Power BI Fundamentals

CONTENTS

1. Overview of Power BI

• Understanding Power BI and its purpose

• Exploring core components: Desktop, Service, and Mobile platforms

• Comparison of Power BI with Microsoft Excel

2. Power BI Desktop Essentials

• Setup and installation of Power BI Desktop

• Navigating the interface and features

• Integrating data from various sources (Excel, CSV, SQL, Web)

3. Importing and Transforming Data

• Introduction to Power Query Editor

• Techniques for data cleaning and preparation

• Combining datasets through merge and append

• Managing missing values and data anomalies

4. Building a Data Model

• Defining table relationships

• Understanding schema types: star vs. snowflake

• Creating custom fields with calculated columns and measures

• Fundamentals of DAX (Data Analysis Expressions)

5. Designing Visual Reports

• Building common charts and visuals (bar, line, pie, table, cards)

• Implementing slicers and interactive filters

• Customizing visuals with formatting tools

• Using tooltips and enabling drill-down capabilities

6. Crafting Dashboards and Reports

• Principles of effective dashboard layout

• Developing interactive user-friendly reports

• Enhancing visual appeal with titles and labels

• Utilizing bookmarks and navigation features

7. Sharing and Collaboration

• Publishing reports to the Power BI Service

• Creating dashboards from published reports

• Setting up access permissions and sharing securely

• Leveraging mobile access to view reports

8. Power BI Service Walkthrough

• Understanding workspaces and their purpose

• Differentiating datasets, reports, and dashboards

• Scheduling and managing data refreshes

9. Introduction to DAX Calculations

• Key functions: SUM, AVERAGE, COUNT, DISTINCTCOUNT

• Logical and relational functions: IF, SWITCH, RELATED, CALCULATE

• Basic time intelligence functions (e.g., YTD, MTD, Previous Year)

10. Capstone Project

• Creating a complete report pipeline from raw data to final dashboard

• Working on practical examples such as sales and HR analytics