Short Course

Data Analytics

Advanced Data Visualization Techniques with Power BI

Overview

Explore advanced reporting strategies and integration with AI visuals. Participants will learn how to connect multiple and cloud-based data sources, manage workspaces and apps, and implement secure, scalable, and dynamic reports. With a focus on performance optimization, storytelling, and collaboration in the Power BI Service, this course equips learners to build enterprise-ready, visually compelling, and data-driven solutions.

Who Should Attend

This course is intended for

  • Professionals from non-technical backgrounds such as marketing, finance, HR, and operations who are seeking to enhance their analytical capabilities.
  • Small business owners, project managers, and anyone looking to make data-driven decisions through clear, interactive reports.

Pre-requisites

  • Has completed A Beginner’s Guide To Data Analytics with Power BI course – ESSENTIAL REQUIREMENT.
  • Participants are required to bring their own laptop PC or MacBook for the practical hands-on portions of the workshop.
  • Participants will require access to download and install Power BI Desktop software from Microsoft.

3 Days

24 Hours

Course Level

Intermediate

What You Will Learn

Connect Multiple Data Sources

Combine and transform data from various sources such as SQL Server, Excel, APIs, Azure, and web services into a unified model.

Design Visually Compelling Dashboards

Learn principles of effective visual communication, dashboard layout, color theory, and storytelling to create aesthetically appealing and functional reports. Customize report appearance for consistency and branding.

Use Advanced Chart Types and Custom Visuals

Explore advanced visualization techniques including decomposition trees, waterfall charts, heat maps, KPI indicators, and integrate custom visuals from the Power BI marketplace.

Implement Interactive and Dynamic Reporting

Master the use of bookmarks, tooltips, slicers, drill-through pages, and buttons to build interactive experiences tailored to user needs.

Use AI Visuals in Reports

Leverage built-in AI visuals like Q&A, Key Influencers, Smart Narratives, and decomposition trees to enhance insights and decision-making.

Design and Connect to Cloud Datasets

Learn how to create and connect to centralized cloud-based datasets, enabling scalable and consistent reporting across the organization.

Manage Power BI Workspaces and Apps

Understand workspace roles, content deployment strategies, and how to build and distribute apps for broader access.

Enable Cloud Data Refresh

Set up scheduled data refreshes using gateways and cloud connections to ensure reports always reflect the latest available data.

Course Outline

Day 1
  • Connecting and Preparing Diverse Data Sources
    • Connecting to SQL Server, Excel, Web, and API data sources
    • Integrating data from Azure and other cloud platforms
    • Transforming and cleaning data using Power Query Editor
  • Designing Visually Compelling Dashboards
    • Principles of visual communication and dashboard best practices
    • Effective use of layout, whitespace, and alignment
    • Applying color theory and accessibility guidelines
    • Using report themes and templates for branding
    • Adding titles, labels, and visual cues for clarity
    • Aligning visuals to support business storytelling
  • Advanced Chart Types and Custom Visuals
    • Creating waterfall, funnel, and gauge charts
    • Using decomposition trees for root cause analysis
    • Implementing heat maps and KPI visuals
    • Importing and configuring visuals from the Power BI marketplace
    • Customizing chart properties and behaviors
    • Selecting the right visual for the data narrative
Day 2
  • Building Interactive and Dynamic Reports
    • Using slicers and filters for user-driven views
    • Creating drill-through pages for detailed exploration
    • Adding navigation buttons and dynamic headers
    • Syncing slicers across multiple pages
  • Enhancing Reports with AI Visuals
    • Introducing Power BI’s AI capabilities
    • Creating and interpreting Key Influencers visuals
    • Using the Q&A visual for natural language queries
    • Adding Smart Narratives for auto-generated summaries
    • Comparing decomposition trees with standard charts
Day 3
  • Cloud Dataset Design and Integration
    • Creating and publishing centralized datasets to Power BI Service
    • Connecting multiple reports to shared datasets
    • Managing dataset permissions and access
    • Dataset versioning and documentation best practices
  • Managing Workspaces and Publishing Apps
    • Creating and organizing workspaces in Power BI Service
    • Assigning roles and managing workspace access
    • Publishing reports and dashboards to workspaces
    • Creating Power BI apps for structured distribution
    • Controlling app audience and permissions
  • Automating Cloud Data Refresh and Maintenance
    • Scheduling dataset refreshes from on-prem and cloud sources
    • Monitoring refresh history and troubleshooting failures
    • Configuring incremental refresh for large datasets
    • Alerts and notifications for data update issues
    • Ensuring data security and compliance in automated refreshes

Trainers Profile

Peter goh

Peter Goh

Peter Goh is an experienced system administrator, developer, trainer, and consultant with over 20 years of expertise in cutting-edge software development. He specializes in creating and deploying customized applications for desktop, web, and mobile platforms. Additionally, he is an ACTA certified trainer.