- Basic understanding of Microsoft Excel
- Knowledge of databases
Audience
- Business analysts
- Data analysts
- Managers
Power BI Desktop is a powerful data visualization and business intelligence tool developed by Microsoft. It allows users to connect to multiple data sources, transform and model the data, and create interactive reports and dashboards with various visualizations.
This instructor-led, live training (online or onsite) is aimed at beginner-level to intermediate-level business analysts who wish to use Power BI Desktop to create powerful, insightful reports that drive business value.
By the end of this training, participants will be able to:
- Navigate the Power BI interface and understand the core features and tools.
- Connect Power BI to various data sources, including importing, configuring, and updating data.
- Create and customize visualizations, such as bar charts, tables, matrices, and custom measures using DAX.
- Build meaningful KPIs and metrics, implementing them effectively within reports and dashboards.
- Design interactive reports and dashboards, integrating different types of visualizations and customizing them for clarity and impact.
Format of the Course
- Interactive lecture and discussion.
- Lots of exercises and practice.
- Hands-on implementation in a live-lab environment.
Course Customization Options
- To request a customized training for this course, please contact us to arrange.
Introduction to Power BI
- Overview of the user interface
- Navigation in Power BI
Data Connection
- Importing data from different sources
- Steps to configure data connections
- Updating data in existing reports
Data Visualization and Creation
- Basic visualizations
- Types of visualizations
- Creating bar and column charts
- Using tables and matrices to display data
- Functions and measures with DAX
- Introduction to DAX functions
- Using calculated measures (sums, averages, counts)
- Applying measures to visualizations
- Creating simple calculated columns
- Examples of common calculations
- Continuous optimization of Power BI resources
Creation of Indicators and Metrics
- Definition of KPIs and examples for each area
- Implementation of KPIs in reports
- Setting up visualizations for indicators
- Development of customized metrics
- Creating metrics with DAX
- Calculating ratios and comparisons
- Integration of metrics and KPIs in dashboards
- Effective visualization of indicators: customization
Creation of Interactive Reports and Dashboards
- Designing interactive reports
- Integrating charts and tables
- Designing dashboards
- Customizing the visual appearance of a dashboard
- Using predefined themes and styles
- Presenting different dashboard designs
- Creating a dashboard with KPIs
- Publishing and sharing reports
- Publishing and distribution options
- Managing permissions and access
- Updating reports
- Scheduling automatic updates
- Tracking changes and updates
Storytelling and Usage Tracking in Power BI
- Fundamentals of data storytelling
- Creating a visual storytelling
- Guiding the user through the data
- Using visualizations to tell a story
- Techniques for presenting data effectively
- Designing reports for decision-making
- Using text, images, and graphics to enhance understanding
Summary and Next Steps