793 Relationships courses in Banstead delivered Live Online

Refresh and revitalise your sales teams with a bespoke sales training programme that’s designed to lift their skills and motivation. Our sales experts use learner-centred and coaching methodologies to provide top tips to make a difference to success rates and relationships straight away. Stripped-back sales skills with sensational results, a bespoke course may include: Applying the steps of any sales cycle to your market Communication and relationship building Qualifying and questioning skills Prospecting and pre-call planning Making a pitch Emotional intelligence in sales Objection handling Closing the deal

Recognising the value of, and practising, clear and open communication at all levels is the first step to improving performance, whether at an individual, team, management, leadership or organisational level. We all know this, but why is it so difficult? This unique programme will make it much, much easier for you by giving you a robust framework to use - and the opportunity to practise your skills in a safe, supportive environment. It will help you have conversation that deliver tangible results. The programme will help you: Overcome the barriers to effective performance conversations Handle feedback conversations effectively Improve working relationships with your staff Set realistic expectations and targets (and get 'buy-in' for them) Improve your communication style Plan and prepare for honest conversations in the workplace 1 What is an honest conversation? Why don't we have them more often? What stops us? The cost of not having them 2 The feedback conversation Dealing with the impact of feedback conversations 3 Preparing for conflict 4 Effective working relationships 5 The expectations conversation 6 The targets conversation 7 Your communication styles 8 Planning and preparing for an honest conversation 9 Giving and receiving feedback skills

This course will help you and your employees gain the necessary vocabulary, grammar, and conversational abilities from our qualified instructors. Additionally, our interactive lessons and hands-on activities will improve your BSL proficiency and comprehension. This Course At A Glance Live Zoom classes with an expert BSL tutor, Adam Linsdell. Gain an extensive understanding of deaf awareness. Acquire knowledge of several commonly used vocabulary words. CPD Accredited certificates are recognized by employers and professional organisations. Enhance your communication skills through practical exercises. BSL Training Course Overview This BSL training course, CPD certified workplace oriented classes, is an immersive 18-hour duration (3 hours per week) course designed to enhance your communication skills with deaf colleagues and customers in a specific workplace setting. This comprehensive program will equip you with the necessary tools to establish effective interactions and bridge the communication gap. Throughout the course, you will learn essential vocabulary, grammar, and conversational skills in British Sign Language (BSL). Additionally, you will gain insights into deaf culture and develop a deeper understanding of the challenges faced by individuals with hearing impairments in the workplace. By the end of this course, you will be able to confidently communicate using BSL and contribute to a more inclusive and accessible work environment. BSL Training for Workplace, Autumn 2025 Please book your place in advance Weekly via Zoom Online Live Class. You can attend the class online from home/workplace. Total Duration: 18 Hours Class Starts: August 08, 2025-October 10, 2025 Day & Time: 10:00 am – 12:00 pm (Thursday, 2 hours per week) Venue: Zoom Online Teacher: Adam Linsdell Who should take this course? BSL for the Workplace is perfect for individuals, employees, large or small businesses. Those who are seeking to improve their communication with deaf colleagues and customers in their professional environment can opt for this course. Whether you work in health and healthcare, retail and shopping, hospitality, cultural settings, or public services, this course will provide you with the skills needed to connect and engage with the deaf community. Learning Outcomes: Upon completing the BSL for the Workplace course, participants will achieve the following learning outcomes: Learn fingerspelling alphabets and words with accuracy Develop simple conversations and confidently ask questions on a range of everyday topics Fostering meaningful interactions with deaf colleagues and customers. Demonstrate basic vocabulary related to various topics, allowing for effective expression of ideas and needs. Discover workplace-specific vocabularies relevant to their professional setting Help you engage in specialised conversations and enhance workplace communication. Invest in your communication skills and create an inclusive workplace environment. Enrol in a BSL training course CPD certified workplace oriented classes today and unlock new opportunities for effective communication with the deaf community. Course Curriculum Greetings Learn essential BSL greetings to initiate conversations and create a welcoming atmosphere. These greetings include basic phrases such as “hello,” “good morning,” “how are you?” and more which are essential for establishing rapport and building relationships with deaf individuals. The BSL Alphabet and Fingerspelling Master the BSL alphabet and develop the ability to fingerspell words accurately, enabling effective communication of names, technical terms, and unfamiliar vocabulary. This skill is particularly useful in situations where there may be unfamiliar vocabulary or technical terms that need to be spelled out. Meeting People / Questions Enhance your conversational skills by learning how to introduce yourself, engage in small talk, and ask questions in BSL. These skills will allow you to confidently interact with Deaf individuals and create meaningful connections. Additionally, understanding how to ask questions in BSL will enable you to gather information and participate actively in conversations. Numbers and Number Related Vocabulary Acquire the knowledge to express age, money, and dates accurately in BSL, enabling seamless interactions in various contexts. Mastering numbers and number-related vocabulary in BSL will also help you navigate everyday situations such as shopping, making appointments, and discussing schedules. Being able to accurately express age, money, and dates will enhance your ability to communicate effectively and independently in the Deaf community. Transport / Travel Explore BSL vocabulary related to transportation and travel, enabling you to provide clear directions and discuss travel arrangements. You will learn signs for different modes of transportation such as cars, buses, trains, and aeroplanes, as well as how to ask for and give directions. Additionally, you will be able to discuss travel plans, including booking tickets and discussing itineraries. Telling the Time / Calendar Develop proficiency in expressing time and discussing calendar events in BSL, ensuring effective scheduling and time management. You will also become familiar with discussing different calendar events such as birthdays, holidays, and appointments. This will enable you to effectively manage your schedule and plan your activities accordingly. Weather Expand your vocabulary to discuss weather conditions, enabling you to engage in casual conversations and make relevant inquiries. This skill will also allow you to understand weather forecasts and prepare for any upcoming changes in the weather. Colours Learn the BSL signs for various colours, facilitating discussions about visual elements and enhancing your ability to describe objects accurately. This knowledge will enable you to express yourself more effectively and engage in a wider range of conversations. Describing People Develop the skills to describe individuals’ appearance and characteristics in BSL, allowing you to effectively communicate observations and share information. This skill will not only enhance your ability to interact with deaf individuals but also improve your overall communication skills. Additionally, being able to describe people accurately in BSL can help you navigate social situations and build stronger connections with others. Directions Master directional vocabulary in BSL, empowering you to provide clear instructions and navigate through spaces confidently. This skill will also boost your confidence when navigating unfamiliar spaces, as you will have the ability to clearly communicate directions and understand them yourself. Workplace-Specific Vocabulary Discover workplace-specific vocabulary tailored to your professional setting, such as health and healthcare, retail and shopping, hospitality, cultural settings, and public services. Use this vocabulary to develop simple conversations and strengthen your workplace communication skills. Recognised Accreditation This course is accredited by continuing professional development (CPD). CPD UK is globally recognised by employers, professional organisations, and academic institutions, thus a certificate from CPD Certification Service creates value towards your professional goal and achievement. CPD certificates are accepted by thousands of professional bodies and government regulators here in the UK and around the world. Many organisations look for employees with CPD requirements, which means, that by doing this course, you would be a potential candidate in your respective field. Certificate of Achievement Certificate of Achievement from Lead Academy After successfully completing the live training, you will be eligible to receive your certificate of achievement as proof of your new skill. The certificate of achievement is an official credential that confirms that you successfully finished a course with Lead Academy. Certificate can be obtained in PDF version as well as hardcopy version at a free of cost.

Duration 2 Days 12 CPD hours This course is intended for Authors Overview Please refer to course overview This course teaches experienced authors advanced report building techniques to enhance, customize, manage, and distribute reports. Additionally, the student will learn how to create highly interactive and engaging reports that can be run offline by creating Active Reports. Create query models Build a query and connect it to a report Answer a business question by referencing data in a separate query Create reports based on query relationships Create join relationships between queries Combine data containers based on relationships from different queries Create a report comparing the percentage of change Introduction to dimensional reporting concepts Examine data sources and model types Describe the dimensional approach to queries Apply report authoring styles Introduction to dimensional data in reports Use members to create reports Identify sets and tuples in reports Use query calculations and set definitions Dimensional report context Examine dimensional report members Examine dimensional report measures Use the default measure to create a summarized column in a report Focus your dimensional data Focus your report by excluding members of a defined set Compare the use of the filter() function to a detail filter Filter dimensional data using slicers Calculations and dimensional functions Examine dimensional functions Show totals and exclude members Create a percent of base calculation Create advanced dynamic reports Use query macros Control report output using a query macro Create a dynamic growth report Create a report that displays summary data before detailed data and uses singletons to summarize information Design effective prompts Create a prompt that allows users to select conditional formatting values Create a prompt that provides users a choice between different filters Create a prompt to let users choose a column sort order Create a prompt to let users select a display type Examine the report specification Examine report specification flow Identify considerations when modifying report specifications Customize reporting objects Distribute reports Burst a report to email recipients by using a data item Burst a list report to the IBM Cognos Analytics portal by using a burst table Burst a crosstab report to the IBM Cognos Analytics portal by using a burst table and a master detail relationship Enhance user interaction with HTML Create interactive reports using HTML Include additional information with tooltips Send emails using links in a report Introduction to IBM Cognos Active Reports Examine Active Report controls and variables Create a simple Active Report using Static and Data-driven controls Change filtering and selection behavior in a report Create interaction between multiple controls and variables Active Report charts and decks Create an Active Report with a Deck Create an Active Report with 11.0 visualizations

LOOKING FOR: YA/NA FANTASY, SFF, HORROR, ADULT FICTION John Baker (he/him) joined the Bell Lomax Moreton agency in 2019, cultivating a list shaped around his passion for science fiction, fantasy, and horror, though has lately also branched out into action/adventure fiction. John focuses on authors writing in the Adult, New Adult, and YA spaces. John leads the wider agency's film & TV desk, is the Secretary of the Association of Author’s Agents, and the co-chair of the AAA’s Bridge Committee. He also serves on the Kingston University MA Publishing Advisory Board. Under the umbrella of speculative fiction, John is looking for fantasy, science fiction, horror, romantasy, or literary speculative fiction. He has built a reputation as a champion of underrepresented voices and stories, be it from creators hailing from the global majority and their diasporas or neurodiverse authors, and naturally gravitates towards this kind of storytelling. In short, if he’s never read a story like yours before, he wants to see it. Adult fantasy: John loves beefy epic fantasy, especially non-Anglo Christian-inspired. Give him an immersive world, a fresh magical or mythic system, and an exciting cast of characters and he’ll be happy. He is a broad church in the genre so loves a political fantasy, swords and sorcery, courtly intrigue, monster hunting and dastardly villains. John is keen to find an urban fantasy that feels fresh and fun and he’s a sucker for a heroic quest narrative. He’s also very open to fantasy that isn’t easily categorised, but it is playing in that world. John is keenly hunting for more historical fantasy, especially inspired by modern history. He’s had fun with mythological retellings in the past, but as ever, let’s make sure it’s shining the spotlight on new stories. He would also love fantasy that centres on types of relationships less celebrated in fantasy, such as established and secure married couples, or siblings. NA/YA fantasy: In this genre, most importantly, John wants to have a good time, whether it’s swoon-worthy kisses in lush ball gowns, or gruesome gore and monsters, so send him pacy, plot-filled adventures. He’d love more books that teenage boys would love: Skullduggery Pleasant forever! Romantasy: The thriving new romantasy genre comes with its own set of challenges, so John wants to know what makes your romantasy different; what will set it out from the (very crowded!) market. Give it completely barmy stakes, cool and unique new settings, or a love story that will make your jaw drop. To be clear, he’s happily sorted for a human person meets a fae creature in the spooky woods. Also, cosmic romance is the genre of the future. Give him romantasy in space. Easy. Horror: John and horror are old friends. He loves horror inspired by myth and folklore, subversive weird horror that leaves your eyebrows in your hairline, historical horror that pulls from ghastly true stories, and anything that you’ll be reading with the light on. He also loves a gothic element and is particularly looking for horror with a strong romantic throughline, fun YA horror, and female & NB horror authors. Science fiction: SF is coming back! And John has been shouting about that. He loves to see an adventurous found-family romp through space or an epic, crunchy space opera. Speculative near-future is fun too, in the vein of Black Mirror’s more uplifting episodes, (e.g. San Junipero). He loves YA science fiction as well; the more creative the better. Literary: John is open to finding more rich magical realism or something character-led yet supernatural and would love a high-concept mystery, in the vein of Stuart Turton. He also loves spec fic that uses the speculative lightly as a way of confronting a deeper truth in society today. Weird stuff: John wants books that will blow people’s minds and defy categorisation. This is hard to describe, but think Gideon The Ninth, The Library At Mount Char, This Is How You Lose The Time War. John loves a pitch that leaves the editors baffled but intrigued. Action/Adventure, Historical Adventure, Espionage: John is branching out into non-speculative adventures, such as John Le Carré, Lee Child, Ian Flemming, and Mick Herron. More as his taste develops, but the hunt is on! Not looking for: military sci-fi or hard SF, or anything with biblical “character wakes up in purgatory/heaven/hell” narratives. The right comedic fantasy has yet to hit his inbox, but please don’t comp Douglas Adams or Sir Terry. John would like you to submit a covering letter, 1-2 page synopsis and the first three chapters (or 5,000 words whichever is longest) of your manuscript in a single word document. (In addition to the paid sessions, John is kindly offering one free session for low income/under-represented writers. Please email agent121@iaminprint.co.uk to apply, outlining your case for this option which is offered at the discretion of I Am In Print).  By booking you understand you need to conduct an internet connection test with I Am In Print prior to the event. You also agree to email your material in one document to reach I Am In Print by the stated submission deadline and note that I Am In Print take no responsibility for the advice received during your agent meeting. The submission deadline is: Monday 12th May 2025

Duration 3 Days 18 CPD hours This course is intended for Students receive comprehensive Microsoft Dynamics exam preparation, becoming familiarized with the Dynamics CRM customization and configuration tools. Aspirants also learn to leverage the platform tools to create custom objects, automate tasks, modify user interface, and perform other such customizations. Overview Configure the Dynamics CRM settingsConfigure different entities and fieldsImplement entity relationships, custom actions, workflows, and dialogsIdentify scenarios for utilizing multiple forms, and design considerations for chartsSet default share views and public views, and configure and manage dashboardsIdentify role-based business processesIdentify and manage business requirements and teams This course explains everything you need to know about customizing and configuring the Dynamics CRM 365 system in accordance with a company?s specific requirements. Introduction to Customization and Configuring Dynamics CRM Talent and Course Introduction Module Overview CRM Overview What is Dynamics Customization and Configuration? CRM Architecture Customization Methodology Module review Obtaining a Dynamics CRM Trial TEST YOUR KNOWLEDGE MODULE 1' Manage Microsoft Dynamics CRM Online Subscriptions Module Overview Configuring CRM Overview of CRM Security User Administration Mailboxes Teams CRM Security Model Module Overview Purpose of the CCRM Security Model Privileges Access Levels Security Roles Hierarchy Security Hierarchy Types Module review Introduction to Solutions Module Overview Solutions Overview Solution Detail Creating and Working with Solutions Working with Solution Assets Exporting Solutions Importing Solutions Module review Entity and Field Customization Module Overview Types Entities Entity Ownership Entity Properties System vs Custom Entities Custom Entities and Security Roles Overview of Fields Field Properties Module review Additional Field Customization Module Overview Creating Fields to Meet Client Needs Calculated Fields Rollup Fields CRM Option Sets Alternate Keys Field Level Security State and Status Reason Transitions Module Review Configure mobile devices Module Overview Types of Relationships How and where they are created Many to Many Relationships Hierarchical Data Entity Mapping Connection and Connection Roles Module Review Customizing Forms Module Overview Form types Qualities of a good form Building a Form Specialized Form Components Access Teams and Sub Grids Working with Navigation Additional Form Types Multiple Forms Form customizations and Mobile Clients Module Review Business Rules Module Overview Business Rules Business Rule Scope Trigger Rules Condition and Actions Else Conditions and Actions Occur When Conditions Are True Module review Views and Visualizations Module Overview Using Views View Customization System View Types Quick Find Customization Charts Customizing Dashboard Themes Module Review Introduction to Processes Module Overview Processes and Automation Workflow Basics Module review Business Process Flows What are CRM Business Process Flows Enabling Business Process Flows Steps Stages and Categories Conditional Branching Module Review Bringing it all Together Module Overview Review of Customization Topics Covered Senario Packaging in a Solution Module review

Duration 3 Days 18 CPD hours This course is intended for Analyst End User Implementer Manager Overview Create a Work Breakdown Structure Define roles and resources Assign roles Assign resources Analyze resources Optimize the project plan Understand data structures Create a project Add activities View calendars Create relationships Schedule the project Assign constraints Create reports Format schedule data Execute the project Enrolling in this course will help you understand P6 Professional's basic features and functionality so you can apply them to your organization's project management processes. You'll also learn how to manage projects on time and within budget Understanding P6 Data Describing Enterprise and Project-Specific data Logging In Opening an Existing Project Opening and Customizing Layouts Enterprise Project Structure Describing Components of EPS Creating a Project Create a project Navigating in the Projects Window Viewing Project Details Creating a Work Breakdown Structure Defining a Work Breakdown Structure Creating the WBS Hierarchy Adding Activities Describing an Activity and its Components Describing Activity Types Adding Activities Adding a Notebook Topic Adding Steps to an Activity Assigning Activity Codes Creating Relationships Viewing a Network Logic Diagram Relationship Types Creating Relationships Scheduling Performing a Forward and Backward Pass Describing Float Assigning Constraints Applying an Overall Deadline to a Project Apply a Constraint to an Activity Using Reflection Projects Creating a Reflection Project Merging Changes Formatting Schedule Data Grouping Activities Sorting Filtering Roles and Resources Describing Roles and Resources Viewing Dictionaries Assigning Roles Assigning Roles to an Activity Assign Rates on Roles Assigning Resources Assigning Resources Adjusting Budgeted Units/Time Analyzing Resources Displaying the Resource Usage Profile Optimizing the Project Plan Analyzing Schedule Dates Shortening a Project Schedule Analyzing Resource Availability Baselining the Project Plan Creating a Baseline Plan Display Baseline Bars on the Gantt Chart Project Execution and Control Describing Methods for Updating the Schedule Using Progress Spotlight Statusing Activities Rescheduling the Project Reporting Performance Describing Reporting Methods Running a Schedule Report Creating a report with the Report Wizard Additional course details: Nexus Humans Primavera P6 Professional Fundamentals Rel 19 training program is a workshop that presents an invigorating mix of sessions, lessons, and masterclasses meticulously crafted to propel your learning expedition forward. This immersive bootcamp-style experience boasts interactive lectures, hands-on labs, and collaborative hackathons, all strategically designed to fortify fundamental concepts. Guided by seasoned coaches, each session offers priceless insights and practical skills crucial for honing your expertise. Whether you're stepping into the realm of professional skills or a seasoned professional, this comprehensive course ensures you're equipped with the knowledge and prowess necessary for success. While we feel this is the best course for the Primavera P6 Professional Fundamentals Rel 19 course and one of our Top 10 we encourage you to read the course outline to make sure it is the right content for you. Additionally, private sessions, closed classes or dedicated events are available both live online and at our training centres in Dublin and London, as well as at your offices anywhere in the UK, Ireland or across EMEA.

Duration 3 Days 18 CPD hours This course is intended for This course is intended for both novice and experienced project managers, managers, schedulers, and other project stake holders who need to incorporate the discipline of project management with Microsoft Project 2019. Overview Understand the discipline of project management as it applies to using Microsoft Project 2019. Create a Work Breakdown Structure. Identify Task Types & Relationships. Define Resources within Project. Make Work Package Estimates. Create an Initial Schedule. Create a Resource Leveled Schedule. Create Projects from templates, Excel files. Create Global templates. Create formulas and graphical indicators. The steps to record a macro. Format Output and Print Reports. Integrate Multiple Projects. Set up a Project with a Calendar, Start date, and scheduling method. Understand Manually Schedule vs. Auto Schedule. Manage multiple projects. Be able to create a master project list with shared resources. This three-day instructor-led course is intended for individuals who are interested in expanding their knowledge base and technical skills about Microsoft Project. The course begins with the basic concepts and leads students through all the functions they?ll need to plan and manage a small to medium-size project, including how to level resources and capture both cost and schedule progress. 1 - Introduction to Microsoft Project Describe how Project relates to the discipline of Project management. Learn what the new features are in Project 2019. Navigate to the primary views available using the Ribbon. Choose Views that display task, resource, or assignment information. Select table within views to change the information that is available to see and edit. Relate the features of Project to the 5 steps for building a plan in Project. Learn new accessibility features in Project 2 - A Quick and Easy Overview of Managing with Project Create a new project and prepare it for data entry. Enter project tasks. Sequence the tasks. Define resources. Estimate Task duration and assign resources. Baseline the project. Track project progress. 3 - Setting Up a Project Use multiple methods to create a new project from an Excel file and a SharePoint Tasks list. Establish one or more calendars to constrain resource availability. Configure Project to calculate the schedule from the Start Date forward, or from the Finish Date backward. 4 - Manually Schedule vs. Auto Schedule Students practice switching tasks between Manually Schedule and Auto Schedule modes. By switching modes, students learn the impact made on the project schedule and the individual tasks. 5 - Creating a Work Breakdown Structure Build and use summary and subordinate tasks. Understand and use milestones. Develop WBS Outlines. Assign completion criteria. Evaluate the WBS. Understand and use WBS templates. 6 - Identifying Task Relationships Understand the different types of task relationships. Understand and use various methods to create relationships. Determine and display task sequence. Understand and use lag, lead, and delay. Understand the new feature of Task Paths. 7 - Defining Resources within Project Define resource types. Define individual resources that will be used on the project. Record the cost (s) of using each type of resource. Record the limit of availability for each type of resource by establishing a resource calendar and defining the maximum units of that resource. 8 - Making Work Package Estimates Enter estimates for duration and costs for each task. Distinguish between task types and describe when each is appropriate. Describe the relationship between work, units, and duration. Describe the way Effort Driven scheduling is affected by work, units, and duration. Assign tasks to resources using the Team Planner view. 9 - Creating an Initial Schedule Calculate float and identify a project?s critical path. Understand and identify task constraints. Create milestones. Use the Task Inspector to troubleshoot the initial schedule. 10 - Create a Resource Leveled Schedule Adjust a project schedule to account for limited people and other resources. View the overall cost and schedule of a project. Identify resources that have been overallocated for a project schedule. Use multiple ways to adjust tasks and assignments to remove over allocation for any resource. 11 - Managing the Project Learn how to set a baseline. Lean how to enter and track project performance data. Learn how to apply different tracking methods. Learn how to perform a variance analysis on a project. Learn how to Reschedule Work Learn how to inactivate tasks Learn how to synch projects to SharePoint 12 - Formatting Output and Printing Reports Print Views Formats Sorting Filtering Grouping Custom Fields Reporting Other File Formats 13 - Managing Multiple Projects Learn how to use common resources among multiple projects. Learn how to link tasks between multiple projects. Learn how to create a consolidated view of multiple projects. 14 - Advanced Topics Learn how to customize the Ribbon and the Quick Access Toolbar. Learn how to customize WBS numbering. Learn the concepts of Formulas and Graphical indicators. Learn the purpose of the Global template and Organizer. Learn how to record a Macro.

This programme has a simple objective: to help a sales team create and implementa comprehensive account development plan. If you want to earn strategic partner or preferred supplier status with your clients and customers then you need to add value to their business, consistently, and you can only do this if you have a plan - a key account management plan. This programme will help participants: Discover opportunities - through a deeper understanding of the customer's business Develop partnership - through a better 'value proposition' for the customer Increase repeat business - based on higher customer satisfaction Improve synergy - by getting everyone to 'sing from the same hymn sheet' Develop a collaborative account plan - validated by the customer and their own management Secure resources - management will align resources to execute soundly based account plans Win an increased share of 'customer wallet' - through systematic account development 1 The six principles of strategic account development Introduction to the PROFIT account development model:- Performance- Relationships- Objectives and goals- Feedback- Integration- Teamwork Practical account development strategies: overview and case studies 2 Performance Use practical tools to help you manage and measure account performance and success Design and build a monthly account dashboard for all sizes of account Prioritise and manage accounts and customers pro-actively and successfully, using proven planning tools Develop a cross-selling strategy to integrate products or solutions into the customer's business as closely as possible 3 Relationships How to build and manage key relationships within an account Qualifying and managing key influencers accurately Producing a 'relationship matrix' for each account quickly and easily Approaching and developing new contacts strategically Tools and techniques for successful tracking of contacts and call-backs Developing a coach or advocate in every customer organisation pro-actively 4 Objectives and goals Where are you now? - how to establish your competitive position within an account Know how to set, monitor and track key objectives for accounts over the short, medium and long term Selling against the competition - developing both long- and short-term sales strategies 5 Feedback - building loyal and satisfied customers The correct way to manage customer expectations and create listening loops within an account How to monitor and track your customer's perception and satisfaction with your organisation Building a personalised satisfaction matrix for each account Customer review meetings - best practice in building loyalty by regular joint planning events Understanding the concept of long-term customer value and the importance of adapting a customer-focused attitude 6 Integration How to integrate your products or solutions with the customer's business needs and processes Spot and react to early warning signals that may cause an account's loyalty to fade, reduce revenue or switch to a competitor Developing a loyalty strategy for key accounts or groups of smaller accounts Getting your message and strategy across to C-level contacts 7 Teamwork Working with others to achieve your account goals Gaining internal commitment from your organisation Managing and working with a virtual team Creating cross-departmental communication loops 8 Putting it all together Personal account reviews Personal learning summary and action plans

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