01. Power BI Desktop, data and first report
- Understand Desktop, Service and workflow
- Connect to Excel and common sources
- Understand tables, fields and data types
- Create basic visuals
- Use the Filters pane
- Save a first PBIX file
PbMicrosoft Power BI
Build your training plan
Drag modules into your plan, then reorder them to match your team’s needs. Each module is a private three-hour session.
Your customized pathway
Drag modules to the centre
The catalogue stays on the right. Your plan is built in the centre and totals update automatically.
Microsoft Power BI
The 10 available modules
Each module is three hours and can be combined with others to create a pathway suited to your team’s level and priorities.
02. Power Query and data preparation
- Open and read Power Query steps
- Clean columns and values
- Change data types
- Split, merge and replace values
- Append or merge queries
- Create repeatable preparation without advanced code
03. Data model and relationships
- Understand fact and dimension tables
- Create and verify relationships
- Understand cardinality and filter direction
- Build a simple star schema
- Create a date table when needed
- Avoid ambiguous or overly complex models
04. Visualizations and report design
- Choose the right visual for the question
- Create cards, charts and matrices
- Apply consistent themes and formatting
- Use interactions between visuals
- Create readable, well-structured pages
- Apply accessibility principles
05. Essential DAX measures
- Understand calculated columns versus measures
- Create SUM, COUNT and DISTINCTCOUNT measures
- Use DIVIDE for ratios
- Understand CALCULATE at a practical level
- Create KPIs and percentages
- Organize and name measures clearly
06. Filters, slicers and interactive navigation
- Create effective slicers
- Manage visual, page and report filters
- Use drill-down and drill-through
- Create useful tooltips
- Use bookmarks and buttons
- Build a clear navigation experience
07. Time, trends and performance indicators
- Work with dates and periods
- Compare current and previous periods
- Create monthly or yearly trends
- Build targets and variances
- Display KPIs with context
- Validate time-based calculations
08. Power BI Service, publishing and sharing
- Publish a report to Power BI Service
- Understand workspaces
- Create dashboards where appropriate
- Configure refresh based on available permissions
- Share with the right users
- Understand Power BI apps at a functional level
09. Security, governance and performance
- Understand row-level security
- Manage roles and access responsibly
- Identify sensitive data
- Reduce unnecessary columns and detail
- Identify heavy visuals or models
- Apply governance conventions
10. Complete project, validation and handoff
- Start from a clear business requirement
- Prepare and model the data
- Build required pages and measures
- Validate figures against the source
- Document KPI definitions
- Prepare publishing, training and maintenance