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Power BI – Intermediate Level

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Training process

Training needs analysis

If you have specific requirements regarding the training programme, we will carry out a training needs analysis for you. This will guide us on which aspects of the programme should receive greater emphasis, so that the training programme meets your specific needs.

What will you gain?

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Efficient data import - You will learn how to pull data from Excel files, PDFs, and databases, so you can build repeatable report refresh processes without copying information manually from source files.

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Automatic file consolidation - You will master combining data from multiple worksheets and XLSX files automatically, making it easier to create one consistent dataset even when your sources change on a regular basis.

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Better data preparation - You will learn how to clean and transform data, work with dates, time, text, and numbers, and make sure your analysis is accurate, clear, and ready for reliable reporting.

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More with Power Query - You will explore parameters and the basics of M language, which will help you build more flexible queries, manage data sources more easily, and reduce manual report adjustments.

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Reliable data modeling - You will understand how to build a data model, define relationships between tables, and use hierarchies, so your reports stay consistent and answer business questions more effectively.

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Practical DAX skills - You will create calculated columns and measures and use DAX functions such as CALCULATE, FILTER, RELATED, and SUMX to build metrics that match real business reporting needs.

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Clear interactive reports - You will build reports with filters, slicers, maps, and average, minimum, and maximum analysis, so you can present data in a way that is intuitive and useful for end users.

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Collaboration in Power BI Service - You will learn how to share reports, assign access rights, and work in the browser, making it easier to bring your analysis into everyday teamwork and stakeholder communication.

Training programme

1. Introduction to Power BI

Power BI is introduced through the overall workflow that links data sources, preparation, modeling, and reporting. The section establishes how work is organized in the environment and clarifies the structure of reports and datasets before more advanced transformations are added.

2. Importing data with Power Query

Import processes in Power Query are built around repeated sources, changing file locations, and heterogeneous formats. Participants retrieve data from Excel folders, PDF files, and databases, automate consolidation across worksheets in XLSX files, and replace data sources when needed.

  • from folders with Excel files, PDF,
  • automation of combining data from all worksheets from XLSX files,
  • retrieving data from databases,
  • replacing data sources.

3. Data correction

Preparing usable data frequently involves correcting values before they reach the model. The work here includes date and time calculations, text transformations, and numeric functions, with an emphasis on shaping fields into forms suitable for later analysis and reporting.

  • calculations for date and time,
  • working with text, numeric functions, etc.

4. Operations on data

Business rules often need to be translated into conditional logic before data can be modeled correctly. This part uses If, And, Or, and Switch functions, then moves to merging and appending queries so information from separate datasets can be combined properly.

  • using the logical functions If, And, Or, Switch,
  • merging and appending queries.

5. Power Query

Using parameters in Power Query makes transformations easier to control when sources or processing rules need to change. The section also introduces the M language, showing how query logic is expressed and how generated code can be understood at a basic level.

  • working with parameters,
  • introduction to the M language.

6. Data analysis

A reliable analysis model starts with relationships between tables and a structure that supports consistent filtering. Here the focus is on the data model itself, creating table relationships, and building hierarchies that make navigation and aggregation more coherent.

  • discussion of the data model and creating relationships between tables,
  • hierarchies.

7. Calculations

Calculated columns and measures serve different roles in a Power BI model, and choosing the right one affects both analysis and report behavior. The section explains how each approach works and when calculations should be stored in the model versus evaluated dynamically.

  • calculated columns,
  • calculated measures.

8. Discussion of selected functions of the DAX language

Controlling calculation context in DAX requires combining core functions with a clear measure logic. This part focuses on CALCULATE, FILTER, variables, RELATED and RELATEDTABLE, as well as iterator functions such as SUMX, AVERAGEX, RANKX, VALUES, and ALL.

  • Calculate and Filter,
  • variables,
  • Related. Relatatedtable,
  • Sumx, Averagex etc.,
  • RanX, Values, All etc.

9. Data visualization

Interactive reporting depends on well-configured filters, slicers, and analytical elements embedded in visuals. Participants work with map-based presentations, show average, minimum, and maximum values on charts, and build what-if scenarios supported by parameter tables.

  • defining filters for the presented data,
  • slicers,
  • visualization of geographical data on the map,
  • analyses – displaying the average, max, min values on the chart,
  • what-if analysis,
  • parameter table.

10. Working in a group – Power BI service

Power BI Service is used here as the collaborative layer for working with reports in the browser. The section covers publishing and sharing content, assigning access permissions, and organizing dashboards so teams can consume and manage reports without returning to Desktop.

  • interface and working from the browser level,
  • sharing reports,
  • granting access rights,
  • dashboards.

What are the prerequisites for participating in the training?

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Power BI basics - You should already move confidently around Power BI Desktop, load simple data, and create basic visuals, so you can focus on intermediate topics instead of the absolute basics.

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Working with tabular data - You should understand tables, columns, and rows and be able to work with data in Excel or a similar tool, because the course assumes conscious data preparation and analysis.

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Basic data analysis - You should be able to interpret basic metrics, filter data, and understand simple relationships in reports, so you can move more smoothly into modeling and calculations in Power BI.

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Readiness for hands-on work - You should be ready to complete exercises on your computer and test different solution variants on your own, because the training is strongly based on practical data work.