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Power BI

These coaching sessions are designed to be hands on, practical, relevant and specific to each person and their particular requirements.  This will be followed by detailed coaching, feedback, content edits, recommendations, top tips, and Q&A. We aim to elevate your confidence and grow your virtual classroom skillset significantly! Let’s chat and explore how we can help you!

Premium Skill sheets

Professional Coaches

Personalized learning

Regularly updated content

Over Topics to choose from

Learn at your own pace

Online Delivery

Tests and quizzes

 Free Support after course

Certificate on Completion

Live online sessions are virtual instructor-led sessions conducted online from your location.  You will be sent an invitation to join the session. A computer with an internet connection and a browser.

You will have an opportunity to have your own virtual classroom displayed as comfort of own home or at work.

You will be sent an invitation to join the session online.

Entry requirements

Learners must have basic literacy and numeracy skills.

Computer requirements

Learners will need access to a computer and the internet.

Minimum specifications for the computer are:

  • Microsoft Windows XP, or later
  • Modern and up to date Browser (Microsoft edge , Firefox, Chrome, Safari)


  • OSX/iOS 6 or later
  • Modern and up to date Browser (Firefox, Chrome, Safari)

All systems

  • Internet bandwidth of 1Mb or faster

Learners will also need access the following applications

  • Adobe Acrobat Reader


Business Outcomes Covered in these courses

  • Microsoft 365
  • Charts
  • Data Anaylsis
  • Formuals and Functions
  • Create Professional Reports and Dashboards

To inquire about Live Online Courses, please Call +61 2 6243 4862

Power BI

Turn data into opportunity with Microsoft Power BI data visualization tools. Drive better business decisions by analyzing your enterprise data for insight.


Introduction Topics

PowerBi Introduction

Learning Outcomes:

  • Getting Started With Power BI
  • Working with an Excel Workbook
  • Working with Power Bi Services
  • Overview of Visualisations
  • Visualisations to Reports

Topics will be selected from the following list

  • Introducing Power Bl
  • How does Power Bl fit in?
  • Introducing the three main tools – Power Bl Service,
  • Power Bl desktop & Power Bl Mobile
  • When to use Power Bl Desktop
  • Free versus Pro
  • Signing up to the Power Bl online service
  • Which sources of Data can I use?

Working with an Excel Workbook

Understanding your data
Creating Tables of data to put into the Power Bl service
Where your workbook file is saved makes a difference
Uploading your Workbook data into Power Bl
Importing your Workbook data into Power Bl

Working with the Power Bl service

The User Interface
My Workspace
The Fields Pane
Field Icons
Visualisations Pane

Overview of Visualisations

Creating and working with Visualisations
Creating a Bar Chart Visualisation
Creating a Column Chart Visualisation
Creating a Line Chart Visualisation
Some basic formatting of Visualisations
Consistency of Style
Focus Mode
Creating a Card Visualisation
Giving Cards some impact
Creating a Table Visualisation
Creating a Matrix Visualisation
Working with Formats in a Visualisation
Data Labels
Sizing & Alignment
Data Colours, Backgrounds and Borders

Working with Formats in a Visualisation
AData Labels
Sizing & Alignment
Data Colours, Backgrounds and Borders


From Visualisations to Reports

Saving a Report
Adding Pages to your Reports
Renaming Pages
Re-using Visualisations
Building a Narrative in your report
Editing & Reading Modes
Pie Chart Visualisations
Text Boxes
Using Visual Interactions
Introducing Visual Interaction
Turning Interaction On or Off
Interacting by Filtering, Highlighting or None

Using Visual Interactions
Introducing Visual Interaction
Turning interaction On or Off
Interacting by Filtering, Highlighting or None

Working with Filters
Creating a Slicer
Filtering in the Visualisation pane
Creating a Visual Field filter
Creating a Top N Filter
Adding a page level Filter
Creating pages from page level filters
Add a report level Filter

Working with Reports
Printing your Reports
Export your Report to PowerPoint
Using a Power BI created PowerPoint file
Publishing to the Web – embed codes
Interacting with a Power BI created web page
Generating a QR code
Pasting and scanning a QR code
Possible uses for a QR code versus a web-link

Working with Dashboards
Adding Visualisations to your dashboard
Adding Visualisations from multiple reports
Pinning a Live Page
Web Content tiles
Text box Tiles
Video tiles
Generating Alerts from Cards and KPIs
Renaming Dashboards
Favourite Dashboards
Featured Dashboard
Printing Dashboards
Generating Alerts from Cards and KPIs

Q & A and Quick Insights
Making Visualisations with natural language queries
Create a Visual using Q&A
Modify a Q&A
Activating Quick Insights
Using Related Insights
Analyse data in a visual

Power BI Publisher for Excel
Installing Power BI Publisher for Excel
The Power BI Publisher for Excel ribbon
Connecting to your Power BI Profile
Pinning Ranges
Updating Pinned Ranges
Creating new Power BI Dashboards from inside Excel
Make a connection from your data in Power BI back to Excel

Sharing Dashboards
Sharing a Dashboard
Sharing Permissions
Sharing Links
Modifying Access to a shared Dashboard
Generating a QR code to share a Dashboard

Refreshing Your Data
Refreshing your Datasets
Upload file to OneDrive
Load data from OneDrive file
Scheduled refresh on OneDrive
Updating data after changes
Data Normalisation
Overview of Data Normalisation
Normalising a dataset Model
Using Query
Editor in Microsoft Excel
Fact and Dimension Tables

Power BI Desktop
Introducing Power BI Desktop
Connecting to a database
Building a Data Model
Using Query Editor
Formatting and Properties of Data types and their uses
Loading Individual Tables Relationships
Creating Relationships.
Deleting Relationships.

More Complex Visualisations
Create a Bubble Map Visualization
Create a Filled Map Visualization
Create a Gauge Visualization
Create a Tree Map Visualization
Choosing the right Visualisations
Using Custom Visual
Custom Visualisations Gallery
Installing a Custom Visualisation
Word Cloud
Chiclet Slicer
Enlighten Aquariuml
Access Databases and Power BI
Access Database & Power BI
Importing an Access Database
Data Relationships
Stacked Column Chart
Sorting an Existing Visualisation
Adding Depth to your Report
Focusing on Key Points of Interest
Calculated Columns
Adding a Calculated Column
Using a Calculated Column in a Calculation
Displaying Calculated Columns in a Visualisation
Content Samples
Viewing some content samples
Working through the Retail Analysis
Sample Pack



Does the course include hands-on training?

Yes, you can follow the coach as you do the training. The course also includes a quick skillsheets reference guide and quiz for each lesson, to help you cement your knowledge.

What version of software do I need?

The course is compatible with Microsoft 365 (previously known as Office 365) and Excel for Windows 2019, 2016, 2013, 2010. Also available for Mac.

I’m a beginner. Can I take this course?

Yes, you can! This online course starts with the basics and is suitable for beginners. With each lesson, you will build your knowledge, going from beginner to intermediate and advanced lessons. Once enrolled, our friendly support team and instructors are here to help with any course related inquiries.

What if I have some experience with? Is this the right course for me?

Contact our staff and customise the session based on topics you would like to learn.

How long does it take to complete the course?

Each bite-sized lesson consists of a 30min, 45min, 60min, 120min sessions.  This microlearning format makes it easy to fit learning into your busy schedule, so you can even complete a lesson during a lunch break or on your commute. Have a look at our packages


Do you have other online courses?

Yes, we do! Here are the other courses we offer:

Do you have any free resources?

You’re in luck! Start learning OVER 100 of the best shortcuts for PC and Mac (free PDF cheat sheet included). And check out our resources for regular posts.

What our learners say!

The session was just one hour, but it was efficient and well-paced.

RachaelTAFE Teacher