1. Introduction to Power BI
Power BI combines several components that serve different roles in reporting and analysis. The section introduces Desktop, Service and Mobile, explains the main areas of the Desktop interface, and clarifies how Power BI differs from Excel in everyday analytical work.
- components of the Power BI platform: Desktop, Service, Mobile,
- overview of the Power BI Desktop user interface,
- differences between Power BI and Excel.
2. Retrieving and importing data
Working with Excel, CSV, databases and web sources starts with choosing the right connection method. This part explains how to retrieve data, configure sources, compare Import with DirectQuery, and handle refresh behavior for datasets used in reports.
- importing data from Excel files, CSV, databases, Web,
- discussion of import mode and DirectQuery,
- data refresh and data source.
3. Power Query – data transformation
Before data can be modeled, it often needs to be cleaned and reshaped in Power Query. Participants perform filtering, column transformations, type corrections, table merges and joins, and create custom columns to prepare structured datasets for further analysis.
- cleaning and filtering data,
- merging and joining tables,
- transforming columns and data types,
- adding custom columns,
- applying basic operations to data.
4. Data modeling
Relationships between tables determine how data can be analyzed across the model. Here the focus is on keys, one-way and two-way relationships, basic DAX measures and calculated columns, along with data categories and formatting that support consistent reporting.
- creating relationships between tables,
- setting primary keys and one-way/two-way relationships,
- creating simple measures and calculated columns (DAX – basics),
- data categories and formatting.
5. Creating reports and visualizations
Building report pages in Power BI requires matching visuals to the type of analysis being performed. The section covers charts, tables, cards and maps, then moves to grouping, filtering and interactive elements such as slicers and visual-level interactions.
- overview of available types of visualizations,
- creating charts, tables, cards and maps,
- grouping and filtering data on visualizations,
- adding interactivity: filters, segmentators, slicers.
6. Publishing and sharing
Once a report is ready, it needs to be delivered and maintained in Power BI Service. Participants work through publishing, arranging content online, configuring dashboards, sharing reports for team collaboration, and setting automatic data refresh for connected sources.
- publishing reports in Power BI Service,
- configuration of dashboards,
- sharing reports and collaboration in the team,
- automatic data refresh.
7. Best practices in working with Power BI
PBIX file structure affects both maintainability and report performance. This section focuses on organizing pages and report elements, improving visualization readability and usability, and applying practical optimization techniques to the data model and report layer.
- PBIX file structure and report organization,
- readability and ergonomics of visualizations,
- tips on performance and model optimization.