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Learn to build an HR Dashboard using Excel with our comprehensive course. From data introduction to designing index and tabs, analyze employee data effectively using pivot tables and charts. Ideal for HR professionals and analysts looking to create insightful dashboards for HR metrics and analysis.

Power BI is a powerful data visualisation program that allows businesses to monitor data, analyse trends, and make decisions. This course is designed to provide a solid understanding of the reporting side of Power BI, the dashboards, where administrators, and end users can interact with dynamic visuals that communicates information. This course focuses entirely on the creation and design of visualisations in dashboards, including a range of chart types, engaging maps, and different types of tables. Designing dashboards with KPI's (key performance indicators), heatmaps, flowcharts, sparklines, and compare multiple variables with trendlines. This one-day programme focuses entirely on creating dashboards, by using the many visualisation tools available in Power BI. You will learn to build dynamic, user-friendly interfaces in both Power BI Desktop and Power BI Service. 1 Introduction Power BI ecosystem Things to keep in mind Selecting dashboard colours Importing visuals into Power BI Data sources for your analysis Joining tables in Power BI 2 Working with data Utilising a report theme Table visuals Matrix visuals Drilling into hierarchies Applying static filters Group numbers with lists Group numbers with bins 3 Creating visuals Heatmaps in Power BI Visualising time-intelligence trends Ranking categorical totals Comparing proportions View trends with sparklines 4 Comparing variables Insert key performance indicators (KPI) Visualising trendlines as KPI Forecasting with trendlines Visualising flows with Sankey diagrams Creating a scatter plot 5 Mapping options Map visuals Using a filled map Mapping with latitude and longitude Mapping with ArcGIS or ESRI 6 Creating dashboards High-level dashboard Migration analysis dashboard Adding slicers for filtering Promote interaction with nudge prompts Searching the dashboard with a slicer Creating dynamic labels Highlighting key points on the dashboard Customised visualisation tooltips Syncing slicers across pages 7 Sharing dashboards Setting up and formatting phone views Exporting data Creating PDF files Uploading to the cloud Share dashboards in SharePoint online

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

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

This course is designed for those already using Power BI Desktop and are ready to work with more comprehensive elements of analysing and reporting in Power BI. The course maintains a balanced look at data analysis including the Power Query Editor, with a deep dive into writing DAX formulas, and enhanced dashboard visualisations. The aim of this course is to provide a more complete understanding of the whole Power BI analytics process, by working with business examples that will equip you with the necessary skills to output comprehensive reports and explore Power BI's analytical capabilities in more depth. 1 The Query Editor Grouping rows in a table Split row by delimiter Add days to determine deadlines The query editor 2 Fuzzy Matching Joins Matching inconsistencies by percentage Matching with transformation table 3 The Query Editor M Functions Adding custom columns Creating an IF function Nested AND logics in an IF function 4 DAX New Columns Functions Including TRUE with SWITCH Using multiple conditions The FIND DAX function The IF DAX function Logical functions IF, AND, OR 5 Editing DAX Measures Making DAX easier to read Add comments to a measure Using quick measures 6 The Anatomy of CALCULATE Understanding CALCULATE filters Add context to CALCULATE with FILTER Using CALCULATE with a threshold 7 The ALL Measure Anatomy of ALL Create an ALL measure Using ALL as a filter Use ALL for percentages 8 DAX Iterators Anatomy of iterators A closer look at SUMX Using RELATED with SUMX Create a RANKX RANKX with ALL 9 Date and Time Functions Overview of functions Create a DATEDIFF function 10 Time Intelligent Measures Compare historical monthly data Create a DATEADD measure Creating cumulative totals Creating cumulative measures Visualising cumulative totals 11 Visualisations In-Depth Utilising report themes Applying static filters Group data using lists Group numbers using bins Creating heatmaps Comparing proportions View trends with sparklines 12 Comparing Variables Visualising trendlines as KPI Forecasting with trendlines Creating a scatter plot Creating dynamic labels Customised visualisation tooltips Export reports to SharePoint

This course starts with data transformation strategies, exploring capabilities in the Power Query Editor, and data-cleansing practices. It looks at the Advanced Query Editor to view the M language code. This course focuses on advanced DAX measures that include filtering conditions, with a deep dive into time intelligence measures. Like the M query language, DAX is a rich functional language that supports variables and expression references. This course also looks at the creation of dynamic dashboards and incorporates a range of visualisations available in Power BI Desktop and online in the AppSource. The course finishes with a look at setting up end user level security in tables. 1 The query editor Split by row delimiter AddDays to determine deadlines Advanced query editor 2 Fuzzy matching joins Matching inconsistencies by percentage Matching with transformation table 3 Logical column functions Logical functions IF, AND, OR Using multiple conditions Including FIND in functions 4 Editing DAX measures Make DAX easier to read Add comments to a measure Using quick measures 5 The anatomy of CALCULATE Understanding CALCULATE context filters Adding context to CALCULATE with FILTER Using CALCULATE with a threshold 6 The ALL measure Anatomy of ALL Create an ALL measure Using ALL as a filter Use ALL for percentage 7 DAX iterators Anatomy of iterators A closer look at SUMX Using RELATED in SUMX Create a RANKX RANKX with ALL 8 Date and time functions Overview of functions Create a DATEDIFF function 9 Time intelligent measures Compare historical monthly data Create a DATEADD measure Creating cumulative totals Creating cumulative measures Visualising cumulative totals 10 Visualisations in-depth Utilising report themes Create a heatmap Comparing proportions View trends with sparklines Group numbers using bins Setting up a histogram 11 Comparing variables Visualising trendlines as KPI Forecasting with trendlines Creating a scatter plot Creating dynamic labels Customised visualisation tooltips Export reports to SharePoint 12 User level security Setting up row level security Testing user security

Duration 1 Days 6 CPD hours This course is intended for This course is intended for individuals who want to improve their phone skills. Overview Upon successful completion of this course, students will be more confident in handling the phone, resulting in new customers while retaining current clientele. In this course, students will learn about different types of calls and the etiquette associated with them. Getting Started Housekeeping Items Pre-Assignment Review Workshop Objectives The Parking Lot Action Plan Aspects of Phone Etiquette Phrasing Tone of Voice Speaking Clearly Listen to the Caller Case Study Using Proper Phone Language Please and Thank You Do Not Use Slang Avoid Using the Term ?You? Emphasize What You Can Do, Not What You Can?t Case Study Eliminate Phone Distractions Avoid Eating or Drinking Minimize Multi-Tasking Remove Office Distractions Do Not Let Others Interrupt Case Study Inbound Calls Avoid Long Greeting Messages Introduce Yourself Focus on Their Needs Be Patient Case Study Outbound Calls Be Prepared Identify Yourself and Your Company Give Them the Reason for the Call Keep Caller Information Private Case Study Handling Rude or Angry Callers Stay Calm Listen to the Needs Never Interrupt Identify What You Can Do For Them Handling Interoffice Calls Transferring Calls Placing Callers on Hold Taking Messages End the Conversation Case Study Handling Voicemail Messages Ensure the Voice Mail Has a Proper Greeting Answer Important Messages Right Away Ensure Messages are Delivered to the Right Person When Leaving A Message for Others... Case Study Methods of Training Employees Group Training One-on-One Training Peer Training Job Shadowing Case Study Correcting Poor Telephone Etiquette Screening Calls Employee Evaluations Peer Monitoring Customer Surveys Case Study Wrapping Up Words From The Wise Review Of The Parking Lot Lessons Learned Recommended Reading Completion Of Action Plans And Evaluations

Learn how to use this powerful tool to import and clean data and create some amazing visuals. Course overview Duration: 2 days (13 hours) Power BI Desktop is a powerful tool for working with your data. It enables you to import multiple data sources and create effective visualisations and reports. This course is an introduction to Power BI to get you started on creating a powerful reporting capability. You should have a good working knowledge of Excel and managing data before attending. Objectives  By the end of the course you will be able to: Import data from multiple data sources Edit and transform data before importing Create reports Create different visualisations Create data models Build data relationships Use the drill down features Create measures Use the Power BI Service Build dashboards Use the mobile app Content Essentials Importing Data Power BI Overview Data sources Importing data Transforming Your Data Editing your data Setting data types Removing columns/rows Choosing columns to keep Setting header rows Splitting columns Creating Reports Creating and saving reports Adding pages Renaming pages Interactivity Refreshing your data Adding Columns Columns from example Custom columns Conditional columns Append Queries Importing folders Setting up and using append queries Creating Chart Visualisations Adding chart elements Choosing chart types Setting properties Setting values, axis and legends Using tooltips Visual filters Setting page and report filters Creating Tables, Cards, Gauges and Maps Adding table elements Adding maps Working with cards Working with matrices KPIs and Gauges Conditional Formatting Setting rules Removing conditional formatting   Working with Data Models Merge Queries Setting up and using merge queries Merging in columns of data Creating a Data Model The data model Multiple data tables Connecting tables Building relationships Relationship types Building visuals from multiple tables Unpivoting Data Working with summary data Unpivoting data Using Hierarchies Using built in hierarchies Drill down Drill up See next level Expand a hierarchy Create a new hierarchy Grouping Grouping text fields Grouping date and number fields Creating Measures DAX functions DAX syntax Creating a new measure Using quick measures Using the PowerBI Service Shared workspaces My workspace Dashboards Reports Datasets Drill down in dashboards Focus mode Using Q&A Refreshing data Using Quick Insights Power BI Mobile App Using the Power BI Mobile App

Expand your Power BI knowledge and take your reports to the next level. Course overview Duration: 1 day (6.5 hours) This course is aimed at existing users who want to expand their skills to use advanced reporting techniques and use DAX to create calculated columns and measures. Participants should have either attended our Power BI – Introduction course or have equivalent knowledge. You should be able to import and transform data and create simple reports. Objectives  By the end of the course you will be able to: Import and connect data tables Create and use date calendars Create calculated columns Create and use measures Use drill down and drill through Create Tooltip pages Add and customise slicers Add action buttons Streamline your report for use in the Power BI Service Content Review of importing and loading data Importing data Transforming data Adding custom columns Creating data models Building visuals Creating date calendars Building date tables Creating Financial Year information Including Month and Day information Creating calculated columns Power Query custom columns vs DAX columns Creating DAX calculated columns Creating measures Implicit vs Explicit Measures Building measures Using DAX Common DAX functions Drill Down vs Drill Through Review of drill down Creating drill through pages Using drill through Creating ToolTips Pages Adding pages to use for Tooltips Linking ToolTip pages to visuals Using action buttons Adding images Adding buttons Setting actions Working with slicers Adding slicers Changing slicer settings Syncing slicers between pages Showing what has been sliced Setting slicer interactions Techniques in the Power BI Service Hiding the navigation bar Stopping users manually filtering