Power BI: beginner level

Is it for you ?

This training course is designed for professionals who want to leverage their data using Power BI, even without prior experience and regardless of their industry. Analysts, project managers, sales and marketing professionals, and anyone looking to use data to inform decision-making.

Prerequisites

None

Mastering Power BI is about much more than just creating reports; it’s about knowing how to transform raw data into real drivers of action for your organization. Through our comprehensive, step-by-step training, you’ll develop the essential skills to connect, model, visualize, and share your data effectively. The content is divided into logical modules that follow the actual workflow in BI software.

Before creating reports, it is essential to understand Power BI and its role.

• Understand the power of Business Intelligence (BI) and data analysis.
• Discover the components: Power BI Desktop, Service (Cloud), and Mobile.
• Become familiar with the user interface and chart creation features.

The quality of a dashboard depends on the ability to clean and transform data.

• Connect the software to various data sources (Excel/CSV files, folders, the web).
• Use Power Query to clean up errors: filter, sort, and remove unnecessary data.
• Transform columns: split, merge, and add conditional columns for a clean model.

Modeling is the crucial step to ensure the effectiveness of your interactive dashboards:

• Understand the DAX (Data Analysis Expressions) language: create measures and calculated columns.
• Build a star schema (best practice) and manage the relationships between each table.
• Use functions such as SUM, COUNT, and the essential CALCULATE for contextual calculations

Visualize information dynamically to facilitate decision-making:

• Choose the most relevant visuals (charts, matrices, maps, KPIs).
• Create visualizations with a consistent and professional graphic theme.
• Improve navigation with bookmarks and buttons for a better user experience.

Learn how to securely publish and share your results within your organization:

• Publish your Power BI Desktop report to the online service.
• Create a summary dashboard to consolidate your group’s key metrics.
• Configure a data gateway for automatic data refresh.

To conclude this learning journey, this final module offers a structured review of the fundamentals and key points of business intelligence:

• Review of best practices: a walkthrough of each step of the process, from connecting to the data source to the final visualization.
• Q&A session: a group discussion to reinforce what you’ve learned and validate your understanding of DAX language as well as data cleaning techniques with Power Query.
• Skill-building tips: sharing of strategic resources to help you continue learning how to use the software’s new features.
• Bonus exercises: modeling and reporting challenges to test your independence before the end of the training.