Power BI and Power Platform Training Course

Duration 5 days 10 modules · 33 contact hours
Level Intermediate Certificate on completion
Who attends Business Intelligence Analyst, Digital Transformation Manager and others
Fee from USD 1,100 KSh 95,000 for Kenyan organisations
Where 52 cities + online See dates by city
Next start 16 Nov 2026 Course code SD-DT-052

Before you join: Participants should be comfortable using Excel tables, filters and formulas, and should understand basic business processes such as approvals, reporting cycles or service requests.

Dates & prices

Two start dates a month in every city, and live online on weekdays or weekends. Fees are per participant; classroom fees include tuition, materials, lunch and refreshments, and the certificate.

Suggest a date or city

Showing the next six months. Later dates, other cities and private deliveries for your team are available on request.

Course overview

Organisations often hold operational data across spreadsheets, SQL databases, SharePoint lists, finance systems and line-of-business applications, yet staff still spend time compiling reports, rekeying requests and chasing approvals by email. Power BI and Microsoft Power Platform can reduce these manual steps when reporting, data models, applications, automation and governance are designed as connected business services. Poorly designed solutions, however, can create unreliable metrics, duplicate data, uncontrolled access and difficult handovers.

This course develops practical capability across Power BI, Power Apps, Power Automate and Dataverse. Participants prepare and model data using Power Query, create DAX measures, design decision-ready Power BI reports, configure row-level security and publish managed workspaces. They also build data-backed canvas apps, automate approvals and notifications, use Dataverse tables and relationships, and apply application lifecycle management principles. The course connects technical configuration choices with business requirements, ownership, security and support arrangements.

Teaching combines short instructor briefings, worked demonstrations, case-based design discussions and guided configuration activities. Cases reflect common corporate and public-sector needs such as procurement approvals, service requests, operational performance reporting and controlled data capture. Participants leave with a Power Platform solution blueprint, Power BI data-model design, DAX measure library, governance checklist and a prioritised workplace application plan. The five-day instructor-led course runs from 08:30 to 16:30, providing approximately 6.5 contact hours each day. It is available in classrooms across 50+ cities or live online, and includes a certificate of completion.

The course is suited to analysts, business systems specialists, process improvement staff and digital transformation teams who need to deliver governed low-code reporting and workflow solutions rather than isolated prototypes.

What you will be able to do

  • Design a Power Platform solution architecture using environments, roles and ownership controls
  • Prepare and transform source data using Power Query queries and data-quality rules
  • Build Power BI semantic models with relationships, star schemas and DAX measures
  • Create interactive Power BI reports using appropriate visuals, filters and drillthrough paths
  • Configure workspace access, row-level security and controlled report distribution
  • Develop canvas apps connected to Dataverse tables, forms and business rules
  • Automate approval workflows using Power Automate triggers, actions and exception handling
  • Produce a governed implementation plan covering ALM, support, adoption and measurement

Benefits of attending

For you

  • Build portfolio-ready Power BI reports, apps and automated workflow designs
  • Reduce manual reporting through reusable Power Query transformations and DAX measures
  • Translate business requirements into implementable Power Platform solution specifications
  • Apply for data, reporting and low-code automation responsibilities with greater confidence
  • Recognise security, ownership and support risks before publishing business solutions

For your organisation

  • Shorten reporting cycles through standardised semantic models and automated refreshes
  • Reduce email-based approvals with tracked workflows and consistent decision records
  • Improve data quality through Dataverse validation rules and controlled data entry
  • Limit uncontrolled app growth through environment strategy, access roles and ALM controls
  • Create reusable patterns for operational reporting, requests and service management

Course modules

10 modules over 5 days

Participants can define a governed Power Platform solution structure aligned with business ownership and access requirements.

  • Power Platform components, licensing concepts and environment strategy
  • Tenant, environment and Dataverse roles mapped through least privilege
  • Business requirements translated into personas, processes, data and reporting needs
  • Solution architecture separates reporting, automation, applications and shared data
  • ALM stages aligned with development, test, production and support responsibilities
  • Centre of Excellence principles for ownership, adoption and governance

Participants can connect, profile and transform source data into reliable reporting inputs.

  • Connectors selected for SQL Server, Excel, SharePoint and web APIs
  • Query folding assessed when transforming relational data sources
  • Data profiling identifies nulls, duplicates, errors and unexpected distributions
  • Applied steps document filters, type changes, joins and calculated columns
  • Merge and append queries combine operational extracts into reporting tables
  • Parameters manage server names, file paths and refresh-ready queries

Participants can build performant Power BI semantic models and reusable DAX calculations.

  • Star schema separates fact tables from conformed dimension tables
  • Relationships configured with correct cardinality, direction and active status
  • Date tables support time intelligence and consistent reporting periods
  • Explicit measures replace implicit aggregations for controlled calculations
  • CALCULATE modifies filter context for business metrics and exceptions
  • Iterators, variables and DIVIDE improve measure readability and reliability
  • Measure naming, display folders and descriptions support report reuse

Participants can create usable Power BI reports that answer defined business questions.

  • Report objectives framed as decisions, users, metrics and actions
  • Visual selection matches comparisons, trends, composition and distribution questions
  • Slicers, drillthrough and report tooltips support controlled investigation
  • Bookmarks create guided views for different reporting audiences
  • Accessible design applies contrast, alt text, tab order and labels
  • Performance Analyzer identifies slow visuals, queries and rendering delays

Participants can publish Power BI content with appropriate access, refresh and operational controls.

  • Workspaces structured around development, publication and content ownership
  • Row-level security filters data using roles and user identity
  • Apps distribute curated reports without granting workspace editing access
  • Scheduled refresh configured with gateways, credentials and failure notifications
  • Endorsement labels distinguish promoted content from certified organisational assets
  • Usage metrics inform report retirement, adoption support and improvement priorities

Participants can design Dataverse data structures that support controlled applications and automation.

  • Tables, columns and choice fields model controlled business information
  • Primary keys and alternate keys support reliable record identification
  • One-to-many and many-to-many relationships represent business entities
  • Business rules apply field visibility, validation and default values
  • Security roles restrict table operations, records and sensitive columns
  • Solutions package Dataverse components for controlled deployment between environments

Participants can design canvas apps that capture, retrieve and update operational information.

  • Canvas app screens structured around user journeys and process stages
  • Controls selected for forms, galleries, search and conditional visibility
  • Power Fx formulas manage variables, validation and user feedback
  • Patch updates records with controlled create, edit and submit logic
  • Delegation limits identified when querying large SharePoint or Dataverse datasets
  • Responsive layouts support desktop, tablet and mobile application use

Participants can configure reliable automated workflows for approvals, notifications and data updates.

  • Automated, instant and scheduled flows matched to process triggers
  • Approval actions record decisions, comments, escalation and final outcomes
  • Conditions and switch cases direct workflow paths using business rules
  • Expressions transform dates, strings, arrays and numeric values
  • Scopes and run-after settings manage exceptions and recovery actions
  • Flow history supports troubleshooting, audit evidence and operational monitoring

Participants can select integration patterns and manage solution changes through controlled releases.

  • Standard connectors integrate Microsoft 365, SQL Server and business applications
  • Custom connectors expose authenticated APIs through defined request and response schemas
  • Premium connector implications assessed against licensing, ownership and support requirements
  • Managed solutions protect production components from uncontrolled direct changes
  • Connection references separate credentials from deployable solution components
  • Versioning, release notes and rollback plans support controlled change management

Participants can produce a practical plan for delivering and sustaining a Power Platform use case.

  • Use cases prioritised by value, feasibility, risk and data readiness
  • Process maps define triggers, decisions, handoffs, exceptions and completion criteria
  • Success measures specify cycle time, error reduction, adoption and service levels
  • RACI matrices assign product ownership, technical support and data stewardship
  • Training and communications plans prepare users for revised reporting and workflows
  • Ninety-day action plans sequence discovery, build, testing, release and review

Exercises and examples are adapted to each cohort's sectors and roles.

What you take back to work

  1. Power Platform solution architecture template
  2. Power BI semantic model design canvas
  3. DAX measure library template
  4. Report security and publishing checklist
  5. Dataverse table and relationship model
  6. Ninety-day Power Platform implementation plan

Who should attend

  • Business Intelligence Analyst — needs governed reports and reusable data models
  • Digital Transformation Manager — needs to prioritise and govern low-code solutions
  • Business Systems Analyst — translates process requirements into applications and automation
  • Data Analyst — needs Power Query, DAX and visual reporting capability
  • Process Improvement Specialist — automates approvals, requests and operational handoffs
  • IT Applications Manager — oversees environments, access controls and solution lifecycle

Skills and tools covered

Power BI modellingDAX measure designLow-code app developmentWorkflow automationDataverse data designPlatform governance

Tools and standards

Microsoft Power BI, Microsoft Power Apps, Microsoft Power Automate, Microsoft Dataverse

How the course runs

Training methodology

The course uses short technical briefings followed by instructor demonstrations, case work and guided configuration tasks. Participants analyse reporting, approval and service-request scenarios, then apply Power BI and Power Platform methods to data, process and governance decisions. Group discussions test design trade-offs such as Dataverse versus SharePoint, import versus DirectQuery, and automated versus manual approvals. Each participant develops an application plan for a current workplace use case, supported by instructor feedback and reusable templates.

Requirements and prerequisites

Participants should be comfortable using Excel tables, filters and formulas, and should understand basic business processes such as approvals, reporting cycles or service requests. Experience creating simple Power BI reports or using Microsoft 365 is helpful but not essential. Participants should be able to interpret tables, fields, keys and basic calculations. Prior coding experience, advanced SQL, formal data engineering knowledge and previous Power Apps or Power Automate development are not required. The course explains core platform concepts before progressing to intermediate configuration and design work.

A typical training day

08:30 – 10:30First session
10:30 – 10:45Refreshment break
10:45 – 12:30Second session
12:30 – 13:30Lunch and networking
13:30 – 15:00Third session
15:00 – 15:15Refreshment break
15:15 – 16:30Workshop and daily review

Live online deliveries follow the same structure in East Africa Time, with shorter screen blocks and longer breaks.

What the fee includes

  • Instruction by a practitioner facilitator
  • Full course workbook and materials
  • Exercise files, templates and case studies
  • Refreshments and lunch on classroom deliveries
  • Certificate of completion
  • Post-course application plan

Frequently asked questions

You should be comfortable working with Excel-style tables, business data and routine business processes. Basic Power BI or Microsoft 365 experience is helpful, but coding, advanced SQL and previous Power Platform development are not required.

Bring a laptop capable of running a current desktop browser and Power BI Desktop if your organisation permits installation. You may also bring a non-sensitive reporting, workflow or app idea from your workplace for the implementation planning module.

It is designed for analysts, business systems staff, transformation teams, process improvement specialists and IT application managers. It is particularly useful for people expected to turn manual reporting and approval processes into governed low-code solutions.

A Power BI-only course concentrates on reporting and data analysis, while a Power Apps-only course focuses on app building. This course connects reporting, data modelling, Dataverse, workflow automation, security and solution lifecycle controls across the wider Microsoft Power Platform.

Participants can apply the methods to recurring management reports, procurement approvals, employee requests, incident logging, service tracking and operational data collection. The reusable templates help structure requirements, technical design, access controls and release planning.

The course includes approximately 32.5 contact hours across five days, running 08:30 to 16:30. Time is divided between Power BI data and reporting, Dataverse and app development, workflow automation, governance, integration and implementation planning.

Questions about this course?

Ask about dates, fees, group bookings or running it for your team. Our training team replies by email.

Ask on WhatsApp info@skillsetdevelopment.com

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