Power BI Intermediate Masterclass

Advanced DAX, Data Modelling and Interactive Visualisations for Impactful Business Intelligence

Platform:

Online

In-class

Revised and Updated: 22 October 2026

Date	Venue	Duration
07 - 09 December 2026	Sandton, Gauteng	3 Days
22 - 24 February 2027	Sandton, Gauteng	3 Days
28 - 30 April 2027	Pretoria, Gauteng	3 Days
21 - 23 June 2027	Cape Town, Western Cape	3 Days
11- 13 August 2027	Sandton, Gauteng	3 Days

Course Introduction

Power BI is a business analytics tool developed by Microsoft that enables users to visualise and analyse their data in a meaningful way. It provides a comprehensive set of features for transforming raw data into insightful and interactive reports and dashboards.

The Power BI Intermediate Masterclass is designed for individuals who have a solid understanding of basic Power BI concepts and are ready to explore more advanced features to create sophisticated, insightful, and interactive reports and dashboards. Participants will gain the skills needed to tackle complex data scenarios and deliver impactful business intelligence solutions.

Prerequisites

Designed for Windows users, not Apple Mac
A basic understanding of working with data in Excel and PivotTables
A basic understanding of data analysis is a plus but not required
Microsoft Excel 2016, Excel 2019, or Excel 365

Course Objectives

By the end of this Power BI Intermediate Masterclass, participants will be able to:

Design visually appealing, well-structured dashboards and reports
Connect to and integrate data from multiple sources, including databases, cloud services, the web, and Excel files
Apply advanced Power Query techniques for data shaping, transformation, and troubleshooting
Build robust data models using relationships, and star and snowflake schemas
Create calculated columns, measures, calculated tables, and hierarchies using DAX
Build complex, interactive visualisations using slicers, filters, bookmarks, and custom visuals
Implement static and dynamic row-level security for data access control
Use Power BI’s data analysis and AI-assisted features, including forecasting, anomaly detection, and smart narratives
Publish, share, and collaborate on reports and dashboards using Power BI Service
Understand how AI tools, including Copilot and ChatGPT, are being used alongside Power BI

Who should attend?

This intermediate Power BI course is designed for individuals who have already acquired basic skills in Power BI or have some prior experience with the tool. Groups who would benefit include:

Business Analysts: Who want to enhance their data analysis and reporting skills using Power BI for more advanced and insightful reports.
Data Analysts: Who have basic Power BI skills and want to deepen their knowledge of data modelling, advanced visualisations, and DAX functions.
BI Developers: Business Intelligence developers seeking to improve their proficiency in Power BI, including data modelling, DAX scripting, and advanced report design.
Excel Users: Who want to transition from traditional spreadsheet-based analysis to more powerful and scalable data visualisation and analytics using Power BI.
IT Professionals: Involved in data management, data integration, and reporting who want to leverage Power BI for more advanced and dynamic reporting solutions.
Data Scientists: Looking to broaden their skill set by incorporating Power BI into their workflow for creating compelling and interactive data visualisations.
Managers and Decision-Makers: Who want to gain a deeper understanding of their business data and make data-driven decisions using Power BI.
Anyone Involved in Reporting and Analytics: Professionals in various industries involved in reporting, analytics, and data-driven decision-making who want to take their skills to the next level with Power BI.

Training Methodology

Our diverse instructional approaches ensure effective learning:

– Lectures & Presentations: Engage with expert-driven, stimulating content.
– Course Material: Access well-crafted supporting resources.
– Group Work: Collaborate on discussions and case studies for practical insights.
– Workshops & Role-Play: Participate in immersive, scenario-based activities.
– Practical Application: Focus on applying theoretical knowledge in real situations.
– Post-Training Support: Receive extensive support after training for skill implementation.

Training Outline

Day 1 — Report Design, Data Sources and Data Modelling

Dashboard and Report Design

Design principles for creating visually appealing and user-friendly dashboards
Best practices for organising and structuring reports

Data Sources and Integration

Connecting to a variety of data sources, including databases, cloud services, and Excel files:
- Get data from Folder
- Get data from Folder with multiple sheets
- Get data from Web
- Get data from SQL Server
- Selecting a storage mode
- Direct Query mode
- Using SQL statements
- Composite models

Data Transformation and Modelling

Advanced data shaping and transformation techniques using Power Query:
- Handling changes to source data
- Power Query navigation shortcuts
- Finding and correcting errors
- Query dependencies, duplicating or referencing a query
- Best practice
Advanced transformations:
- Sorting data at multiple levels
- What to watch out for when merging columns
- What to watch out for when transforming numbers
- What to watch out for when changing types and removing columns
- Columns from examples
- Allocating data to groups
- Custom columns
- Invoking custom functions
- Pivot, unpivot, and overcoming errors
Date and time transformations:
- Date and time tools
- Changing date type with Locale
- Time calculations
Understanding and implementing data model relationships:
- Creating concatenated relationships
- Active vs. inactive relationships
- Star and snowflake schemas
Creating calculated columns and measures using DAX (Data Analysis Expressions)

Day 2 — Advanced Visualisation, Security and Insights

Advanced Data Visualisation

Building complex and interactive visualisations:
- New Cards
- Panels
- Buttons and Actions
Effective use of slicers, filters, and drill-through options:
- Drill-throughs, filters, and buttons
- Sync Slicers and new Slicers
- TopN filters
Customising visuals using formatting options:
- Using themes
- Custom visuals

Advanced Power BI Features

Utilising advanced features like bookmarks, tooltips, and dynamic visuals:
- Page and Bookmarks Navigators
Implementing row-level security for data access control:
- Static row-level security
- Dynamic row-level security

Data Analysis and Insights

Exploring and analysing data trends and patterns:
- Forecasting data
- Using Anomaly Detection and Smart Narratives
Creating calculated tables and hierarchies:
- Hierarchy shortcuts
- Creating Groups and Bins hierarchies

Advanced DAX Functions (Part 1)

Understanding and using more advanced DAX functions:
- Naming conventions
- Understanding DAX
- Principles of DAX
- Combining DAX
- Variables
- Relationships
- Ranking
- Conditional formatting

Day 3 — Advanced DAX, Power BI Service and AI

Advanced DAX Functions (Part 2)

Working with iterators, time intelligence, and statistical functions:
- DAX – TEXT functions
- DAX – TABLE functions
- DAX – CALCULATE functions
- DAX – TIME INTELLIGENCE functions

Power BI Service and Collaboration

Publishing reports to the Power BI Service:
- My Workspace and App Workspaces
- Editing in Power BI Service
Creating and sharing dashboards:
- Creating a dashboard
- Pinning visuals
Collaborating with other users and setting up workspaces:
- Collaboration and sharing
- Publishing an app
Handling data refresh and maintaining data integrity

Power BI and AI

Introduction to analysing data with AI tools such as Copilot and ChatGPT
Current Issue Discussion: As generative AI tools become embedded in everyday BI workflows, participants will discuss practical use cases for AI-assisted analysis in Power BI, alongside the importance of reviewing and verifying AI-generated insights before acting on them

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FAQs –Power BI Intermediate Masterclass

Master Power BI at an intermediate level, learning advanced DAX calculations, relational data modeling, custom visualization techniques, and automated dataset refreshing for optimized business reporting.

What is covered in the Power BI Intermediate Masterclass Training?

The course covers advanced Power Query transformations, star-schema data modeling, intermediate DAX calculations (CALCULATE, time intelligence functions, filter context), custom report interactions, dynamic parameters, and Row-Level Security (RLS).

Who should attend the Power BI Intermediate Masterclass?

This masterclass is designed for business analysts, finance personnel, data specialists, and reporting professionals who have foundational Power BI knowledge and want to deepen their skills in complex data modeling and custom DAX logic.

How does the course address relational data modeling and Star Schema design?

Participants learn best practices for constructing efficient dimensional models, establishing fact and dimension tables, managing active versus inactive relationships, and optimizing model performance for large datasets.

Will participants learn intermediate to advanced DAX calculations?

Yes. The training focuses heavily on writing DAX formulas for time intelligence (YTD, growth comparisons), evaluating row and filter context, using CALCULATE effectively, and creating dynamic measures for executive dashboards.

Does the program cover security and deployment in Power BI Service?

Yes. Attendees learn to configure Row-Level Security (RLS) to restrict data access based on user roles, set up scheduled data refreshes, and publish and share secure reports within workspace environments.

Why is upgrading to intermediate Power BI skills essential for analysts?

Moving beyond basic visualization enables analysts to automate complex business logic, handle complex multi-source data relationships accurately, and deliver self-service analytics that scale with business needs.

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Power BI Intermediate Masterclass

Advanced DAX, Data Modelling and Interactive Visualisations for Impactful Business Intelligence

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