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Fundamentals of Power BI

This course introduces participants to Microsoft Power BI as a modern business intelligence and reporting tool for transforming raw data into meaningful insights. Designed for beginners, the program focuses on building confidence in navigating the Power BI environment, creating clear and interactive visualizations, and developing a solid understanding of data connections and modeling. By the end of the course, participants will be equipped with the foundational skills needed to build reports, explore data visually, and progress toward more advanced analytics work.

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

1. Navigate and configure Power BI effectively, gaining a clear understanding of its core tools, views, and capabilities
2. Design and customize a variety of visuals—including charts, matrices, slicers, and cards—to present trends and insights clearly
3. Apply report-level interactions and filtering techniques to enhance user experience and analysis
4. Connect, clean, and transform data using Power Query
5. Define and implement basic data modeling concepts, including table relationships and key identifiers, to support scalable and efficient reports

Who This Course Is For

• Beginners with little or no experience using Power BI
• Professionals transitioning from Excel-based reporting to Power BI
• Analysts, supervisors, and managers who need interactive dashboards
• Teams beginning their journey into business intelligence and data visualization

Training Methodologies

• Hands-on guided exercises that allow participants to apply concepts immediately using realistic datasets and reporting scenarios.
• Progressive practice activities per module, reinforcing learning through repetition, exploration, and guided discovery, with encouragement to explore community and learning resources beyond the session.

Outline

1. The Power BI Interface

• Setting up Power BI for first-time use
• Understanding the Power BI interface and main views

2. Using Power BI for Data Visualization

• Adding simple objects to the Power BI canvas
• Creating basic charts and applying formatting options
• Modifying visual formats
• Changing colors of visual elements
• Editing titles
• Editing and modifying values
• Modifying visuals for mobile view
• Applying report filtering options
• Using basic filters
• Applying advanced filters and Top N filters
• Creating basic matrix visuals
• Modifying tooltips
• Using slicers
• Modifying interactions between visuals
• Creating basic card visuals
• Publishing Power BI reports

3. Connecting Data Using Power Query

• Using the Query Editor
• Adding conditional columns
• Performing text-related data transformations
• Applying math formulas in Power Query
• Using Power Query date tools
• Importing data using the folder approach
• Managing data source settings
• Formatting and standardizing data

4. Data Modeling Using Table Relationships

• Introduction to table relationships
• Understanding primary keys and foreign keys
• Creating relationships between data sources
• Editing and managing table relationships​

5. Using Power BI AI Tools

• Q&A Visual
• Key Influencers
• Decomposition Tree (with AI splits)
• Smart Narratives

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