Advanced Training

Power BI Applied to Management and Finance – Level 2

Advanced data analysis with DAX and R languages

Objectives

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.

Programme Outline

Day 1

Fundamental concepts of DAX Language

  • What is DAX language and what kind of data analysis can be made?
  • DAX syntax, operators and values
  • Basic aggregation functions
  • Understand the difference between calculated columns and calculated measures
  • Line context and filter context
  • Understand the relation between DAX language and evaluation context

Examples of DAX expressions

  • Expressions that use aggregate functions: SUM, SUMX, COUNT, CONTROWS, CONTX, MIN, MINX, MAX, MAXX
  • Logical functions: IF, IFERROR, SWITCH, AND, OR, NOT, FALSE, TRUE
  • Information functions: IS…, LOOKUPVALUE, CONTAINS
  • Mathematical functions: DIVIDE, ABS
  • Hierarchical relations like "Father and son":
  • Expressions that use the functions: PATH, PATHITEM, PATHLENGTH, PATHITEMREVERSE
  • Functions that return tables: FILTER, ALL, ALLEXCEPT, EARLIER, VALUES, RELATEDTABLE, SUMMARIZE, DATATABLE
  • Time intelligence functions: TOTALMTD, TOTALQTD, TOTALYTD, SAMPERIODLASTYEAR, LASTNONBLANK, DATESBETWEEN, DATESINPERIOD
  • Expressions that use the function: CALCULATE
Day 2

Put DAX language into practice

  • Dealing with financial information
    • 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
  • Budget control
    • 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?
    • Parametric tables
    • Set parameters
    • Using DAX for sensibility analyzes
  • Strategic analysis
    • ABC analysis of customers or products
    • Target customers
    • Cross-selling analysis. Which products sell best together?
    • Measuring and valuing customer loyalty
    • Forecasting
  • R Visuals
    • Introduce personalized visuals using R language
    • Graphics, histograms and other visuals

Resources

The trainees must bring their own personal computers, with Power BI Desktop installed.

Requirements

A basic understanding of Power BI technology is recommended.

Locations and Dates

Oporto

  • Date: February10th and 11th, from 09h00 to 18h00
  • Location: Rua Engenheiro Ferreira Dias, 161 – Porto

Lisbon

  • Date: March 24th and 25th, from 09h00 to 18h00
  • Location: Lisbon

Live Streaming

  • 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.

Duration

16 hours

Trainer

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.