Power BI training: from raw data to clear insights
Practical in-company training in which your team learns to connect data sources, transform data and turn it into interactive reports and dashboards. Directly applicable, aligned with your organisation and data sources.
The impact of Power BI in the workplace
Organisations that train their staff in Power BI save significantly on manual reporting and make better decisions faster based on data.
Choose the programme that fits your situation
Power BI consists of three separate environments, each with its own audience. Our training follows the track that matches how your team actually uses Power BI, so you do not spend time on functionality you will never need.
Power BI Service (web)
Read, analyse and share reports from the browser. No installation and no technical knowledge required.
- Navigating dashboards and reports
- Filtering, drill-down and exporting
- Using Copilot and Q&A
- Sharing and collaborating in the Service
Power BI Desktop
Build reports, model data and design interactive dashboards in the desktop application.
- Connecting and transforming data with Power Query
- Setting up a data model and relationships
- Designing visualisations and reports
- Writing DAX formulas and publishing
DAX in Excel (Power Pivot)
Write advanced calculations in Excel using Power Pivot. Powerful analyses without Power BI Desktop.
- Activating Power Pivot and setting up a data model
- Creating relationships between Excel tables
- Writing DAX measures: SUM, CALCULATE, RELATED
- Analyses with PivotTables from Power Pivot
Why choose this Power BI training?
No off-the-shelf content, but a training that matches the data and working methods of your organisation.
Directly applicable
You work with your own data during the training. No fictional examples, but reports you can use the very next day.
100% tailored
We map out your data sources, user levels and reporting needs during a preliminary conversation. The training is adapted accordingly.
Experienced Microsoft trainer
Over 15 years of experience in Microsoft training. Always up to date with the latest Power BI features including Copilot.
What do you learn per track?
Each programme covers a full training day and can be extended or combined. Select the track that matches your role and working environment.
Navigating Power BI Service
Get to know the web environment and work confidently with reports and dashboards from the browser.
- Difference between reports, dashboards and apps
- Navigating, using bookmarks and favourites
- Adjusting view and focus mode
- Power BI Desktop versus Service: when to use which?
Filtering, drill-down and exporting
Get more information from existing reports by filtering and analysing in a targeted way.
- Using slicers and the filter pane
- Applying drill-down and drill-through
- Understanding cross-filtering between visuals
- Exporting to Excel, PDF and PowerPoint
Asking questions with Copilot and Q&A
Ask questions in plain language and let Power BI visualise the answer directly.
- Using the Q&A feature for ad-hoc analyses
- Using Copilot for automatic summaries
- AI insights and smart detection
- Setting up a personalised view
Sharing and collaborating
Share reports with colleagues, subscribe to updates and collaborate in the Power BI environment.
- Sharing reports and dashboards via link or email
- Subscribing to reports and setting up email alerts
- Exploring workspaces and using apps
- Power BI on mobile: setting up and using the app
Retrieving and transforming data
Connect multiple data sources and prepare the data for analysis using Power Query.
- Connecting to Excel, SharePoint, SQL and APIs
- Cleaning, merging and restructuring data
- Creating parameters and reusable queries
- Monitoring and validating data quality
Setting up a data model and relationships
Build a reliable foundation for consistent and accurate reports.
- Star schema with dimension and fact tables
- Creating relationships and understanding cardinality
- Creating a date table for time-based analyses
- Calculated columns and basic measures
Building visualisations and reports
Design clear reports that are easy to read on any device.
- Choosing the right chart types for each analysis goal
- Applying corporate identity using themes
- Adding interactivity with slicers and drill-through
- Setting up mobile view
DAX formulas and publishing
Write your first calculations and share reports securely via Power BI Service.
- DAX basics: SUM, COUNT, CALCULATE, FILTER
- Measures versus calculated columns
- Time intelligence: YTD, previous period, growth
- Publishing to Power BI Service and setting permissions
Activating and exploring Power Pivot
Get to know Power Pivot and learn how to combine multiple Excel tables into a data model.
- Activating the Power Pivot add-in in Excel
- Importing data and navigating the data view
- Difference between Power Pivot and a regular PivotTable
- When to choose Power Pivot versus Power BI Desktop?
Setting up a data model in Excel
Link multiple tables and create a data model that serves as the foundation for your analyses.
- Creating relationships between tables in Power Pivot
- Understanding cardinality and filter direction
- Creating a date table for time-based analyses
- Setting and checking data types
Writing DAX formulas
Learn to use the DAX formula language for calculations that go beyond standard Excel functions.
- Calculated columns versus measures: the difference
- Basic functions: SUM, COUNT, AVERAGE, CALCULATE
- RELATED and FILTER for cross-table calculations
- Time intelligence: YTD, MTD, growth percentage
Analyses and PivotTables
Use your measures in PivotTables and build clear dashboards directly in Excel.
- Linking measures to PivotTables and PivotCharts
- Setting up KPI indicators in Power Pivot
- Connecting slicers to multiple PivotTables
- Dashboard layout in Excel: structure and presentation
Everything you need to know
Approach
The training combines short theory segments with extensive hands-on exercises in Power BI Desktop. We work with example data that matches your sector or, preferably, with your own data sources so you can use the results immediately.
Prior knowledge
Basic knowledge of Microsoft 365 is sufficient. Experience with Excel is an advantage as Power Query and data modelling use similar concepts, but it is not required. We will assess the level of participants during our preliminary conversation and adapt the programme accordingly.
Software and licences
Power BI Desktop is free to download and is used during the training. To publish and share reports within your organisation, a Power BI Pro licence is required. We are happy to advise you on licensing options.
Materials and follow-up
Each participant receives a comprehensive summary, reference cards with commonly used DAX functions and Power Query steps, and access to the training exercise files. You can always contact us with questions after the training.
Custom training and combinations
Would you like to combine Power BI with an Excel advanced or Microsoft 365 Copilot training? Or an in-depth session specifically for your finance team? We are happy to put together a programme that fits your needs.
From request to result
Every Power BI training is carefully prepared and tailored to your organisation and data sources.
Introduction
A brief conversation to understand your needs, the level of participants and the data sources used in your organisation. No obligation.
Tailored programme
We design a programme with exercises and examples that match your sector and the data your team works with every day.
Training delivery
Interactive, practical and focused on immediate results. Online or on-site. Participants build their first reports during the training.
Follow-up
Summary, exercise files and the option for a follow-up session. So that what was learned sticks and is applied straight away.
What participants say
"I finally understand how Power BI works. The combination of theory and hands-on practice with our own data made it tangible immediately. After the training I could maintain our monthly dashboard independently."
"A very practical training. The trainer took the time to understand our specific reporting needs and tailored the exercises accordingly. I learned more in one day than in months of trying things out on my own."
All about the Power BI training
The training is suitable for anyone who works with data and wants to turn insights into clear reports and dashboards. Think of HR professionals, controllers, managers, operations staff and data specialists. No technical background required.
Basic knowledge of Microsoft 365 is sufficient. Experience with Excel is an advantage as Power Query and data modelling use similar concepts, but it is not required. We will align the programme with the level of your participants during our preliminary conversation.
Power BI Desktop is free to download and is sufficient for the training. To publish and share reports within your organisation, a Power BI Pro licence is required. We are happy to advise you on the right licensing set-up.
The standard training lasts one day. For groups that include both basic users and analysts, or for an in-depth look at DAX and data modelling, a two-day training is also possible. We will align the duration with your needs.
Yes, all Power BI trainings are available in-company, at your location or online. We tailor the content, exercises and examples to your organisation and data sources so that participants can immediately apply what they have learned.
Absolutely. Power BI combined with Excel advanced or a Microsoft 365 Copilot training is a popular combination. We are happy to put together a programme that fits the needs of your team.
Book the Power BI training for your team
Fill in the form or call us directly. We will get back to you within two working days to discuss your needs. No obligation.