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Microsoft Power BI – using Power BI for data analysis and data operations, as well as producing dashboards and reports

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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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Confident Power BI use - You will quickly get comfortable with the Power BI Desktop interface, ribbon, and quick access tools, so you can build analyses and reports faster and with less hesitation.

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Connecting multiple data sources - You will learn how to import data from files and databases and use Excel spreadsheets as a source, so you can create reports based on current, well-structured information.

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Better data preparation - You will work with data tables and file formats in a practical way, helping you organize information faster, reduce common errors, and prepare data for reliable analysis.

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Clear business analysis - You will present data through clear visuals that make it easier to spot trends, compare results, and support business decisions with numbers your audience can understand quickly.

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Building dashboards - You will create dashboards on your own and configure their elements so viewers can read key indicators at a glance and respond faster to alerts shown on the dashboard.

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Publishing and sharing reports - You will master publishing reports in Power BI Service, sharing them with other users, and working with cloud-based data, making analysis distribution much easier in your company.

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Workspace collaboration - You will learn how to create workspaces, assign roles, and manage access, so you can organize team collaboration around reports, comments, and shared analytical content more effectively.

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Secure service integration - You will understand how to connect Power BI with Office 365 and ERP systems while taking data protection into account, so you can implement analytics in a practical, secure way.

Training programme

1. Introduction to the program

  • user interface,
  • Ribbon tool,
  • Quick Access Toolbar,
  • databases.

2. Introduction to business analysis

  • business analysis,
  • graphical presentation of data,
  • tables with data.

3. Retrieving data from external sources

  • importing data,
  • file formats.

4. Working with data

  • using MS Excel files as a data source,
  • using databases,
  • data visualization.

5. Dashboards

  • creating dashboards,
  • working with the interface,
  • sharing the presented data,
  • alerts in the dashboard.

6. Data modeling in PowerBI Desktop

7. Power BI Service

  • publishing reports,
  • sharing reports with other users,
  • storing data in the cloud thanks to the Microsoft Azure service.

8. Application workspaces

  • adding a workspace,
  • granting access,
  • division of roles,
  • membership management,
  • team comments,
  • content subscriptions.

9. Processing large datasets in the cloud

10. Project management

11. Service integration

  • connecting the application with Office 365,
  • linking services with ERP systems.

12. Data protection

14. Power BI Embedded

15. Summary of acquired knowledge

What are the prerequisites for participating in the training?

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Basic computer skills - You should be comfortable using Windows, opening programs, working with files and folders, and saving documents so you can focus on learning Power BI itself.

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Working with spreadsheets - You should know the basics of Excel, especially opening spreadsheets, reading tables, and moving through data, because spreadsheets will be used as analysis sources.

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Understanding tables and data - You should understand rows, columns, and headers and be able to read a simple data table, so importing, analyzing, and visualizing information will be easier for you.

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Basic business awareness - You should be able to interpret simple business metrics and results so you can build meaningful visualizations, dashboards, and reports that support everyday work.