Power BI training for management and finance
Master the Creation of Interactive Dashboards and Automate Reports with Power BI
Programme
- Power BI for management and finance - Level 1
- Power BI for management and finance - Level 1 Plus
- Power BI for management and finance - Level 2
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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's 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
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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
- Edit data before importing it
- Processing irregular data
- Convert data of various formats according to regional settings
- Resolve various types of errors
- Fill in missing data
- Normalize data for analysis
- Automate repetitive processes
- Provide structured and organized data structure for report creation and ETL process
Creation of Dataflows and Fabric Data Factory
- Automate
- Prepare and centralize data in the cloud in a personalized way
- Data transformation
- Data governance and ways to avoid data "silos"
- Scheduling and refreshing data
Microsoft Power Automate
- What is Power Automate?
- Creating your first automation flow
- Examples of automation solutions in the company
- Power BI automation opportunities with Power Automate
Streaming Datasets
- What are streaming datasets and real-time data?
- Creating a streaming dataset in Power BI
- Send data from Power Automate to a streaming dataset
- Visualise real-time data with dashboards
- Reports with DirectQuery connection to streaming datasets
Goals and scorecards
- Track metrics: goal tracking, in an integrated and up-to-date way
- Measure the progress of key business goals and metrics
- Share updates automatically with your team-mates to dive deeper into the data
Deployment Pipelines
- Work areas for deployment pipelines
- Development, Test and Production areas
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Fundamental concepts of the DAX language
- What's the DAX language and what kind of data analysis can be done?
- DAX language syntax, operators and values
- Basic aggregation functions
- Understanding the difference between calculated columns and calculated measures
- Row context and filter context
- Understanding the relationship between the DAX language and the evaluation context
Examples of DAX expressions
- Expressions using aggregation functions: SUM, SUMX, COUNT, COUNTROWS, COUNTX, MIN, MINX, MAX, MAXX
- Logical functions: IF, IFERROR, SWITCH, AND, OR, NOT, FALSE, TRUE
- Information functions: IS..., LOOKUPVALUE, CONTAINS
- Mathematical functions: DIVIDE, ABS
- Hierarchical relationship of the "father and son" type: Expressions using the PATH, PATHITEM, PATHLENGTH, PATHITEMREVERSE functions
- Functions that return tables: FILTER, ALL, ALLEXCEPT, EARLIER, VALUES, RELATEDTABLE, SUMMARISE, DATATABLE
- Time intelligence functions: TOTALMTD, TOTALQTD, TOTALYTD, SAMEPERIODLASTYEAR, LASTNONBLANK, DATESBETWEEN, DATESINPERIOD
- Expressions using the CALCULATE function
Dealing with financial information
- How to quickly import data from a CSV or Excel file with monthly balance sheets and turn it into an interactive management report
- Navigating the account hierarchies and discovering the information you really want to analyse
- Additive and semi-additive measures
- Income statement and balance sheet
- Measures for drawing up financial and management ratios
Construction of time analysis indicators
- Analysing results this year vs. the same period last year
- Annual growth rates
- Trailing Twelve Months (TTM): this year vs. last year
Controlling the budget
- Creating the data model for a budget in Excel
- How to design measures and reports to control the budget
- Measures to control deviations
- How to control deviations when dealing with different levels of aggregation
What-if analysis
- Parametric tables
- Defining parameters
- Use DAX for sensitivity analysis
Strategic analysis
- ABC analysis of customers or products
- Clustering: how to segment customers according to their characteristics
- Cross-selling analysis. Which products sell better together?
- Measuring and valuing customer loyalty
- Forecasting
Dealing with financial information
- How to quickly import data from a CSV or Excel file with monthly balance sheets and turn it into an interactive management report
- Navigating the account hierarchies and discovering the information you really want to analyse
- Additive and semi-additive measures
- Income statement and balance sheet
- Measures for drawing up financial and management ratios
Construction of time analysis indicators
- Analysing results this year vs. the same period last year
- Annual growth rates
- Trailing Twelve Months (TTM): this year vs. last year
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