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Power BI

Turn raw data into decisions — build interactive dashboards and reports that give your business real-time insight without needing a data analyst.

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About Power BI

Microsoft Power BI is M365's business-intelligence platform — a tool for pulling data from dozens of sources, modelling it and publishing interactive dashboards that stay live and governed. It covers everything from quick personal reports to enterprise-scale data models, with row-level security, scheduled refresh and AI-assisted insights.

It's best used for KPI dashboards, executive reporting, finance and operations reporting, sales analytics and any recurring report currently rebuilt in Excel every month. Analysts, finance teams, operations, sales leadership and executives benefit most, with IT owning the underlying data infrastructure. Power BI solves the perennial business-reporting problem of numbers taking days to produce and being out of date by the time they arrive — replacing it with always-on dashboards everyone trusts.

Training Session

A focused session designed to build real-world skills fast.

Power BI
  • What Power BI is — service, Desktop and mobile app
  • Key concepts — semantic models, reports, dashboards, workspaces and apps
  • Navigating the Power BI service — Home, Browse, Workspaces and Apps
  • Opening and navigating reports — pages, visuals and the Filters pane
  • Interacting with visuals — cross-filtering, cross-highlighting and tooltips
  • Using slicers and filters to explore data
  • Drill-down and drill-up within visual hierarchies
  • Drill-through to detail pages
  • Focus mode and full screen for presenting visuals
  • Bookmarks — saving and returning to a specific report view
  • Q&A — asking natural language questions about your data
  • Dashboards — consuming tiles and navigating to underlying reports
  • Subscribing to reports and setting data alerts
  • Exporting visuals and reports — Excel, PDF and PowerPoint
  • Sharing reports and dashboards with colleagues
  • Viewing Power BI reports embedded in Teams and SharePoint
  • Connecting to data — Excel, SharePoint and other sources
  • Shaping data with Power Query — basic cleaning and transformations
  • Building your first report — charts, cards, slicers and KPI visuals
  • Publishing a report to the Power BI service

Ready to train your teams on Power BI?

Book a free 30-minute discovery call. No commitment, no pressure.

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