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Power BI Fast Track

Module 01: Advancing Your Power BI Knowledge
Deep dive into the Power BI ecosystem, understanding key workflows, the role of Power BI in business decision-making, and an overview of intermediate-level capabilities.

Module 02: Efficient Data Connectivity & Transformation
Connecting to multiple data sources (databases, Excel, text, cloud services), working with Power Query for data cleaning and transformation, handling common data issues, and understanding query dependencies.

Module 03: Data Modeling & Relationship Management
Exploring relational data concepts, defining relationships between tables, understanding cardinality and filter directions, working with fact and dimension tables, understanding primary and foreign keys.

Module 04: Strengthening Your DAX Skills
Introduction to DAX, understanding calculated tables, columns and measures, creating measures using DAX functions (FILTER, CALCULATE, RANKX, etc.), working with context modifiers, and improving report performance with optimized DAX.

Module 05: Dashboard Development in Power BI Desktop
Exploring report, table, and model views, designing interactive visuals, using advanced slicers and bookmarks, incorporating drill-through pages, and implementing tooltip enhancements for better storytelling.

Module 06: Dashboard Design & User Experience Optimization
Best practices for structuring dashboards, choosing the right visualizations for complex datasets, improving usability with navigation buttons, optimizing layouts, and making dashboards more engaging.

Module 07: Enhancing Reports with AI Features
Working with AI-powered visuals (Key Influencers, Decomposition Tree, Smart Narratives), leveraging Quick Insights, understanding Power BI’s natural language Q&A feature.

Module 08: Managing & Sharing Reports Effectively
Publishing reports to the Power BI Service, setting up scheduled refreshes, understanding security considerations, configuring Row-Level Security (RLS), and collaborating with teams using workspaces and apps.

Module 09: Developing Dashboards for Mobile Devices
Optimizing reports for mobile devices, designing responsive dashboards, setting up alerts and notifications, and consuming reports on the go.

Module 10: Performance Optimization & Best Practices
Improving report speed with aggregations, reducing dataset size, understanding query folding and incremental refresh, and troubleshooting common performance bottlenecks.

Module 11: Power BI & AI Together
Prompt engineering tips, exploring how ChatGPT and Copilot can assist in Power BI, including generating and troubleshooting DAX formulas, optimizing queries, understanding complex BI concepts, and streamlining report-building.

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Business Intelligence with Power BI

Module 01: Introduction to Business Intelligence
Understanding BI, Self-Service BI workflow, key BI tools, and why BI is essential.

Module 02: Data Connectivity & Transformation with Power Query
Understanding ETL, extracting, cleaning, and transforming data from multiple sources (SQL, Excel, Web, etc.), adding parameters, understanding “Transform” vs “Add Column” tabs, Import vs Direct Query vs Live Connection, working with advanced query editor.

Module 03: Data Modeling and Semantic Models
Data modeling and why we need it, normalization vs. denormalization, facts vs. dimensions tables, primary vs. foreign key, star schema vs. flat tables, understanding ‘Star Schema’, relationships, cardinality and filter flow, semantic models.

Module 04: Advanced Data Analysis with DAX
Introduction to DAX, calculated columns vs. measures, row context vs. filter context, common DAX functions, CALCULATE and FILTER functions, logical and iterator functions, time intelligence, DAX Query and TMDL View, helpful resources to master DAX.

Module 05: Dashboard Design Best Practices
Understanding the difference between dashboards and reports, choosing the right visuals, formatting, avoiding clutter, using colors strategically, and making insights clear and actionable.

Module 06: Building Interactive Dashboards in Power BI Desktop
Report, Table and Model view, adding visuals, slicers, bookmarks, tooltips, drill-through features, optimizing for performance, and designing user-friendly, interactive dashboards, working with “Optimize” tab, creating roles based on RLS.

Module 07: Enhancing Reports with Custom Visuals
AppSource, when to use Custom Visuals, importing visuals from AppSource, exploring categories, and using them effectively, working with “Charticulator”, understanding Python and R visuals.

Module 08: AI-Driven Insights in Power BI
Using AI visuals (Key Influencers, Smart Narratives, Q&A, Decomposition Tree, Anomaly Detection), working with the “Analyze” feature.

Module 09: Power BI Service & Report Sharing
Understanding Power BI Service, logging into the service with an official email, understanding dashboards vs. reports, creating workspaces, configuring Data Gateway, full vs. incremental refresh, scheduling refresh, and sharing reports securely across an organization.

Module 10: Power BI Mobile App
Optimizing reports for mobile devices, designing responsive dashboards, setting up alerts and notifications, and consuming reports on the go.

Module 11: Power BI & AI Together
Prompt engineering tips, exploring how ChatGPT can assist in Power BI, including generating and troubleshooting DAX formulas, optimizing queries, understanding complex BI concepts, and streamlining report-building with Copilot for Power BI.

Module 12: External Tools for Power BI
Understanding the utilization of external tools, essential training on DAX Studio, Tabular Editor, and VertiPaq Analyzer.

Module 13: Performance Optimization & Best Practices
Improving report speed with aggregations, developing effective DAX and semantic models, reducing dataset size, understanding query folding and incremental refresh, and troubleshooting common performance bottlenecks.

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Business Intelligence with Power Excel

Module 01: Boosting Productivity with Excel Tables & Slicers
From regular range to Excel table, table elements, total row, design contextual tab, slicers, summarizing with PivotTable, and advanced case scenarios.

Module 02: Efficient Data Management
Advanced sorting by cell properties, custom sort lists, text, date and numeric filtering, advanced filter, subtotals and auto outlining, splitting columns by delimiter, highlighting and removing duplicate records.

Module 03: Advanced Formatting Techniques
Paste special, cell styles, auto fill, fill series, flash fill, find and replace, quick analysis tools, shortcut menu, cell indenting, merging cells, ‘Center Across Selection’ and ‘Wrap Text’, adding and formatting objects.

Module 04: Smartly Managing Multiple Worksheets and Workbooks
Workbook templates, hyperlinks, workbook themes, headers and footers, gridlines and freezing panes, quick access toolbar, workbook views, window views, document properties, external links, securing worksheets and workbooks, Tell Me Assistant.

Module 05: Spotlighting Dynamic Data with Conditional Formatting
Highlight cell rules, top/bottom rules, using data bars, analyzing variance with color scales, formula-based formatting, real case scenarios, and managing rules.

Module 06: Data Visualization with Charts and Graphs
Data visualization rules and concepts, Excel charts overview, templates, chart tools, design contextual tab, common chart types, inserting and formatting specialized charts, adding chart objects, and creating professional charts.

Module 07: Data Analysis with Pivot Tables & Dashboards
Summarizing data dynamically, pivot table design choices and styles, creating custom reports and styles, modifying layout, applying conditional formatting, common issues and solutions, macros integration, and interactive dashboards with Pivot Charts.

Module 08: Advanced Formulas and Functions
Formula tools, formula auditing, named ranges, common functions, conditional operators, lookup functions, math and statistical functions, conditional summing, date and time functions, text functions, array functions, and formula error handling.

Module 09: Macro Integration for Automating Tasks
Recording and editing macros, assigning macros to buttons, using macros to automate repetitive tasks, understanding basic VBA concepts for simple automation scenarios.

Module 10: Data Validation for Accuracy
Creating dropdown lists, multilevel dropdowns, dashboards with conditional functions, conditional formatting and data validation, input messages and error alerts, restricting data input to ensure accuracy.

Module 11: What-If Analysis for Scenario Planning
Creating business scenarios for decision-making using Scenario Manager, Data Table, Goal Seek, Forecast Sheet, and Solver.

Module 12: Excel Integration with Word, Outlook & PowerPoint
Creating automated performance reviews by integrating Excel with PowerPoint, and generating automated letters and emails using Excel integration with Word and Outlook.

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