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.
Program outline
Outline points are grouped in one designed block instead of being treated as separate module cards.
Module 1: Introduction to Power BI
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
Module 2: Connecting to Data Sources
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
Module 3: Data Preparation and Transformation with Power Query
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
Module 4: Data Modeling Essentials
Creating and managing relationships between tables
Understanding cardinality and cross-filter direction
Building a star schema vs snowflake schema
Creating calculated tables and measures
Module 5: Introduction to DAX (Data Analysis Expressions)
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
Module 6: Data Visualization Best Practices
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
Module 7: Designing Interactive Dashboards
Creating multi-page reports
Using bookmarks and navigation buttons
Adding tooltips and interactive elements
Syncing slicers across pages
Applying themes and templates for consistency
Module 8: Advanced Visuals and Custom Visuals
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
Module 9: Publishing and Sharing Reports
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
Module 10: Power BI Mobile and Alerts
Using Power BI on mobile devices
Setting up data-driven alerts and subscriptions
Creating mobile-optimized views
Module 11: Row-Level Security (RLS) and Data Governance
Creating roles and assigning filters
Implementing RLS for different user groups
Best practices in securing data access
Overview of data lineage and audit logs
Module 12: Real-Life Use Case and Project
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.
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