Module Overview Power BI Corporate Training Curriculum

Module 1: Introduction to Power BI

  • What is Data Analytics & Data Visualization
    • Introduction to Data Analysis
    • Introduction to Data Visualization
    • What is Business Intelligence?
    • Overview of Self-Service Business Intelligence (SSBI) Tools
    • Leading Self-service tools
    • Comparison of Leading Visualization Tools
  • Getting Started with Power BI
    • Introduction to Microsoft Power BI
    • Why Power BI
    • Power BI Elements
    • Basic Components of Power BI
    • Building Blocks of Power BI
    • Key Benefits of Power BI
  • Hands-On
    • Power BI Installation
  • Skills Gained
    • Understanding of Data Analysis & Visualizations
    • Concepts of Business Intelligence
    • Installing Power BI on the System
    • Elements and Building Blocks of Power BI

Module 2: Getting Data from Different Data Sources

  • Power BI Desktop (Getting Data)
    • What is Power BI Desktop
    • Quick Walk-through Power BI Interface
    • Views in Power BI Desktop: Report View, Data view, Model view
    • Understanding ETL Concepts: Extract, Transform & Load
    • Data Sources in Power BI Desktop
    • Connecting and Getting data from different sources in Power BI (Excel, CSV, Access, etc.)
    • Saving Workfile
  • Hands-On
    • Identifying and retrieving data from different data sources
    • Extracting and Loading data into Power BI
    • Preparing Data
  • Skills Gained
    • Concepts of ETL tool
    • Getting data from multiple sources

Module 3: Clean, Transform and Load the Data

  • Shaping Data using Power Query
    • Loading data into Power BI Desktop
    • What is Query Editor
    • Cleaning Data with Query Editor
    • Transforming Data with Query Editor
    • Unpivoting Columns
    • Eliminating Rows / Columns
    • Changing / Modifying Data Types
    • Adding Custom Columns
    • Replacing Values / NULL
    • Promoting / Demoting Row as Header
    • Modifying and managing existing ‘Steps’
    • Extracting Date Components from Date-Time
    • Introduction to “M Query”
    • Combining Data: Append, Merge / Joins, Transpose & Formatting Data Operations
  • Hands-On
    • Cleaning Data using Power Query Editor
    • Shaping the data
    • Transforming and cleaning the data
    • Merging Rows / Columns from multiple tables
    • Joins / Append activities
  • Skills Gained
    • Data Transformation using Query Editor
    • Loading the data
    • Understanding of “M Query”

Module 4: Design a Data Model

  • Introduction to Data Modeling
    • Understanding of Relationship
    • What is Relationship?
    • One to Many Vs One to One Relationship
    • Auto-Detect Relationship during Load
    • Dimension Table Vs Fact Table
    • Cardinality in Data Modeling
    • Creating Relationship Manually
    • Managing Data Relationship
    • Editing Relationship
    • Creating Calculated Columns
    • Creating Measures
    • Optimizing Data Models for Better Visuals
    • Cross Filter Direction
    • Defining Hierarchies
  • Hands-On
    • Creating Model Relationships
    • Managing Relationships
    • Creating Measures
    • Creating hierarchies
  • Skills Gained
    • Understanding the basics of data modeling
    • Defining relationships and their cardinality
    • Understand star schema and its importance
    • Managing relationships

Module 5: DAX Formulas & Calculations

  • Introduction to DAX
    • Introduction to Data Analysis Expression (DAX)
    • Importance of DAX
    • Data Types in DAX
    • Defining Calculation Type
    • Calculated Column Vs Calculated Measures
    • Adding New Measures to Report
    • Creating Calculated / DAX Tables
    • DAX Syntax & Operators
    • Most Important & Common Basic & Advanced DAX Functions
    • Aggregate Functions, Logical Functions, Time-Intelligence Functions, Information Functions
    • DAX Variables, Formatting DAX Code, Handling Errors in DAX Expressions
  • Hands-On
    • Creating Calculated Tables
    • Creating Calculated Columns and Measures
    • Writing DAX calculations to perform Data Analysis
    • Beautifying DAX
    • Creating Variables
  • Skills Gained
    • Understanding DAX
    • Create Calculated Columns, Measures & Tables
    • Working with Advanced functions e.g. Time-Intelligence, Filter contexts etc.

Module 6: Data Visualization & Creating Reports

  • Visuals & Report Design
    • Introduction to Visuals in Power BI
    • Creating Visualization & How to use Visual
    • Exploring Visualizations’ List
    • Most Common Visualizations: Bar, Column, Line, Area, Pie, Donut, Gauge, Cards, Table, Matrix, Combo, Funnel, Treemap
    • Slicer, KPI and Custom Visuals
    • Map & Filled Map Visuals
    • Modifying Color Properties of Charts and Visuals
    • Shapes, Text Box, Buttons, and Images
    • Types of Filters, Slice and Dice Data, Drilling-Up/Down
    • Understanding Custom Visuals & How to add them
    • Customizing Canvas, Setting up Canvas & Must Know Global Fonts
    • Page Layout & Formatting, Bookmarks in Power BI, Reports in Power BI
    • Conditionally formatting tables/matrixes
    • Activity: Creating Sales Report
  • Hands-On
    • Creating visual and charts
    • Designing a report
    • Managing visual fields and format properties
  • Skills Gained
    • Creating and selecting effective visualizations
    • Designing report page layout and Visual modification
    • Adding report navigation & basic functionalities
    • Creating visually stunning reports

Module 7: Power BI Service and Managed Workspaces

  • Power BI Service
    • Introduction to Power BI Service & Workspaces
    • Exploring Interface of Power BI Service
    • Understanding the Admin Portal settings
    • What is Power BI Workspace — My Workspace Vs New Workspace
    • Creating New Workspace, Sharing and Managing Workspaces
    • Roles in workspaces in Power BI
    • Exploring Power BI Licensing — Free Vs Pro Vs Premium
  • Hands-On
    • Publishing reports on Power BI Service
    • Creating workspaces
    • Sharing and Managing Reports
    • Moving important assets to App and Publishing app in Power BI
  • Skills Gained
    • Knowledge of Power BI Service (Cloud)
    • Workspaces in Power BI
    • Creating and managing a workspace

Module 8: Creating Dashboard in Power BI

  • Dashboards
    • Dashboard in Power BI — Difference between Report Vs Dashboard
    • Preparing and Creating Dashboard, Configuring a Dashboard
    • Pinning Visuals to Dashboard and Dashboard Tiles
    • Dashboard Widgets, Pinning Tiles
    • Introduction to Power BI Q&A, Asking questions about data, Fetching results using Q&A
    • Using Q&A to create a dashboard tile, Quick Insights in Power BI
    • Sharing and Collaborating Dashboard with Business Users
  • Hands-On
    • Creating a Dashboard
    • Pinning visuals to Dashboard
    • Adding text/video widgets to Dashboard
    • Sharing and Moving Dashboard to distributed app
    • Use of Power BI Q&A to question your data
  • Skills Gained
    • Dashboard creation from report
    • Enhancing dashboard usability
    • Importance of Q&A and Quick Insights

Module 9: Data Gateway, Security & Schedule Refresh

  • Security & Gateway
    • Report Security in Power BI
    • Introduction to Row-level Security (RLS)
    • Setting up and Enforcing Row-level security
    • Implementing Row-level security
    • Data Gateway & Report Scheduling — What is Data Gateway, Types of Gateway
    • Installing Data Gateway, System Requirements, Benefits of Data Gateway
    • Scheduled Refresh & Refreshing Data, Managing Data Source, Adding and removing a Data Source
  • Hands-On
    • Configuring & Implementing RLS
    • Managing datasets
    • Setting up On-Premise Data Gateway
    • Connecting Reports on Power BI Cloud with Local Data Files
    • Schedule dataset refresh
  • Skills Gained
    • Implement and manage security
    • Manage scheduled refresh and connectivity

Bonus Module: In-Class Project

  • Project
    • Building Sales Report & Dashboard from Scratch
    • Extracting Data from the Local Source
    • Transforming Data using Power Query
    • Cleaning, Shaping and Preparing the data
    • Loading Data to Power BI Desktop
    • Building Data Model, Visual and Charts
    • Row-level Security, Publishing Reports, Power BI Service, Creating Dashboard
  • Hands-On
    • Analyzing Sales data
    • Derive conclusions from the patterns and trends shown in the visualization
  • Skills Gained
    • Report and Dashboard creation
    • Publishing, sharing and collaborating with Business users

End of curriculum.