Power BI Fundamentals

Course Overview

Power BI, Microsoft’s cloud-based reporting and business analytics suite, is designed for comprehensive data analysis and sharing insights. With Power BI, your organization can enhance its ability to monitor projects, programs, resources, and other data across the enterprise, providing quick answers through rich dashboards accessible on any device.


This training covers essential techniques and practical examples to empower business analysts to effectively utilize this powerful data intelligence and reporting tool. The course leverages a proprietary project and portfolio management data set. For private classes, client organizations can choose to use their own data sources for immediate practical application. Participants will produce a two-page report demonstrating key concepts critical for project, program, and portfolio managers.

Course Duration

Designed as a two-day course, lessons can be delivered in-person or remotely, in full or half-day sessions, covering fundamental concepts in data modeling and shaping. If you wish to customize the course content or duration, please reach out to us directly.

Participants Will Be Trained To

• Describe the components of the Power BI suite and its organization-wide benefits
• Demonstrate an understanding of the source data schema
• Perform basic transformations of data
• Select appropriate visualizations for the data being reported
• Apply appropriate filters to reports and dashboards
• Build a report and dashboard, then deploy them to the online Power BI service

Who Should Attend

• Business Analysts
• Data Analysts
• Data Scientists
• Team Leaders
• IT Professionals
• Anyone interested in leveraging data for organizational success

We recommend that attendees have a moderate understanding of business intelligence and analytics terminology, as well as familiarity with foundational database concepts such as tables, fields, and relationships.

Course Materials

Course materials are comprised of a proprietary data set, accompanying lab manuals, and two data schema charts. Attendees may also earn Professional Development Units from the Project Management Institute (PMI®).

Learning Objectives

Learn Power BI Solutions
• Power BI solution benefits
• Key concepts in business intelligence
• Components of the Power BI suite

Get Data
• Access a variety of source data
• Selecting & mining relevant tables
• Basic power query

Basic Data Transformations
• Build simple queries
• Filter queries
• Table relationships
• Change data types
• Introduction to custom columns and measures
• Basic DAX (data analysis expressions)
• Understand datasets, reports, & dashboard hierarchy
• Create tables & matrices
• Select appropriate visualizations
• Format & filter visuals, pages, and reports

Publish Reports in Power BI Service
• Publish reports
• Establish data refresh for reporting
• Create dashboards & multi-report dashboards
• Share & distribute dashboards

Pain Points This Course Helps!

⚡ Where do I start?

Learn fundamentals and best practices in Power BI.

⚡ I need my data!

Learn how to access a variety of source data and how to select and mine relevant tables.

⚡ I need to report on my project!

Learn how to publish and refresh reports and how to create and share dashboards to your key stakeholders.

⚡ I don’t get it!

Learn the basics of how to utilize Power BI and all of the benefits is has to offer you, your projects, and your organization.

Course Instructors and Accreditation

Our company is made up of Microsoft Certified Professionals. Further, as a Microsoft Solutions Partner company, we have our thumb on the latest in data analytics. This course will be taught by experienced instructor with extensive expertise in deploying and configuring Power BI for diverse businesses.


Advisicon’s goal is to improve your processes and technologies, thus creating measurable results. For over 30 years, we have successfully helped clients accelerate, adapt, and achieve.

Download the full course slick here

Power BI, Microsoft’s cloud-based reporting and business analytics suite, is designed for comprehensive data analysis and sharing insights. With Power BI, your organization can enhance its ability to monitor projects, programs, resources, and other data across the enterprise, providing quick answers through rich dashboards accessible on any device.


This training covers essential techniques and practical examples to empower business analysts to effectively utilize this powerful data intelligence and reporting tool. The course leverages a proprietary project and portfolio management data set. For private classes, client organizations can choose to use their own data sources for immediate practical application. Participants will produce a two-page report demonstrating key concepts critical for project, program, and portfolio managers.

Course Duration

Designed as a two-day course, lessons can be delivered in-person or remotely, in full or half-day sessions, covering fundamental concepts in data modeling and shaping. If you wish to customize the course content or duration, please reach out to us directly.

Participants Will Be Trained To

• Describe the components of the Power BI suite and its organization-wide benefits
• Demonstrate an understanding of the source data schema
• Perform basic transformations of data
• Select appropriate visualizations for the data being reported
• Apply appropriate filters to reports and dashboards
• Build a report and dashboard, then deploy them to the online Power BI service

Who Should Attend

• Business Analysts
• Data Analysts
• Data Scientists
• Team Leaders
• IT Professionals
• Anyone interested in leveraging data for organizational success

We recommend that attendees have a moderate understanding of business intelligence and analytics terminology, as well as familiarity with foundational database concepts such as tables, fields, and relationships.

Course Materials

Course materials are comprised of a proprietary data set, accompanying lab manuals, and two data schema charts. Attendees may also earn Professional Development Units from the Project Management Institute (PMI®).

Learning Objectives

Learn Power BI Solutions
• Power BI solution benefits
• Key concepts in business intelligence
• Components of the Power BI suite

Get Data
• Access a variety of source data
• Selecting & mining relevant tables
• Basic power query

Basic Data Transformations
• Build simple queries
• Filter queries
• Table relationships
• Change data types
• Introduction to custom columns and measures
• Basic DAX (data analysis expressions)
• Understand datasets, reports, & dashboard hierarchy
• Create tables & matrices
• Select appropriate visualizations
• Format & filter visuals, pages, and reports

Publish Reports in Power BI Service
• Publish reports
• Establish data refresh for reporting
• Create dashboards & multi-report dashboards
• Share & distribute dashboards

Pain Points This Course Helps!

⚡ Where do I start?

Learn fundamentals and best practices in Power BI.

⚡ I need my data!

Learn how to access a variety of source data and how to select and mine relevant tables.

⚡ I need to report on my project!

Learn how to publish and refresh reports and how to create and share dashboards to your key stakeholders.

⚡ I don’t get it!

Learn the basics of how to utilize Power BI and all of the benefits is has to offer you, your projects, and your organization.

Course Instructors and Accreditation

Our company is made up of Microsoft Certified Professionals. Further, as a Microsoft Solutions Partner company, we have our thumb on the latest in data analytics. This course will be taught by experienced instructor with extensive expertise in deploying and configuring Power BI for diverse businesses.


Advisicon’s goal is to improve your processes and technologies, thus creating measurable results. For over 30 years, we have successfully helped clients accelerate, adapt, and achieve.

Download the full course slick here

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