Power BI

P Business Intelligence

Overview of Power BI

• What is Power BI? 
• Importance of Power BI in Business Intelligence 
• Power BI Ecosystem: Power BI Desktop, Power BI Service, Power BI Mobile 
• Key Features of Power BI

Getting Started with Power BI Desktop

• Installing Power BI Desktop 
• Navigating the Power BI Interface 
• Understanding the Power BI Canvas 
• Exploring Basic Visualizations (Tables, Columns, Bar Charts, Pie Charts)

Data Import and Transformation

• Importing Data from Various Sources (Excel, CSV, SQL Server, Web)  
• Understanding Queries and the Power Query Editor 
• Basic Data Cleaning (Removing Columns, Filtering, Sorting) 
• Data Transformation (Changing Data Types, Adding Columns)

Creating Basic Reports

• Creating Visualizations: Tables, Bar/Column charts, Pie charts, Line charts 
• Applying Basic Formatting 
• Adding Filters and Slicers 

Data Modeling and Advanced Transformation (Intermediate Level)

Understanding Data Model Concepts

• Relational Data Model (Tables, Relationships) 
• Types of Relationships: One-to-One, One-to-Many, Many-to-Many 
• Cardinality and Cross-Filtering
• Creating Relationships Between Tables

Advanced Power Query Techniques

• Data Merging and Appending 
• Grouping and Aggregating Data 
• Creating Custom Columns with M Code 
• Using Parameters in Queries

Using DAX (Data Analysis Expressions)

• Introduction to DAX o Calculated Columns vs. Measures
• Basic DAX Functions: SUM, COUNT, AVERAGE, MIN, MAX
• Filtering Functions in DAX (CALCULATE, FILTER) 
• Time Intelligence Functions (YTD, QTD, MTD)

Advanced Visualization Techniques

Customizing Visualizations

Creating Hierarchies in Visuals

Conditional Formatting 

Using Bookmarks for Interactivity 

Advanced Power BI and DAX (Advanced Level)

Advanced DAX Functions

• Using DAX for Financial Metrics (Year-over-Year, Moving Averages) 
• Iterative Functions (SUMX, AVERAGEX) 
• Advanced Time Intelligence (DATEADD, SAMEPERIODLASTYEAR) 
• Complex Filters and Context Manipulation (ALL, ALLEXCEPT, VALUES)

Optimizing Data Models

• Performance Optimization in Power BI 
• Reducing Data Size and Improving Query Performance 
• Using Aggregation Tables and Summary Tables

Advanced Visualizations

• Using Custom Visuals from Power BI Marketplace 
• Creating and Using Tooltips 
• Designing Dashboards with Multiple Reports 
• Creating Interactive Reports (Drill-Through, Drill-Down, Cross-filtering)

Power BI Service

• Publishing Reports to Power BI Service 
• Sharing and Collaborating on Power BI Reports 
• Data Gateways and Scheduled Refreshes 
• Managing Workspaces and Apps 
• Row-Level Security (RLS) Setup

Power BI Mobile

• Power BI Mobile App Features 
• Optimizing Reports for Mobile View

Data Governance and Security

Understanding Data Governance

• Power BI Security Overview
• Role-based Security in Power BI 
• Configuring Permissions for Power BI Content

Row-Level Security (RLS)

• Configuring RLS for Specific Users 
• Dynamic RLS Using DAX 
• Testing and Troubleshooting RLS

Audit Logs and Monitoring

• Power BI Usage Analytics
• Accessing and Interpreting Power BI Activity Logs
• Governance Best Practices in Power BI 

Power BI Integration and Automation

• Power BI and Excel Integration
• Importing and Connecting Power BI Data into Excel
• Exporting Power BI Data to Excel 
• Analyzing Power BI Data in Excel Using Power Pivot and Power Query

Power BI with Other Microsoft Tools

• Power BI with Power Automate (Automating Workflows) 
• Power BI with Power Apps (Embedding Power BI in Apps) 
• Power BI with Azure (Connecting Power BI to Azure SQL Database)

Power BI API

• Introduction to Power BI REST API 
• Embedding Power BI Reports in Custom Applications
• Automating Power BI Reporting via API

Power BI with SQL and Azure Data Lake

• Connecting Power BI to Azure Data Lake
• Working with Large Datasets Using DirectQuery
• Querying Data from SQL Server 

Case Studies and Real-World Applications

Case Studies

• Real-World Applications of Power BI in Various Industries
• Building a Complete Power BI Dashboard from Scratch

Capstone Project

• Designing a Full Dashboard Solution 
• End-to-End Power BI Workflow (Data Import, Model, DAX, Visualizations)
• Deploying and Sharing Reports on Power BI Service