• Learn to build dynamic dashboards
• Master essential Power BI tools
• Turn complex data into insights
• No prior coding needed
• Delivered by experienced tutors in a small group setting

If you need to analyse large amounts of data from different places, share data with a lot of people, and create professional Power BI reports and dashboards, then this is the course for you.

Many people use Excel to analyse data, and this works well for simple data sets that can be represented by a single table with less than a million rows. Even then Excel doesn't make it easy to produce good-looking and easily shareable reports and dashboards.

Whether the data source is a spreadsheet, database or involves pulling data from several different files or systems, then Power BI will make your life easier. Building reports and dashboards from this data and subsequently sharing the results is exactly what it's designed to do.
 

• Data-driven decision making – Employees will be able to transform raw business data into clear, visual insights to support strategic planning and day-to-day operations.
• Greater efficiency and productivity – Staff will learn how to automate data processes, reducing time spent on manual reporting.
• Better reporting and collaboration – Teams can create and share dashboards that update automatically, ensuring stakeholders always have access to the latest information.
• Utilising existing data systems – By connecting Power BI to Excel, databases, CRMs, and cloud platforms, employees can make better use of the tools you already invest in.
• In-house analytics skills across departments – With employees equipped to create their own dashboards and reports, your organisation becomes less dependent on specialist analysts.

• Overview of Power BI - how Power BI Service and Power BI Desktop application work together, and when to use their features
• Dashboards - using the Power BI service to connect to data, and use natural language queries or quick insights to create dashboards
• Reports - creating reports with a visual interactions/filtering directly in the Power BI service. Enhancing dashboards with report content and annotations
• Sharing - options for sharing with a few people or collaborating among a group' and sharing organisation-wide
• Power BI Desktop - connect to and combine data by using queries (M language) and defining or modifying relationships between fields
• Calculated Columns - enrich the data model with calculated columns to improve slicing and data
• Measures - create calculations to summarise the data using DAX
• Publishing - publish information from Power BI Desktop to the Power BI Service and control access to that data

Course Introduction

• Power BI Concepts and Overview 
• Building blocks: Datasets, reports and dashboards
• Power BI Service vs Power BI Desktop

Power BI Service

• Overview
• Importing data
• Natural language queries (Q & A)
• Quick Insights
• Creating reports
• Pinning visuals to dashboards

Sharing and Collaboration

• Sharing dashboards and reports
• Printing and export to PDF and PowerPoint
• Group workspaces and files

Data Refresh

• Re-upload
• Refresh from OneDrive
• Personal data gateway and scheduled refresh

Power BI Desktop

• Screen layout and views
• Get data: Excel, CSV, SQL
• Connect and combine a folder of files
• Query editor window and renaming queries

Basic Transformations

• Duplicating a column
• Working with dates and times
• Add and split columns
• Re-order and delete columns
• Set data types

Editing Queries

• Query steps and editing
• Conditional columns
• Manual table and paste table
• Append and merge queries
• Query groups and dependencies

Additional Query Customisation

• Unpivot report data
• Query parameters and list queries
• Report templates

Data Relationships

• View existing
• Auto-detect and manually create
• Cross-filter direction

Data Modelling

• Calculating columns
• Hiding columns
• Default sort order
• Calculating measures
• Date hierarchies and custom hierarchies
• Include and exclude
• Group and binning data

Chart Visualisations

• Pie and tree map
• Bar and line combo
• Scatter and waterfall
• Maps and data categorisation
• Slicer and date slicer

Chart Options

• Chart colours
• Axis hierarchy/concatenation
• Filter (top n)
• Show categories with no data
• Focus mode/see data
• Visual interactions

Numeric Visualisations

• Gauge, card and KPI
• Table and matrix
• Default summary calculations

Report Design Elements

• Page layout
• Shapes, textboxes and images
• Snap to grid
• Visual position and alignment
• Duplicate report pages

Excel Upload and Download

• Upload Excel files
• Pinning Excel tables and charts
• Analyse data in Excel

Security (time allowing)

• Row-level security
• Creating and assigning roles

This course does not lead to a formal qualification or accreditation, but upon successful completion, you will receive a Certificate of Attendance from Jarrold Training.

This certificate demonstrates your commitment to professional development and confirms that you have completed a Power BI Introduction course  - a valuable asset for your CV and workplace skillset.

By the end of this course, you’ll be able to:

• Connect and clean data from multiple sources
• Build interactive reports and dashboards
• Share insights securely across your organisation
• Use Power BI Desktop and Power BI Service confidently

The course runs from 9:30am through to 4:30pm.

You will learn in a relaxed environment with a small group of people. A specialist tutor will guide and encourage you through all the learning necessary to develop your skills, and questions are always welcome.

Included with your course
We provide the following with online and training centre-delivered courses.

• Course notes
• Certificate of attendance
• 90 days post-course support

Online Delivery
A link to the online training platform will be sent before the course, simply click the link and follow the instructions.

• Microsoft Power BI Desktop needs to be installed on your computer
• See Virtual / Remote training information for more details
• Contact us if you'd like to test the platform before the morning of the course
• You can be located anywhere in the world with an internet connection and your computer

Our Training Centres
For training courses run at one of our training centres we include.

• Free onsite parking - directions for Norwich
• Lunch at a local restaurant or the training venue and refreshments all day
• Notepad, pen and Polos

We aim to provide you with an effective, high-quality learning experience to help you build confidence and practical skills in Power BI.

Your trainer will guide and support you throughout the training day, so please feel free to ask questions at any time - they’re always happy to help. Our friendly team is also on hand to ensure your learning experience is smooth and enjoyable from start to finish.

While there is no formal exam, the course includes plenty of hands-on exercises and revision opportunities to reinforce what you’ve learned. Additional support is available after the course, with 90 days of post-course help should you need it. Please contact us if you have any questions.
 

Who is this Power BI Introduction course suitable for?

This course is ideal for professionals who need to work with and analyse data from multiple sources. If you’re currently using Excel for reporting and want to move into more powerful, visual, and interactive data tools, Power BI is the next step. 

Do I need any experience to attend this course?

No prior Power BI experience is needed. However, familiarity with basic Excel concepts (such as tables, simple formulas, and charts) will help you get the most out of the course.

What software do I need for the course?

If you’re attending virtually, you’ll need to have Microsoft Power BI Desktop installed on your computer.