Requirements Gathering Mini Course

Dive into the world of Power BI, not just as a data enthusiast but as a storyteller!

14 lessons

personalized feedback

2.5 hours of content

$147.00

Full Payment (Regular price: $297)

1. Welcome to the Power BI Report Design Bootcamp!

❖ Hi From Mara & Introduction to the Bootcamp ❖ Intro to Report Design: Why You Should Care
2. Case Study Intro

❖ Case Study Overview
3. Requirements Gathering

❖ Intro ❖ Determine Business Goals and Pain Points ❖ Identify Your Audience and Report Type ❖ Define UI Requirements ❖ Requirements Gathering Framework
4. User Journeys

❖ Intro ❖ Understanding User Journeys ❖ Building User Journeys ❖ User Journey Framework
5. Requirements Gathering Framework (BONUS)

❖ Requirements Gathering Framework - Review ❖ Use Case - Requirements Gathering using the framework ❖ Use Case - User Journeys using the framework
6. Principles of Report Design

❖ Intro ❖ Brand Identity ❖ Define your branding ❖ Design patterns and layouts ❖ Gestalt Principles
7. Principles of UX for Report Design

❖ Intro ❖ Workflows (User Journeys) ❖ Information Architecture ❖ Structure and Navigation ❖ Chart Selection ❖ Interaction Design ❖ The laws of UX Design
8. Power BI Report Design Tech Stack Review - Part 1

❖ Intro ❖ NEW - On Object Interaction ❖ Color themes and canvas formatting ❖ Conditional formatting ❖ Chart formatting ❖ Chart subtitles - The tricks ❖ Error Bars ❖ Forecasting and anomaly detection ❖ Drill down options ❖ Visual interactions ❖ Slicers and filter pane
8. Power BI Report Design Tech Stack Review - Part 2

❖ Aligning visuals and bring back/forward options ❖ Chart/visual effects ❖ Grouping and binning ❖ Parameters ❖ Drill throughs ❖ Buttons ❖ Bookmarks + Selection Pane + Buttons ❖ Bookmarks + Selection Pane + Buttons - The tricks ❖ Updating bookmarks ❖ Tooltips
9. Layout Design

❖ Intro to report design with Figma ❖ Building report designs and layouts with Figma
10. Use Case - Designing For Action

❖ Intro ❖ Chart selection ❖ Action design ❖ Chart formatting
11. Use Case - Designing for Interaction

❖ Intro ❖ Branding and layout ❖ Visual formatting ❖ Interaction design ❖ The final report
12. Mobile View

❖ Intro ❖ Working with the mobile view
13. AI Visuals in Power BI

❖ Intro ❖ Key Influencers ❖ Decomposition Tree ❖ Smart Narratives ❖ Q&A Visual
14. Final Design Verification (BONUS)

❖ Report Design Checklist
15. Using AI for Report Design (BONUS)

❖ Intro ❖ Using Midjourney for report design ❖ ChatGPT - why you should use it
16. Performance considerations for report design

❖ Performance considerations for report design ❖ Troubleshooting visual performance issues
17. Report Templates (BONUS)

❖ Template 1 ❖ Template 2 ❖ Template 3 ❖ Template 4 ❖ Template 5 ❖ Template 6 ❖ Template 7 ❖ Template 8 ❖ Template 9 ❖ Template 10 ❖ Figma components for Power BI Design
18. EXTREME MAKEOVER CHALLENGE

❖ Extreme makeover: A Power BI Report Design Challenge ❖ Use Case 1 - Supply Chain Analytics ❖ Use Case 2 - Emergency Room Analytics ❖ Use Case 3 - Insurance Analytics ❖ Use Case 4 - Fintech Analytics ❖ Use Case 5 - Airline Passenger Satisfaction Analytics
19. MASTERCLASSES

❖ Building your Power BI Portfolio ❖ Building your brand ❖ Monetizing your skills
20. Conclusion

❖ What's next? ❖ Share your feedback

Course Content

The missing piece of the puzzle that no one talks about: User Journeys!

Dive into the world of Power BI, not just as a data enthusiast but as a storyteller! What if the key to crafting mesmerizing reports lies in understanding the adventures your users embark upon? That's right, we're talking about User Journeys.

Deep Dive Alert:

🎯 Determine Business Goals: It's like finding the North Star for your reporting solution. Know where you're headed and why!

🖌️ Define UI Requirements: There's a line between a Picasso masterpiece and a playful scribble. Let's design with distinction!

🚀 Building Effective Journeys: Crafting a path that's clear, intuitive, and actionable. No more detours!

👥 Identify Your Audience: Ever tried chatting quantum physics with a toddler? Knowing your audience makes all the difference.

🌐 Understanding User Journeys: It's like getting inside the mind of your audience. Know what they want, even before they do!

🔍 User Journeys Framework: A step-by-step guide to ensure every reporting project is a smooth ride.

All About the User

Think of it like a novel. Every user has a story, a quest. By tuning into their journey, you create reports that resonate and captivate.

Simplicity is Golden

With Power BI, the sky's the limit. But by focusing on user journeys, you present what truly matters in your report, avoiding information overload.

Building Connections

When users see their journey reflected in the data, it's not just a report. It's an experience they want to come back to.

📊Embark on an Advanced Learning Journey

Dive into the Requirements Gathering mini course and gain an in-depth understanding of user journeys.

Equip yourself with strategies to precisely align with your audience, meticulously craft their narratives, and design Power BI reports that offer both clarity and profound insights.

Whether you're just beginning your journey or you're an established data professional, this course will provide you with the knowledge to seamlessly integrate user journeys into your analytic endeavors.

Mara Pereira,
Power BI Architect

Hi, I am Mara, and I am the founder of Data Pears and creator of the course Power BI Report Design Bootcamp. Since 2020, I’ve guided Power BI Developers going from building inefficient and poorly designed reports to building incredible solutions that transformed the way businesses generate insights and set their careers up for success. Today I can confidently tell you: Power BI Report Design is as essential as ever. Not only will it help you become recognized as a Power BI expert, but you’ll be able to do it without years of practice and even if you feel you lack creativity. You’ll finally be able to create reporting solutions that tell a story effectively, that are user friendly, that look good... reporting solutions that will wow your colleagues, your manager and recruiters!

What others have to say...

"I was thoroughly impressed with the first module of the course, Mara Pereira delivery of the material was clear and concise, making it effortless to comprehend and follow. As a result, I was able to acquire valuable insights on requirement gathering and user journeys, and I am confident that I can apply this knowledge in my upcoming Data Initiatives. I strongly recommend this course to anyone seeking to expand their knowledge in these areas. I am very satisfied with this course so far and can't wait to see what else it has in store!"

Pavans Padiyala