Foundation & Orientation
- Understand the full Power BI ecosystem: Desktop, Service, and Report Server
- When to use cloud vs. on‑premises BI solutions (governance, compliance, security)
- Overview of how Power BI fits into modern analytics workflows
Getting Started With Power BI Desktop
- Tour of the interface: ribbon, panes, views (Report, Data, Model)
- Customizing the workspace for productivity
- Connecting to common data sources: Excel, CSV, SQL
- Managing credentials, privacy levels, and refresh behaviors
Data Prep Basics
- Using Power Query for data shaping
- Filtering, sorting, replacing values, and basic transformations
- Intro to aggregation functions (SUM, AVERAGE, COUNT)
- Understanding data types and why they matter
Your First Report
- Build foundational visuals: bar, line, clustered charts, maps, tables
- How to choose the right visual for the right question
- Clean design principles: readability, color usage, layout flow
- Creating simple calculated fields for added insight
Enhancing Reports
- Adding slicers (list, dropdown, date) to enable interactivity
- Using filters at visual, page, and report levels
- Applying visual formatting (colors, labels, conditional formatting)
- Using themes for consistent branding
Deploying to Power BI Report Server
- Publishing steps from Desktop → Report Server
- Navigating folders, versioning, and updates
- Basic overview of data refresh options and scheduling
