You do not know where to start
We begin with the basics: what Power BI is, how it is put together, and the difference between the free and Pro licences and between Desktop and the online service.
Microsoft Power BI
An Introduction to Power BI
A practical, step-by-step introduction to Power BI. Connect to your data, shape it, build interactive reports and share them in a single day.
£650at your premises, up to 10 delegates
Up to 6: £600 | Up to 3: £550
£600live online, up to 10 delegates
Up to 6: £550 | Up to 3: £500
1 day, per session, not per person. Smaller teams pay less. With a full group that is as little as £65 a person in person, or £60 online.
Problems this course fixes
Your data lives in lots of different files
Connect to data stored in SharePoint, then use Power Query to clean, filter and combine it.
Your reports are rebuilt every month
Build a data model once, and your reports stay linked to the data.
You need numbers that Excel makes awkward
An introduction to DAX: create measures and calculated columns to calculate what your business needs.
Your reports do not tell a story
Choose the right visualisation, format your report clearly and build a dashboard people can explore.
Reports are out of date as soon as you send them
Publish to the Power BI service and set up automatic refresh, so your dashboards update on their own.
What you will learn
You work through a complete reporting project, from connecting to data stored in SharePoint to publishing a dashboard that refreshes by itself.
Getting started
- The benefits and architecture of Power BI
- Free and Pro licences
- The online service and the desktop application
- Setting up SharePoint as a data source
Transforming data
- Getting started with Power Query
- Applied steps
- Cleansing data and loading it into the data model
- Adding more data to your data model
Data models and relationships
- The star schema
- Types of cardinality
- Why relationships matter to your reports
Shaping data
- Introducing measures
- Further DAX measures
- Working with calculated columns
Creating reports
- Types of visualisation
- Building meaningful reports
- Formatting your report
Sharing and updating
- Creating a dashboard
- Publishing reports and sharing dashboards
- Automatic refresh from SharePoint
How the day works
1 daytaught live by me, from start to finish
Up to 10delegates in the room or on screen
Your venueat your business in Nottingham, Derby, Leicester and Loughborough, or live online
Taught by me, Rachel
After 20 years in the workplace and 12 years teaching, I know what people actually need from Excel and Power BI.
Who it is for: People with little or no experience of Power BI who want to turn their data into reports and dashboards that people can explore.
What you need: Power BI Desktop (free from Microsoft) on each computer. A free Power BI licence is enough to take the training. Get in touch if you have any questions about licences.
Before the course: your checklist
A few minutes of preparation means we spend the whole day learning. Tick things off as you go.
Organiser and IT
Each delegate
What delegates said
First course in a long time that I have gone away having actually learned something. The tutor was great, knowledgeable and very engaging.
The practical exercises, which you work through so that you get a visual look at what you are learning rather than just reading a document.
Getting my head around using Power BI. It's not as difficult as I thought!
Keep going
Further Power BI
Further Power BI adds advanced transformations, interactive report design and row-level security.
Ready for more? See the courseSave with a bundle
The Complete Power BI Package is £1,275 in person or £1,190 online. All five Excel and Power BI courses together are £2,700 in person or £2,500 online. See all prices