Power BI Basic to Advanced

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Duration 5 days – 35 hrs

 

Overview

 

This course provides participants with a complete learning journey from fundamental concepts to advanced techniques in Microsoft Power BI. Learners will gain the skills to connect, transform, model, and visualize data, as well as apply advanced DAX calculations and best practices for dashboard design. The course culminates in a real-world case study where participants create and present a fully functional Power BI dashboard based on given business requirements.

 

Objectives

 

  • Understand the role and benefits of Power BI in modern data analysis and reporting.
  • Apply the Power BI project lifecycle for efficient dashboard development.
  • Clean, transform, and prepare data using Power Query.
  • Design robust data models with relationships, schemas, and calendar tables.
  • Apply effective data visualization principles to build professional dashboards.
  • Write and use DAX functions for calculations, aggregations, and advanced analytics.
  • Produce project documentation (BRD & technical docs) to support reporting projects.
  • Explore prompt engineering and AI tools integration with Power BI.
  • Develop and present a complete Power BI dashboard in a business case scenario.

 

Audience

  • Business Analysts
  • Data Analysts
  • IT Professionals
  • Reporting Specialists
  • Project Managers handling data-driven projects
  • Anyone interested in transforming raw data into actionable insights

 

Pre- requisites 

  • Basic understanding of Microsoft Excel (formulas, pivot tables, charts)
  • Familiarity with databases and data concepts (helpful but not required)
  • No prior Power BI experience required

Course Content

 

Part 1: Introduction to Power BI

 

  • Definition of Terms
  • Benefits of Power BI for report generation
  • 3 parts of Power BI (Desktop, Service, Mobile)
  • Navigating through the user interface

 

Part 2: Power BI Project Lifecycle

 

  • Different approaches in Power BI Projects
  • 4 Phases of Dashboard Development

 

Part 3: Power Query

 

  • Loading Data
  • Navigating the Power Query Interface
  • Data Cleaning and Transformation
  • Introduction to M Query

Part 4: Data Modeling

  • Keys and Relationships
  • Flat / Star / Galaxy Schema
  • Data Normalization
  • Creating a Calendar Table

 

Part 5: Data Visualization

 

  • Principles of Data Visualization
  • Best Practices in Dashboard Design
  • Creating Simple Objects and Branding Elements
  • Customizing Visualizations
  • Using Slicers, Hierarchies, and Drill Down
  • AI Tools Integration
  • Analytics Pane in Visualizations

 

Part 6: DAX (Data Analysis Expressions)

 

  • Calculated Measure vs. Calculated Column
  • Aggregate Functions
  • X-Aggregators
  • Counting Functions
  • Logical Functions
  • Information Functions
  • DIVIDE Function
  • CALCULATE Function
  • Utilizing VAR
  • TEXT Functions
  • Date Functions
  • Table Functions

 

Part 7: Project Documentation

 

  • Conducting Requirement Gathering
  • Producing the Business Requirement Document (BRD)
  • Producing Technical Documentation

 

Part 8: Miscellaneous

 

  • Prompt Engineering for Power BI
  • Microsoft Power BI Documentation and Online Resources

 

Part 9: Case Study

 

  • Build your own dashboard based on provided business requirements
  • Presentation and peer review of dashboards

 

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  • Explain warehouse processes and their impact on inventory accuracy and service performance.
  • Evaluate warehouse layouts, storage systems, and product locations.
  • Identify appropriate controls for receiving, put-away, storage, picking, and dispatch.
  • Apply First-In, First-Out (FIFO) and First-Expired, First-Out (FEFO) principles.
  • Compare picking strategies based on order characteristics and operational requirements.
  • Identify causes of inventory discrepancies and recommend corrective actions.
  • Develop a cycle counting approach based on inventory value, movement, and risk.
  • Recognize sources of shrinkage and recommend preventive and detective controls.
  • Interpret warehouse productivity and inventory performance KPIs.
  • Review warehouse processes using supporting records, observations, and control evidence.
        Target Audience  
  • Warehouse supervisors, team leaders, and managers.
  • Inventory controllers and stock control personnel.
  • Logistics and distribution supervisors.
  • Internal auditors and operational compliance personnel.
  • Supply chain and operations professionals.
  • Personnel responsible for reviewing warehouse controls and performance.
  Prerequisites  
  • Basic familiarity with warehouse, logistics, or inventory activities.
  • General understanding of business processes and operational documentation.
  • Basic numerical skills, including percentages and simple calculations.
  • Basic spreadsheet skills are helpful.
  • No prior experience with a specific Warehouse Management System (WMS) is required.
   

Course Outline

  Day 1: Warehouse Processes, Layout, and Storage Controls Module 1: Warehouse Operations and Process Controls  
  • Warehouse roles within the supply chain.
  • End-to-end flow: receiving, put-away, storage, replenishment, picking, packing, and dispatch.
  • Physical stock movement and corresponding system transactions.
  • Responsibilities, authorization, and segregation of duties.
  • Common operational weaknesses and audit evidence.
  Module 2: Warehouse Layout and Storage Systems  
  • Functional zones, movement paths, and space utilization.
  • Receiving, storage, picking, staging, and dispatch areas.
  • Storage options: floor stacking, shelving, pallet racking, and bin storage.
  • Fixed and dynamic location systems.
  • Product slotting based on movement, size, handling needs, and compatibility.
  • Layout bottlenecks and their effects on productivity and inventory control.
  Module 3: Receiving and Put-Away  
  • Purchase orders, delivery documents, and expected receipts.
  • Quantity, condition, and item identification checks.
  • Recording shortages, overages, damage, and discrepancies.
  • Controls for acceptance, quarantine, and release.
  • Put-away rules and location confirmation.
  • Traceability through labels, barcodes, lot numbers, and serial numbers.
  • Timely recording of receipts and stock movements.
  Module 4: Storage, Stock Rotation, and Replenishment  
  • Storage discipline and location integrity.
  • FIFO and FEFO principles, applications, and limitations.
  • Batch, lot, and expiry-date management.
  • Controls for slow-moving, obsolete, damaged, and expired stock.
  • Replenishment of picking locations.
  • Supervision and review of stock rotation compliance.
    Day 2: Order Fulfillment and Inventory Accuracy Module 5: Picking Strategies and Order Fulfillment  
  • Discrete, batch, zone, and wave picking.
  • Selecting picking strategies for different order profiles.
  • Pick paths, location sequencing, and travel reduction.
  • Replenishment coordination and stock availability.
  • Picking verification and error prevention.
  • Packing, staging, and dispatch confirmation.
  • Handling short picks, substitutions, cancellations, and returns.
  Module 6: Inventory Records and Accuracy Controls  
  • Item master data, units of measure, and location records.
  • On-hand, available, allocated, and quarantined stock.
  • Transaction controls for receipts, transfers, issues, returns, and adjustments.
  • Common causes of physical and system stock mismatches.
  • Barcode scanning and WMS control points.
  • Inventory reconciliation and supporting documentation.
  • Measuring inventory accuracy and interpreting discrepancies.
  Module 7: Cycle Counting and Physical Inventory  
  • Cycle counting versus full physical inventory.
  • ABC classification and risk-based count priorities.
  • Count frequency based on value, movement, and discrepancy history.
  • Count preparation, blind counting, and movement controls.
  • Recounts, variance investigation, and adjustment approval.
  • Root cause analysis and corrective action follow-up.
  • Reviewing the effectiveness of the counting program.
  Module 8: Shrinkage Reduction and Inventory Protection  
  • Sources of shrinkage: loss, damage, theft, misplacement, and recording errors.
  • Access controls and accountability for stock movements.
  • Controls for high-value and sensitive inventory.
  • Returns, write-offs, scrap, and disposal controls.
  • Exception reporting and unusual transaction patterns.
  • Investigating recurring losses and unexplained adjustments.
  • Preventive and detective controls for shrinkage reduction.
    Day 3: Performance Management, Process Review, and Improvement Module 9: Warehouse Productivity and Inventory KPIs  
  • Receiving productivity and dock-to-stock time.
  • Put-away productivity and replenishment performance.
  • Picking productivity and order accuracy.
  • Inventory accuracy and cycle count variance.
  • Space utilization and storage capacity.
  • Shrinkage, damage, and expiry indicators.
  • Defining KPI formulas, data sources, and reporting boundaries.
  • Interpreting trends while balancing speed, accuracy, and service.
      Module 10: Supervising and Auditing Warehouse Processes  
  • Process mapping and identification of critical control points.
  • Reviewing procedures against actual warehouse practices.
  • Tracing transactions from documents to systems and physical stock.
  • Reviewing approvals, access rights, and segregation of duties.
  • Identifying control gaps and recurring process exceptions.
  • Documenting findings with clear supporting evidence.
  • Prioritizing corrective actions and tracking closure.
  Module 11: Warehouse Improvement Planning  
  • Identifying bottlenecks, unnecessary movement, and rework.
  • Improving layout, slotting, and picking arrangements.
  • Addressing inventory discrepancy root causes.
  • Standardizing transaction recording and exception handling.
  • Assigning improvement owners and measurable targets.
  • Monitoring results and sustaining operational improvements.
  Module 12: Capstone — Warehouse Operations and Inventory Improvement Plan  
  • Review a warehouse scenario containing layout, transaction, inventory, and performance information.
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  • Develop a cycle counting and inventory reconciliation plan.
  • Propose controls to reduce shrinkage and improve traceability.
  • Select relevant KPIs and define their calculation and reporting requirements.
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