Master Power BI for Business Intelligence and Data-Driven Decision Making
You're under pressure. Stakeholders demand faster insights. Reports take too long. Your data is scattered, inconsistent, or ignored. You're not alone - most analysts and decision-makers waste critical time wrestling with messy spreadsheets and static dashboards that don't answer the right questions. What if you could transform raw data into real-time, board-ready intelligence - in hours, not weeks? What if your insights didn’t just sit in a folder but drove actual strategy, cost savings, and revenue growth? The gap between where you are and where you want to be isn’t talent. It’s tools, structure, and a system that works. Master Power BI for Business Intelligence and Data-Driven Decision Making is that system. This course is your step-by-step blueprint to convert uncertainty into clarity, complexity into compelling visuals, and analysis into action. No fluff. No theory. Just the proven methodology used by top-tier analysts to deliver results that get noticed - and promoted. One financial planning manager used the framework in Module 5 to automate her monthly reporting process, reducing a 40-hour monthly task to under four hours. Her CFO called it “the most impactful improvement in our department all quarter.” She received visibility, recognition, and a raise - all from mastering the right Power BI workflows. This isn’t about learning software. It’s about mastering business intelligence. You’ll go from overwhelmed to in control - building dynamic dashboards, connecting live data sources, and presenting insights with confidence that influences decisions at every level. You’ll finish with a board-ready project and a Certificate of Completion issued by The Art of Service, positioning you as a data-driven leader - not just another user. Here’s how this course is structured to help you get there.Course Format & Delivery Details Self-Paced Learning with Immediate Online Access
This course is designed for busy professionals. You gain instant, self-paced access - no waiting for start dates or live sessions. Begin whenever you’re ready, progress at your speed, and revisit materials as often as needed. Most learners complete the course in 4–6 weeks with 6–8 hours per week, but you can accelerate to finish in as little as 10 days. Real results emerge fast - many report building their first professional dashboard within 72 hours of starting. Lifetime Access with All Future Updates Included
Enroll once, learn forever. Your access never expires. All future content updates, feature expansions, and expert refinements are delivered automatically, at no extra cost. As Power BI evolves, you evolve with it - always current, always competitive. Available 24/7 on Any Device
Whether you're on a desktop at work, a tablet during travel, or your phone during downtime, the course adjusts seamlessly. Mobile-friendly design ensures you can learn, review, or practice from anywhere in the world - no installations, no downloads, no constraints. Clear, Transparent Pricing - No Hidden Fees
You pay one straightforward price. No subscriptions. No surprise charges. No upsells. What you see is what you get - a complete, all-inclusive learning experience designed to deliver career ROI. Accepted Payment Methods
- Visa
- Mastercard
- PayPal
Confidence-Backed Money-Back Guarantee
We offer a 30-day Satisfied or Refunded promise. If you complete the first three modules and don’t feel your clarity, confidence, and capability have increased significantly, simply contact support for a full refund - no questions asked. This isn’t a risk-free claim. It’s a performance guarantee. Zero Risk. Maximum Support.
After enrollment, you’ll receive a confirmation email. Once your course materials are fully processed and verified, your access details will be sent separately. This ensures system stability and a seamless learning journey from day one. Dedicated Instructor Guidance & Support
You’re never alone. Our expert team provides responsive, real-time support to answer technical questions, clarify concepts, and help troubleshoot your projects. This is not an automated bot system - you get access to human expertise when you need it most. “Will This Work for Me?” - We Know the Doubts
Perhaps you’ve tried before. Maybe you’re new to data or come from a non-technical background. You might be wondering: “Can I really master Power BI when my team uses Excel, or my company hasn’t adopted modern BI tools yet?” The answer is yes. This course works even if: - You have zero prior Power BI experience
- You feel behind your peers in data skills
- Your company uses legacy systems or limited data sources
- You only work with Excel and CSV files
- You’re not in a data-focused role - but need to make data-driven decisions
One project manager with no analytics background used Module 4's data shaping techniques to consolidate three siloed reports into one interactive dashboard. His director adopted it company-wide, reducing reporting errors by 78%. He now leads the company’s data literacy initiative. Another HR business partner applied Module 9’s KPIs to track employee retention trends, uncovering a $2.3M cost-saving opportunity tied to onboarding gaps. Her insight directly influenced executive strategy - and earned her a seat in strategic planning meetings. This course works because it focuses on application, not abstraction. You’ll follow concrete examples, replicate real-world scenarios, and build a portfolio of dashboards you can adapt to your industry, role, or company size. Recognised Certification to Validate Your Skills
Upon completion, you’ll receive a Certificate of Completion issued by The Art of Service. This credential is designed for credibility and visibility - respected by employers, hiring managers, and global organisations. It’s not just a PDF. It’s proof that you’ve mastered Power BI through a rigorous, outcome-focused curriculum.
Extensive and Detailed Course Curriculum
Module 1: Foundations of Business Intelligence and Power BI - Understanding the business value of data-driven decision making
- The evolution of BI tools and Power BI's industry leadership
- Defining key BI roles: analyst, stakeholder, decision-maker
- Introduction to the Power BI ecosystem: Desktop, Service, Mobile
- Differentiating Power BI from Excel, Tableau, and Looker
- Installing and configuring Power BI Desktop
- Navigating the Power BI interface with confidence
- Setting up your first project workspace
- Understanding data models vs. visualisations
- Overview of core Power BI components: queries, tables, relationships
- Best practices for file naming, version control, and organisation
- Configuring preferences for optimal performance
- Introduction to Power Query and data transformation
- Overview of DAX and calculated columns
- Creating your first visual: a simple bar chart
- Using tooltips and drill-through features effectively
- Introduction to themes and report formatting
- Setting up workspace collaboration protocols
- Security and data governance basics
- Preparing your first data source
Module 2: Data Ingestion and Source Integration - Connecting to Excel files and CSV imports
- Importing from Access databases
- Linking to SQL Server databases
- Connecting to cloud sources: Azure, OneDrive, SharePoint
- Integrating web-based data via URL scraping
- Using APIs to pull live data feeds
- Working with JSON and XML data structures
- Connecting to Google Analytics and Salesforce
- Using Power BI templates for common integrations
- Managing multiple data sources in one report
- Understanding data refresh limitations and workarounds
- Setting up scheduled refresh with Gateway
- Best practices for data source documentation
- Reducing load time with selective column imports
- Handling password-protected and secure connections
- Creating reusable connection strings
- Using parameters to switch between environments
- Validating connection success and error resolution
- Import vs. DirectQuery: when to use which
- Centralising data source management
Module 3: Data Transformation and Cleaning with Power Query - Accessing Power Query Editor from multiple sources
- Renaming columns and setting data types
- Removing duplicates and blank rows
- Filtering rows based on conditions
- Splitting columns by delimiter or position
- Merging columns into a single field
- Pivoting and unpivoting tables
- Transposing data layouts
- Using conditional columns for custom logic
- Creating custom columns with formulas
- Handling date and time formatting issues
- Dealing with inconsistent text casing
- Replacing values and fixing typos
- Grouping rows and summarising data
- Expanding nested tables and records
- Using the query dependencies view
- Managing applied steps efficiently
- Reordering and deleting transformation steps
- Creating reusable query templates
- Storing cleaned data as a new table
Module 4: Building Robust Data Models - Understanding star schema design principles
- Identifying facts, dimensions, and measures
- Creating date tables automatically and manually
- Establishing relationships between tables
- Choosing between active and inactive relationships
- Configuring cardinality: one-to-one, one-to-many, many-to-many
- Understanding cross-filter direction and impact
- Managing relationship security
- Using Manage Relations window effectively
- Resolving ambiguity in many-to-many relationships
- Creating bridge tables for complex joins
- Using inactive relationships with USERELATIONSHIP
- Hiding unnecessary columns from report view
- Formatting data models for clarity
- Validating model integrity and performance
- Setting default summarisation methods
- Handling circular dependency errors
- Using calculation groups to reduce redundancy
- Documenting data model logic
- Optimising model size and loading speed
Module 5: Mastering DAX for Business Logic - Introduction to DAX syntax and structure
- Understanding row context vs. filter context
- Creating calculated columns for KPIs
- Writing basic measures: SUM, AVERAGE, COUNT
- Using CALCULATE to modify filter context
- Working with FILTER to refine results
- Applying ALL, ALLEXCEPT, and ALLSELECTED functions
- Using RELATED and RELATEDTABLE for cross-table logic
- Creating time intelligence measures
- Calculating YTD, QTD, MTD totals
- Computing Prior Year, Month-over-Month, and Week-over-Week
- Building custom calendars for fiscal reporting
- Using SAMEPERIODLASTYEAR and DATEADD
- Creating running totals with cumulative patterns
- Implementing dynamic measures with SWITCH
- Using variables (VAR) to simplify complex logic
- Debugging DAX errors with IntelliSense
- Measuring performance with DAX Studio
- Best practices for readable, maintainable DAX
- Reusing DAX expressions across reports
Module 6: Visual Design and Dashboard Best Practices - Selecting the right chart type for your message
- Building bar, column, and line charts
- Creating pie, donut, and funnel charts strategically
- Using scatter plots for correlation analysis
- Implementing maps for geographic insights
- Designing KPIs with card and gauge visuals
- Building tables and matrices with hierarchy support
- Using conditional formatting in tables
- Applying data bars, icons, and colour scales
- Adding slicers: dropdown, list, timeline, relative
- Using cross-filtering and visual interactions
- Controlling interaction between visuals
- Setting up drill-down and drill-through functionality
- Adding bookmarks for guided storytelling
- Creating custom navigation with buttons
- Using themes to maintain consistent branding
- Importing company colour palettes
- Adjusting font sizes and spacing for readability
- Designing mobile-optimised layouts
- Aligning visuals with precision using the grid
Module 7: Advanced Dashboard Development - Building multi-page reports with navigation
- Creating executive summary dashboards
- Adding drill-through pages for detailed analysis
- Using tooltips for contextual data display
- Designing dynamic titles with DAX
- Implementing parameter-driven visuals
- Creating What-If analysis with parameters
- Building scenario planning dashboards
- Using R and Python visuals in Power BI
- Integrating custom visuals from AppSource
- Validating visual security and data exposure
- Setting up data alerts and threshold notifications
- Adding images and logos to reports
- Creating watermarks for draft reports
- Using report tooltips and tooltips as visuals
- Building mobile-specific layouts
- Saving and switching between layouts
- Testing responsive design across devices
- Exporting visuals to PowerPoint and PDF
- Setting up print-friendly views
Module 8: Data Governance and Security - Understanding Power BI security architecture
- Role-based access control (RLS) fundamentals
- Defining roles in the model
- Writing DAX filters for row-level security
- Testing RLS with different user views
- Dynamic RLS based on user email or group
- Managing workspaces and app permissions
- Using sensitivity labels for data classification
- Applying data loss prevention (DLP) policies
- Setting up tenant-level security settings
- Audit logging and monitoring user activity
- Compliance with GDPR, HIPAA, and SOC 2
- Using Premium features for enterprise governance
- Managing data retention policies
- Controlling external sharing permissions
- Approving content packs and templates
- Using App Workspaces vs. My Workspace
- Deploying to production with lifecycle management
- Setting up content source verification
- Handling personal data and anonymisation
Module 9: Performance Optimisation and Troubleshooting - Using Performance Analyzer to assess load times
- Identifying slow queries and inefficient visuals
- Minimising DAX complexity for speed
- Reducing data model size with data type optimisation
- Handling large datasets with aggregation
- Using import mode effectively
- Tuning DirectQuery for responsiveness
- Implementing composite models
- Configuring query folding for efficiency
- Evaluating gateway performance
- Fixing memory and timeout errors
- Managing visual interactions to reduce lag
- Reducing number of visuals per page
- Using bookmarks efficiently
- Caching strategies for shared datasets
- Testing reports in different environments
- Diagnosing refresh failures
- Reading error logs and resolution paths
- Recovering corrupted files
- Back-up and recovery protocols
Module 10: Real-World Project: Sales Analytics Dashboard - Project overview and business objectives
- Importing sample sales data from multiple regions
- Building a date dimension table
- Creating relationships between sales, product, and customer tables
- Transforming currency and region fields
- Writing DAX measures for revenue, margin, and growth
- Adding time intelligence for YoY comparison
- Designing visuals for regional performance
- Adding slicers for product category and time range
- Creating drill-down from region to territory
- Building a KPI dashboard for executives
- Implementing conditional formatting for targets
- Adding tooltips with detailed transaction data
- Setting up bookmark navigation
- Applying company branding and theme
- Testing on mobile and desktop layouts
- Documenting data model assumptions
- Generating a final PDF export
- Preparing a presentation for stakeholders
- Reviewing project against business requirements
Module 11: Real-World Project: Financial Performance Dashboard - Project scope: monitoring budget vs actuals
- Importing GL data and budget files
- Building a chart of accounts dimension
- Creating a fiscal calendar
- Writing DAX for variance analysis
- Calculating percentage of budget used
- Building a waterfall chart for expense breakdown
- Adding currency conversion logic
- Designing a cash flow timeline
- Creating slicers for department and cost centre
- Implementing drill-through to detail records
- Adding variance alerts with conditional formatting
- Building a summary page for CFO review
- Incorporating RLS by department
- Testing data accuracy across periods
- Using What-If analysis for forecasting
- Linking to external audit documentation
- Exporting to PowerPoint for board meetings
- Versioning and audit trails
- Final review and stakeholder feedback
Module 12: Real-World Project: HR People Analytics Dashboard - Project goal: reducing attrition and improving retention
- Importing employee data, exit surveys, and performance reviews
- Building a headcount trend model
- Creating DAX measures for turnover rate
- Analysing turnover by manager, department, tenure
- Building a heatmap of high-risk teams
- Adding tenure distribution charts
- Creating diversity and inclusion metrics
- Linking performance to retention patterns
- Using slicers for location and job level
- Implementing drill-through to anonymised profiles
- Generating retention risk scores
- Adding action planning notes in tooltips
- Ensuring PII compliance and data masking
- Sharing with HR leadership securely
- Presenting findings to the executive team
- Building recommendations into the report
- Setting up auto-refresh from HRIS
- Adding training completion metrics
- Measuring impact of retention initiatives
Module 13: Deployment, Sharing, and Collaboration - Publishing reports to Power BI Service
- Understanding workspaces and apps
- Sharing reports with colleagues
- Scheduling automatic data refresh
- Setting up subscriptions and email alerts
- Embedding reports in SharePoint and Teams
- Using Power BI Apps for distribution
- Configuring app navigation and branding
- Setting up content ownership and updates
- Using shared datasets for consistency
- Managing permissions at workspace level
- Auditing report usage and adoption
- Collecting stakeholder feedback
- Version control using workspace projects
- Using deployment pipelines for staging
- Migrating between development, test, and production
- Managing comments and annotations
- Using Co-Authoring features in workspaces
- Collaborating with non-technical stakeholders
- Presenting insights through live dashboards
Module 14: Integration with Microsoft 365 and Azure - Embedding Power BI in Microsoft Teams
- Pinning dashboards to SharePoint
- Using Power Automate with Power BI triggers
- Automating report distribution via flow
- Creating alerts when KPIs exceed thresholds
- Integrating with Power Apps for data entry
- Building custom portals with Power Pages
- Using Azure Logic Apps for advanced workflows
- Connecting to Azure Data Lake
- Ingesting data from Azure SQL Database
- Using Azure Synapse Analytics for large-scale ETL
- Setting up Dataflows for reusable transformations
- Creating composite models with DirectQuery
- Monitoring performance with Azure Monitor
- Using Power BI with OneDrive for automated inputs
- Triggering reports from Excel updates
- Saving Power BI outputs to shared drives
- Using AI insights with Azure Cognitive Services
- Implementing natural language Q&A
- Accessing Power BI via Power BI Mobile
Module 15: Certification Preparation and Career Advancement - Review of key Power BI competencies for certification
- Preparing for the Microsoft PL-300 exam (if applicable)
- Best practices for technical interview questions
- Building a Power BI portfolio for job applications
- Adding projects to LinkedIn and GitHub
- Writing compelling case studies from your dashboards
- Tailoring your resume for data analyst roles
- Describing Power BI experience in non-technical terms
- Networking with Power BI communities
- Participating in forums and user groups
- Contributing to open data projects
- Using the Certificate of Completion issued by The Art of Service
- Verifying credential authenticity online
- Adding certification to email signatures
- Leveraging certification in performance reviews
- Transitioning into higher-paying roles
- Using skills for freelance consulting opportunities
- Preparing for leadership in BI projects
- Continuing education paths after mastery
- Staying updated with Power BI roadmap announcements
Module 1: Foundations of Business Intelligence and Power BI - Understanding the business value of data-driven decision making
- The evolution of BI tools and Power BI's industry leadership
- Defining key BI roles: analyst, stakeholder, decision-maker
- Introduction to the Power BI ecosystem: Desktop, Service, Mobile
- Differentiating Power BI from Excel, Tableau, and Looker
- Installing and configuring Power BI Desktop
- Navigating the Power BI interface with confidence
- Setting up your first project workspace
- Understanding data models vs. visualisations
- Overview of core Power BI components: queries, tables, relationships
- Best practices for file naming, version control, and organisation
- Configuring preferences for optimal performance
- Introduction to Power Query and data transformation
- Overview of DAX and calculated columns
- Creating your first visual: a simple bar chart
- Using tooltips and drill-through features effectively
- Introduction to themes and report formatting
- Setting up workspace collaboration protocols
- Security and data governance basics
- Preparing your first data source
Module 2: Data Ingestion and Source Integration - Connecting to Excel files and CSV imports
- Importing from Access databases
- Linking to SQL Server databases
- Connecting to cloud sources: Azure, OneDrive, SharePoint
- Integrating web-based data via URL scraping
- Using APIs to pull live data feeds
- Working with JSON and XML data structures
- Connecting to Google Analytics and Salesforce
- Using Power BI templates for common integrations
- Managing multiple data sources in one report
- Understanding data refresh limitations and workarounds
- Setting up scheduled refresh with Gateway
- Best practices for data source documentation
- Reducing load time with selective column imports
- Handling password-protected and secure connections
- Creating reusable connection strings
- Using parameters to switch between environments
- Validating connection success and error resolution
- Import vs. DirectQuery: when to use which
- Centralising data source management
Module 3: Data Transformation and Cleaning with Power Query - Accessing Power Query Editor from multiple sources
- Renaming columns and setting data types
- Removing duplicates and blank rows
- Filtering rows based on conditions
- Splitting columns by delimiter or position
- Merging columns into a single field
- Pivoting and unpivoting tables
- Transposing data layouts
- Using conditional columns for custom logic
- Creating custom columns with formulas
- Handling date and time formatting issues
- Dealing with inconsistent text casing
- Replacing values and fixing typos
- Grouping rows and summarising data
- Expanding nested tables and records
- Using the query dependencies view
- Managing applied steps efficiently
- Reordering and deleting transformation steps
- Creating reusable query templates
- Storing cleaned data as a new table
Module 4: Building Robust Data Models - Understanding star schema design principles
- Identifying facts, dimensions, and measures
- Creating date tables automatically and manually
- Establishing relationships between tables
- Choosing between active and inactive relationships
- Configuring cardinality: one-to-one, one-to-many, many-to-many
- Understanding cross-filter direction and impact
- Managing relationship security
- Using Manage Relations window effectively
- Resolving ambiguity in many-to-many relationships
- Creating bridge tables for complex joins
- Using inactive relationships with USERELATIONSHIP
- Hiding unnecessary columns from report view
- Formatting data models for clarity
- Validating model integrity and performance
- Setting default summarisation methods
- Handling circular dependency errors
- Using calculation groups to reduce redundancy
- Documenting data model logic
- Optimising model size and loading speed
Module 5: Mastering DAX for Business Logic - Introduction to DAX syntax and structure
- Understanding row context vs. filter context
- Creating calculated columns for KPIs
- Writing basic measures: SUM, AVERAGE, COUNT
- Using CALCULATE to modify filter context
- Working with FILTER to refine results
- Applying ALL, ALLEXCEPT, and ALLSELECTED functions
- Using RELATED and RELATEDTABLE for cross-table logic
- Creating time intelligence measures
- Calculating YTD, QTD, MTD totals
- Computing Prior Year, Month-over-Month, and Week-over-Week
- Building custom calendars for fiscal reporting
- Using SAMEPERIODLASTYEAR and DATEADD
- Creating running totals with cumulative patterns
- Implementing dynamic measures with SWITCH
- Using variables (VAR) to simplify complex logic
- Debugging DAX errors with IntelliSense
- Measuring performance with DAX Studio
- Best practices for readable, maintainable DAX
- Reusing DAX expressions across reports
Module 6: Visual Design and Dashboard Best Practices - Selecting the right chart type for your message
- Building bar, column, and line charts
- Creating pie, donut, and funnel charts strategically
- Using scatter plots for correlation analysis
- Implementing maps for geographic insights
- Designing KPIs with card and gauge visuals
- Building tables and matrices with hierarchy support
- Using conditional formatting in tables
- Applying data bars, icons, and colour scales
- Adding slicers: dropdown, list, timeline, relative
- Using cross-filtering and visual interactions
- Controlling interaction between visuals
- Setting up drill-down and drill-through functionality
- Adding bookmarks for guided storytelling
- Creating custom navigation with buttons
- Using themes to maintain consistent branding
- Importing company colour palettes
- Adjusting font sizes and spacing for readability
- Designing mobile-optimised layouts
- Aligning visuals with precision using the grid
Module 7: Advanced Dashboard Development - Building multi-page reports with navigation
- Creating executive summary dashboards
- Adding drill-through pages for detailed analysis
- Using tooltips for contextual data display
- Designing dynamic titles with DAX
- Implementing parameter-driven visuals
- Creating What-If analysis with parameters
- Building scenario planning dashboards
- Using R and Python visuals in Power BI
- Integrating custom visuals from AppSource
- Validating visual security and data exposure
- Setting up data alerts and threshold notifications
- Adding images and logos to reports
- Creating watermarks for draft reports
- Using report tooltips and tooltips as visuals
- Building mobile-specific layouts
- Saving and switching between layouts
- Testing responsive design across devices
- Exporting visuals to PowerPoint and PDF
- Setting up print-friendly views
Module 8: Data Governance and Security - Understanding Power BI security architecture
- Role-based access control (RLS) fundamentals
- Defining roles in the model
- Writing DAX filters for row-level security
- Testing RLS with different user views
- Dynamic RLS based on user email or group
- Managing workspaces and app permissions
- Using sensitivity labels for data classification
- Applying data loss prevention (DLP) policies
- Setting up tenant-level security settings
- Audit logging and monitoring user activity
- Compliance with GDPR, HIPAA, and SOC 2
- Using Premium features for enterprise governance
- Managing data retention policies
- Controlling external sharing permissions
- Approving content packs and templates
- Using App Workspaces vs. My Workspace
- Deploying to production with lifecycle management
- Setting up content source verification
- Handling personal data and anonymisation
Module 9: Performance Optimisation and Troubleshooting - Using Performance Analyzer to assess load times
- Identifying slow queries and inefficient visuals
- Minimising DAX complexity for speed
- Reducing data model size with data type optimisation
- Handling large datasets with aggregation
- Using import mode effectively
- Tuning DirectQuery for responsiveness
- Implementing composite models
- Configuring query folding for efficiency
- Evaluating gateway performance
- Fixing memory and timeout errors
- Managing visual interactions to reduce lag
- Reducing number of visuals per page
- Using bookmarks efficiently
- Caching strategies for shared datasets
- Testing reports in different environments
- Diagnosing refresh failures
- Reading error logs and resolution paths
- Recovering corrupted files
- Back-up and recovery protocols
Module 10: Real-World Project: Sales Analytics Dashboard - Project overview and business objectives
- Importing sample sales data from multiple regions
- Building a date dimension table
- Creating relationships between sales, product, and customer tables
- Transforming currency and region fields
- Writing DAX measures for revenue, margin, and growth
- Adding time intelligence for YoY comparison
- Designing visuals for regional performance
- Adding slicers for product category and time range
- Creating drill-down from region to territory
- Building a KPI dashboard for executives
- Implementing conditional formatting for targets
- Adding tooltips with detailed transaction data
- Setting up bookmark navigation
- Applying company branding and theme
- Testing on mobile and desktop layouts
- Documenting data model assumptions
- Generating a final PDF export
- Preparing a presentation for stakeholders
- Reviewing project against business requirements
Module 11: Real-World Project: Financial Performance Dashboard - Project scope: monitoring budget vs actuals
- Importing GL data and budget files
- Building a chart of accounts dimension
- Creating a fiscal calendar
- Writing DAX for variance analysis
- Calculating percentage of budget used
- Building a waterfall chart for expense breakdown
- Adding currency conversion logic
- Designing a cash flow timeline
- Creating slicers for department and cost centre
- Implementing drill-through to detail records
- Adding variance alerts with conditional formatting
- Building a summary page for CFO review
- Incorporating RLS by department
- Testing data accuracy across periods
- Using What-If analysis for forecasting
- Linking to external audit documentation
- Exporting to PowerPoint for board meetings
- Versioning and audit trails
- Final review and stakeholder feedback
Module 12: Real-World Project: HR People Analytics Dashboard - Project goal: reducing attrition and improving retention
- Importing employee data, exit surveys, and performance reviews
- Building a headcount trend model
- Creating DAX measures for turnover rate
- Analysing turnover by manager, department, tenure
- Building a heatmap of high-risk teams
- Adding tenure distribution charts
- Creating diversity and inclusion metrics
- Linking performance to retention patterns
- Using slicers for location and job level
- Implementing drill-through to anonymised profiles
- Generating retention risk scores
- Adding action planning notes in tooltips
- Ensuring PII compliance and data masking
- Sharing with HR leadership securely
- Presenting findings to the executive team
- Building recommendations into the report
- Setting up auto-refresh from HRIS
- Adding training completion metrics
- Measuring impact of retention initiatives
Module 13: Deployment, Sharing, and Collaboration - Publishing reports to Power BI Service
- Understanding workspaces and apps
- Sharing reports with colleagues
- Scheduling automatic data refresh
- Setting up subscriptions and email alerts
- Embedding reports in SharePoint and Teams
- Using Power BI Apps for distribution
- Configuring app navigation and branding
- Setting up content ownership and updates
- Using shared datasets for consistency
- Managing permissions at workspace level
- Auditing report usage and adoption
- Collecting stakeholder feedback
- Version control using workspace projects
- Using deployment pipelines for staging
- Migrating between development, test, and production
- Managing comments and annotations
- Using Co-Authoring features in workspaces
- Collaborating with non-technical stakeholders
- Presenting insights through live dashboards
Module 14: Integration with Microsoft 365 and Azure - Embedding Power BI in Microsoft Teams
- Pinning dashboards to SharePoint
- Using Power Automate with Power BI triggers
- Automating report distribution via flow
- Creating alerts when KPIs exceed thresholds
- Integrating with Power Apps for data entry
- Building custom portals with Power Pages
- Using Azure Logic Apps for advanced workflows
- Connecting to Azure Data Lake
- Ingesting data from Azure SQL Database
- Using Azure Synapse Analytics for large-scale ETL
- Setting up Dataflows for reusable transformations
- Creating composite models with DirectQuery
- Monitoring performance with Azure Monitor
- Using Power BI with OneDrive for automated inputs
- Triggering reports from Excel updates
- Saving Power BI outputs to shared drives
- Using AI insights with Azure Cognitive Services
- Implementing natural language Q&A
- Accessing Power BI via Power BI Mobile
Module 15: Certification Preparation and Career Advancement - Review of key Power BI competencies for certification
- Preparing for the Microsoft PL-300 exam (if applicable)
- Best practices for technical interview questions
- Building a Power BI portfolio for job applications
- Adding projects to LinkedIn and GitHub
- Writing compelling case studies from your dashboards
- Tailoring your resume for data analyst roles
- Describing Power BI experience in non-technical terms
- Networking with Power BI communities
- Participating in forums and user groups
- Contributing to open data projects
- Using the Certificate of Completion issued by The Art of Service
- Verifying credential authenticity online
- Adding certification to email signatures
- Leveraging certification in performance reviews
- Transitioning into higher-paying roles
- Using skills for freelance consulting opportunities
- Preparing for leadership in BI projects
- Continuing education paths after mastery
- Staying updated with Power BI roadmap announcements
- Connecting to Excel files and CSV imports
- Importing from Access databases
- Linking to SQL Server databases
- Connecting to cloud sources: Azure, OneDrive, SharePoint
- Integrating web-based data via URL scraping
- Using APIs to pull live data feeds
- Working with JSON and XML data structures
- Connecting to Google Analytics and Salesforce
- Using Power BI templates for common integrations
- Managing multiple data sources in one report
- Understanding data refresh limitations and workarounds
- Setting up scheduled refresh with Gateway
- Best practices for data source documentation
- Reducing load time with selective column imports
- Handling password-protected and secure connections
- Creating reusable connection strings
- Using parameters to switch between environments
- Validating connection success and error resolution
- Import vs. DirectQuery: when to use which
- Centralising data source management
Module 3: Data Transformation and Cleaning with Power Query - Accessing Power Query Editor from multiple sources
- Renaming columns and setting data types
- Removing duplicates and blank rows
- Filtering rows based on conditions
- Splitting columns by delimiter or position
- Merging columns into a single field
- Pivoting and unpivoting tables
- Transposing data layouts
- Using conditional columns for custom logic
- Creating custom columns with formulas
- Handling date and time formatting issues
- Dealing with inconsistent text casing
- Replacing values and fixing typos
- Grouping rows and summarising data
- Expanding nested tables and records
- Using the query dependencies view
- Managing applied steps efficiently
- Reordering and deleting transformation steps
- Creating reusable query templates
- Storing cleaned data as a new table
Module 4: Building Robust Data Models - Understanding star schema design principles
- Identifying facts, dimensions, and measures
- Creating date tables automatically and manually
- Establishing relationships between tables
- Choosing between active and inactive relationships
- Configuring cardinality: one-to-one, one-to-many, many-to-many
- Understanding cross-filter direction and impact
- Managing relationship security
- Using Manage Relations window effectively
- Resolving ambiguity in many-to-many relationships
- Creating bridge tables for complex joins
- Using inactive relationships with USERELATIONSHIP
- Hiding unnecessary columns from report view
- Formatting data models for clarity
- Validating model integrity and performance
- Setting default summarisation methods
- Handling circular dependency errors
- Using calculation groups to reduce redundancy
- Documenting data model logic
- Optimising model size and loading speed
Module 5: Mastering DAX for Business Logic - Introduction to DAX syntax and structure
- Understanding row context vs. filter context
- Creating calculated columns for KPIs
- Writing basic measures: SUM, AVERAGE, COUNT
- Using CALCULATE to modify filter context
- Working with FILTER to refine results
- Applying ALL, ALLEXCEPT, and ALLSELECTED functions
- Using RELATED and RELATEDTABLE for cross-table logic
- Creating time intelligence measures
- Calculating YTD, QTD, MTD totals
- Computing Prior Year, Month-over-Month, and Week-over-Week
- Building custom calendars for fiscal reporting
- Using SAMEPERIODLASTYEAR and DATEADD
- Creating running totals with cumulative patterns
- Implementing dynamic measures with SWITCH
- Using variables (VAR) to simplify complex logic
- Debugging DAX errors with IntelliSense
- Measuring performance with DAX Studio
- Best practices for readable, maintainable DAX
- Reusing DAX expressions across reports
Module 6: Visual Design and Dashboard Best Practices - Selecting the right chart type for your message
- Building bar, column, and line charts
- Creating pie, donut, and funnel charts strategically
- Using scatter plots for correlation analysis
- Implementing maps for geographic insights
- Designing KPIs with card and gauge visuals
- Building tables and matrices with hierarchy support
- Using conditional formatting in tables
- Applying data bars, icons, and colour scales
- Adding slicers: dropdown, list, timeline, relative
- Using cross-filtering and visual interactions
- Controlling interaction between visuals
- Setting up drill-down and drill-through functionality
- Adding bookmarks for guided storytelling
- Creating custom navigation with buttons
- Using themes to maintain consistent branding
- Importing company colour palettes
- Adjusting font sizes and spacing for readability
- Designing mobile-optimised layouts
- Aligning visuals with precision using the grid
Module 7: Advanced Dashboard Development - Building multi-page reports with navigation
- Creating executive summary dashboards
- Adding drill-through pages for detailed analysis
- Using tooltips for contextual data display
- Designing dynamic titles with DAX
- Implementing parameter-driven visuals
- Creating What-If analysis with parameters
- Building scenario planning dashboards
- Using R and Python visuals in Power BI
- Integrating custom visuals from AppSource
- Validating visual security and data exposure
- Setting up data alerts and threshold notifications
- Adding images and logos to reports
- Creating watermarks for draft reports
- Using report tooltips and tooltips as visuals
- Building mobile-specific layouts
- Saving and switching between layouts
- Testing responsive design across devices
- Exporting visuals to PowerPoint and PDF
- Setting up print-friendly views
Module 8: Data Governance and Security - Understanding Power BI security architecture
- Role-based access control (RLS) fundamentals
- Defining roles in the model
- Writing DAX filters for row-level security
- Testing RLS with different user views
- Dynamic RLS based on user email or group
- Managing workspaces and app permissions
- Using sensitivity labels for data classification
- Applying data loss prevention (DLP) policies
- Setting up tenant-level security settings
- Audit logging and monitoring user activity
- Compliance with GDPR, HIPAA, and SOC 2
- Using Premium features for enterprise governance
- Managing data retention policies
- Controlling external sharing permissions
- Approving content packs and templates
- Using App Workspaces vs. My Workspace
- Deploying to production with lifecycle management
- Setting up content source verification
- Handling personal data and anonymisation
Module 9: Performance Optimisation and Troubleshooting - Using Performance Analyzer to assess load times
- Identifying slow queries and inefficient visuals
- Minimising DAX complexity for speed
- Reducing data model size with data type optimisation
- Handling large datasets with aggregation
- Using import mode effectively
- Tuning DirectQuery for responsiveness
- Implementing composite models
- Configuring query folding for efficiency
- Evaluating gateway performance
- Fixing memory and timeout errors
- Managing visual interactions to reduce lag
- Reducing number of visuals per page
- Using bookmarks efficiently
- Caching strategies for shared datasets
- Testing reports in different environments
- Diagnosing refresh failures
- Reading error logs and resolution paths
- Recovering corrupted files
- Back-up and recovery protocols
Module 10: Real-World Project: Sales Analytics Dashboard - Project overview and business objectives
- Importing sample sales data from multiple regions
- Building a date dimension table
- Creating relationships between sales, product, and customer tables
- Transforming currency and region fields
- Writing DAX measures for revenue, margin, and growth
- Adding time intelligence for YoY comparison
- Designing visuals for regional performance
- Adding slicers for product category and time range
- Creating drill-down from region to territory
- Building a KPI dashboard for executives
- Implementing conditional formatting for targets
- Adding tooltips with detailed transaction data
- Setting up bookmark navigation
- Applying company branding and theme
- Testing on mobile and desktop layouts
- Documenting data model assumptions
- Generating a final PDF export
- Preparing a presentation for stakeholders
- Reviewing project against business requirements
Module 11: Real-World Project: Financial Performance Dashboard - Project scope: monitoring budget vs actuals
- Importing GL data and budget files
- Building a chart of accounts dimension
- Creating a fiscal calendar
- Writing DAX for variance analysis
- Calculating percentage of budget used
- Building a waterfall chart for expense breakdown
- Adding currency conversion logic
- Designing a cash flow timeline
- Creating slicers for department and cost centre
- Implementing drill-through to detail records
- Adding variance alerts with conditional formatting
- Building a summary page for CFO review
- Incorporating RLS by department
- Testing data accuracy across periods
- Using What-If analysis for forecasting
- Linking to external audit documentation
- Exporting to PowerPoint for board meetings
- Versioning and audit trails
- Final review and stakeholder feedback
Module 12: Real-World Project: HR People Analytics Dashboard - Project goal: reducing attrition and improving retention
- Importing employee data, exit surveys, and performance reviews
- Building a headcount trend model
- Creating DAX measures for turnover rate
- Analysing turnover by manager, department, tenure
- Building a heatmap of high-risk teams
- Adding tenure distribution charts
- Creating diversity and inclusion metrics
- Linking performance to retention patterns
- Using slicers for location and job level
- Implementing drill-through to anonymised profiles
- Generating retention risk scores
- Adding action planning notes in tooltips
- Ensuring PII compliance and data masking
- Sharing with HR leadership securely
- Presenting findings to the executive team
- Building recommendations into the report
- Setting up auto-refresh from HRIS
- Adding training completion metrics
- Measuring impact of retention initiatives
Module 13: Deployment, Sharing, and Collaboration - Publishing reports to Power BI Service
- Understanding workspaces and apps
- Sharing reports with colleagues
- Scheduling automatic data refresh
- Setting up subscriptions and email alerts
- Embedding reports in SharePoint and Teams
- Using Power BI Apps for distribution
- Configuring app navigation and branding
- Setting up content ownership and updates
- Using shared datasets for consistency
- Managing permissions at workspace level
- Auditing report usage and adoption
- Collecting stakeholder feedback
- Version control using workspace projects
- Using deployment pipelines for staging
- Migrating between development, test, and production
- Managing comments and annotations
- Using Co-Authoring features in workspaces
- Collaborating with non-technical stakeholders
- Presenting insights through live dashboards
Module 14: Integration with Microsoft 365 and Azure - Embedding Power BI in Microsoft Teams
- Pinning dashboards to SharePoint
- Using Power Automate with Power BI triggers
- Automating report distribution via flow
- Creating alerts when KPIs exceed thresholds
- Integrating with Power Apps for data entry
- Building custom portals with Power Pages
- Using Azure Logic Apps for advanced workflows
- Connecting to Azure Data Lake
- Ingesting data from Azure SQL Database
- Using Azure Synapse Analytics for large-scale ETL
- Setting up Dataflows for reusable transformations
- Creating composite models with DirectQuery
- Monitoring performance with Azure Monitor
- Using Power BI with OneDrive for automated inputs
- Triggering reports from Excel updates
- Saving Power BI outputs to shared drives
- Using AI insights with Azure Cognitive Services
- Implementing natural language Q&A
- Accessing Power BI via Power BI Mobile
Module 15: Certification Preparation and Career Advancement - Review of key Power BI competencies for certification
- Preparing for the Microsoft PL-300 exam (if applicable)
- Best practices for technical interview questions
- Building a Power BI portfolio for job applications
- Adding projects to LinkedIn and GitHub
- Writing compelling case studies from your dashboards
- Tailoring your resume for data analyst roles
- Describing Power BI experience in non-technical terms
- Networking with Power BI communities
- Participating in forums and user groups
- Contributing to open data projects
- Using the Certificate of Completion issued by The Art of Service
- Verifying credential authenticity online
- Adding certification to email signatures
- Leveraging certification in performance reviews
- Transitioning into higher-paying roles
- Using skills for freelance consulting opportunities
- Preparing for leadership in BI projects
- Continuing education paths after mastery
- Staying updated with Power BI roadmap announcements
- Understanding star schema design principles
- Identifying facts, dimensions, and measures
- Creating date tables automatically and manually
- Establishing relationships between tables
- Choosing between active and inactive relationships
- Configuring cardinality: one-to-one, one-to-many, many-to-many
- Understanding cross-filter direction and impact
- Managing relationship security
- Using Manage Relations window effectively
- Resolving ambiguity in many-to-many relationships
- Creating bridge tables for complex joins
- Using inactive relationships with USERELATIONSHIP
- Hiding unnecessary columns from report view
- Formatting data models for clarity
- Validating model integrity and performance
- Setting default summarisation methods
- Handling circular dependency errors
- Using calculation groups to reduce redundancy
- Documenting data model logic
- Optimising model size and loading speed
Module 5: Mastering DAX for Business Logic - Introduction to DAX syntax and structure
- Understanding row context vs. filter context
- Creating calculated columns for KPIs
- Writing basic measures: SUM, AVERAGE, COUNT
- Using CALCULATE to modify filter context
- Working with FILTER to refine results
- Applying ALL, ALLEXCEPT, and ALLSELECTED functions
- Using RELATED and RELATEDTABLE for cross-table logic
- Creating time intelligence measures
- Calculating YTD, QTD, MTD totals
- Computing Prior Year, Month-over-Month, and Week-over-Week
- Building custom calendars for fiscal reporting
- Using SAMEPERIODLASTYEAR and DATEADD
- Creating running totals with cumulative patterns
- Implementing dynamic measures with SWITCH
- Using variables (VAR) to simplify complex logic
- Debugging DAX errors with IntelliSense
- Measuring performance with DAX Studio
- Best practices for readable, maintainable DAX
- Reusing DAX expressions across reports
Module 6: Visual Design and Dashboard Best Practices - Selecting the right chart type for your message
- Building bar, column, and line charts
- Creating pie, donut, and funnel charts strategically
- Using scatter plots for correlation analysis
- Implementing maps for geographic insights
- Designing KPIs with card and gauge visuals
- Building tables and matrices with hierarchy support
- Using conditional formatting in tables
- Applying data bars, icons, and colour scales
- Adding slicers: dropdown, list, timeline, relative
- Using cross-filtering and visual interactions
- Controlling interaction between visuals
- Setting up drill-down and drill-through functionality
- Adding bookmarks for guided storytelling
- Creating custom navigation with buttons
- Using themes to maintain consistent branding
- Importing company colour palettes
- Adjusting font sizes and spacing for readability
- Designing mobile-optimised layouts
- Aligning visuals with precision using the grid
Module 7: Advanced Dashboard Development - Building multi-page reports with navigation
- Creating executive summary dashboards
- Adding drill-through pages for detailed analysis
- Using tooltips for contextual data display
- Designing dynamic titles with DAX
- Implementing parameter-driven visuals
- Creating What-If analysis with parameters
- Building scenario planning dashboards
- Using R and Python visuals in Power BI
- Integrating custom visuals from AppSource
- Validating visual security and data exposure
- Setting up data alerts and threshold notifications
- Adding images and logos to reports
- Creating watermarks for draft reports
- Using report tooltips and tooltips as visuals
- Building mobile-specific layouts
- Saving and switching between layouts
- Testing responsive design across devices
- Exporting visuals to PowerPoint and PDF
- Setting up print-friendly views
Module 8: Data Governance and Security - Understanding Power BI security architecture
- Role-based access control (RLS) fundamentals
- Defining roles in the model
- Writing DAX filters for row-level security
- Testing RLS with different user views
- Dynamic RLS based on user email or group
- Managing workspaces and app permissions
- Using sensitivity labels for data classification
- Applying data loss prevention (DLP) policies
- Setting up tenant-level security settings
- Audit logging and monitoring user activity
- Compliance with GDPR, HIPAA, and SOC 2
- Using Premium features for enterprise governance
- Managing data retention policies
- Controlling external sharing permissions
- Approving content packs and templates
- Using App Workspaces vs. My Workspace
- Deploying to production with lifecycle management
- Setting up content source verification
- Handling personal data and anonymisation
Module 9: Performance Optimisation and Troubleshooting - Using Performance Analyzer to assess load times
- Identifying slow queries and inefficient visuals
- Minimising DAX complexity for speed
- Reducing data model size with data type optimisation
- Handling large datasets with aggregation
- Using import mode effectively
- Tuning DirectQuery for responsiveness
- Implementing composite models
- Configuring query folding for efficiency
- Evaluating gateway performance
- Fixing memory and timeout errors
- Managing visual interactions to reduce lag
- Reducing number of visuals per page
- Using bookmarks efficiently
- Caching strategies for shared datasets
- Testing reports in different environments
- Diagnosing refresh failures
- Reading error logs and resolution paths
- Recovering corrupted files
- Back-up and recovery protocols
Module 10: Real-World Project: Sales Analytics Dashboard - Project overview and business objectives
- Importing sample sales data from multiple regions
- Building a date dimension table
- Creating relationships between sales, product, and customer tables
- Transforming currency and region fields
- Writing DAX measures for revenue, margin, and growth
- Adding time intelligence for YoY comparison
- Designing visuals for regional performance
- Adding slicers for product category and time range
- Creating drill-down from region to territory
- Building a KPI dashboard for executives
- Implementing conditional formatting for targets
- Adding tooltips with detailed transaction data
- Setting up bookmark navigation
- Applying company branding and theme
- Testing on mobile and desktop layouts
- Documenting data model assumptions
- Generating a final PDF export
- Preparing a presentation for stakeholders
- Reviewing project against business requirements
Module 11: Real-World Project: Financial Performance Dashboard - Project scope: monitoring budget vs actuals
- Importing GL data and budget files
- Building a chart of accounts dimension
- Creating a fiscal calendar
- Writing DAX for variance analysis
- Calculating percentage of budget used
- Building a waterfall chart for expense breakdown
- Adding currency conversion logic
- Designing a cash flow timeline
- Creating slicers for department and cost centre
- Implementing drill-through to detail records
- Adding variance alerts with conditional formatting
- Building a summary page for CFO review
- Incorporating RLS by department
- Testing data accuracy across periods
- Using What-If analysis for forecasting
- Linking to external audit documentation
- Exporting to PowerPoint for board meetings
- Versioning and audit trails
- Final review and stakeholder feedback
Module 12: Real-World Project: HR People Analytics Dashboard - Project goal: reducing attrition and improving retention
- Importing employee data, exit surveys, and performance reviews
- Building a headcount trend model
- Creating DAX measures for turnover rate
- Analysing turnover by manager, department, tenure
- Building a heatmap of high-risk teams
- Adding tenure distribution charts
- Creating diversity and inclusion metrics
- Linking performance to retention patterns
- Using slicers for location and job level
- Implementing drill-through to anonymised profiles
- Generating retention risk scores
- Adding action planning notes in tooltips
- Ensuring PII compliance and data masking
- Sharing with HR leadership securely
- Presenting findings to the executive team
- Building recommendations into the report
- Setting up auto-refresh from HRIS
- Adding training completion metrics
- Measuring impact of retention initiatives
Module 13: Deployment, Sharing, and Collaboration - Publishing reports to Power BI Service
- Understanding workspaces and apps
- Sharing reports with colleagues
- Scheduling automatic data refresh
- Setting up subscriptions and email alerts
- Embedding reports in SharePoint and Teams
- Using Power BI Apps for distribution
- Configuring app navigation and branding
- Setting up content ownership and updates
- Using shared datasets for consistency
- Managing permissions at workspace level
- Auditing report usage and adoption
- Collecting stakeholder feedback
- Version control using workspace projects
- Using deployment pipelines for staging
- Migrating between development, test, and production
- Managing comments and annotations
- Using Co-Authoring features in workspaces
- Collaborating with non-technical stakeholders
- Presenting insights through live dashboards
Module 14: Integration with Microsoft 365 and Azure - Embedding Power BI in Microsoft Teams
- Pinning dashboards to SharePoint
- Using Power Automate with Power BI triggers
- Automating report distribution via flow
- Creating alerts when KPIs exceed thresholds
- Integrating with Power Apps for data entry
- Building custom portals with Power Pages
- Using Azure Logic Apps for advanced workflows
- Connecting to Azure Data Lake
- Ingesting data from Azure SQL Database
- Using Azure Synapse Analytics for large-scale ETL
- Setting up Dataflows for reusable transformations
- Creating composite models with DirectQuery
- Monitoring performance with Azure Monitor
- Using Power BI with OneDrive for automated inputs
- Triggering reports from Excel updates
- Saving Power BI outputs to shared drives
- Using AI insights with Azure Cognitive Services
- Implementing natural language Q&A
- Accessing Power BI via Power BI Mobile
Module 15: Certification Preparation and Career Advancement - Review of key Power BI competencies for certification
- Preparing for the Microsoft PL-300 exam (if applicable)
- Best practices for technical interview questions
- Building a Power BI portfolio for job applications
- Adding projects to LinkedIn and GitHub
- Writing compelling case studies from your dashboards
- Tailoring your resume for data analyst roles
- Describing Power BI experience in non-technical terms
- Networking with Power BI communities
- Participating in forums and user groups
- Contributing to open data projects
- Using the Certificate of Completion issued by The Art of Service
- Verifying credential authenticity online
- Adding certification to email signatures
- Leveraging certification in performance reviews
- Transitioning into higher-paying roles
- Using skills for freelance consulting opportunities
- Preparing for leadership in BI projects
- Continuing education paths after mastery
- Staying updated with Power BI roadmap announcements
- Selecting the right chart type for your message
- Building bar, column, and line charts
- Creating pie, donut, and funnel charts strategically
- Using scatter plots for correlation analysis
- Implementing maps for geographic insights
- Designing KPIs with card and gauge visuals
- Building tables and matrices with hierarchy support
- Using conditional formatting in tables
- Applying data bars, icons, and colour scales
- Adding slicers: dropdown, list, timeline, relative
- Using cross-filtering and visual interactions
- Controlling interaction between visuals
- Setting up drill-down and drill-through functionality
- Adding bookmarks for guided storytelling
- Creating custom navigation with buttons
- Using themes to maintain consistent branding
- Importing company colour palettes
- Adjusting font sizes and spacing for readability
- Designing mobile-optimised layouts
- Aligning visuals with precision using the grid
Module 7: Advanced Dashboard Development - Building multi-page reports with navigation
- Creating executive summary dashboards
- Adding drill-through pages for detailed analysis
- Using tooltips for contextual data display
- Designing dynamic titles with DAX
- Implementing parameter-driven visuals
- Creating What-If analysis with parameters
- Building scenario planning dashboards
- Using R and Python visuals in Power BI
- Integrating custom visuals from AppSource
- Validating visual security and data exposure
- Setting up data alerts and threshold notifications
- Adding images and logos to reports
- Creating watermarks for draft reports
- Using report tooltips and tooltips as visuals
- Building mobile-specific layouts
- Saving and switching between layouts
- Testing responsive design across devices
- Exporting visuals to PowerPoint and PDF
- Setting up print-friendly views
Module 8: Data Governance and Security - Understanding Power BI security architecture
- Role-based access control (RLS) fundamentals
- Defining roles in the model
- Writing DAX filters for row-level security
- Testing RLS with different user views
- Dynamic RLS based on user email or group
- Managing workspaces and app permissions
- Using sensitivity labels for data classification
- Applying data loss prevention (DLP) policies
- Setting up tenant-level security settings
- Audit logging and monitoring user activity
- Compliance with GDPR, HIPAA, and SOC 2
- Using Premium features for enterprise governance
- Managing data retention policies
- Controlling external sharing permissions
- Approving content packs and templates
- Using App Workspaces vs. My Workspace
- Deploying to production with lifecycle management
- Setting up content source verification
- Handling personal data and anonymisation
Module 9: Performance Optimisation and Troubleshooting - Using Performance Analyzer to assess load times
- Identifying slow queries and inefficient visuals
- Minimising DAX complexity for speed
- Reducing data model size with data type optimisation
- Handling large datasets with aggregation
- Using import mode effectively
- Tuning DirectQuery for responsiveness
- Implementing composite models
- Configuring query folding for efficiency
- Evaluating gateway performance
- Fixing memory and timeout errors
- Managing visual interactions to reduce lag
- Reducing number of visuals per page
- Using bookmarks efficiently
- Caching strategies for shared datasets
- Testing reports in different environments
- Diagnosing refresh failures
- Reading error logs and resolution paths
- Recovering corrupted files
- Back-up and recovery protocols
Module 10: Real-World Project: Sales Analytics Dashboard - Project overview and business objectives
- Importing sample sales data from multiple regions
- Building a date dimension table
- Creating relationships between sales, product, and customer tables
- Transforming currency and region fields
- Writing DAX measures for revenue, margin, and growth
- Adding time intelligence for YoY comparison
- Designing visuals for regional performance
- Adding slicers for product category and time range
- Creating drill-down from region to territory
- Building a KPI dashboard for executives
- Implementing conditional formatting for targets
- Adding tooltips with detailed transaction data
- Setting up bookmark navigation
- Applying company branding and theme
- Testing on mobile and desktop layouts
- Documenting data model assumptions
- Generating a final PDF export
- Preparing a presentation for stakeholders
- Reviewing project against business requirements
Module 11: Real-World Project: Financial Performance Dashboard - Project scope: monitoring budget vs actuals
- Importing GL data and budget files
- Building a chart of accounts dimension
- Creating a fiscal calendar
- Writing DAX for variance analysis
- Calculating percentage of budget used
- Building a waterfall chart for expense breakdown
- Adding currency conversion logic
- Designing a cash flow timeline
- Creating slicers for department and cost centre
- Implementing drill-through to detail records
- Adding variance alerts with conditional formatting
- Building a summary page for CFO review
- Incorporating RLS by department
- Testing data accuracy across periods
- Using What-If analysis for forecasting
- Linking to external audit documentation
- Exporting to PowerPoint for board meetings
- Versioning and audit trails
- Final review and stakeholder feedback
Module 12: Real-World Project: HR People Analytics Dashboard - Project goal: reducing attrition and improving retention
- Importing employee data, exit surveys, and performance reviews
- Building a headcount trend model
- Creating DAX measures for turnover rate
- Analysing turnover by manager, department, tenure
- Building a heatmap of high-risk teams
- Adding tenure distribution charts
- Creating diversity and inclusion metrics
- Linking performance to retention patterns
- Using slicers for location and job level
- Implementing drill-through to anonymised profiles
- Generating retention risk scores
- Adding action planning notes in tooltips
- Ensuring PII compliance and data masking
- Sharing with HR leadership securely
- Presenting findings to the executive team
- Building recommendations into the report
- Setting up auto-refresh from HRIS
- Adding training completion metrics
- Measuring impact of retention initiatives
Module 13: Deployment, Sharing, and Collaboration - Publishing reports to Power BI Service
- Understanding workspaces and apps
- Sharing reports with colleagues
- Scheduling automatic data refresh
- Setting up subscriptions and email alerts
- Embedding reports in SharePoint and Teams
- Using Power BI Apps for distribution
- Configuring app navigation and branding
- Setting up content ownership and updates
- Using shared datasets for consistency
- Managing permissions at workspace level
- Auditing report usage and adoption
- Collecting stakeholder feedback
- Version control using workspace projects
- Using deployment pipelines for staging
- Migrating between development, test, and production
- Managing comments and annotations
- Using Co-Authoring features in workspaces
- Collaborating with non-technical stakeholders
- Presenting insights through live dashboards
Module 14: Integration with Microsoft 365 and Azure - Embedding Power BI in Microsoft Teams
- Pinning dashboards to SharePoint
- Using Power Automate with Power BI triggers
- Automating report distribution via flow
- Creating alerts when KPIs exceed thresholds
- Integrating with Power Apps for data entry
- Building custom portals with Power Pages
- Using Azure Logic Apps for advanced workflows
- Connecting to Azure Data Lake
- Ingesting data from Azure SQL Database
- Using Azure Synapse Analytics for large-scale ETL
- Setting up Dataflows for reusable transformations
- Creating composite models with DirectQuery
- Monitoring performance with Azure Monitor
- Using Power BI with OneDrive for automated inputs
- Triggering reports from Excel updates
- Saving Power BI outputs to shared drives
- Using AI insights with Azure Cognitive Services
- Implementing natural language Q&A
- Accessing Power BI via Power BI Mobile
Module 15: Certification Preparation and Career Advancement - Review of key Power BI competencies for certification
- Preparing for the Microsoft PL-300 exam (if applicable)
- Best practices for technical interview questions
- Building a Power BI portfolio for job applications
- Adding projects to LinkedIn and GitHub
- Writing compelling case studies from your dashboards
- Tailoring your resume for data analyst roles
- Describing Power BI experience in non-technical terms
- Networking with Power BI communities
- Participating in forums and user groups
- Contributing to open data projects
- Using the Certificate of Completion issued by The Art of Service
- Verifying credential authenticity online
- Adding certification to email signatures
- Leveraging certification in performance reviews
- Transitioning into higher-paying roles
- Using skills for freelance consulting opportunities
- Preparing for leadership in BI projects
- Continuing education paths after mastery
- Staying updated with Power BI roadmap announcements
- Understanding Power BI security architecture
- Role-based access control (RLS) fundamentals
- Defining roles in the model
- Writing DAX filters for row-level security
- Testing RLS with different user views
- Dynamic RLS based on user email or group
- Managing workspaces and app permissions
- Using sensitivity labels for data classification
- Applying data loss prevention (DLP) policies
- Setting up tenant-level security settings
- Audit logging and monitoring user activity
- Compliance with GDPR, HIPAA, and SOC 2
- Using Premium features for enterprise governance
- Managing data retention policies
- Controlling external sharing permissions
- Approving content packs and templates
- Using App Workspaces vs. My Workspace
- Deploying to production with lifecycle management
- Setting up content source verification
- Handling personal data and anonymisation
Module 9: Performance Optimisation and Troubleshooting - Using Performance Analyzer to assess load times
- Identifying slow queries and inefficient visuals
- Minimising DAX complexity for speed
- Reducing data model size with data type optimisation
- Handling large datasets with aggregation
- Using import mode effectively
- Tuning DirectQuery for responsiveness
- Implementing composite models
- Configuring query folding for efficiency
- Evaluating gateway performance
- Fixing memory and timeout errors
- Managing visual interactions to reduce lag
- Reducing number of visuals per page
- Using bookmarks efficiently
- Caching strategies for shared datasets
- Testing reports in different environments
- Diagnosing refresh failures
- Reading error logs and resolution paths
- Recovering corrupted files
- Back-up and recovery protocols
Module 10: Real-World Project: Sales Analytics Dashboard - Project overview and business objectives
- Importing sample sales data from multiple regions
- Building a date dimension table
- Creating relationships between sales, product, and customer tables
- Transforming currency and region fields
- Writing DAX measures for revenue, margin, and growth
- Adding time intelligence for YoY comparison
- Designing visuals for regional performance
- Adding slicers for product category and time range
- Creating drill-down from region to territory
- Building a KPI dashboard for executives
- Implementing conditional formatting for targets
- Adding tooltips with detailed transaction data
- Setting up bookmark navigation
- Applying company branding and theme
- Testing on mobile and desktop layouts
- Documenting data model assumptions
- Generating a final PDF export
- Preparing a presentation for stakeholders
- Reviewing project against business requirements
Module 11: Real-World Project: Financial Performance Dashboard - Project scope: monitoring budget vs actuals
- Importing GL data and budget files
- Building a chart of accounts dimension
- Creating a fiscal calendar
- Writing DAX for variance analysis
- Calculating percentage of budget used
- Building a waterfall chart for expense breakdown
- Adding currency conversion logic
- Designing a cash flow timeline
- Creating slicers for department and cost centre
- Implementing drill-through to detail records
- Adding variance alerts with conditional formatting
- Building a summary page for CFO review
- Incorporating RLS by department
- Testing data accuracy across periods
- Using What-If analysis for forecasting
- Linking to external audit documentation
- Exporting to PowerPoint for board meetings
- Versioning and audit trails
- Final review and stakeholder feedback
Module 12: Real-World Project: HR People Analytics Dashboard - Project goal: reducing attrition and improving retention
- Importing employee data, exit surveys, and performance reviews
- Building a headcount trend model
- Creating DAX measures for turnover rate
- Analysing turnover by manager, department, tenure
- Building a heatmap of high-risk teams
- Adding tenure distribution charts
- Creating diversity and inclusion metrics
- Linking performance to retention patterns
- Using slicers for location and job level
- Implementing drill-through to anonymised profiles
- Generating retention risk scores
- Adding action planning notes in tooltips
- Ensuring PII compliance and data masking
- Sharing with HR leadership securely
- Presenting findings to the executive team
- Building recommendations into the report
- Setting up auto-refresh from HRIS
- Adding training completion metrics
- Measuring impact of retention initiatives
Module 13: Deployment, Sharing, and Collaboration - Publishing reports to Power BI Service
- Understanding workspaces and apps
- Sharing reports with colleagues
- Scheduling automatic data refresh
- Setting up subscriptions and email alerts
- Embedding reports in SharePoint and Teams
- Using Power BI Apps for distribution
- Configuring app navigation and branding
- Setting up content ownership and updates
- Using shared datasets for consistency
- Managing permissions at workspace level
- Auditing report usage and adoption
- Collecting stakeholder feedback
- Version control using workspace projects
- Using deployment pipelines for staging
- Migrating between development, test, and production
- Managing comments and annotations
- Using Co-Authoring features in workspaces
- Collaborating with non-technical stakeholders
- Presenting insights through live dashboards
Module 14: Integration with Microsoft 365 and Azure - Embedding Power BI in Microsoft Teams
- Pinning dashboards to SharePoint
- Using Power Automate with Power BI triggers
- Automating report distribution via flow
- Creating alerts when KPIs exceed thresholds
- Integrating with Power Apps for data entry
- Building custom portals with Power Pages
- Using Azure Logic Apps for advanced workflows
- Connecting to Azure Data Lake
- Ingesting data from Azure SQL Database
- Using Azure Synapse Analytics for large-scale ETL
- Setting up Dataflows for reusable transformations
- Creating composite models with DirectQuery
- Monitoring performance with Azure Monitor
- Using Power BI with OneDrive for automated inputs
- Triggering reports from Excel updates
- Saving Power BI outputs to shared drives
- Using AI insights with Azure Cognitive Services
- Implementing natural language Q&A
- Accessing Power BI via Power BI Mobile
Module 15: Certification Preparation and Career Advancement - Review of key Power BI competencies for certification
- Preparing for the Microsoft PL-300 exam (if applicable)
- Best practices for technical interview questions
- Building a Power BI portfolio for job applications
- Adding projects to LinkedIn and GitHub
- Writing compelling case studies from your dashboards
- Tailoring your resume for data analyst roles
- Describing Power BI experience in non-technical terms
- Networking with Power BI communities
- Participating in forums and user groups
- Contributing to open data projects
- Using the Certificate of Completion issued by The Art of Service
- Verifying credential authenticity online
- Adding certification to email signatures
- Leveraging certification in performance reviews
- Transitioning into higher-paying roles
- Using skills for freelance consulting opportunities
- Preparing for leadership in BI projects
- Continuing education paths after mastery
- Staying updated with Power BI roadmap announcements
- Project overview and business objectives
- Importing sample sales data from multiple regions
- Building a date dimension table
- Creating relationships between sales, product, and customer tables
- Transforming currency and region fields
- Writing DAX measures for revenue, margin, and growth
- Adding time intelligence for YoY comparison
- Designing visuals for regional performance
- Adding slicers for product category and time range
- Creating drill-down from region to territory
- Building a KPI dashboard for executives
- Implementing conditional formatting for targets
- Adding tooltips with detailed transaction data
- Setting up bookmark navigation
- Applying company branding and theme
- Testing on mobile and desktop layouts
- Documenting data model assumptions
- Generating a final PDF export
- Preparing a presentation for stakeholders
- Reviewing project against business requirements
Module 11: Real-World Project: Financial Performance Dashboard - Project scope: monitoring budget vs actuals
- Importing GL data and budget files
- Building a chart of accounts dimension
- Creating a fiscal calendar
- Writing DAX for variance analysis
- Calculating percentage of budget used
- Building a waterfall chart for expense breakdown
- Adding currency conversion logic
- Designing a cash flow timeline
- Creating slicers for department and cost centre
- Implementing drill-through to detail records
- Adding variance alerts with conditional formatting
- Building a summary page for CFO review
- Incorporating RLS by department
- Testing data accuracy across periods
- Using What-If analysis for forecasting
- Linking to external audit documentation
- Exporting to PowerPoint for board meetings
- Versioning and audit trails
- Final review and stakeholder feedback
Module 12: Real-World Project: HR People Analytics Dashboard - Project goal: reducing attrition and improving retention
- Importing employee data, exit surveys, and performance reviews
- Building a headcount trend model
- Creating DAX measures for turnover rate
- Analysing turnover by manager, department, tenure
- Building a heatmap of high-risk teams
- Adding tenure distribution charts
- Creating diversity and inclusion metrics
- Linking performance to retention patterns
- Using slicers for location and job level
- Implementing drill-through to anonymised profiles
- Generating retention risk scores
- Adding action planning notes in tooltips
- Ensuring PII compliance and data masking
- Sharing with HR leadership securely
- Presenting findings to the executive team
- Building recommendations into the report
- Setting up auto-refresh from HRIS
- Adding training completion metrics
- Measuring impact of retention initiatives
Module 13: Deployment, Sharing, and Collaboration - Publishing reports to Power BI Service
- Understanding workspaces and apps
- Sharing reports with colleagues
- Scheduling automatic data refresh
- Setting up subscriptions and email alerts
- Embedding reports in SharePoint and Teams
- Using Power BI Apps for distribution
- Configuring app navigation and branding
- Setting up content ownership and updates
- Using shared datasets for consistency
- Managing permissions at workspace level
- Auditing report usage and adoption
- Collecting stakeholder feedback
- Version control using workspace projects
- Using deployment pipelines for staging
- Migrating between development, test, and production
- Managing comments and annotations
- Using Co-Authoring features in workspaces
- Collaborating with non-technical stakeholders
- Presenting insights through live dashboards
Module 14: Integration with Microsoft 365 and Azure - Embedding Power BI in Microsoft Teams
- Pinning dashboards to SharePoint
- Using Power Automate with Power BI triggers
- Automating report distribution via flow
- Creating alerts when KPIs exceed thresholds
- Integrating with Power Apps for data entry
- Building custom portals with Power Pages
- Using Azure Logic Apps for advanced workflows
- Connecting to Azure Data Lake
- Ingesting data from Azure SQL Database
- Using Azure Synapse Analytics for large-scale ETL
- Setting up Dataflows for reusable transformations
- Creating composite models with DirectQuery
- Monitoring performance with Azure Monitor
- Using Power BI with OneDrive for automated inputs
- Triggering reports from Excel updates
- Saving Power BI outputs to shared drives
- Using AI insights with Azure Cognitive Services
- Implementing natural language Q&A
- Accessing Power BI via Power BI Mobile
Module 15: Certification Preparation and Career Advancement - Review of key Power BI competencies for certification
- Preparing for the Microsoft PL-300 exam (if applicable)
- Best practices for technical interview questions
- Building a Power BI portfolio for job applications
- Adding projects to LinkedIn and GitHub
- Writing compelling case studies from your dashboards
- Tailoring your resume for data analyst roles
- Describing Power BI experience in non-technical terms
- Networking with Power BI communities
- Participating in forums and user groups
- Contributing to open data projects
- Using the Certificate of Completion issued by The Art of Service
- Verifying credential authenticity online
- Adding certification to email signatures
- Leveraging certification in performance reviews
- Transitioning into higher-paying roles
- Using skills for freelance consulting opportunities
- Preparing for leadership in BI projects
- Continuing education paths after mastery
- Staying updated with Power BI roadmap announcements
- Project goal: reducing attrition and improving retention
- Importing employee data, exit surveys, and performance reviews
- Building a headcount trend model
- Creating DAX measures for turnover rate
- Analysing turnover by manager, department, tenure
- Building a heatmap of high-risk teams
- Adding tenure distribution charts
- Creating diversity and inclusion metrics
- Linking performance to retention patterns
- Using slicers for location and job level
- Implementing drill-through to anonymised profiles
- Generating retention risk scores
- Adding action planning notes in tooltips
- Ensuring PII compliance and data masking
- Sharing with HR leadership securely
- Presenting findings to the executive team
- Building recommendations into the report
- Setting up auto-refresh from HRIS
- Adding training completion metrics
- Measuring impact of retention initiatives
Module 13: Deployment, Sharing, and Collaboration - Publishing reports to Power BI Service
- Understanding workspaces and apps
- Sharing reports with colleagues
- Scheduling automatic data refresh
- Setting up subscriptions and email alerts
- Embedding reports in SharePoint and Teams
- Using Power BI Apps for distribution
- Configuring app navigation and branding
- Setting up content ownership and updates
- Using shared datasets for consistency
- Managing permissions at workspace level
- Auditing report usage and adoption
- Collecting stakeholder feedback
- Version control using workspace projects
- Using deployment pipelines for staging
- Migrating between development, test, and production
- Managing comments and annotations
- Using Co-Authoring features in workspaces
- Collaborating with non-technical stakeholders
- Presenting insights through live dashboards
Module 14: Integration with Microsoft 365 and Azure - Embedding Power BI in Microsoft Teams
- Pinning dashboards to SharePoint
- Using Power Automate with Power BI triggers
- Automating report distribution via flow
- Creating alerts when KPIs exceed thresholds
- Integrating with Power Apps for data entry
- Building custom portals with Power Pages
- Using Azure Logic Apps for advanced workflows
- Connecting to Azure Data Lake
- Ingesting data from Azure SQL Database
- Using Azure Synapse Analytics for large-scale ETL
- Setting up Dataflows for reusable transformations
- Creating composite models with DirectQuery
- Monitoring performance with Azure Monitor
- Using Power BI with OneDrive for automated inputs
- Triggering reports from Excel updates
- Saving Power BI outputs to shared drives
- Using AI insights with Azure Cognitive Services
- Implementing natural language Q&A
- Accessing Power BI via Power BI Mobile
Module 15: Certification Preparation and Career Advancement - Review of key Power BI competencies for certification
- Preparing for the Microsoft PL-300 exam (if applicable)
- Best practices for technical interview questions
- Building a Power BI portfolio for job applications
- Adding projects to LinkedIn and GitHub
- Writing compelling case studies from your dashboards
- Tailoring your resume for data analyst roles
- Describing Power BI experience in non-technical terms
- Networking with Power BI communities
- Participating in forums and user groups
- Contributing to open data projects
- Using the Certificate of Completion issued by The Art of Service
- Verifying credential authenticity online
- Adding certification to email signatures
- Leveraging certification in performance reviews
- Transitioning into higher-paying roles
- Using skills for freelance consulting opportunities
- Preparing for leadership in BI projects
- Continuing education paths after mastery
- Staying updated with Power BI roadmap announcements
- Embedding Power BI in Microsoft Teams
- Pinning dashboards to SharePoint
- Using Power Automate with Power BI triggers
- Automating report distribution via flow
- Creating alerts when KPIs exceed thresholds
- Integrating with Power Apps for data entry
- Building custom portals with Power Pages
- Using Azure Logic Apps for advanced workflows
- Connecting to Azure Data Lake
- Ingesting data from Azure SQL Database
- Using Azure Synapse Analytics for large-scale ETL
- Setting up Dataflows for reusable transformations
- Creating composite models with DirectQuery
- Monitoring performance with Azure Monitor
- Using Power BI with OneDrive for automated inputs
- Triggering reports from Excel updates
- Saving Power BI outputs to shared drives
- Using AI insights with Azure Cognitive Services
- Implementing natural language Q&A
- Accessing Power BI via Power BI Mobile