Power BI Basic
Basic — Data Analysis and Reporting Fundamentals Training
01Training Overview
- Duration
- 2 Days
- Training Hours
- 09:30 – 16:30
- Maximum Participants
- 10 Participants
- Hands-on Ratio
- 80% Hands-on / 20% Theory
- Certificate
- Participants receive an IBA Consultancy Certificate of Participation at the end of the training.
- Format
- Online, On-site or Hybrid — set according to the organisation's preference.
- Prerequisites
- No software development knowledge is required. Basic Excel skills (formulas, working with tables) are sufficient.
Training Objective
This two-day training teaches participants to connect raw data in Power BI, build a basic data model, and prepare and share an interactive report. The programme covers connecting to a data source and basic Power Query transformations, simple data modelling, basic visualisation, and the basics of publishing/sharing in the Power BI Service through hands-on work.
This training is shorter and more introductory than IBA's PL-300 training (Microsoft Power BI Data Analysis and Visualisation, 4 days): it does not cover topics such as writing advanced measures with DAX, row-level security (RLS) and scheduled refresh. The organisation can later take its reporting to an advanced level with PL-300.
By the end of the training, participants can connect their own department's raw data, visualise it in a basic report and share it.
Technical Content
Power BI Fundamentals and Connecting Data
- Introduction to Power BI Desktop and its interface
- Connecting to a data source and basic Power Query transformations
- Simple data modelling and relationships between tables
Visualisation and Sharing
- Basic visualisation types and report design
- Filters and slicers
- Basics of publishing and sharing in the Power BI Service
02Exercises and Project Scenarios
Option A
Management Performance Dashboard
A basic dashboard tracking senior management metrics such as subscriber/member numbers, revenue and growth.
Option B
Sales and Stock Performance Dashboard
A basic dashboard tracking sales and stock levels by store/category.
Whichever case is chosen, the technical scope and outcomes of the training stay the same — the same data connection, modelling and visualisation topics are covered. The training is based on a single case chosen by the participant from their own department, and this case is built up step by step over the two days: on Day 1, the data source is connected and cleaned, and a basic data model is completed by creating relationships between tables; on Day 2, a basic set of visuals is created, filters/slicers are added and the report is published to the Power BI Service. The cases come from the same family as those used in IBA's PL-300 training; a different case from the organisation's own dataset (sales, finance, operations, etc.) can also be proposed — provided it is of similar scope, this does not affect the duration or price of the training. The organisation can later take this case to an advanced level with PL-300, including DAX, RLS and scheduled refresh.
03Training Agenda (2 Days)
The agenda builds up the chosen case day by day; the first day focuses on connecting data and modelling, the second on visualisation and sharing.
Day 1 — Connecting Data and the Basic Model
- Introduction to Power BI Desktop and its interface
- Exercise 1: Connecting the case data to Power BI Desktop and cleaning it with Power Query
- The concept of relationships between tables
- Exercise 2: Building a simple data model with relationships between tables
- Basic aggregation measures
- End-of-Day Deliverable: Completing a working basic data model
Day 2 — Visualisation, Interaction and Sharing
- Basic visualisation types and choosing the right chart
- Exercise 3: Creating a basic set of visuals for the case data
- Adding interaction with filters and slicers
- Exercise 4: Making the report interactive with filters/slicers
- Introduction to the Power BI Service and publishing steps
- Final Deliverable: Publishing and sharing the report in the Power BI Service
- Overall review, Q&A and certificate presentation
04Technical Requirements
- Computer
1 per participant (Windows or macOS), with internet access
- Software Installation
Power BI Desktop (free) — must be installed before the training
- Browser
Microsoft Edge or Google Chrome — for the Power BI Service steps
- Account
Microsoft work/school account, or a Power BI Pro trial account opened for the training
Licensing
No licence purchase is required for this training.
Power BI Desktop is completely free, and all data connection, modelling and visualisation work is carried out in it.
Microsoft's free Pro trial licence is used for the sharing steps in the Power BI Service; this adds no cost to the organisation's existing Microsoft 365 licences.
05Learning Outcomes
- Connect data
Connect their own department's raw data to Power BI and clean it.
- Build a simple model
Create a basic data model by setting up relationships between tables.
- Prepare reports
Design a basic visual report using the right chart types.
- Add interaction
Make a report interactive with filters and slicers.
- Share
Publish a report in the Power BI Service and share it with the relevant people.

