Reduce dependence on key employees and individual report builders
Microsoft Power BI for Online, Real-Time Dashboards & Reporting
Connect approved business systems into published, online dashboards that provide one governed management view from any permitted device.
Course Overview
Business-focused training designed for immediate application.
Power BI brings approved information from finance systems, CRMs, HR platforms, operational systems, websites and Excel spreadsheets into one central, governed reporting model. Instead of relying on a key employee to repeatedly rebuild PivotTables, dashboards and slicers, managers can use published online reports that refresh automatically on a scheduled or near-real-time basis, depending on the source and agreed configuration. Secure access from any permitted computer, tablet or phone gives authorised users a consistent management view wherever they work.
Designed and delivered by Streamline Intel consultants with real business experience, the course uses realistic scenarios rather than generic software demonstrations. Content and examples are adapted to delegate capability, roles and organisational priorities.
Business Benefits
Why this capability matters to management.
For executives and managers, the value is not simply knowing more Microsoft features. It is developing employees who produce stronger work, reduce avoidable effort and provide more dependable information for customers, operations and decisions.
Reduce delays and errors caused by manually rebuilding PivotTables, dashboards and slicers
Connect finance, CRM, HR, operational, website and Excel information into one governed reporting model
Publish secure online dashboards that authorised users can access from permitted devices anywhere
Keep management information current through scheduled or near-real-time refresh, where supported
Give managers one consistent view of performance, trends, risks and exceptions
Enable managers to investigate performance through filters, slicers and drill-through without waiting for another report
Support faster, evidence-based operational and strategic decisions
What Delegates Will Learn
Practical skills delegates can apply immediately.
Delegates do more than watch demonstrations. Guided exercises take them through the complete method, quality checks and practical application needed to use the capability confidently in relevant business work.
- ✓Define report users, decisions, KPIs, access and security requirements
- ✓Connect approved Excel, finance, CRM, HR, website and operational data
- ✓Use Power Query to clean, combine and transform source information
- ✓Build reliable relationships and a central, governed data model
- ✓Create calculations and measures with AI assistance where appropriate
- ✓Design interactive dashboards, filters, slicers and executive report pages
- ✓Publish reports for secure browser and mobile access
- ✓Configure scheduled or near-real-time refresh where the source supports it
- ✓Apply permissions, governance, validation and ongoing report ownership
Practical Business Applications
Real scenarios—not abstract software exercises.
Examples are adapted to the organisation, but typical applications include:
Published executive and operational dashboards accessible online
Connected finance, sales, CRM, HR, website, project and operational reporting
Automatically refreshed management reports and departmental scorecards
Interactive dashboards with filters, slicers, drill-through and mobile access
Governed reporting shared securely with approved users
Designed Around Your Organisation
Relevant level. Relevant examples. Practical delivery.
Employees and teams developing expert+ capability through the Power BI pathway.
1 day, depending on delegate level. Delivered on-site, live online or through a hybrid combination, adapted to the group’s current capability.
Suitable Microsoft access, devices and permissions are confirmed before training. Exact requirements depend on the course.