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1. Microsoft Power BI: Introduction to
Data Visualization & Dashboard
Creation
• Unlocking Insights from Your Data
• Date: 28th June 2025
• Audience: 2nd Year Analytics Students
• Trainer: Mr. Shivaraj (Analytics Trainer, ISDC)

2. What is Business Intelligence (BI)?
• • Collect, process, analyze, and visualize data
• • Transform raw data into insights
• • Visuals make complex data understandable

3. Why Microsoft Power BI?
• • Industry Leader
• • End-to-end workflow: Connect to Share
• • Easy to learn, integrates with Excel
• • Strong community & cost-effective

4. Power BI Ecosystem: The
Components
• • Power BI Desktop – Development
• • Power BI Service – Cloud sharing
• • Mobile Apps – iOS/Android
• • Gateways, Report Server

5. Connecting to Diverse Data
Sources
• • Files (Excel, CSV, JSON), Databases (SQL,
Oracle)
• • Online services (GA, Salesforce)
• • Access via 'Get Data'

6. Navigating the Data Import Process
• • Navigator Window: preview and select
tables
• • Options: Load vs Transform Data
• • Best practice: Inspect before loading

7. Power Query Editor: Your Data
Preparation Hub (ETL)
• • Extract, Transform, Load (ETL)
• • Clean and reshape data
• • Access: 'Transform Data'

8. Basic Data Transformations in
Power Query
• • Change data types
• • Remove rows/columns
• • Rename/split/merge
• • Review in Applied Steps

9. Introduction to Data Models:
Building Relationships
• • Fact vs Dimension tables
• • Enable correct filtering and aggregations
• • Create relationships in Model View

10. Understanding Relationship Types
& Cardinality
• • One-to-Many, Many-to-One, One-to-One
• • Filter directions
• • Import vs Direct Query

11. Power BI Desktop Interface Deep
Dive
• • Report View – Design visuals
• • Data View – See raw data
• • Model View – Manage relationships

12. Choosing the Right Visual: Telling
Your Data Story
• • Bar, Line, Pie, Cards, Scatter, Table, Map
• • Use visuals to communicate message
effectively

13. Building Your First Visuals (Hands-
on)
• • Steps: Click > Select visual > Drag fields
• • Examples: Sales by Category, Line chart by
Time

14. Formatting Your Visuals: Enhancing
Readability
• • Adjust axes, labels, colors, titles
• • Use Format pane for clean, consistent
visuals

15. Interactivity with Slicers & Filtering
Data
• • Slicers: region, year
• • Filter types: Visual, Page, Report

16. Dashboard Design Principles:
Telling Your Data Story
• • Clarity, Simplicity, Storytelling
• • KPIs top-left, consistent layout and theme

17. Creating a Simple Report Page /
Dashboard
• • Arrange visuals, slicers, titles
• • Use shapes/text for structure

18. Publishing Reports & Power BI
Service (Sharing Insights)
• • Publish from Desktop to Service
• • Use workspaces, dashboards
• • Share with permissions