The Client
A large social care provider commissioned us to support their team with Power BI report development.
This charity supports about 2500 people with a broad range of needs. Their aim is to ensure their aim is to allow these people to live as independently as possible in their own homes and communities. We provide personalized, high-quality community-based support services for those who require assistance in their lives.
The Learning and Development department is central to ensuring that the high level of compliance continues to be met within the business.. Central to the department was reporting around KPI’s, certifications and training. Most of the data was extracted from the learningpool software system..
Power BI
The client were on a journey to move their reporting to Power BI. Although the initial steps were taken, the client faced several technical challenges.. Whilst they had made good progress were looking for external guidance. The client engaged Select Distinct to provide Power BI Mentoring to support their journey. This Power BI coaching and Power BI support was exactly what they were looking for.
Power BI Mentoring
We held regular review remote sessions with the client to discuss their Power BI pain points. Each session focussed on a different area to resolve. Select Distinct were able to provide guidance, coaching and advice to resolve these. This not only allowed automation of the reporting portfolio but also increased the clients knowledge of Power BI. This allowed them to use this knowledge to overcome any similar challenges in future.
The collaborative approach covered many advanced areas of Power BI. This included latest updates, Dax formula and modelling.
Result
The client saw a clear ROI (Return of Investment) from the Power BI coaching. Not only did they see a saving in report development time, but also got to realise the ull benefits of learningpool software. They also were able to demonstrate clear time saving due to reduction in report production time. The Learning and Development team learned new skills and solutions to accelerate their own report development for the future.
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Read the full story: Explore our specialist Social Care Power BI Coaching case study to see how we build long-term data capabilities within organisations.
Blog Posted by David Laws
Frequently Asked Questions
Why is specialist coaching better than a standard Power BI training course?
Generic courses use retail or sales data that doesn't translate to the care sector. Our coaching uses your actual social care data—focusing on bed occupancy, staffing ratios, and care quality metrics. This ensures your team learns how to solve real-world problems that directly impact service delivery.
How do you handle data privacy and GDPR during the coaching sessions?
Data security is paramount in social care. We conduct coaching within your own secure environment and, where necessary, use anonymised data sets to teach core principles. We ensure your team understands how to apply Row-Level Security (RLS) so that sensitive resident or patient information is only visible to authorised staff.
Do our staff need prior technical or coding experience?
Not at all. We specialise in "Software Second" coaching, which starts with the business logic and simple visualisations. We meet your team at their current skill level, whether they are Excel users looking to upgrade or complete beginners, building their confidence step-by-step.
Can coaching help us meet regulatory reporting requirements?
Yes. A key focus of our coaching is helping your team automate the data collection required for local authority returns or CQC inspections. We teach your staff how to build "inspection-ready" dashboards that provide a clear, honest, and real-time view of your care standards.
Is the coaching delivered remotely or on-site?
We offer both, but we find that interactive remote sessions via Microsoft Teams work exceptionally well for distributed care teams. These sessions can be recorded, providing your staff with a bespoke library of training material that they can refer back to as they develop their reports.