Microsoft power bi – masterclass

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Meet your facilitator

Tomi Dayo-Isijola is a seasoned and experienced Technology, Operations & Business Support professional with over 17years working experience, with proven expertise and delivery in IT, Real Estate, Healthcare, Energy/Power-related service sectors in Nigeria. As a trainer he has successfully delivered various instructor-led training programs physically and virtually to a wide audience (700+) – including fresh graduates to senior/C-level executives for over a decade. He holds several certifications and credentials in IT/IM, project management, energy management, quality management, HSE, cloud solutions, consulting amongst others.

 

Course Outline

A practical training programme focused on transforming raw data into interactive reports, dashboards and actionable business insights using Microsoft Power BI.

1. Course overview

Course title: Microsoft Power BI: Data Analytics, Visualisation and Dashboard Development

Course description: This course equips participants with the practical skills required to connect to data sources, clean and transform data, build data models, perform calculations, create interactive visualisations and publish reports using Microsoft Power BI. Participants will learn how to develop business intelligence solutions that support monitoring, reporting, performance evaluation and evidence-based decision-making.

Target audience

  • Aspiring and practising data analysts

  • Business intelligence and reporting officers

  • Finance, HR, sales and marketing professionals

  • Project and operations managers

  • Monitoring and evaluation officers

  • Business owners and consultants

  • Professionals seeking to automate reporting and dashboard development

Training methodology: Instructor-led demonstrations, hands-on laboratory exercises, guided projects, business case studies and a final dashboard presentation.

Prerequisites: Basic computer literacy and familiarity with spreadsheets. Prior programming experience is not required.

2. Course objectives

By the end of the training, participants should be able to:

  1. Explain the purpose and capabilities of Microsoft Power BI.

  2. Connect to Excel, CSV, databases and other supported data sources.

  3. Clean, transform and combine datasets using Power Query.

  4. Build data models and establish table relationships.

  5. Use Data Analysis Expressions (DAX) for calculations and measures.

  6. Create charts, tables, KPI cards and interactive visualisations.

  7. Design professional reports and multi-page dashboards.

  8. Apply filters, slicers, drill-through and cross-filtering.

  9. Publish and share reports through the Power BI service.

  10. Apply data security, refresh management and reporting best practices.

3. Detailed course modules

 

Module 1: Introduction to Power BI

  • Introduction to business intelligence and data analytics

  • What Microsoft Power BI is and what it does

  • Power BI Desktop, Power BI service and Power BI Mobile

  • Power BI reports versus dashboards

  • Overview of the Power BI workflow

  • Understanding the interface and report canvas

  • Applications in finance, HR, sales, operations and facilities management

Practice & Review Sessions

 

Module 2: Connecting to Data Sources

  • Importing Excel and CSV files

  • Connecting to folders containing multiple files

  • Introduction to relational database connections

  • Working with supported online and cloud data sources

  • Import mode versus DirectQuery

  • Importing multiple tables and datasets

  • Understanding data types and source structures

  • Managing data source settings and credentials

Practice & Review Sessions

 
Module 3: Data Cleaning and Transformation with Power Query

  • Introduction to the Power Query Editor

  • Removing duplicates and handling missing values

  • Changing data types and correcting inconsistent formats

  • Splitting and merging columns

  • Filtering, sorting and replacing values

  • Merging queries and appending tables

  • Pivoting and unpivoting data

  • Creating conditional and custom columns

  • Understanding applied steps and refreshable transformations

Practice & Review Sessions

 

Module 4: Data Modelling and Relationships

  • Understanding tables, fields and keys

  • Fact tables and dimension tables

  • Primary keys and foreign keys

  • Creating and managing relationships

  • One-to-many and many-to-many relationships

  • Introduction to star schema design

  • Active and inactive relationships

  • Date tables and calendar-based analysis

  • Managing model performance and avoiding ambiguous relationships

Practice & Review Sessions

 

Module 5: Introduction to DAX and Calculations

  • What DAX is and why it is used

  • Calculated columns versus measures

  • Basic DAX functions and operators

  • SUM, AVERAGE, COUNTROWS and DISTINCTCOUNT

  • CALCULATE and filter context fundamentals

  • IF, DIVIDE and conditional calculations

  • Percentage change and growth calculations

  • Year-to-date and month-to-date calculations

  • Understanding row context and filter context

  • Creating reusable business metrics

Practice & Review Sessions

 

Module 6: Data Visualisation and Report Development

  • Selecting appropriate visualisations

  • Bar, column, line, area and scatter charts

  • Tables, matrices and conditional formatting

  • KPI cards, gauges and key metric displays

  • Maps and geographical analysis where appropriate

  • Formatting, themes and report layouts

  • Titles, labels, tooltips and data labels

  • Accessibility and visualisation best practices

  • Avoiding misleading charts and cluttered reports

Practice & Review Sessions

 

Module 7: Interactive Reports and Dashboard Design

  • Report-level, page-level and visual-level filters

  • Adding slicers and interactive controls

  • Cross-filtering and cross-highlighting

  • Drill-down and drill-through

  • Report page tooltips

  • Bookmarks and buttons

  • Page navigation and interactive storytelling

  • Designing executive-level reports

Practice & Review Sessions

 

Module 8: Publishing, Sharing and Refreshing Reports

  • Publishing reports to the Power BI service

  • Understanding workspaces, reports, semantic models and dashboards

  • Sharing reports and managing collaboration

  • Scheduled refresh and gateway fundamentals

  • Understanding licences and sharing requirements

  • Row-level security (RLS) fundamentals

  • Exporting and distributing reports

  • Mobile report access and responsive layouts

  • Introduction to deployment and report lifecycle management

Practice & Review Sessions

 

Module 9: Business Intelligence, Insights and Performance Monitoring

  • Defining key performance indicators

  • Monitoring targets against actual performance

  • Identifying trends, anomalies and performance gaps

  • Comparing performance across time periods and business units

  • Translating dashboards into business recommendations

  • Data quality and validation checks

  • Communicating findings to management

  • Introduction to AI-assisted analytics features where available

Practice & Review Sessions

 

Module 10: Capstone Project and Assessment

  • Define the business problem and analytical requirements

  • Import and transform the dataset

  • Build a relational data model

  • Create DAX measures and business KPIs

  • Design an interactive report

  • Validate results and interpret insights

  • Present findings and recommendations

Practice & Review Sessions

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