Microsoft Office
Microsoft Power BI
This training focuses on leveraging Power BI to transform raw data into interactive and insightful visualizations. Participants will learn how to connect to various data sources, create compelling dashboards and reports, and share insights with stakeholders. This course emphasizes the ability to make data driven decisions and gain a deeper understanding of business performance.
Objectives
- Understand the Power BI ecosystem from data connection to decision-making.
- Prepare and transform diverse data sources using Power Query.
- Master data modeling essentials and apply DAX for calculations.
- Design effective and interactive data visualizations and dashboards.
- Publish and share reports securely, managing workspaces and access.
- Apply Power BI skills to real-life business scenarios and projects.
Target audience
- Business analysts, data analysts, managers, and anyone who needs to visualize and analyze data for business intelligence purposes.
Program outline
A clear structure for the learning journey.
Outline points are grouped in one designed block instead of being treated as separate module cards.
01Introduction to Power BI4 topics
- Understanding Business Intelligence and Data Analytics
- Overview of Power BI ecosystem (Desktop, Service, Mobile)
- Power BI workflow: From data to decision-making
- Installing Power BI Desktop and navigating the interface
02Connecting to Data Sources4 topics
- Importing data from Excel, CSV, databases, and web sources
- Connecting to SharePoint, SQL Server, and cloud sources
- Understanding DirectQuery vs Import mode
- Refreshing and scheduling data updates
03Data Preparation and Transformation with Power Query5 topics
- Using Power Query Editor for data cleansing
- Removing duplicates and null values
- Transforming columns: splitting, merging, and formatting
- Creating calculated columns and conditional columns
- Understanding applied steps and transformation tracking
04Data Modeling Essentials4 topics
- Creating and managing relationships between tables
- Understanding cardinality and cross-filter direction
- Building a star schema vs snowflake schema
- Creating calculated tables and measures
05Introduction to DAX (Data Analysis Expressions)5 topics
- Understanding the role of DAX in Power BI
- Basic DAX functions: SUM, AVERAGE, COUNT, DISTINCTCOUNT
- Logical functions: IF, SWITCH
- Time intelligence functions: YTD, MTD, SAMEPERIODLASTYEAR
- Calculated columns vs Measures – when to use which
06Data Visualization Best Practices5 topics
- Understanding different visual types: bar, line, pie, map, KPI, gauge, etc.
- Choosing the right visuals for your data
- Sorting, filtering, and formatting visuals
- Using slicers and filters effectively
- Drill-down, drill-through, and hierarchical visuals
07Designing Interactive Dashboards5 topics
- Creating multi-page reports
- Using bookmarks and navigation buttons
- Adding tooltips and interactive elements
- Syncing slicers across pages
- Applying themes and templates for consistency
08Advanced Visuals and Custom Visuals5 topics
- Creating and using matrix and table visuals
- Using decomposition trees and Q&A visuals
- Exploring custom visuals from the marketplace
- Using ArcGIS maps and filled map visuals
- Conditional formatting in tables and charts
09Publishing and Sharing Reports5 topics
- Publishing reports to Power BI Service
- Managing workspaces, dashboards, and datasets
- Creating dashboards in the Power BI web app
- Sharing reports with users inside and outside the organization
- Understanding licensing: Free vs Pro vs Premium
10Power BI Mobile and Alerts3 topics
- Using Power BI on mobile devices
- Setting up data-driven alerts and subscriptions
- Creating mobile-optimized views
11Row-Level Security (RLS) and Data Governance4 topics
- Creating roles and assigning filters
- Implementing RLS for different user groups
- Best practices in securing data access
- Overview of data lineage and audit logs
12Real-Life Use Case and Project7 topics
- End-to-end business scenario (e.g., sales, HR, or finance dashboard)
- Group project: building a complete dashboard from raw data
- Presentation and feedback session Bonus Topics (Optional)
- Introduction to Power Automate with Power BI
- Exporting reports to PDF and embedding in websites
- Integrating Excel with Power BI
- Using Python/R scripts in Power BI for advanced analytics
Materials provided
- ○ Slides used during the sessions
- ○ Group activities and exercises
- ○ Worksheets and templates
- ○ Case studies relevant to the course
- ○ 4D Certificate of Completion issued by The Fourth Dimension Training & Consultancy
- ○ Post-course support for technical queries and guidance
Training Options
Programs can be delivered in-house, online, or in a blended format depending on your team's schedule, location, and learning objectives. When an external certificate or exam is included, certification rules and fees remain under the relevant awarding body's policies, while 4D provides the training and preparation support.
Why choose 4D
At The Fourth Dimension Training & Consultancy, we don't believe in one-size-fits-all solutions. Each course we offer is carefully tailored to meet the unique goals, industry challenges, and team dynamics of your organization. Our expert trainers bring decades of hands-on experience and guide participants using real-world case studies, practical tools, and interactive methods. This ensures not only theoretical understanding but also direct relevance to the day-to-day work of your employees. We collaborate closely with your team to adjust content, language, and examples so that the training resonates deeply and delivers lasting impact.
Related courses
Advanced Power BI, DAX and Microsoft Fabric Analytics
This advanced analytics course helps Power BI users build stronger models, dashboards, and reporting solutions using DAX and Microsoft Fabric concepts. Participants learn data modeling, advanced measures, performance improvement, governance, semantic models, and practical reporting patterns for business decision-making.
View courseMicrosoft Access
This training provides a comprehensive introduction to Microsoft Access for database management and design. Participants will learn how to create and manage databases, design tables and forms, write queries, and generate reports. This course emphasizes the ability to organize and retrieve data efficiently using relational databases.
View courseMicrosoft Copilot and AI Productivity for Microsoft 365
This practical course helps professionals use Microsoft Copilot and AI features across Microsoft 365 to improve writing, email, meetings, analysis, presentations, and daily productivity. Participants learn how to prompt effectively, review AI outputs, protect confidential information, and build repeatable AI-assisted workflows.
View course