Description

Our Power BI Course provides practical training in using Microsoft Power BI to organise, analyse and visualise business and financial data.

Power BI is widely used by Finance and FP&A teams to transform data into interactive reports, management dashboards and visual summaries. Developing Power BI skills can help finance professionals analyse information more efficiently and communicate financial and business performance more clearly.

The course takes you through the practical process of importing and preparing data, creating data models, developing dashboards and interactive visualisations, working with DAX formulas and publishing Power BI reports.

Practical exercises are included throughout the course to help consolidate your learning and develop skills you can apply in the workplace.

Course Content

Connecting and Preparing Data

  • Connecting and preparing data with Excel and other sources
  • Managing the imported Excel data
  • Importing an Excel file
  • Cross-tables from Excel
  • Connecting to other data sources
  • Connecting Power BI to a database
  • Extracting, organising and filtering data from the imported base
  • Creating columns from examples and adding conditional columns
  • Practical exercises with solutions to consolidate learning

Power BI Data Modelling

  • Setting up a model in Power BI and the relationships within the model
  • Creating the calendar table
  • Developing the explicit measures in your model
  • Organising the fields in the Model view
  • Practical exercises with solutions to consolidate learning

Power BI Dashboards and Interactive Visuals

  • How to create Dashboards and Interactive Visuals
  • Develop a dashboard
  • Create a bar chart/line chart/pie chart
  • Use a card to show summary data
  • Illustrating geographical data
  • Creating a table and cross-table
  • Using slicers
  • Practical exercises with solutions to consolidate learning

DAX Formulas

  • What is the DAX concept?
  • DAX Formulas
  • CALCULATE function
  • The ALL function
  • COUNTROWS or the DISTINCTCOUNT functions
  • DATEADD function
  • Practical exercises to consolidate learning

Power BI Interactions and Drill-Down

  • Interactions within Power BI – natural interactions
  • Drilling down into more detailed data

Dashboard and Model Design

  • Applicative Designs within dashboards and models
  • Principles of applicative design
  • User experience design
  • Develop the page backgrounds
  • Create the theme
  • Adding visuals and buttons to the tabs
  • Using bookmarks, slicers, tooltips and dynamic titles
  • Conditional formatting in tables

Power BI Publishing Service

  • Power BI Publishing Service
  • Publish a dashboard and use a published dashboard
  • Practical exercises to consolidate learning

Practical Power BI Training

The course has a strong practical focus. Exercises are included throughout the training to help you consolidate the techniques you have learned.

You will work through the process of bringing data into Power BI, organising and modelling that data and transforming it into useful dashboards and visual reports.

The course also introduces DAX formulas and the tools that make reports more interactive and useful for the end user.

Power BI for Finance and FP&A

Power BI can be particularly valuable for Finance and FP&A professionals who need to analyse and communicate financial and business information. Dashboards can bring together important data and provide a clearer view of performance, trends and key measures.

The combination of Excel and Power BI skills can therefore be particularly useful for professionals who work with management information, financial analysis, reporting and FP&A.

Dates and Duration

The course is flexible and can be completed at a time that suits you. Based on the experience of previous learners, the average learning time is approximately 5–6 hours. You have access to the course for one year, allowing you to complete the training at your own pace.

Power BI Course Requirements

Strong Excel skills are recommended to get the most from this Power BI training. If you need to develop your Excel knowledge first, please consider completing our Excel for Finance Course or Advanced Excel Course before beginning the Power BI Course.

Benefits of the Power BI Course

  • Develop practical Microsoft Power BI skills
  • Learn how to connect and prepare data from Excel and other sources
  • Build Power BI data models and relationships
  • Create interactive dashboards and visual reports
  • Develop an understanding of DAX formulas
  • Learn how to use slicers, bookmarks, tooltips and dynamic titles
  • Develop practical dashboard design skills
  • Learn how to publish and use Power BI dashboards
  • Complete practical exercises throughout the training
  • Develop skills that can be transferred to the workplace
  • Gain CPD Points following successful completion
  • Receive a CPD Certificate of completion for Microsoft Power BI

CPD Accredited Power BI Course

Our Power BI training is CPD-accredited and designed with a strong emphasis on practical skills. Following successful completion, you will receive a CPD Certificate of completion for Microsoft Power BI and the associated CPD Points.

The course is particularly relevant for professionals who want to develop practical data analysis, dashboard and reporting skills that can be applied within Finance, FP&A and other business functions.