Power BI Applied to Management and Finance – Level 2
Advanced data analysis with DAX and R languages
At the end of the course, the trainees will be able to analyze data from multiple sources, using Data Analysis Expressions (DAX) language, with Power BI technology.
This is the ideal course for people who want to get the most of this language and quickly turn data into information to support decision making. This course is accessible to anyone who has some familiarity with Excel formulas and intends to evolve to DAX, even if not having knowledge of this language.
The trainees will have a training certificate at the end of the course
Who should attend
Managers, Entrepreneurs, Controllers, Consultants, Accountants or people who want to evolve professionally in data base analysis.
How to quickly import a CVS or Excel file data with monthly balance sheets and turn them into an interactive management report
Navigate through account hierarchies and discover the information you really want to analyze
Additive and semi-additive measures
Profit and loss and balance sheet
Measures to elaborate a finance and management ratios
Building time analysis indicators
Analyzing this year’s results Vs same period, the previous year
Annual growth rates
Trailing Twelve Months (TTM): this year vs previous year
Create a data model for a budget made in excel
How to make measures and reports that allows the budget control
Measures to control deviations
How to control deviations when dealing with different aggregation levels
What-if analysis: what happens if?
Using DAX for sensibility analyzes
ABC analysis of customers or products
Cross-selling analysis. Which products sell best together?
Measuring and valuing customer loyalty
Introduce personalized visuals using R language
Graphics, histograms and other visuals
The trainees must bring their own personal computers, with Power BI Desktop installed.
A basic understanding of Power BI technology is recommended.
Locations and Dates
Date: February10th and 11th, from 09h00 to 18h00
Location: Rua Engenheiro Ferreira Dias, 161 – Porto
Date: March 24th and 25th, from 09h00 to 18h00
Date: February 24th and 26th, 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.
Nuno Nogueira, manager with 20 years of international experience in finance and author of the book “Power BI for management and finance”, from 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.