In our seminar rooms or comfortably from home!

Power BI Workshop – Advanced Features & Practical Scenarios (1 Day)

Advanced techniques, automation & AI‑powered analytics

Expand your Power BI expertise and learn advanced techniques that help you design more efficient reports, automate processes, and perform deeper data analyses.
In this hands‑on 1‑day workshop, you will work with real‑world scenarios, advanced features, and AI‑powered visualizations to support smarter, data‑driven decisions.

Our experienced trainers will show you:

• how to use What‑If analyses, forecasting and simulation techniques effectively
• how to work efficiently with Dataflows, incremental refresh and DirectQuery
• how AI‑powered tools like Key Influencer Visuals and Quick Insights accelerate your analyses
• how to keep your reports clean, structured and scalable with Housekeeping best practices
• how to use Paginated Reports and PBIProjects for professional reporting workflows

Your Benefits at a Glance

• Intensive 1‑day workshop with hands‑on practice
• Practical application of advanced features: What‑If analyses, Dataflows, DirectQuery
• AI‑powered analytics for faster insights
• Tips & tricks for more efficient dashboards and improved performance
• Participation available on‑site or online

Workshop Content

Advanced Analytics & Simulation

• What‑If analyses
• Forecast simulations
• Scenario planning

Data Preparation & Automation

• Incremental refresh
• Power BI Dataflows
• Automated integration of various data sources

DirectQuery & Storage Modes

• Storage mode concepts
• Using DirectQuery efficiently
• Hybrid storage strategies

Versioning & Reporting Workflows

• Power BI Project versioning (PBIProjects)
• Structuring the development process

Paginated Reports

• Use cases
• Creation & formatting
• Integration into the Power BI Service

Housekeeping & Best Practices

• Display folders for measures
• Comments, descriptions & documentation
• Performance tips & structured report design

AI‑Supported Analytics

• Key Influencer Visual
• Quick Insights
• Use cases & limitations

Prerequisites

• Basic knowledge of Power BI Desktop or participation in “Power BI Fundamentals / Power BI Advanced”
• Experience with data modeling, pivot tables or dashboards is helpful

Target Audience

• Power BI users who want to apply advanced features and AI analytics
• Professionals in reporting, controlling, analytics & data‑driven teams
• Participants wishing to deepen their Power BI skills strategically

Efficient File Organization and Collaboration in the Cloud

In this course, participants learn how Teams, SharePoint, and OneDrive work together to store files centrally, collaborate on documents, and manage data securely. You will discover how to use cloud storage effectively to create structure, transparency, and efficiency in team collaboration.

Your Benefits

• Understand how Teams, SharePoint, and OneDrive are connected
• Work on the same documents with colleagues from any location
• Organize files securely and transparently using version history and sharing options
• Use modern cloud features for smooth teamwork and data transparency
• Optimize your file structure and reduce search time in your daily work

Course Content

Creating and Managing Files in Teams

• Create or upload new files
• Co-author documents simultaneously
• Edit files in Teams, in the browser, or in the desktop app
• Copy and move files
• Use the Files workspace in the navigation bar effectively

Understanding Cloud Storage

• Differences and interaction between SharePoint and OneDrive
• Structure of a team site and shared use within Microsoft 365

File Management in SharePoint

• Use version history and track changes
• Set up notifications and automatic updates
• Create file directories with Excel
• Share files and manage access permissions

Document Management with SharePoint Online

• Structure and layout of a document library
• Add and organize metadata
• Apply conditional formatting
• Create custom views

Using OneDrive Effectively

• Open OneDrive and understand the user interface
• Share files and folders
• Synchronize data and adjust sync settings in Windows Explorer

Requirements

Basic knowledge of Microsoft 365 or comparable experience with Office applications.

Target Group

Project managers, team leads, and users who want to store, manage, and share their files efficiently using Teams, SharePoint, and OneDrive.

Effective Communication and Team Organization with Microsoft Teams

Microsoft Teams has become the central hub of modern collaboration. In this seminar, participants learn how to structure teams effectively, use channels purposefully, and manage communication and file organization efficiently. In addition to the well‑known meeting features, you will discover how to use Teams as a central platform for organization, coordination, and project work.

Your Benefits

• Use Teams as a central workspace for communication, planning, and documentation
• Learn how to use teams, channels, and chats effectively for transparent collaboration
• Structure team spaces efficiently for departments or projects
• Connect Teams with OneNote and the cloud to manage files centrally
• Benefit from practical tips for efficient team organization and task coordination

Course Content

Interface & Navigation in Teams

• Elements of the navigation bar
• Managing your account and settings
• Overview of menus and functions

Communication Options in Teams

• Comparison of chat, meetings, and teams
• Effective use of group and private chats
• Planning and conducting meetings

Creating & Structuring Teams

• Team setup and role distribution
• Creating teams and adding members
• Creating and using standard, private, and shared channels

Posts & Conversations in Channels

• Creating posts with text, emojis, and stickers
• Converting posts into tasks
• Sending emails directly to a channel

Managing and Moderating Teams

• Key settings for team owners
• Channel moderation and permission management
• Creating tags and managing member groups

Collaboration with OneNote (Notes Tab)

• Getting started with OneNote Online
• Using the desktop app for advanced features
• Shared notebooks for teams and projects

File Management in Teams (Files Tab)

• Creating and uploading files in Teams
• Co‑authoring and commenting on documents
• Basics of working with cloud files (SharePoint & OneDrive)

Requirements

• Basic knowledge of Microsoft 365 or comparable experience with Office applications

Target Group

Project managers, team leads, and users who want to structure team collaboration, improve communication, and optimize digital workflows.

More Efficiency in Excel: Automate, Structure, Create Reports

In this hands-on Excel workshop, you will learn how to efficiently process, automate, and analyze lists and data. Using macros, conditions, and smart automation techniques, you will streamline your daily work and save valuable time.

You will discover how to perform automated checks, structured copying, and data consolidation, and how to present your results in meaningful reports. After this seminar, you will be able to manage large or complex Excel lists reliably and professionally.

Your Benefits at a Glance

• Learn macros and automation without needing to be a programming expert
• Optimize large datasets and create automated reports
• Save time and reduce errors with smart Excel techniques
• Hybrid workshop: participate on-site or live online

Seminar Content

Solutions with Programming / Macros

• Create your own macros and use them effectively
• Start macros directly from the worksheet
• Use variables and make automated decisions
• Understand and apply events purposefully

Automated List Processing

• Automated checks and structured list organization
• Copy rows containing specific values
• Consolidate data for reporting
• Remove empty rows and distribute large lists across multiple sheets

Creating Reports

• Save results as value copies
• Practical applications for reports and management summaries

Target Group

This seminar is designed for anyone who regularly prepares numbers and lists, especially:

• Business decision-makers
• Controllers
• Accounting staff
• Excel users who want to apply automation and macros in a practical way

Requirements

• Solid basic knowledge of Microsoft Excel
• Experience with tables, formulas, and basic functions is helpful