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Course Outline

Power BI – Basic Concepts

  • An introduction to Power BI and its capabilities.
  • Differentiating between Power BI Desktop and Power BI Service.
  • An overview of the report-building process.

Overview of Power BI Components

  • Power BI Desktop, Service, and Mobile applications.
  • Power Query and Power Pivot tools.
  • Understanding the distinction between datasets, reports, and dashboards.

Connecting to Data Sources

  • Supported data sources and available connectors.
  • Comparing Import versus DirectQuery methods.
  • Refreshing and updating data.

Basic Data Modelling Concepts

  • Establishing relationships and keys.
  • Working with hierarchies and calculated columns.
  • Creating simple measures using DAX.

Creating Simple Visualisations

  • Using bar, line, pie, matrix, and table visuals.
  • Implementing filtering and slicers.
  • Applying conditional formatting and drillthrough.

Power BI Dashboards

  • Pinning visuals to dashboards.
  • Utilising tiles and layout options.
  • Managing live dashboards and refresh intervals.

Dashboard Design Principles

  • Optimising the data-to-ink ratio and visual hierarchy.
  • Effective use of white space and alignment.
  • Selecting the appropriate visual for the message.

Interactive Panel Functions

  • Configuring bookmarks and buttons.
  • Leveraging drilldowns and cross-filtering.
  • Using tooltips and the Q&A visual.

Sharing and Publishing Dashboards

  • Publishing to Power BI Service.
  • Managing workspaces and apps.
  • Securely sharing reports and dashboards.

Panel Navigation and Actions

  • Designing page navigation.
  • Implementing page tooltips.
  • Creating action-based interactions.

Power BI Report Design

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

Advanced Design Techniques

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

Using Themes and Templates

  • Creating and applying themes.
  • Utilising report templates.
  • Maintaining visual consistency.

Mobile Dashboard Design Considerations

  • Using the mobile layout editor.
  • Optimising for touch interactions.
  • Testing dashboards on mobile devices.

User Experience and Accessibility

  • Ensuring colour contrast and screen reader compatibility.
  • Managing tab order and keyboard navigation.
  • Following best practices for accessible design.

Summary and Next Steps

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

Requirements

  • A foundational understanding of basic data concepts and structures.
  • Experience with Microsoft Excel and data manipulation techniques.
  • Familiarity with fundamental statistical concepts.

Audience

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

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