Power BI Administration & Report Management training course

Gain expertise in securing, publishing, and sharing data within Power BI. Learn to create workspaces, datasets, and scalable dataflows while integrating Power BI with Microsoft Teams and SharePoint.

JBI training course London UK

“Learning more about the query editor was very useful and especially the merge tables features. The Bookmarks section was very good and it was nice to see some really good examples of how it can be used to present your work."
AG, Business Analyst, Power BI Advanced, February  2021

Public Courses

14/09/26 - 2 days
£1495 +VAT
26/10/26 - 2 days
£1495 +VAT
07/12/26 - 2 days
£1495 +VAT

Customised Courses

* Train a team
* Tailor content
* Flex dates
From £1200 / day
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JBI training course London UK

  • Secure, publish, and share data in Power BI
  • Learn Share and use reports in Power BI
  • Create and manage workspaces in Power BI
  • Manage datasets in Power BI
  • Integrate Power BI in Microsoft Teams and SharePoint
  • Facilitate collaboration and sharing in Power BI
  • Create and manage scalable Power BI dataflows
  • Establish a data access infrastructure in Power BI
  • Explore Microsoft Power BI cmdlets for Windows PowerShell and PowerShell core
  • Explore REST API - Power BI service
  • Learn Microsoft Power BI cmdlets for Windows PowerShell and PowerShell core

Secure, publish, and share data in Power BI

  • Share and use reports in Power BI

  • Row-level security

  • Publish a report to a Power BI workspace

  • Share reports and user experience

  • Protect data in Power BI

  • Data refresh and alerts

Create and manage workspaces in Power BI

  • Distribute a report or dashboard

  • Monitor usage and performance

  • Recommend a development life cycle strategy

  • Troubleshoot data by viewing its lineage

  • Configure data protection

 

Manage datasets in Power BI

  • Create dynamic reports with parameters

  • Create what-if parameters

  • Use a Power BI gateway to connect to on-premises data sources

  • Configure a dataset scheduled refresh

  • Configure incremental refresh settings

  • Manage and promote datasets

  • Troubleshoot service connectivity

  • Boost performance with query caching (Premium)

Integrate Power BI in Microsoft Teams and SharePoint

  • Power BI together with Microsoft Teams15 min

  • Power BI together with SharePoint Online5 min

     

  • Understand the Power BI administrator role

  • Power BI tools

  • Steward or captain?

  • Power BI administrator role

  • Typical administrative tasks

  • Typical administrator tools Establish a Power BI environment

  • User accounts versus guest accounts1 min

  • Power BI licensing4 min

    Facilitate collaboration and sharing in Power BI

  • Workspaces evolved

  • Impact to Power BI users

  • Permissions in workspaces v2

  • Apps in Power BI

  • Share

  • Publish to web

  • Embed and link in portals

  • Data sensitivity labels

  • Data privacy Monitor and audit usage

• Usage metrics for dashboards and reports

  • Usage metrics for dashboards and reports - new version

  • Audit logs
    Provision Premium capacity in Power BI

  • Premium resource management

Create and manage scalable Power BI dataflows

  • Define use cases for dataflows9 min

  • Create reusable assets5 min

  • Implement best practices3 min

    Establish a data access infrastructure in Power BI

  • Personal gateways versus enterprise gateways

  • Download and install a gateway

  • How data is refreshed

  • Gateway network requirements

  • Where to install gateway?

  • Establish high availability gateways

  • Establish load balancing of gateways

  • Gateway performance monitoring documentation

  • Multiple data sources per gateway

  • Manage gateway users

  • Active Directory user mapping with custom property lookup1 min Broaden the reach of Power BI

  • REST API custom development

  • Provision a Power BI embedded capacity

  • Dataflow introduction

  • Dataflow explained

  • Create a Dataflow

  • Dataflow capabilities on Power BI Premium

  • Template apps - install packages

  • Template apps - installed entities

  • Template app governance

    Automate Power BI administration

  • REST API - Power BI service

  • Microsoft Power BI cmdlets for Windows PowerShell and PowerShell core

  • Install and use the Power BI cmdlet

  • Test REST API calls

  • Script typical administrator tasks

 

JBI training course London UK

This course is ideal for IT professionals, data administrators, and Power BI users who are responsible for managing and securing data in their organizations.

It is also suitable for team leaders and managers who oversee report distribution and collaboration within Power BI, as well as anyone looking to enhance their skills in Power BI administration, data management, and integration with other Microsoft services.


5 star

4.8 out of 5 average

“Learning more about the query editor was very useful and especially the merge tables features. The Bookmarks section was very good and it was nice to see some really good examples of how it can be used to present your work."
AG, Business Analyst, Power BI Advanced, February  2021

 

Client feedback from Data Analytics training courses:

JBI training course London UK

Certification


Every delegate will be entitled to a certificate of achievement on completion of the course.

If you are missing your certificate - please use the link below to apply - you can also use this link to sign up for the JBI Training newsletter to receive technology tips directly from our instructors - Analytics, AI, ML, DevOps, Web, Backend and Security.
 



The Power BI Administration & Report Management course is designed to equip participants with the essential skills needed to effectively manage, secure, and share data within Power BI. Attendees will learn how to create and manage workspaces, facilitate collaboration, and integrate Power BI with Microsoft Teams and SharePoint. The course covers key aspects of dataflow management, establishing a robust data access infrastructure, and leveraging Power BI cmdlets for Windows PowerShell and PowerShell Core.

Additionally, participants will explore REST API functionalities within the Power BI service, enabling them to automate and streamline report management processes. This course is ideal for professionals seeking to enhance their expertise in Power BI administration and ensure efficient report distribution across their organizations.

 

JBI Training offers a comprehensive suite of Power BI courses covering all skill levels. Available courses include Power BI Introduction, Power BI Beyond the Basics, Power BI Modelling and Data Prep, Power BI Administration and Report Management, Data Analytics with Power BI, Power BI DAX, Power BI Power Query and M, and Power BI Visualisation. All courses are available as scheduled classroom sessions in London, as live online instructor-led training, or as customised onsite programmes for corporate teams.
Yes. Power BI training for corporate teams is one of JBI's most requested programmes. Courses can be delivered onsite at your organisation's premises or online for distributed teams, and the content can be customised to your specific data sources, reporting requirements, and business objectives. JBI has delivered Power BI training for corporate clients including the BBC, NHS, RBS, Sky, Capita, Cisco, and Lloyds Banking Group.
Power BI training is available at every level. The introductory course requires no prior Power BI experience and is suitable for anyone who works with data, including business analysts, finance professionals, and report developers. Intermediate and advanced courses cover topics such as DAX calculations, Power Query, data modelling, and administration, and assume some prior experience with Power BI or data analysis tools.
DAX (Data Analysis Expressions) is the formula language used in Power BI, Excel Power Pivot, and Analysis Services to create calculated columns, measures, and custom aggregations. It is a core skill for anyone building analytical reports in Power BI. JBI's Power BI courses introduce DAX from the basics and progress through advanced patterns, including time intelligence functions, filter context, and row context, giving delegates the ability to build accurate and flexible calculations for business reporting.
Power BI Desktop is a Windows application used to build and design reports, data models, and DAX calculations. Power BI Service is the cloud-based platform used to publish, share, schedule data refreshes, and manage access to reports and dashboards across an organisation. JBI's Power BI courses cover both environments, helping delegates understand when to use each component and how they work together in a production reporting environment.
Yes. JBI's Power BI training is continuously updated to include the latest Microsoft enhancements, including Copilot in Power BI, AI-powered visuals, smart narratives, and the evolving integration between Power BI and Microsoft Fabric. Delegates learn how these features work in practice and how they can be used to accelerate report development and insight generation.
Power BI is widely used across finance and banking, retail, healthcare, the public sector, manufacturing, professional services, and media. It is particularly valuable in any organisation that needs to consolidate data from multiple sources, automate reporting, and share interactive dashboards with stakeholders. Power BI training is relevant for professionals in business intelligence, financial analysis, operations, HR analytics, and data engineering roles.
Yes. JBI's Power BI courses are continuously reviewed and updated to reflect the latest version of Power BI Desktop and Power BI Service. This includes new features released by Microsoft as part of its regular monthly update cycle, as well as developments in the broader Microsoft data platform, including Power Query enhancements, DAX improvements, Copilot integration, and Microsoft Fabric connectivity. Delegates learn skills that reflect how Power BI is currently used in professional environments.
Yes. Power BI connects to a wide range of data sources including Microsoft Excel, SQL Server, Azure SQL Database, SharePoint, Dynamics 365, Salesforce, Google Analytics, REST APIs, and many other on-premise and cloud services. JBI's Power BI courses include practical exercises connecting to and transforming data from multiple source types, reflecting the diverse environments that professionals encounter in practice.

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