Power BI for Finance Professionals

About This Class

Businesses and individuals are overwhelmed by the sheer volume of data to make sense of on a daily basis, and the pressure from senior management is growing to present the data in a meaningful format. Interactive and visual reports need to be created, and Power BI is the perfect tool for it!

The purpose of this course is to enable the delegates to explore and use the advanced capabilities and applications in Power BI, in order to leverage the power of interactive dashboards. This is likely to drive streamlined business intelligence and efficient decision making. It can be utilised in various environments, from a personal report and visualization tool to the analytics and decision engine behind group projects, division or entire corporations.

Local Fee

R 12,999

International Fee

$ 900

Benefits

Learn how to use Power BI as an analytical engine
Transform messy data into orderly format
Improve strategic decision making and gain competitive advantages
Create stunning reports quickly
Format and configure visualisations
Generate valuable insights for yourself and your company
Communicate data driven decisions with authority to key stakeholders

DAY 1

Business Intelligence Workflow
Business Intelligence Reports
Cleaning and Manipulation of Raw Data
Analysis of Data from Different Data Sources
Establish Relationships between Data
Creation of Data Sets

DAY 2

Forecasting and Advanced Analytics
Interactive Dashboards
Graphs and Data Visualisation
Labels, Tooltips and Animation
Power Query and Power Pivot

DAY 3

Advanced Power BI Tools
Measures and Calculated Columns
DAX and M Formula Language
DAX Time Intelligence
Best Practice Tips for Power BI

Who should attend

CFOs / Finance Directors
Financial Controllers
Finance Managers
Financial Analysts
Business Analysts
Data Analysts
Corporate Bankers
Business Intelligence Managers
Corporate Finance Professionals
Investment Professionals
Executives handling large datasets
Any general users of Excel for financial applications

Expert Trainer

The trainer for this course is a Chartered Accountant (SA), Associate Chartered Management Accountant, Chartered Global Management Accountant, with strong academic and industry experience. She holds a Master’s degree in Management Accounting and has more than nine years of lecturing experience at the University of Pretoria and North-West University respectively, for which she has received distinctive teaching awards.

As a lecturer, she specialised in Management Accounting, Costing, Financial Management and Business Strategy to students of various levels. This is besides providing business simulations, supervising research projects and external moderation and reviewing of other universities’ exam papers and study guides.

She has been delivering training to both government institutions and private sector companies in similar subject areas, including Microsoft Excel, financial and business skills training, as well as consultation in fields related to financial modelling in Excel, optimising power tools in Excel and Power BI.

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