Introduction to Microsoft Power BI

This hands-on workshop is a great introduction for end users and managers/executives who want a basic understanding of how to work with Power BI reports, with a focus on the difference between the cloud and desktop tools.

Course Overview

This practical introduction will show you how to transform raw data into interactive dashboards and visual reports using Power BI – all without needing advanced Excel skills.

 

Why take this course?

  • Learn how to connect and clean your data
  • Build engaging dashboards and visuals
  • Understand key metrics and trends in your organisation
  • Share insights with your team more effectively

Who is this course for?

Ideal for people who want to get started with Power BI and create clear, insightful reports from their data – without needing coding or advanced Excel knowledge.

Requirements

Delegates do not need any prior knowledge, although advanced Excel users (equivalent of our Level 3) are the typical audience for Power BI users. We recommend you have installed the Power BI Desktop application and have a second monitor, to get the most from the course.

Duration

1 day

Classroom size

8 approx.

Location

Online or Classroom

Certificate

1 Certification

Experience

Advanced

What you will learn

  • Have an understanding of the difference between the Power BI cloud service and Power BI Desktop app
  • Know how to access and explore existing Power BI reports that have been shared with you
  • Know how to create/edit reports in the cloud service from published data sets you have access to
  • Have created your own interactive report from scratch by importing sample Excel data and visualising with charts and slicers

Course Timetable

This course will be taught in the latest version of the software. We can train this in older versions if needed – please get in touch for more information and availability.

Session 1

  • Overview of the Power BI suite of tools
    • Power BI Service, Power BI Desktop & Power BI Mobile
    • Comparison with Excel Power Query and Power Pivot tools
    • Licences
  • Exploring an example published report and understanding how to use
    • Slicers
    • Hierarchies
    • Visual headers
    • Right click options
  • Overview of the various sources of data that can be included in Power BI reports and the built in connectors provided

Session 2

  • Exploring the Power BI service
    • Accessing the service
    • Understand the difference between Reports, Semantic Models, Workspaces, Apps and Dashboards
    • Creating your own report from a published data set you have access to
    • Getting quick insights

Session 3

  • Introduction to the Desktop App
    • Accessing and using Power Query
    • Creating simple interactive report with charts, tables and slicers
    • Publishing and sharing the report

Ready to take the next step?

We are here to help!

This course is only available as a one-to-one or private group booking.

For pricing and availability, send us a message using the form, leave us a message on 020 7375 7300, or speak to an Account Manager straight away using our Live Chat service in the bottom right of your screen!

Testimonials From Happy Learners

Looking for Private Group Training?

If you have three or more learners, a private group training could be cheaper.

We can tailor the content to your team, and host the training remotely, at your workplace or here at Happy’s HQ in Aldgate, Central London.

The Happy guarantee

We want everyone to go away from our courses feeling as though they have learnt useful, practical skills that they can use straight away when they go back to work.

If you don’t feel that your training has been useful or if you are unhappy in any way, please get in touch with our Customer Services team within 30 days of the course.

We will be happy to offer you additional support and training free of charge to help you to gain the skills you need, or if you’d prefer, a full refund.

Why Choose happy?

Because Happiness Works

Joy leads to success, every time,

Expert-Led & Hands-On

Our award-winning training isn’t just theoretical. It’s packed with practical tools you can use straight away.

B Corp Certified & Proud

We don’t just talk about impact — we live it. As a B Corp, we’re committed to making workplaces better for everyone.

Classroom or live online learning available

Both available for public and private dates.

The small print

For Live Online Interactive Learning sessions (webinars)

The course will run remotely for a full day consisting of three 90-minute live online sessions with independent work in between. 

All learners will need to install Zoom on their machines. Full technical requirements are on the Zoom website. Your link will be included in your joining instructions once you have booked your place — if you haven’t received this email then please contact our team.

Learners should log into the session 10 minutes before the start time to ensure that they have downloaded and set up Zoom correctly. The course will start precisely on time and it may not be possible to go back over material missed by late arrivals. Unfortunately you will be asked to leave and attend a different day if you arrive more than 15 minutes late for online sessions, and more than 30 minutes late for classroom sessions.

Please ensure you read our Terms and Conditions before booking for our payment terms and cancellation policy.

For classroom sessions

All public classroom sessions take place at Happy’s HQ in London at Robert Dolan House, 9 Alie Street, London E1 8DE. Please see our Contact Us page for full directions and a PDF map.

The course will run from 10am to 4:45pm (lunch is served 1pm to 1:45pm — we offer a choice of 3 cold bowl dishes). Please be careful to arrive by 9:45am for registration and refreshments. The course will start precisely on time and it may not be possible to go back over material missed by late arrivals. If you arrive over 30 minutes late you may be asked to leave and attend another day.

Please ensure you read our Terms and Conditions before booking for our payment terms and cancellation policy.

FAQs

What if I have a Mac?

If you are a Mac user, please let us know when booking. If the course is held in the classroom at Happy, the training is held on PCs so we recommend that you bring your Macbook with you (we are not able to provide an additional monitor). For online training, please let us know when booking and you can use your Mac as normal. We provide a PDF with shortcuts for Mac users and your trainer will refer to this throughout the training.