Power BI for Project Management Course

Lesson 1 • Project Management Fundamentals

Covers project lifecycle phases, key roles, and success criteria. Provides the project context in which data and reporting tools operate.

Lesson 2 • Connecting Data to Project Decisions

Explores how data informs planning, monitoring, and closure decisions. Bridges abstract data concepts to real project management scenarios.

Lesson 3 • Introduction to Business Intelligence

Defines BI tools, their role in organizations, and where Power BI fits. Sets expectations for the tool-focused chapters ahead.

Lesson 1 • Power BI Service Workspace Overview

Introduces the cloud-based service, workspaces, and sharing features. Connects desktop authoring to collaborative publishing.

Lesson 2 • Desktop Interface Orientation

Maps every panel, ribbon, and view within Power BI Desktop. Reduces navigation friction before data work begins.

Lesson 3 • File Types and Version Management

Explains PBIX, PBIT, and dataset file formats and their use cases. Establishes file hygiene practices critical for team-based projects.

Lesson 1 • Power Query Editor Essentials

Introduces the Power Query interface, applied steps, and M formula basics. Provides the transformation foundation for all data cleaning tasks.

Lesson 2 • Advanced Power Query Transformations

Covers conditional columns, custom functions, and parameterized queries. Enables automation and reuse of complex transformation logic.

Lesson 3 • Data Cleaning and Shaping Techniques

Demonstrates removing errors, splitting columns, pivoting, and merging queries. Directly addresses the messy real-world data encountered in projects.

Lesson 4 • Connecting to Data Sources

Covers connectors for files, databases, and cloud services. Establishes the ingestion layer that feeds all downstream analysis.

Lesson 1 • Date and Time Intelligence Tables

Covers building a dedicated date table and marking it for time intelligence. Enables accurate period-over-period project tracking.

Lesson 2 • Relational Modeling Principles

Explains normalization, cardinality, and relationship types. Provides the theoretical grounding needed to design reliable models.

Lesson 3 • Model Optimization and Performance

Addresses column reduction, aggregations, and storage mode choices. Keeps models fast and maintainable as project data scales.

Lesson 1 • Advanced DAX Patterns

Covers FILTER, ALL, ALLEXCEPT, and iterator functions for complex scenarios. Unlocks dynamic segmentation and cross-filtering in project dashboards.

Lesson 2 • DAX Syntax and Evaluation Context

Explains row context, filter context, and basic DAX syntax rules. Prevents the most common calculation errors before they occur.

Lesson 3 • Core Aggregation and Logical Functions

Covers SUM, AVERAGE, COUNT, IF, SWITCH, and related functions. Builds the calculation vocabulary for standard project reporting.

Lesson 4 • Project KPI Measures and Targets

Builds measures for schedule variance, cost performance, and completion rates. Translates project management standards into DAX logic.

Lesson 1 • Dashboard Layout and UX Best Practices

Applies grid alignment, visual hierarchy, and white space principles. Produces dashboards that guide the viewer's eye to critical project insights.

Lesson 2 • Visualization Selection Principles

Maps chart types to data relationships and audience needs. Prevents misleading or ineffective visual choices in project reports.

Lesson 3 • Core Power BI Visuals for Projects

Demonstrates Gantt-style, KPI, gauge, and card visuals for project tracking. Builds a practical visual toolkit aligned to project management needs.

Lesson 4 • Interactivity and Drill-Through Design

Explains slicers, cross-filtering, bookmarks, and drill-through pages. Enables stakeholders to explore project data without needing technical skills.

Lesson 1 • Designing a Project Tracking Data Model

Structures tables for tasks, milestones, resources, and budgets. Creates the data foundation for all project reporting visuals.

Lesson 2 • Building a Project Status Dashboard

Assembles KPI cards, timeline visuals, and variance charts into a status report. Delivers a reusable template for recurring project updates.

Lesson 3 • Automated Reporting and Subscriptions

Configures email subscriptions, report snapshots, and alert thresholds. Reduces manual reporting effort and ensures timely stakeholder notifications.

Lesson 1 • Governance, Security, and Deployment

Covers row-level security, deployment pipelines, and workspace governance. Ensures production dashboards are secure, auditable, and maintainable.

Lesson 2 • Portfolio-Level Reporting and Aggregation

Builds cross-project aggregations, composite models, and executive scorecards. Scales individual project dashboards to portfolio-level oversight.

Lesson 3 • Forecasting and Trend Analysis

Applies built-in forecasting, trend lines, and confidence intervals. Supports evidence-based project schedule and budget projections.

Lesson 4 • What-If Analysis and Scenario Planning

Uses what-if parameters and disconnected tables to model project scenarios. Enables proactive decision-making before issues escalate.