For Next-Gen Analysts

Power BI + Power Apps + Power Automate + SQL
Cloud-Powered BI Reporting & Automation

Cloud-Powered BI Reporting & Automation

Perfect for professionals ready to adopt cloud-based tools for dynamic reporting, workflow automation, and process optimization—"no extensive IT background required".

Tools You'll Learn

Visualization & Reporting Tool

Microsoft Power BI

Data Modeling & Analytics Tools

Power Pivot, DAX

Data Transformation Tools

Power Query, SQL

Automation & Workflow Tools

Power Automate, Apps

Database & Integration Tools

MS-SQL

In just 6 weeks, you'll be able to:

Design End-to-End BI Solutions – Integrate Power BI, Power Apps, and Power Automate.

Master SQL for Data Transformation – Write queries to clean, join, and structure complex datasets.

Automate Workflows with Power Automate – Eliminate manual tasks and ensure seamless processes.

Build Interactive Apps – Use Power Apps to create intuitive business applications.

Optimize Reporting Performance – Improve speed and efficiency with optimized DAX and data models.

Deploy Cloud-Based BI Systems – Deliver fully automated, scalable reporting solutions.

In just 6 weeks, you'll be able to:

Design End-to-End BI Solutions – Integrate Power BI, Power Apps, and Power Automate.

Master SQL for Data Transformation – Write queries to clean, join, and structure complex datasets.

Automate Workflows with Power Automate – Eliminate manual tasks and ensure seamless processes.

Build Interactive Apps – Use Power Apps to create intuitive business applications.

Optimize Reporting Performance – Improve speed and efficiency with optimized DAX and data models.

Deploy Cloud-Based BI Systems – Deliver fully automated, scalable reporting solutions.

Ideal For:

Analysts and Operations Managers

transitioning to cloud-first reporting and automation.

Managers Driving Data-Driven Decisions

looking to optimize cloud-based reporting and automation across departments.

Mid-Level Professionals and Team Leads

or those in Hybrid Roles bridging the gap between business and IT teams.

Business Intelligence and Data Analysts

working in cloud-based environments.

Those Transitioning to Cloud Reporting

Shifting to cloud-first reporting and automation.

IT and System Support Professionals

Focused on business reporting and workflows, rather than cloud infrastructure.

A snapshot of what you'll be learning in 6-weeks.

Course Syllabus Overview

Quick Excel brush-up

Fundamentals Of Functions & Formulas Quick techniques for working with formulas and functions DATE AND TIME FUNCTIONS For data and time calculations

Today, Now
Day, Month, Year
Date, DateDif, DateAdd
EOMonth, Weekday
Workdays, NetWorkdays, Edate

TEXT FUNCTIONS For data transformations:

Upper, Lower, Proper
Left, Mid, Right
Trim, Len
Concatenate
Find, Substitute

LOGICAL FUNCTIONS For conditional statement development:

Nested If ( And Conditions , Or Conditions )
Alternative Solutions for Complex IF Conditions to make work simple
And, Or, Not

MATHEMATICAL FUNCTIONS For fundamental analysis:

Sum, Count, CountA, Average, AverageA, Max & Min
SumIf, SumIfs
CountIf, CountIfs
AverageIf, AverageIfs
MaxIfs, MinIFs

LOOKUP FUNCTIONS For joins and referencing across multiple tables:

Vlookup / HLookup
Match
Dynamic Two Way Lookup
Creating Smooth User Interface Using Lookup
Offset
Index
Dynamic Worksheet linking using Indirect

ERROR HANDLING FUNCTIONS For managing errors in formulas:

(Add specific functions here like IFERROR, ISERROR, etc. if needed)

Advanced Charting Techniques

The Science of Chart Choice

Decode the intent behind visuals: comparison, distribution, trend, or composition
Know when to use Clustered vs Stacked vs 100% Column Charts
Choose the right axis, scale, and layout based on your message
Avoid misleading visuals and cluttered dashboards

Smart Charting Techniques

Master column, bar, line, area, and combo charts with use-case depth
Conditional charts to highlight exceptions, variances, or risk points
Use formulas to drive attention: Top N, outliers, or KPI status

Data Storytelling Framework

Learn the 3-layer structure: Data → Insight → Impactful Visual
Build visuals that answer business questions, not just decorate reports
Turn dry tables into executive-ready visuals

Interactive & Dynamic Charting

Drop-down-driven visuals for user-led exploration
Pivot-linked visuals for real-time insights
Use slicers and timelines like a pro

Design for Interpretation

Clean layout, minimal ink, maximum clarity
Design tricks: focus colors, white space, custom labels, layering
Chart templates for consistency across reports

Power BI

Building Blocks of Power BI

Visualizations
Datasets
Reports
Dashboards
Tiles

Building Your First Power BI Report

Connect to Data Sources in Power BI Desktop
Clean and Transform Your Data With the Query Editor
Create a report in Power BI Desktop
Publish the report in the Power BI service

Data Modelling with Power BI

Fundamentals of Modelling
How to Manage Your Data Relationships
Create Calculated Columns
Optimizing Data Models for Better Visuals
Create measures and work with time-based functions
Create Calculated Tables
Explore Time-Based Data

Visualizations

Create and Customize Simple Visualizations

Building compelling data visualizations

Identify metrics and pair them with appropriate data visuals
Using slicers
Creating Map Visualizations
Creating Tables and Matrixes
Creating Waterfall and Funnel Charts
Using Gauges and Single Number Cards
Charting Options including Formatting with Colors, Shapes, Text Boxes, Images, etc.

Designing User-friendly reports

Customize themes
Create versatile layouts for your reports
Design principles to reduce noise and highlight data stories

Creating interactive reports for data exploration

Filtering & drilling for insights
Difference between filters & slicers
Filter pane for reporting needs

Power Query

Overview

Introduction
Loading & Refresh
Combine data from multiple data sources

Data Transformation

Editing Queries Created with Power Query
Editing Column Headers in Power Query
Splitting Column Data with Power Query
Sorting Data
Multi-Level Sorting
Filtering Data
Aggregate data from a column
Insert a custom column into a table
Merge columns
Remove columns
Remove rows with errors
Promote a row to column headers
Transforming Text Values
Replacing Data
Using the Fill command
Pivot and Unpivot Column
Transpose Query Data
Pivot Column Command in Action
Unpivot Columns Command
Grouping Data
Create a Duplicate Query
Group and Summarize Data
Advanced Data Grouping
Working with multiple sources in Power Query
Multiple Excel Tables
Expand a column containing an associated table
Understanding Table Relationships
Merging Queries

Loading Power Query Data to Destinations

Familiarity with the Load & Refresh Settings
Loading it to Workbook
Loading it to Data Model

DAX Functions

Overview

What is DAX?
Data Types
Table-Valued Functions
Building a Calendar Table
Date and Time Functions
Filter Functions
Information Functions
Logical Functions
Mathematical and Trigonometric Functions
Statistical Functions
Text Functions
Time Intelligence Functions
Creating Advanced DAX Measures With Advanced DAX Functions

Creating Advanced Dax Measures With Advanced Dax Functions

Calculate()
All()
Filter()
IF()
Switch()
SumX()

Evaluation Context

Filter Context
Row Context
Using RELATED in a Row Context
Filters and Relationships
USERELATIONSHIP

Hierarchies in DAX Querying with DAX Relationships

One-to-Many Relationships
Many-to-Many Relationships

Advanced DAX Functions

ADVANCED DAX FUNCTIONS ADVANCED CONTEXT CONCEPTS

Understanding and Debugging Context Transition
Expanded Tables and Filter Propagation
Using VAR for Performance and Clarity
Using TREATAS() to Apply Filters Between Unrelated Tables
Virtual Relationships using DAX
Shadow Filters and Filter Overriding Techniques

ADVANCED CALCULATION PATTERNS

Running Totals with Custom Filter Logic
Rolling Averages (e.g., 7-day, 12-month)
Year-over-Year (YoY), Quarter-over-Quarter (QoQ), MoM with Non-Standard Calendars
Top N Reporting with Others Grouping
Parent-Child Hierarchy Navigation using PATH, PATHITEM, PATHLENGTH
Budget vs. Actual Comparison Patterns
Custom Grouping (Bucketing) in DAX

ADVANCED TIME INTELLIGENCE

Semi-Additive Measures (e.g., Closing Balance, Opening Balance)
Workdays and Custom Holiday Calendars
Dynamic Period Selection (MTD, QTD, YTD) based on Slicers
Cumulative Totals Across Multiple Tables or Years

ADVANCED FILTER + CALCULATE PATTERNS

Multiple Filters in a Single CALCULATE
Using NOT, EXCEPT, INTERSECT inside CALCULATE
Combine CALCULATE with FILTER(), VALUES(), ALLSELECTED(), KEEPFILTERS()

RELATIONSHIP MODELING TECHNIQUES

Virtual Relationships using DAX (TREATAS, LOOKUPVALUE)
USERELATIONSHIP vs. CROSSFILTER
Handling Bi-Directional Relationships with Care
Many-to-Many Solutions using DAX with Bridge Tables

PERFORMANCE OPTIMIZATION

Understanding and Using DAX Studio and VertiPaq Analyzer
Optimizing Calculated Columns vs. Measures
Query Plans and Storage Engine vs. Formula Engine
Cardinality and its impact on performance
Avoiding common DAX performance anti-patterns (e.g., misuse of SUMX inside FILTER)

DEBUGGING AND TESTING

Using DEFINE MEASURE and EVALUATE in DAX Studio
Evaluating DAX logic step-by-step with VAR and RETURN
Tools: Performance Analyzer in Power BI

SPECIAL FUNCTIONS AND USE CASES

GENERATE(), GENERATEALL(), ADDCOLUMNS()
SUMMARIZE(), SUMMARIZECOLUMNS(), GROUPBY()
ISINSCOPE(), SELECTEDVALUE() vs VALUES()
RANKX(), TOPN(), PERCENTILEX.INC
CONTAINS(), LOOKUPVALUE(), RELATEDTABLE()

SQL Querying

SQL Querying knowledge required for SQL Reporting with Power BI Introduction to MS-SQL

Creating a Database
Understanding Tables and Creating Tables
Inserting, Updating and Deleting Data
Querying Data
Filtering Data
Grouping Data
Ordering Data
Column Aliases
Table Aliases

SELECT STATEMENTS

Simple SELECTs
Calculated and Derived Fields
SELECT TOP / BOTTOM Records
Derived Tables
Joins
Predicates
Subqueries
Aggregate Functions
GROUP BY and HAVING
UNION
ORDER BY

SQL Programming

DDL INSIGHTS

CREATE TABLE
Dropping Objects
TEMPORARY OBJECTS
Object Naming and Dependencies

INTRODUCTION TO SQL PROGRAMMING (T-SQL)

What is T-SQL?
Differences between SQL Querying and SQL Programming
Benefits of procedural SQL
Use cases in reporting, automation, and ETL

VARIABLES AND CONTROL STRUCTURES

Declaring and Using Variables (DECLARE, SET)
Conditional Logic: IF…ELSE
Loops: WHILE, BREAK, CONTINUE
Error Handling: TRY…CATCH, THROW
GOTO statement (rare but useful for certain scenarios)

USER-DEFINED FUNCTIONS (UDFs)

Scalar-Valued Functions
Table-Valued Functions (Inline and Multi-statement)
Best practices for performance
Use in SELECT, WHERE, JOIN clauses

STORED PROCEDURES

Creating and Executing Stored Procedures
Input Parameters, Output Parameters
Reusability and Modularity
Nested Stored Procedures
Use in ETL and Reporting pipelines

TEMPORARY AND TABLE VARIABLES

Temporary Tables (#Temp, ##GlobalTemp)
Table Variables (DECLARE @TableVar TABLE)
Differences, Use Cases, and Scope
CTEs (Common Table Expressions)

CURSORS

Introduction to Cursors
Declaring and Using Cursors
Static vs Dynamic Cursors
Use Cases and Performance Considerations

DYNAMIC SQL

Constructing SQL Statements on the Fly
Executing with EXEC() and sp_executesql

TRANSACTIONS AND ERROR HANDLING

Introduction to Transactions
BEGIN TRAN, COMMIT, ROLLBACK
Nesting Transactions
Isolation Levels
Locking and Blocking

TRIGGERS

AFTER INSERT, AFTER UPDATE, AFTER DELETE
INSTEAD OF Triggers
Auditing Changes
Performance considerations

TESTING AND DEBUGGING

PRINT Statements
RAISERROR for debugging
SQL Server Profiler / Extended Events (if applicable)
Debugging in SQL Server Management Studio (SSMS)

Power Pivot

Introduction to PowerPivot

Limitation of Excel Functions
Limitation of Excel PivotTable
Why PowerPivot?
PowerPivot Features - Overview

PowerPivot Environment

Opening PowerPivot Environment
Understanding External Data Section
Understanding Formatting
PowerPivot Views
Understanding Measures

Taking Data into PowerPivot

From Excel
From MS-SQL
From Text Files
From Other Sources

Calculated Columns

Calculated Columns
Entering Formulas
Using AutoComplete Feature
Renaming Columns
Understanding Tables

Creating Measures

Creating Simple DAX Measures
Explicit Measure Vs Implicit Measure
Referencing Measures in Other Measures
Formatting Measures

Manage Data Relationships Working with Multiple Tables Disconnected Tables Creating custom calendars Using ADVANCED FILTER() Advanced Calculated Columns

Understanding Relationship Concept
JOIN TABLES
LEFT JOIN TABLES
RIGHT JOIN TABLES
Using UNION QUERIES

Data Visualization Using

Charts, Score Cards and Dashboards
Slicers
Data Binding and Formatting

Creating Advanced Dashboards with PowerPivot

Power BI Administration

Objective: Get hands-on experience with advanced administration settings, permissions, Data refresh times etc.

Overview

Publishing Power BI Reports
Creating & Managing Workspaces and Its Access
Creating & Managing Dashboard and Its Access
Installing & Configuring Data gateway
Scheduling and configuring data refresh
Managing & Reusing Datasets
Scheduling Report Alerts
Setting up Row Level Permissions
Managing Users & Audit Log
Custom Branding Power BI For your Organization
Adding Custom Visuals for your Organization

Power Apps

INTRODUCTION TO POWER APPS

Overview of Power Apps

What is Power Apps?
Benefits and use cases
Types of Power Apps: Canvas, Model-Driven, and Portal Apps

Getting Started

Setting up your Power Apps environment
Navigating the Power Apps interface

DATA INTEGRATION AND MANAGEMENT

Connecting to Data Sources

Introduction to connectors
Connecting to common data sources (SharePoint, Excel, SQL Server, etc.)

Managing Data

Understanding data tables and collections

BUILDING YOUR FIRST CANVAS APP

Basics of Canvas Apps

Understanding Canvas Apps
Creating a simple Canvas App
Adding screens and navigation
Creating simple app to view details from data source.
Using simple forms to display and edit data

ADVANCED CANVAS APP FEATURES

User Experience Design

Designing responsive layouts
Using themes and templates
Best practices for user interface design

Working with Controls

Using different types of controls like
Button
Text input
Drop down
Combo Box
Date picker
List box
Radio
Text label
Vertical gallery
Horizontal gallery
Flexible height gallery
Blank Vertical gallery
Blank Horizontal gallery
Blank Flexible height gallery
Data table
Horizontal container
Vertical container
Container
Image
Icons
Shapes
Working with control properties

Working with Variables

Global variables
Context variable
Collections

Using formulas for dynamic form management

Functions to be used in forms
SubmitForm
EditForm
Clear
ClearCollect
Collect
Filter
If
Navigate
NewForm
Notify
Patch
Refresh
Search
Set
Text
ThisItem
Value

Advanced Controls and Features

Working with media (images, videos)
Implementing charts and graphs
Using Power Automate for workflows

Understanding the Common Data Service (Dataverse)

Creating entities and relationships
Building a simple Model-Driven App

SECURITY AND ADMINISTRATION

Security in Power Apps

Understanding security roles and permissions

Implementing data security

App Management

Managing app versions
Publishing and sharing apps

BEST PRACTICES AND ADVANCED TOPICS

Performance Optimization
Tips for improving app performance
Debugging and troubleshooting techniques
Real-World Use Cases

REALTIME PROJECTS

Project 1: Employee Leave Request App
Project 2: Inventory Management App
Project 3: Customer Feedback App
Project 4: Project Management Dashboard
Project 5: Sales Order Processing App

Power Automate

INTRODUCTION TO POWER AUTOMATE

Overview of Power Automate

What is Power Automate?
Benefits and use cases
Types of flows: Cloud Flows, Desktop Flows, and Business Process Flows

Getting Started

Setting up your Power Automate environment
Navigating the Power Automate interface

CREATING YOUR FIRST FLOW

Basics of Flow Creation

Understanding triggers and actions
Creating a simple flow
Running and testing flows

Flow Templates

Using predefined templates
Customizing template flows
Best practices for using templates

WORKING WITH CONNECTORS

Introduction to Connectors

Understanding connectors and their roles
Connecting to common data sources (SharePoint, OneDrive, Outlook, etc.)

Advanced Data Integration

Using premium connectors
Connecting to SQL Server, Azure, and other advanced data sources

ADVANCED FLOW FEATURES

Conditions and Loops

Implementing conditional logic
Using loops for repetitive tasks

Approvals and Notifications

Creating approval workflows
Sending email and mobile notifications
Error Handling and Troubleshooting

Managing errors in flows

Debugging and troubleshooting techniques

DESKTOP FLOWS (RPA)

Introduction to Desktop Flows

Understanding Robotic Process Automation (RPA)
Setting up Power Automate Desktop

Building Desktop Flows

Recording desktop actions
Automating desktop applications

Advanced Desktop Flow Features

Using conditions and loops in desktop flows
Integrating with cloud flows

BUSINESS PROCESS FLOWS

Introduction to Business Process Flows

Understanding business process automation
Creating a simple business process flow

Customizing Business Process Flows

Defining stages and steps
Implementing business rules and logic

Advanced Business Process Flow Features

Using custom entities and fields
Integrating with Power Apps

PROJECTS

Power Automate Projects

Project 1: Automated Invoice Approval Workflow
Project 2: Employee Onboarding Automation
Project 3: Social Media Post Scheduler
Project 4: Customer Support Ticketing System
Project 5: Monthly Sales Report Automation

Desktop Flows (RPA)

Project 1: Automated Data Entry from Emails
Project 2: Invoice Processing and Archiving
Project 3: Automated Report Generation
Project 4: Customer Account Reconciliation
Project 5: Automated Data Migration

System Requirements

Power BI Desktop

Free & Downloadable from Microsoft Store App
Excel 2016 & above with PowerPivot

Available with Office 365 subscriptions that include desktop versions of Excel for Windows.
MS-SQL Server

https://www.microsoft.com/en-us/sql-server/sql-server-downloads

Kindly install Developer Edition as it is full-featured free edition, licensed for use as a development and test database in a non-production environment.
SQL Server Management Studio (SSMS)

Download and install SSMS from https://learn.microsoft.com/en-us/ssms/download-sql-server-management-studio-ssms
Power Automate & Power Apps

Power Apps
https://www.microsoft.com/en-us/power-platform/products/power-apps
Sign-up for free developer plan

Power Automate
https://www.microsoft.com/en-us/power-platform/products/power-automate
Sign-up for a free 30-day trial
Secondary Monitor (optional, but recommended)

Having a secondary monitor will greatly assist in following the pace of the trainer. It allows you to view instructions and your own workspace simultaneously, enhancing your learning experience.

Taught by Microsoft Certified Trainers

All our classes are live,
hands-on and with
real-trainers.

Projects on Power BI, Power Apps, Power Automate.

Real-time Projects (Practical Application)

Work on 45+ real-world projects designed to bridge data analytics, automation, and business applications. Unlike theory-heavy courses, our practical approach ensures you leave with job-ready skills—building reports, automating workflows, and developing solutions that drive real business impact.

Power BI

Power Apps

Power Automate

SQL

Inventory & Supply Chain

Create dynamic visualizations that track inventory levels, order fulfillment rates, and supplier performance. Learn to automate real-time data alerts to ensure optimal stock levels and timely deliveries.

Financial Health Dashboard

Build financial dashboards that display key metrics like revenue, expenses, and cash flow, with live updates. Automate reports that compare actual vs. budget figures and offer real-time insights for business decisions.

Customer Support Dashboard

Visualize customer service metrics such as ticket status, response times, and customer satisfaction. Learn how to automate ticket updates and generate insights to improve support efficiency.

Sales Performance Dashboard

Track sales revenue, regional performance, and top-selling products using dynamic visualizations. Create automatic reports to measure progress against sales targets.

Project Management Dashboard

Design a project management dashboard that tracks timelines, budgets, and milestones in real time. Automate status updates to identify risks or delays early.

Marketing Campaign Dashboard

Build dashboards that visualize key marketing metrics, such as conversions, impressions, and ROI. Automate reports to evaluate campaign success and optimize marketing strategies.

Employee Leave Request App

Design a user-friendly app for employees to submit leave requests. Automate approval workflows, track balances, and integrate with SQL databases for real-time leave management.

Sales Order Management App

Build an interactive app for sales teams to create, update, and track orders. Integrate with SQL to retrieve customer data and Power Automate to generate invoices and email confirmations.

Support Ticketing System

Develop a mobile-friendly app where customers can log support tickets. Use Power Automate to assign cases, send updates, and generate Power BI reports for service performance tracking.

Expense Reimbursement Tracker

Create an app for employees to submit expense claims with receipt uploads. Automate approval workflows, validate entries against company policies, and generate real-time reimbursement status updates.

Inventory & Asset Management App

Design a system to track inventory and company assets, with barcode scanning capabilities. Connect to a SQL database for real-time stock updates and automate notifications for low inventory levels.

Automated Report Distribution

Schedule and distribute Power BI reports to stakeholders via email or Microsoft Teams. Trigger updates based on data refresh cycles or predefined conditions.

Customer Onboarding Workflow

Streamline new customer onboarding by automating email confirmations, database entry creation in SQL, and document approvals through SharePoint integration.

Invoice Processing & Approval

Extract data from email attachments, validate invoice details against SQL records, and automate approval requests via Teams or Outlook.

Automated Data Entry & Sync

Integrate multiple data sources (Excel, SharePoint, SQL) to automate data entry and keep records synchronized across different systems.

Real-Time Alerts & Notifications

Set up automated alerts for critical business events, such as exceeding sales targets, system downtime, or low inventory, with notifications sent via Teams, email, or mobile push alerts.

Database Design & Normalization

Design and normalize relational databases using primary keys,foreign keys, and normal forms to optimize storage and scalability.

Customer Data Analysis

Analyze customer data with JOINs, GROUP BY, and HAVING to identify trends, segment groups, and generate insights for marketing.

Sales Data Analysis

Use window functions and CTEs to track sales metrics, revenue, and product performance, generating actionable insights.

Inventory Management Queries

Leverage subqueries, UNION, and CASE to track inventory, product stock, and sales velocity for decision-making.

Employee Performance Tracker

Apply ranking functions (e.g., RANK(), DENSE_RANK()) to evaluate employee performance, track KPIs, and enhance workforce management.

Financial Reporting Queries

Retrieve financial data using aggregate functions and GROUP BY to automate real-time reports for balance sheets and P&L statements.