Course Overview

In today’s data-driven business environment, organizations need powerful tools to transform raw data into meaningful insights that support faster and more informed decision-making. Microsoft Power BI has become one of the leading Business Intelligence (BI) platforms, enabling users to connect to multiple data sources, create interactive visualizations, and develop dynamic dashboards that drive business performance.

The Power BI Training Course by Transformentors Academy is a practical 5-day programme designed to help professionals harness the full capabilities of Microsoft Power BI. Participants will learn how to connect, transform, model, analyse, and visualize data from a variety of sources while creating impactful reports and dashboards that support business objectives.

Throughout the course, participants will gain hands-on experience with Power BI’s interface, data transformation tools, visualization features, and reporting capabilities. They will learn how to integrate data from multiple systems, apply filters and analytical functions, manage reports, and collaborate effectively through shared workspaces and cloud-based environments.

The programme also explores best practices for dashboard design, content sharing, mobile reporting, and data storytelling, enabling participants to communicate insights effectively across their organizations. By the end of the course, learners will have the practical skills and confidence to build interactive, data-rich reports and dashboards that enhance business intelligence, improve decision-making, and deliver measurable value.

Agenda

Day — 1 Introduction to Power BI

• Understanding key concepts, terminology, and the role of Power BI in Business Intelligence and data analytics
• Navigating the Power BI interface and exploring its core components and functionalities
• Exploring the different types of Power BI data sources:
  • File-Based Sources
  • Database Sources
  • Online and Cloud-Based Sources
• Understanding the process of creating refreshable datasets and maintaining up-to-date data connections
• Learning how to import and upload data from CSV files and Microsoft Excel workbooks into Power BI
• Exploring built-in Power BI sample datasets and reports for learning and analysis purposes
• Understanding the “Connect to a Sample” feature and how it can be used to explore Power BI capabilities and reporting techniques

Day — 2 Using Power BI Visualizations

• Understanding the process of creating new reports and dashboards in Power BI
• Exploring different types of Power BI visualizations and their business applications:
  • Charts
  • Maps
  • Tables
  • Cards
• Creating, arranging, and organizing visualizations to build effective and user-friendly reports
• Applying formatting and customization options to enhance the appearance and functionality of visualizations
• Using text elements, annotations, and map visualizations to improve data communication and geographic analysis
• Utilizing slicers and filters to create interactive and dynamic reporting experiences
• Exploring custom visualizations available through the Power BI Visuals Marketplace (Gallery)
• Understanding the process of downloading, importing, and implementing custom visualizations within Power BI reports

Day — 3 Managing Report Pages

• Applying page-level, report-level, and visual-level filters to refine data analysis and reporting outcomes
• Understanding how to configure and manage visualization interactions within reports to create meaningful user experiences
• Exploring the process of printing and exporting report pages for distribution and presentation purposes
• Understanding the principles and stages of building dashboards that deliver quick, relevant, and actionable business insights
• Creating, organizing, and managing dashboards to support effective monitoring and decision-making
• Learning how to pin live report visuals and report tiles to dashboards for real-time data visibility and interactive analysis

Day — 4 Creating a Mobile View with Power BI

• Understanding the process of customizing and optimizing Power BI reports for mobile devices and responsive viewing
• Exploring Power BI Q&A functionality to enable users to ask natural-language questions and generate instant insights from data
• Learning effective methods for sharing reports and dashboards with stakeholders across the organization
• Understanding the process of publishing Power BI reports to the web while maintaining appropriate governance and security considerations
• Applying best practices for managing, maintaining, and updating published reports and dashboards
• Creating and managing Power BI workspaces to support collaboration, content sharing, and team-based Business Intelligence initiatives

Day — 5 Managing Users and Sharing Content in Power BI

• Understanding strategies for managing users, roles, and permissions within Power BI workspaces to ensure secure collaboration
• Exploring the process of publishing and distributing Power BI applications to end users across the organization
• Learning how to generate and use QR codes to share dashboard tiles and reports for quick access on mobile devices
• Understanding methods for accessing, sharing, and collaborating on Power BI workspaces through the Power BI mobile application
• Applying techniques for connecting tables, creating relationships, and integrating data from multiple sources within Power BI
• Exploring methods for reducing, cleaning, and transforming data using Power Query and Power BI Desktop to improve reporting performance and data quality

Learning Outcomes

By the end of this course, participants will be able to:

• Navigate the Power BI interface confidently and understand its core features, components, and functionalities
• Connect to, import, and transform data from a variety of sources, including files, databases, cloud platforms, and online services
• Design and develop dynamic Business Intelligence reports using a range of visualizations, including charts, tables, maps, and interactive dashboards
• Manage report pages and dashboards effectively while applying filters, slicers, and interactive features to enhance data exploration and analysis
• Improve user engagement through advanced Power BI capabilities, including Q&A functionality, drill-through features, and mobile-optimized report views
• Collaborate within Power BI workspaces by managing users, permissions, and shared content securely and efficiently
• Publish, share, and maintain reports and dashboards to ensure accessibility, collaboration, and real-time decision support across the organization

Who Should Attend

This course is ideal for professionals who work with data and require effective reporting, analytics, and visualization capabilities to support business decision-making, including:

• Business Analysts responsible for transforming business data into actionable insights and performance reports
• Data Analysts and Data Scientists seeking to enhance their data visualization, dashboard development, and reporting skills using Power BI
• Finance and Accounting Professionals who need to analyze financial data, track key metrics, and create interactive management reports
• IT Professionals and Database Administrators responsible for data integration, management, and business intelligence solutions
• Marketing and Sales Professionals who use data to monitor performance, identify trends, and support strategic initiatives
• Managers, Team Leaders, and Decision-Makers who rely on dashboards and real-time insights to guide business operations and planning