POWER BI ESSENTIALS

EMPOWER YOUR TEAM TO MAKE INFORMED, DATA-DRIVEN DECISIONS.

This hands-on course equips you with the skills to make sense of your raw data and transform it into clear, impactful insights – fast.

Whether you’re new to Power Business Information (BI) or levelling up, this course will give you the tools to develop dashboards & reports that drive smarter decisions with confidence.

LBS Partners POWER BI COURSE

OVERVIEW

This Power BI Essentials course gives you hands-on skills in analysing and visualising data using Microsoft Power BI. You will learn how to turn raw data into clear, useful insights that support better and faster decisions.

Trainees will explore the core features of Power BI – from connecting to different data sources, to using Power Query for data shaping and calculations, and creating interactive dashboards and reports.

This course combines guided instruction with practical exercises. You will work with real-world data sets (or your own), helping you apply what you learn to real business needs immediately.

DELIVERY

This Power BI course is delivered through a combination of training and mentoring.

Workshop Training: 2 days on site.
Mentoring: 2 hours per person (2 x 1hour sessions) online.

This instructor-led course is designed with flexibility in mind, using modern technology to support smooth and effective learning. In each workshop, clear examples will show you how to apply key concepts and methods in your own organisation.

The course focuses on hands-on learning. You will work with realistic sample data or your own data, applying each new idea through guided exercises and mentoring. This helps you build real confidence in using Power BI tools and techniques and build out your own dashboards & reports.

OUTCOMES

By the end of the training, you will be able to:

 

  • Understand the Power BI ecosystem and its key components.
  • Import, transform, and model data effectively in Power BI.
  • Create interactive dashboards and reports that inform better decision-making.
  • Apply your learning through hands-on exercises using realistic scenarios.

These outcomes ensure that you walk away with not just theoretical knowledge, but practical skills to implement Power BI solutions in your organization. You will be equipped to build your own reports and dashboards, interpret the results, and share insights with stakeholders confidently.

COURSE TIMELINE & DETAILS

Microsoft 365 Training timeline
Day 1

1. From Team Member to Team Leader

  • Transitioning into management: mindset, relationships, and responsibilities
  • Common challenges and mistakes of first-time managers
  • What people expect from their manager

2. The Fundamentals of People Management

  • Defining people management
  • Exploring management vs leadership
  • The business impact of great (and poor) managers

3. Understanding People

  • Emotional intelligence and self-awareness
  • Personal values, strengths, and stress triggers
  • Understanding others: empathy, trust, and respect
  • Building psychological safety in teams

4. Communication & Influence

  • Communication styles: assertive, passive, aggressive, passive-aggressive
  • Active listening and non-verbal cues
  • Asking powerful, coaching-style questions
SESSION 1

FOUNDATIONS

Introduction to Power BI

Introduction to Data Driven-Decision Making

Interface walkthrough and setup

Data Loading and Transformation

Connecting to data sources (Excel, CSV, CRM, ERP etc.)

Data cleaning and transformation using Power Query

SESSION 2

DATA MODELLING BASICS

Creating and understanding relationships between tables

Introduction to star schema modeling

Calculated columns vs measures

Understanding cardinality

SESSION 3

INTRODUCTION TO DAX

Common DAX functions (SUM, AVERAGE, COUNTROWS)

Using CALCULATE and filter context

SESSION 4

VISUALISATIONS & DASHBOARDS

Common chart types and when to use them

Using slicers, filters, and drill-through

Creating interactivity between visuals

Using themes and formatting best practices

SESSION 5

DASHBOARD DESIGN

Building a basic dashboard from scratch

Layout and user experience considerations

SESSION 6

SHARING & COLLABORATING

Publishing to Power BI Service

Creating workspaces

Sharing and permissions

COURSE DELIVERY

2 x Full Days Onsite +

1 x 1 hour Sessions

Per Participant

Our Digital Trainers

MARK LEONARD

Digital Consultant

DAVID CRAVEN

Digital Consultant

Dan Hinchy

Digital Consultant

LISA FINN

Digital Consultant