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Power BI for beginners

This is a practical-focused beginners introduction to Power BI. It runs as a series of four interactive sessions, aiming at building a simple dashboard from a group of Excel files. It's free to access for those working in health, social care, or housing across Scotland.

Main session topics:

Session 1

  • introduction to Power BI desktop
  • getting comfortable with the interface and terminology
  • load some data
  • start visualising your data
    • Quick line graph
    • Quick summary measure

Session 2

  • data tidying
    • especially working with numeric dates
    • thinking about how to collect data for Power BI
  • calculations with data using measures

Session 3

  • visualising data using graphs
  • summarising and displaying data
  • dynamic text on the your dashboard

Session 4

  • finishing touches and storytelling
  • troubleshooting
  • publishing

Prerequisites

  • This is a beginner's course, so no previous Power BI experience is needed at all. That said, you will need good general computing skills. Excel experience is a bonus.
  • It's definitely focused on applications in health, social care, and housing, so you should have some relevant experience in any of these sectors. It is not a generic introduction to Power BI.
  • We'll be working on Power BI desktop. You'll need to arrange access to this in advance of the sessions yourself.
    • if you're an NHS Scotland employee, you'll need to be on an E5 licence to access Power BI desktop.

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