Microsoft Power BI. From data to strategic decisions

This web application is a powerful, all‑in‑one financial analysis platform designed to transform raw accounting data into strategic business insight. It enables companies to seamlessly manage and analyze their financial statements, combining real data and what‑if simulations to support smarter decision-making.

At its core, the platform provides a dynamic KPI dashboard, where key financial indicators—such as EBITDA, ROE, ROI, liquidity ratios, and leverage—are visualized through interactive charts and real‑time comparisons. Users can explore trends over time, evaluate performance, and instantly understand how operational changes impact results.

Beyond internal analysis, the application stands out by integrating macroeconomic intelligence. Users can examine economic indicators at global, regional, or country level, gaining valuable context on factors like growth, inflation, and public debt. This enables a deeper understanding of how external economic conditions influence business performance and strategy.

The platform also delivers automated narrative reporting, translating complex financial data into clear, professional insights combined with actionable recommendations. Advanced threshold and alert systems highlight critical values, helping users quickly identify risks and opportunities.

Designed for CFOs, consultants, and business leaders, this solution goes beyond traditional financial tools by merging financial analysis, scenario simulation, and macroeconomic context into a single, intuitive environment—empowering data-driven decisions with clarity and confidence.

FAQ

1. What is this App used for?

This App analyzes financial statement data, calculates KPIs, and helps users interpret performance through dashboards, charts, reports, thresholds, and simulations. It supports profitability, liquidity, debt, and sustainability analysis.

2. What data can I enter?

You can enter balance sheet and income statement data: assets, inventories, receivables, cash, equity, debt, revenues, costs, EBITDA, EBIT, financial expenses, and net income. Simulated data support scenario analysis.

3. Which KPIs are calculated?

The App calculates ROE, ROI, ROS, Current Ratio, Leverage, Net Financial Position, EBITDA, EBITDA Margin, cost incidence, interest coverage, net income, and revenues.

4. How are critical values shown?

Critical values are highlighted with colors and warnings. Configurable thresholds classify results as positive, warning, or critical, helping users identify areas needing attention.

5. Can I customize thresholds?

Yes. Users can define thresholds for each KPI, adapting value classification to different industries, company sizes, and evaluation criteria.

6. What are simulated data used for?

Simulated data compare hypothetical scenarios with actual results. Users can test changes in revenues, costs, debt, liquidity, or net income and assess KPI impact.

7. Can I compare financial years?

Yes. The App supports multi-year comparison, trend analysis, year-over-year changes, and provisional versus final financial statement comparison.

8. Does the App generate reports?

Yes. The Report section creates narrative analysis, interprets KPIs, highlights critical areas, and links results to possible corrective actions.

9. Can I export data?

Yes. The App supports Excel, CSV, and JSON backup export, allowing users to store, share, process, or restore data.

10. Where are data stored?

Data are stored locally in the browser through IndexedDB. JSON backup and restore functions are also available.

This web application is a powerful, all‑in‑one financial analysis platform designed to transform raw accounting data into strategic business insight. It enables companies to seamlessly manage and analyze their financial statements, combining real data and what‑if simulations to support smarter decision-making.

At its core, the platform provides a dynamic KPI dashboard, where key financial indicators—such as EBITDA, ROE, ROI, liquidity ratios, and leverage—are visualized through interactive charts and real‑time comparisons. Users can explore trends over time, evaluate performance, and instantly understand how operational changes impact results.

Beyond internal analysis, the application stands out by integrating macroeconomic intelligence. Users can examine economic indicators at global, regional, or country level, gaining valuable context on factors like growth, inflation, and public debt. This enables a deeper understanding of how external economic conditions influence business performance and strategy.

The platform also delivers automated narrative reporting, translating complex financial data into clear, professional insights combined with actionable recommendations. Advanced threshold and alert systems highlight critical values, helping users quickly identify risks and opportunities.

Designed for CFOs, consultants, and business leaders, this solution goes beyond traditional financial tools by merging financial analysis, scenario simulation, and macroeconomic context into a single, intuitive environment—empowering data-driven decisions with clarity and confidence.

FAQ

1. What is this App used for?

This App analyzes financial statement data, calculates KPIs, and helps users interpret performance through dashboards, charts, reports, thresholds, and simulations. It supports profitability, liquidity, debt, and sustainability analysis.

2. What data can I enter?

You can enter balance sheet and income statement data: assets, inventories, receivables, cash, equity, debt, revenues, costs, EBITDA, EBIT, financial expenses, and net income. Simulated data support scenario analysis.

3. Which KPIs are calculated?

The App calculates ROE, ROI, ROS, Current Ratio, Leverage, Net Financial Position, EBITDA, EBITDA Margin, cost incidence, interest coverage, net income, and revenues.

4. How are critical values shown?

Critical values are highlighted with colors and warnings. Configurable thresholds classify results as positive, warning, or critical, helping users identify areas needing attention.

5. Can I customize thresholds?

Yes. Users can define thresholds for each KPI, adapting value classification to different industries, company sizes, and evaluation criteria.

6. What are simulated data used for?

Simulated data compare hypothetical scenarios with actual results. Users can test changes in revenues, costs, debt, liquidity, or net income and assess KPI impact.

7. Can I compare financial years?

Yes. The App supports multi-year comparison, trend analysis, year-over-year changes, and provisional versus final financial statement comparison.

8. Does the App generate reports?

Yes. The Report section creates narrative analysis, interprets KPIs, highlights critical areas, and links results to possible corrective actions.

9. Can I export data?

Yes. The App supports Excel, CSV, and JSON backup export, allowing users to store, share, process, or restore data.

10. Where are data stored?

Data are stored locally in the browser through IndexedDB. JSON backup and restore functions are also available.

In this lesson we will proceed to an introduction to the Power BI tool by first installing the free desktop version without time limits.

We will also look at possible sources of data source. Microsoft 364 gives us a lot of options and also provides us with two populated databases to start learning Power BI: a table directly built in Power BI and an Excel sheet to synchronize.

You also have the Microsoft Access file with the 8000 Italian municipalities that we will also use both to show the synchronization process and for the construction of reports in Power BI.

Find all the files and links in the resources of this lesson.

Web Prompts Generator for Microsoft 365 Copilot and Google Gemini (or other artificial intelligence tools).

Ask questions in natural language to get complex answers, including programming code (e.g., Excel macros, flow configuration in Power Automate, setting up lists and libraries in Share Point).

The promtp is designed to create the business management solution you need or want to study and return it in the form of an already formatted Microsoft Word file (margins, font, justified text, summary tables, check lists, attribution of levels to paragraphs and subparagraphs to be able to create the summary in a few clicks).

Prompt Engineering and AI Assistants

Imagine being able to interact with AI tools like Microsoft 365 Copilot or Google Gemini simply by describing what you need. This is the power of prompt engineering: the art of writing effective and detailed prompts to get high-quality, relevant answers from AI. In other words, prompt engineering is about strategically formulating the commands and questions that we will provide to a generative AI system, so as to guide the AI towards precise and useful results.

Microsoft 365 Copilot is an AI assistant integrated into Microsoft 365 apps (such as Word, Excel, Outlook, Teams, etc.) designed to help users write text, analyze data, and perform everyday tasks by combining AI with available business data. Google Gemini (part of Google's suite of AI solutions) is an advanced generative AI model that powers tools such as Google Bard and Google Workspace's new intelligent assistants, which can understand complex prompts and provide creative, contextualized answers. Both of these AI assistants, as well as other generative AI applications, can become much more effective when the user provides a well-structured and comprehensive prompt.

Writing a good prompt is crucial because quality instructions generate quality responses. A clear and detailed prompt helps the AI better understand the context, objective, and constraints of your request, reducing the risk of misunderstandings and increasing the relevance of your answers. That's where the Prompt Generator for Microsoft 365 Copilot and Google Gemini comes in: a tool designed to guide you step-by-step in creating comprehensive prompts tailored to various business or educational scenarios.

PROMPT BUILDER OVERVIEW

The Prompt Generator for Microsoft 365 Copilot and Google Gemini is an interactive tool that helps you build detailed requests to give to AIs. It looks like a form divided into several sections, with drop-down fields (drop-down menus), text boxes, and buttons, designed to collect all the information you need to formulate a complete prompt.

In the main frame of the application, you will find two main tabs side by side:

· "Input data" tab: contains the form where you can enter all the information of your scenario – from the main selections (sector, topic, declination, detail) to the apps to be involved, up to the free text fields for objectives, constraints and available data. It is the section where you build the prompt piece by piece.

· " Preview prompt" tab: shows the final result, i.e. the prompt generated based on the data entered. Here you will also find commands to copy, save or export the generated text and to manage saved prompts, as well as a source search function to collect useful references.

At the top of the page is a header with the title of the tool and a brief description of how to use it. By default, a reminder appears: "Select industry, topic, declination (focus), detail, and the apps involved. Add the other optional fields and generate a prompt ready to paste into AI apps." At the bottom, the interface could offer additional tools, such as a language switcher (to switch to an interface in another language) and the indication Powered by Riccardo Dominici, the developer who made the application.

In the following sections, we'll go over each element of this interface in detail and explain how to best use it.

Key features at a glance:

· Step-by-step guide to compiling Sector, Topic, Focus, Detail and App selection.

· Optional fields to define objectives, constraints and available data, so as to make the prompt more contextualized.

· Dynamic operational notes (for selections and apps) and built-in notepad (Clipboard) to build structured prompts.

· Automatic suggestions to enrich the operational notes related to individual apps.

· Preview , generate, and review the prompt (Generate/Update) to iterate quickly.

· Built-in source search to collect useful references (documentation and resources).

· Save , library, and export prompts (backup/import, export to TXT/Word/PDF, and print).

Checklist

✓ You know how to distinguish the two tabs Input Data and Prompt Preview and what they are for.

✓ You are clear which fields are mandatory (Sector, Topic and at least 1 App).

✓ Know where to find (and when to use) Copy/Save/Export and Source Search.

SEARCH ENGINE WITH ALGORITHM ON MICROSOFT SOURCES

Persistent interactions on your PC even on notepad notes, attached files and recorded links of educational interest: you find everything when you later reconnect to the web page.

The search system allows you to easily and immediately explore content from official Microsoft sources, helping the user to quickly find updated material, guides, news and insights. The use is natural: you enter a keyword and the system returns relevant results, organized in clear and easily searchable cards. You can narrow your search by choosing specific periods or focusing on a certain application or area of Microsoft 365, so you get only what you really need. During processing, the interface shows the progress and, once the search is complete, presents the contents in an orderly manner, with a title, a short description and direct access to the original asset. The goal is to offer a single point in which to stay up to date and find reliable information, making the whole process faster, smoother and oriented towards continuous training and professional updating.

A dedicated popup is available for each application, accessible from the relevant button, which allows you to automatically generate a collection of the news of the last 365 days, accompanied by tools designed for training and in-depth analysis. Within the same environment there is in fact a glossary of fundamental terms, a quiz with 20 multiple-choice questions, a structured exercise with an indication of the success criterion for each step and a collection of 100 real business cases from which to draw practical ideas for the use of the application. A popup dedicated to free search is also available, equipped with a drop-down menu that suggests features and topics to explore, so as to guide the user in discovering the most relevant topics. All these elements make the system a single and reliable place to update, learn and improve your skills in the Microsoft 365 ecosystem, with an experience designed to be fluid, clear and oriented towards continuous training.

15 multiple choice questions for each point with explanations of the correct answers

Power BI UI and Navigation

Importing and connecting to data sources in Power BI

Transforming and Cleaning Data with Power Query

Data modeling and relationships

Creating Calculated Measures and Columns with DAX

Advanced use of DAX functions

Visualizing data and choosing appropriate graphs

Customizing and formatting views

Creating interactive reports

Using filters and slicers to segment data

Manage and organize reports with workspaces

Publishing and Sharing Reports to Power BI Service

Secure data sharing and collaboration

Creating and managing dashboards

Using Power BI Mobile

Power BI integration with other Microsoft applications

Automating Workflows with Power Automate

Using Power BI Embedded to Integrate Reports into Applications

Data Security and Permissions Management

Optimizing Report Performance

Using Natural Language with Q&A

Real-time data analysis

Creating paginated reports with Power BI Report Builder

Using Templates and Themes

Localization and internationalization of reports

Best practices for report design

Using Power BI Desktop vs Power BI Service

Understanding Power BI architecture and its components

Troubleshooting common issues in Power BI

How to stay up to date on new Power BI features

15 multiple choice questions for each point with explanations of the correct answers

APPROXIMATEDISTINCTCOUNT

AVERAGE

AVERAGEA

AVERAGEX

COUNT

COUNTA

COUNTAX

COUNTBLANK

COUNTROWS

COUNTX

DISTINCTCOUNT

DISTINCTCOUNTNOBLANK

MAX

MAXA

MAXX

MIN

MINA

MINX

PRODUCT

PRODUCTX

SUM

SUMX

15 multiple choice questions for each point with explanations of the correct answers

AND

BITAND

BITLSHIFT

BITOR

BITRSHIFT

BITXOR

COALESCE

FALSE

IF

IFERROR

IF.EAGER

NOT

OR

TRUE

SWITCH

15 multiple choice questions for each point with explanations of the correct answers

CALENDAR

CALENDARAUTO

DATE

DATEDIFF

DATEVALUE

DAY

EDATE

EOMONTH

HOUR

MINUTE

MONTH

NETWORKDAYS

NOW

ORA

QUARTER

SECOND

TIMEVALUE

TODAY

UTCNOW

UTCTODAY

YEAR

YEARFRAC

WEEKDAY

WEEKNUM

15 multiple choice questions for each point with explanations of the correct answers

ADDCOLUMNS

ADDMISSINGITEMS

TABLE CONSTRUCTOR

CROSSJOIN

CURRENTGROUP

DETAILROWS

DATATABLE

DISTINCTCOLUMN

DISTINCTTABLE

EXCEPT

FILTERS

GENERATE

GENERATEALL

GENERATESERIES

GROUPBY

IGNORE

INTERSECT

NATURALINNERJOIN

NATURALLEFTOUTERJOIN

ROLLUP

ROLLUPADDISSUBTOTAL

ROLLUPGROUP

ROLLUPISSUBTOTAL

ROW

SELECTCOLUMNS

SUBSTITUTEWITHINDEX

SUMMARIZECOLUMNS

TOPN

TREATAS

UNION

SUMMARIZE

VALUES

15 multiple choice questions for each point with explanations of the correct answers

CROSSFILTER

RELATED

RELATEDTABLE

USERELATIONSHIP

Why this eBook package is available to you

The Microsoft 365 suite was designed and continues to evolve with a clear goal: maximizing business productivity. Understanding it thoroughly means making the most of the management tools that are indispensable in today’s work environment. For this reason, in addition to the course content, I have decided to provide you with an eBook package dedicated to applications not directly covered by the program.

This choice stems from my experience as a professional and trainer: I know how important it is to have a comprehensive overview of the Microsoft 365 ecosystem. Knowing a single app isn’t enough; it’s crucial to understand the connections and potential that arise from the integration of different tools. The eBooks will allow you to acquire cross-functional skills, useful both for tackling daily work challenges and for enhancing your resume with in-demand skills.

Each manual has been carefully crafted, including operating procedures, practical examples, and tips for optimizing workflows. This way, you can navigate the suite with confidence, reduce learning time, and increase your autonomy. While some applications aren’t covered in the course, they often become essential for completing complex tasks or collaborating in a team.

The eBook package is therefore an added value: it offers you immediate resources for learning, problem-solving, and improving your productivity. It’s an investment in your professional future, as it allows you to present yourself with concrete, certified skills.

These manuals allow you to address everyday needs without wasting time online. They are designed to provide you with practical solutions.

The package is a true skills accelerator: it helps you work more efficiently and showcase concrete skills on your resume.

Below you’ll find screenshots of the table of contents and an excerpt from each eBook, so you can evaluate the quality of the content.

1. WHAT IS Power BI

1.1. Introduction to Power BI

1. 2 Main components of Power BI

a) Power BI Desktop

b) Power BI Service

c) Power BI Mobile

d) Power BI Gateway

e) Power BI Report Server

1. 3 Connectivity and integration

a) Database Connectivity

b) Integration with files and spreadsheets

c) Access to Web Services and APIs

d) Connection to Big Data platforms

e) Synchronization with Social Media platforms

1.4 Views and reports

a) Simple tables and charts

b) Flowcharts

c) Geographic maps

d) Scatter and bubble charts

e) Combo and waterfall charts

1. 5 Data Security and Governance

a) Importance of data security

b) Access control features

c) Audit and monitoring of data use

d) Regulatory compliance

e) Data reliability and integrity

2. DAX LANGUAGE NOTIONS

2.1 Introduction to the DAX language

a) Basics

b) DAX Syntax

c) Types of DAX functions

d) Calculated measures and columns

e) Best practices for using DAX

2.2 DAX Syntax

a) Introduction to DAX syntax

b) Functions and operators in DAX

c) References to columns and tables

d) Context of DAX formulas

e) Best practices for writing DAX syntax

2.3 Types of DAX functions

a) Aggregation functions

b) Logical functions

c) Text functions

d) Date and time functions

e) Mathematical functions

2.4 Measures and calculated columns

a) Introduction to measures in the DAX

b) Creation of effective measures

c) Introduction to calculated columns

d) Advantages of calculated columns

e) Good practices for using calculated measures and columns

2.5 Best practices for using DAX

a) Creating dynamic measures

b) Optimizing calculated columns

c) Using filter context functions

d) Reduction of calculations to the minimum necessary

e) Performance evaluation

3. IMPORTANCE OF CALCULATED MEASURES AND COLUMNS

3.1 Crucial role of measures

a) Importance of Measures in the DAX

b) Effectiveness in Dynamic Analyses

c) Performance optimization

d) Accuracy and Relevance of Data

e) Improving the Quality of Reports

3.2 Advantages of using calculated columns

a) Ease of understanding and use

b) Creation of predefined categories and segmentations

c) Support for filtering operations

d) Efficiency in data preparation

e) Greater data integrity

3.3 Performance optimization

a) Reduction of calculated columns

b) Efficient use of relationships

c) Data segmentation

d) Optimizing DAX expressions

e) Performance monitoring and tuning

3.4 Flexibility in analysis

a) Introduction to the combined use of measures and calculated columns

b) Advantages of measurements in dynamic analyses

c) Using calculated columns for a solid basis of analysis

d) Performance optimization. Combined use of measures and calculated columns

e) best practices for implementing calculated measures and columns

3.5 Improving the quality of reports

a) Importance of measures for data accuracy

b) Flexibility of measures in dynamic analyses

c) Role of calculated columns in data preparation

d) Optimizing data model performance

e) Improved overall reporting quality

1. Introduction and overview of the update

2. Events and Announcements Fabric Data Days and FabCon 2026

Fabric Data Days: Live training and community action

FabCon 2026: The Power BI and Fabric Community Conference

3. General News Deprecation of Visual R and Python

What is changing and in what context

Timing of the deprecation

What users and organizations need to do

Practical implications and considerations

4. Copilot and AI. Artificial Intelligence at the Service of Data Analysis

Standalone Copilot in the Mobile App Ask Anything, Anywhere

Standalone Copilot Web Updates

Improved Copilot Report

Improvements to Verified Answers

Remote Power BI Model Context Protocol (MCP) Server

Automatic column expansion in matrices ( Grow to fit )

New Card View

Enhanced image visualization

OneLake Catalog User Data Functions in Translytic Streams

6. Modeling News

Versioning of the semantic model

TMDL in Visual Studio Code (GA) Advanced Tabular Model Editor

7. Data Connectivity. Next-generation Spark and Impala connectors

8. What's New in Views. Part One

KPI monitoring range coverage

Decomposition Tree. All Expanding mode

Dynamic Legends in Zebra BI Charts. Legends that change with the filter.

Drill Down Bubble PRO by ZoomCharts. Interactive multi-level bubble charts.

9. What's New in Views (Part 2)

Power BI Theme Generator: Create custom themes with AI and best practices.

Power Gantt Chart by Nova Silva. Managing task dependencies

10. Conclusions

CHAPTER 1 WHAT IS MICROSOFT TEAMS?

1.1 Evolution and Integration with Microsoft 365

1.2 Core Features Supporting Teamwork

1.3 Extensibility, security and modern use cases

CHAPTER 2 SIGNING IN AND GETTING STARTED

2.1 Navigating the Teams interface: chat, teams, calendar, calls, files

2.2 Onboarding support: help, tips, status, and customizing your experience

2.3 Meetings, mobile access, deeper integrations, and security considerations

CHAPTER 3 TEAMS AND CHANNELS

3.1 Teams as containers, channels as subdivisions

3.2 Standard, private, and shared channels: access and use cases

3.3 Inside a channel: posts, files and tabs

3.4 Centralizing communication and resources in One Place

3.5 - Managing your workspace: pinning, notifications, and lifecycle

3.6 Use cases: education and governance considerations

CHAPTER 4 CHAT AND CONVERSATIONS

4.1 Starting and managing chats: One-on-One, groups and threads

4.2 Expressiveness and productivity in chat: emojis, files, mentions and search

4.3 Integration with meetings, notifications, mobile and security

4.4 Meeting chats, chat history management and the impact on collaboration

GUIDED EXERCISES ON THE TOPICS COVERED IN THE CHAPTER

1. Starting and managing chats

2. Expressiveness and productivity in chat

3. Integration with Meetings

4. Collaboration impact

CHAPTER 5 MEETINGS AND VIDEO CALLS

5.1 Scheduling meetings with the integrated calendar and Outlook

5.2 Joining Meetings: One-Click access and user experience

5.3 Audio and video options: customizing your meeting presence

5.4 Screen sharing capabilities and use cases

5.5 In-Meeting collaboration: chat, reactions and file sharing

5.6 Recording meetings: saving and sharing meeting content

5.7 Accessibility features: live captions and transcription

5.8 Advanced features: breakout rooms and meeting controls

5.9 External guests, recurring meetings, and integration with Microsoft 365

GUIDED EXERCISES ON THE TOPICS COVERED IN THE CHAPTER

1. Scheduling meetings with the integrated calendar and Outlook

2. Joining Meetings

3. Audio and video options

4. Screen sharing

5. In-Meeting Collaboration

6. Recording Meetings

7. Accessibility features

8. Advanced features

9. External guests

CHAPTER 6 SHARING FILES AND COLLABORATION

6.1 Uploading and sharing files: from device or cloud into teams

6.2 Real-Time Co-Authoring: working together on documents instantly

6.3 Organizing and Managing Files

6.4 Security and compliance: keeping shared files safe and controlled

6.5 Contextual collaboration: comments, mentions and integrations

6.6 External collaboration, structured workflows, and use cases

GUIDED EXERCISES ON THE TOPICS COVERED IN THE CHAPTER

1. Uploading and sharing files

2. Real-Time Co-Authoring

3. Organizing and managing files

4. Security and Compliance

5. Contextual Collaboration

6. External collaboration

CHAPTER 7 USING TABS AND APPS

7.1 Tabs: quick access to important tools and files

7.2 Integrating Apps via Tabs: examples and use cases

7.3 Beyond Tabs: bots, messaging extensions and notifications

7.4 Security, compliance and best practices for Tabs and Apps

7.5 Use cases recap. Project management, education and remote work

GUIDED EXERCISES ON THE TOPICS COVERED IN THE CHAPTER

1. Learn to use Tabs in Teams channels and chats

2. Integrating Apps via Tabs

3. Beyond Tabs

4. Security and compliance

5. Project Management, Education and Remote Work

CHAPTER 8 NOTIFICATIONS AND ACTIVITY FEED

8.1 Purpose and Importance of Notifications and the Activity Feed

8.2 How the activity feed works

8.3 Notification types and delivery methods

8.4 Customizing notification settings

8.5 Advanced features and best practices

GUIDED EXERCISES ON THE TOPICS COVERED IN THE CHAPTER

1. Messages, mentions, or updates

2. How the activity feed works

3. Notification types and delivery methods

4. Customizing notification settings

5. Advanced features

CHAPTER 9 SETTINGS AND PERSONALIZATION

9.1 Accessing settings and updating your profile

9.2 Notification settings: staying informed without overload

9.3 Appearance and theme customization

9.4 Privacy and security settings

9.5 Language, regional and accessibility options

9.6 Organizing your workspace: pinned Items, favorites and status

9.7 Cross-Device experience, educational use and conclusion

GUIDED EXERCISES ON THE TOPICS COVERED IN THE CHAPTER

1. Accessing settings and updating your profile

2. Notification Settings

3. Appearance and theme customization

4. Privacy and security settings

5. Language, regional and accessibility options

6. Pinned items, favorites and status

7. Education Use

CHAPTER 10 TIPS FOR PRODUCTIVE TEAMWORK

10.1 Structuring channels by topic or function

10.2 Open, respectful and structured communication

10.3 Sharing feedback and celebrating achievements

10.4 Respecting time and availability

10.5 Planning and running efficient meetings

10.6 Streamlining collaboration with file sharing and Co-Authoring

10.7 Enhancing teamwork with Apps and Tabs

10.8 Establishing team norms and expectations

GUIDED EXERCISES ON THE TOPICS COVERED IN THE CHAPTER

1. Structuring channels by topic or function

2. Structured communication

3. Sharing feedback

4. Respecting time

5. Planning and running efficient meetings

6. Streamlining collaboration

7. Enhancing teamwork with Apps and Tabs

8. Establishing team norms

MICROSOFT SHAREPOINT ONLINE

1. THE POTENTIAL OF THE APPLICATION

a) Secure information storage

b) Efficient content organization

c) Smart and controlled sharing

d) Accessibility from any device

e) Improving productivity

f) Facilitating collaboration between team members

g) Platform customization and adaptability

h) Security, reliability and compliance

i) Sustainability and economic benefits

j) Practical examples of using SharePoint Online

2. INTERACTIONS WITH OTHER MICROSOFT 365 APPS

a) SharePoint Online and Microsoft Teams Integration

b) SharepPint Online and One Drive Integration

c) SharePoint Online and Outlook Integration

d) SharePoint Online and Office Integration

e) Benefits of integration

f) Conclusions

3. ACTORS IN SHARE POINT

a) The SharePoint Administrator

b) The owners of the site

c) Members of the site

d) Guests of the site

e) The Visitors

f) Additional Considerations and Best Practices

4. EXAMPLES OF USE IN THE COMPANY

a) Project Management

b) The corporate intranet

c) Document Management

d) Process Automation

e) Conclusions

5. ILLUSTRATIVE POWER POINT SLIDES. Commented screenshots

a) Introduction to Microsoft Share Point Online (30 Slides)

b) Working with Lists (15 Slides)

c) Working with Document Libraries (20 Slides)

d) Common Features for Lists and Document Libraries (28 Slides)

e) The Site's Pages and Web Parts (79 Slides)

f) The Permit System: Who Can Do What (46 Slides)

g) Navigation and Search (5 Slides)

6. LEARNING PLAN. 4 months (16 weeks - 1 hour a day)

a) Learning Modules Table

b) Weekly Self-Assessment Template

c) 100 Review Questions, 10 for each module, and correct answers

CHAPTER 1 THE MICROSOFT PLANNER USER INTERFACE

1. Navigation pane and content area

2. Create Plan Button (New Plan)

3. Viewing the list of plans and adding to favorites

4. Viewing Assigned to me tasks

5. Grid Activity Views

6. Viewing activities in columns (Blackboard)

7. Activity visualizations in graphs

8. Viewing Activities in the Calendar (Schedule)

9. Adding members to the plan

10. Other features

CHAPTER 2 CREATING A NEW PLAN

1. Opening the plan creation panel

2. Assigning the name and choosing the 365 group

3. Set the plan's privacy. Public or private.

4. Adding new users to the plan

5. Adding members to the plan

6. Automatic creation of Office 365 group when plan is created

7. Canceling the 365 Group and Planner plan

8. Creating a Planner plan from an existing Microsoft 365 group

9. Automatic emails to members upon plan creation

10. Automatically create a SharePoint site

11. Integrating Planner into SharePoint

12. Integrating Planner (Tasks) and To Do into Microsoft Teams

13. Integrating Planner into Microsoft To Do

14. Planner Notebook (OneNote Built-in)

15. Automatically integrate Planner with OneDrive

16. Integrate the Planner calendar into Outlook calendar

17. Integrating Planner with PowerApps

CHAPTER 3 - PLAN VIEWING METHODS AND TOOLS

1. Access the Microsoft Planner application

2. View the list of plans you participate in

3. The open plan in Planner (detailed view of a project)

4. The Microsoft 365 Planner Group

5. Viewing the plan in Outlook

6. Viewing the plan in Teams

7. Viewing Plan Tasks in Microsoft To Do

8. Viewing the plan in SharePoint

9. Viewing files attached to the plan in OneDrive

10. The notebook linked to the plan in OneNote

4. CONCLUSIONS

5. LEARNING PLAN. 4 months (16 weeks - 1 hour per day)

a) Learning Modules Table

b) Weekly self-assessment template

c) 90 Review Questions and Correct Answers

Introduction

1. INTRODUCTION TO APPLICATION TYPES IN POWER APPS

a) Canvas App

Definition and characteristics

Usage scenarios

Integration with other services

b) Model-driven app

Definition and characteristics

Usage scenarios

Integration and automation

c) Portals

Definition and characteristics

Usage scenarios

Security and access management

Conclusions

2. CANVAS APP FEATURES

a) Flexibility of Canvas Apps

User Interface Customization

Integration with various data sources

b) Customization capabilities

Creating custom workflows

Using custom formulas

c) Canvas App Interactivity

Multiple input support

Advanced interactive elements

d) Collaborative features

Sharing and co-editing

Integration with collaboration tools

e) Conclusions

3. ADVANTAGES OF CANVAS APPS

a) Design flexibility

User Interface Customization

Visual components

b) Advanced interactivity

Custom Controls

Integration with other features

c) Ease of development

Drag-and-drop interface

Predefined templates

d) Collaboration and sharing

Real-time co-editing

Sharing and access management

e) Scalability and performance

Adaptability to different devices

Optimized performance

f) Support and community

Documentation and resources

Active community

g) Conclusion

4. MODEL-DRIVEN APP FEATURES

a) Data-driven structure

Data Models

Data View and Processing

b) Standardized components

Modules

Views

Dashboard

Business Processes

Company rules

c) Integration with other applications

Connectors

APIs and Web Services

d) Security and Compliance

Security Roles

Auditing and monitoring

e) Scalability and performance

Cloud Architecture

Performance Optimization

f) Conclusions

5. ADVANTAGES OF MODEL-DRIVEN APPS

a) Advanced data management

Centralization of information

Data quality

b) Scalability for large organizations

Support for large data volumes

Growth capacity

c) Integration and interoperability

Microsoft 365 Integration

Connectivity with external services

d) Customization and flexibility

Standardized components

Code-free setup

e) Security and Compliance

Advanced access controls

Regulatory compliance

f) Improving business performance

Query Optimization

Resource Management

g) Conclusions

6. Introduction to Portals

a) What are Power Apps Portals?

b) Main features of the portals

c) How Portals Improve Customer Experience

d) Benefits for Business Partners

e) Implementation of portals

Requirements Analysis

Architectural design

Development and testing

Distribution and maintenance

f) Conclusion

7. Advantages of Portals

a) Integration with other Microsoft services

Interoperability with SharePoint

Connect with Microsoft Teams and Office 365

Power BI Compatibility

b) Extending business functionality outside the internal network

Secure access for external users

Personalization and branding

Process Automation

Multilingual support

c) Conclusion

8. CANVAS APP VS MODEL-DRIVEN COMPARISON

a) Canvas App

Description

Benefits of Canvas Apps

When to use canvas apps

b) Model-Driven App

Benefits of Model-Driven Apps

When to use model-driven apps

c) Direct comparison

Flexibility vs. Consistency

Visual Design vs Business Logic

Prototyping vs. Production

Data integration

d) Conclusion

9. INTEGRATION BETWEEN DIFFERENT TYPES OF APPS

a) Benefits of integration

Maximizing capacity

Tailor-made solutions

b) Integration strategies

Using connectors

Common Data Service (CDS)

Automated Workflows

c) Integration scenario

Human Resources Management

Customer Service

d) Best practices

Careful planning

Rigorous testing

e) Conclusion

10. PRACTICAL USE SCENARIOS

a) Canvas App

b) Model-driven App

c) Portals

d) Canvas App: Human Resource Management

e) Model-driven App: Project Management

f) Portals: User communities

g) Canvas App: Production Monitoring

h) Model-driven App: Supplier Relationship Management

i) Portals for business partners

j) Conclusion

Author's preface

FINAL PROJECT E-commerce development. Brief illustration.

CHAPTER 1 General Overview

General introduction to Azure

Outline of chapter topics with illustrated slides

1. Azure Core Services Compute, Storage, Networking

2. Organizing and managing resources with Resource Groups

3. Azure Security Posture, Identity, and Data Protection

4. Networks in Azure Secure and flexible connectivity

5. Data Storage Account Types and Redundancy

6. Computing Services Virtual Machines (VMs) in Detail

7. Monitoring and Observability with Azure Monitor

8. Cost Management and Budgeting in the Azure Cloud

9. Azure Marketplace Ready-made partner solutions

Conclusions

Chapter Summary

CHAPTER 2 The main services

Introduction

Outline of chapter topics with illustrated slides

1. Compute in Azure (Compute)

2. Storage

3. Networking

4. Managed databases

5. Artificial Intelligence and Machine Learning

6. DevOps and Application Lifecycle

7. Security in Azure

8. Automation and Integration

9. Data Analysis (Analytics and Big Data)

10. Cloud Governance and Management

Conclusions

Chapter Summary

CHAPTER 3 The calculation service

Introduction

Outline of chapter topics with illustrated slides

1. Service models: IaaS, PaaS and Serverless

2. Azure Virtual Machines (IaaS) Control and Flexibility

3. Containers and Orchestration with Azure Kubernetes Service (AKS)

4. Azure App Service Hosting web applications and APIs (PaaS)

5. Azure Functions Event-Driven Serverless Computing

6. Scalability and high availability

7. Operational management and automation

8. Monitoring and security

9. Use cases and cost optimization

Conclusions

Chapter Summary

CHAPTER 4 The storage service

Introduction

Outline of chapter topics with illustrated slides

1. Storage Services: Blobs, Files, Queues, and Tables

2. Storage account and basic configuration

3. Data redundancy options

4. Security and access control

5. Storage Tiers: Hot, Cool, Archive

6. Tools for managing Azure Storage

7. Integration with other Azure services

8. Best practices for using Azure Storage

9. Use cases and practical scenarios

Conclusions

Chapter Summary

CHAPTER 5 The networking service

Introduction

Outline of chapter topics with illustrated slides

1. Virtual Networks (Azure Virtual Network - VNet)

2. Subnet (Logical Network Segmentation)

3. Network Security Groups (NSG)

4. Hybrid Connectivity (VPN Gateway and ExpressRoute)

5. Load Balancing (Load Balancer, Application Gateway, Front Door)

6. Advanced Network Security (Azure Firewall, DDoS Protection, Defender for Cloud)

7. Name Management (Azure DNS)

8. Monitoring and Troubleshooting (Network Watcher)

9. Architectural best practices for Azure Networking

10. Azure Networking Services Summary Table

Conclusions

Chapter Summary

CHAPTER 6 The database service

Introduction

Outline of chapter topics with illustrated slides

1. Database Types Relational SQL vs. NoSQL

2. Data Models Relational, Document, and Graph

3. Database Services Architecture on Azure

4. Security in Azure Databases

5. Backup and Restore (Disaster Recovery)

6. Scalability and Performance Monitoring

7. Integration with Other Azure Services

8. Use Cases Application Scenarios

Conclusions

Chapter Summary

CHAPTER 7 The artificial intelligence and machine learning service

Introduction

Outline of chapter topics with illustrated slides

1. AI and Machine Learning Concepts

2. Types of Machine Learning

3. ML Lifecycle Architecture

4. Azure Machine Learning: Platform for the ML Cycle

5. Azure Cognitive Services (Azure AI Services)

6. Azure OpenAI and Microsoft Foundry: Generative AI Solutions

7. Integrating AI Solutions with Azure Services

8. Responsible Artificial Intelligence (Responsible AI)

9. Developer Tools and Environments

Conclusions

Chapter Summary

CHAPTER 8 The DevOps Service

Introduction

Outline of chapter topics with illustrated slides

1. Azure Repos: Version Control and Collaboration

2. Azure Pipelines: Continuous Integration and Automated Delivery

3. Release Strategies, Approvals and Quality Controls

4. Azure Artifacts: Managing Packages and Dependencies

5. Azure Boards: Agile Work Management and Collaboration

6. Code Quality and Pipeline Security

7. Infrastructure as Code (IaC) and Configuration as Code (CaC)

8. DevOps on Azure Kubernetes Service (AKS): Deployment and Observability

9. Governance and Compliance with Azure DevOps and Azure

10. Account Organization, Permissions, and Project Scalability

11. Summary Table of Main DevOps Services

Conclusions

Chapter Summary

CHAPTER 9 The Security Service

Introduction

Outline of chapter topics with illustrated slides

1. Overview and Operating Principles of Azure Security

2. Zero Trust Model

3. Identity and Access Management

4. Data Encryption and Key Management

5. Network Security (Firewall, NSG and VPN)

6. Resource Protection and Backup

7. Monitoring and Incident Response

8. Application Security

9. Compliance and Security Automation

Conclusions

Chapter Summary

CHAPTER 10 The automation service

Introduction

Outline of chapter topics with illustrated slides

1. Runbooks and Task Automation

2. Automation Account: The Central Container

3. Hybrid Runbook Worker: Hybrid Automation

4. Update Management: Managing VM Updates

5. State Configuration: Azure Automation State Configuration (DSC)

7. Security and Governance Baseline for Automation

8. Cost Optimization with Automation

9. Azure Automation Best Practices and Final Thoughts

Conclusions

Chapter Summary

CHAPTER 11 The analysis service

Introduction

Outline of chapter topics with illustrated slides

1. Azure Data Factory: Data Pipeline Orchestration

2. Azure Data Lake Storage Gen2: Fundamentals and Best Practices

3. Azure Synapse Analytics: SQL and Spark Integration

4. Lakehouse and Medallion Architecture: Merging Data Lake and Data Warehouse

5. Azure Stream Analytics: Real-Time Data Processing

6. Power BI: Semantic Models for Self-Service Analytics

7. Microsoft Purview: Data Catalog and Data Governance

8. Mapping Data Flows: Scalable Visual Transformations

9. Analytics Data Security on Azure

10. Monitoring and Managing Costs in Azure

Conclusions

Chapter Summary

CHAPTER 12 The governance service

Introduction

Outline of chapter topics with illustrated slides

1. Management Groups

2. Azure Blueprints

3. Access Control (RBAC)

4. Cost management and budget

5. Tags and organization

6. Compliance and standards

7. Monitoring, auditing and alerts

8. Governance automation

Chapter Summary

FINAL PROJECT Creation of an e-commerce site

Checklist

1. Let's prepare a box to put things in (Governance)

2. We assign labels to objects to recognize them (Naming and Tags)

3. Who can enter? (Security and Users)

4. Let's build a safe to store the keys (Key Vault)

5. Let's build a defense system (Defender for Cloud)

6. We build roads that connect resources (Network)

7. Let's build the warehouse for our items (Storage)

8. We build the database for products, orders and customers (SQL)

9. Let's build the site: the e-commerce user interface (App Service)

10. Let's add a virtual computer for our operations (VM)

11. We keep everything under control (Monitor)

12. We keep costs under control (Cost Management)

CONCLUSIONS

1. What you learn and what positions you can fill at work

2. LinkedIn Profile Cloud Governance Specialist on Microsoft Azure

3. CV based on these skills

4. Cover letter

CHAPTER I - The Role of the Global Administrator

a) ROLE DEFINITION

Full access

License Management

Configuring security policies

Infrastructure supervision

User Management

Implementation of security measures

User Support

Monitoring and reporting

Continuous update

Strategic decisions

b) Importance of the role

IT Emergency Management

Implementation of data management policies

IT Resource Optimization

IT Staff Training and Development

Security monitoring and auditing

IT Governance Support

Integration of new systems and applications

Supplier Relationship Management

Evaluation and adoption of new technologies

Compliance Support

CHAPTER II - Responsibilities Global Administrator

a) USER MANAGEMENT

Creating user accounts

Editing user accounts

Removing user accounts

User Group Management

Assigning Permissions

TEAMS

SHAREPOINT

ONE DRIVE

OUTLOOK

ONLINE EXCHANGE

YAMMER

PLANNER

POWER BI

FORMS

STREAM

POWERAPPS

POWER AUTOMATION

DYNAMICS 365

Monitoring user activities

User training

Troubleshooting users

Implementation of security policies

User Account Audit

b) SECURITY CONFIGURATION

Implementing Multi-Factor Authentication (MFA)

Monitoring suspicious activities

Security Policy Update

Password Management

Access Control

Safety training and awareness

Data Backup and Restore

Security Update Management

Regular security audits

Vulnerability resolution

c) LICENSE MANAGEMENT

License Assignment:

Removing Licenses

License usage monitoring

Managing Subscription Plans

Communication with Microsoft

License Request Management

User training

Compliance Check

Cost Optimization

Reporting

CHAPTER III - Powers of the Global Administrator

a) FULL ACCESS

User Management

Configuring security settings

License Administration

Application Supervision

Monitoring and reporting

IT Policy Implementation

troubleshooting

Storage Resource Management

IT Strategy Planning and Implementation

User training and support

b) APP MANAGEMENT

Installing applications

Configuring applications

Removing applications

Permissions Management

Integration with other services

Monitoring and Optimization

Update Management

Customizing applications

Support and training

Documentation and reporting

c) GENERAL SUPERVISION

Strategic planning

Implementation of IT strategies

Performance Monitoring

Resource Management

Cyber ​​Security

Updates and maintenance

Integration with other services

Permissions Management

Training and support

Documentation and reporting

CHAPTER IV - Skills required for the role

a) TECHNICAL KNOWLEDGE

Understanding Cloud Services

Network Management

Security Policies

Data Management

Exchange Online Setup and Management

SharePoint Online Setup and Management

Microsoft Teams Management

User and identity management

Monitoring and reporting

Continuous training

b) PROBLEM-SOLVING SKILLS

Diagnosing problems

Using monitoring tools

Performance Analysis

Incident Management

Scripting capabilities

Effective communication

Knowledge of best practices

Continuous training

Ability to work under pressure

Proactivity

c) EFFECTIVE COMMUNICATION

Clarity

Active listening

Adaptability

Technical expertise

Teaching skills

troubleshooting

Collaboration

Constructive feedback

Meeting Management

Written communication

Conclusions

Introduction

CHAPTER 1. THE ROLE OF THE SHARE POINT ADMINISTRATOR

1.1 Role definition based on company size and needs

1.1.1 GENERAL OVERVIEW

1.1.2 ADAPTABILITY TO THE SIZE OF THE ORGANIZATION

1.1.3 FACILITATION OF COLLABORATION

1.1.4 SECURITY AND ACCESS TO INFORMATION

1.1.5 USER TRAINING AND SUPPORT

1.2 The technical skills required to fill the role

1.2.1 IN-DEPTH KNOWLEDGE OF SHARE POINTS

1.2.2 SERVER CONFIGURATION AND MANAGEMENT

1.2.3 FAMILIARITY WITH NETWORK PROTOCOLS

1.2.4 SCRIPTING AND PROGRAMMING SKILLS

1.2.5 MONITORING AND TROUBLESHOOTING

1.3 Interpersonal communication and problem-solving skills

1.3.1 EFFECTIVE COMMUNICATION

1.3.2 COLLABORATIVE PROBLEM-SOLVING

1.3.3 EMPATHY AND ACTIVE LISTENING

1.3.4 ADAPTABILITY AND FLEXIBILITY

1.3.5 LEADERSHIP AND TEAM MANAGEMENT

CHAPTER 2. TASKS AND RESPONSIBILITIES

2.1 Installing and configuring the Share Point platform

2.1.1 CREATING SITES

2.1.2 CONFIGURING DOCUMENT LIBRARIES

2.1.3 DEFINITION OF AUTHORISATIONS

2.1.4 INTEGRATION WITH OTHER BUSINESS APPLICATIONS

2.1.5 TESTING AND VALIDATION OF THE CONFIGURATION

2.2 System maintenance and updates

2.2.1 PERIODIC UPDATES

2.2.2 BACKUP MANAGEMENT AND DATA RESTORATION

2.2.3 SYSTEM PERFORMANCE MONITORING

2.2.4 TROUBLESHOOTING

2.2.5 PREVENTIVE MAINTENANCE PLANNING

2.3 Data security and compliance

2.3.1 MANAGEMENT OF AUTHORISATIONS

2.3.2 PROTECTION AGAINST CYBER THREATS

2.3.3 COMPLIANCE WITH REGULATIONS

2.3.4 SECURITY MONITORING

2.3.5 TRAINING AND AWARENESS

CHAPTER 3: WORKING TOOLS AND TECHNOLOGIES

3.1 The Microsoft Share Point Platform

3.1.1 INTRODUCTION TO THE PLATFORM

3.1.2 SHARE POINT ONLINE AND SHARE POINT SERVER

3.1.3 MAIN FEATURES

3.1.4 CUSTOMIZATION AND DEVELOPMENT

3.1.5 SECURITY AND COMPLIANCE

3.2 PowerShell for Automating Administrative Tasks

3.2.1 INTRODUCTION TO PowerShell

3.2.2 CONFIGURATION MANAGEMENT

3.2.3 AUTOMATION OF REPETITIVE TASKS

3.2.4 MONITORING SYSTEM ACTIVITIES

3.2.5 INTEGRATION WITH OTHER TOOLS AND SERVICES

3.3 System performance monitoring tools

3.3.1 MICROSOFT SYSTEM CENTER

3.3.2 THIRD PARTY SOFTWARE

3.3.3 REAL-TIME MONITORING

3.3.4 HISTORICAL ANALYSIS

3.3.5 INTEGRATION WITH OTHER TOOLS

CHAPTER 4. BEST PRACTICES FOR CARRYING OUT THE ROLE

4.1 Authorization Management

4.1.1 USER IDENTIFICATION

4.1.2 DEFINITION OF ROLES

4.1.3 ASSIGNMENT OF PERMISSIONS

4.1.4 REGULAR UPDATE OF AUTHORISATIONS

4.1.5 AUDIT OF AUTHORIZATIONS

4.1.6 DOCUMENTATION OF ACCESS POLICIES

4.1.7 USE OF SAFETY GROUPS

4.1.8 USER TRAINING

4.1.9 ACCESS MONITORING

4.1.10 IMPLEMENTATION OF ADVANCED SECURITY CONTROLS

4.2 Backup and Restore

4.2.1 BACKUP PLANNING

4.2.2 IMPLEMENTING INCREMENTAL BACKUPS

4.2.3 PERIODIC TESTING OF RECOVERY PROCEDURES

4.2.4 SECURE BACKUP STORAGE

4.2.5 DOCUMENTING AND UPDATING THE BACKUP PLAN

4.3 Continuous monitoring of system performance

4.3.1 SYSTEM PERFORMANCE MONITORING

4.3.2 ANALYSIS OF USER ACTIVITIES

4.3.3 USE OF ANALYSIS TOOLS

4.3.4 NOTICES AND NOTIFICATIONS

4.3.5 PROACTIVE MAINTENANCE

CHAPTER 5: PROFESSIONAL DEVELOPMENT

5.1 Continuing Education

5.1.1 IMPORTANCE OF CONTINUOUS EDUCATION

5.1.2 PARTICIPATION IN TRAINING COURSES

5.1.3 CONFERENCES AND SEMINARS

5.1.4 WEBINARS AND ONLINE COURSES

5.1.5 PRACTICAL APPLICATION OF KNOWLEDGE

5.2 Professional certifications

5.2.1 VALUE OF CERTIFICATIONS

5.2.2 CERTIFICATION PATHS

5.2.3 PERSONAL AND PROFESSIONAL BENEFITS

5.2.4 CONTINUOUS UPDATE

5.2.5 IMPACT ON THE ORGANIZATION

5.3 Participation in online communities

5.3.1 KNOWLEDGE SHARING

5.3.2 TROUBLESHOOTING

5.3.3 UPDATE ON GOOD PRACTICES

5.3.4 PROFESSIONAL NETWORKING

5.3.5 ACCESS TO RESOURCES AND TOOLS

Conclusions

In this lesson, we'll look at:

- how to create a Share Point list from an Excel sheet containing financial data that Microsoft provides us (you can find the downloadable file translated into Italian in the resources of this lesson);

- how to synchronize the Share Point list with Power BI then seeing the table that is created and from which we will build the reports with interactive graphs and multiplication tables (synchronized with each other).

Main objective: Learn how to synchronize an Excel sheet with Microsoft Power BI to visualize and analyze data in real time.  The Excel sheet will be used as a data source, while Power BI will be used for creating interactive dashboards and reports. This exercise helps you understand the integration between the two tools and dynamic data management.

In this lesson, we'll do two things to tweak the Power BI data model table:

1. We will proceed to rename the fields that, in the synchronization with Share Point, Power BI has called field 1, field 2, field n by default, with names that easily identify the data they represent in order to quickly use them in the construction of statistical reports;

2. We will convert the fields containing numbers (e.g. sales price) from text format, as they first came from Share Point) into numerical format. This will later give us the possibility to set DAX (Data Analysis Expression) formulas to enrich the data model with content and display them from a variety of angles.

The exercise is to fix the format of the data imported into Microsoft Power BI after synchronization with an external source, such as Microsoft Excel. The goal is to ensure a clear and consistent visual experience and prepare data for more efficient analysis. The work includes cleaning, organizing, and standardizing fields, using the transformation and modeling capabilities offered by Power BI.

In this lesson, we'll see all the steps to build a flow using Microsoft Power Automate that will automatically update the dataset in the Power BI model after a change in or the addition of a row in the "Financials" Share Point list.

After definitively transferring the data of the Excel sheet to Share Point, this is an example of how to continue to use the same operating methods with which you have worked until now, while having the opportunity to take advantage of the enormous management potential of Microsoft 365.

In the Share Point list, in fact, we will be able to enter data in the same way as in Excel.

The exercise focuses on configuring automatic data refreshes in Power BI. The goal is to allow the student to understand how to set up a system of periodic updating of the linked datasets to ensure access to information that is always up-to-date. This is especially useful for business scenarios that require real-time reporting or constant analysis based on ever-changing data.

In the next lessons we will build a report by analyzing the Power Bi power data / set under multiple aspects by creating various visual objects: tables and graphics.

We will see how to view different customer angles, geographical areas, products and retailers.

The goal of this exercise is to learn how to download, explore, and use the "Adventure Works" instructional model in Power BI. The "Adventure Works" model is a sample dataset that helps you develop skills in using business data to create interactive and visually effective reports. The student will become familiar with the basic features of Power BI, such as importing data, creating visualizations, and interactive analysis.

In this lesson, we'll build a Power BI report page focusing on customers by geography with the following visuals:

1. Customers pie chart by state/province;

2. Pie chart customers by region of the world;

3. Table of aggregated customers by state / province;

4. Table number of customers aggregated by region of the world.

We'll see how clicking on different visuals, such as a state, province, or region of the world, will change the values in all charts and other tables.

Simply after having built these four objects very quickly based on the fields of the dataset synchronized with Share Point that we could always modify.

In this lesson, we'll build a Power BI report page focusing on customers by locations and ages with the following visuals:

1. table number of customers by age;

2. table of customers by city;

3. Customers table by state/province;

4. Customers table by world regions;

We'll see how clicking on different visuals, such as a state, province, world region, or age, will change the values in all other tables.

Simply after having built these four objects very quickly based on the fields of the dataset synchronized with Share Point that we could always modify.

In this lesson, we'll build a Power BI report page focusing on the number of products by category with the following visuals:

1. Product table;

2. Number histogram chart by category.

We'll see how clicking on different visuals, such as a product or category, will change the values in the table/chart, and vice versa.

Simply after having built these two objects very quickly based on the fields of the dataset synchronized with Share Point that we could always modify.

In this lesson, we'll build a Power BI report page focusing on resellers by world region, state/province, and city with the following visuals:

1. Table of world regions;

2. State/province table;

3. city table;

4. Table of regions of the world;

5. Histogram chart by regions of the world;

6. Histogram chart by state/province.

We'll see how clicking on different visuals, such as a state, province, world, or city, will change the values in all other tables and charts.

Simply after we have built these six objects very quickly based on the fields of the dataset synchronized with Share Point that we could always modify.

OTHER LICENSED SOFTWARE FOR THE COMPLETE MANAGEMENT OF THE COMPANY AND THE ISO 9001 QUALITY SYSTEM.

It's open in the structure, and you can customize the masks and reports in your language.

Environments:

1. Management control: fixed costs, variable costs and break-even points;

2. Supplier management: personal data, invoices, performance evaluation;

3. Customer management: customer files, invoices, satisfaction surveys, complaint management;

4. Management of invoicing: stock to be invoiced, VAT balance, cash flow with the possibility of simulation on day "N";

5. Warehouse management: inbound and outbound movements, delivery notes, value and stock;

6. Human resources management: personal data of employees, functions, hourly wages, attendance register;

7. Management of orders and quotes: from customers and suppliers;

8. Management of the ISO 9001 quality system: inspection audits, improvement projects, preventive actions, quality plans, non-conformities, registrations and their revisions, management review, performance indicators, SWOT analysis, calibration sheet of measuring and precision instruments.

_____________________

SUBTITLES IN YOUR LANGUAGE FOR THE LIST OF TUTORIALS YOU SEE BELOW

The tutorials are in Italian and take place on the Italian software interface. The subtitles, of excellent quality, were generated by Youtube following a meticulous care of the text in the native language in terms of punctuation and syntax.

LIST AND DURATION OF TUTORIALS

Fully customizable software - 17:22

Management control. Fixed costs - 07:39

Management control. Variable costs - 13:41

Supplier management. Personal data, invoices and prices - 13:30

Customer management. Personal data, invoices and warehouse - 22:43

Customer satisfaction surveys - 40:09

Statistical evaluation of supplier performance - 18:50

Recording and managing customer complaints - 20:25

ISO 9001 System - SWOT Analysis - 14:24

ISO 9001 System - Company performance indicators - 13:42

ISO 9001 System. The quality plans - 19:40

ISO 9001 System - Improvement projects and preventive actions - 22:53

ISO 9001 System - Detection and management of non-conformities - 14:10

ISO 9001 System - The inspection checks - 26:05

ISO 9001 System - Calibration of measuring and precision instruments - 09:33

ISO 9001 System - Management review - 24:36

OTHER LICENSED SOFTWARE FOR THE COMPLETE MANAGEMENT OF THE COMPANY AND THE ISO 9001 QUALITY SYSTEM.

It's open in the structure, and you can customize the masks and reports in your language.

Environments:

1. Management control: fixed costs, variable costs and break-even points;

2. Supplier management: personal data, invoices, performance evaluation;

3. Customer management: customer files, invoices, satisfaction surveys, complaint management;

4. Management of invoicing: stock to be invoiced, VAT balance, cash flow with the possibility of simulation on day "N";

5. Warehouse management: inbound and outbound movements, delivery notes, value and stock;

6. Human resources management: personal data of employees, functions, hourly wages, attendance register;

7. Management of orders and quotes: from customers and suppliers;

8. Management of the ISO 9001 quality system: inspection audits, improvement projects, preventive actions, quality plans, non-conformities, registrations and their revisions, management review, performance indicators, SWOT analysis, calibration sheet of measuring and precision instruments.

_____________________

SUBTITLES IN YOUR LANGUAGE FOR THE LIST OF TUTORIALS YOU SEE BELOW

The tutorials are in Italian and take place on the Italian software interface. The subtitles, of excellent quality, were generated by Youtube following a meticulous care of the text in the native language in terms of punctuation and syntax.

LIST AND DURATION OF TUTORIALS

Fully customizable software - 17:22

Management control. Fixed costs - 07:39

Management control. Variable costs - 13:41

Supplier management. Personal data, invoices and prices - 13:30

Customer management. Personal data, invoices and warehouse - 22:43

Customer satisfaction surveys - 40:09

Statistical evaluation of supplier performance - 18:50

Recording and managing customer complaints - 20:25

ISO 9001 System - SWOT Analysis - 14:24

ISO 9001 System - Company performance indicators - 13:42

ISO 9001 System. The quality plans - 19:40

ISO 9001 System - Improvement projects and preventive actions - 22:53

ISO 9001 System - Detection and management of non-conformities - 14:10

ISO 9001 System - The inspection checks - 26:05

ISO 9001 System - Calibration of measuring and precision instruments - 09:33

ISO 9001 System - Management review - 24:36

Connect to the link and interact with the web form to achieve your first 20 simple results with Microsoft Power BI

In this exercise, the student will learn how to create a stacked bar chart using Power BI, leveraging the data available in the Adventure Works model. The goal is to graphically represent a series of categorized data in a clear and intuitive way, with the use of distinctive colors for each category. This exercise helps you consolidate practical skills related to customizing the chart and effectively displaying information.

The goal of this exercise is to learn how to create a line chart using Power BI, with data from the Adventure Works model. The chart will be used to highlight the trend of a certain business field, such as sales volume over time. This exercise will walk you through configuring chart properties to get a clear and professional view.

The goal of this exercise is to learn how to create a pie chart using Power BI and data from the Adventure Works model. Through this exercise, the student will be able to clearly visualize the percentage distribution of the data, customizing its appearance and improving its readability.

The goal of this exercise is to learn how to create and configure a visual table in Power BI using the fields available in the Adventure Works template. The table is an essential tool for representing data in an organized and understandable way, facilitating quick analysis. During the exercise, the student will learn how to set rows and columns, change layouts, backgrounds and cell borders, and customize the design to improve readability and visual impact.

The goal of this exercise is to learn how to create a "Matrix" visual using fields from the Adventure Works model in Power BI. The Matrix allows you to visualize structured data in rows and columns, facilitating multidimensional analysis. The exercise will guide the student through row, column, and layout settings, with a focus on the aesthetics and functionality of the report.

The goal of the exercise is to learn how to activate and configure the "Color map" visual in Power BI, using the administrative interface. The activity aims to develop practical skills in using Power BI for geographic data visualization and understand how to enable this feature for business users.

The goal of this exercise is to teach the student how to create a "Colored Map" visual using Power BI, leveraging data from the "Adventure Works" model. The colored map will represent the distribution of customers in all the countries of the world featured in the model, displaying essential information such as the density of customers by geographical area.

The goal of this exercise is to learn how to create a "Gauge" visual in Power BI using data from the "Adventure Works" model. The meter will need to show the percentage of U.S. sales in total global sales and include a visual representation with targets and colors that highlight different performance bands.

The goal of this exercise is to learn how to access, download, and integrate third-party visuals within a report in Power BI. Third-party visuals are essential tools for improving data presentation, customizing dashboards, and responding to specific business needs. The exercise will guide the student through the main steps to use the Power BI Marketplace and confidently manage these add-ins.

The tutorials are in Italian and take place on the Italian software interface. The interface is exactly the same as the English one that you can download from this section. It is therefore possible to follow the lessons by entering the data in the version of the software with an English interface without any different steps to complete. The subtitles, of excellent quality, were generated by Youtube following a detailed care of the text in the native language in terms of punctuation and syntax. The subtitles are in 40 different languages.

LIST AND DURATION OF TUTORIALS

- Microsoft Access Course Management Software Overview - 12:22

- Population of drop-down menu. Curtains with a single voice - 08:08

- Population of drop-down menu. Courses, modules, topics - 08:15

- Entering general data. Type of course and payment method - 11:47

- Entering student and teacher data - 10:00

- Compilation of lesson register - 6:39

- Entering data relating to documents - 10:38

- Entering data relating to deadlines - 4:09

- Customization, viewing and printing reports - 8:14

- Distance courses - Example: HACCP - 8:44

- Videoconferencing courses - Example: low risk workplace safety - 4:18

- Command buttons and automatic sending of emails to recipients for various topics - 14:30

- Data consultation and updating - 13:22

- Quick sequence to memorize data entry and consultation modes - 03:31

The tutorials are in Italian and take place on the Italian software interface. The interface is exactly the same as the English one that you can download from this section. It is therefore possible to follow the lessons by entering the data in the version of the software with an English interface without any different steps to complete. The subtitles, of excellent quality, were generated by Youtube following a detailed care of the text in the native language in terms of punctuation and syntax. The subtitles are in 40 different languages.

LIST AND DURATION OF TUTORIALS

- Microsoft Access Course Management Software Overview - 12:22

- Population of drop-down menu. Curtains with a single voice - 08:08

- Population of drop-down menu. Courses, modules, topics - 08:15

- Entering general data. Type of course and payment method - 11:47

- Entering student and teacher data - 10:00

- Compilation of lesson register - 6:39

- Entering data relating to documents - 10:38

- Entering data relating to deadlines - 4:09

- Customization, viewing and printing reports - 8:14

- Distance courses - Example: HACCP - 8:44

- Videoconferencing courses - Example: low risk workplace safety - 4:18

- Command buttons and automatic sending of emails to recipients for various topics - 14:30

- Data consultation and updating - 13:22

- Quick sequence to memorize data entry and consultation modes - 03:31

The tutorials are in Italian and take place on the Italian software interface. The interface is exactly the same as the English one that you can download from this section. It is therefore possible to follow the lessons by entering the data in the version of the software with an English interface without any different steps to complete. The subtitles, of excellent quality, were generated by Youtube following a detailed care of the text in the native language in terms of punctuation and syntax. The subtitles are in 40 different languages.

LIST AND DURATION OF TUTORIALS

- Microsoft Access Course Management Software Overview - 12:22

- Population of drop-down menu. Curtains with a single voice - 08:08

- Population of drop-down menu. Courses, modules, topics - 08:15

- Entering general data. Type of course and payment method - 11:47

- Entering student and teacher data - 10:00

- Compilation of lesson register - 6:39

- Entering data relating to documents - 10:38

- Entering data relating to deadlines - 4:09

- Customization, viewing and printing reports - 8:14

- Distance courses - Example: HACCP - 8:44

- Videoconferencing courses - Example: low risk workplace safety - 4:18

- Command buttons and automatic sending of emails to recipients for various topics - 14:30

- Data consultation and updating - 13:22

- Quick sequence to memorize data entry and consultation modes - 03:31

The tutorials are in Italian and take place on the Italian software interface. The interface is exactly the same as the English one that you can download from this section. It is therefore possible to follow the lessons by entering the data in the version of the software with an English interface without any different steps to complete. The subtitles, of excellent quality, were generated by Youtube following a detailed care of the text in the native language in terms of punctuation and syntax. The subtitles are in 40 different languages.

LIST AND DURATION OF TUTORIALS

- Microsoft Access Course Management Software Overview - 12:22

- Population of drop-down menu. Curtains with a single voice - 08:08

- Population of drop-down menu. Courses, modules, topics - 08:15

- Entering general data. Type of course and payment method - 11:47

- Entering student and teacher data - 10:00

- Compilation of lesson register - 6:39

- Entering data relating to documents - 10:38

- Entering data relating to deadlines - 4:09

- Customization, viewing and printing reports - 8:14

- Distance courses - Example: HACCP - 8:44

- Videoconferencing courses - Example: low risk workplace safety - 4:18

- Command buttons and automatic sending of emails to recipients for various topics - 14:30

- Data consultation and updating - 13:22

- Quick sequence to memorize data entry and consultation modes - 03:31