
Learn to build sales dashboards and multiple reports in Power BI, from data loading to publishing on Power BI services, using DAX, relationships, Power Query, and real-world case studies.
Install and access Power BI desktop and Power BI services, compare free trial and paid licenses, and load and explore data from local sources in Power BI desktop.
Install Power BI desktop from the Microsoft Store on Windows, sign in with your corporate ID, and import data from Excel or SQL servers to create reports.
Inspect the imported data set to identify columns and data types and confirm suitability for Power BI visualizations, including order id, order date, cost of sales, and product category.
Create a Power BI report view for tables, using drag-and-drop visuals, table and matrix options, and cross-filtering to explore sales and profit by region.
Learn to visualize your imported data in Power BI by creating table and matrix visuals. Filter with slicers and other filters, and highlight KPIs using cards and row cards.
Learn to build and format tables in Power BI by dragging fields like manufacturer, sales, and profit, and customize grids, headers, colors, borders, and totals for clear insights.
Learn to build and format Power BI matrices by configuring rows, columns, and values, applying subtotals and grand totals, and styling titles, borders, colors, and tooltips.
Learn to answer five sales questions in Power BI by creating views, selecting manufacturer, product category, channel, and promotion name, and sorting results to reveal top performers.
Master methods of aggregation in Power BI by applying sum, average, count, distinct count, min, max, and standard deviation to manufacturer sales data.
Identify the product with the highest and lowest sales. Compare cities by counts, distinct counts, and profits, and compute country averages.
Explore creating and formatting cards and multi-row cards in Power BI to highlight KPIs like total sales, profit, and average sales, with customizable decimals, borders, colors, and labels.
Create KPI cards for sum of sales, average sales, higher, lower sales, and products sold. Include profit by category and region matrix and multi-card dashboard showing order quantity by channel.
Learn to calculate and display percentage contributions in Power BI, using show as percentage of grand total, column total, and row total within a product category and region matrix.
Learn how to work with dates in Power BI, using date hierarchy to view year, quarter, month, and day, and drill down with a matrix to compare region sales.
Learn to filter data with Power BI slicers, including card and row card visuals, and customize slicer settings for dates, categories, and price ranges to drive dynamic insights.
Apply basic and advanced filters in Power BI to a country sales table, using top ten, distinct count, and start with or contains criteria to refine results.
Create drillthrough pages in Power BI by adding a drillthrough field from category to cells to view subcategory sales and navigate back.
Apply Power BI to build tables, filter data with greater than, starts with, and contains criteria, compute distinct city counts, and summarize total profits and sales by city and product.
Learn to apply a region filter to all pages in Power BI, so Asia, Europe, or North America selections propagate across pages and display consistent sales by manufacturer.
Explore Power BI visualization concepts by creating graph types from cluster columns to scatter plots and decomposition trees. Build on reports, tables, matrices, and KPI cards with filters and slicers.
Learn to create bar and column charts in Power BI, including stacked, 100% stacked, and cluster options. Apply hands-on techniques for configuring axes, titles, colors, gridlines, and legends.
Explore cluster column chart, 100% column chart, and stacked bar chart in Power BI to analyze region-wise sales by channel and profit by manufacturer with interactive highlighting and filtering.
Create a 100% stacked column chart of sales by manufacturer with channel in the legend, add data labels and a styled title, then enable region filtering to update visuals.
Master focus mode and tooltips to highlight insights, export visuals, and switch to vertical layouts while sorting axes and showing sum of profit, average sales, and percent of total.
Apply further analysis to a cluster bar chart by adding mean, max, min, and average lines, data labels, and region slicer to compare sales by region.
Master line charts in Power BI with date time data and sales, drill down to year, quarter, and month, and compare sales to profit using a secondary axis and forecast.
Learn how to create and read a ribbon chart in Power BI, set date and time data, apply a product category legend, interpret quarterly top performers, and format visuals.
Explore pie charts, treemaps, and geographical maps to visualize regional sales, profits, and category distributions in Power BI.
Demonstrates building and interpreting a scatter plot to reveal positive and negative correlations between profit and sales, using axes, legend, trendline, and slicers to filter by channel.
Explore the decomposition tree to analyze profit by category, sub category, and product name, identify the highest profit drivers, and drill down to promotion name and regional sales scenarios.
Create a Power BI sales report with core metrics. Include area chart of sales by year and quarter, profit by category and channel, and a region slicer.
Publish your sales report from power BI desktop to the online Power BI services, log in, and share or embed it within your workspace.
Explore Power BI services by creating reports and dashboards, publishing reports, and applying themes, while understanding what a workspace is.
Create a dashboard from a sales report, pin key visuals like total sales and profit by product category, apply filters, and set alerts, while using AI insights to reveal anomalies.
Explore the Power BI Q&A feature to ask questions about your data, view answers in card, multi-row card, or table visualizations, and use synonyms to map terms to columns.
Create a workspace and publish your Power BI desktop report to it using a licensed version of Microsoft Power BI services; publish to the training workspace from Power BI desktop.
Publish your Power BI app by selecting a workspace, naming and describing it, adding content, setting audience (organization or specific people), and sharing via URL with stakeholders.
Learn to customize reports by applying Power BI themes, adjusting text and title colors, visuals, and background, and importing JSON themes from the theme gallery.
Discover what tags are, learn dax formulas for common calculations, and create new measures and columns from existing data to power your Power BI models.
Learn to perform DAX operations and data modeling in Power BI by importing Excel data, creating new columns, and building sales, cost, and profit measures.
Power BI mastery from beginner to pro teaches how to create date-derived columns (year, month, day) from a date field using DAX for data modeling.
Learn to use the DAX format function to create day name and month name columns from dates, using tokens like d and M for versatile Power BI formatting.
Import a master date file into Power BI and create a relationship with the sales date to access year, month, day, weekday, and week number for faster analysis.
Create a new measure in Power BI to summarize sales without creating a column. Use this total sales measure in reports to save space and improve resource efficiency.
master the calculate function in Power BI to create measures that perform multiple expressions and filter sales by a specific business segment, such as bike, enabling dynamic, segment-aware totals.
Explore how relationships in data models work in Power BI, learn to create and apply them, and understand the impact of one-to-many relationships and missing relationships on tasks.
Create and manage a one to many relationship between the employee master file and workshop table in Power BI by importing data and using employee ID as the primary key.
Explore how Power BI behaves without table relationships, and learn to create and manage relationships using a common key like employee ID to ensure accurate column charts.
Learn to transform data into different forms using Power Query, perform data manipulation tasks, convert data types, and work with applied steps in Power BI.
Transform data in Power BI using Power Query to load, transform, and manipulate a CSV employee dataset, applying steps, changing data types, and replacing values.
Learn how to add a new age column in Power BI by using Power Query, cleaning birth date data, handling date and duration conversions, and converting to whole years.
Clean and transform data in Power Query by removing columns, recoding values, and changing data types, then load to Power BI Desktop for basic gender counts visualization.
Publish the matrix to a new workspace in Power BI services, replace the existing matrix, and export or analyze it in Excel to download the data after hiding unused tabs.
Explore AX Corporation's analytics case where a Power BI expert transforms excel-based reports into clear KPIs and sales trends to drive informed business decisions.
Structure a Power BI dashboard showing total sales, total profit, average sales, average profit, region slicer, sales trends, top and least profitable products, and profit by region for actionable insight.
Load data into Power BI desktop from Excel or CSV, inspect the dataset in table form, apply filters to analyze total sale, average sale, total profit, and average profit.
Create a Power BI dashboard to display total sales and profit on cards, enable region filtering, forecast sales trends, and surface top profitable products with a max profit table.
Learn to build loss and top selling insights in Power BI, create visuals like profit by category, and publish, share, and export reports in Power BI service.
Learn to Create Data Analysis reports, dashboards, graphs,data visualization, data presentation and realistic forecasts for your management team using Power BI
Gather Data: Collect data from various sources including sales records, financial statements, and expense reports. Ensure that the data is clean and properly formatted.
Import Data into Power BI: Open Power BI Desktop and import the data into the software. Power BI supports a wide range of data sources including Excel, CSV, databases, and online services.
Transform Data: Use Power Query Editor to clean and transform the data as needed. This may involve removing duplicates, handling missing values, and creating calculated columns or measures.
Create Reports: Design reports to showcase sales, revenue, expenses, and forecasts. Use visuals such as line charts, bar charts, and tables to present the data effectively. Arrange the visuals on a canvas to create a dashboard layout.
Add Interactivity: Enhance the reports by adding interactivity features such as slicers, filters, and drill-through options. This allows users to dynamically explore the data and gain deeper insights.
Calculate Key Metrics: Calculate important KPIs (Key Performance Indicators) such as profit margins, customer acquisition cost, and sales growth rate. Display these metrics prominently on the dashboard.
Create Forecasts: Utilize Power BI's forecasting capabilities to generate realistic forecasts based on historical data. Adjust the forecasting parameters as needed to improve accuracy.
Review and Iterate: Review the reports with the management team to ensure they meet their requirements. Make any necessary adjustments based on feedback.
Publish and Share: Once the reports are finalized, publish them to the Power BI service. Share the reports with the management team and other stakeholders, granting appropriate access permissions.
Monitor Performance: Continuously monitor the performance of the reports and update them as new data becomes available. Use Power BI's usage analytics to track user engagement and identify areas for improvement