Duration: 5 days – 35 hrs
Overview
This course is designed to equip participants with the skills needed to leverage Power BI for data visualization and reporting, along with integrating automated email notifications and setting up APIs. Participants will learn how to create interactive dashboards, automate report distribution via email, and connect Power BI with various data sources using APIs.
Objectives
• Understand the fundamentals of Power BI.
• Create and customize interactive dashboards and reports.
• Implement automated email notifications for report distribution.
• Set up and configure APIs to connect Power BI with various data sources.
• Apply best practices for managing and securing Power BI data and integrations.
Audience
• Data Analysts
• Business Intelligence Professionals
• IT Professionals
• Developers
• Anyone interested in learning how to automate and integrate Power BI with external systems
Prerequisites
• Basic understanding of data visualization concepts
• Familiarity with Power BI basics (recommended)
Course Content
Topic 1: Introduction to Power BI
• Overview of Power BI and its components
• Installing and setting up Power BI Desktop
• Connecting to various data sources (Excel, databases, web sources)
• Transforming and shaping data using Power Query
Topic 2: Data Modeling and Relationships
• Understanding data models and relationships
• Creating relationships between tables
• Building a star schema for effective data modeling
• DAX (Data Analysis Expressions) basics for calculations
Topic 3: Data Visualization Fundamentals
• Introduction to Power BI’s visualization tools
• Design principles for effective data visualization
• Creating basic visualizations: bar charts, line charts, pie charts, etc.
• Formatting and customizing visuals for clarity
Topic 4: Advanced Visualizations and Interactivity
• Exploring advanced visualizations: scatter plots, maps, funnel charts, etc.
• Implementing custom visuals and integrating them into reports
• Adding interactivity through slicers, filters, and drill-through actions
• Creating calculated measures and columns using DAX
Topic 5: Power BI Desktop to Power BI Service
• Publishing reports from Power BI Desktop to Power BI Service
• Managing workspaces, datasets, and reports in Power BI Service
• Collaborative features: sharing, collaboration, and commenting
• Creating dashboards and pinning visuals to dashboards
Topic 6: Data Refresh and Security
• Understanding data refresh: on-premises and cloud data sources
• Scheduling automatic data refresh in Power BI Service
• Implementing row-level security for sensitive data
• Managing roles and permissions within Power BI
Topic 7: API Setup and Integration
• Connecting to Power BI via APIs:
o Overview of Power BI REST APIs
o Setting up API access for Power BI
o Authenticating and authorizing API requests
Topic 8: Automating Reports and Dashboards:
• Scheduling report generation and delivery
• Sending automated email alerts with Power BI reports
Topic 9: Advanced Topics and Real-World Projects
• Introduction to Power Query M language for advanced transformations
• Building complex DAX calculations: time intelligence, advanced measures
• Designing end-to-end Power BI solutions for real-world scenarios
• Final project: Creating a comprehensive interactive dashboard from scratch
