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
Mental Health First Aid (MHFAider) is an internationally recognised training course that teaches people how to spot the signs and symptoms of mental ill health and provide help on a first aid basis. We don't teach people to be therapists, but we do teach people how to respond in a crisis, and how to reach out before a crisis happens. The training gives people tools to support themselves and each other, so everyone can talk about mental health and seek help when needed. As an MHFAider you will be able to: Recognise those that may be experiencing poor mental health and provide them with first-level support and early intervention Encourage a person to identify and access sources of professional help and other support Practise active listening and empathy Have a conversation with improved mental health literacy around language and stigma Discuss the role in depth, including boundaries and confidentiality Practise self-care This course is ideal for those who would like to become an MHFAider to: Gain the knowledge and skills to spot signs of people experiencing poor mental health Be confident starting a conversation and signpost a person to appropriate support Alongside the best evidence-based Mental Health First Aid (MHFA) training, MHFAiders are also provided with three-year access to ongoing learning and support through the MHFAider Support App 1 Introduction to MHFAider (3 hours 30 mins) MHFA and the MHFAider role Introduction to the MHFAider Action Plan 'ALGEE' What is Mental Health? Helpful and unhelpful language Undersign our Frame of Reference, understanding how we make sense of the world Understanding stress & the Stress Container 2 Understanding Mental Health (4 hours) What influences mental health? The Mental Health Continuum What is anxiety? What is a traumatic event? Active listening and empathy What are eating disorders? What is self-harm? What is substance misuse? MHFA conversation practice 3 MHFAider in practice (4 hours) Applying ALGEE What is depression? What is suicide? What is psychosis? MHFA conversation practice 4 Next steps (3 hours) Recovery and lived experience Applying ALGEE Boundaries in the MHFAider role MHFA conversation practice Moving forward in the MHFAider role and your MHFA action plan Self-care
Project management can seem scary and rather intimidating. The whole aim of this programme is to give people a simple and straightforward way of dealing with projects without having to use complex and confusing systems. This two-day course is designed to introduce the apparently complex world of project management in a simple and practical manner. The programme is for anybody who has to run a project of any nature. It has been attended by people from as diverse fields as events management, fashion, charities, oil companies and so on. The programme is run without using any IT project management systems although an introduction can be given if required. At the end of the programme participants will leave understanding: What a project is and why projects are so important today The roles of a project manager Some key language and concepts A simple 5-step model for organising projects How to make sure you understand what your 'client' really wants A set of three simple tools to plan the project How to make decisions What to monitor when the project is running How to close the project 1 Introduction What is the aim of this programme? 2 Background thinking What is a project? The project manager's eternal triangle (cost-quality-time) What are the characteristics of successful projects? Who are the key characters in a project? What are the roles of a project manager? 3 The project process Why have one? 4 Project initiation What is the aim? Identifying key information Key skill: mission analysis Initial risk analysis Document and sign-off 5 Decision-making - 'Stop, Think, Act!' The 'Stop, Think, Act!' technique Recognise the opportunity to make a decision The 3 Cs - making sure we understand the decisions we have to make Identifying options Making your decision Taking it to action 6 Creativity 7 The planning stage Identify all discrete tasks Sequence and dependencies Time line - critical path Resources Project base-line 8 Execution stage - delivering the result Monitor Evaluate Adapt Control Review 9 The project close Review Documentation Have we delivered? What have we learned?
This very practical one-day programme provides participants with the skills and knowledge required to be an effective member of the procurement team and to enable them to procure a wide range of resources for the organisation, in a compliant and cost-effective manner. It also empowers them to be able to collaborate with all key stakeholders. By the end of the programme participants will be able to: Understand the basic concepts of good procurement practice Apply a range of tools and techniques for developing scopes of work and specifications Apply various methods to select and evaluate suppliers Develop robust contract award strategies Appreciate the commercial importance of effective procurement and opportunities to reduce cost and add value Develop appropriate procurement strategies depending on risk and value Appreciate the legal aspects of procurement 1 Welcome Introductions Aims and objectives Plan for the day 2 The basics of procurement The concept of total cost of ownership v price The procurement cycle The roles of the customer and the contractor Impact upon profit 3 Specification process Importance of effective specifications Specification development process Types of specification Team approach Use of performance specifications Early supplier involvement (ESI) / early contractor involvement (ECI) 4 Quality Concepts and practices Defining 'fit for purpose' Conformance to requirements Compliance to standards Role of the supplier Quality assurance tools and techniques 5 Procurement methods RFP RFQ ITT Negotiated procurement Strategic partnerships Outsourcing 6 Tendering How to undertake a formal tendering process Business case to award Critical stages in the process Risks and benefits 7 Tender evaluation How to undertake a quotation analysis Tools of analysis Use of VFM models Role of the customer Comparisons around cost, quality, and delivery 8 Supplier selection and evaluation Developing critical selection criteria Using the 10Cs model Importance of effective selection process Weighting systems Importance of validity and evidence 9 Capital equipment procurement Life cycle cost issues Payback calculations Compatibility issues Maintenance and training issues After-sales support 10 Supplier relationships Corporate social responsibility issues Communication 360 feed-back Open and ethical Initial understanding Clear and fair terms and conditions 11 Close Review of key learning points Personal action planning
The principles of effective time management are applicable to all aspects of life. When successfully applied in a sales environment they can lead to improved performance, higher sales and increased customer satisfaction. All salespeople would benefit from learning the tools and techniques to introduce impactful time management to their working lives. We have developed this programme to be practical, fun and interactive. Participants will better understand how to increase the amount of time spent on high-value sales activities, be able to improve their self-motivation and ability to get more done, and be better able to plan, delegate and speed up routine tasks. This course will help participants: Learn key principles of managing sales priorities, meeting targets and getting 'everything' done! Learn proven techniques for structuring your day, week and normal routine Develop effective sales time management at the office and on the road Learn a seven-step process for setting goals and objectives in your work and personal life Understand how to make time for sales prospecting, designated call days Understand practical ways to improve your time management 1 Key principles of sales time management Course objectives and review of time log Essential principles of sales time management How do you use your time now? Reviewing your working day (from pre-course survey) Beliefs and feelings about time 2 Managing sales priorities and planning systems Managing priorities and planning systems Use organised persistence to plan your sales activity Planning your territory and prospecting activity How to use priority ratings not urgency to react to tasks 3 Dealing with distractions and communication skills Know your time 'bandits' and creating more positive habits to overcome them Making time by saying 'no' assertively and managing expectations Assertiveness techniques for handling colleagues and clients Making meetings worthwhile - preparation and planning 4 Sales goal setting and action planning Set clear, concise, and motivating sales goals and action plans How to set and use goal setting as way of managing your time and increasing results The principles of linking SMART objectives to action plans and daily activities 5 Creating results focus - every day, week, and month Batch sales tasks together, starting with emails Planning your day and week and protecting sales 'prime' time Apply the 80/20 to your sales contacts, clients, and prospects 6 Overcoming procrastination and structuring your day Understanding procrastination, what it is and how to recognise it in yourself and others How to stop procrastinating and start making progressing Build a power prospecting hour into every day Smart stuff to make more sales time: five automated tools Live the $64,000 dollar question
Take your sales people from average to high performance. Motivate and develop experienced sales professionals with some new insights and learning. Applying NLP principles, techniques and models, this workshop will introduce the core attitudes and behaviours that differentiate the excellent sales person from the average one. The programme will help participants: Understand and adopt the mindset and beliefs needed for sales excellence Build rapport and connect with buyers at a deeper and more personal level Recognise some of the thinking and language patterns that make each individual unique Ask powerful questions to further understand the unique world of the individual and how they make decisions Apply tools and techniques to empathise with clients - seeing things from their perspectives Tailor their sales approach to the individual buyer's style, and talk in their language Influence with integrity and sell to organisations and individuals successfully 1 Introduction Aims and objectives of the programme Personal introductions and objectives Workshop overview 2 An introduction to NLP and sales excellence with NLP An overview of NLP and applying it to selling The pillars of NLP The NLP model of communication The difference that makes the difference 3 Building enhanced rapport Defining rapport and why it is important when selling Going beyond the initial small talk Building relationships with individual decision-makers Matching and mirroring Levels of rapport 4 Understanding the buyer's personal buying map How we take in, filter and process information How we judge others based on our own experiences of the world The different ways in which we communicate when selling Recognising and understanding the language and thinking patterns of others Adapting your sales communication style to different buyers 5 Making sense of the buying process How we filter information through our senses Understanding how we see, hear and experience the world Visual, auditory and kinaesthetic buyers Listening for key insights What different buyers want from you to help them to buy Applying sensory awareness to the sales process 6 Successful sales mindset The connection between thoughts and actions The sales beliefs of excellence Identifying negative thoughts and beliefs that are holding you back How to change your mindset Adopting the sales beliefs of excellence 7 Powerful questions Reviewing and honing your questioning skills Understanding the questions that great sales people ask Avoiding assumptions Clean language questions Getting to the bottom of it - precision questions Turbo-charging how you qualify 8 Influencing with integrity Understanding empathy Stepping into the buyer's shoes Speaking the buyer's language Tailoring your sales approach to the individual Match, pace, lead - how to take your buyer with you 9 Putting it all together Personal learning summary and action plans
This practical, enjoyable day will give you the tools to go and do your job effectively and the opportunity to practise using them in a safe and supportive environment before putting them into practice for real back in the workplace. To inspire, you need to be inspired!Having the right set of skills, tools and techniques helps us to manage in a productive and beneficial way. Above all, the workshop will inspire you with the determination to engage with the people you manage to produce greater levels of achievement. This workshop will enable you to: Understand what the role of the manager is Engage and inspire a team to perform Recognise the range of styles appropriate for different situations and how your communication style impacts Provide clear direction on your team's purpose, role and responsibilities Understand how to create a motivating environment for those who report to you Hold them accountable for delivery Hold performance conversations Review and evaluate your learning and have a plan to take back and implement at work 1 Bringing the role to life Starting the day with sharing your current ideals and approaches using the pre workshop task Understanding what you bring to your role and your objectives for the day 2 The role and responsibilities of a manager: an overview Responsibility and accountability Producing results Managing teams Developing individuals 3 Communication excellence The model of a team communicator What type of communicator are you and what about your team? Practical interactive group exercise 4 Your role as a team leader - shaping how we work using the organisation's values Your role Your team's role Enabling your team to deliver in a changing mindset 5 Engaging and motivating your team Exercise: using a leadership model to explore how you are enabling your team to engage with current change, what's getting in the way and how you will manage this in your organisational context Peer and group task and discussion 6 Addressing motivation at team and individual level in times of change Exercises:Identifying approaches to motivating people at work based on a work based model of motivation: team taskExploring a behavioural model of motivation: team discussion Review in plenary 7 Holding people accountable The work cycle model of team performance: Agree purposeSet objectivesMonitor performanceProvide feedbackCompliance vs. commitment Professional discussion in small groups Exercise: Practising short conversations using peer coaching support 8 Review of learning and action planning Personal review and action planning Group review of learning Evaluation
No-one in business will succeed if they are not financially literate - and no business will succeed without financially-literate people. This is the ideal programme for managers and others who don't have a financial qualification or background but who nonetheless need a greater understanding of the financial management disciplines essential to your organisation. This course will give the participants a sound understanding of financial reports, measures and techniques to make them even more effective in their roles. It will enable participants to: Overcome the barrier of the accountants' strange language Deal confidently with financial colleagues Improve their understanding of your organisation's finance function Radically improve their planning and budgeting skills Be much more aware of the impact of their decisions on the profitability of your organisation Enhance their role in the organisation Boost their confidence and career development 1 Review of the principal financial statements What each statement containsOutlineDetail Not just what the statements contain but what they mean Balance sheets and P&L accounts (income statements) Cash flow statements Detailed terminology and interpretation Types of fixed asset - tangible, etc. Working capital, equity, gearing 2 The 'rules' - Accounting Standards, concepts and conventions Fundamental or 'bedrock' accounting concepts Detailed accounting concepts and conventions What depreciation means The importance of stock, inventory and work in progress values Accounting policies that most affect reporting and results The importance of accounting standards and IFRS 3 Where the figures come from Accounting records Assets / liabilities, Income / expenditure General / nominal ledgers Need for internal controls 'Sarbox' and related issues 4 Managing the budget process Have clear objectives, remit, responsibilities and time schedule The business plan Links with corporate strategy The budget cycle Links with company culture Budgeting methods'New' budgetingZero-based budgets Reviewing budgets Responding to the figures The need for appropriate accounting and reporting systems 5 What are costs? How to account for them Cost definitions Full / absorption costing Overheads - overhead allocation or absorption Activity based costing Marginal costing / break-even - use in planning 6 Who does what? A review of what different types of accountant do Financial accounting Management accounting Treasury function Activities and terms 7 How the statements can be interpreted What published accounts contain Analytical review (ratio analysis) Return on capital employed, margins and profitability Making assets work - asset turnover Fixed assets, debtor, stock turnover Responding to figures EBIT, EBITEDIA, eps and other analysts' measure 8 Other key issues Creative accounting Accounting for groups Intangible assets - brand names Company valuations Fixed assets / leased assets / off-balance sheet finance
Where should management effort be directed? In controlling costs and ensuring proper engineering in live projects? - yes, of course, but true cost control comes by understanding, eliminating and minimising risk prior to a business committing any funds. This course studies the stages required for practical financial and business appraisals of projects and capital expenditure. This course has two primary objectives: To impart the knowledge and skills required to ensure as risk-free as possible expenditure of that scarce resource, cash - the investors', governments' or shareholders' money must not be squandered To improve the quality of the appraisal process in the widest sense - demonstrating how the process of project and capital expenditure appraisal can be used to dramatically improve cost control and deliver as risk-free as possible expenditure As a result of the course, participants will be able to: Understand the economics of appraisal Be in control of their projects from the start Understand the economics of their projects - and devise the most appropriate mode Carry out sensitivity analysis and identify risk Improve their methods of appraisal and approach Focus on the risk areas and take out risk and control costs before they over-run The benefits of attending this course will be demonstrable from day one. Thorough appraisals and risk assessment follow through to success in project management and detailed cost control and project management. 1 Introduction Why appraise? Taking risk out of investment The short- and long-term results of not appraising business expenditure 2 Developing an appraisal process The process - overall and stage-by-stage objectives Understand business and technical risks Manage resources and time Do you invest enough time and effort at this stage? Take out the risks - control costs before you are committed to contracts and action Checklists 3 Appraisal arithmetic Review of the arithmetic of appraisalThe time value of moneyThe effects of different interest or required ratesThe effects of inflation (or deflation) in prices and costs Understanding the economics of appraisal is essential 4 Appraisal measures Meaning and use of appraisal measures Identifying the most appropriate measures for your particular business Payback Discounted cash flow measures - NPV and IRR Other measures - FW, AW, Profitability Index The meaning of the measures and their application in practice 5 Cost benefit analysis The effect on decision-making of more intangible benefits Cost benefit analysis Ensuring costs are genuine Measuring intangible benefits Environmental issues Consideration of intangible benefits in the appraisal decision-making process 6 Developing appropriate models Developing models - examples of spreadsheet models and measures for many different situations Modelling investment opportunities - summarising outcomes Sensitivity analysis - identifying, quantifying and taking out risk 7 Developing an appraisal process The process - managing risk from the outset Using the process in risk management, negotiating and project management Take out risk by thoroughly knowing your project - developing your own process
When managers have too many decisions to make, it can have a serious impact on the speed and efficiency of the organisation. When those decisions are commercial ones, the results can wreak havoc with the bottom line. Often the problem arises when those below them or in operational areas of the organisation aren't equipped or allowed to make a decision for themselves. Issues get passed back up and that wastes time. This programme provides a solution, giving your entire team the skills to: And most importantly, they'll be able to do this in line with the broader aims and commercial objectives of the business. By the end of the programme participants will be able to: Fully appreciate the importance of effective decision-making in business Use the five-step 'Stop, Think, Act!' decision-making process Stop leaping to conclusions Really understand the situations and decisions they are dealing with Identify good options Evaluate those options Make decisions and then put them into action Apply these tools and techniques to all their decisions in future 1 Understanding the business we work in What are the critical factors in our business? What is the SWOT analysis for our business? 2 Understanding what decision-making is 3 Background Culture of 'having to be doing' To change things we have to think about it! We are paid to make decisions! 4 Recognise the opportunity to make a decision 5 The 'Stop, Think, Act!' technique 6 STOP! Recognise the opportunity to make a decision Don't leap to conclusions Get ready to think Initial questions:Is this my decision? (Do I have the authority?)Who is this going to affect? (Do they need to be included?)When do I need to make the decision? (What's the timeline?) 7 THINK! The 3 Cs - making sure we understand the decisions we have to make What is the context of this decision?What is the overall situation?Why is this decision important?What do we need to achieve?What will success look like? Do I have clarity about the decision I need to make?Can I write it down?Can I express it clearly in two sentences? What are the criteria?What are the critical commercial factors that we will use to select our options?What will we use to measure the business success? 8 ACT! Identifying options What data do I need to collect?Issues with today's overloadIdentifying what will help you Select optionsHow many options?Must match your criteriaMust achieve success'Decision compass' exercise Analyse optionsTabular methodRisk analysis (likelihood v effect)Head, heart and gut (is there any organisational history/bias that we are up against?) Making your decision Taking it to actionFirst actionsPlanning how to make it happen