Power BI Process Management

A course for those involved with Process/Workflow/Lifecycle Management, Case Management, measuring Case Loads and so forth.

Send prefered dates and group size to hello@generalBI.com.

Prerequisites

No prerequesites.

Audience

This course addresses patterns that occure in these business areas:

  • Process Management – tracking items through a set of stages.
  • Workflow Management – managing and tracking tasks or items through defined steps.
  • Lifecycle Management – especially if the item has a start, middle, and end (e.g., a case, job, or application).
  • Work-in-Progress (WIP) Tracking – common in manufacturing or service industries to track items and their stage of completion.
  • Pipeline Analysis – used in sales, recruitment, manufacturing, and project management.
  • Cohort Analysis – often used when tracking items (or people) over time, grouped by a shared characteristic (e.g., entry date, cohort).
  • Stage-based Analytics – analyzing how many items are at each stage over time.
  • Time-in-State Analysis – understanding how long items stay in a stage and how many are active at a given time.
  • Throughput Tracking – how many items pass through a system in a given time period.
  • Production Flow Management – in manufacturing.
  • Case Tracking – in legal, healthcare, or support settings.
  • Application Pipeline Management – in HR, school admissions, or government processing.

Course Content

  • Tabular and Cross Tabular information.
  • Time Intelligence concepts.
  • Unpivot vs. Pivot.
  • Government fiscal years beginning April 1st and July 1st.
  • Surrogate Keys.
  • Kimbal methodology.
  • Star Schema.
  • Measures and organizing measures with Measures Tables and Display Folders.
  • Workload and Velocity calculations.
  • Speed of Service with and without workdays.
  • Time intervals with and without workdays included.

Course Setup Checklist

  • Power BI Desktop:
    • Work computers: Install via your software center or contact your help desk.
    • Personal computers: A free download link will be provided upon registration.
  • Computer with at least two monitors and a mouse.
  • The course files (download link provided when you register).