Advanced Training

Power BI Applied to Management and Finance - Level 1

Automate reporting processes and create interactive dashboards for desktop, browser and mobile!

Objectives

At the end of the course, the trainees will be able to gather information from several sources, cleaning it, changing it and organize it, in order to make substantiated management decisions. The trainees will also be able to build dynamic reports and dashboards from previously collected data.

This course is designed to all professionals who seek to combine knowledge and experience in management, report, views e data analysis, taking advantage of the potential of this new technology of Business Intelligence.

The trainees will have a training certificate at the end of the course.

Who should attend

Managers, Analysts, Controllers, CFO, Consultants, Accountants, and junior professionals who seek specialization in this area.

Programme Outline

Day 1

What is Power BI?

  • Discovering Power BI components: Power BI Desktop, Power BI Service and Power BI Mobile.
  • Identify the interest of multiple users in each one of the Power BI components.
  • Using Power BI and Excel: Power Supplements.

Build reports and dashboards

  • Use the different types of Power BI visuals
  • Build combined charts, scatter plots, funnel charts, speedometers, cascading charts
  • Design tables and matrices
  • Use geographic information to build interactive maps
  • Build and use slicers to filter visuals
  • Discover relevant information through the drill-down function
  • Convert reports into dashboards.
Day 2

Import and edit data with Power Query

  • Import data from several sources to Power BI and Excel: databases, WEB, social media, files, .CSV, Excel and other sources for Excel and Power BI
  • Convert different format data depending on regional settings
  • Solve different kinds of errors
  • Fill the missing data
  • Normalize data for analysis
  • Advanced editor and Power Query M language
  • Import and edit data from a directory
  • Unsupported columns
  • Merge queries: add and merge
  • Pass and cancel unsupported columns in complex scenarios
  • Create personalized functions
  • Develop an automatic weather forecast model

Create and manage data models

  • What’s a data model?
  • Establish connections between fields and tables
  • Create calculated columns
  • Define different types of hierarchy between fields

Work in groups with Power BI

  • Understand what workplaces and work groups are
  • Publish and share reports for Power BI service
  • Set options to share information
  • Security settings
  • Row level security

Good practices in building management dashboards

  • Improve design effectiveness through themes for Power BI Desktop
  • Analyze data using average, quartile and trend lines
  • Optimize reports and dashboards to computers and mobile devices
  • Create presentations with Power BI: the selection panel and button-driven custom actions
  • Calculate measures and columns
  • Essential DAX expressions

Good practices in data management

  • Real time data: Transmission data sets
  • Keep the data automatically updated with a Data Gateway
  • Integrate PowerApps and Flow into Power BI
  • Explore Dataflow in Power BI

Resources

The trainees must bring their own personal computers, with Excel and Power BI installed. Power BI accounts will be provided.

Requirements

There are no requirements  for this course. We will accept trainees  from diferent areas, even if they do not have knowledge of Power BI or Excel.

Locations and Dates

Oporto

  • Date: February 13th and 14th, from 09h00 to 18h00
  • Location: Rua Engenheiro Ferreira Dias, 161 – Porto

Lisbon

  • Date: Frebuary 06th and 07th, from 09h00 to 18h00
  • Location: Lisbon

Live Streaming

  • Date: March 26th and 27th, from 09h00 to 18h00
  • Requirements: from your home or your workplace, all you need is your personal computer, internet connection, a webcam and a microphone.

Faro

  • Date: March 19nd and 20th, from 09h00 to 18h00
  • Location: Faro

Duration

16 hours

Trainers

Nuno Nogueira, manager with 20 years of international experience in finance and author of the book “Power BI for management and finance”, form FCA Editor, is graduated in Business Administration from the Catholic University, Executive MBA from Oporto Business School and Post-Graduate in Finance and Taxes from University of Oporto, will be the trainer in this course and will help you to make the most of the potential of Power BI technology.

Rita Pedrosa has a degree in Accounting and Auditing from the Lamego School of Technology and Management. She has built her professional career in data analysis and process automation, through Power BI. She is our trainer for the courses “Power BI Applied to Management and Finance – Level 1” and “PowerApps”.