Excel and Power BI Aceelerator — Lesson 3: Power BI Modeling, DAX, and Visualization

Learning Objectives

• Load and transform data in Power BI and design relationships and a star schema
• Create measures, calculated logic, KPIs, and time intelligence with DAX
• Design accessible report pages, filters, drill interactions, and decision-focused visuals

Detailed Topics

• Load and transform data in Power BI and design relationships and a star schema: Load and transform data in Power BI and design relationships and a star schema
• Create measures: Create measures, calculated logic, KPIs, and time intelligence with DAX
• Design accessible report pages: Design accessible report pages, filters, drill interactions, and decision-focused visuals

Guided Demonstration

1. Review the requirement, environment, dependencies, roles, risks, and expected outcome.
2. Demonstrate the relevant configuration, analysis, code, or administration workflow step by step.
3. Capture settings, outputs, logs, screenshots, calculations, or test evidence.
4. Compare the observed result with the stated acceptance criteria.

Hands-On Activity

Build a Power BI model and report that answers defined business questions.

• Document assumptions and the planned sequence before making changes.
• Complete the activity and preserve evidence of normal and exception behavior.
• Record issues, corrective actions, and reusable operational or development notes.

Troubleshooting Focus

• Separate symptoms from causes and collect evidence before applying a fix.
• Check configuration, permissions, data, dependencies, capacity, connectivity, and recent changes.
• Validate rollback, recovery, support ownership, and user or business impact.

Validation Checklist

• The requirement and expected outcome are clear.
• The selected configuration, design, query, code, or process is documented.
• Normal, boundary, failure, security, and operational conditions are reviewed.
• The result is supported by evidence and the next improvement is prioritized.

Lesson Outcome

Learners can explain and apply Power BI Modeling, DAX, and Visualization in a realistic scenario and validate the result with documented evidence.