Course Outline
Power BI – Foundational Concepts
- Introduction to Power BI and its core capabilities.
- Comparing Power BI Desktop with the Power BI Service.
- A general overview of the report creation workflow.
Key Components of Power BI
- Introduction to Power BI Desktop, Service, and Mobile applications.
- Understanding Power Query and Power Pivot.
- Distinguishing between datasets, reports, and dashboards.
Linking to Data Sources
- Exploring supported data sources and connectors.
- Differences between Import and DirectQuery methods.
- Processes for refreshing and updating data.
Fundamentals of Data Modeling
- Establishing relationships and keys.
- Working with hierarchies and calculated columns.
- Creating basic measures using DAX.
Developing Basic Visualizations
- Creating bar, line, pie, matrix, and table visuals.
- Implementing filtering and slicers.
- Applying conditional formatting and drillthrough features.
Building Power BI Dashboards
- Pinning visuals to create dashboards.
- Configuring tiles and layout options.
- Managing live dashboards and refresh intervals.
Principles of Dashboard Design
- Optimizing the data-to-ink ratio and visual hierarchy.
- Effective use of white space and alignment.
- Selecting the appropriate visual for the intended message.
Interactive Panel Features
- Utilizing bookmarks and buttons.
- Implementing drilldowns and cross-filtering.
- Enhancing interaction with tooltips and the Q&A visual.
Sharing and Publishing Dashboards
- Publishing content to the Power BI Service.
- Managing workspaces and apps.
- Securely sharing reports and dashboards.
Navigation and Actions
- Designing page navigation structures.
- Implementing page tooltips.
- Creating action-based interactions.
Power BI Report Design
- Storytelling techniques using data.
- Designing for optimal readability and clarity.
- Incorporating shapes, text, and images effectively.
Advanced Design Techniques
- Layering and grouping visual elements.
- Implementing dynamic titles and metrics.
- Setting up drillthrough pages.
Utilizing Themes and Templates
- Creating and applying custom themes.
- Leveraging report templates.
- Maintaining visual consistency across reports.
Mobile Dashboard Design Considerations
- Using the mobile layout editor.
- Optimizing interfaces for touch interactions.
- Testing dashboard performance on mobile devices.
User Experience and Accessibility
- Ensuring color contrast and screen reader compatibility.
- Managing tab order and keyboard navigation.
- Adhering to best practices for accessible design.
Summary and Future Steps
- Review of key concepts covered.
- Accessing additional Power BI resources.
- Exploring professional certification options.
Requirements
- A solid grasp of fundamental data concepts and structures.
- Practical experience with Microsoft Excel and data manipulation tasks.
- Basic familiarity with statistical principles.
Target Audience
- Data analysts.
- Business intelligence specialists.
- Professionals tasked with reporting and dashboard design.
Testimonials (2)
How to use relationships in Power BIand the differences between columns and measurements
LEUNG Chun Hei - HAESL
Course - Advanced Power BI: Data Modeling, DAX, and Enhanced Analytics
engagement with the attendees
