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

