Microsoft 365 Power BI Fundamentals Part 1
Course Code: M365PBIF
Duration: 1 day
Price: £425
Upcoming Events
- Virtual Classroom
- Wed 3 June 2026
- 1 day
- £425.00 (€490.00)
- Virtual Classroom
- Tue 25 August 2026
- 1 day
- £425.00 (€490.00)
- Virtual Classroom
- Mon 16 November 2026
- 1 day
- £425.00 (€490.00)
- Virtual Classroom
- Tue 16 February 2027
- 1 day
- £425.00 (€490.00)
- Virtual Classroom
- Mon 24 May 2027
- 1 day
- £425.00 (€490.00)
Course Overview:
Provide business insights at the right time to the right people with Power BI, an interactive data visualisation software product developed by Microsoft with a primary focus on business intelligence. Power BI is part of the Microsoft Power Platform and comprises a collection of software services, apps, and connectors that work together to turn your data into coherent, visually immersive, and interactive insights. With Power BI Desktop, you will learn how to connect and query data from different sources. Then, using the Power Query Editor, you will clean, shape, and transform this data to produce impactful visuals in reports. You will then explore how reports are published to the Power BI service where your team can access them through intuitive dashboards.
Target Audience:
This introductory course is perfect for users who are looking to make a bigger impact with the way they report on data through visualisations. The course will be of particular benefit to team leaders, management at all levels, or anyone who needs to commission the production of reports or dashboards. Please note that this course does not cover PowerBI Pro, PowerBI accessed via Microsoft 365 or SharePoint Services.
Course Objectives:
By actively participating in this course, you will learn about the following:
- Identify Power BI Desktop concepts and features.
- Use data sources that are compatible with Power BI Desktop.
- Connect to and manipulate data using the Power Query Editor.
- Apply common query tasks to shape data in Power BI Desktop.
- Explore data visualisations.
- Create and publish reports to the Power BI service.
Course Content:
Getting Started with Power BI
- Concepts and overview
- Introduction to main features
Connect to a Data Source
- Data sources Power BI will connect to
- Methods of connecting to data
Get data and query using Power Query Editor
- Shape, clean and transform data
- Combining data sources
Working with Relationship View
- Understanding relationships
- Create using AutoDetect
- Create relationships manually
- Cross Filter
- Join Types
Visualisations
- What is available?
- Create a quick visualisation
- Table and matrix visualisation
- Conditional formatting
- KPI visualisation
- Slicers
- Drill visualisation to see underlying data
- Clustering
- GEO-data and Maps
- Publishing
Using Power BI Service
- Pin visuals to Dashboards
- Export visuals to other platforms
- Get insights
Prerequisites:
We recommend that delegates have existing experience with Excel or Databases and should understand basic data concepts. Delegates should also know how to create and format chart outputs and should have a basic understanding of Functions (ideally Aggregate Functions).
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
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
