Mastering Business Intelligence with Power BI

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Mastering Business Intelligence with Power BI

Workshop Details

From: March 3, 2026 To: May 21, 2026

Time: 7 PM-8:30 PM

Platform: Microsoft Teams

Amount: KES 25,000

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About this Workshop

Mastering Business Intelligence with Power BI

Objective

To equip participants with a complete, end-to-end mastery of the Microsoft Power BI ecosystem. By mirroring the real-world Business Intelligence workflow, learners will move from connecting to raw data sources to engineering robust Star Schema data models, writing complex DAX calculations, and designing AI-enhanced, interactive reports. The ultimate goal is to transform learners into self-sufficient analysts capable of automating data preparation and publishing secure, actionable insights for enterprise decision-making.

Why It Matters

  1. From chaos to clarity: This course teaches the ETL (Extract, Transform, Load) process, allowing you to turn messy folders of CSVs and Excel sheets into a clean, automated "Single Source of Truth."

  2. The end of manual reporting: By mastering Power Query (The "Kitchen"), you stop manually cleaning data every month. You build the logic once, and the reports update automatically forever.

  3. Modeling is the Backbone: Pretty charts built on bad data lead to bad decisions. We emphasize Data Modeling and Star Schemas (Fact vs. Dimension) to ensure your analysis is accurate, scalable, and performant—something most beginners overlook.

  4. The "Why" Behind the "What": DAX (Data Analysis Expressions) allows you to ask deep questions; like "Year-over-Year Growth" or "Customer Retention Rates"; that drive actual business strategy.

  5. Storytelling, Not Just Reporting: Data is only valuable if it is understood. We move beyond basic bar charts to teach Data Storytelling and UI/UX design, ensuring your dashboards are intuitive, accessible, and persuasive for executive stakeholders.

Prerequisites

  1. Operating System: A computer running Windows 10 or 11 (Power BI Desktop is not natively supported on Mac/Linux).

  2. Software: Microsoft Power BI Desktop (Free download) installed.

  3. Data Literacy: A basic understanding of data concepts (e.g., what a table, row, and column are) and familiarity with Microsoft Excel (specifically Pivot Tables and basic formulas like SUM/IF) is highly recommended.

Account Requirements: A work or school email address is required to sign up for the Power BI Service to fully participate in Module 6 (Publishing & Security). Personal emails (Gmail/Outlook) have limitations for the Service component.

Day

Date

Objective

Delivery

Module 1: The Modern Data Foundation

Tuesday

3/3/2026

Lesson 1: The Power BI Ecosystem

  • Introduction to Business Intelligence & Power BI (Desktop vs. Service).

  • Downloading, Installing, and configuring regional settings.

  • The "Modern" Interface: Navigating Report, Data, and Model views.

Online (Live Session)

Thursday

3/5/2026

Lesson 2: Connecting to Data

  • Data Connectors Deep Dive: Excel, CSV, and Folder sources.

  • Connecting to Databases (SQL) and "Enter Data" manual tables.

  • Extracting live data from the Web (Web scraping basics).


Online (Live Session)

Tuesday

3/10/2026

Lesson 3: Introduction to Power Query Editor

  • The "Kitchen of Power BI": Navigating the Power Query interface.

  • Basic Table Transformations: Headers, data types, and removing rows.

  • The Applied Steps window: Auditing and understanding M Code generation.


Online (Live Session)

Module 2: Advanced Data Shaping (ETL)

Thursday

3/12/2026

Lesson 4: Cleaning & Formatting Data

  • Text Tools: Trimming, cleaning, splitting, and merging columns.

  • Numerical Tools: Rounding, standard statistics, and scientific notation.

  • Date & Time Tools: Extracting year, quarter, month, and duration.


Online (Live Session)

Tuesday

3/17/2026

Lesson 5: Shaping & Transforming

  • Conditional Logic: Creating Index and Conditional Columns.

  • Grouping and Aggregating: Summarizing data at different granularities.

  • Pivoting and Unpivoting: Handling "wide" vs. "tall" data formats.


Online (Live Session)

Thursday

3/19/2026

Lesson 6: Combining Data Sources

  • Appending Queries: Stacking tables vertically (e.g., Monthly Sales files).

  • Merging Queries: Joining tables horizontally (Left, Inner, Anti joins).

  • Handling Merge Conflicts and fuzzy matching basics.


Online (Live Session)

Tuesday

3/24/2026

Lesson 7: Data Quality & Automation

  • Data QA: Using Column Quality, Distribution, and Profile tools.

  • Rolling Calendars: Creating dynamic date tables in Power Query.

  • Parameters & Functions: Making your data loading dynamic.


Online (Live Session)

Module 3: The Data Model

Thursday

3/26/2026

Lesson 8: Data Modeling 101

  • The Star Schema: Understanding Fact vs. Dimension tables.

  • Keys: Primary Keys (Uniqueness) vs. Foreign Keys (Reference).

  • Normalization: Why we prefer relationships over merged flat tables.


Online (Live Session)

Tuesday

3/31/2026

Lesson 9: Creating Relationships

  • Active vs. Inactive relationships.

  • Editing relationships and understanding the "Manage Relationships" window.

  • Handling "Many-to-Many" relationships safely.


Online (Live Session)

Thursday

4/2/2026

Lesson 10: Advanced Relationship Logic

  • Cardinality explained (1:*, *:1, 1:1, :)

  • Cross-Filter Direction: Single vs. Bi-directional filtering.

  • Solving Ambiguity: Managing complex multiple-fact-table models.


Online (Live Session)

Tuesday

4/7/2026

Lesson 11: Enhancing the Model

  • Data Categorization: Geospatial data, image URLs, and barcodes.

  • Creating Hierarchies: Grouping Year/Quarter/Month or Category/Subcategory.

  • Hiding utility fields and organizing the Field pane for users.


Online (Live Session)

Module 4: DAX (Data Analysis Expressions)

Thursday

4/9/2026

Lesson 12: Introduction to DAX

  • Calculated Columns vs. Measures: When to use which.

  • Implicit vs. Explicit Measures: Why you should always write measures.

  • DAX Syntax basics and commenting code.

Online (Live Session)

Tuesday

4/14/2026

Lesson 13: Core Math & Logic

  • Aggregation Functions: SUM, AVERAGE, COUNT, DISTINCTCOUNT.

  • Logical Functions: IF, SWITCH, TRUE/FALSE logic.

  • Basic Math & Stats: DIVIDE (Safe division), MAX, MIN.


Online (Live Session)

Thursday

4/16/2026

Lesson 14: Context & Filtering

  • Row Context vs. Filter Context: The hardest concept in DAX.

  • The CALCULATE function: The most powerful function in Power BI.

  • The ALL family: Removing filters (ALL, ALLEXCEPT, ALLSELECTED).

Online (Live Session)

Tuesday

4/21/2026

Lesson 15: Text & Iterators

  • Text Functions: CONCATENATE, LEFT, RIGHT, SEARCH.

  • Iterator Functions: SUMX, AVERAGEX (Row-by-row calculations).

  • RELATED & RELATEDTABLE: Fetching data across relationships.

Online (Live Session)

Thursday

4/23/2026

Lesson 16: Time Intelligence

  • Standard Date Tables: Prerequisites for time intelligence.

  • Totals to Date: TOTALYTD, TOTALQTD, TOTALMTD.

  • Comparison Logic: SAMEPERIODLASTYEAR and DATEADD.

Online (Live Session)

Tuesday

4/28/2026

Lesson 17: Advanced DAX Scenarios

  • Rank and Top N analysis.

  • Variables in DAX (VAR/RETURN): Optimizing performance and readability.

  • Semi-additive measures (e.g., Inventory counts).

Online (Live Session)

Module 5: Visualization & AI

Thursday

4/30/2026

Lesson 18: Core Visuals

  • KPI Visuals: Cards, Multi-row cards, and KPI indicators.

  • Trending Visuals: Line charts, Area charts, and Ribbons.

  • Comparison Visuals: Bar charts, Column charts, and Clustering.

Online (Live Session)

Tuesday

5/5/2026

Lesson 19: Interactive Reporting

  • Filtering: Slicers, Visual-level filters, and Page-level filters.

  • Navigation: Drill-down, Drill-up, and Drill-through functionalities.

  • Bookmarks & Buttons: Creating app-like navigation experiences.

Online (Live Session)

Thursday

5/7/2026

Lesson 20: Advanced Visualization

  • Geospatial Analysis: Map visuals and Filled Maps.

  • Field Parameters: Allowing users to swap metrics dynamically.

  • Custom Tooltips: Designing "Report within a Report" popups.


Online (Live Session)

Tuesday

5/12/2026

Lesson 21: Artificial Intelligence (AI) in Power BI

  • Q&A Visual: Natural language querying.

  • Key Influencers & Decomposition Trees: Root cause analysis.

  • Smart Narratives: Automated text insights and summaries.

Online (Live Session)

Module 6: Professional Publishing & Storytelling

Thursday

5/14/2026

Lesson 22: Data Storytelling

  • The principles of effective dashboard design (Color, Layout, White Space).

  • Reducing Cognitive Load: Removing "Chart Junk" and decluttering.

  • User Journey: Designing for the specific audience (Executive vs. Analyst).

Online (Live Session)

Tuesday

5/19/2026

Lesson 23: Security & Publishing

  • Row Level Security (RLS): Managing and viewing roles.

  • Publishing to Power BI Service (Workspaces and Apps).

  • 23.3 Dashboards vs. Reports in the Service & Mobile Layout design.


Online (Live Session)

Thursday

5/21/2026

Lesson 24: Capstone Project Review

  • Project Presentation: Students present their end-to-end solution.

  • Peer Review & Instructor Feedback: Optimization tips on their specific models.

Online (Live Session)


Meet Our Trainer

Ezra Muinde

Ezra Muinde is a passionate data scientist with extensive experience in data analysis, business analytics, and decision science. With over seven years of professional experience — including four years as a data professional — Ezra combines technical expertise with a deep understanding of data storytelling and insights generation.

In addition to his data science background, Ezra is an experienced Excel trainer, skilled in guiding learners across basic, intermediate, and advanced Excel concepts. His teaching approach emphasizes practical application, empowering individuals to leverage Excel for data analysis, reporting, and informed decision-making.

Ezra's dedication to knowledge sharing has led him to mentor aspiring data professionals, helping them build impactful projects and grow their skills. Whether you're starting with Excel fundamentals or exploring advanced data techniques, Ezra's engaging style and real-world insights make learning both accessible and impactful.