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Power BI Data Visualization and Dashboard Tips, Tricks, and Techniques

Power BI Data Visualization and Dashboard Tips, Tricks, and Techniques

3h 9mIntermediate2025-05-05

Authors

Emma Saunders

Emma Saunders

Data Consultant specializing in data visualization on the web

Course details

Power BI is a software that lets users visualize and report data flexibly and share it in a number of ways. Affordable and well-integrated with other Microsoft tools, it’s rapidly gaining market share. In this course, instructor Emma Saunders shows you how you can use Power BI to create reports and visualizations with flair and share them easily with colleagues. Emma explains the Power BI app (desktop) and service (web browser). She takes you through a sample report to show how it’s built, then goes over how and why to design and structure a report, including how to structure tabs, how many visuals to put on a page, and how to draw attention to one visual over another. Emma covers more advanced visuals, as well, including statistical diagrams and maps for geographic data. She walks you through how to design reports like a pro in the Power BI service, from basic layouts to choosing specific themes and fonts.

Learning objectives
Confidently design and create multipage reports in Power BI.
Learn how to create simple and more advanced visuals.
Understand how many visuals to place on a page and how and why to lay them out for maximum effect.
Learn how and why to structure your tabs.
Use themes and colors to highlight features of the data or to minimize the appearance of visuals designed to be "page furniture" and understand the need to design with accessibility in mind.

Skills covered

Power BITips, Tricks, & TechniquesData VisualizationBusiness AnalyticsBusiness IntelligenceData AnalysisData ScienceBusiness Analysis and StrategyBusiness Software and ToolsMicrosoft

Concepts

0. Introduction

  • 01 - Design reports that deliver insights with Power BI
  • 02 - How to use the exercise files and course assets

1. Get Started in Power BI

  • 03 - Differentiate Power BI Desktop and Service
  • 04 - Understanding Power BI licensing and using trial accounts
  • 05 - Discover Power BI Service within Microsoft Fabric
  • 06 - Navigate a Power BI report in Desktop
  • 07 - Navigate the four views in Desktop
  • 08 - Navigate the format and analysis panes
  • 09 - Challenge - Create your own report using sample data
  • 10 - Solution - Create your own report using sample data

2. Editing and Creating Types of Visuals in Power BI

  • 11 - Understanding the publishing workflow
  • 12 - Mastering bar charts in Power BI
  • 13 - Drilling down line charts with date hierarchies
  • 14 - Display single numbers with KPIs, new card visuals, and gauges
  • 15 - Showcase proportion data with pies and treemaps
  • 16 - Visualize distribution data with histograms and scatterplots
  • 17 - Use maps and choropleths with confidence
  • 18 - Compare table and matrix visuals
  • 19 - Use custom visuals to solve unmet requirements
  • 20 - Challenge - Create a report showing trends in profitability
  • 21 - Solution - Create a report showing trends in profitability

3. Organizing and Interacting with Visuals

  • 22 - Manipulating visuals within a report
  • 23 - Using new and old slicers to filter your visuals
  • 24 - Prevent frustration with layer order using Selection pane
  • 25 - Learn how visuals filter each other by default and by design
  • 26 - Understand dashboard design principles
  • 27 - Organizing your visuals with bookmarks
  • 28 - Challenge - Improve your report using three new tools
  • 29 - Solution - Improve your report using three new tools

4. Report Design and Creation

  • 30 - Understand when to make a new tab
  • 31 - How to lay out your report page for maximum effect
  • 32 - Use color well for your audience
  • 33 - Mastering responsive design for mobile
  • 34 - Challenge - Design a two tab report
  • 35 - Solution - Design a two tab report

Conclusion

  • 36 - What's next for Power BI success

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