Power BI 1 Week Intensive Course for Managers & Admins


SKU: GCOM-PBI-124 Category:


Do you need Intensive Power BI Admin Training? The Power BI 1 Week Intensive Training Course for Managers and Administrators is designed for users who are new to Power BI, but who intend to be closely involved in their organisation’s Power BI adoption strategy.

You should consider taking this course when your company has recently adopted, or are about to adopt Power BI; and you will be playing a pivotal administration role in ensuring that your organization derives the greatest possible benefit from self-service business intelligence.

OurIntensive Power BI Admin Training consists of three components: Power BI Introduction, Power BI Adoption and Proof of Concept and Power BI Administration.

Power BI Introduction

Getting started

The key components of Power BI; What is Power BI Desktop; The Power BI service; Power BI free vs Power BI Pro; Power BI vs Excel add-ins; Dashboards, reports and datasets

Connecting to software services

Understanding content packs for services; Google Analytics content pack; Salesforce content pack; Microsoft Dynamics CRM content pack

Getting data into Power BI

Connecting to data sources in the Power BI service; Connecting to data sources in Power BI Desktop; Importing excel workbooks; Importing Access databases; Connecting to SQL Server

Cleaning up and transforming data

Using the Query Editor; Creating a query; Understanding query steps; Automatically generated steps; Removing query steps; Modifying query steps; Renaming columns; Reordering and removing columns; Changing data types; The close & apply command

Data modelling

Working in data view; Working in relationship view; Auto-detection of table relationships; Creating table relationships manually; Setting cardinality; Cross filter direction

Using DAX

Creating Calculated columns; Creating measures; Understanding row context; Understanding filter context; The SUMX function; The CALCULATE function; The ALL function; The FILTER function; Using time intelligence functions

Creating reports

Working in report view; Creating tables and key metrics; Working with matrixes; Filtering data with slicers

Creating visualizations

Creating column and bar charts; Creating line and area charts; Creating scatter charts; Treemap visualizations; Using charts as slicers; Using maps with geographical data; Using custom visuals in your reports

Publishing content

Publishing Power BI Desktop reports; Printing and exporting dashboards and reports; Creating Groups in the Power BI service; Creating content in app workspaces; Assigning groups to app workspaces; Publishing apps; Sharing dashboards with your organization; Publishing reports to the web; Embedding a report in a web page

Creating Power BI Mobile Content

Optimising visuals for small viewports; Creating a phone version of a dashboard; Creating phone-optimised reports

Consuming and customizing content

Browsing group content; Using content packs; Creating read-only versions; Using Quick Insights in Power BI; Creating dashboards from your reports; Querying with natural language; Creating custom Q & A suggestions

Refreshing content

Setting up a personal gateway; Customizing dataset refresh settings; Scheduling a refresh frequency; Setting up enterprise gateways; Managing enterprise gateways; Adding and removing data sources, Creating live connections to data

Power BI Adoption and Proof of Concept

Using Microsoft’s Power BI Adoption Framework

Making the Most of the Adoption Framework, Accessing the Framework Documents

Preparing Data Sources

Handling SQL Server Data, Handling Excel Files, Handling Text Files, Creating a Data Catalog, Creating a Data Dictionary

Managing Installations

Power BI Desktop, Power BI Mobile Apps, On-premises Data Gateway, Excel Add-ins

Assigning Roles

Identifying Candidates, Individual and Shared Roles, Project Management Roles, Data Roles, Power User Roles, Users and Consumers, Admin Roles

Power BI Administration

Understanding Administration Roles, Administration Overview, Understanding tenant Settings, Assigning Licenses, Administration Tools

Designing a Power BI POC

Scoping the Project, Selecting Participants, Assigning Roles, Provisioning a Power BI Tenant, Workspace Structure and Design, Dataset Design and Creation, Creating Sample Reports, Creating Sample Dashboards, App Design and Publishing, Assigning Licenses to Participants, Going Live, Monitoring Adoption

Stretching your Budget

Making the most of the Free Trial, Involving Unlicensed Users

Power BI Administration


The Global admin role, The Power BI service admin role, Key aspects of Power BI administration

Power BI licensing

Power BI Free license, Power BI Pro license, Power BI Premium, Office 365 licensing, Automating license assignment

Securing Power BI

Azure AD Conditional Access policies, Restricting access based on network location, Restricting access based on device, Using multi-factor authentication, Tracking risky sign-ins

Export and Sharing Settings

Sharing content with external users, Publish to Web, Export Data, Export reports as PowerPoint presentation, Print dashboards and reports

Integration Settings

Integration Settings, Ask questions about data using Cortana, Use Analyze in Excel with on-premises datasets, Use ArcGIS Maps for Power BI, Use global search for Power BI

Custom Visual Settings

Enabling and disabling the use of custom visuals, Tenant Settings: R Visual Settings, Enabling and disabling the use of R visuals

Audit & Usage Settings

Overview of using audit logs, User role and license requirements, Granting access to non-admins, Activating the audit logs feature, Activities audited, Searching audit logs by user, Searching audit logs by date, Using PowerShell to search audit logs, Exporting the audit log, Creating Power BI reports from logs, Using the Power BI Usage Metric Solution Template

Other Settings

Using data classification for dashboards, Activating the Power BI Embedded API, Monitoring embed codes used for Publish to Web, Registering corporate custom visuals

Data Governance

Designing dataflows and entities, Import, DirectQuery and Composite modes, Centralized datasets, Template usage and storage, Row level security

Leveraging PowerShell

Installing the Power Bi modules, Exploring the syntax using help, Logging in and out of the Power BI service

Automating Reports and Dashboards

Listing reports and dashboards, Exporting reports, Copying reports, Creating reports and dashboards, Copying tiles

Automating Workspaces

Listing workspaces and their contents, Creating workspaces, Adding and removing users

Scheduled Instructor-Led Online Courses

We run this scheduled Power BI training course regularly as a public, instructor-led online course. Our online classes are small, with a maximum of eight delegates and each person is given remote access to a computer in our training centre and provided with lots of opportunities to practice all of the techniques being taught.

Private Online Training Courses

Training Location for Scheduled Courses

All of our scheduled public courses are now run online. When we resume the running of our in-person scheduled training courses, they will take place at the following address:
Tower Bridge Business Centre
46-48 East Smithfield
London E1W 1AW
Tel: 0800 998 9248

Private Instructor-Led Online Training

If you have several staff members that need to complete this training, we can arrange a private instructor-led online training course tailored to the requirements of your organisation. Each person is given remote access to a computer in our training centre and provided with lots of opportunities to practice all of the techniques being taught remotely. This means that your staff can attend a course either in the office or from home.

Private Online Training Courses

On-site Training

For the moment, we have replaced on-site training with private online courses. When booking on-site training, use the pricing zone map below to determine the daily rate based on the location of your organization: zone A, £795, per day; zone B, £895, per day; zone C, £995, per day.

Price Zones

Additional information


11-15 May 2020 (Tutor-Led Online), 29 Jun-3 Jul 2020 (Tutor-Led Online), 10-14 Aug 2020 (Tutor-Led Online), 28 Sep-2 Oct 2020 (Tutor-Led Online), 26-30 Oct 2020 (Tutor-Led Online), 23-27 Nov 2020 (Tutor-Led Online), Private Tutor-Led Online Training