Overview

This course provides practical, hands-on training in Microsoft Power BI, a leading business intelligence tool for data analysis, visualization, and reporting. Designed for monitoring and evaluation professionals, researchers, and decision-makers, the course equips participants with skills to connect, transform, model, and analyze large datasets, and to develop interactive dashboards and reports that support evidence-based decision making.

Target Audience

This course is useful for professionals who use data as part of their work and who need to make decisions from data analysis. Those with prior understanding of programming and statistics finds it easier to take this course.

Learning Outcomes / Objectives

By the end of this course, the participants will be able to:

• Connect, import, shape, and transform data for business intelligence (BI)
• Visualize data, create reports, and schedule automated data reports
• Create and share report dashboards
• Utilize Power BI API and mobile app
• Use natural language queries
• Create real-time dashboards

Duration

5 days

Modules / Course Content

Module 1: Introduction Introduction to Power BI

• Uses of Power BI
• Components of Power BI
• Features of Power BI
• Power BI workflow
• Self Service ETL (Extract Transform Load)
• Download and Install BI Desktop
• Setup and configuration of Power BI

Understanding Power BI Screen

• Report, data and relationship
• Add, rename, duplicate, hide and delete pages

Connecting to Data Sources

• Getting data from excel files
• Getting data from text files
• Loading data from multiple data sources
• Removing unwanted columns from tables

Module 2: Data Transformation Data Cleaning and Management in Power BI (Power Query)

• Setting up the header row (using the first rows of the data)
• Renaming fields
• Changing/replacing data values
• Changing data types
• Changing the order of columns
• Pivoting and un-pivoting data
• Grouping and splitting columns
• Extracting data
• Adding new fields/columns

Power BI Filters

• Slicer
• Basic filters
• Advanced filters
• Top N Filters
• Filters on measures
• Page level filters
• Report level filters
• Drill through filters
• Generating queries (native queries vs unfold queries)

Modeling

• Table relationship (one to one, one to many, many to many)
• Data Analysis Expression (DAX)
• Measures and calculated Columns
• Mastering DAX using quick measures

Module 3: Visualization and Charts (Power View) Power BI Charts

• Clustered and stacked column Chart
• Clustered and stacked bar Chart
• Introducing natural-language queries
• Importing custom visuals
• Line chart & area chart
• Line and clustered column chart
• Line and stacked column chart
• Ribbon & waterfall chart
• Funnel & tree map visuals
• Pie-chart and doughnut chart
• Table chart and matrix chart
• Slicer, gauge, card visuals

Other visualization

• Map and filled map
• ArcGIS maps for Power BI
• KPI
• Q & A visual
• Fine tune your visualization using parameters and slicers
• Deciding on when to use a particular visual

Module 4: Power BI Dashboards Building and Sharing a Dashboard

• Workspace
• Datasets
• Reports
• Create dashboard
• Modify and update dashboard
• Share your dashboard
• Power Q&A and Insights

Best Practices for Power BI Dashboards

• Dashboard best practices
• Understanding relationship
• Dashboard actions
• Add reports to a dashboard
• Add title to dashboard
• How to add image to dashboard
• Add video to dashboard
• Add web content to dashboard
• Dashboard settings
• Delete a dashboard
• Pin report to a dashboard

Configuring Data Refresh

• Types of data refresh (Package Refresh, Model/Data refresh, Tile Refresh, Visual/Container Refresh)
• Understand & configure data management gateways
• Configuring & scheduling data refresh

Module 5: Other Topics Data Security in Power BI

• Configuring row level security
• Setting up user roles

Power BI for Mobile

• Configuring Power BI for Mobile
• Visualize dashboards and report on Power BI Mobile
• Commenting on reports and dashboards in Power BI Mobile

Excel Power BI

• Power Query and Power Pivot on Excel
• Visualize and Edit Power BI reports using excel analyzer
• Building reports on Excel and publishing to Power BI service

Sharing Power BI Work

• Inviting users (internal and external) to see a dashboard (share dashboard)
• Share a report
• Sharing workspace
• Data refresh in Power BI

Training Methodology

The course will employ a hands-on, practical approach to ensure participants develop both conceptual understanding and technical proficiency. Each module will integrate interactive lectures, guided software demonstrations, and individual or group exercises based on real-world illustrations. Participants will receive continuous feedback and personalized coaching to reinforce learning. By the end of the training, they will have completed a mini project that demonstrates their ability to apply the acquired skills in a practical context.

More Details

Upon successful completion of this course, participants will be issued a certificate.