Managing SharePoint and Power BI

The Managing SharePoint and Power BI course is designed for professionals seeking to enhance their skills in managing SharePoint as a collaboration platform and utilizing Power BI for data analytics and visualization. In today’s data-driven environment, the ability to effectively leverage these tools is essential for driving productivity and making informed business decisions.

Throughout this five-day program, participants will learn how to create, manage, and optimize SharePoint sites for team collaboration and document management, while also gaining proficiency in Power BI to analyze data and produce insightful reports. This course combines hands-on exercises, case studies, and expert guidance to equip participants with practical skills and knowledge necessary for integrating SharePoint and Power BI into their organizations effectively.

Learning Objectives

Manage and customize SharePoint sites to enhance team collaboration and document management.

Utilize Power BI to analyze data and create interactive reports and dashboards.

Integrate SharePoint with Power BI for seamless data sharing and visualization.

Implement best practices for governance, security, and data management within SharePoint and Power BI.

Course Outline

Day 1: Introduction to SharePoint

Understand the SharePoint environment and its role in collaboration.
Explore SharePoint site structure, libraries, and lists.
Learn to create and customize SharePoint sites to meet organizational needs.
Manage user permissions and access control within SharePoint.

Day 2: Advanced SharePoint Features

Discover advanced features like workflows, forms, and automation using Power Automate.
Learn how to integrate SharePoint with Microsoft Teams for enhanced collaboration.
Explore best practices for document management and version control.
Understand SharePoint search capabilities and optimizing content discoverability.

Day 3: Introduction to Power BI

Explore the Power BI interface and its key components.
Learn to connect Power BI to various data sources, including SharePoint.
Create and format visualizations to represent data effectively.
Understand data transformation techniques using Power Query.

Day 4: Advanced Power BI Techniques

Dive deeper into DAX (Data Analysis Expressions) for advanced calculations and measures.
Learn to create interactive dashboards and reports in Power BI.
Explore Power BI service features for collaboration and sharing reports.
Implement best practices for data visualization and storytelling.

Day 5: Integrating SharePoint and Power BI

Understand how to embed Power BI reports in SharePoint sites for seamless access.
Learn to manage data refresh and security settings for integrated solutions.
Explore case studies showcasing effective integration of SharePoint and Power BI.
Discuss governance and compliance considerations when managing data and reports.

Who is it for?

Looking to plan and execute effective email marking campaigns?

This course is for you!

Business analysts, project managers, and team leaders looking to optimize collaboration and data analytics within their organizations.

IT professionals responsible for managing SharePoint environments or Power BI implementations.

Decision-makers seeking to leverage data for informed business strategies and insights.

Anyone interested in enhancing their skills in SharePoint and Power BI to improve productivity and decision-making.

Accreditation

This course is accredited by the CPD Standards Office, ensuring that participants receive recognized continuing professional development credits. Upon completion, participants will be awarded a certificate acknowledging their expertise in leading AI and digital transformation initiatives, further enhancing their professional development and career prospects.

Progression

After successful completion of this course, you could progress on to

Managing SharePoint and Power BI