Power BI Basic Workshop: 2 Days (17 hours)
The Basic Power BI Workshop is two days and provides a technical overview of Power BI. Workshop attendees get hands-on experience by connecting to data sources, transforming data, creating calculations, and creating dashboards. Target attendees for this workshop are Power Users, IT, Analysts, or anyone else who wants to gain hands-on experience with Power BI.
The workshop can be conducted at Stoneridge offices or a client site. The number of attendees should be between 5 and 10. Depending on the pace of the class, material from either day may be incorporated in Day 1 or be moved to Day 2.
Pre-Workshop Prep: 30 minutes to 1 hour
Discovery with your team to uncover pain points around reporting/dashboarding, information access, and Power BI use cases.
Day 1 (8 Hours):
- Setup environment/databases required for the workshop. Install of Power BI on participants’ computers and set up of Microsoft databases
- Introduction to Power BI
- Overview of Power BI Desktop Interface
- Import, transform and join data
- Introduction to DAX
- Create columns, measures, and hierarchies that need to be used in Power BI reports we’re going to build
- Creation of reports. Reports could include the following options:
- Top 10 Customers
- Sales by Customer Geography
- Top 5 Product Sales
- Product Revenue by Sales Region
Day 2 (8 Hours)
- Completion of reports. Report options could include:
- Product Revenue Details
- Sales by Time Details
- Sales Revenue Growth
- Sales Revenue Details
- Sales by State
- Sales by Geography
- Publish Visuals to Power BI Service
- Power BI and SSAS cubes
- Power BI Security
- Power BI Free vs. Pro vs. Premium
- Power BI Service
- Power BI Gateway
Example of a Basic Power BI workshop dashboard
Quick Start Power BI Project:
The Quick Start Power BI Project, at two-weeks, is a short, low cost, agile project. The Quick Start is a great way for you to get up and running with Power BI in a short period of time, get training, and hands-on-development experience. It is also a good starting point for future Power BI projects. Here is a sample Agenda:
Part 1 – BI Discovery – 2 days
Focuses on identifying Power BI use cases, business and technical pain points around reporting/dashboarding, and understanding of your data sources/structure.
Part 2 – Quick Start Solution – 6 days
Create visuals, reports, and dashboards. On-the-job training and test data in dashboards.
Part 3 – Knowledge Transfer and Roadmap – 2 days
Deliver final product, additional training if necessary, and develop a roadmap for Power BI next steps.
Project Outline & Objectives:
- Deliver Power BI dashboards and reports
- Guide your team on Power BI development
- Mentor analysts, power users, and SMEs on software
- Limit to two data sources and 15 tables
- Limit to two dashboards