Training Module – PowerBI Essentials: Creating Visualizations and Reports

Learning Objectives –

1. Understanding the basics of PowerBI and its features

2. Importing, cleaning, and transforming data using Power Query
3. Creating visualizations and reports using PowerBI Desktop
4. Publishing and sharing PowerBI reports
5. Understanding the basics of DAX (Data Analysis Expressions) for creating calculations
and measures
6. Creating interactive dashboards and reports
7. Understanding the PowerBI service and its features
8. Collaboration and sharing in the PowerBI service
9. Best practices for designing effective visualizations and reports
10. Hands-on practice with real-world examples and exercises to reinforce the concepts
covered in the training.

Training Content –

Module 1: Introduction to PowerBI

1. Overview of PowerBI and its features

2. Setting up PowerBI Desktop
3. Tour of the PowerBI interface, understanding the different components such as the
report canvas, field list, and visualization pane
4. Creating a basic bar chart and understanding the different fields, such as axis and
values

Module 2: Importing and Cleaning Data

1. Importing data from various sources such as Excel, CSV, and SQL Server
2. Using Power Query to clean and transform data. Explaining the different options such
as filtering, renaming columns, and splitting columns
3. Understanding data types and data modeling
4. Creating relationships between tables, learning about active and inactive
relationships, and understanding the different types of relationships such as one-to-
one, one-to-many and many-to-many

Module 3: Creating Visualizations and Reports

1. Creating basic visualizations (bar charts, line charts, pie charts, etc.)
2. Creating tables and matrices
3. Understanding the different visualization types and when to use them
4. Designing and formatting reports, understanding the different properties such as
background color, font size, and adding images
5. Creating calculated columns and measures
6. Using data groups and sorting, learning about the different sorting options
Module 4: Publishing and Sharing Reports

1. Exporting and publishing reports

2. Sharing reports with others, understanding the different sharing options and
permissions

Module 5: DAX Basics

1. Understanding DAX and its syntax

2. Creating calculations and measures
3. Understanding the different DAX functions such as SUM, COUNT, and AVERAGE
4. Learning about time intelligence functions such as TOTALYTD, SAMEPERIODLASTYEAR
and DATESYTD

Module 6: Creating Interactive Dashboards and Reports

1. Using filters and slicers to create interactive reports

2. Creating and using bookmarks
3. Creating and using drillthrough
4. Understanding the different filter types, such as relative date, top N and filter by field
5. Creating a basic map visualization and understanding the different options

Module 7: The PowerBI Service

1. Overview of the PowerBI service

2. Sharing reports in the PowerBI service
3. Collaborating with others in the PowerBI service

Module 8: Best Practices for Effective Visualization

1. Designing effective visualizations

2. Tips and tricks for creating effective reports

Module 9: Hands-On Practice and Exercises

1. Real-world examples and exercises to reinforce the concepts covered in the training
2. Practicing different scenarios and exercises to get a better understanding of the
different options