Creating Business Intelligence with Microsoft 365

Duration: Three Days

Capacity – Max 6 Delegates

For more information Tel: Call us on 0800 107 6362 / / 01782 390130 to discuss the course further.

Audience – Business Stakeholders/Manager.  Users should have a good level of knowledge when using Microsoft 365 before attending this course.

Course Description: The course is instructor lead which will be delivered onsite using your own SharePoint system to ensure delegates get the most from their training with a more hands on experience on a familiar environment. This course is part training and part consultancy to ensure your business gets the most out of it.

Module 1 – Creating Real Business Intelligence

1.1 – Adding value by extracting business intelligence from your existing datasets
1.2 – Identifying your Critical Success Factors (CSF)
1.3 – Are you creating Key Performance Indicators? (KPI’s)
1.4 – Combining CSF and KPIs to deliver a Balanced Business Scorecard
1.5 – Using interactive visuals to deliver business insight
1.6 – Generate data in maps for geographical understanding
1.7 – Data and analysis storyboarding using dashboards in Microsoft applications

Module 2 – Where is your inhouse data?

2.1 – How do your Microsoft products help you Integrate data from multiple diverse sources
2.2 – Implement the Power BI services Desktop and Web based
2.3 – Describe how to connect to Excel datasets
2.4 – Connect directly to your data stores
2.5 – Connectors
2.6 – Adding a Logo
2.7 – Connections
2.8 – Data Gateways

Module 3 – Managing Data t make it useful

3.1 – Understanding the Power BI data modelling process
3.2 – What does good data look like
3.3 – Data Relationships
3.4 – Perform Power BI desktop data transformation
3.5 – Create a Power BI desktop visualisation
3.6 – Understanding Workspaces
3.7 – Understanding Dashboards in Power BI
3.8 – Demonstrate how Power BI data helps your teams collaborate

Module 4 – Microsoft Power Automate and Power BI

4.1 – Creating Custom Forms to capture data
4.2 – Custom Form Designer
4.3 – Using the Custom Form Tools
4.4 – Log Current Location
4.5 – Log Working Hours
4.6 – Creating PowerApps to capture Data
4.7 – Create and run an app from a template
4.8 – Generate an app from Excel data
4.9 – Create an app from scratch connecting to Excel D

We are happy to discuss a tailored course if the above does not meet your exact requirements.  Our aim is to ensure all of our clients get the best experience from our training and our trainers.  Contact us now to discuss course dates or call our office on 0800 107 6362.

We offer both virtual training and onsite training so we can meet your training needs.

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