Power BI Applied to Management and Finance - Level 1
Automate reporting processes and create interactive dashboards for desktop, browser and mobile!
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.
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
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
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
The trainees must bring their own personal computers, with Excel and Power BI installed. Power BI accounts will be provided.
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
Date: February 13th and 14th, from 09h00 to 18h00
Location: Rua Engenheiro Ferreira Dias, 161 – Porto
Date: Frebuary 06th and 07th, from 09h00 to 18h00
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.
Date: March 19nd and 20th, from 09h00 to 18h00
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”.