Power BI Basic Training

Use data wisely and make better business decisions!
The Power BI basic training is intended for those who want to start using the software or improve their foundational skills. During the course, participants will become familiar with the Power BI Service environment. 

In today’s fast-paced business environment, data is the most valuable resource — but uncovering its true value requires the skills to analyze it using effective tools. Power BI is Microsoft’s business analytics tool that enables real-time data collection, analysis, and visualization. It helps you make data-driven decisions faster and with greater confidence.

Power BI is designed for anyone working with data — managers, analysts, financial or marketing professionals — to transform raw data into actionable insights. This tool integrates various data sources into a unified view, allowing the creation of intuitive and interactive visualizations.

Why choose Power BI?

• Data integration and analysis: Power BI enables you to integrate data from multiple sources, including Excel, accounting software, or CRM systems, to provide an accurate and unified overview.
• Real-time reporting: See what’s happening in your business at any given moment and react faster.
• Powerful visualizations: Clear and effective data presentation through graphs and charts makes complex numbers easily understandable.
• Easy sharing: Share your analyses and reports securely with colleagues directly through the Power BI environment.

The goal of the Power BI basic training is to teach participants how to use the Power BI web application and provide practical guidance for applying it in everyday work.

This training is suitable for everyone comfortable using Excel who wishes to add a powerful business analytics solution to their toolkit.

Recommended prerequisites: prior experience with Excel and computer use

Target audience: office workers, accountants, marketing managers, financial managers, and all Excel users who wish to start using Power BI.

What can you do with Power BI?

• A manager can create detailed dashboards to monitor sales revenue, expenses, and project progress in real time.
• A financial manager can track cash flow, compare budgets with actual spending, and analyze long-term trends.
• An accountant can reduce manual work through automated reporting and focus on strategic analysis.
• A marketing manager can analyze campaign ROI and audience behavior to optimize future actions based on data.

Topics covered in the training:

• Loading data into the Power BI environment
• Data visualization
• Designing visuals
• Creating dashboards in the Power BI workspace
• Sharing workspaces and reports with different users
• Office 365 and Power BI
• Analyzing data with Power BI
• Supporting meetings and presentations with Power BI
• Security settings

Program:

• 09:15 – 09:30 Gathering and coffee
• 09:30 – 11:00 Module 1
  • Introduction
  • What is Power BI Service?
  • Getting to know the user interface
  • Methods used: lecture, practical exercises
• 11:00 – 11:15 Coffee Break
• 11:15 – 12:45 Module 2
  • Creating a workspace
  • Importing data
  • Integrating a SharePoint document library
  • Methods used: lecture, practical exercises
• 12:45 – 13:30 Lunch
• 13:30 – 15:00 Module 3
  • Designing a report
  • Creating dashboards
  • Managing permissions and security rules
  • Methods used: lecture, practical exercises
• 15:00 – 15:15 Coffee Break
• 15:15 – 16:45 Module 4
  • Excel and Power BI
  • Data refresh and configuration settings
  • Using Power BI in practice: analysis and presenting insights
  • Methods used: lecture, practical exercises

After completing the training, participants will be able to:

• load and integrate data into the Power BI environment;
• create and customize interactive reports and dashboards;
• visualize and format data using different types of charts;
• use Power BI in conjunction with Excel and Teams for smoother team collaboration;
• configure secure data sharing and access management;
• make data-driven decisions, save time, and increase the impact of their work.

Methodology: The training is based on practical exercises that resemble real-life work tasks. It also includes homework assignments with individual feedback for each participant.

Trainer:
Andre Sääsk
Andre has been sharing his IT knowledge for nearly 20 years, having worked as a web programming trainer and application software lecturer at universities. He holds a degree in fundamental physics from the University of Tartu.
As a trainer, Andre is highly versatile, with expertise in databases, programming, web applications, web design, and content management.
Andre conducts training in Estonian, Russian, and English.