Master Power BI Fundamentals Workshop

Microsoft 365 admins often face challenges turning raw data into actionable insights. Spreadsheets overload with manual charts. Reports take hours to update.

In this interactive 5-hour workshop, Nick Brattoli (Microsoft MVP and independent Microsoft 365 consultant) leads participants through building a complete Power BI report from scratch. You follow along with exercises using provided Excel files and SharePoint lists. Expect demos, Q&A, breaks, and time for your own data.

What You Will Learn

- Installing prerequisites including Power BI Desktop, Office 365 tenant, and SharePoint site

- Setting up a Power BI workspace and accessing shared resources like sample PBIX files and slide decks

- Connecting to data sources such as Excel files and SharePoint lists

- Cleaning and transforming data to ensure it works correctly for analysis

- Implementing time intelligence features for date-based calculations

- Creating relationships between tables to enable accurate data modeling

- Building reports with visualizations and basic DAX measures for interactivity

Key Takeaways

1. Prioritise data preparation early. Nick emphasises cleaning data first to avoid issues later in modeling and reporting, saving hours of troubleshooting.

2. Use workspaces for collaboration. Set up dedicated Power BI workspaces with Pro licenses to publish and share reports securely within your tenant.

3. Start simple with relationships. Build table relationships before visuals to ensure measures calculate correctly across datasets.

4. Leverage provided resources. Download the slide deck, Excel files, and sample report from the shared folder to replicate and extend the workshop project.

About the Speaker

Nick Brattoli is an independent consultant focused on Microsoft 365 solutions, including Power BI. As a Microsoft MVP, he has delivered numerous Power BI workshops and helps organisations implement data-driven reporting.

Who Should Watch This

This workshop suits Microsoft 365 admins, IT pros, and power users new to Power BI or needing a structured refresher on fundamentals. You gain the most if you have basic Excel skills but struggle with data modeling, relationships, or publishing reports. Follow along requires Power BI Desktop and an O365 trial tenant.

Skip if you routinely build complex DAX queries or use Premium features. Advanced users may find the pace too introductory, though the emphasis on clean data and workspaces offers governance reminders for teams.