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Power BI Training

Part – A Advanced Excel with VBA

Advanced Excel with VBA Course Content (Foundation for Power BI)

Module 1: Advanced Excel Foundations

  • Data Cleaning & Preparation in Excel
    • Text-to-Columns, Flash Fill, Remove Duplicates
    • Find & Replace with wildcards
    • Data validation rules (drop-down lists, custom validation)
  • Working with Advanced Functions
    • Lookup Functions: VLOOKUP, HLOOKUP, INDEX-MATCH, XLOOKUP
    • Logical Functions: IF, IFS, AND, OR
    • Text Functions: LEFT, RIGHT, MID, TRIM, TEXT, CONCAT, TEXTJOIN
    • Date & Time Functions: EOMONTH, DATEDIF, NETWORKDAYS
    • Dynamic Array Functions: FILTER, SORT, UNIQUE (Excel 365)
  • Conditional Formatting (using formulas for advanced rules)
  • Named Ranges and Structured References

Module 2: Advanced Data Analysis Tools

  • PivotTables
    • Creating, grouping, and custom calculations
    • Calculated fields/items
    • Slicers and Timelines
  • PivotCharts & Dashboards
    • Combining multiple PivotTables
    • Interactive dashboards with slicers
  • What-If Analysis
    • Goal Seek, Data Tables, Scenario Manager
  • Advanced Charting Techniques
    • Combo Charts, Waterfall, Gantt-style charts
    • KPI indicators with sparklines & conditional formatting

Module 3: Excel Power Tools (Mini Power BI inside Excel)

  • Power Query (Get & Transform)
    • Importing data from multiple sources
    • Data cleaning & shaping (remove errors, split columns, merge queries)
    • Append vs Merge queries
  • Power Pivot
    • Data Model basics
    • Creating Relationships between tables
    • Intro to DAX formulas in Excel (SUMX, CALCULATE, FILTER)

Module 4: VBA Automation

  • Introduction to VBA & Macro Recording
  • VBA Editor Overview (Modules, Procedures, Functions)
  • Writing & Debugging VBA Code
    • Variables, Data Types, Loops, Conditions
    • Functions vs Subs
  • Automating Repetitive Tasks
    • Automating report generation
    • Automating PivotTable refresh & formatting
  • UserForms & Controls (Buttons, Combo Boxes, Checkboxes)
  • Error Handling & Best Practices

Module 5: Integration & Reporting

  • Importing/Exporting Data (CSV, Text, SQL, Web)
  • Automating Data Refresh (Excel + VBA)
  • Building Interactive Dashboards in Excel (with VBA buttons & forms)
  • Preparing Excel Data Models for Power BI Import
  • Best Practices for Transitioning to Power BI

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Part – B Power BI

Power BI Course Content

    1. Introduction to Power BI
    • What is Power BI and its components (Power BI Desktop, Service, Mobile)
    • Benefits and use cases of Power BI
    • Difference between Power BI, Excel, and other BI tools
    • Overview of the Power BI ecosystem
    1. Getting Started
    • Installing Power BI Desktop
    • Understanding the interface: ribbons, panes, and views
    • Connecting to different data sources:
      • Excel, CSV, SQL Server, Azure, Web data, APIs
    • Understanding data types and tables in Power BI
    1. Data Preparation and Modeling
    • Data import vs DirectQuery
    • Cleaning and transforming data using Power Query (M)
      • Remove duplicates, filter, split columns
      • Merging and appending queries
    • Creating relationships between tables
    • Star schema vs Snowflake schema
    • Understanding cardinality and cross-filter directions
    1. Introduction to Data Transformation & DAX (Data Analysis Expressions)
    • Basics of DAX: calculated columns, measures, and tables
    • Common DAX functions:
      • Aggregation: SUM, AVERAGE
      • Logical: IF, SWITCH
      • Date and Time: DATEADD, DATESYTD, YEAR, MONTH
      • Filter and context functions: CALCULATE, FILTER, ALL
    1. Data Visualization
    • Types of visualizations:
      • Bar/column charts, line charts, pie charts, matrices
      • Maps: shape maps, ArcGIS maps
      • KPI visuals, cards, and gauges
    • Custom visuals from marketplace
    • Conditional formatting
    • Drillthrough and drilldown techniques
    • Bookmarking and storytelling with visuals
    1. Reports and Dashboards
    • Difference between a report and a dashboard
    • Creating interactive reports
    • Using slicers and filters
    • Tooltips and report page tooltips
    • Publishing reports to Power BI Service
    • Pinning visuals to dashboards
    1. Power BI Service
    • Workspaces, Apps, and content packs
    • Sharing dashboards and reports
    1. Hands-on Projects
    • TBD
    • Dashboard
    • Real-world datasets from open sources

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Part – C Tableau

Tableau Course Content

Module 1: Introduction to Tableau

  • What is Tableau? Why use it for BI?
  • Tableau Products (Desktop, Prep, Server, Public, Online)
  • Tableau Architecture & Workflow
  • Connecting to Data Sources (Excel, CSV, SQL, Cloud Sources)
  • Tableau Interface: Workspace, Menus, Data Pane, Shelves

Module 2: Working with Data in Tableau

  • Data Types & Field Properties
  • Dimensions vs Measures
  • Discrete vs Continuous fields
  • Data Joins, Blends, and Relationships
  • Data Extracts vs Live Connections
  • Data Preparation (filters, sorting, grouping, bins, hierarchies)

Module 3: Basic Visualizations

  • Bar Charts, Line Charts, Area Charts
  • Pie Charts, Treemaps, Heatmaps
  • Cross Tabs & Highlight Tables
  • Dual-axis Charts & Combo Charts
  • Show Me Panel & Recommended Visuals

Module 4: Intermediate Visual Analytics

  • Filters (Extract, Context, Relative, Top N)
  • Parameters (dynamic inputs for users)
  • Sets & Groups (static vs dynamic sets)
  • Advanced Sorting & Custom Hierarchies
  • Calculated Fields (row-level, aggregate)
  • Table Calculations (running totals, percent of total, moving average)

Module 5: Advanced Visualizations

  • Waterfall Charts, Bullet Graphs, Gantt Charts
  • Funnel Charts, Donut Charts, Word Clouds
  • Geographic Mapping (filled maps, symbol maps, custom geo data)
  • Custom Shapes & Images in Visuals
  • Animation & Storytelling with Visuals

Module 6: Dashboards & Stories

  • Designing Interactive Dashboards
  • Actions in Dashboards (Filter Action, Highlight Action, URL Action)
  • Dashboard Layouts (fixed vs responsive)
  • Best Practices for Dashboard Design
  • Creating Stories in Tableau (narrative storytelling with visuals)

Module 7: Advanced Calculations & Data Modeling

  • Level of Detail (LOD) Expressions
    • FIXED, INCLUDE, EXCLUDE
  • Conditional Calculations
  • Advanced Date Calculations
  • Aggregation & Granularity in Data
  • Data Modeling with Relationships

Module 8: Tableau Server & Collaboration

  • Publishing Workbooks to Tableau Server/Online
  • Managing Permissions & Access
  • Scheduling Data Extract Refreshes
  • Version Control & Collaboration
  • Tableau Public vs Enterprise Deployment

Module 9: Tableau Prep (Optional – for Data Preparation)

  • Introduction to Tableau Prep Builder
  • Cleaning, Splitting, Pivoting, and Joining Data
  • Creating Data Flows
  • Output Options and Integration with Tableau Desktop

Module 10: Real-World Projects & Case Studies

  • Sales & Revenue Analysis Dashboard
  • HR Analytics (Employee Attrition, Headcount Trends)
  • Financial KPI Dashboard
  • Supply Chain & Inventory Management Dashboard
  • Marketing Campaign Effectiveness Dashboard
  • Customer Segmentation & Retention Analysis

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