Power BI
How to Learn Power BI — the 12-step path
Phase 1 — Understand the tool (1–2 days)
1. What is Power BI?
Microsoft's end-to-end BI platform — connect, clean, model, and visualize data in one tool.
2. Why Power BI? (and not Tableau / Excel)
Cheapest, most-requested, and tightly integrated with the Microsoft data stack (Fabric, Azure, SQL).
3. What can you build with it?
Sales dashboards · executive scorecards · real-time KPIs · mobile reports · embedded analytics.
🛠️ Phase 2 — Get hands-on (Week 1)
4. Install Power BI Desktop
It's free. Windows-only. Download from Microsoft Learn — sign in with a work email if you can.
5. Connect to your first data source
Excel, CSV, SQL Server, web URL, Google Sheets, Salesforce — Power BI connects to 100+ sources.
6. Clean and shape data in Power Query
Remove blanks · fix data types · merge files · pivot/unpivot. Every transformation is recorded as a step.
https://www.youtube.com/watch?v=cx1qosaiLu8&t=1086s
7. Build your first chart, table, and slicer
Drag a column to the canvas — that's your first visual. Add a slicer. You just built a report.
📊 Phase 3 — Speak DAX (Week 2-3)
8. Build a star schema
One fact table in the middle, dimensions around it. The brain of every Power BI report.
https://www.youtube.com/watch?v=wKKxBjOJW3M&t=75s
9. Build a Date dimension
Never use raw Sales[Date]. A proper Date table unlocks all time intelligence.
10. Write your first DAX measures
Start with SUM, DIVIDE, CALCULATE, and time intelligence (YTD, LY, YoY). 90% of business questions are answered with these.
https://www.youtube.com/playlist?list=PL_JkuH1QNmGH6cvdvrQ7O47i3AQ1q9ek2
🚀 Phase 4 — Ship it (Week 4)
11. Publish to Power BI Service
Share with your team, schedule refresh, build a workspace. This is where reports come alive.
12. Polish and ship a portfolio project
Pick a real dataset (Sydney transport, ABS housing, your own data). Take it end-to-end. This is what gets you hired.
✳️ Then keep going
Once these 12 steps click, level up with:
Microsoft Fabric · OneLake · Direct Lake
Performance tuning with DAX Studio + Tabular Editor
RLS, OLS, deployment pipelines for enterprise scenarios