Overview
How This Course is Delivered
We specialise in hands-on, instructor-led training and offer two flexible delivery methods depending on your requirements.
- Interactive Virtual Classroom: Delivered live online via Microsoft Teams. These are small-group, collaborative sessions where participants can interact directly with our expert facilitators, share screens, and get real-time assistance.
- Bespoke In-House Training: The content can be tailored to your business requirements and the course is delivered face-to-face at your company site or a location of your choice. In this scenario, it is possible to use your organisation’s real datasets.
What You Need for Our Virtual Classrooms
To ensure the best possible remove learning experience, participants joining our live online sessions will need:
- A computer with stable internet access and Microsoft Teams installed
- A webcam, microphone, and headset for clear communication
- Recommended: A dual-monitor setup so you can view the facilitator’s screen while practicing the exercises simultaneously
Core Course Objectives
By the end of this live training, you will confidently master:
- Data Connectivity: Connecting to and importing data sources compatible with Power BI
- Data Shaping: Applying common query tasks to clean, filter, and shape complex datasets
- Visualizations: Exploring and building interactive charts, maps, tables and dashboards
- Reporting: Creating and publishing secure, automated reports for your organisation
Content
Module 1: Getting Started with Power BI Desktop
- Power BI Concepts and Overview
- Introduction to Main Features
- Imports
- Visualizations
- Filters and Queries
- Reports
Module 2: Connecting to Data Sources with Power BI Desktop
- Data Sources Power BI Desktop will connect to
- Data Types and Properties in Power BI Desktop
- Import and Enter Data
- Get Data and Query Editor
- Introducing the Query Editor
- Using the Query Editor to Connect to Data
- Combining Data Sources as a Mash Up
- Working with Relationships in Data
Module 3: Data Visualizations
- Overview of Data Visualizations
- Tables and Matrix Views
- Applying Conditional Formats
- Charts
- Interactive Data and Date Slicers
- Drill Visualizations to see underlying data
- Create Reusable Field Hierarchies
- Record Grouping and Binning in Visualizations
- Drill Visualizations with using Dates
- Clustering
- Analytics and Forecast Lines in Visualizations
- Creating Role Based Views
- Data Categories, Geo-Data and Maps
Module 4: Querying and Shaping the Data
- Common Activities using Query Editor
- Filters
- Transforms
- Pivot and Group By
- Creating Custom Calculated Columns
- Adding Conditional Columns
- Introduction to DAX Expressions
- Histograms
Module 5: Reports and Output Options
- Report Elements and Options
- Working with Pages
- Adding Graphics
- Visual and Filter Settings
- Export Power BI Data to CSV
- Create a Power BI Template
Have a question?
Let’s get this conversation started. Tell us a bit about your requirements and we’ll be in touch.
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Thank you so much for an excellent course! A very good and engaging instructor, he kept us all on track with building the content. He made things really clear by highlighting things on the screen with different colours, which was really helpful. Thanks also to Leonard for checking we were all up and running.
Aramar, March 2026
This two day course was fantastic. Whilst I have done some Power BI stuff before just the tips on organising like hiding workbooks and grouping all formulas into one folder was just a revelation!
Cumbria Fire and Rescue Services, January 2026
What you need to bring for these courses when delivered as a virtual classroom.
For virtual classroom courses, you will need:
- Computer with Internet Access
- Microphone and Headset
- Webcam
- Microsoft Teams
- A dual monitor setup is recommended for IT training