Power BI Beginner to Intermediate

Connect Power BI to Excel workbooks, CSV files, and SharePoint sources using the navigator. Use Power Query for data cleaning, then load or transform to shape the data.

Connect a CSV data file to Power BI Desktop using Get Data, then use Transform to fix headers in Power Query before loading the data.

Learn to connect to a folder of Excel files, append their data, and produce a dynamic master table in Power BI that includes new files on refresh using Power Query.

Learn to get data from SharePoint Excel in Power BI by connecting via web page, signing in with organizational account, using two sheets, and performing Power Query cleaning before loading.

connect Power BI to a SharePoint folder, filter files beginning with 20, expand binary content, and append multiple files with the same sheet and column structure using Power Query.

Master data cleaning in Power Query for Power BI by appending folder files, detecting data types, profiling columns, promoting headers, splitting and renaming columns, and adding conditional columns.

Learn to clean and prepare data in Power BI using Power Query. Connect Excel files, promote headers, split columns, rename fields, and load clean data with close and apply.

Master Power Query by adding a custom column and a conditional column to calculate discount amount (sales times discount), convert to decimal, and load results into Power BI.

Learn to build Power BI data models by creating relationships using a common region column, exploring one-to-many and many-to-one cardinalities, and validating results with clustered column charts.

Create a one-to-many relationship between the sales and return tables on order id after splitting the column, and visualize gross versus net sales affected by returns.

Learn DAX basics by creating new columns and measures, applying if, switch, related, count rows, distinct, calculate, and divide to build simple calculations and new tables in Power BI.

Learn to create a new DAX column in Power BI using if and switch to classify sales into low, medium, and high, with Power Query alternatives.

Use the DAX related function, with an existing relationship, to pull the return column into the sales table. Create a conditional column to flag returns and compute net sales.

Explore DAX implicit and explicit measures in Power BI using inbuilt functions like sum, count, min, max, and average. See how drag-and-drop creates implicit measures for totals and distinct counts.

Learn to create explicit DAX measures in Power BI, such as total sales, return sales, and net sales, and use them in visuals with accounting formatting.

Calculate the return percentage using the DAX divide function by dividing return sales by total sales, specify an alternate result for errors, and format as a percentage.

Learn how to format a Power BI page by adjusting the canvas background, setting white with zero transparency, and adding titled text boxes for implicit and explicit measures.

Master dax calculate and all in Power BI to perform conditional calculations, ignore filters, and compute grand total and category-level percentages in a matrix.

Create a dynamic calendar table with DAX calendar auto in Power BI to auto generate complete date ranges from min to max year, enabling time intelligence analyses.

Create a one-page interactive Power BI report using single value card, multi value card, column chart, line chart, pie chart, and matrix, with report formatting and theming for KPI clarity.

Create a clustered column chart in Power BI to compare total sales across categories such as technology, furniture, and office supply, and format axes and data labels for clarity.

Create a Power BI line chart to visualize a 1.5 million sales trend over three years. Use a date hierarchy on the x axis and enable a smooth trend line.

Learn to build a Power BI matrix with multiple values: total sales, profit percentage, total transaction, total quantity, by subcategory, and apply conditional formatting data bars for clear, readable insights.

Learn to visualize contribution by segments with a pie chart, highlighting consumer, corporate, and home office, and tune legends, detail labels, and rotation for clarity.

Create a Power BI combo chart using line and clustered column visuals to compare year-on-year sales and profit percentage, copy a visual to preserve formatting, and adjust axes for insights.

Create and configure slicers in Power BI to filter entire pages by region and ship mode, explore interactive visuals, and highlight data by category and year.

Learn to format a Power BI one-page report by adding a logo, adjusting image fit, and applying themes for a polished, branded dashboard.

Explore how to share Power BI reports using the service, create a workspace, add members with roles, and publish reports, while understanding license types and pro trials.

Learn how to share Power BI reports beyond your workspace using Teams chat, direct links, emails, or exports to PowerPoint and PDF, with licensing considerations.

Celebrate completing part one by building a solid Power BI foundation, then level up to advanced DAX, real-world data models, and end-to-end finance and sales dashboards.

Advance your Power BI skills with time intelligence, growth calculations, year-over-year comparison, ranking, and dynamic dashboards, and build a finance dashboard and sales report from scratch.

Learn to organize revenue and expense data in Power BI by creating master tables through append, ensuring matching headers and sheet names, and connecting folders for live updates.

Connect to a data folder in Power BI, then combine and transform in Power Query to bring multiple files into separate expenses and revenue tables, finally shaping a single table.

Remove the source name column and add a custom type column with expenses or revenue. Append the two tables into a single data table for Power BI reporting.

Create a calendar table to enable time intelligence and a blank table for DAX measures, then relate your data table to the calendar table with a one-to-many relationship.

Create a blank all measure table using enter data, then add a total value measure that sums the value column from the data table, and test with a card visual.

learn to build Power BI reports by creating dax measures with calculate to compute total revenue and total expenses using type filters, and design effective visuals.

Design Power BI reports by displaying the top KPI with level two and three revenue breakdowns by month and business unit, using PowerPoint backgrounds and BG3 canvas setup.

Create and format 1 to 3 card visuals to display KPI metrics: total revenue, total expenses, and profit using DAX; customize callouts, colors, fonts, and add a profit percentage measurement.

Create a small sparkline line chart of total revenue by year, format with a smooth shaded area and markers, then replicate to show expense, profit, and profit trend.

Add a year dropdown slicer and a business unit button slicer in Power BI, format for brand colors, and edit interactions to keep charts static while cards filter.

Build a power bi revenue by month column chart, sort by month number, format axes and colors, and create a dynamic chart title from a year slicer.

Create a Power BI line chart of total revenue over 60 months, with switchable year and month views, plus trend lines and a six-month forecast.

Learn to create a clustered bar chart showing total expenses by account, fix negative axis readability, invert the x axis, sort by expense, and optimize data labels and display units.

Create a power bi matrix with revenue and profit on values, five years on rows, disable slicer interaction, and apply accounting formatting with brand colors for a clean pivot-table view.

Explore quick measures in Power BI to create year-over-year comparisons for total revenue and total profit, then apply conditional formatting icons to highlight positive and negative trends.

Learn to enhance Power BI cards by adding a reference label with custom text and percent change from the previous year, including up and down arrows for quick KPI insights.

Add a report title using a text box and create a clear filter bookmark with an imported image, set default view, and test in design mode.

Apply advanced Power BI techniques to build an insightful e-commerce sales report from scratch, extending the finance dashboard with interactive visuals and DAX-driven analysis.

Create a real-time sales report in Power BI from US ecommerce data, solving Excel inefficiencies with Power Query ETL, data modeling, and DAX, publishing interactive dashboards.

Learn to import an Excel dataset into Power BI, preview and verify data types, transform and clean data with Power Query, and load it into a model with relationships.

Create a blank table for all measures and a calendar table using DAX calendar auto to enable time intelligence calculations in Power BI.

Create a power bi report layout in powerpoint by applying gradient backgrounds, arranging KPI cards and visuals with shapes and borders, and inserting svg icons and background images.

Import background images into Power BI by setting canvas background, choosing image fit, and adjusting transparency; then create KPI visuals for total sales, total quantity, total profit, and total transaction.

Create kpi measures in Power BI for total sales, total quantity, total profit, and total transaction using distinct count of order IDs, displayed on a card visual.

Add measures to a Power BI card visual and format the card by adjusting the callout value, removing the border, and inserting a sales image at an appropriate size.

Apply your brand colors in Power BI by customizing the current theme, adjusting the primary and secondary colors, and saving the palette as a JSON theme for reuse.

Change the KPI card visuals in Power BI by color-coding the values and labels, then duplicate cards for profit, quantity, and total customers with new icons.

Create a clustered column chart of month-on-month sales, build a calendar table with short month names, relate dates, and configure a slicer for year filtering.

Create a year slicer in Power BI, format it with rounded corners, a four-column layout, and brand colors, then use the calendar table's year column to filter visuals.

Discover how to format a Power BI clustered column chart by computing min and max sales with DAX MAXX and MINX on a summarize table, then apply conditional color formatting.

Create a dax that outputs hex color codes for min/max and apply conditional formatting to a Power BI column chart. Use a field value to map red, green, and blue.

Organize dax by creating display folders in the model view to group color dax and KPI decks, improving organization and debugging in the report view.

Create and format a donut chart in Power BI to display total sales by region, configure the legend and labels, and apply brand colors for clear, readable visuals.

Create a cluster bar chart in Power BI with category on the y axis and total sales on the x axis, then apply basic and advanced formatting for data labels.

Create a dummy measure to form a second bar series, format the y axis and data labels, customize colors, and build a contribution DAX for total sales by category.

Create an all category DAX measure to return the grand total, then build a percentage contribution measure and combine them into a customized bar chart label with formatting.

Create a bar chart in Power BI to visualize total sales by subcategory, with a linked product details table and a category slicer for interactive filtering.

Create and format a Power BI table showing product names, total sales, and total profit, with conditional formatting using green positive and red negative icons, plus a category slicer.

Learn how to create a summary page in Power BI, add navigation buttons and hyperlinks to sales overview and product detail, and test tooltips and button actions.

Celebrate your progress in Power BI as you turn raw data into meaningful insights with real-world dashboards, advanced DAX, complex data modeling, and professional design techniques that drive business decisions.