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    ๐Ÿ“Š Power BI Syllabus

    #powerbi#syllabus#data-visualization

    This syllabus outlines the complete learning path for the Power BI module, broken down into 15 focused chapters for easier study preparation.

    Part 1: Fundamentals & Ingestion

    ๐Ÿข 01 - Introduction to Power BI

    ๐Ÿ“Š Business Intelligence and Data Visualization ๐Ÿ’ก What Power BI is and why it is used (Features, benefits, and applications) ๐ŸฅŠ Power BI vs Tableau, Qlik Sense and Looker ๐Ÿ”‘ Power BI licensing: Free and Pro ๐Ÿ“ Power BI files: .pbix and .pbit โ˜๏ธ Power BI Desktop vs Power BI Service ๐Ÿ› ๏ธ Power Query, Power Pivot, Power View, Power Map and Power Q&A ๐Ÿงฑ Building blocks: Dataset/Semantic Model, Visualization, Report, Dashboard and Tile ๐Ÿ“ˆ Reports vs Dashboards ๐Ÿ—๏ธ Power BI architecture: Data Integration โ†’ Transformation โ†’ Modelling โ†’ Reporting โ†’ Publishing โ†’ Dashboard โš™๏ธ Power BI Desktop installation and interface ๐Ÿ”„ Complete workflow: Connect โ†’ Transform โ†’ Model โ†’ Calculate โ†’ Visualize โ†’ Publish โ†’ Share

    ๐Ÿ”Œ 02 - Data Connectivity and Storage Modes

    ๐Ÿ“„ Excel, CSV, text files and folders ๐Ÿ—„๏ธ SQL and other databases (Databricks, Azure, Power Platform) ๐ŸŒ Online services, OData feeds, Web, APIs, and Blank Queries ๐Ÿ˜ Hadoop, Exchange and Active Directory ๐Ÿ”Œ Connecting, previewing and loading data ๐Ÿ“ฅ Import Mode ๐Ÿ“ก DirectQuery Mode ๐Ÿงฉ Composite Models and Dual Storage Mode ๐ŸŸข Live Connection ๐ŸฅŠ Import vs DirectQuery vs Composite vs Live Connection (Advantages, limitations, use cases)

    ๐Ÿงน 03 - Power Query and Data Cleaning

    ๐Ÿ› ๏ธ What Power Query and Power Query Editor are ๐Ÿ”„ Extract, Transform and Load (ETL) process ๐Ÿ“‹ Queries, Data Preview, Query Settings and Applied Steps โœ… Column Quality (Valid, error, empty, unknown and unexpected values) ๐Ÿ“ˆ Column Distribution and Column Profile (Top 1,000 rows vs entire dataset) ๐Ÿ—‘๏ธ Handle null/empty values and remove duplicates ๐Ÿšจ Identify, remove and replace errors ๐Ÿ”  Correct data types and trim/clean text ๐Ÿท๏ธ Rename, remove, reorder, split, and merge columns ๐Ÿ” Filter and sort rows ๐Ÿ”ข Add index columns, Conditional columns, and Custom columns ๐Ÿ“Š Group By and aggregation

    ๐Ÿ”€ 04 - Combining and Reshaping Data

    Merge Queries ๐Ÿ”— Merge as a SQL JOIN operation โฌ…๏ธ Left Outer Join and โžก๏ธ Right Outer Join ๐Ÿ”„ Full Outer Join and ๐ŸŽฏ Inner Join ๐Ÿšซ Left Anti Join and Right Anti Join Append Queries โž• Append as a SQL UNION operation ๐Ÿ“š Combining rows from multiple tables ๐ŸฅŠ Merge vs Append Reshaping ๐Ÿ”ƒ Transpose ๐Ÿ”„ Pivot โคต๏ธ Unpivot ๐ŸฅŠ Pivot vs Unpivot


    Part 2: Modelling & Visualization

    ๐Ÿ“ 05 - Data Modelling and Schemas

    ๐Ÿง  What a Power BI Data Model is โญ Importance of a good data model (understandability, performance, scalability) ๐Ÿ—‚๏ธ Tables, relationships, Primary keys, and Foreign keys Fact Tables ๐Ÿ›’ Business transactions, events, and measures Dimension Tables ๐Ÿข Business entities, descriptive information, and filtering ๐ŸฅŠ Fact table vs Dimension table Data Model Types ๐Ÿฅž Flat or Denormalized Schema โญ Star Schema โ„๏ธ Snowflake Schema ๐ŸฅŠ Flat vs Star vs Snowflake Schema

    ๐Ÿ”— 06 - Relationships and Filter Flow

    Cardinality 1๏ธโƒฃ One-to-One ๐ŸŒฒ One-to-Many โช Many-to-One ๐Ÿ•ธ๏ธ Many-to-Many (Bridge tables) Relationship Behaviour ๐ŸŸข Active vs ๐Ÿ”ด Inactive relationships โฌ‡๏ธ Single cross-filter direction vs โ†”๏ธ Bidirectional filtering ๐ŸŒŠ Downstream filter flow and Relationship ambiguity Best Practices โœ… Prefer Star Schema, one-to-many relationships, and single-direction filters ๐Ÿšซ Avoid unnecessary many-to-many relationships and bidirectional filters ๐Ÿ”ผ Keep dimension tables above fact tables ๐Ÿ™ˆ Hide technical fields and foreign keys

    ๐Ÿ“ˆ 07 - Core Data Visualizations

    ๐Ÿ‘๏ธ Importance of data visualization and selecting the correct chart ๐Ÿ“– Data storytelling and avoiding misleading visuals Comparison ๐Ÿ“Š Bar Chart and Column Chart (Clustered vs Stacked) Trends ๐Ÿ“‰ Line Chart ๐ŸŒŠ Area Chart (Stacked Area Chart) ๐ŸŽ€ Ribbon Chart (Rank changes and trends over time) Composition and Process ๐Ÿ• Pie Chart and Donut Chart ๐ŸŒณ Tree Map ๐ŸŒŠ Waterfall Chart (Positive and negative contributions) ๐ŸŒช๏ธ Funnel Chart (Process stages, conversion and bottleneck analysis) Relationships, Distribution, and Geographic ๐ŸŽฏ Scatter Chart, Bubble Chart, and ๐Ÿ”ฅ Heat Map ๐Ÿ—บ๏ธ Map and Filled Map (Location-based analysis)

    ๐ŸŽ›๏ธ 08 - Advanced Visuals and Interactivity

    Business Visuals โฑ๏ธ Gauge and KPI (Actual value, target value and trend) ๐Ÿ“Š Table vs Matrix (Hierarchies, drill-down and subtotals) ๐Ÿ“‡ Card and Multi-Row Card (Callout values and category labels) ๐ŸŒณ Decomposition Tree (Root-cause and AI-based analysis) Report Interactivity โœ‚๏ธ Slicers and interactive filtering (List, dropdown, date, range, hierarchy) ๐Ÿ” Visual-level, Page-level, and Report-level filters โฌ Drill down, drill up, and Drill through ๐Ÿ’ฌ Tooltips, Bookmarks, Buttons, and page navigation ๐Ÿ”„ Visual interactions, report formatting, and themes


    Part 3: DAX Formulas

    ๐Ÿงฎ 09 - Introduction to DAX

    ๐Ÿง  What DAX is (syntax, expressions and functions) ๐Ÿ—‚๏ธ Table, column and measure references โž• Arithmetic, comparison, logical and text operators DAX Context ๐Ÿ“ Row Context ๐Ÿ” Filter Context (Filters from visuals, slicers and relationships) ๐ŸฅŠ Row Context vs Filter Context and Context Transition DAX Calculation Types ๐Ÿ”ข Calculated Columns (Row-level calculations, stored in data model) ๐Ÿ—‚๏ธ Calculated Tables (Create new tables using existing data) โšก Measures (Dynamic calculations evaluated using Filter Context) ๐Ÿ‘ป Implicit Measures vs Explicit Measures ๐ŸฅŠ Calculated Columns vs Measures vs Calculated Tables

    ๐Ÿ”ข 10 - Core DAX Functions

    Aggregation โž• SUM(), AVERAGE(), MIN(), MAX(), DIVIDE() Count ๐Ÿ”ข COUNT(), COUNTA(), COUNTROWS(), DISTINCTCOUNT() Logical ๐Ÿง  IF(), SWITCH(), AND(), OR(), NOT()

    ๐Ÿ”ง 11 - Modifying DAX Context

    Context Modification ๐ŸŽฏ CALCULATE() and modifying Filter Context ๐Ÿ” FILTER() and table filtering ๐ŸŒ ALL() and removing filters Table and Relational Functions ๐Ÿ”— VALUES() ๐Ÿ”— RELATED() ๐Ÿ”— USERELATIONSHIP()

    โฑ๏ธ 12 - Iterators and Time Intelligence

    Iterator and Ranking Functions ๐Ÿ”„ Iterator functions and row-by-row calculations ๐Ÿงฎ SUMX(), AVERAGEX(), MINX(), MAXX(), COUNTX() ๐ŸฅŠ SUM() vs SUMX() ๐Ÿ† RANKX() and TOPN() (Top products and customer analysis) Date and Time Intelligence ๐Ÿ“… Date tables, calendar tables, and date hierarchies โณ DATE(), YEAR(), MONTH(), DAY(), TODAY(), NOW() ๐Ÿ“ˆ YTD, MTD, QTD (Year/Month/Quarter to Date) โช Previous-period analysis (Year-over-Year, Month-over-Month growth) ๐Ÿ“Š Running totals and cumulative calculations DAX Best Practices โœ… Prefer explicit measures, reuse measures, and use fully qualified references ๐Ÿšซ Minimize expensive iterator functions and unnecessary calculated columns


    Part 4: Service, Security & Deployment

    โ˜๏ธ 13 - Power BI Service and Collaboration

    โ˜๏ธ Cloud-based analytics (Desktop vs Service) ๐Ÿš€ Publishing reports and managing semantic models ๐Ÿค Collaboration, sharing, and Microsoft Teams integration Workspaces ๐Ÿ—‚๏ธ Creating and organizing workspaces ๐Ÿ‘ค Workspace Roles: Admin, Member, Contributor, Viewer ๐Ÿ›ก๏ธ Role permissions and Least-privilege principle Dashboards and Apps ๐Ÿ“ˆ Creating dashboards, pinning visuals, and real-time tiles ๐Ÿ’ฌ Dashboard Q&A ๐Ÿ“ฆ Power BI Apps (Bundling reports and dashboards) ๐Ÿ› ๏ธ Configuring app permissions, audiences, and read-only distribution

    ๐Ÿ” 14 - Security, Refresh, and Deployment

    Data Refresh and Gateway ๐Ÿ”„ Manual, on-demand, and scheduled refresh ๐Ÿ”‘ Data-source credentials and troubleshooting failures ๐Ÿšช On-Premises Data Gateway (connecting cloud to on-prem) Data Security and RLS ๐Ÿ” Row-Level Security (RLS) vs Object-Level Security (OLS) ๐ŸŽญ Static RLS vs Dynamic RLS โš™๏ธ Creating roles and DAX security filters (USERNAME(), USERPRINCIPALNAME()) ๐Ÿ‘๏ธ View as Role and assigning users/security groups Alerts and Optimization ๐Ÿšจ Creating data alerts, KPI monitoring, and Power Automate integration โฑ๏ธ Performance Analyzer and reducing model size โšก Optimizing DAX, query folding, and improving DirectQuery performance Deployment Pipelines ๐Ÿ› ๏ธ Development, Testing, and Production environments ๐Ÿš€ Deploying Power BI content and controlled releases


    Part 5: Capstone

    ๐Ÿ’ป 15 - End-to-End Mini Project

    ๐Ÿ”— 1. Connect Product, Customer and Transaction data ๐Ÿงน 2. Clean and transform data using Power Query ๐Ÿ”  3. Handle nulls, duplicates, errors and data types ๐Ÿ”„ 4. Merge, append, pivot and unpivot data ๐Ÿ—‚๏ธ 5. Create Fact and Dimension tables and build a Star Schema ๐Ÿ”— 6. Create relationships and a Date table ๐Ÿงฎ 7. Create Sales, Revenue, Profit, Orders and Customer measures ๐Ÿ“ˆ 8. Create YTD, MTD, growth, ranking and Top-N measures ๐Ÿ“Š 9. Build KPI, Sales, Product and Customer reports ๐Ÿ—บ๏ธ 10. Add charts, tables, matrices, maps, slicers, and drill-downs โ˜๏ธ 11. Publish to Power BI Service and create a dashboard ๐Ÿ” 12. Configure workspace access and apply Row-Level Security ๐Ÿšช 13. Configure Gateway and Scheduled Refresh ๐Ÿ“ฆ 14. Create a Power BI App and Deploy through Deployment Pipelines


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