Financial Reporting with Microsoft Power BI

The user-friendly Power BI reporting application has been designed to help users, of all experiential levels, produce insightful data analysis - hence our interactive and highly engaging BI training course helps candidates across departments communicate performance-related data in a visually understandable manner.

This course will help participants understand the fundamentals and uses of Power BI and to develop business intelligence workflow, and teach you how to connect and transform source data, build complex relational models, Analyze data with powerful DAX functions, and design stunning, interactive dashboards from scratch.

• Types of Data Connectors

• Basic Table Transformations

• Text, Number & Date transformation tools

• Index & Conditional Columns

• Power Query Parameters

• Invoke Custom Functions

• Grouping, Aggregating, Pivoting & Unpivoting

• Modifying, Merging & Appending Queries

• Connecting to Folders and automate data loading

• Change the structure of unorganized multiple data files into the proper format and combined the data into one file

• Connecting to Website with Parameters

• How to import data from SQL Database to Power BI

• Defining Hierarchies & Categories

• Connecting Data from Text files, Excel files, from Folders and Access Data Bases, etc.

• Automation of data loading procedures

• How to add custom columns and columns from examples

• Best Practices in Power Query Data transformation

• Intro to Database Normalization

• Data ("Fact") Tables vs. Lookup ("Dimension") Tables

• Creating Table Relationships

• "Star" vs. "Snowflake" Schemas

• Active vs. Inactive Relationships

• Filter Context & Cardinality

• Connecting Multiple Data Tables

• Hiding Fields from Report View

• Data Modeling Best Practices

• Intro to Data Analysis Expressions (DAX)

• Calculated Columns vs. Measures

• What is Evaluation Context

• Row Context vs. Filter Context

• How to create your first measure

• Implicit Measures Vs Explicit Measures

• DAX Syntax & Operators

• Basic Date & Time Intelligence Formulas

• Logical & Conditional Statements

• Text, Math & Stats Functions

• CALCULATE Function

• Context Transition with CALCULATE

• How to use Calculate and ALL & FILTER Functions

• SWITCH / SWITCH (TRUE) Function

• How to calculate Percentage of Parent with ALL Function

• ALL SELECTED / TOPN / SELECTEDVALUE

• DAX Iterators (SUMX, AVERAGEX, MINX)

• How to use HASONEVALUE to fix total issues

• Handle Many to Many (MTM) relationships with virtual relationships using TREATS function

• How to Calculate Moving Average with DAX

• Time Intelligence Functions SAMEPERIODLASTYEAR, DATEADD, YTD, MTD, QTD, DATESINPERIOD, PARRALLAL PERIOD

• How to use DAX VARIABLES and simply complex DAX queries

• DAX Best Practices

• Intro to the Power BI Report View

• Adding Objects & Basic Charts

• Formatting & Filtering Options

• Slicers, Timelines, Cards & KPIs

• Map Visuals (Basic, Fill, ArcGIS)

• Treemaps, Lines, Areas & Gauges

• Using Decomposition tree

• Visual Interactions and Navigation tips

• Advanced visualization tips and tricks

• Using Bookmarks and Selection Pane

• How to use Power BI Custom Visuals

• Row Level Security and Publishing to Power BI Service

• Editing Report interactions & Drill through Filters

• Connect drill through filters to buttons

• Using the power of Artificial Intelligence (AI) with Power BI

• Data Visualization best practices as per IBCS standards (International Business Communication Standards)

• Finance & Accounting Professionals

• Financial & Business Analysts

• Market Research Analyst

• Investment Analysts

• HR Professionals

• Sales Professionals

• Students need to bring a Laptop which has Microsoft Power BI installed. Power BI is currently only compatible with PC/Windows (not available for Mac).
• There are no prerequisites for this Power BI Course - it is open and accessible to all individuals that wish to enhance their knowledge of Power BI.