Microsoft 365 User Training Power BI and Teams Beginners

Beginners Microsoft 365 User Power BI and Teams Overview

Power BI - what are the benefits? You have imported a large amount of data from your company database into an Excel spreadsheet. You now need to share this information. Why not transform your hard to read, dry spreadsheet into a powerful interactive dashboard? Use Power BI in conjunction with Teams to create an easy to read, professional Power BI app dashboard?

Customise Teams by adding Power BI as an app to a channel. Every member of your team who has access to that channel will be able to interact with the Power BI dashboard. In that way, the users will probably come up with answers to questions you never even thought of. To be able to share Power BI reports each member of your team will need a Power BI license

What You'll Learn

Use Microsoft Power BI to:

• Create Reports
• Model Data
• Share Power BI Data

Use Microsoft Teams to:

• Manage Messages
• Manage Teams
• Work with Teams Apps
• Explore Teams Meetings
• Share a Power BI Dashboard

This Power BI and Teams course is part of our Office 365 Pick and Mix training series.

Course Duration: 1 Day

Course Prerequisites

This course is suitable for new or experienced Office users who are looking to gain a comprehensive understanding of common Office 365 Apps. Delegates attending this course should be able to:

• Use a PC or Mac or equivalent interface device
• Use the Internet and download files

To be able to share Power BI reports each member of your team will need a Power BI license

Complete Course Outline

Microsoft 365 Power BI

Introduction to Power BI

• Getting and installing Power BI
• Importing data
• Online vs desktop
• Restrictions of using the free Power BI version

Basic Data Cleaning

• Transforming data
• Removing errors
• Removing duplicates
• Ensuring correct data types

Creating a Report

• Creating a bar chart
• Creating a matrix
• Using cards to present simple data
• Filtering visuals, pages, and reports
• Navigating reports

Modeling Data

• Viewing data models
• Relating tables
• What makes a good model?

Sharing Power BI Data

• Publishing
• Exporting
• Viewing on the mobile app

Microsoft 365 Teams

Teams Basics

• Sending a message
• The etiquette of conversations
• Adding pictures to messages
• Adding hyperlinks to messages
• Using emojis
• Using memes
• Creating a poll
• Getting attention in Teams
• Creating a Teams announcement
• Sending messages to multiple channels

Managing Teams

• Adding and removing members of a team
• Changing member permissions
• Changing team settings
• Creating a channel

Working with Teams Apps

• Sharing a file
• Using version history
• Using the wiki
• Adding a tab to a channel
• Finding more apps for your team

Teams Meetings

• Scheduling a meeting
• Creating a Teams online meeting link
• Adding a virtual background
• Sharing the screen
• Recording a meeting
• Transcribing a meeting

Teams and Power BI

• Sharing a dashboard through Teams
• Adding a Power BI tab

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Post-Course Resources

• Training notes & exercise files
• Online materials: video tutorials & shortcuts
• 3 months post training support