Power BI: Interactive Dashboards and Reports

• An understanding of basic data concepts and structures
• Experience with Microsoft Excel and data manipulation
• Familiarity with basic statistical concepts

Audience

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

Power BI is a business analytics solution that enables users to connect to data sources, visualize insights, and design interactive dashboards and reports for business decision-making.

This instructor-led, live training (online or onsite) is aimed at beginner-level to intermediate-level professionals who wish to focus on creating engaging dashboards and effective reports in Power BI through practical, hands-on experience.

By the end of this training, participants will be able to:

• Connect to multiple data sources and model the data effectively.
• Design and build user-friendly dashboards and reports in Power BI.
• Apply visual design principles for clarity, usability, and accessibility.
• Publish and share dashboards for organizational collaboration.
• Optimize dashboards for mobile and enhance user interaction.

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.

Power BI – Basic Concepts

• What is Power BI and what can it do?
• Power BI Desktop vs Power BI Service
• Overview of the report-building process

Overview of Power BI Components

• Power BI Desktop, Service, and Mobile
• Power Query and Power Pivot
• Understanding datasets, reports, and dashboards

Connecting to Data Sources

• Supported data sources and connectors
• Import vs DirectQuery
• Refreshing and updating data

Basic Data Modeling Concepts

• Relationships and keys
• Hierarchies and calculated columns
• Simple measures using DAX

Creating Simple Visualizations

• Bar, line, pie, matrix, and table visuals
• Filtering and slicers
• Conditional formatting and drillthrough

Power BI Dashboards

• Pinning visuals to dashboards
• Tiles and layout options
• Live dashboards and refresh intervals

Dashboard Design Principles

• Data-to-ink ratio and visual hierarchy
• Effective use of white space and alignment
• Choosing the right visual for the message

Interactive Panel Functions

• Bookmarks and buttons
• Drilldowns and cross-filtering
• Tooltips and Q&A visual

Sharing and Publishing Dashboards

• Publishing to Power BI Service
• Workspaces and apps
• Sharing reports and dashboards securely

Panel Navigation and Actions

• Page navigation design
• Using page tooltips
• Action-based interactions

Power BI Report Design

• Storytelling with data
• Designing for readability and clarity
• Using shapes, text, and images

Advanced Design Techniques

• Layering and grouping visuals
• Using dynamic titles and metrics
• Setting up drillthrough pages

Using Themes and Templates

• Creating and applying themes
• Using report templates
• Maintaining visual consistency

Mobile Dashboard Design Considerations

• Mobile layout editor
• Optimizing for touch interactions
• Testing dashboards on mobile devices

User Experience and Accessibility

• Color contrast and screen reader compatibility
• Tab order and keyboard navigation
• Best practices for accessible design

Summary and Next Steps

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