One-Day Power BI Tailored Introduction
£995.00
This one-day introduction course provides a practical overview of Power BI for new and aspiring users. Participants will learn how to import and reshape Excel data, build visualizations, create basic data models with DAX, and publish interactive dashboards. The agenda includes hands-on activities and best practices for working with real-world data.
Description
9:00 a.m. – 9:30 a.m.
Welcome participants, outline objectives, and discuss their past and planned usage of Power BI.
9:30 a.m. – 11:00 a.m.
Session 1: Importing and Reshaping Excel Data
Connecting to Excel: Tables vs. Named Ranges vs. Worksheets – why Excel Tables are more reliable and structured for reporting
Overview of Query Editor and applied steps
Fixing and future-proofing Excel data: Two rows of headers and merged cells
Promote headers, split, unpivot
Total rows and subtotals . when to remove vs. filter
Mixed data types in numeric/date columns
Column cleanup: renaming, changing case, replacing values
11:00 a.m. – 11:15 a.m.
Morning Break
11:15 a.m. – 1:00 p.m.
Session 2: Power BI Visualization Basics
Branding, themes, backgrounds
Using card visuals for aggregations (e.g. revenue, count)
Bar chart for categories
Table/matrix for detailed data
Slicer to filter by fields (e.g. region, date, product)
Sort, format, resize visuals
Customizing titles, labels, and handling text cutoffs
1:00 p.m. – 1:45 p.m.
Lunch Break
1:45 p.m. – 3:00 p.m.
Session 3: Data Modelling and Introduction to DAX
Power BI Relationships vs Excel VLOOKUP
Calculated columns vs. Measures: when to use each
DAX/Excel crossover knowledge of formulas
Hands-On Activity: Build a data model from multiple Excel sources and write a few basic measures then start building a dashboard.
3:00 p.m. – 3:15 p.m.
Afternoon Break
3:15 p.m. – 4:30 p.m.
Session 4: Building and Publishing a Dashboard
Controlling filters and interactivity (slicers, page filters, drill)
Showing KPIs target vs actual
Adding permanent filters to visuals for performance comparison
Showing location metrics using map visuals
Publishing a report to the Power BI service
Sharing a report with colleagues