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63 Courses in Bristol

Advanced sales skills (In-House)

By The In House Training Company

Do you hear yourself saying the same thing over and over again? Do you want to bring some new skills to your role? If you have been in a sales role for some time it is easy to fall into a comfortable pattern. This workshop will help you incorporate advanced techniques drawn from NLP, behavioural science and social psychology into your existing skills. This course will help you: Use the consultative sales process to achieve more cross-sales Employ advanced rapport-building skills Assess the buying preferences of a customer Articulate the link between customer goals and needs Identify your customer's needs and wants Use advanced questioning techniques to gather information Resist the temptation to tell when it would be better to ask Identify communication preferences Given various scenarios, present a product to the explicit need of a customer Appreciate the impact of the language used during this stage of the sale and decide what language is appropriate with a variety of customers Handle objections positively Close the sale or gain commitment to further action 1 Introduction Aims and objectives of the training Personal introductions and objectives Self-assessment of existing sales skills Overview of content 2 Understanding yourself and your customers Personal communication style and what this means in a sales situation Wants versus needs What motivates people to buy Using social media tools such as LinkedIn Managing your portfolio to maximise sales Preparing to sell 3 The sales process Overview of the consultative sales process Review personal strengths and weaknesses as a salesperson Habits of top-performing sales people Common pitfalls Articulate sales goals 4 Building rapport 11 decisions that customers make in the first 9 seconds Spotting buyer communication preferences Building rapport with a wide variety of customers Dealing with emotions Keeping control 5 Questioning and listening Assumptions and how they trip us up Structured questioning Looking for cross-sales Honing your listening skills Identifying buyers' motivation Using summaries to move the customer forward 6 Presenting products and services to customers Choosing the right time to present Using features, advantages and benefits Tailoring your presentation of products and services to match buyer preferences and motivations 7 Gaining commitment When to close Dealing with difficult customers 5 things to avoid when handling a customer objection 8 Managing your business The link between service and sales Using customer surveys Winning back lost business 9 Putting it all together Skills practice Personal learning summary and action plans

Advanced sales skills (In-House)
Delivered in Harpenden or UK Wide or OnlineFlexible Dates
Price on Enquiry

Telephone Sales - outbound (In-House)

By The In House Training Company

Telephone selling can be a challenge. It can be a pressured environment and sales professionals need to be able to maintain peak performance in order to meet - and preferably exceed - their targets. This programme will help make it easier for them. The expert trainer covers the whole process, to help participants see it from their customer's perspective. The focus is on how to use a practical understanding of sales psychology, and of the nature of the telephone sales conversation, to help make it easier for customers to buy. This programme will give your team the skills to: This course will help participants: Understand why people buy - and how that makes it easier to sell Manage the sales process better Steer their sales calls to a more positive outcome Recognise - and respond to - customer buying signals Meet and overcome objections Choose the most appropriate techniques for closing with confidence Enhance their resilience Improve their communication skills on the telephone 1 Introduction Aims and objectives Overview Self-appraisal of current skills and development areas 2 The sales approach What selling means Why selling is like nature 3 The telephone as an instrument of communication Qualities of the telephone How telephone communication differs from face-to-face Advantages and drawbacks of the telephone How to optimise selling over the telephone Communication techniques to help you stand out from the crowd 4 Creating a relationship Professional telephone etiquette Building a rapport Connecting with the customer so that they feel you are on the same wavelength 5 The structure of a sales call Opening the call - creating a positive first impression Effective questioning to gather information and establish need Identifying and presenting the features and benefits of the product or service Matching the benefits to customers' needs Recognising and responding to buying signals Anticipating, meeting and overcoming objections Closing the sale and asking for the order - different closing techniques The importance of testimonials - how to obtain them and when to use them 6 Listening skills The challenges of accurate listening How to enhance listening skills Ensuring the customer feels heard and understood through empathetic listening 7 Shaping and using a script Developing a script to increase levels of confidence Leaving the door open 8 Managing the campaign Organisation and call planning Identifying your target market group Planning who and when to call Logging constructive information 9 Personal management The importance of persistence Is there a time to back off? Stamina - optimising energy levels Bouncing back 10 Practising the new information Pulling the details together Practising in a supportive environment 11 Action planning Personal learning summary and action plan

Telephone Sales - outbound (In-House)
Delivered in Harpenden or UK Wide or OnlineFlexible Dates
Price on Enquiry

Project planning and control (In-House)

By The In House Training Company

This programme concentrates on the core planning skills needed to develop sound practical project plans in a team environment. This enables the plan to be modified should requirements change or difficulties arise. The programme also gives participants the confidence to practise those skills and apply them in the work environment and deliver their projects more successfully in the future. Participants learn fundamental project management concepts and terminology, demystifying the project management process, and, in particular, how to: Break a project down into manageable sections and ensure nothing is left out Understand and apply estimating techniques to develop realistic estimates Sequence work effectively and carry out critical path analysis to determine project duration and which tasks to pay closest attention to Manage project risk effectively to protect project value Monitor, control and re-plan the project to best keep it on track Close out the project and ensure the project comes to an orderly end 1 Introduction Self-introductions and personal objectives Course objectives Sharing of project issues 2 Project management concepts Characteristics of a project and what should be kept as operational responsibilities Understanding the triple and quadruple constraints - and their limitations Prioritising requirements through the MOSCOW technique Product v project life cycle Key project roles and responsibilities - the importance of sponsorship and clarity of roles 3 Starting a project, and the importance of the terms of reference / project brief Avoiding the pressure to 'just do it'! The importance and benefits of planning The best time to learn! Initial project documentation - the BOSCARDI approach 4 Breaking the work down Understanding alternative breakdown structures such as the product breakdown structure and work breakdown structure Guidelines for creating a work breakdown structure to ensure the full work scope is identified 5 Estimating Alternative estimating techniques and associated confidence levels Further considerations - loss and resource factors 6 Organising the work Use of network diagrams to develop a clear sequence of work Critical path analysis and calculating the project duration and task float - and usage 7 The management of project risk Understanding the nature of project risk The risk analysis and risk management processes How to best manage threats and opportunities Running a risk workshop Using the risk register 8 Scheduling the work The importance of the Gantt chart and understanding its limitations The Gantt chart layout and using alternative views such as the tracking Gantt Using alternative dependencies 9 Resource issues Assigning resources and resolving resource overloads Crashing and fast-tracking your project and potential issues to look out for 10 Controlling the project The control cycle and alternative feedback mechanisms Alternative progress reporting Assessing the impact The importance of re-planning The benefits of control Change control - the importance of impact analysis The steps of change control and the use of the issue register 11 Closing the project The project closure checklist Reviewing the project - things to avoid Developing meaningful lessons and ensuring they are applied effectively The post-project review - its importance to the organisation

Project planning and control (In-House)
Delivered in Harpenden or UK Wide or OnlineFlexible Dates
Price on Enquiry

The professional project manager (In-House)

By The In House Training Company

The aim of this programme is to provide current / prospective senior project managers with an in-depth review of the role and importance of project management in the organisation. It focuses on the strategic role of the project manager and aims to draw out the full scope of the role and how it impacts on project performance. The five key objectives of this programme are to enable the participants to: Identify the characteristics and attributes needed by project managers in ensuring the organisation is recognised as an industry leader in delivering successful projects Understand the full scope and impact of the project manager / leader's role in managing projects or programmes to maximise benefit to the business Define the hallmarks and skills required to manage significant business projects or project portfolios Develop an understanding of the skills required and their impact on the project through case study work and syndicate exercises Benefit from an effective forum for exchanging experience and fostering a sense of team spirit and mutual support between senior project managers DAY ONE 1 Introduction (Course sponsor) A vision of future opportunities and challenges The impact of project managers / leaders on future success 2 The determinants of success The contractor's perspective The client's perspective Success and failure: factors that determine the project outcome The impact of the project manager 3 Case study: Project Giotto How successful was this project? What were the primary factors that influenced the outcome? How relevant are these factors to current projects? Feedback and review 4 Project team exercise A practical exercise demonstrating the role of the project manager in managing the interfaces between the client, the project team and suppliers Review - what skills are required to be a 'world class' project manager? 5 The role of the Project Manager The role and skills of the 'world class' project manager The three key dimensions of effective project leadershipManaging influential stakeholdersManaging project performanceManaging the project team Project leadership skills appraisal (individual review) DAY TWO 6 Managing influential stakeholders Project management and the art of leadership Who are the influential stakeholders and how do they affect the project? What we need to do / not do, to build successful working relationships 7 Case study: Understanding the customer What are the likely problems the project manager will encounter? What should the project manager do to ensure an effective partnership? 8 Managing project performance Issues affecting commercial performance Joining up the project life-cycle: getting performance from inception to closure The roles of project manager, line manager and project sponsor 9 Project team exercise: Making the promise / delivering the promise An exercise demonstrating the commercial and team leadership skills needed by the project manager Review - what must the project manager do to optimise project performance? 10 Managing multi-functional project teams The challenges of building effective, multi-functional project teams Co-ordinating work across functional and organisational boundaries Maintaining strategic focus and balancing priorities 11 Making it happen Individual action planning Syndicate discussion 12 Course review and transfer planning (Course sponsor present) What will we do differently? How will we make it happen? Conclusion

The professional project manager (In-House)
Delivered in Harpenden or UK Wide or OnlineFlexible Dates
Price on Enquiry

Power BI - introduction to intermediate (2 days) (In-House)

By The In House Training Company

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

Power BI - introduction to intermediate (2 days) (In-House)
Delivered in Harpenden or UK Wide or OnlineFlexible Dates
Price on Enquiry

Successfully managing smaller projects (In-House)

By The In House Training Company

The aim of this course is to provide an overview of the principles and practice for leading and managing a portfolio of smaller projects in a multi-project / multi-task environment. It presents a range of practical methods and techniques relevant to the smaller project scenario, using exercises and case studies to show how these can be applied. The scope of the programme includes: The course also emphasises the importance of the leadership and team-working skills needed by project managers and team members in carrying out their roles. The principal training objectives for this programme are to: Explain and demonstrate the key principles of successful project management Demonstrate a range of useful project management tools and techniques Define the role, and help participants understand the skills required by, the project leader Provide a structured framework to help participants manage multiple projects Identify opportunities to improve project management within the organisation DAY ONE 1 Introduction (Course sponsor) Why this programme has been developed Review of participants' needs and objectives 2 Managing smaller projects Projects and project management Lessons from past projects; the essential requirements for success Differences between projects; characteristic project life cycles Key issues and challenges of smaller projects The multi-project world; project portfolio management 3 Project exercise Syndicate teams plan and manage a small project Review of the project exercise: What are the keys to successful management of small projects? 4 Setting up the project Getting organised Managing the definition process Identifying and managing project stakeholders Working with the customer to define the scope and agree deliverables 5 Case study 1 Defining the project scope and deliverables Syndicate teams define the scope and deliverables for a typical project 6 Project planning The importance and cost benefit of effective planning Planning the plan; deciding how detailed a plan to create Packaging the work and estimating timescales and costs Developing project / resource schedules; setting milestones for control v Identifying and managing critical path activities 7 Case study 2 Creating the project plan Syndicate teams develop and analyse the project plan DAY TWO 8 Managing project risks Identifying risks to the project outcome, timescale and cost Evaluating risks and adopting an appropriate risk strategy Defining risk ownership; keeping a simple risk log Keeping risk management up to date; staying pro-active Integrating planning and risk management 9 Project control Managing change, minimising scope creep Selecting the data needed to provide early warning of problems Monitoring performance easily with 'S' curves and slip charts Using trend forecasting to assess true project status Running project review meetings 10 Managing a multi-project portfolio Understanding the world of multiple projects Establishing ownership of project / programme management Classifying projects and creating the 'master schedule' Defining and applying project lifecycle management Resource management: essential pre-requisites and mechanisms Project prioritisation criteria and techniques; pain / gain analysis 11 Managing the multi-project team Characteristics of small project teams / part-time team membership Clarifying line and project management responsibilities Implementing effective manpower planning Establishing professional working practices in the team Developing project management competences in the team Establishing team roles and integrating team members 12 Course review and transfer planning (Course sponsor present) Identify actions to be implemented individually Identify corporate opportunities for improving project management Sponsor-led review and discussion of proposals Conclusion

Successfully managing smaller projects (In-House)
Delivered in Harpenden or UK Wide or OnlineFlexible Dates
Price on Enquiry

Contract management for practitioners (In-House)

By The In House Training Company

This two-day programme gives the key insights and understanding of contracting principles and the impact they have on business and operations. The course is designed for individuals involved in or supporting contracting who want to improve their commercial management skills; individuals in functions such as project management, business development, finance, operations who need practical training in commercial management; general audiences wanting to gain a basic understanding of commercial management. This is an assessed programme, leading to the International Association for Contracts & Commercial Management (IACCM)'s coveted Contract and Commercial Management Associate (CCMA) qualification. The programme addresses 31 different subject areas, across the five stages of the contracting process. By the end of the course the participants will be able, among other things, to: Develop robust contract plans, including scope of work and award strategies Conduct effective contracting activities, including ITT, RFP, negotiated outcomes Negotiate effectively with key stakeholders, making use of the key skills of persuading and influencing and to work with stakeholders to improve outcomes Set up and maintain contract management systems Take a proactive approach to managing contracts Make effective use of lessons learned to promote improvements from less than optimal outcomes, using appropriate templates Develop and monitor appropriate and robust Key Performance Indicators to manage the contractor and facilitate improved performance Understand the approvals process and how to develop and present robust propositions Make appropriate use of best practice contract management tools, techniques and templates DAY ONE 1 Introductions Aims Objectives Plan for the day 2 Commercial context Explaining the contracting context Define the key objective The importance of contact management Impact upon the business 3 Stakeholders How to undertake stakeholder mapping and analysis Shared vision concept, How to engage with HSE, Finance, Operations 4 Roles and responsibilities Exploring the key roles and responsibilities of contract administrators, HSE, Finance, Divisional managers, etc 5 Initiating the contract cycle Overview of the contracting cycle Requirement to tender Methods Rationale and exceptions 6 Specifications Developing robust scope of works Use of performance specifications Output based SOW 7 Strategy and award criteria Developing a robust contract strategy Award submissions/criteria 8 Managing the tender process Review the pre-qualification process Vendor registration rules and processes Creation of bidder lists Evaluation, short listing, and how to use of the 10Cs© model template and app 9 Types of contract Classify the different types of contracts Call-offs Framework agreement Price agreements Supply agreements 10 The contract I: price Understanding contract terms Methods of compensation Lump sum, unit price, cost plus, time and materials, alternative methods Cost plus a fee, target cost, gain share contracts Advanced payments Price escalation clauses DAY TWO 11 Risk How to manage risks Risk classification Mitigation of contractual risks 12 Contractor relationship management session Effectively managing relationships with contractors, Types of relationships Driving forces? Link between type of contract and style of relationship 13 Disputes Dealing with disputes Conflict resolution Negotiation Mediation Arbitration 14 Contract management Measuring and improving contract performance Using KPIs and SLAs Benchmarking Cost controls 15 The contract II: terms and conditions Contract terms and conditions Legal aspects Drafting special terms 16 Managing claims and variations How to manage contract and works variations orders Identifying the causes of variations Contractor claims process 17 Completion Contract close-out process Acceptance/completion Capture the learning/HSE Final payments, evaluation of performance 18 Close Review Final assessment

Contract management for practitioners (In-House)
Delivered in Harpenden or UK Wide or OnlineFlexible Dates
Price on Enquiry

Effective project leadership (In-House)

By The In House Training Company

The leadership role of the project manager is increasingly recognised as a key determinant in delivering success. These skills can often be critical in project situations, where tight budgets and deadlines demand the highest levels of team performance and where the working environment presents fresh challenges on a daily basis. This programme focuses on the leadership skills required of project managers and will benefit anyone involved in managing projects large or small wishing to extend or enhance those skills. The objectives of this programme are to help the participants: Understand the significance of leadership skills to the project manager and the impact of these skills on project performance Review the key skills needed to be an effective 'multi-dimensional' project leader and learn how to develop, adapt and apply them in practice Learn how to identify the preferred leadership style for the context and organisational culture of a project and how to develop personal style versatility Understand the role of the project leader in building an effective team and the skills required to promote and sustain team performance Gain a better understanding of the interpersonal skills needed to motivate individual team members and harness the full potential of the team DAY ONE 1 Introduction Aims and objectives Personal objectives 2 Project management and leadership What is a leader? How much can leadership be learned? The project environment and the impact of leadership skills The characteristics of high performance project teams and their leaders 3 Principles of effective leadership Some useful models and theories of leadership explored Types of leadership; choosing how to use leadership power Evaluating personal leadership style; how to develop style flexibility 4 Syndicate case study: Leadership in action Review of the role of leadership in a contemporary project Feedback and plenary discussion: effective project leadership 5 Team exercise: Leadership skills of the project manager Teams compete in performing a project simulation Project review and feedback Discussion of the outcome: role and skills of the project leader 6 Leadership skills for project managers The 3 dimensions of project leadership: inwards, outwards, and upwards The vital role of communication skills and how to develop them Developing a 'project vision': strategic thinking skills Understanding others; emotional intelligence skills Being a visible leader; behavioural and influencing skills Building effective relationships; the importance of trust and respect DAY TWO 7 Leading the project team The role of leadership in developing team performance Understanding individual strengths; recognising team role preferences Managing conflict and promoting positive team dynamics Setting standards, maintaining discipline and rewarding performance Harnessing team potential: building motivation within the team Promoting team learning; the team leader as coach / mentor 8 Leading through the organisation Gaining the support others; developing effective influencing skills Getting empowerment from key stakeholders Knowing when and how to take the initiative and lead Building and maintaining rapport with key partners Becoming an effective team player in leadership teams Becoming a business leader; leading colleagues and co-workers 9 Team exercise: Leadership and negotiation Teams engage in a negotiation exercise Exercise review and feedback Discussion of the outcome: negotiation skills of the project leader 10 Negotiation skills for project leaders Characteristics of effective negotiators Classic problem behaviours and mind-sets to avoid Getting to win-win; building partnership and trust 11 Leading more senior stakeholders The challenges and skills of leading and managing upwards Communicating with more senior stakeholders; building credibility Negotiating upwards: knowing when and how The role of networking skills; building and maintaining rapport Handling disagreements; the art of diplomacy Handling personality and style conflicts with more senior people

Effective project leadership (In-House)
Delivered in Harpenden or UK Wide or OnlineFlexible Dates
Price on Enquiry

Project planning and risk management (In-House)

By The In House Training Company

Many organisations find that project teams struggle to create and maintain effective plans. Estimates are often overly optimistic and risks go unmanaged until the inevitable happens. Resource managers also find it hard to forecast the likely loading on their departments and requests for support are not provided in a consistent format. This programme has been developed to address these needs in a very practical, hands-on format. Case study work can be based on simulations or on the organisation's current projects for maximum benefit to participants. The aim of this training is to develop and enhance participants' planning and risk management skills in order to maximise the success of project work undertaken by the organisation. The principal training objectives for this programme are to: Provide a structured, integrated approach to planning and risk management Demonstrate practical tools and techniques for each stage of planning Show how to organise and involve relevant people in the planning process Explain how to use the plan for forecasting and pro-active project control Identify ways to improve planning, both individually and corporately The course will emphasise the importance of participative planning techniques that improve the quality of plans whilst reducing overall time and cost of planning. The course will encourage discussion of internal procedures and practices and may be customised to include them if required. DAY ONE 1 Introduction (Course sponsor) Why this programme has been developed Review of participants' needs and objectives 2 Projects and planning Why plan? The benefits of good planning / penalties of poor planning Planning in the project lifecycle; the need for a 'living' plan The interaction between target setting and the planning process Team exercise: planning the project 3 Planning the plan Defining the application and structure of the plan Impact of planning decisions during the project lifecycle Using available time to create an effective plan 4 Defining deliverables Assessing the context; reviewing the goals and stakeholders Developing the scope and defining deliverables; scope mapping Understanding customer priorities; delivering value for money Case study: defining the project deliverables 5 Creating the work breakdown Building the work breakdown structure Detailing the tasks and sub-tasks; structured brainstorming Defining task ownership; the task responsibility matrix 6 Creating and using a logical network Developing the logical network; task boarding Determining the critical path and calculating float Accelerating the plan; concurrent programming and risk Individual and group exercises DAY TWO 7 Developing resource schedules Deriving the Gantt chart from the network Developing the detailed resource schedules Calculating the expenditure profile ('S' curve) 8 Estimating task durations and costs Understanding estimates: effort, availability and duration Estimating tools and techniques Application of estimating techniques during the project lifecycle 9 Case study Developing the project plan Refining the project plan Team presentations and discussion 10 Managing risks and refining the plan Awareness of contractual issues associated with risk Identifying and evaluating risks; deciding ownership Managing risks: determining levels of provision and contingency Controlling risks: maintaining an up-to date risk register 11 Planning for pro-active control The earned value analysis (EVA) concept and its predictive value Deriving the measures needed for cost and delivery performance Practical issues associated with implementing EVA 12 Using and maintaining the plan Tracking progress and updating the plan Publishing and controlling the plan 13 Course review and transfer planning (Course sponsor present) Identify ways of implementing the techniques learnt Sponsor-led review and discussion of proposals Conclusion

Project planning and risk management (In-House)
Delivered in Harpenden or UK Wide or OnlineFlexible Dates
Price on Enquiry

Power BI - introduction (2 day) (In-House)

By The In House Training Company

There is a lot to learn in Power BI, this course takes a comprehensive look at the fundamentals of analysing data and includes a 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 utilise the online Power BI service. It looks at authoring tools that enable you to connect to and transform data from a variety of sources, allowing you to produce detailed reports through a range of visualisations, in an interactive and dynamic way. It also includes a detailed look at formulas by writing both M functions in Power Query, and DAX functions in Desktop view. This knowledge will allow you to take your reports to the next level. The aim of this course is to provide a complete introduction to understanding the Power BI analysis process, by working hands-on with examples that will equip you with the necessary skills to start applying your learning straight away. 1 Getting Started The Power BI ecosystem Opening Power BI Desktop Power BI's four views Introduction to Dashboards 2 Importing Files Importing data sources Importing an Excel file Importing a CSV file Importing a database Connect to an SQL Server Database Import vs. Direct Query Importing from the web Importing a folder of files Managing file connections 3 Shape Data in the Query Editor The process of shaping data Managing data types Keeping and removing rows Add a custom column Appending tables together Hiding queries in reports Fixing error issues Basic maths operations 4 The Data Model Table relationships Relationship properties 5 Merge Queries Table join kinds Merging tables 6 Inserting Dashboard Visuals Things to keep in mind Inserting maps Formatting Maps Inserting charts Formatting Charts Inserting a tree map Inserting a table, matrix, and card Controlling number formats About report themes Highlighting key points Filter reports with slicers Sync slicers across dashboards Custom web visuals 7 Publish and share Reports Publishing to Power BI service Editing online reports Pinning visuals to a dashboard What is Q&A? Sharing dashboards Exporting reports to PowerPoint Exporting reports as PDF files 8 The Power Query Editor Fill data up and down Split column by delimiter Add a conditional column More custom columns Merging columns 9 The M Functions Inserting text functions Insert an IF function Create a query group 10 Pivoting Tables Pivot a table Pivot and append tables Pivot but don't aggregate Unpivot tables Append mismatched headers 11 Data Modelling Expanded Understanding relationships Mark a date table 12 DAX New Columns New columns and measures New column calculations Insert a SWITCH function 13 Introduction to DAX Measures Common measure functions Insert a SUM function Insert a COUNTROWS function Insert a DISTINCTCOUNT function Insert a DIVIDE function DAX rules 14 The CALCULATE Measure The syntax of CALCULATE Insert a CALCULATE function Control field summarisation Things of note 15 The SUMX measure X iterator functions Anatomy of SUMX Insert a SUMX function When to use X functions 16 Time Intelligence Measures Importance of a calendar table Insert a TOTALYTD function Change financial year end date Comparing historical data Insert a DATEADD function 17 Hierarchies and Groups Mine data using hierarchies Compare data in groups

Power BI - introduction (2 day) (In-House)
Delivered in Harpenden or UK Wide or OnlineFlexible Dates
Price on Enquiry