Power BI Desktop – Data Visualization and Analytics (Power Query)

Training Outcomes

• Import data from common sources (CSV/TXT, Excel, Access/SQL) and join them in a single model.
• Transform data in Power Query (cleaning, data types, regional settings, joining sources) and understand the role of the M language.
• Build models based on multiple tables: relationships, optimization, basic modeling elements.
• Design reports using commonly used visualizations, maps, cards, and manage filters.
• Use advanced elements (KPIs, hierarchies, custom visuals) and maintain a consistent report appearance.
• Export results (CSV/PDF) and share reports in the cloud and corporate environments (e.g., SharePoint).

Target Audience

The training is designed for individuals who create reports and analyses, including Microsoft Excel users who wish to analyze larger data volumes and present results in a more flexible, professional format. The program is practical and focused on the daily work of analysts and report developers.

Prerequisites

• Ability to work with Microsoft Excel (experience with tables and pivot tables will be highly beneficial).
• Basics of importing data from CSV files, Access databases, and spreadsheets.
• Proficiency in navigating the Windows environment and working with files.

Benefits for Participants

• Acquiring a work methodology: from raw data to a completed report in Power BI.
• Ability to prepare data in Power Query in a repeatable and maintainable way.
• Better understanding of data model structure and relationships, leading to more accurate analyses.
• Greater freedom in building visualizations and dashboards, as well as formatting them.
• Ability to independently share reports and analysis results within the organization.

Benefits for the Organization

• Increased readability and consistency of reports, along with reduced preparation time.
• Access to new forms of information presentation and faster decision-making based on data.
• Standardization of the data preparation and reporting process (fewer errors, higher repeatability).
• Enhanced team competencies in self-service BI.

Methodology and Delivery

The training is conducted in a workshop format, online, with an emphasis on practical exercises. Participants work with sample data and step-by-step build models and reports. The course includes brief conceptual introductions, demonstrations, and hands-on practice supported by the trainer.

Organizational Notes

• Familiarity with Microsoft Excel is recommended.
• A computer with permissions to install Power BI Desktop or access to a corporate environment with the tool installed is required.
• The training can be customized to the specific data and processes of your organization upon prior agreement.

Summary

After completing the training, participants will be able to independently prepare a data model and report in Power BI Desktop: from importing and transforming data in Power Query, through building relationships, to designing a dashboard and sharing it.

Materials and Certificate

• Training materials in electronic format (presentation and exercise files).
• Sample data sets for independent training after the course.
• A certificate of attendance confirming the topic scope and number of hours.

Preparation for Training

• Installed Power BI Desktop (latest version recommended) or access to a corporate environment with the tool installed.
• Stable internet connection and a headset set (for remote training).
• Access to sample data sources (CSV/Excel) – the trainer can provide them or agree on them with your team before the training.