Beginner
Modules 01 to 03 — exercises adapted to the team’s projects.
View this levelPbMicrosoft Power BI
Private Microsoft Power BI training tailored to your team
Turn business data into interactive reports and dashboards with Power BI, without advanced programming.
Method
A practical method focused on your projects
The pathway covers Power BI Desktop, Power Query, data modeling, visualizations, essential DAX measures, filters, publishing to the Power BI service, security and optimization.
✓
Focused demonstrations
✓
Guided exercises
✓
3-hour modules
✓
Customizable plan
Three levels
A beginner-to-advanced learning path
The full path is 30 hours across 10 modules. Beginner: 9 h / modules 01 to 03. Intermediate: 12 h / modules 04 to 07. Advanced: 9 h / modules 08 to 10.
Intermediate
Modules 04 to 07 — exercises adapted to the team’s projects.
View this levelAdvanced
Modules 08 to 10 — exercises adapted to the team’s projects.
View this levelComplete program
Ten three-hour modules
Power BI Desktop, data and first report
- Understand Desktop, Service and workflow
- Connect to Excel and common sources
- Understand tables, fields and data types
- Create basic visuals
- Use the Filters pane
- Save a first PBIX file
Power Query and data preparation
- Open and read Power Query steps
- Clean columns and values
- Change data types
- Split, merge and replace values
- Append or merge queries
- Create repeatable preparation without advanced code
Data model and relationships
- Understand fact and dimension tables
- Create and verify relationships
- Understand cardinality and filter direction
- Build a simple star schema
- Create a date table when needed
- Avoid ambiguous or overly complex models
Visualizations and report design
- Choose the right visual for the question
- Create cards, charts and matrices
- Apply consistent themes and formatting
- Use interactions between visuals
- Create readable, well-structured pages
- Apply accessibility principles
Essential DAX measures
- Understand calculated columns versus measures
- Create SUM, COUNT and DISTINCTCOUNT measures
- Use DIVIDE for ratios
- Understand CALCULATE at a practical level
- Create KPIs and percentages
- Organize and name measures clearly
Filters, slicers and interactive navigation
- Create effective slicers
- Manage visual, page and report filters
- Use drill-down and drill-through
- Create useful tooltips
- Use bookmarks and buttons
- Build a clear navigation experience
Time, trends and performance indicators
- Work with dates and periods
- Compare current and previous periods
- Create monthly or yearly trends
- Build targets and variances
- Display KPIs with context
- Validate time-based calculations
Power BI Service, publishing and sharing
- Publish a report to Power BI Service
- Understand workspaces
- Create dashboards where appropriate
- Configure refresh based on available permissions
- Share with the right users
- Understand Power BI apps at a functional level
Security, governance and performance
- Understand row-level security
- Manage roles and access responsibly
- Identify sensitive data
- Reduce unnecessary columns and detail
- Identify heavy visuals or models
- Apply governance conventions
Complete project, validation and handoff
- Start from a clear business requirement
- Prepare and model the data
- Build required pages and measures
- Validate figures against the source
- Document KPI definitions
- Prepare publishing, training and maintenance
Audience
Who this training is for
Analysts, managers, finance, sales, operations, HR and Excel users who want to build modern business reports.
Outcomes
Skills put directly into practice
Power BI Desktop, data and first report
Power Query and data preparation
Data model and relationships
Visualizations and report design
Essential DAX measures
Filters, slicers and interactive navigation
Use cases
Examples of needs the training can address
Content can be adapted to the organization’s real files, methods and objectives, subject to available licenses and features.
Sales dashboard
Financial tracking
Operations report
Management KPI reporting
Focused workshops
Possible focused workshops
These workshops can be selected individually in the builder or included in a longer path.
Visualizations and report design
Essential DAX measures
Power BI Service, publishing and sharing
Security, governance and performance
FAQ
Frequently asked questions
Can we choose only certain modules?
Yes. The builder lets you create a plan from the 10 Microsoft Power BI modules.
Is the training suitable for beginners?
Yes. Modules 01 to 03 form the 9-hour beginner path.
Can we work with our own files?
Yes, when the files can be shared and doing so complies with your organization’s confidentiality rules.
Do we need a license?
Comfort with Excel tables and business data is recommended. The course does not require Python, R or advanced programming.
Canada
Private training across Canada
Videoconference training is available to your team across Canada, in English or French.
Extend the learning path
Training that complements Microsoft Power BI
These recommendations extend the workflow covered by this course and make it easier to build a coherent team learning path without adding unrelated topics.
Microsoft Excel
Structure, clean and analyse the data that will feed your reports and dashboards.
View training Microsoft Excel →Microsoft Teams
Centralize meetings, channels, files and Microsoft 365 collaboration around the team’s daily work.
View training Microsoft Teams →Microsoft PowerPoint
Turn analyses, results and content into clear presentations for leadership, sales or internal teams.
View training Microsoft PowerPoint →JFL Media
Build your Microsoft Power BI plan
Select modules and send a clear pathway to JFL Media.