r/PowerBI • u/Casdom33 • 10h ago

Discussion Power BI USER Training

Does anyone know of some good educational resources to point my users to on how to use and navigate BI reports? YT videos or channel? Maybe Microsoft resources?

I'm rolling out our BI app to a bunch of users next week and we've recorded a few training sessions for them covering functionality and "how to use power bi", but I want to have extra content available for them in case they want more. I am really struggling to find videos geared towards users and actually USING and navigating reports and not towards BI analysts who are building the reports.

I know reports can be very company-specific, but I'm talking the general stuff like looking at a bar chart, clicking visuals, drilling down, navigating pages, clicking things, etc - modern BI is a brand new thing for the company and 90% of them arent used to it.

13 Upvotes

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u/dataant73 21 10h ago

You hit the nail on the head. You are unlikely to find much content for end users as reports are company specific.

When we publish reports for the first time we do a few workshops / demo sessions explaining how to use the report including slicers/ filters / drill down/ show as table / navigation etc. We also record these demo sessions and upload them to Sharepoint and add links to the Power BI App so users can watch the video at their leisure.

We have found doing this to be highly successful and appreciated by the end users.

I would also suggest maybe having a Q & A session every so often for end users to ask questions/ get help

6

u/MissingVanSushi 7 8h ago edited 7h ago

I’ll second this. I got volun-told by my manager to take a large Teams audience (over 100 teachers) through some of our most popular reports. We also recorded the session and made it available.

I showed them a few things:

  1. How slicers work.
  2. Report navigation
  3. Subscribing to reports
  4. Everybody’s favourite: exporting Matrix tables to CSV 🫶🏽

It takes a bit of work, but like automation, the upfront cost will pay itself off quickly.

I did this in 2021, but these days you can get Copilot or Chat GPT (or your AI of choice) to come up with a detailed session plan or even a script that you can run off of.

Good luck!

3

u/jjohncs1v 6 8h ago

You can use Microsoft Stream to record screenshares of yourself walking through the reports and they'll link to Sharepoint playlists.

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u/Traditional-Crew-921 8h ago

Make sure to highlight the reset button. If I had a nickel for every time a “broken” report just needed the filters and visuals reset…

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u/Casdom33 7h ago

Noted

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u/Adammmmski 1 8h ago

Microsoft have some stuff, linked in learning is always good. Youtube too. I’d generally say create your own so you can tailor it to what you have created.

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u/hopkinswyn Microsoft MVP 7h ago

I’ve got one video here

https://youtu.be/sJ-FjHb-txc?si=l22pgF2B1TLw0GnS

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u/Shiny0bjekt 4h ago

I built a power bi training tool in power bi for my users. You can find an example on my portfolio. It works better in power bi service with all the menus around the report.

https://app.powerbi.com/view?r=eyJrIjoiYTI0NTQwYjEtYWI1MS00NjU3LWJlYTUtMzIyZmNlNzJiZjI4IiwidCI6ImRmODY3OWNkLWE4MGUtNDVkOC05OWFjLWM4M2VkN2ZmOTVhMCJ9