3-day Virtual Seminar

Introduction to Microsoft Power BI Dashboards

Overview

In today's data-driven business environment, the ability to transform raw numbers into actionable intelligence is a critical skill. This session introduces Microsoft Power BI, a leading business analytics service that empowers users to create powerful, interactive dashboards and reports.   

Participants will learn the fundamentals of "do-it-yourself" business intelligence, moving beyond the limitations of traditional spreadsheets. The course covers how to connect to various data sources, clean and model the data, and build compelling visualizations. The goal is to provide a single, unified view of your most critical business data, enabling you to monitor the health of your business with a live dashboard and make faster, smarter decisions.

Why you should Attend

Since its introduction in 2015, Microsoft Power BI has come to dominate the BI software market. This session is a unique opportunity to learn the essential basics of this powerful tool in just 90 minutes. If you have a foundational understanding of Excel charts and Pivot Tables, you can leverage your existing skills to create dynamic, interactive dashboards and analyses that were previously unimaginable. Participants will gain a tangible competitive advantage by harnessing the power of big data for more focused and effective business intelligence.

Areas Covered in the Session

This comprehensive session will guide you through the entire workflow of creating a Power BI dashboard, from connecting to data to building interactive visualizations.

• Introduction to Power BI Desktop
  
  • Downloading the Power BI Desktop for free
    
  • Understanding the three different views: Report, Data, and Model
    
  • Overview of the core workflow in Power BI Desktop
    
• Connecting to Data Sources
  
  • Loading data from Excel, CSV, and text files
    
  • Connecting to a folder of multiple files
    
  • Connecting to data from a web URL
    
• Data Transformation with the Query Editor
  
  • Cleaning, shaping, and transforming raw data
    
  • Establishing headers, removing rows, and renaming columns
    
  • Creating custom columns, splitting columns, and replacing values
    
  • Pivoting and unpivoting data
    
• Data Modeling and Relationships
  
  • Understanding the Data and Relationship views
    
  • Creating relationships between tables automatically and manually
    
  • Fundamentals of Cardinality (Many-to-Many, One-to-Many)
    
  • Introduction to Star Schema and creating DIM and FACT tables
    
  • Building a date table for time intelligence
    
• Calculations with DAX
  
  • Creating calculated columns and measures
    
  • Using basic mathematical operations and time intelligence functions
    
  • Introduction to the SUMX function
    
• Creating Interactive Visualizations and Dashboards
  
  • A walkthrough of available charts and visuals
    
  • Building column, bar, line, and trend analysis graphs
    
  • Using tables, matrices, and conditional formatting
    
  • Displaying KPIs with cards, gauges, and targets
    
  • Creating map, scatter, and bubble chart visualizations
    
  • Managing hierarchies for drill-down and drill-up functionality
    
  • Implementing cross-filtering, highlighting, slicers, and report-level filters
    
  • Customizing reports with backgrounds, logos, and images
    

Who Will Benefit

• Accountants (Staff Through Manager)
  
• Financial Analysts
  
• Project or Program Manager
  
• Business Analysts
  
• Budget Managers and Directors
  
• Data Analysts
  
• IT and Business Intelligence Analysts
  
• CFOs and Controllers
  
• Internal Auditors
  
• HR Managers and Directors
  
• Any Professional who Regularly Organizes and Analyzes Large Databases