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Become familiar with fundamental terminology and concepts, and learn how to navigate the Power BI environment.

1. Review the to master core terms and concepts.
2. Learn how to  to locate workspaces, apps, and dashboards.
3. Practice: Log in to and explore the interface.
4. Switching from Tableau? Review our Tableau to Power BI Comparison [PDF].

Learn how to connect Power BI to various data sources safely and efficiently.

1. Know where to prepare your data to guarantee better report performance, scalability, and maintainability.
2. Understand the difference between Import and Direct Query.
3. Connect to our Snowflake enterprise data lake. 
4. Practice: Connect to a Snowflake schema and perform basic data cleanup in Power Query before loading.
5. (Optional) Connect to an . Note: Snowflake is the preferred data source.

Transform raw data into compelling visuals and leverage.

1. Review the  tutorial to learn how to develop charts, maps, and graphs.
2. (Pro Licenses) . 
3. Use the . 
4. Ensure your report meets the guidelines outlined in the documentation and adheres to the CMU Brand Design Guidelines.
5. Practice: Build a single-page report that includes at least three distinct visual types (e.g., a bar chart, a trendline graph and a KPI card).

Share reports securely with internal or external stakeholders while adhering to university data governance policies.

1. Understand your workspace roles by reviewing the Workspace Setup guidelines. 
2. Review sharing protocols: use for internal teams, and understand the strict parameters of using  for external audiences.
3. (Optional) Learn how to manage your content lifecycle .
4. Practice: if you don’t already have one. Practice publishing your completed report to a test app.