Complete Step-By-Step Power BI Roadmap
Complete Step-By-Step Power BI Roadmap
● Download and Installation: Obtain Power BI Desktop from the Microsoft website.
● Explore the Interface: Familiarize yourself with key sections such as the Ribbon, Report
view, Data view, and Model view.
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● Data Connections: Learn to connect to various data sources:
○ Excel files, SQL Server, CSV, Web APIs, and Azure sources.
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● Import vs Live Connection: Understand the difference between importing data and
establishing live connections for real-time data.
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● Power Query Basics: Open the Power Query Editor to transform data.
● Key Transformations:
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○ Data Cleaning: Remove duplicates, replace errors, and filter rows.
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○ Data Transformation: Pivot/unpivot columns, merge and append queries, split
columns, and create custom columns.
4. Data Modeling
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5. Basic Visualizations
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● Customization: Use formatting options to enhance visual appeal, including titles, labels,
and colors.
● Report Publishing: Publish reports from Power BI Desktop to the Power BI Service.
● Workspace Management: Create and organize reports within Workspaces; understand
the basics of dashboards and how they can aggregate visuals from multiple reports.
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7. Intro to DAX (Data Analysis Expressions)
● DAX Basics: Learn essential DAX functions like SUM, COUNT, and AVERAGE.
● Simple Measures: Create basic measures for calculations directly in Power BI.
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● Fact and Dimension Tables: Master the use of fact and dimension tables to design a
robust data model.
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● Calculated Tables: Learn to create calculated tables for more complex data scenarios.
● Bidirectional Filtering: Implement bidirectional filtering to allow for cross-filtering between
tables.
9. Advanced Visualizations
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Complex Visual Types: Explore advanced visuals like:
○ Waterfall Charts, Funnel Charts, and KPI Cards.
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● Custom Visuals: Access and implement custom visuals from the Power BI marketplace
for enhanced reporting.
● Complex Functions: Dive into advanced DAX functions such as CALCULATE, FILTER,
and time intelligence functions like YEAR-TO-DATE (YTD) calculations.
● Complex Measures: Create complex measures to analyze data in-depth.
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● Implement RLS: Set up row-level security to restrict data access based on user roles.
● Power BI Mobile: Learn how to create mobile-optimized reports and access them via the
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13. Advanced Features
● Paginated Reports: Create paginated reports for printing and detailed reporting needs.
● Dataflows: Utilize Power BI Dataflows for ETL processes to streamline data preparation.
● Power BI Embedded: Understand how to embed Power BI reports into applications for
broader accessibility.
● Power BI Premium: Explore Premium features for larger datasets, AI capabilities, and
dedicated capacity.
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● Real-World Projects: Engage in real-world projects to apply learned skills and build a
portfolio.
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● Certification Preparation: Prepare for PL-300: Microsoft Power BI Data Analyst
certification by studying exam resources and taking practice tests.
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Free Courses for Power BI
https://www.simplilearn.com/learn-power-bi-basics-free-course-skillup
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https://powerbi.microsoft.com/en-us/learning/
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Virtual Internship:
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*******************************Additional Projects and Revision Resources************************
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