Microsoft 365 Power BI Advanced Visualisation

Course Overview:

In this course you will discover techniques to help you enhance the visual appeal of your reports and craft an engaging user experience. Improve your ability to convey information through visuals and master innovative approaches using Power BI's built-in visualisation tools, all without requiring advanced DAX proficiency.

Target Audience:

This course is ideal for professionals seeking to elevate their report crafting skills and captivate their audience.  Attendees will cultivate a unique visual style, ensuring their reports stand out and engage viewers effectively.

Course Objectives:

By actively participating in this course, you will learn how to:

• Gain insights into crafting reports that captivate your audience.
• Harness the potential of Power BI's native visuals to convey complex analyses in fresh, impactful ways.
• Master the use of bookmarks, buttons, and other report navigation tools.
• Discover how to stream real-time data in the Power BI Service using MS Forms and Power Automate.
• Secure data with end user RLS (Rob Level Security) and ensure data displayed is up to date.
  

Course Content:

Report Layouts

• Design Tricks to make your Report look great.
• Use PowerPoint to Design your Canvas Background
• Themes and Layout
• Use Logos and Custom Icons

Navigation Ideas

• Create and Use Bookmarks
• Apply and Format Navigation Buttons

Built in Accessibility

• Keyboard Navigation
• Screen Reader Compatibility
• High Contrast View
• Focus Mode
• Show Data Table

Native Visuals

• Enhance the look and use of Native Visuals
• Configure Visual Fields and Format Properties
• Apply Conditional Formatting
• Configure design of native Slicers
• Create the ultimate Slicer Panel
• Edit Interactions
• Tool tips

Streaming Real-time Data

• Create a dataset using Push (API)
• Use MS Forms to create a survey that will populate the dataset.
• Power Automate to send the survey responses to the dataset.

Governance & Distribution

• Understanding Row Level Security
• Create and test Security Roles

Data Refresh

• Overview of the Data Gateway
• Scheduling Data Refreshes
• Refreshing on demand

Prerequisites:

As this is an intermediate course, participants should have a fundamental understanding of Power BI, including the ability to navigate the Power BI interface, load data, and create basic visualisations. A basic understanding of data modelling concepts, including relationships between tables is also required.  If you are new to Power BI, we recommend first attending our Power BI Fundamentals training course to gain the required skills.

Software Requirements for Virtual Classroom

If you are attending our Virtual Classroom training, you will need a laptop or PC with a working microphone and two screens. A webcam is also recommended for the best experience! You will also need to have both Power BI Desktop and Power BI Service (part of Microsoft 365 Apps), available on your device.

Power BI Service is what Microsoft call the version of Power BI found in their M365 subscription list of apps. It won’t be there as a default and is something your Microsoft 365 administrator would have to enable. It is free of charge and literally just a tick box. They will need access to this as this is where reports are published to and the only place where Dashboards can be created. Plus, all of the sharing and collaboration options are to be found here.

We strongly recommend that delegates also check that their PC meets the Minimum Requirements as outlined on the Microsoft Website and ensure that they are running the latest version of the software so that they can successfully access all student files.

This course is not suitable for MAC users

Certification / Exam:

There is no exam relating to this course.

Further Information:

 For more information or to book this course, please contact our Course Enquiries Team on 0117 370 1970 or send us an email us at enquiries@skilltec.co.uk

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