Two ways teams end up here
Starting out
Your team has Power BI but hasn't built the skills to use it properly yet. We get them from zero to confident, fast.
Already invested
You've had Power BI for a while, but adoption stalled and the value never fully landed. We unlock what's already there.
Either way, the training builds real, lasting capacity — not just a one-off session.
Our Power BI training builds the in-house capacity for your team to use, build, and maintain their own reports, dashboards, and data models. The sessions are practical and hands-on — we combine theory with real practice so your team can develop and interact with Power BI reports after the session. Power BI is a complex tool that can't be mastered in a few days, but we get you on the right track and moving in the right direction.
And we do it well — tailoring each session to your team's level, systems, and reports, with coaching that continues during and after so the learning sticks. The result is a team that keeps building on its Power BI long after the training ends.
Training Structure
Our training goes beyond Power BI's technical features. We cover the wider data and reporting ecosystem — business intelligence fundamentals, data quality, data modelling and star schema design, user experience, and change management — so your team builds reports that are not only correct, but reliable, usable, and actually adopted.
Introduction to Power BI
Ideal for business users, managers, finance staff, and executives
A full-day session that grounds non-technical users in what Power BI is and how to get real value from reports with confidence. No prior experience assumed.
- Understanding the Power BI landscape
- Datasets, reports, and dashboards explained
- Navigating reports with confidence
- Interpreting KPIs and business metrics
- Slicing and exploring data with filters and drill-through
- Trusting the numbers — data context and governance basics
- Asking the right questions of data
- Collaborating and sharing responsibly
- Business intelligence and reporting fundamentals
- Data quality — why it matters for reports you can trust
- What good report design and user experience look like
The session also covers the Power BI reporting canvas, core data visualisations, and the basics of getting and transforming data (ETL) — plus how to use, navigate, and maintain an existing report. It closes with a guided walkthrough of a finished report — reading it, filtering, and drilling from summary to detail — so users leave confident using Power BI day to day.
Outcome: Confident users who can navigate, interpret, and interrogate reports independently.
Intermediate Power BI
Ideal for analysts, finance staff, and power users
A full-day session that takes users from consuming reports to building and maintaining their own.
- Connecting to data sources
- Shaping data with Power Query
- Combining data sources
- Data modelling fundamentals
- Working with dates and a calendar table
- Introduction to DAX
- Building effective reports and dashboards
- Star schema and dimensional modelling
- Data quality, cleansing, and validation
- Report design and user experience (UX)
- Leveraging AI and Copilot in Power BI reporting
- Publishing, refreshing, and sharing
The session also covers managing relationships, parameters, and scheduled refresh — plus practical troubleshooting when refreshes or calculations break. It closes with a project on building your first report, converting a manual report into Power BI.
Outcome: Users who can source, clean, model, and visualise their data and publish their own refreshable reports.
Advanced Power BI
Ideal for developers, BI specialists, and technical teams
A full-day session for experienced users building enterprise-grade solutions.
- Advanced data modelling
- Advanced DAX and evaluation context
- Time intelligence and advanced calculations
- Performance tuning and optimisation
- Power Query at scale
- Power BI Service and deployment
- Security and governance
- Data quality, lineage, and documentation
- Change management and driving user adoption
- Introduction to AI and advanced analytics
The session also covers incremental refresh, dataflows and composite models, row-level security, deployment pipelines, and external tools such as Tabular Editor and DAX Studio. It closes with connecting Power BI to AI models using MCP (Model Context Protocol) — enabling AI assistants to interact directly with your data models and reports.
Outcome: Teams capable of building high-performance, secure, governed solutions that scale.
Power BI for Finance
Ideal for finance teams, FP&A analysts, and finance leaders
A focused, full-day session built entirely around finance use cases — applying Power BI to the reports, models, and decisions finance teams own. Skills are taught using your own financial data, so they transfer straight into month-end and beyond.
- Building a finance data model (GL, chart of accounts, cost centres)
- Actuals vs budget vs forecast reporting
- Management accounts and board-pack dashboards
- Procurement reports and dashboards
- Payroll reports and dashboards
- Consolidation automation
- Automating month-end and recurring reporting
- Reconciliations
The session also covers variance and trend analysis, drill-through from summary to transaction, and the controls and audit trail finance needs to trust the numbers. It closes with a hands-on case study: automating a month-end management pack that reconciles to your general ledger.
Outcome: A finance team that can turn its own data into trusted management reporting — faster month-end, clearer insight, less manual spreadsheet work.
Mentoring, coaching and a technical partner
Training is where capability starts, not where it ends. After the sessions we stay on as your technical partner: one-on-one mentoring for the people building your reports, group coaching for the wider team, and hands-on help when a model, a DAX measure or a refresh will not behave. Your team keeps ownership; we are the experienced second pair of eyes — see our Power BI technical support.
Who This Is For
- Finance teams and analysts
- Business users and decision-makers
- Power BI developers and technical teams
Whether your team is new to Power BI or looking to advance existing skills, we provide structured training aligned to your needs.
Our Approach to Training
- Hands-on, practical sessions using real-world scenarios
- Focus on business and real-world use cases
- Interactive learning with real problem-solving
- Coaching and support during and after training
We ensure your team can apply what they learn immediately - not just understand concepts.
On-site and live online Power BI training
All training is private to your organisation. We run it on-site at your offices anywhere in South Africa, including Johannesburg, Pretoria, Cape Town, Durban and East London, or as live instructor-led sessions online. We do not run public open-enrolment courses, so every session uses your systems, your reports and your team's level.
- On-site workshops
- Live online sessions
- One-on-one coaching
- Team-based programmes
Group size: a minimum of 5 and a maximum of 30 participants per session.
Training is tailored to your team's skill level, systems, and reporting environment.
Why train your own team
- The skill has to live in-house. Power BI sits in your own data and reports. Outside help can support your team but cannot replace it.
- It unlocks what you have already paid for. Licences and dashboards pay off only when people can use, question and extend them.
- It costs less over time. Routine changes stay in-house instead of becoming a consultant call-out.
- It is faster. Trained users answer new questions the same day.
- It lasts. Capability survives staff turnover and new requirements.
- It builds trust. People use reports they understand.
Training makes the most of your investment in Power BI, and when your team hits a wall, our Power BI technical support is on hand.