Power BI – intermediate (2 day)

A two-day workshop

This course is designed for those already using Power BI Desktop and are ready to work with more comprehensive elements of analysing and reporting in Power BI. The course maintains a balanced look at data analysis including the Power Query Editor, with a deep dive into writing DAX formulas, and enhanced dashboard visualisations.

Learning objectives

The aim of this course is to provide a more complete understanding of the whole Power BI analytics process, by working with business examples that will equip you with the necessary skills to output comprehensive reports and explore Power BI’s analytical capabilities in more depth.

Who should attend?

Managers and others who need to use or create reports and tables to support business management and decision-making.

Our assumption is you are already a Power BI Desktop user and are comfortable with the fundamentals. If not, we recommend attending the 2-day Introduction to Power BI course first.


A very practical, interactive two-day session for a maximum group size of 8. Comprehensive materials provided, including exercise files and a unique step-by-step guide developed by the trainer specifically for this programme.

This course can be run remotely online or face-to-face onsite.

Expert trainer

Alan is a highly experienced and very popular IT skills trainer and a specialist in Power BI. After eighteen years as an employed IT trainer and training manager he went independent in 2013, specialising in Microsoft Office courses, primarily Power BI, Excel, PowerPoint, Word, Outlook and Access, although he also delivers training in other programs when required. His clients come from all sectors and include such organisations as The Economist, Hyundai, Marston Group, MediaCom, London Borough of Harrow, Paragon Customer Communications, ICP Global Creative, Bywaters, Amsafe Bridport, Seetec, Trumpf, Hyundai, etc, etc.

See what some of the participants have said about the workshops he’s delivered for us:

‘Fantastic. Well paced and easy to follow.’
‘Very personable, relatable, patient and able to present complicated processes in an understandable way.’
‘Friendly and good at checking people are up to speed.’
‘Very good and explained and answered all questions.’
‘Explains everything well.’
‘Excellent teacher and very intelligent.’
‘Very knowledgeable would love to have him again if there is another course – thank you.’
‘Alan explains things very clearly and addresses issues on questions before they are visible. Thank you very much!’

1 The Query Editor

  • Grouping rows in a table
  • Split row by delimiter
  • Add days to determine deadlines
  • The query editor

2 Fuzzy Matching Joins

  • Matching inconsistencies by percentage
  • Matching with transformation table

3 The Query Editor M Functions

  • Adding custom columns
  • Creating an IF function
  • Nested AND logics in an IF function

4 DAX New Columns Functions

  • Including TRUE with SWITCH
  • Using multiple conditions
  • The FIND DAX function
  • The IF DAX function
  • Logical functions IF, AND, OR

5 Editing DAX Measures

  • Making DAX easier to read
  • Add comments to a measure
  • Using quick measures

6 The Anatomy of CALCULATE

  • Understanding CALCULATE filters
  • Add context to CALCULATE with FILTER
  • Using CALCULATE with a threshold

7 The ALL Measure

  • Anatomy of ALL
  • Create an ALL measure
  • Using ALL as a filter
  • Use ALL for percentages

8 DAX Iterators

  • Anatomy of iterators
  • A closer look at SUMX
  • Using RELATED with SUMX
  • Create a RANKX
  • RANKX with ALL

9 Date and Time Functions

  • Overview of functions
  • Create a DATEDIFF function

10 Time Intelligent Measures

  • Compare historical monthly data
  • Create a DATEADD measure
  • Creating cumulative totals
  • Creating cumulative measures
  • Visualising cumulative totals

11 Visualisations In-Depth

  • Utilising report themes
  • Applying static filters
  • Group data using lists
  • Group numbers using bins
  • Creating heatmaps
  • Comparing proportions
  • View trends with sparklines

12 Comparing Variables

  • Visualising trendlines as KPI
  • Forecasting with trendlines
  • Creating a scatter plot
  • Creating dynamic labels
  • Customised visualisation tooltips
  • Export reports to SharePoint

Any questions? Please just give us a call on 01582 463463 – we’re here to help!