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Sebastian Taylor

Power BI Fundamentals is for analysts looking to create professional, meaningful, and intuitive Power BI reports from a variety of data sources.

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Power BI Fundamentals is for analysts looking to create professional, meaningful, and intuitive Power BI reports from a variety of data sources.

Power BI is the most widely adopted business intelligence tool, offering powerful functionality to import, transform, analyze, and visualize data.

In this course, you will learn the fundamental skills in Power BI that will allow you to create meaningful and visual stories with your data. We will start with the core-functionality and slowly build upon it as we create a two-page Power BI report that analyzes the sales, costs, and targets for a retail business. All areas of Power BI will be covered: importing and transforming data in the Power Query Editor, analyzing data with DAX, visualizing data and adding interactivity with user experience elements, and sharing reports in the Power BI Service.

Upon completing this course, you will be able to:

• Import multiple sources of data into Power BI with the Power Query Editor

• Create a report data model using queries as the model tables

• Analyze the data model using DAX measures and calculated columns

• Build a Power BI report containing a variety of different visuals

• Add user experience elements to make a Power BI report easier and more intuitive to interact with

• Explore the Power BI Service—use Power BI online to share reports and interact with different Power BI elements

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What's inside

Syllabus

Getting Started
Welcome to the Power BI Fundamentals course. In this course, you will learn the fundamental skills in Power BI that will allow you to create meaningful and visual stories with your data.
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Power Query
In this module, we will connect to the source data for our Power BI report - importing and transforming it in the Power Query Editor before loading to our report. 
Data Modeling & Basic DAX Measures
In this module, we will take the queries that we created in the Power Query Editor and relate them together to create our report Data Model.
Week 1 Challenge
Sales - Visuals & DAX
In this module, we will start to visualize our data - leveraging the work we have done importing, transforming, and modeling our data.
Cost - Visuals & DAX
In this module, we will continue to visualize our data. We will add to our data model, to introduce an additional fact table containing information on the costs of the business as well as the sales targets.
User Experience
In this module, we will enhance the visuals in our Power BI report by adding user experience elements.
Week 2 Challenge
Sharing
In this module, we will cover the main concepts of publishing and sharing in Power BI.
Course Conclusion
Week 3 Challenge

Good to know

Know what's good
, what to watch for
, and possible dealbreakers
Develops the fundamental skills needed to create visual and insightful business reports
Teaches how to import and transform data from various sources into Power BI using the Power Query Editor
Explores the use of DAX measures and calculated columns to analyze data within the Power BI model
Covers a range of visualizations and user experience elements to enhance the interactivity and readability of reports
Teaches how to share and collaborate on reports using the Power BI service
Guided by Sebastian Taylor, an experienced instructor in Power BI

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Activities

Be better prepared before your course. Deepen your understanding during and after it. Supplement your coursework and achieve mastery of the topics covered in Power BI Fundamentals with these activities:
Power BI Resources Collection
Gather and organize valuable resources, such as documentation, articles, and videos, to support your learning journey.
Show steps
  • Compile a list of relevant Power BI resources from various sources.
  • Categorize and organize the resources for easy reference.
  • Share your collection with other learners to contribute to the community.
Review DAX Basics
Brush up on DAX basics to strengthen your foundation for building meaningful measures and calculated columns.
Browse courses on DAX
Show steps
  • Revisit documentation or tutorials on DAX syntax and functions.
  • Practice creating simple DAX measures and calculated columns using sample data.
Data Modeling Exercise
Enhance your data modeling skills by working through a guided exercise involving data transformation and relationship building.
Browse courses on Data Modeling
Show steps
  • Import and transform sample data using Power Query.
  • Create relationships between tables based on common fields.
  • Optimize your data model for performance and efficiency.
Four other activities
Expand to see all activities and additional details
Show all seven activities
Power BI User Group Meeting
Connect with peers and industry professionals to share knowledge, best practices, and troubleshoot challenges in Power BI.
Show steps
  • Attend a local or online Power BI user group meeting.
  • Participate in discussions and ask questions to gain insights from others.
  • Share your own experiences and knowledge to contribute to the community.
Advanced Visualization Techniques
Delve into advanced visualization techniques to create more engaging and informative Power BI reports.
Browse courses on Interactive Dashboards
Show steps
  • Explore tutorials on creating interactive dashboards with drill-down capabilities.
  • Experiment with custom visuals to enhance data presentation.
Power BI Advanced Techniques Workshop
Participate in a workshop that focuses on advanced techniques and best practices in Power BI to enhance your skills and knowledge.
Browse courses on Data Analysis Techniques
Show steps
  • Register for and attend an advanced Power BI workshop.
  • Actively participate in exercises and discussions to learn from experts.
  • Apply the techniques and strategies covered in the workshop to your own projects.
Interactive Sales Dashboard
Apply your knowledge by creating an interactive sales dashboard that provides insights into key metrics and trends.
Browse courses on Sales Analysis
Show steps
  • Design the layout and functionality of the dashboard.
  • Develop DAX measures and calculated columns to analyze sales data.
  • Create visualizations and add interactivity to present the data effectively.

Career center

Learners who complete Power BI Fundamentals will develop knowledge and skills that may be useful to these careers:
Data Analyst
As a Data Analyst, you will be responsible for collecting, cleaning, and analyzing large datasets to uncover hidden patterns and trends. The Power BI Fundamentals course will provide you with the essential skills to excel in this role. You will learn how to import and transform data, create data models, and visualize insights using Power BI's intuitive interface. With the knowledge gained from this course, you will be well-equipped to support data-driven decision-making and contribute to the success of your organization.
Data Visualization Specialist
Data Visualization Specialists are responsible for creating visually compelling and informative representations of data. The Power BI Fundamentals course is highly relevant to this role, as it provides a comprehensive understanding of Power BI's visualization capabilities. You will learn how to choose the right visuals for different types of data, create interactive dashboards, and communicate insights effectively. With the skills gained from this course, you will be well-prepared to contribute to the success of your organization through data-driven storytelling.
Business Intelligence Analyst
Business Intelligence Analysts use data analysis and visualization techniques to provide insights that drive business decisions. The Power BI Fundamentals course is a valuable asset for this role, as it provides a comprehensive understanding of Power BI's capabilities and best practices. You will learn how to connect to data sources, transform data, create interactive dashboards, and communicate insights effectively. With the skills gained from this course, you will be well-equipped to contribute to the success of your organization through data-driven decision-making.
Business Analyst
A Business Analyst plays a critical role in bridging the gap between business stakeholders and technical teams. This course in Power BI Fundamentals will equip you with the skills necessary to analyze business data, identify trends, and communicate insights to stakeholders. By leveraging the powerful capabilities of Power BI, you can create visually compelling reports and dashboards that effectively convey complex information. This course provides a solid foundation for aspiring Business Analysts, enabling them to contribute to data-driven decision-making and drive business value.
Sales Analyst
Sales Analysts are responsible for analyzing sales data to identify trends, patterns, and opportunities. The Power BI Fundamentals course is highly relevant to this role, as it provides a comprehensive understanding of data analysis and visualization techniques. You will learn how to analyze sales data, create interactive dashboards, and communicate insights effectively. With the skills gained from this course, you will be well-prepared to support sales teams, identify growth opportunities, and contribute to the success of your organization.
Financial Analyst
Financial Analysts play a vital role in evaluating and interpreting financial data to inform investment decisions. The Power BI Fundamentals course is highly relevant to this field, as it provides a comprehensive understanding of data analysis and visualization techniques. By mastering Power BI, you will be able to analyze financial data, create interactive dashboards, and communicate insights effectively. This course will enhance your ability to identify opportunities, assess risks, and make sound financial decisions.
Market Research Analyst
Market Research Analysts are responsible for gathering and interpreting data to understand market trends and consumer behavior. The Power BI Fundamentals course will provide you with the tools and techniques to excel in this role. You will learn how to collect data from various sources, analyze it using Power BI, and present your findings in a clear and concise manner. With the skills gained from this course, you will be well-prepared to conduct market research, identify growth opportunities, and contribute to the success of your organization.
Operations Research Analyst
Operations Research Analysts use data analysis and modeling techniques to improve the efficiency and effectiveness of business operations. The Power BI Fundamentals course is a valuable asset for this role, as it provides a strong foundation in data analysis and visualization. You will learn how to analyze operational data, identify bottlenecks, and develop data-driven solutions to optimize business processes. This course will enhance your ability to contribute to operational excellence and drive organizational performance.
Project Manager
Project Managers are responsible for planning, executing, and delivering projects successfully. The Power BI Fundamentals course can be beneficial for Project Managers, as it provides a structured approach to data analysis and visualization. You will learn how to track project progress, identify risks, and communicate project updates effectively. With the skills gained from this course, you will be better equipped to manage projects efficiently, ensure timely delivery, and achieve project objectives.
Data Scientist
Data Scientists use data analysis and machine learning techniques to solve complex business problems. The Power BI Fundamentals course may be useful for aspiring Data Scientists who are looking to build a foundation in data analysis and visualization. You will learn how to import and transform data, create data models, and visualize insights using Power BI. With the skills gained from this course, you will be better prepared to enter the field of Data Science and contribute to data-driven decision-making.
Product Manager
Product Managers are responsible for managing the development and launch of new products. The Power BI Fundamentals course may be helpful for Product Managers, as it provides insights into data analysis and visualization techniques. You will learn how to analyze market data, track customer feedback, and make data-driven decisions throughout the product lifecycle. With the skills gained from this course, you will be better equipped to develop successful products that meet customer needs and drive business growth.
Statistician
Statisticians collect, analyze, and interpret data to inform decision-making. The Power BI Fundamentals course may be helpful for Statisticians who are looking to enhance their data visualization skills. You will learn how to create visually compelling reports and dashboards that effectively convey complex statistical information. With the skills gained from this course, you will be better equipped to communicate your findings and contribute to data-driven decision-making.
Risk Analyst
Risk Analysts are responsible for identifying, assessing, and mitigating risks to an organization. The Power BI Fundamentals course may be helpful for Risk Analysts, as it provides a structured approach to data analysis and visualization. You will learn how to analyze risk data, track trends, and communicate risk assessments effectively. With the skills gained from this course, you will be better equipped to manage risks, ensure compliance, and protect the organization from potential threats.
Quantitative Analyst
Quantitative Analysts use mathematical and statistical models to analyze financial data and make investment decisions. The Power BI Fundamentals course may be useful for aspiring Quantitative Analysts, as it provides a foundation in data analysis and visualization. You will learn how to work with large datasets, perform statistical analysis, and create interactive dashboards. With the skills gained from this course, you will be better prepared to enter the field of Quantitative Finance and contribute to investment strategies.
Software Engineer
Software Engineers design, develop, and maintain software applications. The Power BI Fundamentals course may be useful for Software Engineers who are looking to enhance their data analysis and visualization skills. You will learn how to connect to data sources, transform data, and create interactive dashboards using Power BI. With the skills gained from this course, you will be better equipped to build data-driven applications that meet the needs of users.

Reading list

We've selected six books that we think will supplement your learning. Use these to develop background knowledge, enrich your coursework, and gain a deeper understanding of the topics covered in Power BI Fundamentals.
Delves into the advanced features of Power BI, focusing on data analysis and modeling techniques. It is highly recommended for users who want to become proficient in data manipulation and analysis using Power BI.
Comprehensive guide to Power BI for data analysis. It covers everything you need to know, from getting started with Power BI Desktop to creating advanced visualizations and reports.
Focuses on the art and science of creating effective data visualizations using Power BI. It provides practical guidance and best practices for designing impactful visuals that communicate insights effectively.
Focuses on developing enterprise-grade Power BI applications. It provides guidance on building scalable, secure, and maintainable Power BI solutions, addressing the challenges and requirements of large-scale data analysis and reporting environments.
Provides a beginner-friendly introduction to data modeling in Power BI. It covers the core concepts and best practices for creating robust and efficient data models, laying the foundation for successful data analysis and reporting.
Serves as a concise and practical guide to getting started with Power BI. It provides a quick overview of the essential features and capabilities of the tool, making it suitable for beginners who want to quickly get up to speed with Power BI.

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