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Course Content
Lesson 1: Introduction to Power BI:
Understand the basics of Power BI and its components.
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Lesson 2: Data Import and Transformation:
Learn how to import data from various sources and transform it for analysis. This lesson introduces learners to the essential process of importing and preparing data for analysis. Starting with a guided tour of the Power BI Desktop interface, learners become familiar with key components like the ribbon, Fields pane, Visualizations pane, and Filters pane. Using a sample dataset—sales transactions Excel file—this lesson lays the foundation for hands-on learning by showing how to load and preview data. By the end of the lesson, students will be comfortable navigating the workspace and ready to move into transforming and modeling their data.
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Lesson 3: Creating Visualizations and reports
Discover how to create a variety of visualizations, including charts, graphs, and maps.
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Case Study & Next Steps
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Power BI Beginner Course
About Lesson

🎯 Learning Objectives

By the end of this lesson, learners will:

  • Recognize how different industries apply Power BI
  • Translate business challenges into reporting use cases
  • Appreciate the impact of visual storytelling on decision-making

📘 Why This Lesson Matters

While previous lessons introduced what Power BI is, this lesson will show you why it matters—by exploring how it’s actually used. Business leaders today don’t just want data—they want insights. Power BI empowers users to connect data from many sources and communicate it visually in a way that influences decisions.

🏢 Industry Use Cases (Expanded)

🛍️ Retail: Customer Purchase Behavior & Inventory Optimization

Scenario: A clothing chain wants to align inventory with seasonal demand.
Power BI Features Used:

  • Time series visualizations of daily/weekly sales
  • Geographic filters to compare store performance by location
  • Predictive analysis on top-selling SKUs

Outcome:
Reduced stockouts, better vendor negotiation, and optimized marketing campaigns.

✈️ Airlines: Flight Delay Analytics

Scenario: An airline wants to improve on-time departure rates.
Power BI Features Used:

  • Dashboards with KPIs like average delay per airport
  • Filtering by aircraft, route, or weather conditions
  • Trend analysis to identify recurring bottlenecks

Outcome:
Faster issue detection and improved customer satisfaction.

🏦 Banking: Risk & Fraud Monitoring

Scenario: A bank wants to flag high-risk transactions in real-time.
Power BI Features Used:

  • Integration with SQL databases for live data feeds
  • Custom alerts and conditional formatting
  • Role-based access to protect sensitive data

Outcome:
Lower fraud losses and faster audit responses.

📚 Education: Student Performance Dashboards

Scenario: A university tracks student outcomes to identify at-risk learners.
Power BI Features Used:

  • Embedded reports into LMS (Learning Management Systems)
  • GPA trend visualization by department
  • Drill-throughs for detailed student profiles

Outcome:
Improved retention rates and early interventions.

⚙️ Construction & Real Estate: Project Monitoring

Scenario: A real estate company tracks project timelines and cost overruns.
Power BI Features Used:

  • Project milestone visualization with Gantt charts
  • Budget vs. actual cost dashboards
  • Cross-filtering by region, contractor, or project phase

Outcome:
Better budgeting, planning, and contractor performance tracking.

🧠 How to Identify a Power BI Use Case

Use this simple framework:

Step

Question

Example

1. Business Problem

What decision or issue are we trying to improve?

High employee turnover

2. Data Source

Where is the data coming from?

HR system, Excel, exit interviews

3. User Role

Who needs to see this insight?

HR Manager, Department Heads

4. KPI or Metric

What should the dashboard highlight or track?

Turnover rate by manager

5. Expected Outcome

What action or improvement should this insight drive?

Targeted retention strategies

🧪 Hands-on Activity Idea

Exercise: Think of a business, department, or non-profit you’re familiar with.

  1. Identify one key decision they need to make regularly.
  2. What data would help inform that decision?
  3. Sketch out what kind of report or dashboard you’d build using Power BI.

You can do this in a simple table or on paper.

📊 Example Visuals to Use in the Lesson

  • Retail Sales Overview Dashboard
    Screenshot shows a Sales & Returns sample *.pbix* file.
  • Customer Profitability sample
    Screenshot shows the Dashboard for the Customer Profitability sample.
  • Employee Hiring and History sample
    Screenshot shows a dashboard for the Employee Hiring and History sample.
  • IT Spend Analysis / Corporate Spend sample
    Screenshot shows the dashboard for the Corporate Spend sample.

    (Microsoft provides free Power BI demo dashboards: Download Samples)

📣 Real Customer Stories (Optional)

  • Heathrow Airport: Uses Power BI to optimize flight gate assignments and staff allocation.
  • Adobe: Uses Power BI for real-time business operations dashboards across sales and support.
  • KPMG: Built client-facing dashboards for audit and compliance work.

💬 Discussion Questions

  1. Which example did you find most relevant or inspiring?
  2. Can you think of a decision your team makes that could benefit from a dashboard?
  3. What data do you wish you had access to at work?

🔁 Lesson Recap

Power BI empowers industries to become more agile and insight-driven. Whether it’s streamlining internal operations or offering insights to customers, Power BI’s ability to unify and visualize data makes it a game-changer for modern business.