Power BI Mastery: Dashboard Reporting Essentials

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About Course

Power BI Mastery: Dashboard Reporting Essentials is a comprehensive course designed for individuals looking to master the essential skills required to create impactful and interactive dashboards using Microsoft Power BI. Whether you’re a business analyst, data professional, or someone wanting to dive into the world of data visualization, this course offers everything you need to elevate your reporting and decision-making capabilities.

What Will You Learn?

  • 1. Power BI Basics & Setup
  • Understand the core components of Power BI, including Power BI Desktop, Power BI Service, and Power BI Mobile.
  • Set up your Power BI environment and navigate the interface with ease.
  • Install Power BI Desktop and create your first reports and dashboards.
  • 2. Data Importing & Transformation
  • Learn how to connect to various data sources like Excel, SQL Server, Web APIs, and more.
  • Master the Power Query Editor to clean, transform, and shape your data for analysis.
  • Create efficient data models by building relationships between tables.
  • 3. Creating Compelling Visualizations
  • Design and build visually engaging charts, tables, and graphs.
  • Customize your visuals to match the data story you're telling.
  • Use advanced visualizations such as maps, KPIs, and gauges to represent data in creative ways.
  • 4. Designing Interactive Dashboards
  • Learn how to design user-friendly, interactive dashboards that empower users to explore data.
  • Utilize features like slicers, drillthrough, and tooltips for interactive data exploration.
  • Add buttons, bookmarks, and other interactive elements to enhance user engagement.
  • 5. Mastering DAX for Calculations
  • Gain hands-on experience with DAX (Data Analysis Expressions) to perform complex calculations.
  • Learn how to create calculated columns, measures, and time-based analysis.
  • Use DAX functions for advanced data modeling and dynamic reporting.
  • 6. Advanced Reporting Techniques
  • Implement advanced reporting features such as conditional formatting and dynamic visuals.
  • Learn best practices for optimizing report performance and ensuring responsiveness.
  • Explore time intelligence functions to analyze data over different periods (YOY, MOM, etc.).
  • 7. Power BI Service & Sharing Reports
  • Learn how to publish reports and dashboards to Power BI Service for cloud-based collaboration.
  • Share reports with team members and stakeholders, and understand permissions and data security.
  • Set up data refresh schedules to keep your reports up to date automatically.
  • 8. Best Practices for Dashboard Design
  • Understand the principles of effective dashboard design: clarity, simplicity, and focus.
  • Learn how to ensure your dashboards are accessible on both desktop and mobile devices.
  • Explore tips for optimizing performance and reducing load times for large datasets.
  • 9. Real-World Application & Project
  • Apply your learning by creating a fully interactive, real-world dashboard for a business scenario.
  • Showcase your skills in a capstone project, demonstrating your ability to build, share, and present data-driven insights.

Course Content

Module 1: Introduction to Power BI
Overview of Power BI What is Power BI? Key components: Power BI Desktop, Power BI Service, Power BI Mobile Understanding Power BI’s capabilities and use cases Navigating Power BI Desktop Interface Exploring the Power BI Desktop layout Introduction to the Report View, Data View, and Model View Setting Up Power BI Environment Installing Power BI Desktop Power BI account setup and Power BI Service overview

Module 2: Data Importing & Transformation
Connecting to Data Sources Importing data from Excel, SQL Server, Web, APIs, and more Using Power BI's in-built connectors Transforming Data with Power Query Introduction to Power Query Editor Cleaning and shaping data (remove duplicates, filter rows, split columns, etc.) Merging and appending queries Data Modeling Basics Creating relationships between tables Understanding primary keys and foreign keys Using the Data Model view for efficient design

Module 3: Building Visualizations
Creating Basic Visuals Using bar charts, line charts, pie charts, and tables Formatting and customizing visuals Working with Slicers and Filters Adding slicers for interactivity Setting up filters for dynamic report viewing Advanced Visuals Creating maps, gauges, and KPIs Using custom visuals from the Power BI marketplace

Module 4: Interactive Dashboards
Designing User-Friendly Dashboards Principles of effective dashboard design Choosing the right visuals for data storytelling Using Bookmarks and Selections Creating interactive experiences with bookmarks Adding buttons for navigation Drillthrough & Tooltips Enabling drillthrough functionality to explore data Customizing tooltips for deeper insights

Module 5: Advanced Reporting Techniques
Introduction to DAX (Data Analysis Expressions) Basic DAX functions: SUM, AVERAGE, COUNT Calculated columns vs. measures Writing custom DAX formulas for more complex analysis Time Intelligence in Power BI Working with dates and time periods Using DAX for period-to-period comparisons (YOY, MOM) Advanced Visual Analytics Conditional formatting in visuals Using analytics pane features (trend lines, moving averages, etc.)

Module 6: Power BI Service & Sharing Reports
Publishing Reports to Power BI Service Overview of Power BI Service Publishing reports and dashboards from Power BI Desktop Sharing and Collaboration Sharing reports with colleagues and stakeholders Creating workspaces and apps for organizational use Data Refresh and Scheduled Updates Setting up scheduled data refresh Managing data sources and credentials in Power BI Service

Module 7: Best Practices for Dashboard Design
Design Principles for Clarity and Usability Choosing the right chart types Ensuring consistency in design Avoiding clutter and focusing on key insights Mobile View Optimization Designing dashboards for mobile devices Ensuring responsive layouts for different screen sizes Performance Optimization Techniques for optimizing large datasets Reducing load time for better user experience

Module 8: Final Project & Certification
Capstone Project Apply your skills to create a comprehensive, interactive dashboard from scratch Use real-world data to demonstrate your reporting capabilities Course Wrap-Up & Next Steps Review of key concepts Guidance on continuing your Power BI learning journey Certification exam or assessment

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