Prepare and model
Explore data types, missing values and transformations in Power Query. Build relationships between a small fact table and dimensions, then discuss why a reusable semantic model matters for consistent reporting.
Data & AI / Overview
DIGITAL CLOUD / Data & AI
Power BI Workshop
Work through a focused reporting scenario. Discuss preparation, modeling, visualization and permissions using the decisions your team needs to make.
Plan your solution01
Power BI Workshop
Understanding the solution
The Power BI Workshop follows one reporting question from source data to an explainable report. Digital Cloud adapts exercises to participant experience and an agreed sample dataset. Preparation identifies the business question, available software and restrictions on company data.
Power BI connects data to interactive reports and dashboards. Data preparation and a shared semantic model help teams calculate measures consistently. Access rules, scheduled refresh and a controlled publishing process are part of making those reports useful beyond an individual spreadsheet. Useful analytics depends on consistent definitions and reliable source data. Connecting platforms is only part of the work: ownership, quality, access and reconciliation determine whether people can trust the result.
Capabilities and scope
Calculate and communicate
Create a small set of DAX measures and check their response to filters. Choose visuals that answer the business question, with clear units, period labels and a route from summary to detail.
Publish responsibly
Walk through workspace roles, sharing options and refresh dependencies. Demonstrate a suitable access test and discuss the licensing conditions that affect publishing and consumption in your environment.
A practical example
Participants build a monthly order analysis and investigate why filtering by customer changes one measure differently from another.
What your project can deliver
- An exercise report and model built around the chosen question.
- Annotated measures and a checklist for validating report totals.
- A personal practice plan covering refresh, access and next skills.
The final deliverables, licensing and responsibilities are agreed for your environment before implementation.
02
Requirements and considerations
List sources, reports, decision makers and data-quality concerns. Agree refresh needs, access rules, capacity and validation checks before moving a prototype into routine use.
Power BI Workshop
Project priorities
Report scenario
Modeling practice
Publishing rules
We begin with a conversation about the task, the people involved and the systems already in place. Together we identify what a useful result would look like and which dependencies need attention first. The agreed proposal sets the delivery boundaries, responsibilities and acceptance criteria.
Your engagement
How Digital Cloud can help
| Project phase | What happens |
|---|---|
| 01Prepare | Involve the relevant process owners and prepare a representative example. Agree on the questions to answer, the preparation needed and the information that can be used safely. |
| 02Review | Work through the agreed scenario with the team. Capture decisions, open questions and the technical or organizational changes needed to move forward. |
| 03Validate | Review the outputs together and assign next actions. A workshop or prototype informs the next decision; production implementation and continuing support are scoped separately. |
Power BI Workshop
Questions before you start
Is it suitable for beginners and advanced users together?
We agree the starting level first. Mixed groups can use a common scenario with differentiated exercises; deeper modeling topics may need a separate session.
What determines the cost and schedule?
The starting environment, integrations, user groups and agreed outputs determine the effort. We confirm scope and commercial terms before work begins. Software licenses, infrastructure consumption and ongoing support may be separate items.
What will we receive?
The proposal identifies the deliverables: these may include findings, a prioritized roadmap, a tested configuration, a prototype, documentation or training. We agree what is included and how completion will be assessed.
Can this work with our existing systems?
We review the actual applications, data sources and access requirements before recommending an integration. Dependencies and compatibility limits are recorded so the delivery plan reflects your environment.
What happens after the initial work?
You can use the findings to guide your own team or discuss a follow-on phase. Any maintenance, monitoring or support includes separately agreed service hours, responsibilities and response targets.
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