Audience and level
Controlling, reporting teams, and business units with Excel experience who want to build their first Power BI dashboards or understand existing ones. No coding experience needed, DAX basics are explained.
Duration and format
Typically 1 to 2 days. Day 1: data model, Power Query, relationships. Day 2: DAX metrics, visuals, publishing and refresh. Remote with a second monitor or in-house, 4 to 10 participants recommended.
Sample agenda (2 days)
- Day 1 morning: Connect data sources, Power Query as the ETL layer
- Day 1 afternoon: Star schema instead of Excel copy-paste thinking
- Day 2 morning: DAX basics, measures instead of calculated columns
- Day 2 afternoon: Visuals, report pages, planning refresh
Typical issues we address
Power BI often gets used like Excel with nicer charts: one giant flat data model, measures built as calculated columns, a refresh nobody understands. We build a model that stays maintainable from day one.
Request Power BI training
Briefly describe which reports are still maintained by hand today. I will suggest 1 or 2 suitable days.