M365 Power BI Desktop - Intermediate

Understand why data refresh is essential in Power BI desktop, covering storage modes, data set types, and refresh types. See how data models, sources, and caching shape timely, accurate reports.

Design a scalable data model in Power BI desktop that handles multiple tables and diverse data sources, optimizing refresh, caching, and storage for fast, up-to-date dashboards.

Explore storage modes in Power BI Desktop, including import, direct query, live connect, and push. Assess security, bandwidth, and data freshness to build reliable data models.

Explore refresh types in M365 Power BI Desktop, including import, directory, live connect, and push storage modes, and how tiles refresh automatically while visuals may need live connect.

Learn data modeling basics, linking two or more tables into a star schema with a fact table and dimension tables, and explore loading data in Power BI Desktop and Access.

Learn how to model data in Power BI Desktop by defining cardinality and creating one-to-many, one-to-one, and many-to-many relationships between tables, using practical drag-and-drop joins.

Create visuals from a multi-table model in Power BI Desktop, using product category, sales amount, and channel name in a clustered column chart while noting refresh times for imported data.

Explore filter direction in power BI desktop, learning how cross-filter direction and row-level security determine data visibility in the data model, and test visuals to verify results.

Learn how to set up row-level security in Power BI by creating department-based roles, using data analysis expressions, and testing cross-filtering direction before deployment.

Explore active and inactive table relationships in data models, learn how multiple links can exist between tables, and see how expressions switch active joins to affect visuals.

Understand referential integrity in data modeling by examining relationships between tables and orphan records. Learn to manage relationships and report refresh options in Power BI Desktop for reliable results.

Explore type detection options in Power BI Desktop and how the schema informs relationships. Test auto-detecting new relationships after data load and keep updates unchecked to preserve stability.

Learn to create calculated columns in Power BI Desktop, decide their placement, and apply a five percent unit price increase with correct syntax and currency formatting.

Create a new Power BI column using DAX to subtract ship date from order date to get days between, and fix 1900 baseline results by formatting as a whole number.

Use a Power BI if expression to compare ship date with required date, creating an order status column that flags on time or late deliveries.

Create a new column named membership and apply the switch function to test subtotals, granting gold when subtotal exceeds six thousand and silver when subtotal exceeds twelve hundred.

Build a stacked column chart on shipping analysis page with subtotal values, membership axis, and order status legend, plus a days-to-ship slicer.

Explore six new visuals in the intermediate course, including donut charts and the doughnut vs pie distinction, maps and field maps, and line versus stacked and clustered column charts.

Compare and build doughnut charts in Power BI and learn why they outshine pie charts for highlighting region-based shipper data with interactive tooltips, labels, and legends.

Explore how a tree map visualizes hierarchical data by region and country, using groups and details buckets, with tooltips, data labels, and proportionate sizing.

Explore how to combine a line chart with a stacked column chart in Power BI to compare sales and profits month by month, and learn best practices for readability.

build a line and clustered column chart by placing month on the axis, subtotals in columns, and region as the series, with a profit line for trends.

Explore Power BI Desktop maps and filled maps to visualize international sales by country and region, using geocoded locations, size-based subtotals, and interactive legends with zoom and drill-down potential.

Explore the filled map in Power BI, showing geographic distribution with country as location and region in the legend, with tooltips for subtotal, profit, and quantity.

Master applying filters in Power BI Desktop to narrow visuals, pages, or the entire report, using the filters pane and slicers to focus on shipper, region, and value ranges.

Apply page and report filters in Power BI to synchronize multiple visuals, using a quantity filter (greater than or equal to 10) across the page and all pages.

Apply date filters using advanced and relative options to display custom periods. Set top and bottom filters, such as top 10 customers by profit, and verify with sorting.

Explore how to manage filters in Power BI Desktop for dashboards, deciding when to show or hide the filters pane, lock filters, and align visuals with page design.

Explore how slicers act as interactive filters with flexible placement on dashboards. Learn their scope from a single visual to a page, and how they slice by regions or individuals.

Learn to apply and format slicers in Power BI Desktop, add slicers for salesperson, segment, and region, adjust font size and selection controls, and ensure interactivity when publishing.

Explore advanced slicer options to control filters across multiple pages and visuals in a Power BI report, including horizontal layouts, select all, and synced visibility.

Learn how to filter a slicer in Power BI by unchecking values in the filters pane, preserving the audit history and underlying data before pushing to a dashboard.

Publish your reports to Power BI service and review slicers, filters, and dashboards in a browser. Talk to your audience to decide hard coded filters versus mixing and matching options.

Leverage line and column chart combinations and universal slicers to build bigger, more concise dashboards. Master these visuals to become more versatile and successful with Power BI Desktop.