EQC-AUT-602 Power BI Essentials (25 Nov 2026)

Course Overview

This practical one-day course teaches delegates how to use Microsoft Power BI to turn data into meaningful reports and interactive dashboards.

Designed specifically for charities, CICs, community organisations and sole traders, the course focuses on analysing and presenting information relating to funding applications, community engagement, volunteer activity, project delivery, service outcomes, beneficiary data and organisational performance.

The course focuses on the cloud-based features of Microsoft Power BI and demonstrates how organisations can move beyond spreadsheets to create clear, visual reports that support evidence-based decision-making and funding applications.

Who Should Attend?

This course is suitable for:

• CIC founders
• Charity staff
• Community project workers
• Volunteers
• Administrators
• Project coordinators
• Fundraising staff
• Trustees
• Monitoring and evaluation officers
• Sole traders working in the community sector

What You Will Learn

By the end of the course attendees will be able to:

• Understand the purpose of Power BI
• Import and prepare data
• Create reports and dashboards
• Build charts and visualisations
• Filter and analyse information
• Identify trends and patterns
• Produce reports for trustees and funders
• Share reports with colleagues and stakeholders
• Improve evidence gathering and impact reporting

Prerequisites

Delegates must:

• Have a Microsoft 365 account
• Have access to Power BI
• Be able to log in to Microsoft 365
• Have basic spreadsheet skills
• Have an understanding of rows, columns and simple data tables
• Be able to join a Microsoft Teams meeting

No previous Power BI experience is required.

What Is Included?

• Live trainer-led delivery
• Digital course workbook
• Practical exercises
• Exercise files and datasets
• Dashboard templates
• Certificate of attendance
• Post-course reference guide
• Q&A session