Course Overview
What You Will Learn
By the end of this course you will be able to connect to data sources, build interactive dashboards, and share insights confidently using Microsoft Power BI.
Navigate the Power BI Desktop interface confidently
Connect to Excel, CSV and other common data sources
Clean and transform data using basic Power Query
Create bar charts, tables, cards, maps and more
Build interactive reports with filters and slicers
Publish reports to the Power BI service
Share dashboards with colleagues
Refresh data and keep reports up to date
Curriculum
Course Content
1
Getting Started with Power BI
- What Power BI is and how it fits into Microsoft 365
- The Power BI Desktop interface and views
- Connecting to Excel and CSV data sources
- Understanding the data model — tables and relationships
- The Report, Data and Model views
- Saving and publishing your first report
2
Building Visuals and Reports
- Bar charts, column charts and line charts
- Tables, matrices and card visuals
- Maps and filled maps for geographic data
- KPI and gauge visuals
- Formatting visuals for a professional finish
- Arranging visuals on the report canvas
3
Filters, Slicers and Interactivity
- Page filters, visual filters and report filters
- Adding slicers for interactive filtering
- Cross-filtering between visuals
- Drill-down in charts and hierarchies
- Bookmarks for saved views
- Tooltips and visual interactions
4
Publishing, Sharing and Refreshing
- Publishing from Power BI Desktop to the Service
- Navigating the Power BI web interface
- Creating and sharing dashboards
- Setting up scheduled data refresh
- Row-level security basics
- Mobile layout and the Power BI app
Next available: 12th May 2026
Ready to book your place?
From £395 +VAT • Max 10 delegates • Certificate included
Audience
Who Should Attend?
Excel Users Ready for the Next Step
Comfortable with Excel and wanting to create more powerful, visual reports
Analysts and Reporting Professionals
Spending too long creating manual reports and ready to automate them
Managers and Team Leaders
Needing clear, visual dashboards to monitor team and business performance
Anyone Working with Data
Who wants to present data more compellingly and share insights across their organisation
No prior Power BI experience is required. A working knowledge of Excel and data concepts is helpful.
This course starts from scratch and builds at a comfortable pace throughout the day.
Transformation
Before & After This Course
Before
- Spending hours building reports manually in Excel
- Sharing static spreadsheets that go out of date immediately
- Unable to create the visual dashboards your management team wants
After
- Building interactive visual reports in a fraction of the time
- Publishing dashboards that refresh automatically
- Sharing clear, compelling insights across your organisation
Questions & Answers
Frequently Asked Questions
Do I need any prior Power BI experience?
No prior experience is needed. No prior Power BI experience is needed. A working knowledge of Excel and data concepts is helpful but not essential.
What equipment do I need?
A PC or laptop with Power BI installed, a reliable internet connection, and a microphone and headphones. A webcam is optional but encouraged. Most modern laptops have everything needed.
Is a certificate awarded?
Yes. You will receive a Certificate of Achievement on completion of the course.
How many people are in each session?
Sessions are limited to a maximum of 10 delegates to ensure you receive personalised attention and can ask questions freely throughout the day.
When will I receive joining instructions?
Joining instructions including the Zoom or Teams link will be sent 7 days before your course date.
Can I transfer to a different date?
Yes — we are as flexible as possible. We will always do our best to transfer you to a different date at no extra charge if your circumstances change.
What is your cancellation policy?
We will always work with you to find an alternative date if needed. If that is not possible, we offer a full refund in accordance with our Refund Policy, available in the About Us section of our website.
Is in-house Power BI training available?
Yes. We offer tailored in-house Power BI training delivered via private virtual classroom for groups of 4 or more. Contact us for a quote.
