Course description
Microsoft Forms, Power Automate, and Power BI
Master the art of data collection, automation, and visualisation with this comprehensive course!
Harness the Power of Three - Microsoft Forms, Power Automate, and Power BI:
- Microsoft Forms: Design engaging surveys and forms to gather valuable data from any audience.
- Power Automate: Automate repetitive tasks triggered by form submissions, streamline workflows, and save time.
- Power BI: Transform collected data into clear, insightful reports with powerful visualisation tools.
This Microsoft Forms, Power Automate, and Power BI course delves into:
- Creating Effective Forms: Learn best practices for crafting engaging forms that capture the information you need.
- Data Collection Options: Explore flexible options for storing form responses in Excel or SharePoint Lists.
- Workflow Automation with Power Automate: Unleash the power of Power Automate to trigger automated actions like sending notification emails based on form submissions. Explore pre-built templates to streamline common tasks.
- Data Visualisation with Power BI: Create compelling reports that showcase insights from your collected data with Power BI's intuitive interface.
- Collaboration Best Practices: Learn essential tips for working seamlessly with colleagues on solutions utilising Microsoft Forms, Power Automate, and Power BI.
Empower yourself and your team with Microsoft Forms, Power Automate, and Power BI!
Upcoming start dates
Choose between 2 start dates
Suitability - Who should attend?
- People who are looking to use the Office365 tools to collect data and store / process that data using Power Automate, SharePoint Lists and Power BI reports
- This course gives an introduction to the tools and creates a simple worked example so you can see how the different components can work together
Training Course Content
Overview of the Office 365 Tools
- Some business scenarios and options for collecting and using and reporting on data, both from internal and external users
Microsoft Forms
- Understand what Microsoft Forms is used for and what it is capable of
- Types of Form - Surveys vs Quiz and differences
- Using Microsoft Forms from Microsoft Teams for internal users
- Design a basic Microsoft Form and types of questions
- Add a branching rule within a form
- Understand how Forms data is stored
- View responses and export to Excel
- Ways to access the responses submitted
- Export the Forms data to Excel
The Power Platform, Power Automate and Power BI
- Understand the concept of Power Platform and its components
- Understand what Microsoft Power Automate is used for
- Understand what Microsoft Power BI is used for
Power Automate Flows
- Access Microsoft Power Automate and understand the concept of a Flow
- Explore pre-built Templates and Create a Flow from a Template
- Understand connections to sources such as Microsoft Forms, SharePoint or Teams
- Identify triggers and actions in a Cloud Flow
- Prepare a basic Cloud Flow from blank
- Test a basic Cloud Flows and identify the results
- Understanding Conditions, Expressions and Dynamic data in a Flow
- Formatting and email with a link to a document or SP list item
Introduction to Power BI
- Access Power BI (Cloud and Desktop) and understand what Power BI is capable of
- Connect Power BI to a data source
- Filter a data source in Power BI
- Summarise and present data in a Power BI report
- Prepare and publish Reports and create a Dashboard in Power BI
Best Practices and Hints and Tips
- Sharing and collaborating on solutions with your colleagues
- Using service accounts and Groups to provide resilience in case of staff moves
- Import and Export of Flows
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Imagine Training
e-Innovation Centre
Priorslee Campus, University of Wolverhampton
TF2 9FT Telford Shropshire
Imagine Training
Welcome to Imagine Training, empowering businesses through comprehensive Microsoft 365 training with a particular emphasis on Excel Training. As we navigate through the rapidly evolving digital age, our mission is to ensure your organisation not only keeps pace but excels....
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