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Training Session Outlines

Microsoft Power BI

Power BI Training Courses to help your team analyse, report and create dashboards

Summary of Power BI Workshops

We offer three separate Power BI Workshops for teams wanting to learn or obtain assistance using Power BI.

These sessions can be conducted On-Site At Your Place or Live Online:

Workshop 1 - Power BI Introduction - Dashboard in a Day Workshop

Where attendees get familiar with Power BI using trainer supplied data.

This workshop can have different teams attending at the same time.

Workshop 2 - Team Specific Reporting Workshop

Where a specific team spends the day with the trainer using the team's own data to learn to create reports the team needs.

To get the most out of this session, we strongly recommend attendees have attended the Dashboard in a Day Workshop beforehand, or at the very least are familiar with Power BI basics.

Workshop 3 - Team Specific Follow-up Check-In Workshop

This is a recommended but optional workshop.

This workshop can only be booked if the team has attended Workshop 2.

The team spends time with the trainer (about 4 weeks after the above Reporting Workshop) to go over the reports they've been creating since and get help or advice as needed.

A team may request multiple check-ins if required.

Workshop 1 can have a combination of teams attend - because they all use the same sample data supplied by the trainer.

Workshops 2 and 3 are recommended to be team specific workshops - they use team supplied data and create reports that are specific to the team.

Separate workshops would be required per team, unless the teams agree which one team's data and or reports to use in the workshop.

Possible Workshop Combinations

You can book Power BI workshops in the following combination:

Workshops 1, 2 and 3 - Perfect for teams new to Power BI, they get the basics, progress to learning to create their own reports in a team specific session with their own data, and have a follow-up check-in with the Trainer.

Workshop 1 only - Good for new users to understand what Power BI is and what features are available.

Workshops 1 and 2 only - Ideal for teams who want to learn Power BI basics and then progress to creating their reports with their won data, in a Trainer led sessions with their team members.

Workshops 2 and 3 only – Great for teams already familiar with Power BI and wanting to learn to create their team specific reports using their own data in the workshop, with the added advantage of a follow-up check-in with the Trainer for additional help and assistance.

As an example:

If you have 20 people - in 3 teams - wanting to learn Power BI and attend all 3 workshops.

Recommended Workshops:

2 x Power BI Dashboard in a Day workshops (because the maximum attendees per workshop is 12 attendees, and this is not a team specific workshop, so a combination of teams can attend the workshop together.)

3 x Reporting Workshops (one per team - because this is a team specific workshop.)

3 x Follow-up check-ins (one per team - because this is a team specific workshop.)

Or perhaps even 4 follow-up check-ins or more, if one of the teams wants to have another check-in later for additional help and assistance.

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Contact Us⁠

Website⁠

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Power BI - Outlines and Costs

Power BI Workshop 1:

Power BI Introduction - Dashboard in a Day

“Become familiar with Microsoft Power BI”

This session is aimed at teams wanting to get to know Power BI and get a hands-on feel for what is possible.

It is a one day introduction to Power BI workshop modelled along the Dashboard in a Day training delivered by Microsoft. It will be trainer-led and conducted using sample sales data to help you understand Power BI features. This workshop will have a strong focus on the "why" and not just the "how".

This workshop is not team specific and may be attended by multiple teams or departments.

It is Trainer led, using Trainer supplied sample data.

Costs

Power BI Workshop 1 Costs

Power BI Workshop 1 Costs

Costs*

Duration

Number of Attendees

$ 3,215

Approx. 1 Day (6 Hours)

Maximum of 12 attendees recommended

There are no rows in this table

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* Costs shown exclude Travel and Accommodation costs for On-Site At Your Place sessions, exclude GST and are subject to change without notice – always be sure to check with us first.

Most of our trainers are ex Wellington in New Zealand to anywhere.

We also have POWER BI trainers ex Auckland and Wellington, New Zealand.

Travel and Accommodation costs would apply for On-site At Your Place sessions outside of these areas.

Pricing for these workshops is based on a max of 12 attendees, please contact us for more than 12 attendees.

Prerequisites

It is an advantage if attendees are familiar with other Microsoft products, especially Microsoft Excel.

Attendees need to bring their own laptops with the requisite software installed

Attendees should have a Power BI Pro license assigned to their AD profile (Microsoft provide a free trial for 60 days – attendees are to have it installed and active before the workshop) and Power BI Service setup beforehand.

Attendees will need to Download data files and other assets required for the session from a link provided by the Trainer

Workshop Details

The session will cover the breadth of features Power BI (Desktop and Service) has to offers.

Topics include:

Extract data from multiple sample flat file sources

Transform, model and visualize the data

Build a set of Reports and a Dashboard

Share and collaborate within the Power BI service

Power BI files at varying stages of completion will be provided, so that you can use to easily retrace the training steps – which means there is no need to take screenshots or record the session.

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Power BI Workshop 2:

Team Specific Reporting Workshop

“Learn to create the Power BI reports you and your team require!”

This workshop is team specific and uses organisational data supplied by the specific team attending the workshop to learn how to create Power BI reports they need. It is Trainer led, using team specific data.

Separate workshops would be required per team, unless the teams agree which one team's data and or reports to use in the workshop.

Costs

Power BI Workshop 2 Costs

Power BI Workshop 2 Costs

Costs*

Duration

Number of Attendees

$ 4,350

½ Day Prerequisite Data and Reports Prequalification meeting + 1 Day Workshop per Team

Maximum of 12 attendees recommended

There are no rows in this table

⁠

* Costs shown exclude Travel and Accommodation costs for On-Site At Your Place sessions, exclude GST and are subject to change without notice – always be sure to check with us first.

Most of our trainers are ex Wellington in New Zealand to anywhere.

We also have POWER BI trainers ex Auckland and Wellington, New Zealand.

Travel and Accommodation costs would apply for On-site At Your Place sessions outside of these areas.

Pricing for these workshops is based on a max of 12 attendees, please contact us for more than 12 attendees.

Prerequisites

½ day of Data and Reports Prequalification via a Microsoft Teams meeting, where the team discusses their needs with the Trainer.

This meeting is between the Trainer and a representative(s) of the team to prequalify the team’s organisational data to be used during the workshop.

This includes:

An initial analysis of data sources and reporting requirements that will be used to determine and align on

Wireframe of reports and measures to be setup

To determine if significant effort is required to setup a data model to support the reporting requirements

If so, a separate engagement will be required to setup 80% of the data model prior to the workshop. The cost of this additional engagement if required will be scoped at the time

It is an advantage if attendees are familiar with Power BI basics or have attended the Dashboard ina Day Session

Attendees need to bring their own laptops with the requisite software installed

Attendees will need to Download data files and other assets required for the session from a link provided by the Trainer

Workshop details

This is a 1 day workshop per team spent creating pre-agreed reports using existing prequalified data sources.

As part of this workshop you will get (at a minimum):

1 x Power BI report - 2 pages

4-5 visuals per page

Slicers/Filters as required

We will also attempt to publish on the Service and configure refresh of the data source(s)

Reports will be set up from data source(s) available on the day of delivery; some reporting may not be possible based on data source availability/formats supplied by the team

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Power BI Workshop 3:

Team Specific Follow-up Check-in

“Check-in with your Trainer and get additional help and assistance with your reports and dashboards”

This is an optional follow-up check-in that we recommend teams schedule to be able to have the Trainer and the team discuss how the team is progressing with creating reports in Power BI.

This workshop can only be booked if the team has attended Workshop 2.

This workshop is team specific. A separate workshop is recommended for each specific team.

It is Trainer led, using team specific data.

Costs

Power BI Workshop 3 Costs

Power BI Workshop 3 Costs

Cost*

Duration

Number of Attendees

$ 2,990

½ Day Review and ½ Day delivery per Team

Maximum of 12 attendees recommended

There are no rows in this table

⁠

* Costs shown exclude Travel and Accommodation costs for On-Site At Your Place sessions, exclude GST and are subject to change without notice – always be sure to check with us first.

Most of our trainers are ex Wellington in New Zealand to anywhere.

We also have POWER BI trainers ex Auckland and Wellington, New Zealand.

Travel and Accommodation costs would apply for On-site At Your Place sessions outside of these areas.

Pricing for these workshops is based on a max of 12 attendees, please contact us for more than 12 attendees.

Prerequisites

Each team is to compile and share their current Power BI report files and all issues they may have faced.

This is to be sent to the Trainer for analysis prior to the Check-in date.

Workshop details

This is a Follow-Up Check-in to the Reporting Workshop, after the team has created reports using their own data sources. We recommended scheduling this check-in about 4 weeks after the Reporting Workshop.

As part of the check-in, we will:

Review the team’s data model and reports (the team is to have compiled and shared current reports and all issues faced beforehand)

Suggest next steps towards optimizing and enhancing the reports

We welcome the opportunity to provide further check-ins if required.

⁠

Contact Us⁠

Website⁠

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www.knowitinc.com⁠

info@knowitinc.com⁠

+64 22 566 94 84⁠

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New Zealand

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