Pro Power BI for Desktop

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Deliver eye-catching Business Intelligence with Microsoft Power BI Desktop. This new edition has been updated to cover all the latest features, including combo charts, Cartesian charts, trend lines, use of gauges, and more. Also covered are Top-N features, the ability to bin data into groupings and chart the groupings, and new techniques for detecting and handling outlier data points.

You can take data from virtually any source and use it to produce stunning dashboards and compelling reports that will seize your audience’s attention. Slice and dice the data with remarkable ease and then add metrics and KPIs to project the insights that create your competitive advantage. Make raw data into clear, accurate, and interactive information with Microsoft’s free self-service business intelligence tool.

Pro Power BI Desktop shows you how to choose from a wide range of built-in and third-party visualization types so that your message is always enhanced. You’ll be able to deliver those results on the PC, tablets, and smartphones, as well as share results via the cloud. This course helps you save time by preparing the underlying data correctly without needing an IT department to prepare it for you.

This course is designed for persons for everyone from CEOs and Business Intelligence developers to power users and IT managers.

Deliver attention-grabbing information, turning data into insight
Mash up data from multiple sources into a cleansed and coherent data model
Create dashboards that help in monitoring key performance indicators of your business
Build interdependent charts, maps, and tables to deliver visually stunning information
Share business intelligence in the cloud without involving IT
Deliver visually stunning and interactive charts, maps, and tables
Find new insights as you chop and tweak your data as never before
Adapt delivery to mobile devices such as phones and tablets

Module 1: Getting Started

Lesson 1: Introduction to Power BI

What is Power BI and its business value
Power BI ecosystem overview (Desktop, Service, Mobile)
Core building blocks: Dataset, Report, Dashboard, Visual
End-to-end workflow: Connect → Transform → Model → Visualize → Share
Licensing overview: Free, Pro, Premium

Lesson 2: Power BI Desktop Basics

Interface overview: Report, Data, Model views
Creating basic visuals (bar, line, table, card)
Formatting visuals and applying themes
Using slicers and filters for interactivity

Lab: Build Your First Report

Outcome: Create and publish your first interactive Power BI report.

Get and load data
Create and format visuals
Add slicers and filters
Publish to Power BI Service

Module 2: Data Transformation & Data Loading in Power BI

Lesson 1: Connecting to Data Sources in Power BI

Objective: Understand how Power BI connects to various data sources and how storage mode impacts performance and design.

Connecting to common data sources: Excel, CSV, Web, SQL Server
Choosing the appropriate Storage Mode: Import, DirectQuery, Live Connection
Understanding the decision: Load vs. Transform Data
Performance and governance considerations when selecting storage modes

Lesson 2: Introduction to Power Query Editor

Objective: Learn how Power BI transforms raw data into analytical-ready datasets.

Opening Power Query Editor from Power BI Desktop
How Power Query works
Key benefits of Power Query
Navigating the Power Query interface

Lesson 3: Core Data Transformations in Power Query

Objective: Perform essential data cleansing and shaping operations.

Power Query settings: Data Profiling tools, Formula Bar
Understanding Applied Steps logic
Column-Level Transformations
- Change Data Type
- Split Columns
- Merge Columns
- Unpivot Columns
- Add Custom Columns
Row-Level Transformations
- Use First Row as Headers
- Remove Rows (Top/Bottom/Errors/Blank)
- Filter Rows
Loading Data

Lab 1: Transform World Oil Dataset

Clean and shape global oil production data
Prepare dataset for reporting
Create a trend analysis report for World Oil Production

Lab 2: Transform House Rules Board Games Dataset

Connect to multiple files
Transform sales data (clean, shape, standardize)
Prepare dimension and fact tables for modeling

Module 3: Data Modeling and Calculation

Lesson 1: Building a Strong Data Model Foundation

Objective: Understand how to design scalable, high-performance data models in Power BI.

Overview of the Power BI Data Model architecture
Exploring Model View and table classifications (Fact vs. Dimension)
Designing and validating a Star Schema
Identifying and selecting the correct key columns for relationships
Creating, editing, and troubleshooting relationships
Best practices for clean, optimized data models

Lesson 2: DAX Fundamentals - Thinking in Expressions

Objective: Build a strong conceptual foundation in DAX for analytical calculations.

What is DAX (Data Analysis Expressions) and why it matters
Understanding basic DAX syntax and structure
Core concepts to master early:
- Row Context vs. Filter Context
- Calculated Columns vs. Measures
- Evaluation Context
Common DAX functions and how to use official DAX references

Lab 1: Review and evaluate an existing data model

Lesson 3: Creating Calculated Columns for Business Logic

Objective: Apply row-level calculations to enrich your data model.

What are calculated columns and when to use them
Performance considerations and modeling impact

Lab 2: House Rules Board Games Dataset

Task 1: Perform basic calculations to compute Sales Profit
Task 2: Analyze age group distribution using SWITCH()
Task 3: Retrieve related values from another table using RELATED()
Discussion: When calculated columns are appropriate vs. when they are not

Lesson 4: Creating Foundational Measures for Reporting

Objective: Build dynamic aggregations that power interactive reports.

What is a measure and how it differs from a calculated column
Implicit vs. Explicit measures
Core aggregation functions: SUM, AVERAGE, COUNTROWS, DISTINCTCOUNT, MIN, MAX
Column vs. Measure: Conceptual and performance comparison

Lab 3: House Rules Board Games Dataset

Task 1: Create a measure to count the number of customers
Task 2: Create a measure to count the number of invoices
Task 3: Add measures to report visuals and analyze behavior
Task 4: Organize measures using Display Folders for model governance

Module 4: Advanced DAX Calculations & Context Mastery

Lesson 1: Modifying Filter Context

Objective: Understand and control filter context to create dynamic, enterprise-level calculations.

What is Filter Context and how it impacts measures
Foundations of evaluation context
CALCULATE Deep Dive: Boolean filter expressions, Table filter functions
Removing and modifying filters: ALL(), ALLEXCEPT()
Practical enterprise use cases (regional comparison, contribution analysis, dynamic benchmarks)

Lab 1: House Rules Board Games Dataset

Task 1: Identify products where Sales Amount is double the Product Cost in the Central Region
Task 2: Calculate % contribution to: Grand Total, Each Region

Lesson 2: Examining & Debugging Filter Context

Objective: Learn how to inspect and debug filter behavior for dynamic reporting.

Understanding how filter context flows through visuals
Inspecting context with: VALUES(), SELECTEDVALUE(), HASONEVALUE()
Debugging techniques: ISFILTERED(), ISINSCOPE()

Lab 2: House Rules Board Games Dataset

Capture user selections to control measure calculations
Create dynamic report titles based on slicer selections

Lesson 3: Using Iterator Functions

Objective: Perform row-by-row calculations for advanced aggregation scenarios.

What are iterator functions
How iterators create row context internally
Common iterator functions (e.g., SUMX(), AVERAGEX(), RANKX())
Case study: Complex summarization across multiple dimensions
Ranking techniques using iterator functions

Lab 3: House Rules Board Games Dataset

Summarize multiple rows using iterator functions
Implement ranking logic with RANKX()

Module 5: Advanced Report Skills & Sharing

Lesson 1: Advanced analytics visuals

Using advanced visuals for deeper insights
Top N analysis and ranking techniques
Trend analysis and dynamic filtering
Enhancing storytelling with analytical features

Lesson 2: Enhancing reports

Designing clean and user-friendly report pages
Edit Interactions between visuals
Bookmarks & Buttons for navigation
Conditional Formatting for dynamic highlighting
Drill-through reports for detailed analysis
Report Page Tooltips for contextual insights
What-If Parameters for scenario analysis

Lab 1: House Rules Board Games Dataset

Task 1: Prepare and design a professional report page
Task 2: Apply TOPN filter for ranking analysis
Task 3: Configure visual interactions
Task 4: Implement Bookmarks & Buttons
Task 5: Apply Conditional Formatting
Task 6: Create a Drill-through report
Task 7: Design a Report Page Tooltip
Task 8: Build a What-If Parameter for simulation

Lesson 3: Row-Level Security (RLS)

What is Row-Level Security (RLS)?
Configure RLS in Power BI Desktop
- Create security roles
- Define DAX filters for each role
- Test and validate roles using “View as”
Assign Roles in Power BI Service
- Publish report to Power BI Service
- Assign users or groups to security roles
- Validate access from end-user perspective

Lesson 4: Power BI Service & Sharing

Power BI Service Overview (Shared Workspaces, Apps, and Dashboards, Reports)
Sharing and collaboration
- Sharing reports with individuals and groups
- Managing report permissions (Viewer, Member, Contributor, Admin)
- Best practices for secure collaboration
- Sharing via Apps for enterprise distribution
Data Refresh & Gateways