Course description
- Learn to start creating Forms and surveys that can collect data
- See options for collecting the responses in Excel or writing to a SharePoint List
- See how a Workflow can run when a new form is submitted and enable notification emails to be sent, as well as other template flows
- Create a simple report on data using Power BI
- Best Practice for working with colleagues on Solutions using the above tools
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
Request info
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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