1. Introduction to Power BI
Power BI is introduced through the overall workflow that links data sources, preparation, modeling, and reporting. The section establishes how work is organized in the environment and clarifies the structure of reports and datasets before more advanced transformations are added.
2. Importing data with Power Query
Import processes in Power Query are built around repeated sources, changing file locations, and heterogeneous formats. Participants retrieve data from Excel folders, PDF files, and databases, automate consolidation across worksheets in XLSX files, and replace data sources when needed.
- from folders with Excel files, PDF,
- automation of combining data from all worksheets from XLSX files,
- retrieving data from databases,
- replacing data sources.
3. Data correction
Preparing usable data frequently involves correcting values before they reach the model. The work here includes date and time calculations, text transformations, and numeric functions, with an emphasis on shaping fields into forms suitable for later analysis and reporting.
- calculations for date and time,
- working with text, numeric functions, etc.
4. Operations on data
Business rules often need to be translated into conditional logic before data can be modeled correctly. This part uses If, And, Or, and Switch functions, then moves to merging and appending queries so information from separate datasets can be combined properly.
- using the logical functions If, And, Or, Switch,
- merging and appending queries.
5. Power Query
Using parameters in Power Query makes transformations easier to control when sources or processing rules need to change. The section also introduces the M language, showing how query logic is expressed and how generated code can be understood at a basic level.
- working with parameters,
- introduction to the M language.
6. Data analysis
A reliable analysis model starts with relationships between tables and a structure that supports consistent filtering. Here the focus is on the data model itself, creating table relationships, and building hierarchies that make navigation and aggregation more coherent.
- discussion of the data model and creating relationships between tables,
- hierarchies.
7. Calculations
Calculated columns and measures serve different roles in a Power BI model, and choosing the right one affects both analysis and report behavior. The section explains how each approach works and when calculations should be stored in the model versus evaluated dynamically.
- calculated columns,
- calculated measures.
8. Discussion of selected functions of the DAX language
Controlling calculation context in DAX requires combining core functions with a clear measure logic. This part focuses on CALCULATE, FILTER, variables, RELATED and RELATEDTABLE, as well as iterator functions such as SUMX, AVERAGEX, RANKX, VALUES, and ALL.
- Calculate and Filter,
- variables,
- Related. Relatatedtable,
- Sumx, Averagex etc.,
- RanX, Values, All etc.
9. Data visualization
Interactive reporting depends on well-configured filters, slicers, and analytical elements embedded in visuals. Participants work with map-based presentations, show average, minimum, and maximum values on charts, and build what-if scenarios supported by parameter tables.
- defining filters for the presented data,
- slicers,
- visualization of geographical data on the map,
- analyses – displaying the average, max, min values on the chart,
- what-if analysis,
- parameter table.
10. Working in a group – Power BI service
Power BI Service is used here as the collaborative layer for working with reports in the browser. The section covers publishing and sharing content, assigning access permissions, and organizing dashboards so teams can consume and manage reports without returning to Desktop.
- interface and working from the browser level,
- sharing reports,
- granting access rights,
- dashboards.