Power BI Complete Notes

Power BI Complete Notes
Digital Product
5Sales

These notes are designed for freshers, analysts, and interview preparation, covering end-to-end Power BI from BI fundamentals to enterprise-level concepts, explained in a simple, practical, and interview-oriented way.

Business Intelligence (BI) Foundations

  1. Clear understanding of Business Intelligence concepts
  2. BI importance in modern organizations
  3. Data → Information → Insight → Action lifecycle
  4. Data-Driven Decision Making (DDDM)
  5. Role of BI in business growth & performance tracking
  6. Comparison of BI tools: Power BI, Tableau, QlikView, Excel

Power BI Ecosystem (End-to-End)

  1. Power BI Desktop
  2. Power BI Service (Cloud)
  3. Power BI Mobile App
  4. Power BI Gateway (On premises)
  5. Power BI Report Server
  6. Complete data-to-dashboard workflow


Power BI Desktop Interface & Navigation

  1. Ribbon tabs: Home, Insert, Modelling, View, Help
  2. Views: Report View, Data View, Model View
  3. Panes: Fields, Visualizations, Filters (Visual / Page / Report)

Data Sources in Power BI

  1. File sources (Excel, CSV, Text, XML, JSON)
  2. Database sources (SQL Server, MySQL, Oracle, PostgreSQL)
  3. Cloud sources (Azure, SharePoint, Salesforce, Google Analytics)
  4. Web & API connections
  5. Folder connections (multiple files handling)

Storage Modes & Connectivity

  1. Import Mode (VertiPaq)
  2. DirectQuery
  3. Dual / Composite Models
  4. Live Connection
  5. Direct Lake (Microsoft Fabric)
  6. Performance comparison & best practices

Power BI Architecture & Working

  1. Step-by-step workflow:
  2. Enterprise-level understanding

Data Modeling & Power Pivot Concepts

  1. Fact vs Dimension tables
  2. Relationship types: 1:1, 1:*, :, Many-to-Many
  3. Star, Snowflake, Galaxy schemas
  4. Filter direction & ambiguity
  5. Measures vs Calculated Columns
  6. Model optimization & performance tips

Power BI Licensing & Sharing

  1. Free vs Pro vs Premium
  2. Premium Per User (PPU)
  3. Premium Capacity
  4. Sharing rules & real-world scenarios
  5. Common licensing mistakes
  6. Interview summary tables

Power Query – Data Cleaning & ETL

  1. ETL vs ELT concepts
  2. Power Query architecture
  3. Applied Steps
  4. M language basics
  5. Automation & refresh behavior
  6. Data preparation best practices

Power Query Transformations

Column-Level

  1. Split, Merge, Replace, Trim, Clean
  2. Change data types
  3. Rename, reorder, extract text
  4. Capitalization

Row-Level

  1. Remove / Keep rows
  2. Filter & Sort
  3. Remove duplicates
  4. Group By (SQL comparison)

Table-Level

  1. Pivot / Unpivot
  2. Merge & Append queries
  3. Remove errors
  4. Enterprise ETL use cases

Add Column

  1. Custom Column
  2. Conditional Column
  3. Column from Examples
  4. Index & Duplicate column

Advanced Data Modeling Concepts

  1. Keys (Primary, Foreign, Surrogate)
  2. Granularity (transaction, daily, monthly)
  3. Date & Time modeling
  4. Custom date tables
  5. Fiscal calendars
  6. Role-playing dimensions
  7. Hierarchies (Date, Geography, Product, Org)
  8. Slowly Changing Dimensions (SCD Type 1 & 2)


DAX – Complete Coverage

DAX basics & evaluation context

  1. Row context, Filter context, Context transition
  2. Measures vs Calculated Columns
  3. Variables (VAR / RETURN)

Core Functions Covered

  1. CALCULATE, FILTER, ALL, ALLEXCEPT, ALLSELECTED
  2. Aggregations & iterators (SUMX, COUNTX, etc.)
  3. Logical, Text, Date & Math functions
  4. Time Intelligence (YTD, MTD, QTD, YoY)
  5. Advanced functions: SUMMARIZE / SUMMARIZECOLUMNS, EARLIER / VAR comparison, RANKX, USERELATIONSHIP, CROSSFILTER, SELECTEDVALUE, DIVIDE, RELATED /, RELATEDTABLE / LOOKUPVALUE
  6. Moving Sum & Moving Average
  7. Common mistakes & edge cases

Reports, Dashboards & Interactivity

  1. Reports vs Dashboards
  2. Pin visuals & live tiles
  3. Drill Down / Drill Through
  4. Tooltips (default & custom)
  5. Filters & slicers
  6. Visual interactions
  7. Conditional formatting

Power BI Service (Real-World Usage)

  1. Publishing reports
  2. Workspaces (My Workspace vs Shared)
  3. Roles: Admin, Member, Contributor, Viewer
  4. Gateways (Personal vs Enterprise)
  5. Data refresh: Manual, Scheduled, Incremental
  6. Refresh limits & gateway scenarios

Sharing, Security & Governance

  1. Sharing reports (small vs large users)
  2. Power BI Apps (enterprise distribution)
  3. Row Level Security (Static & Dynamic)
  4. USERPRINCIPALNAME & USERNAME

Paginated Reports

Power BI Mobile

Microsoft Fabric (Introduction)

  1. Fabric overview

Charts & Visualizations

  1. All core, advanced & custom visuals
  2. Best practices for chart selection
  3. UX, accessibility & performance tips
  4. Interview-ready explanations


Terms | Privacy
FREE
Terms | Privacy