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Complete Step-By-Step Power BI Roadmap

Power BI Roadmap

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Likhith Gowda
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0% found this document useful (0 votes)
219 views

Complete Step-By-Step Power BI Roadmap

Power BI Roadmap

Uploaded by

Likhith Gowda
Copyright
© © All Rights Reserved
We take content rights seriously. If you suspect this is your content, claim it here.
Available Formats
Download as PDF, TXT or read online on Scribd
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Phase 1: Foundations (Beginner to Intermediate)

1. Install Power BI Desktop

● 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.

2. Connect to Data Sources

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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.

3. Data Transformation with Power Query

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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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● Creating Relationships: Establish relationships between tables (one-to-many,


many-to-one).
● Modeling Techniques:
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○ Build a star schema for optimal performance.


○ Create calculated columns and measures to add insights.
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○ Use hierarchies to create drill-down features in visuals.

5. Basic Visualizations
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● Standard Visuals: Learn to create basic visuals such as:


○ Bar/Column Charts, Line Charts, Pie Charts, Tables, and Matrices.
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● Customization: Use formatting options to enhance visual appeal, including titles, labels,
and colors.

6. Publishing to Power BI Service

● 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.

Phase 2: Advanced Skills (Intermediate to Expert)

8. Advanced Data Modeling

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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.

10. Advanced DAX


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● 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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11. Power BI Service & Row-Level Security (RLS)


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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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Power BI Mobile app.

12. Performance Optimization


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● Performance Tuning: Techniques for optimizing report performance include:


○ Reducing model size by filtering unnecessary data.
○ Improving DAX performance by minimizing complex calculations in visuals.
● DAX Studio: Use DAX Studio for performance insights and debugging.

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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.

14. Certifications & Projects

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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

1. Data Visualization With Power BI al


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https://www.mygreatlearning.com/academy/learn-for-free/courses/data-visualization-with-po
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2. Power BI for Beginners


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https://www.simplilearn.com/learn-power-bi-basics-free-course-skillup
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3. Learn Complete Power BI


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https://powerbi.microsoft.com/en-us/learning/
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Certificates: Microsoft Certified: Power BI Data Analyst Associate


https://learn.microsoft.com/en-us/credentials/certifications/data-analyst-associate/
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Virtual Internship:

Accenture Virtual Internship:


https://www.theforage.com/simulations/accenture-nam/data-analytics-mmlb

Tata Group Virtual Internship:


https://www.theforage.com/simulations/tata/data-visualisation-p5xo
PWC Virtual Internship:
https://www.theforage.com/simulations/pwc-ch/power-bi-cqxg

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*******************************Additional Projects and Revision Resources************************

12 Data Analytics Portfolio Project for Resume : Check here

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