PowerBi

SIGMA DHYANA

Power BI for Data Visualization

From connecting data to building interactive dashboards, KPIs, and shareable reports.

Module 1: Introduction to Power BI
Learning Objectives: This module will introduce Power BI, highlighting its advantages and core concepts.
Topics Covered ▼
  • Understanding Power BI
  • Advantages of Using Power BI
  • Key Benefits of Power BI
  • Essential Components of Power BI
  • Core Principles of Power BI
  • Overview of the Power BI Ecosystem-
  • Power BI Architecture
  • Different Versions of Power BI (Desktop, Service, Mobile, Embedded)
  • Licensing Options
Hands-on
  • This module will be mainly conceptual introduction without a separate specified hands-on lab.
Module 2: Power BI Desktop
Learning Objectives: This module covers the basics of Power BI Desktop, including installation procedures and an overview of its features.
Topics Covered ▼
  • Installation Guidelines and Procedures
  • Software Overview
  • Power BI Account Registration
  • Introduction to Tools and Terminology
  • Updating Data in Power BI Service
  • Defining a Dashboard
  • Defining a Report
  • Understanding the Interface
  • Navigation Pane and Ribbon
  • Working with Visualizations
  • Saving and Publishing Reports
Hands-on
  • Learners are expected to install Power BI Desktop, explore the interface, and publish a basic sample report.
Module 3: Extract Transform Load (ETL) Concept, Data Source Connection and Data Transformation
Learning Objectives: This module will teach you how to connect to various data sources, perform data cleaning and transformation, and introduce ETL (Extract, Transform, Load) concepts.
Topics Covered ▼
  • Connecting to Data Sources
  • Uploading Local CSV Files
  • Connecting to Excel Data
  • Utilizing the Query Editor
  • Comparing Import Data vs Direct Query
  • Data Cleaning and Transformation Techniques
  • Merging and Appending Data
  • Introduction to ETL Concepts
  • Extracting Data from Various Sources
  • Transforming Data for Analysis
  • Loading Data into Power BI
Hands-on
  • Datasets will be provided for practice in loading, cleaning, transforming data, and applying ETL concepts.
Module 4: Modeling using Power BI
Learning Objectives: This module introduces data modeling, including managing relationships and creating calculated columns and measures.
Topics Covered ▼
  • Data Modeling Techniques
  • Managing Data Relationships
  • Understanding Cardinality and Cross Filtering
  • Default Summarization and Sorting Options
  • Creating Calculated Columns
  • Developing Quick Measures and Measures
  • Understanding Star Schema and Snowflake Schema
  • Using Date Tables and Hierarchies
Hands-on
  • Participants will work with datasets to create calculated columns and manage relationships.
Module 5: Introduction to DAX (Data Analysis Expressions)
Learning Objectives: This module will introduce you to Data Analysis Expressions (DAX), a collection of functions, operators, and constants used in formulas to calculate and return values. You'll understand its importance and learn how to utilize DAX in Power BI effectively.
Topics Covered ▼
  • Introduction to DAX
  • What is DAX?
  • The role of DAX in Power BI
  • Importance of DAX
  • Why DAX is essential for data modeling and analysis
  • Scenarios where DAX is used in Power BI
  • DAX Syntax
  • Basic syntax rules
  • How to write DAX formulas
  • Data Types in DAX
  • Understanding different data types
  • Implicit vs. explicit data type conversion
  • Functions in DAX
  • Overview of DAX functions
  • Commonly used functions:
  • Aggregation Functions: SUM, AVERAGE, MIN, MAX, COUNT
  • Date and Time Functions: TODAY, NOW, DATEDIFF, YEAR, MONTH, DAY
  • Logical Functions: IF, AND, OR, SWITCH
  • Text Functions: CONCATENATE, LEFT, RIGHT, MID, SUBSTITUTE
  • Mathematical Functions: ABS, CEILING, FLOOR, ROUND
  • Statistical Functions: MEDIAN, PERCENTILE, STDEV
  • Information Functions: ISBLANK, ISNUMBER, ISERROR
  • Creating Measures with DAX
  • Difference between calculated columns and measures
  • How to create and use measures
  • DAX Operators
  • Arithmetic Operators: +, -, *, /, ^
  • Comparison Operators: =, <>, <, <=, >, >=
  • Text Concatenation Operator: &
  • Logical Operators: &&, ||, IN
  • Tables and Filtering in DAX
  • Working with tables in DAX
  • Filter functions: CALCULATE, FILTER, ALL, ALLEXCEPT, REMOVEFILTERS
  • Context transition and its implications
  • Time Intelligence Functions
  • Overview of time intelligence in DAX
  • Common time intelligence functions: TOTALYTD, SAMEPERIODLASTYEAR, PARALLELPERIOD, DATESBETWEEN
  • Creating and using date tables
  • Working with Relationships in DAX
  • Understanding relationships and their impact on DAX formulas
  • Using RELATED and RELATEDTABLE functions
  • Advanced DAX Concepts
  • Calculated Tables
  • Row context vs. filter context
  • Context transition
  • Iterators: SUMX, AVERAGEX, MAXX, MINX
Hands-on
  • Participants will practice using various DAX functions.
Module 6: Data Visualization
Learning Objectives: This module covers the fundamentals of data visualization and creating various charts using Power BI.
Topics Covered ▼
  • Creating Visualizations
  • Color Formatting Techniques
  • Setting Sort Order
  • Developing Scatter and Bubble Charts
  • Using Tooltips
  • Implementing Slicers
  • Cross Filtering and Highlighting
  • Applying Report-Level Filters
  • Drill Down and Drill Up Functionality
  • Creating Hierarchies
  • Conditional Formatting for Tables and Matrices
  • Utilizing KPIs
  • Using Cards and Gauges
  • Map Visualizations
  • Custom Visuals
  • Grouping and Binning Data
  • Using Selection Pane, Bookmarks & Buttons
  • Managing Z-Order
  • Best Practices for Effective Visualizations
  • Storytelling with Data
Hands-on
  • Participants will practice creating visualizations, applying color formatting, using slicers, and other visualization techniques.
Module 7: Reports and Dashboards
Learning Objectives: This module focuses on modifying reports and dashboards and utilizing Power BI Q&A.
Topics Covered ▼
  • Modifying and Printing Reports
  • Renaming and Deleting Report Pages
  • Adding Filters to Pages or Reports
  • Setting Visualization Interactions
  • Printing Report Pages
  • Exporting Reports to PowerPoint
  • Creating Dashboards
  • Managing Dashboards
  • Pinning Report Tiles to Dashboards
  • Pinning Live Report Pages to Dashboards
  • Pinning Tiles from Other Dashboards
  • Pinning Excel Elements to Dashboards
  • Managing Pinned Elements in Excel
  • Adding Tiles to Dashboards
  • Building Dashboards with Quick Insights
  • Setting a Featured Dashboard
  • Asking Questions about Your Data with Power BI Q&A
  • Tweaking Datasets for Q&A
  • Enabling Cortana Integration for Power BI
  • Best Practices for Dashboard Design
Hands-on
  • Participants will practice adding filters to reports, setting interactions, and creating dashboards.
Module 8: Publishing and Sharing Reports
Learning Objectives: This module will cover how to publish and share dashboards and reports, as well as various saving options.
Topics Covered ▼
  • Overview of Sharing Options
  • Publishing Reports from Power BI Desktop
  • Publishing Reports to the Web
  • Sharing Dashboards Using Power BI Service
  • Understanding Content Packs
  • Saving Reports as PDF
  • Implementing Row-Level Security
  • Exporting Data from Visualizations
  • Setting Permissions and Access Controls
  • Collaborative Workspaces
  • Best Practices for Report Distribution
Hands-on
  • Participants will practice sharing dashboards using Power BI Service, saving reports as PDFs, and exporting data from visualizations.