This course starts with the basics then moves seamlessly to an intermediate level. It includes a comprehensive yet balanced look at the four main components that make up Power BI Desktop: Report view, Data view, Model view, and the Power Query Editor. It also demonstrates how to use the online Power BI service. It looks at authoring tools that enables you to connect to and transform data from a variety of sources, allowing you to produce dynamic reports using a library of visualisations. Once you have those reports, the course looks at the seamless process of sharing those with your colleagues by publishing to the online Power BI service. The aim of this course is to provide a strong understanding of the Power BI analysis process, by working with real-world examples that will equip you with the necessary skills to start applying your knowledge straight away. 1 Getting started The Power BI process Launching Power BI Desktop The four views of Power BI Dashboard visuals 2 Connecting to files Connect to data sources Connect to an Excel file Connect to a CSV file Connect to a database Import vs. DirectQuery Connect to a web source Create a data table 3 Transforming data The process of cleaning data Column data types Remove rows with filters Add a custom column Append data to a table Fix error issues Basic maths operations 4 Build a data model Table relationships Manage table relationships 5 Merge queries Table join kinds Merging tables 6 Create report visualisations Creating map visuals Formatting maps Creating chart visuals Formatting chart Tables, matrixes, and cards Control formatting with themes Filter reports with slicers Reports for mobile devices Custom online visuals Export report data to Excel 7 The power query editor Fill data up and down Split columns by delimiter Add conditional columns Merging columns 8 The M formula Creating M functions Create an IF function Create a query group 9 Pivot and unpivot tables Pivot tables in the query editor Pivot and append tables Pivot but don't summarise Unpivot tables Append mismatched headers 10 Data modelling revisited Data model relationships Mark a calendar as a date table 11 Introduction to calculated columns New columns vs. measures Creating a new column calculation The SWITCH function 12 Introduction to DAX measures Common measure categories The SUM measure Adding measures to visuals COUNTROWS and DISINCTCOUNT functions DAX rules 13 The CALCULATE measure The syntax of CALCULATE Things of note about CALCULATE 14 The SUMX measure The SUMX measure X iterator functions Anatomy of SUMX 15 Introduction to time intelligence Importance of a calendar table A special lookup table The TOTALYTD measure Change year end in TOTALYTD 16 Hierarchy, groups and formatting Create a hierarchy to drill data Compare data in groups Add conditional formatting 17 Share reports on the web Publish to the BI online service Get quick insights Upload reports from BI service Exporting report data What is Q&A? Sharing your reports 18 Apply your learning Post training recap lesson
Understand the needs and benefits arising from a structured project risk management approach, the process and supporting methods for identifying analysing and responding to risks. Course overview Duration: 2 day (13 hours) Our Project Risk Management course addresses risk management throughout the project lifecycle. This course is designed for project staff, including project leaders, sponsors, project team members, support staff and functional staff involved in project activity. The workshop is especially suited to teams working on bids, feasibility and project start up. The workshop covers the need and benefits arising from a structured project risk management approach, the process and supporting methods for identifying analysing and responding to risks, human behavioural factors affecting risk management performance, and organisational interfaces and governance requirements. Objectives By the end of the course you will be able to: Describe success factors and benefits arising from effective risk management Explain human behaviour factors affecting risk management Establish the project context and conduct an initial risk assessment Define an appropriate strategy and produce a risk management plan Define risk identification strategies and apply appropriate identification methods Identify and record important risk information including ownership Establish risk probability and impact levels; produce probability impact charts and severity time charts Establish exposure levels and contingency requirements Explain the principles of quantitative analysis Define and evaluate response options Implement effective risk management process control Content Principles of risk management Terminology Purpose Success factors Benefits and overall process Human factors that impact on risk management Initiate Analyse and determine context factors relevant to risk management Develop a robust risk management strategy for the life of the project How to conduct an initial risk assessment and define an outline strategy Identification Development of a risk identification strategy Appropriate methods and their strengths and weaknesse Determine an appropriate strategy and identify risks in a given case study Animating text Slide titles Bullet points Applying animation to Slide Master Assessment Methods commonly used for assessing and prioritising risks Evaluating exposure and contingency requirement Demonstration of quantitative methods and exercises to assess risks and contingency levels Planning and implementing responses Appropriate methods for responding to risks Defining implementation and control plans Assigning ownership Defining appropriate plans Conducting net benefits analysis and examining effectiveness Manage process Organisational interfaces and specific requirements to ensure appropriate controls Improvements and compliance with governance requirements
Develop your Project Management skills and fully understand the entire project lifecycle and key activities that need to be done to deliver a successful project outcome. Course overview Duration: 2 days (13 hours) The ability to run a successful project professionally is a valuable transferrable life skill that can enhance your career and opportunities in any industry. Our Principles of Project Management course takes a pragmatic approach to managing a project successfully. It looks at the entire project lifecycle and key activities that must be done to give a successful project outcome. This course is suitable for anyone who is involved in or about to run a project – either as a full-time project leader/manager or as a part of their role. Objectives By the end of the course you will be able to: Identify 10 key principles for managing a project successfully Apply a common sense project lifecycle to a project regardless of its size or magnitude Develop robust project documentation throughout the lifecycle whilst keeping the documents to a minimum Identify the expectations of key stakeholders and develop a clear communication plan to engage with them Apply a range of planning and scheduling techniques to help manage the project timeline Produce realistic estimates to help monitor and control the project costs Manage key risks and issues associated throughout the project lifecycle Manage changes through a robust change control process Manage the Project team through the use of clearly defined Work Packages Identify and manage key areas of conflict throughout the lifecycle Content Introduction Key characteristics of projects v Business as Usual Definition of Programmes and Portfolios Project Lifecycles – A structured approach using phases Reasons why projects fail 10 principles of successful project management The Concept (Feasibility) Phase Analysing the project context / environment Stakeholder needs and requirements Content of a Business Case Differences between Benefits, Success Criteria, Success Factors and Key Performance Indicators (KPI’s) Purpose of the Project Brief The Definition (Planning) Phase Defining the Scope of a project Assigning Project roles and responsibilities Product Breakdown structures and Work Breakdown Structures Approaches to estimating Detailed planning using Gantt charts Critical path analysis Using project management software – an overview Constructing a realistic project budgets Resource allocation and optimisation Producing a Communication Plan The Implementing (Execution) Phase Delegating using a Work Package Project tracking and reporting Managing contractors Controlling changes to the project Risk and Issues management Managing conflict between stakeholders The Handover / Closure Phase Measuring project success Capturing Lessons Post project review and evaluation Benefits Realisation Transferring the deliverable into Business as Usual
Investigate and recognise the role of project sponsor and the importance of the relationship between sponsor and project manager and how this can be improved. Course overview Duration: 1 day (6.5 hours) This workshop is designed to investigate, understand and develop the role of the project sponsor. By taking elements of effective governance from the guidance published by the APM (Association for Project Management) and Axelos Managing Successful Programmes, an improved project sponsor capability can be developed. The workshop will also explore the importance of the relationship between sponsor and project manager and how this can be improved. Whilst predominately designed for the project sponsor role, there is provision for a discussion with project manager representatives to agree an action plan to improve the delivery of projects within an organisation. Objectives By the end of the course you will be able to: Describe and commit to the role of the Project Sponsor Identify the key principles of governance that can contribute to success Describe the environment in which the projects are delivered Explain the financial and resource constraints within the project environment Define the criteria used for project selection Identify the expectations of key stakeholders and develop a clear communication plan to engage with them Identify and resolve areas of conflict Describe the relationship with the Project Manager Create an effective environment and relationship for project success Content Introduction The Project Environment The Principles of Governance The background to the training Roles The Project Sponsor The Project Manager The Project Board Sponsor responsibilities Defining Project Selection Criteria and Prioritisation Business Case and Justification Finance and Funding Resourcing the projects Stakeholder Engagement Project Governance Resolving conflict between stakeholders Benefits Realisation Capitalising the lessons learned during project reviews Delivering success The relationship with the Project Manager and team Action Plan for the future The workshop will use case studies drawn from previous client projects, both successful and less successful.
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Novice Forklift Training Counter Balance Training Forklift Training Crane Training MEWP Training
Managing for Growth is designed for anyone who has management and leadership responsibilities within an organisation. Suitable for newly promoted managers, team leaders and supervisors through to senior managers; the objective of the programme is to develop a culture that will translate strategy into measurable outcomes by engaging these leaders to facilitate change and innovation. The programme is extremely effective at giving managers the tools and skills to deliver sustainable change and business growth. It's also been proven to reduce costs and increase profit – even before the programme has ended. Managing for Growth is built upon three aspects common to every job: Managing Resources. Ensuring that the resources available are appropriate for the tasks for which they are required and are being used effectively. Learning how to control and coordinate a mix of available resources for maximum efficiency. Managing Relationships. Positively influencing people’s behaviour in order to motivate them and promote effective working. Focusing on listening skills, we share ways to improve communication and teamwork to get the best from both internal and external relationships. Controlling Routines. Investigating the processes/systems/routines/series of actions that are linked together to achieve a desired outcome. Recognising the importance of controlling, developing, simplifying and following routines. Managing for Growth shows your team leaders, supervisors and managers how to cultivate a culture of teamwork and continuous improvement within your organisation. Focus for Action Throughout the programme the participants take part in work-based activities that will cause them to evaluate every aspect of their job and identify areas for improvement. By the end of the programme, the participants act on these action lists and implement improvement projects that will deliver measurable results. Continuous Improvement Managing for Growth sets the framework for continuous improvement by transferring skills and knowledge enabling your team leaders to translate organisational strategies into real, measurable outcomes. Format Designed for groups of up to 6 people, the programme is spread over 4 months with the first 7 sessions being held every 2 weeks and the final session a month later. Each session lasts approximately 2 hours.
This course is very much a discussion, so be prepared to present and critically analyse your own and class mates work. You will also need to bring a few examples of work you have done in the past. Learning and applying best practice visualisation principles will improve effective discussions amongst decision makers throughout your organisation. As a result more end-users of your dashboards will be able to make better decisions, more quickly. This 2 Day training course is aimed at analysts with good working knowledge of BI tools (we use Tableau to present, but attendees can use their own software such as Power BI or Qlik Sense). It is a great preparation for taking advanced certifications, such as Tableau Certified Professional. Contact us to discuss the Visual Analytics Best Practice course Email us if you are interested in an on-site course, or would be interested in different dates and locations This Tableau Desktop training intermediate course is designed for the professional who has a solid foundation with Tableau and is looking to take it to the next level. Attendees should have a good understanding of the fundamental concepts of building Tableau worksheets and dashboards typically achieved from having attended our Tableau Desktop Foundation Course. At the end of this course you will be able to communicate insights more effectively, enabling your organisation to make better decisions, quickly. The Tableau Desktop Analyst training course is aimed at people who are used to working with MS Excel or other Business Intelligence tools and who have preferably been using Tableau already for basic reporting. The course includes the following topics: WHAT IS VISUAL ANALYSIS? Visual Analytics Visual Analytics Process Advantages of Visual Analysis Exercise: Interpreting Visualisations HOW DO WE PROCESS VISUAL INFORMATION? Memory and Processing Types Exercise: Identifying Types of Processing Cognitive Load Exercise: Analysing Cognitive Load Focus and Guide the Viewer Remove Visual Distractions Organise Information into Chunks Design for Proximity Exercise: Reducing Cognitive Load SENSORY MEMORY Pre-attentive Attributes Quantitatively-Perceived Attributes Categorically-Perceived Attributes Exercise: Analysing Pre-attentive Attributes Form & Attributes Exercise: Using Form Effectively Colour & Attributes Exercise: Using Colour Effectively Position & Attributes Exercise: Using Position Effectively ENSURING VISUAL INTEGRITY Informing without Misleading Gestalt Principles Visual Area Axis & Scale Colour Detail Exercise: Informing without Misleading CHOOSING THE RIGHT VISUALISATION Comparing and Ranking Categories Comparing Measures Comparing Parts to Whole Viewing Data Over Time Charts Types for Mapping Viewing Correlation Viewing Distributions Viewing Specific Values DASHBOARDS AND STORIES Exercise: Picking the Chart Type Exercise: Brainstorming Visual Best Practice Development Process for Dashboards and Stories Plan the Visualisation Create the Visualisation Test the Visualisation Exercise: Designing Dashboards and Stories This training course includes over 20 hands-on exercises to help participants “learn by doing” and to assist group discussions around real-life use cases. Each attendee receives an extensive training manual which covers the theory, practical applications and use cases, exercises and solutions together with a USB with all the materials required for the training. The course starts at 09:30 on the first day and ends at 17:00. On the second day the course starts at 09:00 and ends at 17:00. Students must bring their own laptop with an active version of Tableau Desktop 10.5 (or later) pre-installed. What People Are Saying About This Course "Steve was willing to address questions arising from his content in a full and understandable way"Lisa L. "Really enjoyed the course and feel the subject and the way it was taught was very close to my needs"James G. "The course tutor Steve was incredibly helpful and taught the information very well while making the two days very enjoyable."Bradd P. "The host and his courses will give you the tools and confidence that you need to be comfortable with Tableau."Jack S. "Steve was fantastic with his knowledge and knowhow about the product. Where possible he made sure you could put demonstrations in to working practice, to give the audience a clear understanding."Tim H. "This was a very interesting and helpful course, which will definitely help me produce smarter, cleaner visualisations that will deliver more data-driven insights within our business."Richard A. "Steve is very open to questions and will go out of his way to answer any query. Thank you"Wasif N. "Steve was willing to address questions arising from his content in a full and understandable way"Lisa L. "Really enjoyed the course and feel the subject and the way it was taught was very close to my needs"James G.
This Tableau Desktop Training course is a jumpstart to getting report writers and analysts with little or no previous knowledge to being productive. It covers everything from connecting to data, through to creating interactive dashboards with a range of visualisations in two days of your time. For Private options, online or in-person, please send us details of your requirements: This Tableau Desktop Training course is a jumpstart to getting report writers and analysts with little or no previous knowledge to being productive. It covers everything from connecting to data, through to creating interactive dashboards with a range of visualisations in two days of your time. Having a quick turnaround from starting to use Tableau, to getting real, actionable insights means that you get a swift return on your investment of time and money. This accelerated approach is key to getting engagement from within your organisation so everyone can immediately see and feel the impact of the data and insights you create. This course is aimed at someone who has not used Tableau in earnest and may be in a functional role, eg. in sales, marketing, finance, operations, business intelligence etc. The course is split into 3 phases and 9 modules: PHASE 1: GET READY MODULE 1: LAUNCH TABLEAU Check Install & Setup Why is Visual Analytics Important MODULE 2: GET FAMILIAR What is possible How does Tableau deal with data Know your way around How do we format charts Dashboard Basics – My First Dashboard MODULE 3: DATA DISCOVERY Connecting to and setting up data in Tableau How Do I Explore my Data – Filters & Sorting How Do I Structure my Data – Groups & Hierarchies, Visual Groups How Tableau Deals with Dates – Using Discrete and Continuous Dates, Custom Dates Phase 2: GET SET MODULE 4: MAKE CALCULATIONS How Do I Create Calculated Fields & Why MODULE 5: MAKE CHARTS Charts that Compare Multiple Measures – Measure Names and Measure Values, Shared Axis Charts, Dual Axis Charts, Scatter Plots Showing Relational & Proportional Data – Pie Charts, Donut Charts, Tree Maps MODULE 6: MAKE TABLES Creating Tables – Creating Tables, Highlight Tables, Heat Maps Phase 3: GO MODULE 7: ADD CONTEXT Reference Lines and Bands MODULE 8: MAKE MAPS Answering Spatial Questions – Mapping, Creating a Choropleth (Filled) Map MODULE 9: MAKE DASHBOARDS Using the Dashboard Interface Dashboard Actions This training course includes over 25 hands-on exercises and quizzes to help participants “learn by doing” and to assist group discussions around real-life use cases. Each attendee receives a login to our extensive training portal which covers the theory, practical applications and use cases, exercises, solutions and quizzes in both written and video format. Students must use their own laptop with an active version of Tableau Desktop 2018.2 (or later) pre-installed. What People Are Saying About This Course “Excellent Trainer – knows his stuff, has done it all in the real world, not just the class room.”Richard L., Intelliflo “Tableau is a complicated and powerful tool. After taking this course, I am confident in what I can do, and how it can help improve my work.”Trevor B., Morrison Utility Services “I would highly recommend this course for Tableau beginners, really easy to follow and keep up with as you are hands on during the course. Trainer really helpful too.”Chelsey H., QVC “He is a natural trainer, patient and very good at explaining in simple terms. He has an excellent knowledge base of the system and an obvious enthusiasm for Tableau, data analysis and the best way to convey results. We had been having difficulties in the business in building financial reports from a data cube and he had solutions for these which have proved to be very useful.”Matthew H., ISS Group