarchies (e.g., Year > Quarter > Month)
- Hierarchy Drilldowns in Visualizations

Types of Visuals in Power BI
- Bar Charts, Line Charts, Pie Charts, and Donut Charts
- Scatter Plots, Area Charts, Waterfall Charts
- Maps (Shape Maps, Filled Maps, ArcGIS Maps)
- Table and Matrix Visualizations
- Card and KPI Visuals for Key Metrics
Customizing Visuals
- Formatting Visuals (Titles, Labels, Colors)
- Adding Data Labels, Tooltips, and Legends
- Conditional Formatting in Power BI
- Using Drill-through and Drill-down Features
Interactive Reports
- Adding Slicers and Filters for User Interaction
- Cross-filtering and Cross-highlighting in Reports
- Creating Report Bookmarks for Different Views
- Using Tooltips to Enhance Visual Information
Power BI Themes
- Applying Built-in or Custom Themes
- Customizing Visual Appearance with JSON Themes
- Exporting and Sharing Custom Themes

Using DAX for Advanced Calculations
- Calculating Year-to-Date, Moving Averages, and Running Totals
- Advanced Functions (RELATED, RELATEDTABLE, RANKX, EARLIER)
- Creating Complex Calculated Measures for Reports
Time Intelligence in Power BI
- Using DAX Time Functions (DATEADD, SAMEPERIODLASTYEAR, DATESYTD)
- Analyzing Time-Based Data (Monthly, Quarterly, Yearly Analysis)
Forecasting and Trend Lines
- Adding Trend Lines to Visualizations
- Creating Time Series Forecasts in Power BI
- Forecasting Methods (Exponential Smoothing, Linear Regression)
What-If Parameters in Power BI
- Creating What-If Scenarios Using Parameters
- Scenario Analysis (Financial Projections, Sales Forecasting)

Building Interactive Reports
- Combining Multiple Visuals in Reports
- Using Themes and Layouts for Professional Reporting
- Designing Mobile-Friendly Reports
- Adding Annotations and Comments to Reports
Creating Dashboards in Power BI Service
- What is a Dashboard and How It Differs from a Report
- Pinning Visuals from Multiple Reports to a Dashboard
- Managing Dashboards in Power BI Service
- Sharing and Collaborating on Dashboards with Stakeholders
Publishing Reports to Power BI Service
- Publishing Power BI Desktop Reports to Power BI Service
- Managing Data Sources and Refresh Schedules
- Embedding Reports into Websites or Applications (Power BI Embedded)
- Sharing and Accessing Reports with User Permissions

Connecting Power BI to Cloud Services
- Connecting to Azure Data Services (Azure SQL Database, Azure Blob Storage)
- Integrating Power BI with Microsoft 365 (SharePoint, Teams, OneDrive)
- Importing Data from Online Data Services (Google Analytics, Salesforce)
Power BI Service
- Overview of Power BI Service (Cloud-based Features)
- Creating and Managing Workspaces in Power BI Service
- Collaboration and Sharing Options in Power BI Service
- Data Refresh and Scheduled Updates in Power BI Service
- Creating Alerts and Notifications

Row-Level Security (RLS)
- Setting Up Row-Level Security in Power BI
- Defining Security Roles and Filters
- Testing and Validating RLS
Power BI Security Best Practices
- Managing Permissions and Access Control in Power BI Service
- Securing Power BI Reports and Dashboards
- Data Encryption in Power BI
- Controlling Access to Sensitive Data

Designing Effective Power BI Reports
- Report Design Guidelines for User Experience
- Ensuring Performance and Speed of Reports
- Simplifying Data Presentation (Avoiding Clutter)
- Choosing the Right Visualization for the Data
Optimizing Performance in Power BI
- Using DirectQuery vs. Import Mode
- Optimizing DAX Queries and Data Models
- Reducing Dataset Size for Improved Performance
Power BI Version Control and Collaboration
- Version Control in Power BI Reports (Tracking Changes)
- Collaborating with Teams using Power BI Service
- Using GitHub for Power BI Reports (Source Control for Power BI Files)