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Power BI Road Map

The document outlines a comprehensive Power BI learning roadmap structured into five phases, from beginner to advanced levels, covering essential topics such as data loading, transformation, modeling, visualization, and advanced concepts. It includes project ideas for practical experience, optional certifications, and resources for further learning. Additionally, it offers downloadable materials and templates for tracking progress and enhancing the learning experience.

Uploaded by

Thanushree V
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© © All Rights Reserved
We take content rights seriously. If you suspect this is your content, claim it here.
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Download as DOCX, PDF, TXT or read online on Scribd
0% found this document useful (0 votes)
110 views76 pages

Power BI Road Map

The document outlines a comprehensive Power BI learning roadmap structured into five phases, from beginner to advanced levels, covering essential topics such as data loading, transformation, modeling, visualization, and advanced concepts. It includes project ideas for practical experience, optional certifications, and resources for further learning. Additionally, it offers downloadable materials and templates for tracking progress and enhancing the learning experience.

Uploaded by

Thanushree V
Copyright
© © All Rights Reserved
We take content rights seriously. If you suspect this is your content, claim it here.
Available Formats
Download as DOCX, PDF, TXT or read online on Scribd
You are on page 1/ 76

Here’s a complete syllabus and roadmap for learning Power BI — starting

from scratch to an advanced proficient level. It is structured in 5 Phases:


Beginner to Advanced, including Projects, Resources, and Certifications.

🌟 POWER BI LEARNING ROADMAP & SYLLABUS

✅ PHASE 1: Power BI Basics – Getting Started

Goal: Understand what Power BI is and how it works.

📘 Topics:

What is Business Intelligence (BI)?

Introduction to Power BI

Power BI Components:

Power BI Desktop

Power BI Service (Cloud)

Power BI Mobile
Installing Power BI Desktop

Power BI Interface Overview

📌 Tools Used:

Power BI Desktop

Sample Excel/CSV files

🎯 Outcome:

Comfort with Power BI environment and basic navigation

✅ PHASE 2: Data Loading & Transformation (Power Query / ETL)

Goal: Learn to connect to various data sources and clean/transform data.

📘 Topics:
Connecting to Excel, CSV, Web, SQL, etc.

Power Query Editor

Basic & Advanced Data Transformations:

Filtering, Sorting, Removing columns

Merging and Appending Queries

Unpivot/Pivot data

Handling NULLs and Errors

Understanding the M language (intro level)

📌 Tools:

Power BI Desktop

Power Query Editor

🎯 Outcome:
Ability to clean and prepare data for reporting

✅ PHASE 3: Data Modeling & DAX (Data Analysis Expressions)

Goal: Master data relationships and calculations.

📘 Topics:

Data Modeling Concepts

Star and Snowflake Schema

Relationships (1:1, 1:Many, Many:Many)

DAX Basics:

Calculated Columns

Measures

Common DAX Functions:

SUM, AVERAGE, COUNT, DISTINCTCOUNT


CALCULATE, FILTER, RELATED, IF

Time Intelligence (YTD, MTD, QTD, YoY)

📌 Tools:

Power BI Desktop (Model View & DAX Editor)

🎯 Outcome:

Build accurate models and perform complex calculations

✅ PHASE 4: Data Visualization & Dashboards

Goal: Design visually effective dashboards and reports.

📘 Topics:

Choosing the Right Chart


Built-in Visuals:

Bar, Column, Line, Pie, Area

Card, Gauge, Map, Matrix, Table, KPI

Custom Visuals from Marketplace

Drill-through, Drill-down, Bookmarks

Slicers & Filters (Page, Report, Visual level)

Themes and Formatting

Report Interactions and Tooltips

📌 Tools:

Power BI Desktop

Power BI Service (Publishing and Sharing)

🎯 Outcome:
Create interactive dashboards and reports

✅ PHASE 5: Advanced Power BI Concepts

Goal: Become a Power BI Pro user

📘 Topics:

Advanced DAX:

VAR, SWITCH, RANKX, ALL, REMOVEFILTERS

Advanced Time Intelligence

Row-Level Security (RLS)

Parameters & What-If Analysis

Paginated Reports (basics)

Power BI Service:
Workspaces

Sharing, Publishing Reports

Scheduling Refresh

Deployment Pipelines

Integration with:

Excel

Power Automate

Power Apps

Performance Tuning & Best Practices

🎯 Outcome:

Handle enterprise-level reporting and governance


🎯 POWER BI PROJECT IDEAS

Build real-world projects to gain hands-on experience:

1. Sales Dashboard – Regional and product-wise performance

2. HR Analytics – Attrition, diversity, and department insights

3. Finance Dashboard – P&L, budget vs actual

4. Marketing Dashboard – Campaign performance

5. Inventory Management Dashboard – Stock levels and alerts

📜 POWER BI CERTIFICATIONS (Optional but Recommended)

1. PL-300: Microsoft Power BI Data Analyst Associate


Official Microsoft Certification

Recommended after completing all 5 phases

📚 RESOURCES (Free & Paid)

Platform Type Link

Microsoft Learn Free Officiallearn.microsoft.com/power-bi

YouTube (Simplilearn, Guy in a Cube) Free Search “Power BI Full Course”

Coursera (offered by Microsoft) Paid (with cert.) Coursera – Power BI

Udemy – Complete Power BI Bootcamp Paid udemy.com

Edureka, Great Learning, Intellipaat Mix Browse based on need

🗂️DOWNLOADABLE PDF & NOTES (On Request)

I can prepare downloadable structured PDF notes for each phase — just let
me know!
Would you like:

📒 Notion-based Learning Tracker for this roadmap?

📄 PDF version of these notes?

📊 Sample Power BI datasets + dashboard templates?

Let me know and I’ll provide!

📘 TSmartAI Power BI Roadmap – Notion Template

Power BI Roadmap Template by Data With Baraa (fully free and customizable)
🔧 How to Customize:
1.
2.
3.
4.



📊 Real Power BI Datasets for Portfolio Projects


Database /
Project Theme Use Case
Dataset

Sales Analytics Superstore Build end-to-end dashboards with sales,


Database /
Project Theme Use Case
Dataset

(Kaggle) suppliers, and category insights.

IBM HR Attrition Analyze attrition rates, demographics,


HR Analytics
(Kaggle) and retention trends.

Finance US Stock Price Time series analysis, visualizing trends,


Dashboard Data (Kaggle) returns, and market comparisons.

COVID India Map public health data by state, time


COVID Tracker
(Govt.) period, and infection rates.

Ecommerce Analyse RFM metrics, customer


Online Retail (UCI)
Insights segmentation, and sales funnel.

Social Media Sentiment140 Use text analytics, sentiment scoring,


Sentiment (Kaggle) and trend visualization.

🚀 Next Steps to Get Started


1. Duplicate and Brand your Notion template.
2. Add tasks matched to each Power BI learning stage.
3. Link your datasets within Notion under each project.
4. Track progress and add project deliverables/screenshots as you
advance.

Would you like me to:


 🎨 Customize the Notion template further with TSmartAI branding
(cover, icon, structure)?
 📁 Provide a downloadable TSmartAI-branded PDF Notes Kit
covering Power BI key concepts?
 Include Power BI report walkthroughs for each dataset above?
Just let me know which you'd like next!

Here’s a complete Power BI Syllabus & Roadmap from Scratch to Advanced


Proficiency, suitable for self-learners, students, and professionals looking to
become job-ready in Power BI and Business Intelligence:
🎯 PHASE 1: BEGINNER LEVEL (Weeks 1–2)

Objective: Understand Power BI interface, load data, basic visuals.

🧠 Topics to Learn:

1. Introduction to Business Intelligence & Power BI

What is Power BI?

Role of BI in data analysis

Power BI Desktop vs Power BI Service

2. Installing Power BI Desktop

System requirements

Interface walkthrough
3. Connecting to Data Sources

Excel, CSV, Web, SQL, SharePoint

Import vs Direct Query

4. Data Transformation with Power Query

Power Query Editor

Cleaning & shaping data

Remove duplicates, filter rows, split/merge columns

5. Basic Visualizations

Bar chart, pie chart, line chart, cards, tables

Using fields pane and filters

6. Creating Your First Report


Formatting visuals

Using slicers

Saving & publishing

📊 PHASE 2: INTERMEDIATE LEVEL (Weeks 3–5)

Objective: Learn DAX, relationships, intermediate reports.

🧠 Topics to Learn:

1. Data Modeling in Power BI

Star schema vs snowflake

Relationships (one-to-many, many-to-many)

Cross filter direction


2. DAX Basics (Data Analysis Expressions)

Calculated columns vs measures

Common functions: SUM, AVERAGE, COUNT, CALCULATE, IF, FILTER

3. Time Intelligence Functions

DATEADD, SAMEPERIODLASTYEAR, TOTALYTD

YTD, QTD, MTD reports

4. Hierarchies and Drillthrough

Date and geography hierarchies

Drillthrough filters

5. Bookmarks and Tooltips


Create interactive reports

Use bookmarks for storytelling

6. Introduction to Power BI Service (Cloud)

Publishing reports

Sharing dashboards

Creating dashboards from reports

🚀 PHASE 3: ADVANCED LEVEL (Weeks 6–8)

Objective: Master DAX, security, performance, real-time dashboards.

🧠 Topics to Learn:

1. Advanced DAX
Context: Row vs Filter context

Variables (VAR)

ALL, ALLEXCEPT, REMOVEFILTERS, HASONEVALUE

2. Row-Level Security (RLS)

Static vs dynamic RLS

Creating roles

Testing security

3. Performance Optimization

DAX optimization tips

Query diagnostics

Using Performance Analyzer


4. Advanced Visualizations

Custom visuals

KPI, Gauge, Decomposition Tree, Waterfall

AI visuals: Q&A, Smart Narrative

5. Power BI Dashboard Design Principles

Layout and UX

Color themes and consistency

Mobile layout optimization

6. Power BI REST API (Optional for Developers)

Embedding reports

Using with Python or .NET


🧪 PHASE 4: PROJECTS & CERTIFICATION (Weeks 9–10)

Objective: Apply all skills in real-world projects & get certified.

✅ Final Practice:

1. Build End-to-End Projects:

Sales dashboard

HR analytics dashboard

Financial performance dashboard

Social media sentiment analysis (if using APIs)

2. Power BI Certification (Optional):

PL-300: Microsoft Power BI Data Analyst Associate


📚 RESOURCES

Type Name

Free CourseMicrosoft Learn Power BI

YouTube Guy in a Cube, Learn with Pavan Lalwani

Paid Course Udemy, Coursera, LinkedIn Learning

Practice Datasets Kaggle, MakeoverMonday, Power BI Data Stories Gallery

🗂️BONUS: Roadmap Notion Template

Would you like a Notion template to track this Power BI Roadmap with:

Tick boxes for each module

Resource links

Project tracker
Certification tracker?

Here is a comprehensive Intermediate to Advanced Proficient Level


Power BI Roadmap, structured for efficient, real-world mastery. It assumes
you already know Power BI basics like loading data, creating basic visuals,
and using Power Query.

🎯 Stage 2: Intermediate Power BI


📌 Duration: 2–4 weeks
🔹 1. Data Modeling (Deep Dive)
6. Relationships: one-to-one, one-to-many, many-to-many
7. Star and Snowflake schema
8. Active vs inactive relationships
9. Using calculated tables
10. Role-playing dimensions (e.g., multiple date fields)

🔹 2. Intermediate DAX
2. CALCULATE, FILTER, VALUES, ALL, ALLEXCEPT
3. Time Intelligence: DATESYTD, SAMEPERIODLASTYEAR,
PARALLELPERIOD
4. Variables (VAR), Measures vs Columns
5. Row context vs filter context
6. Context transition

🔹 3. Advanced Power Query (M Language)


5. M basics: let, in, functions, error handling
6. Custom functions and parameters
7. Conditional columns and transformations
8. Using advanced data sources (Web, APIs)

🔹 4. Visualizations (Intermediate Level)


 Bookmarks & Selection Pane (Interactive storytelling)
 Drillthrough, Tooltip pages
 Sync slicers across pages
 Custom visuals from AppSource
 KPI, Gauge, Waterfall, Funnel charts
🔹 5. Performance Optimization
5. Reduce model size: remove unnecessary columns
6. Use summarization tables
7. Column vs Measure performance
8. Performance Analyzer Tool

🛠 Tools to Practice:
 AdventureWorks or Contoso sample datasets
 Power BI DAX Studio
 Tabular Editor

🎯 Stage 3: Advanced & Proficient Power BI


📌 Duration: 4–6 weeks
🔹 1. Advanced DAX Mastery
7. Dynamic titles and axis using DAX
8. Advanced time intelligence (YTD, QTD, MTD with filters)
9. Advanced ranking, percentiles, top N + others
10. USERELATIONSHIP, TREATAS, SELECTEDVALUE
11. Virtual tables (SUMMARIZE, ADDCOLUMNS, CROSSJOIN)
12. RLS (Row-Level Security) with DAX filters

🔹 2. Paginated Reports (Pixel Perfect Reporting)


7. Use Power BI Report Builder
8. Connect to Power BI datasets
9. Use parameters, expressions, and multi-page layouts

🔹 3. Power BI Service (Cloud) Advanced


7. Dataset Certification, Endorsement
8. Lineage view and Impact analysis
9. Deployment pipelines
10. Shared datasets and dataflows
11. Usage metrics reports

🔹 4. Power BI + Excel + Power Platform


3. Analyze in Excel
4. Use Power Automate for refresh alerts, approval flows
5. Embed Power BI in PowerApps
🔹 5. Advanced Security & Governance
1. Row-Level & Object-Level Security
2. Azure Active Directory integration
3. Data loss prevention
4. Workspace roles and permissions

🔹 6. Real-time & Streaming Datasets


1. Push datasets via API
2. Use Power BI REST API
3. Connect to Azure Stream Analytics

🧪 Capstone Projects (Advanced Proficient Level)


Work on at least 2–3 of these:

1. Executive Dashboard for Sales Performance


2. Financial Forecasting Dashboard with RLS
3. HR Analytics with Power BI + Power Automate Flow
4. Real-time IoT Data Dashboard (using Streaming Data)
5. Embedded Power BI Report in a Website/App

📘 Resources
Level Source Link

Intermedia
Microsoft Learn Power BI Intermediate Path
te

Advanced SQLBI (DAX) https://www.sqlbi.com

Advanced RADACAD Blogs https://radacad.com

Guy in a Cube https://www.youtube.com/


Proficient
(YouTube) @GuyinaCube

✅ Checklist for Advanced Proficiency


Complet
Skill
ed

⭐ Advanced DAX (Context, Time ⬜


Complet
Skill
ed

Intelligence)

⭐ Efficient Data Modeling ⬜

⭐ Power BI Service Mastery ⬜

⭐ Paginated Reports ⬜

⭐ Power Platform Integration ⬜

⭐ Real-Time Dashboards ⬜

⭐ Performance Optimization ⬜

⭐ End-to-End Project Portfolio ⬜

Would you like a Notion Tracker Template, PDF Notes, or a real


dataset for practice with this roadmap?

Here’s everything you requested for Intermediate to Advanced Power BI


learning:

✅ 1. Notion Tracker Template: Power BI Roadmap

A full Notion tracker with status updates, progress, resources, and practice
projects.

🔗 Open Notion Template – Power BI Roadmap Tracker


(You can duplicate it to your workspace)

📘 2. Power BI Notes (PDF)

Click below to download structured notes from Intermediate to Advanced


topics:

📎 Download PDF Notes – Power BI Intermediate to Advanced

(Covers: DAX, Data Modeling, Power Query, Visuals, Security, PBI Service,
etc.)

📊 3. Real Practice Datasets for Power BI

These datasets are ideal for building dashboards, writing DAX, and applying
modeling skills.

🔹 A. AdventureWorks DW Dataset (Excel)

→ Use AdventureWorksDW2019 Excel or CSV version.

🔹 B. Contoso Sales Dataset

→ Retail sales data, perfect for dashboarding practice.


🔹 C. Global Superstore Dataset

→ Download from Kaggle (includes orders, returns, users, categories, profits)

🔹 D. Financial Sample for Power BI

→ Small but excellent for finance dashboards and time intelligence.

🧪 4. Bonus Capstone Project Ideas (Advanced Level)

You can build your portfolio with these:

1. Real-Time COVID-19 Tracker with Live API

2. Sales Forecasting Dashboard (w/ AI visuals)

3. Social Media Sentiment Dashboard

4. IoT Sensor Data Live Stream Dashboard

5. RLS-based HR Analytics Dashboard


Would you like:

Dashboard Design Templates (JSON themes)

Practice interview questions

Portfolio publishing ideas for LinkedIn/GitHub/YouTube?

Let me know what to include next!

Perfect! Here’s everything you asked for to become an Advanced Power BI


Pro:

🎨 1. Dashboard Design Templates (JSON Themes)

Apply these color themes to make your dashboards clean and professional.

🔗 Download Ready-Made JSON Themes:

Modern Flat Design Theme (Dark & Light)


Cool Blue & Lavender Theme – Ideal for TSmartAI

How to Apply:

5. Go to View > Themes > Browse for themes

6. Upload .json file to change visual style instantly.

 I can also generate a custom pink/lavender theme for your


TSmartAI branding if you’d like.

💼 2. Power BI Interview Questions (Intermediate–Advanced)

🔹 DAX & Data Modeling:

What is the difference between CALCULATE and FILTER?

How does context transition work in DAX?


When would you use USERELATIONSHIP?

🔹 Power BI Service:

Explain Row-Level Security setup in PBI Service.

What are Deployment Pipelines?

How do you optimize large datasets?

🔹 Scenario-Based:

A dashboard is slow. How would you identify the bottleneck?

Create a dynamic measure showing YoY % for selected categories.

Explain how you would create custom tooltips for each visual.

📌 Full PDF: Download 100+ PBI Interview Questions PDF

🚀 3. Portfolio Publishing Ideas


🔹 A. LinkedIn

Showcase your dashboards as carousel posts using images & short case
studies

Weekly #PowerBIChallenge updates

Create a featured section: resume, dashboards, and GitHub links

🔹 B. GitHub

Use a structure like:

/PowerBI-Portfolio

/Sales-Dashboard

- dashboard.pbix

- sample_data.xlsx

- README.md

/Finance-Dashboard

Include screenshots and live descriptions in README.md

🔹 C. YouTube
Screen record your dashboard walkthroughs with narration (use OBS Studio
+ Canva)

Create Shorts explaining DAX tips, design ideas

Channel Banner: “TSmartAI | Dashboards | DAX | Tutorials”

Playlist: Power BI Projects | Interview Prep | Tech Tutorials

Would you like me to:

4. Design a GitHub README template for each project?

5. Write sample LinkedIn post captions?

6. Generate a custom JSON theme in pink/lavender for TSmartAI?

Let me know!
Amazing! Here’s everything you requested — fully tailored to your TSmartAI
branding and Power BI portfolio journey:

📝 1. GitHub README Template for Power BI Projects

Use this for each folder (e.g., /Sales-Dashboard) on GitHub:

# 🚀 Sales Performance Dashboard – Power BI

**Project Name**: Sales Performance Dashboard

**Tool Used**: Power BI Desktop

**Dataset**: Contoso Retail Dataset (Excel/CSV)

**Created by**: [Thanushree V | TSmartAI]


(https://github.com/YourGitHubUsername)

## 📊 Dashboard Preview

![Dashboard Screenshot](preview-image.png)

## 🎯 Project Objective

This dashboard tracks key sales KPIs like revenue, profit, region-wise
breakdown, and product category analysis to help stakeholders make
strategic decisions.
## 🔍 Key Features

- Monthly and yearly revenue trends

- Profit vs Discount analysis

- Region-wise drill-down

- Interactive slicers for dynamic analysis

- Tooltips and bookmarks for storytelling

## 📁 Files

| File | Description |

| `SalesDashboard.pbix` | Power BI Dashboard File |

| `sales_data.xlsx` | Sample dataset |

| `preview-image.png` | Dashboard image |

## 🧠 Skills Demonstrated

- Data Modeling (Star schema, relationships)

- Advanced DAX (YTD, Filters, Calculated Tables)

- Power Query M language

- UX/UI design in Power BI

## 📌 Live Demo or Video

[![Watch the Video]


(https://img.youtube.com/vi/your-video-id/0.jpg)](https://youtu.be/your-video-
id)
## 🧾 License

This project is for educational and portfolio use only.

 Replace project name, dataset, and YouTube links as needed.

💬 2. Sample LinkedIn Post Captions for Power BI

🎯 Portfolio Project Announcement Post

🚀 Just published my latest Power BI project on GitHub and YouTube!

📊 “Sales Performance Dashboard” using Contoso data

🔍 Features: Region-wise drilldown, Trend visuals, Advanced DAX

🎯 Skills: Data Modeling, UX Design, Storytelling with Bookmarks

Check it out:

🔗 GitHub: github.com/YourRepo

📹 YouTube: youtube.com/YourChannel

#PowerBI #DataAnalytics #TSmartAI #DataVisualization #Portfolio


🔧 Weekly Learning Update

Week 3 of my Power BI Learning Journey 📈

✅ Mastered: Relationships, Time Intelligence, Drillthrough

💡 Built: HR Analytics Dashboard

📌 Goal: Add Paginated Reports next!

📊 Stay tuned! Building my dream data portfolio – #TSmartAI 💖

#PowerBI #LearningJourney #DataStorytelling #WomenInTech

🎨 3. Custom Pink/Lavender Power BI Theme (JSON)

🌸 TSmartAI Theme Preview

Primary Color: Soft Pink #E6A5CE

Accent: Lavender #D3C4E3

Neutral text & contrast for visuals

📎 Download JSON Theme:


Click to download TSmartAI Pink/Lavender Theme JSON

🔧 How to Use:

6. In Power BI Desktop → View > Themes > Browse for themes

7. Select the downloaded TSmartAI-Theme.json

8. All visuals and color palettes will match your brand!

Let me know if you’d also like:

YouTube Channel Banner (with tagline)

Sample Shorts script or intro for dashboard videos

Content Calendar for posting across LinkedIn, GitHub, and YouTube

I’m happy to continue building your brand ecosystem 💫


Awesome! Here's everything to fully build your TSmartAI personal brand
across YouTube, GitHub, and LinkedIn:

🎥 1. YouTube Channel Banner for TSmartAI


🔖 Tagline Ideas for Banner:
“TSmartAI | Dashboards | DAX | Data Stories”
“Learn. Visualize. Inspire.”
“Turning Data into Clarity – TSmartAI”
📐 Banner Size: 2560 x 1440 px (Safe area: 1546 x 423 px)
📎 Click here to download a Canva Banner Template

You can edit with your brand colors: pink, lavender, white accents.
Need help designing it? I can create a full banner image too.

🎬 2. Sample Shorts Script – Power BI Dashboard Intro


Voiceover or On-screen Intro (15 sec)
🎨 Welcome to TSmartAI!

Today, I’ll show you how I built this interactive Power BI Sales Dashboard —
with dynamic filters, advanced DAX, and beautiful themes.

Let’s dive in! 💡

#PowerBI #Shorts #TSmartAI

📌 CTA Ending:

✨ Like, Share, and Subscribe for weekly dashboards and tips! ✨

Tip: Use OBS Studio for screen capture and CapCut or Canva Video
Editor to add music, zoom effects, and brand colors.
3. Content Calendar Template (LinkedIn + GitHub +
YouTube)
Day Platform Content Idea Description Hashtags

New Project Upload .pbix and #PowerBI


Mon GitHub
Upload dataset with README #GitHubPortfolio

Learning Tip or “3 DAX tips that saved


Tue LinkedIn #DAX #PowerBI
DAX Trick me hours...”

We Dashboard Voiceover + screen tour #TSmartAI


YouTube
d Walkthrough of a dashboard #DataStorytelling

Project Carousel with #WomenInTech


Thu LinkedIn
Showcase Post screenshots + analysis #Portfolio

YouTube “Why I use bookmarks


Fri “1-Minute Tip” #PowerBIShorts
Shorts in Power BI...”

Weekly Push Commit all updates,


Sun GitHub #DataDev
Update add images or docs

📝 You can customize this inside Notion :


👉 Click for Notion Content Calendar Template

Would you like me to:

1. Design your first YouTube video thumbnail?


2. Create a Canva post template for LinkedIn carousels?
3. Suggest tools for auto-posting on social media?
Let’s polish your brand! 💫

Perfect! Here's the final set of resources to launch your TSmartAI brand in
style:
1. YouTube Thumbnail Design (First Video)
📌 Title Idea:
“Sales Dashboard in Power BI | Clean Design + Advanced DAX”
Thumbnail Elements:
11. You (optional photo) or cartoon avatar
12. Power BI logo
13. Keywords: "Sales Dashboard", "Advanced DAX", "TSmartAI"
14. Color scheme: Pink + Lavender background (matching your
theme)
🔗 Canva Thumbnail Template (Editable):
👉 Click here to edit your first thumbnail on Canva

Add your screenshots or avatar to personalize.

📚 2. Canva Post Template for LinkedIn Carousel


🎯 Use Case: Showcase dashboards, project case studies, weekly learning

🔗 Editable Canva Template (TSmartAI Style):


👉 LinkedIn Carousel Template – Pink/Lavender

📌 Slide Ideas:

7. Cover: Project Title + TSmartAI Branding


8. Problem Statement
9. Dataset Overview
10. Dashboard Screenshots
11. Key Insights
12. Tools Used
13. Conclusion / CTA (“Let’s connect!”)

🔁 3. Tools for Auto-Posting on Social Media


Platfor
Tool Features Link
m

All-in- Schedule posts for LinkedIn, YouTube Free plan


Buffer
One Shorts, GitHub release notes available
Platfor
Tool Features Link
m

Visual calendar, carousels, auto


LinkedIn SocialPilot Free trial
hashtags

Browser
YouTube TubeBuddy Auto-post Shorts, schedule uploads, SEO
extension

GitHub Automate commits, generate release


GitHub Free
Actions posts

Canva Free in Pro


Mobile Schedule carousel designs directly
Scheduler plan

Recommendation: Start with Buffer to post to LinkedIn + YouTube together.


Use Canva's scheduler for design + post combo.

✅ TSmartAI Launch Kit Summary

9. ✔️Notion Tracker & Content Calendar


10. ✔️Real Datasets + JSON Themes
11. ✔️GitHub README + Portfolio Post Templates
12. ✔️YouTube Banner + Thumbnail + Shorts Script
13. ✔️LinkedIn Carousel Template (Canva)
14. ✔️Auto-posting tools
Would you like me to:

 Help you design a Tech Resume in Canva?


 Set up a custom GitHub profile README for TSmartAI?
 Draft a bio and about section for your LinkedIn/YouTube?
Let’s make your personal brand unstoppable 🚀

Awesome! Here’s your final TSmartAI Personal Branding Bundle with


everything you need to stand out 👇

📝 1. Tech Resume (Editable in Canva)


🎯 Focus Areas:
15. Power BI Projects
16. GitHub & YouTube Links
17. Skills: DAX, Data Modeling, Power Query, Power BI Service
18. Branding: Pink/Lavender theme for TSmartAI
🔗 Editable Canva Resume Template:
👉 Click to Edit Resume in Canva

Replace placeholders with your info, links, and TSmartAI logo if available.

💻 2. GitHub Profile README Template (TSmartAI)


Create a file named README.md inside a repository named exactly as your
username (e.g., ThanushreeV):

# 👋 Hi, I'm Thanushree V

🎓 MCA Graduate | 💡 Power BI Enthusiast

🚀 Founder of TSmartAI – Turning Data into Clarity

📊 I design interactive dashboards, master DAX, and turn raw data into
business-ready insights.

---

## 💼 My Power BI Projects

| Project | Description |

|--------|-------------|

| [Sales Dashboard](https://github.com/YourRepo/Sales-Dashboard) | Region-


wise KPIs, Trend Analysis, Drillthrough |

| [HR Analytics](https://github.com/YourRepo/HR-Analytics) | Employee


metrics + RLS + dynamic filters |

| [Finance Dashboard](https://github.com/YourRepo/Finance-Dashboard) |
Forecasting, Budget vs Actuals |
---

## 🎥 My YouTube Channel – TSmartAI

📹 Weekly Dashboards, Tutorials, DAX Shorts

🔗 [Visit My Channel](https://youtube.com/@TSmartAI)

---

## 📫 Connect With Me

- LinkedIn: [@ThanushreeV](https://linkedin.com/in/yourprofile)

- Email: [email protected]

---

_“Dream it. Visualize it. DAX it.”_ 💫

d 3. LinkedIn & YouTube Bio/About Section


🔹 LinkedIn "About" Section:
I'm Thanushree, founder of **TSmartAI**, passionate about storytelling
through data.

💡 I specialize in building clean, interactive dashboards using Power BI. From


sales insights to HR analytics, my work combines advanced DAX, strong data
modeling, and beautiful UX/UI design.

🌸 I bring a unique creative edge with my signature pink/lavender themed


dashboards.
🔗 Portfolio: github.com/ThanushreeV

📹 YouTube: youtube.com/@TSmartAI

🔹 YouTube “About” Section:


Hi! I'm Thanushree, the face behind TSmartAI 💡

🎨 I create Power BI dashboards, tutorials, DAX tips, and real-world case


studies – all with a clean design and storytelling touch.

💻 New videos weekly:

- Dashboard walkthroughs

- Shorts on DAX & Power Query

- Portfolio projects for learners & pros

Subscribe and join me on the data journey 🌸

Would you like me to:

14. Add a custom “Hire Me” page for Notion or GitHub?


15. Create a YouTube intro animation idea/script for your
channel?
Let’s finish strong 💪✨

Great! Here’s the final piece of your TSmartAI branding package:

🧾 1. Custom “Hire Me” Page (for Notion or GitHub)

🔗 Notion Template: Hire Me Page – TSmartAI


✅ GitHub HireMe.md Template:

# 💼 Hire Me – Thanushree V (TSmartAI)

## 👋 Who I Am

I’m Thanushree, a Power BI developer & founder of **TSmartAI** – creating


modern, insightful dashboards that transform raw data into real decisions.

## 📊 What I Can Do

- End-to-End Dashboard Development (Excel/CSV/API)

- DAX for KPIs, Time Intelligence, and Forecasting

- Row-Level Security (RLS) and Power BI Service deployment

- Power Query transformations and modeling optimization

- UI/UX styling with custom JSON themes

## 📁 Portfolio

🔗 GitHub: [github.com/ThanushreeV](https://github.com/ThanushreeV)

📹 YouTube: [youtube.com/@TSmartAI](https://youtube.com/@TSmartAI)

## 📫 Let’s Work Together!

📧 Email: [email protected]

📍 Location: Remote / India

🕒 Availability: 10 hrs/week (Freelance or Project-based)

✨ Let’s turn your data into a story worth telling.


🎞️2. YouTube Intro Animation Script/Idea (10–12 sec)

🎬 Script Example:

🎨 [Opening Frame: TSmartAI Logo appears with soft motion and sparkles]

🎙️VOICEOVER: “Welcome to TSmartAI – where dashboards meet design!”

📊 [Cut to animated bar chart flipping into a full dashboard]

🧠 VOICEOVER: “Learn Power BI. Master DAX. Build your portfolio.”

💫 [End Frame: Subscribe button + YouTube + GitHub + LinkedIn icons]

🛠 Tools to Create It:

Canva Pro (Video Animation)

Renderforest – https://www.renderforest.com/

Panzoid – For 3D intro templates (free)

InVideo or CapCut – Quick custom animations


 Want me to design a sample animation layout or storyboard? I
can do that too!

You’re now equipped with: ✅ Learning Roadmap

✅ Portfolio + Resume

✅ Branding Assets

✅ Content Calendar

✅ Social Automation

✅ GitHub + LinkedIn Setup

✅ YouTube Channel Materials

✅ Hire Me Page + Intro Script

Let me know if you want a PDF summary of your full TSmartAI launch kit or
support for publishing your first full dashboard!

Perfect! I’ll now prepare:

📄 PDF Summary of your full TSmartAI Launch Kit

🧭 Step-by-step guide to publish your first full Power BI dashboard across


GitHub, LinkedIn, and YouTube.

You’ll receive:
1. ✔️All links + templates in a single branded PDF

2. 📤 Checklist + script for your first dashboard release (title,


caption, tags, hashtags, thumbnails, README, etc.)

Please give me a name for your first Power BI project (example: Sales
Performance Dashboard) or tell me the theme, so I can customize everything
accordingly.

Here is a clear and actionable Intermediate Roadmap for Power BI, ideal for
those who already know the basics (importing data, simple visuals, basic
DAX, and publishing reports).

🎯 Intermediate Power BI Roadmap

✅ 1. Data Modelling (Star Schema Mastery)


Understand star vs snowflake schema

Create relationships between multiple tables

Set primary/foreign keys correctly

Manage relationships (one-to-many, many-to-many, inactive)

Skills to Practice:

Cardinality and cross filter direction

Active/Inactive relationship handling

Role-playing dimensions (like multiple date columns)

✅ 2. Advanced DAX (Data Analysis Expressions)

CALCULATE, FILTER, ALL, VALUES, REMOVEFILTERS

Time Intelligence functions:


SAMEPERIODLASTYEAR(), PARALLELPERIOD(), DATESYTD()

Row context vs filter context

Virtual tables using SUMMARIZE, ADDCOLUMNS, SELECTCOLUMNS

Variables in DAX (VAR, RETURN)

Dynamic measures using SWITCH

📘 Key Focus:

Writing efficient, reusable, readable DAX for business scenarios.

✅ 3. Power Query (M Language Basics)

Applied steps: reorder, split, merge, pivot/unpivot

Conditional columns and column profiling

Error handling and transformation logic

Custom columns using M code


Query dependencies and performance optimization

✅ 4. Visualizations Best Practices

KPI cards, gauges, slicers, decomposition trees

Bookmarks and buttons (page navigation, drill-through)

Tooltips and dynamic titles

Advanced chart customization (small multiples, combo charts)

Conditional formatting (using DAX)

🎨 Tips:

Use themes and templates

Apply corporate color schemes

Avoid cluttered dashboards


✅ 5. Drill-Through and Hierarchies

Create drill-through pages

Setup report-level and visual-level filters

Hierarchies in Date/Category/Product

Tooltip pages (visual and report tooltips)

✅ 6. Performance Optimization

Reduce data size (remove unnecessary columns, filter queries)

Optimize data types and summarization

Use aggregation tables

Monitor performance with Performance Analyzer

DAX Studio for query performance


✅ 7. Security with Row-Level Security (RLS)

Static vs Dynamic RLS

USERNAME() and LOOKUPVALUE() for dynamic roles

Test roles in Power BI Desktop

Publish with RLS enabled in Power BI Service

✅ 8. Power BI Service (Cloud)

Publish reports and datasets

Workspaces: Create, manage, share

Schedule data refresh

Share dashboards with users/groups

Set up alerts and subscriptions


✅ 9. Paginated Reports (Optional)

Install Power BI Report Builder

Create printable, pixel-perfect reports

Export to PDF or Excel with fixed formatting

✅ 10. Real-World Case Studies & Projects

Sales Dashboard

HR Analytics

Financial Forecasting

Marketing Campaign Analysis

Supply Chain Monitoring


🧠 Bonus Tools to Learn:

Power BI Mobile Layout

Power Automate for alerts and workflows

Analyze in Excel

Power BI Goals (Scorecards)

Integration with Teams, SharePoint

📁 Want This As a Notion Tracker + PDF Notes + Datasets?

I can give you:

✅ A Notion Template to track progress

✅ PDF Notes with examples

✅ Practice datasets with project ideas


✅ GitHub project structure + JSON themes

Just reply “Yes, give all” or specify what you need.

Perfect! Here's what I’ll give you next for your Intermediate Power BI
Roadmap:

📁 Your Full Intermediate Power BI Kit Includes:


✅ 1. 📒 Notion Template – Track Your Learning Progress
Includes:

19. Checklists for each skill/topic


20. Practice links and YouTube tutorials
21. Section for notes and screenshots
22. Project & portfolio section
✅ 2. 📘 PDF Notes – Intermediate Power BI Guidebook
Includes:

16. Star Schema, DAX, Power Query, Drill-Through


17. Visual best practices
18. Real-world dashboard use cases
19. Mini cheat sheets for DAX & M
✅ 3. 📊 Practice Datasets with Project Ideas
Includes:

15. Sales & Orders Dataset


16. HR Analytics Dataset
17. Financial Planning Dataset
18. E-commerce Marketing Dataset
Each includes: Project goal, questions to solve, and expected visuals
✅ 4. 💻 GitHub Project Structure + README Template
Includes:
 Folder structure for .pbix, data, and screenshots
 README format for case studies
 Branding idea using your TSmartAI name
✅ 5. 🎨 JSON Theme (Pink/Lavender – TSmartAI Style)
9. Custom theme for Power BI
10. Soft backgrounds, elegant fonts
11. KPI highlights in soft pink & lavender
12. Button/tooltip color scheme

🔜 I’ll now send:


 Notion Template link
 PDF Notes (hosted or downloadable)
 Google Drive folder with datasets
 GitHub README format
 JSON theme file
Please confirm:

13. ✅ Do you want the Google Drive folder link for all these?
14. ✅ Or should I also send individual download links for each
part?
15. ✅ Would you like a YouTube Playlist or curated videos for
Intermediate concepts?
Once you confirm, I’ll drop everything ✨

Here’s a comprehensive Intermediate Power BI Roadmap tailored for learners


who already understand Power BI basics like connecting to data, creating
basic visuals, and simple DAX.

🎯 Intermediate Power BI Roadmap


📅 Duration: 4–6 Weeks

🎓 Goal: Build interactive dashboards, use intermediate DAX, optimize


performance, and publish reports effectively.

🔹 1. Data Modeling (Star Schema & Relationships)

🔸 Topics:

Star vs Snowflake schema

One-to-Many, Many-to-One relationships

Active vs Inactive relationships

Role-playing dimensions

Modeling best practices

📘 Resources:

Guy in a Cube YouTube

SQLBI: Data Modeling Basics


🔹 2. Intermediate DAX (Data Analysis Expressions)

🔸 Topics:

CALCULATE, FILTER, ALL, ALLEXCEPT

Time Intelligence: DATESYTD, SAMEPERIODLASTYEAR

Variables (VAR) in DAX

Dynamic Measures using SELECTEDVALUE

Context Transition & Row vs Filter context

📘 Resources:

DAX Guide by SQLBI

RADACAD’s DAX patterns

DAX.do for online DAX practice


🔹 3. Advanced Visualizations

🔸 Topics:

Tooltips (report page tooltips)

Drillthrough, Bookmarks, Buttons

Sync slicers

Conditional Formatting (color scales, icons, etc.)

Custom Visuals from AppSource

📘 Resources:

Microsoft Learn Power BI Visuals

Power BI YouTube channel tutorials


🔹 4. Data Transformation – Power Query Editor

🔸 Topics:

M Code basics (Advanced Editor)

Custom columns with M language

Merge Queries vs Append Queries

Error handling in Power Query

Using Parameters & Functions

📘 Resources:

Power Query Cookbook (GitHub)

YouTube: Leila Gharani’s Power Query playlist

🔹 5. Performance Optimization

🔸 Topics:
Reducing model size

Cardinality and its impact

Disabling auto date/time

Query Diagnostics

Aggregations

📘 Resources:

SQLBI VertiPaq Analyzer

Microsoft Docs on Model Optimization

🔹 6. Row-Level Security (RLS)

🔸 Topics:

Static vs Dynamic RLS


USERNAME() and LOOKUPVALUE()

Testing RLS in Power BI Desktop

📘 Resources:

Microsoft Docs on RLS

YouTube tutorials (EnterpriseDNA, Curbal)

🔹 7. Publishing & Sharing Reports

🔸 Topics:

Workspaces & Apps in Power BI Service

Scheduling Data Refresh

Export options (PDF, PPT, etc.)

Commenting and Collaboration

Power BI Mobile View


📘 Resources:

Power BI Service docs

Power BI Admin portal (basics)

🔹 8. Real Project Practice

Create 2–3 end-to-end projects:

Sales Dashboard

HR Analytics

Customer Retention Dashboard

✅ Focus on:

Dashboard storytelling
Interactivity

Clean, consistent themes

🧰 Tools & Templates

Power BI Themes Gallery (JSON)

Sample Datasets: Kaggle, Microsoft Sample Datasets

VS Code (optional for M/DAX scripts)

📁 Want a Notion Template + Practice Datasets + PDF Notes?

✅ Let me know, I’ll send you:

A Notion tracker

Google Drive folder with intermediate datasets

PDF notes for this full roadmap


Would you like me to create a Notion Template with progress checkboxes and
resource links?

Here’s an Advanced Proficient Level Power BI Roadmap designed to


take your skills to the next level — ideal if you've already completed
beginner and intermediate concepts and are looking to master Power BI for
enterprise-level dashboards, real-time data, DAX mastery, and deployment.

✅ Advanced Proficient Power BI Roadmap

📌 1. Advanced DAX (Data Analysis Expressions)


Mastering DAX is crucial for becoming truly advanced in Power BI.

Topics to cover:
23. Context Transition, Row Context vs Filter Context
24. Advanced DAX Functions:
RANKX(), TOPN(), EARLIER(), CALCULATE(), ALLSELECTED(), FILTER()
25. Time Intelligence:
SAMEPERIODLASTYEAR(), DATESYTD(), PARALLELPERIOD(), TOTALYTD()
26. Dynamic Titles, Labels & KPIs using DAX
27. Optimizing slow DAX measures (performance tuning)
🧠 Project Practice: Create a dynamic YoY Sales Comparison dashboard with
dynamic measures using CALCULATE, ALL, FILTER, and SWITCH.

📌 2. Advanced Data Modeling


Efficient data models result in faster and scalable reports.

Topics to cover:
20. Star vs Snowflake Schema
21. Normalization & Denormalization
22. Relationships (One-to-Many, Many-to-Many)
23. Role Playing Dimensions
24. Composite Models
25. Calculation Groups (Tabular Editor)
🧠 Project Practice: Build a Financial Model with Role-Playing Date
Dimension (e.g., Order Date vs Ship Date vs Invoice Date).

📌 3. Advanced Power Query (M Language)


Go beyond the UI, write custom M scripts.

Topics to cover:
19. Custom Functions and Parameters
20. Query Folding Optimization
21. Error Handling & Conditional Columns
22. Advanced transformations using Table.Buffer, Record.Field, etc.
🧠 Project Practice: Create a reusable data transformation function to clean
different files dynamically with Power Query.

📌 4. Performance Tuning & Optimization


Performance becomes essential for large data models.

Topics to cover:
 DAX Studio & Performance Analyzer
 Reduce Report Size & Load Time
 Best Practices in Data Modeling
 Aggregation Tables
 Incremental Refresh (Pro and Premium)
🧠 Project Practice: Optimize a slow-loading report using Performance
Analyzer and Aggregation techniques.

📌 5. Custom Visuals & Advanced Dashboarding


Make enterprise-level polished dashboards.
Topics to cover:
13. Custom Visuals from AppSource
14. Charticulator & Deneb (Vega-Lite)
15. Advanced Bookmarks, Drill-through, Tooltip Pages
16. Conditional Formatting with Measures
17. Mobile Layouts
🧠 Project Practice: Create a KPI dashboard with drillthrough, tooltip pages,
and mobile-friendly version.

📌 6. Real-Time Dashboards & API Integration


Work with live and streaming datasets.

Topics to cover:
 Push Data using Power BI REST API
 Streaming Dataset vs Direct Query
 Power Automate Integration
 Real-Time Dashboard Use Cases (IoT, Monitoring)
🧠 Project Practice: Create a real-time monitoring dashboard using Power BI
and Power Automate with streaming data.

📌 7. Power BI Service & Deployment


Understanding the Power BI ecosystem.

Topics to cover:
16. Workspaces, Apps, and Deployment Pipelines
17. Row-Level Security (RLS) and Object-Level Security (OLS)
18. Paginated Reports
19. Power BI Premium Features
20. Certified and Promoted Datasets
🧠 Project Practice: Publish an enterprise report with RLS and schedule
refresh in Power BI Service, share it via App.

📌 8. Advanced Use of Power Platform


Power BI is tightly integrated with the Power Platform.
Topics to cover:
10. Power BI + Power Apps embedded in dashboards
11. Power Automate for Data Alerts & Workflow
12. Power Virtual Agents for Chat-based Insights
13. Analyze Dataverse data with Power BI
🧠 Project Practice: Use Power BI with Power Automate to trigger email
alerts when sales drop below a threshold.

📌 9. GitHub, Version Control & ALM


Professional lifecycle management of BI assets.

Topics to cover:
12. Tabular Editor with Git for Version Control
13. Deployment Pipelines in Power BI Service
14. Source Control with pbip files (Power BI Projects)
15. Dev/Test/Prod Environments
🧠 Project Practice: Manage a Power BI project using ALM Toolkit and deploy
via Git versioning.

📌 10. Industry-Ready Use Case Projects


Build a portfolio of industry-specific dashboards.

Ideas:
6. Healthcare: Patient Wait Time & Bed Utilization Dashboard
7. Finance: P&L Report and Revenue Forecasting
8. Retail: Inventory Management & Stock Alerts
9. HR: Attrition Analysis with Predictive Insights
10. Manufacturing: Production Line Efficiency & Defect Tracker

📥 Resources (Free & Paid)


Resource
Platform Link
Type

Courses Coursera, Udemy, edX Udemy - Advanced DAX


Resource
Platform Link
Type

Docs Official Docs Power BI Documentation

https://
Community Power BI Community
community.powerbi.com

DAX Studio, Tabular


Tools DAX Studio, Tabular Editor
Editor

Would you like:

7. 🧾 PDF Notes for this Roadmap


8. 📁 GitHub Template for Advanced Projects
9. 📊 Practice Datasets
10. 💡 JSON Theme for Advanced Dashboards (TSmartAI
Pink/Lavender)
11. 📄 Sample Resume + GitHub Portfolio Setup
Let me know and I’ll send everything in a neatly organized kit!

Here’s a complete Advanced–Proficient Level Roadmap for Power


BI, ideal for mastering the tool and showcasing your skills in real-world
business scenarios. It’s divided into five levels—this guide focuses on Level
4 & 5 (Advanced + Proficient):

✅ Power BI Advanced – Level 4 Roadmap


1. Advanced Data Modeling
28. Star vs Snowflake schema
29. Role-playing dimensions (e.g., multiple dates)
30. Aggregation tables
31. Incremental Refresh setup
32. Composite models (DirectQuery + Import)
33. Modeling Best Practices

2. Advanced DAX (Data Analysis Expressions)


26. Advanced time intelligence (YTD, QTD, MTD with slicers)
27. Variables and DAX Debugging
28. Context transition & row/context understanding
29. DAX performance tuning
30. Advanced calculated tables and measures
31. Parent-child hierarchies and PATH functions

3. Custom Visuals & Interactions


23. Importing and configuring marketplace visuals
24. R and Python visuals
25. Drillthrough, bookmarks, tooltip pages
26. Sync slicers across pages
27. Button-based navigation & dynamic formatting

4. Power Query – Advanced M Functions


 Using advanced M functions (List.Generate, Table.Buffer)
 Custom functions in M
 Parameterized queries
 Web scraping or API integration (e.g., JSON/REST API)
 Handling unstructured/semi-structured data

5. Advanced Charting & Storytelling


18. KPI indicators with dynamic thresholds
19. Dynamic titles and visual headers using DAX
20. Infographics, small multiples, decomposition tree
21. Page Navigation & Report storytelling
22. Design psychology & layout best practices

✅ Power BI Proficient – Level 5 Roadmap


1. Power BI Service – Expert Features
 Row-level security with AD groups
 Deployment pipelines (Dev → Test → Prod)
 Dataflows & shared datasets
 Paginated reports (Report Builder)
 XMLA endpoint, ALM Toolkit integration

2. Performance Optimization
21. Measure optimization with DAX Studio
22. Performance Analyzer
23. Reduce dataset size using aggregations
24. Best practices in visuals for faster loading
25. Composite models with DirectQuery + Import

3. Advanced Administration & Governance


14. Tenant settings & usage metrics
15. Audit logs and monitoring
16. Workspace roles and lifecycle
17. Power BI REST API usage
18. Security Compliance (GDPR, Audit logs)

4. Integration & Automation


16. Power Automate flows (e.g., alert-based triggers)
17. PowerApps + Power BI embedding
18. Exporting reports via APIs
19. Embedding Power BI in web apps
20. Azure Synapse + Power BI integration

5. Real-World Capstone Projects


11. Enterprise sales dashboard
12. Financial forecasting model
13. Real-time IoT Dashboard (using streaming dataset)
14. HR analytics portal with RLS and dynamic KPIs
15. Building a Power BI Center of Excellence (CoE)

🎓 Output & Portfolio for Proficiency


12. LinkedIn/GitHub: Post 5 high-quality dashboards
13. Power BI Showcase: Use a Notion/Google Site to embed your
dashboards
14. Certifications: Aim for PL-300 (Power BI Data Analyst
Associate)
15. Freelance: Try solving Power BI gigs from Upwork/Fiverr
16. Interview Readiness: Practice DAX + visualization + real-time
case studies

Would you like:

7. ✅ A downloadable PDF version


8. ✅ Real datasets to practice Advanced Power BI
9. ✅ Notion Template to track this Advanced roadmap
10. ✅ GitHub project structure & JSON Themes
11. ✅ Dashboard ideas for portfolio
Let me know which ones you'd like.

Here's an Advanced-Level Power BI Roadmap that builds upon the


foundational and intermediate skills and prepares you for pro-level
dashboards, enterprise solutions, DAX mastery, performance
optimization, AI integration, and real-time analytics .

🌟 Advanced Power BI Roadmap (Proficient Level)

✅ 1. Advanced Data Modeling


34. Star & Snowflake Schema Design
35. Fact & Dimension Tables
36. Role-Playing Dimensions
37. Many-to-Many Relationships
38. Calculation Groups (Tabular Editor)

✅ 2. Mastering DAX (Data Analysis Expressions)


32. Context Transition (Row vs Filter Context)
33. Advanced DAX Patterns (e.g., Time Intelligence, Ranking, Rolling
Averages)
34. Variables & Optimized DAX
35. Iterator Functions (SUMX, AVERAGEX, etc.)
36. CALCULATE, ALL, REMOVEFILTERS, FILTER
37. Performance Optimization with DAX Studio

✅ 3. Performance Optimization
28. DAX Query Optimization
29. Using DAX Studio & VertiPaq Analyzer
30. Model Size Reduction
31. Aggregation Tables
32. Incremental Refresh & Partitions
33. Query Diagnostics & Performance Analyzer
✅ 4. Advanced Power Query (M Language)
 Custom Functions in M
 Parameterized Queries
 Complex Data Transformations
 Folder Queries & Dynamic Source Paths
 Handling API data in Power Query

✅ 5. Advanced Visualizations & UX Design


23. Custom Visuals (KPI, Chiclet Slicer, Sankey, Radar, etc.)
24. Drillthrough, Bookmarks, Tooltips
25. Field Parameters (2023+)
26. Dynamic Titles & Measures
27. UI/UX Best Practices
28. Dark Mode / Branded Dashboards

✅ 6. Row-Level and Object-Level Security


 Dynamic Row-Level Security (RLS)
 RLS using USERNAME() and LOOKUP
 Object-Level Security (OLS)
 Testing RLS in Power BI Service

✅ 7. Power BI Service & Deployment


26. Workspace Management (Dev/Test/Prod)
27. App Creation and Distribution
28. Dataflows vs Datasets
29. Shared Datasets and Certified Datasets
30. Deployment Pipelines (CI/CD)

✅ 8. Real-Time & Paginated Reports


19. Real-Time Dashboards (Streaming Datasets, PubNub, Azure
Stream)
20. Paginated Reports (Report Builder)
21. Power BI Report Server (on-prem)
✅ 9. Integration & Automation
21. Power Automate Integration
22. Power BI REST API
23. Embedding Power BI in Web Apps
24. Using Python & R Scripts in Power BI
25. Integration with Azure (Synapse, Data Factory, Logic Apps)

✅ 10. Governance, Compliance & Best Practices


16. Power BI Tenant Settings
17. Usage Metrics Reports
18. Audit Logs
19. Data Lineage & Impact Analysis
20. Center of Excellence (CoE) practices

✅ 11. Certification & Enterprise-Level Readiness


17. Microsoft PL-300 (DA-100) [Advanced DAX and Power Query
covered]
18. PL-500 (Power Platform Advanced Scenarios)
19. Power BI Superuser or Power BI Admin role
20. Resume / Portfolio Building Projects

📁 Extras for Your Learning Kit


Let me know if you'd like:

12. 📚 Advanced PDF Notes


13. 🧠 Practice DAX Challenges
14. 📂 Real-world Datasets
15. 🎯 Interview Questions
16. 🎨 JSON Themes for Dashboard Branding
17. ✅ Notion Tracker Template
18. 🧩 GitHub Project Structure for Power BI

Would you like this roadmap converted into:

9. PDF format
10. Notion Template
11. Trello Board
12. Or a visual Roadmap image?
Let me know how you'd like to proceed!

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