Duration 5 Days – 40 hrs.

 

Overview

This advanced training program is designed for professionals responsible for building, maintaining, and enhancing centralized dashboards across multiple business functions. It focuses on strengthening technical Power BI expertise, improving data processing efficiency, and leveraging Microsoft Copilot AI features to accelerate analytics, automate reporting workflows, and enhance decision-making.

Participants will move beyond traditional reporting by learning advanced data modeling, DAX optimization, performance tuning, and AI-assisted insights generation. The course also addresses common challenges such as managing manual data files, improving data governance, and scaling analytics solutions across the organization.

By the end of the training, participants will be equipped to deliver high-performance dashboards, automate reporting pipelines, and utilize AI-powered analytics using Copilot for more strategic business insights.

 

Objectives

• Enhance data modeling and transformation techniques using Power Query 
• Develop advanced DAX calculations for complex business scenarios 
• Design high-performance, scalable dashboards 
• Optimize Power BI reports for speed and usability 
• Automate data refresh and reporting workflows 
• Implement data governance, security, and access control

  Leverage Microsoft Copilot in Power BI for: 

• Automated insights generation 
• Natural language queries 
• AI-assisted report creation 
• Reduce dependency on manual data processing 
• Enable data storytelling and business-driven analytics

 

Target Audience

• Power BI Developers / Analysts 
• Data Analysts / Reporting Specialists 
• Business Intelligence Professionals 
• MIS / Reporting Teams 
• IT and Data Teams supporting analytics platforms 
• Professionals handling centralized dashboards and reporting operations

 

Prerequisites 

• Basic to Intermediate knowledge of Power BI

  Familiarity with: 

• Data sources (Excel, SQL, APIs, etc.) 

• Basic DAX and Power Query 

• Experience in creating reports/dashboards is recommended 

• Understanding of business reporting processes is an advantage

 

Course Outline 

 

Day 1: Advanced Data Modeling & Transformation

Module 1: Data Architecture & Modeling Best Practices

• Star schema vs. Snowflake schema 
• Fact and dimension tables design 
• Handling large datasets efficiently 
• Data normalization vs denormalization 

Module 2: Advanced Power Query (M Language)

• Query optimization techniques 
• Parameterization and reusable queries 
• Handling messy and manual data sources 
• Data cleansing automation strategies 

Module 3: Data Integration

• Combining multiple data sources 
• Incremental data loading strategies 
• API and cloud-based data integration 

 

Day 2: Advanced DAX & Analytical Modeling

Module 4: Advanced DAX Concepts

• Context (Row vs Filter context deep dive) 
• CALCULATE and advanced filter manipulation 
• Time intelligence (YTD, MTD, rolling periods) 

Module 5: Complex Business Calculations

• Dynamic measures 
• Scenario analysis 
• Ranking and segmentation 
• Financial and operational KPI modeling 

Module 6: Optimization Techniques

• Reducing DAX complexity 
• Improving calculation performance 
• Debugging and troubleshooting DAX 

 

Day 3: Dashboard Design, UX & Performance Tuning

Module 7: Advanced Dashboard Design

• UX/UI principles for dashboards 
• Visual hierarchy and storytelling 
• Designing for executive vs operational users 

Module 8: Advanced Visualizations

• Custom visuals and advanced charts 
• Drill-through, bookmarks, and tooltips 
• Interactive dashboard techniques 

Module 9: Performance Optimization

• Data model optimization 
• Reducing report load time 
• Performance Analyzer usage 

 

Day 4: Automation, Governance & Enterprise Deployment

Module 10: Automation & Workflow Efficiency

• Scheduled refresh and data pipelines 
• Automating reporting processes 
• Integration with Power Automate 

Module 11: Data Governance & Security

• Row-Level Security (RLS) 
• Data access management 
• Workspace governance and lifecycle 

Module 12: Deployment & Collaboration

• Publishing and sharing reports 
• Version control and workspace management 
• Best practices for enterprise BI environments 

 

Day 5: Power BI Copilot & AI-Driven Analytics

Module 13: Introduction to Microsoft Copilot in Power BI

• Overview of Copilot capabilities 
• AI-assisted report generation 
• Natural language to dashboard 

Module 14: AI-Powered Insights & Automation

• Generating insights using Copilot 
• Automated summaries and narratives 
• Smart data exploration 

Module 15: Practical Use Cases

• Reducing manual reporting effort 
• Accelerating dashboard creation 
• Enhancing decision-making with AI 

Module 16: Capstone Project (Hands-On)

• Build an end-to-end dashboard using: 
  • Advanced modeling 
  • DAX 
  • Performance optimization 
  • Copilot features 
• Presentation and feedback session 

Key Value for Trainee (Aligned to Current Role)

• Replacing manual data handling with automated workflows 
• Improving dashboard scalability and performance 
• Enabling faster report development using Copilot AI 
• Enhancing ability to support multiple business units efficiently 
• Transitioning from report builder → analytics strategist