Skip to main content

Power BI for management and finance - Level 1

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

Sign up now (€450*)
Contact us

* plus VAT

**Eligible for the training cheque

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.

A professional training certificate will be issued on the SIGO platform, in accordance with Ordinance No. 474/2010 of July 8, for residents in Portugal who successfully complete the training.

  • Who should attend

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

  • 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.

  • Duration

    16 hours on-site or Live Streaming

  • OCC Credits

    16 Credits - Professionals who attend this training course and are Certified Accountants may submit their training certificate issued by Portal Gestão to the Order of Certified Accountants to be credited with the points obtained, depending on the number of hours attended (1 credit for each hour of training)

Programme Outline

  • The Power platform

    • Low code digital transformation ecosystem
    • Power Apps - Customised applications for your business
    • Power Automate - Digital process automation in the cloud and on the desktop
    • Power Pages - Websites
    • Power Virtual Agents - Intelligent chatbots

    What is Power BI?

    • Power BI Desktop, Power BI Service and Power BI Mobile
    • Interaction between Excel and Power BI
    • Excel's weaknesses and potential in relation to Power BI
    • Motivations for moving forward with digital transformation
    • Power BI licensing options

    Key concepts and architecture of a Power BI solution

    • ETL (Extract, Transform and Load) processes
    • Power Query M language - what is it and how does it work?
    • Data models
    • Dimensional, transactional and parametric tables
    • Star schema and snowflake
    • DAX language - what's it and how does it work?
    • Planning a Power BI implementation project

    Storytelling with Power BI

    • Global Sales Case: how to communicate visually and with impact on decision-making?
    • Visualisations, reports and dashboards
    • Filtering, grouping and summarising
    • Symmetries and asymmetries
    • Rule of thirds
    • Spaces, margins, alignment
    • Visualisation and page dimensions
    • Implicit and explicit sections
    • Pre-defined themes and customised themes. Corporate colours
    • Before and after" exercise. How to improve report design?
    • Mobile layouts. Optimising views on mobile devices
    • Teamwork and sharing with Power BI
    • Secure data access with Power BI

  • Transform reports into interactive apps

    • Sports shops case
    • Bookmarks
    • Action and navigation buttons
    • Bookmark browser
    • Page navigator
    • Advanced tooltips and help tooltips

    Visualisations with artificial intelligence

    • Telecom case
    • More than simply describing what happened
    • Explain why sales increased or decreased
    • Will we lose or keep our best customers?
    • Asking questions of the data using natural language
    • Use the decomposition tree to extract knowledge about the data
    • Dashboard insights: ask the algorithm to discover patterns, trends and outliers in the data
    • Statistically analyse the previous year's sales and use the data to predict next month's sales
    • Detect anomalies in the data to discover relevant insights
    • Segment a customer base into groups with identical characteristics

Locations and Dates

Live Streaming

Dates: 02 and 09/09/2024

Schedules: 9AM - 6PM

Requirements: computer, internet access, webcam and microphone

Porto

Dates: 02 and 09/09/2024

Schedules: 9AM - 6PM

Live Training e Live Streaming

The Trainer:

Isadora Lupchinski is our Power BI trainer. She is also consultant of business intelligence, where she desevolps implementation projects with out clients. Seh has a degree in Statistics and loves data analysis and result interpretation.

“I believe that every person has a book within them, containing a unique value that they can offer to the world - and the book that I have within me, has competencies modelled with a statistically significant p-value” – Isadora Lupchinski

 

Testimonials of our trainees:

  • Testimonial Rogério Florença

    The course itself, the interaction with the other trainees and the didactic quality of the trainer (Nuno Nogueira) allowed me a range of opportunities to explore the tool, helping me to simplify and free up time to analyse the data in depth and consequently improve the quality of the information to be provided to other internal and external partners. The training on this tool has helped me to reduce by about 3 to 4 days the routine of work that used to take up a month.

    Rogério Florença, Head of Finance - Solvay Portugal

  • Testimonial Ricardo Teixeira

    The Power BI training allowed us to deepen our knowledge of this fantastic tool.  During the course we confirmed the power of this tool and the usefulness that it can have in our daily lives.
    I strongly recommend it!

    Ricardo Teixeira, CFO – Husqvarna Group

  • Testimonial Bruno Barbas

    As a member of a finance department, this training was exceptional. The contents of the training, if properly applied, are an asset for any professional, both in the processing of data, presentation and profitation of time.

    The trainer, Isadora Lupchinski was excellent at all levels. She has managed to pass numerous methods and ways of working with Power BI, in a training that only sins because it’s short, such is the potential of this program.

    In my opinion, the relationship between all the trainees was excellent. We all finished the training with a different perspective of Power BI.

    Bruno Barbas, Controlling – Fábrica de Tintas 2000 S.A.

  • Testimonial Joaquim Rodrigues

    A training of great value!

    It was undoubtedly a demonstration of the immense potential of Power BI, a tool that will allow me to take my results to a higher level, in the sense that I/we can be more effective along the way, always knowing the right direction to follow and being prepared to correct the deviations at the right time. I see the portential in this tool not only for my (commercial) area, but as an asset in all functions/areas that KPI's are a key factor. If we measure the results, we can "overcome" them!

    Joaquim Rodrigues, COMERCIAL PT & ESP, Operational Management in SPAIn – JOÃO VIOLAS & FILHO LDA

  • Testimonial Pedro Duarte

    The training I attended in Power BI was very important, since it allowed me to understand how this tool works and what can be obtained from it. It has great potential, very dynamic, and as of  now, I'm using Power BI in my role, regarding the analysis of profitability of projects with application of dashboards :)

    Pedro Duarte, Management Controller –Gestamp Aveiro, S.A.

  • Testimonial Paulo Cruz

    The training "Power BI Applied to Management and Finance Level 1", as a whole, was quite beneficial. The adequacy, clarity, relevance and deepening of the contents was excellent, having been so (in terms of acquisition and consolidation of knowledge, some already forgotten... Management and Finances), very useful, especially for those in the area of Information Systems.

    The acquisition of new knowledge of Power BI was very useful, both to improve my professional and personal performance engaging with / adequacy of the tool, to the "processes" already existing in the company.

    The relationship with the other trainees and with the trainer was also excellent, and in my opinion contributed to the good pace that this training had (the appropriate one for this level).

    Paulo Cruz,  IT Technician –APL - Administração do Porto de Lisboa S.A.

  • Testimonial Francisco António Cunha Vaz

    It was a very positive experience. You've broadened my knowledge of the subject. The trainer was an excellent professional, both in terms of knowledge and the way the training was directed. Colleagues were also very helpful.

    Francisco António Cunha Vaz,  CEO – Ibersaco Industria, LDA.

  • Testimonial Ana Santos

    The training is quite well structured and provides the necessary foundations to start using Power BI. The content is quite interesting and it’s taught in a very comprehensible way. I recommend it to those who don’t know how to use this tool.

    Ana Santos, Technical Planning and Management Control
    Sign up now (€450*)
    Contact us

    * plus VAT