Power-BI Visualisation Program

Power-BI Visualisation Program


Course Features

  • Certificate: Yes
  • Course Capacity: 10
  • Skill Level: Intermediate
  • CPE Hours: 16

Descriptions

Course Overview

Uncover Business insights and transform your career & skill sets for Competitive Job Market.

The objectives of this course are to strengthen the participants’ visualization and DAX related skills in Power Bi, so that they become confident at self-serving their analytical needs using the tool. This will be achieved by refining their applied knowledge of common visualisation techniques and exposing them to complex DAX functions within Power BI. The course will be fully hands-on with example dataset(s) provided in Excel format. Participants are expected to have a beginner-to-intermediate knowledge of the Power BI tool. The Power Bi Desktop application must be installed on each participants’ laptop. This course is designed for finance & non-finance professionals with limited IT background. Skills attained through this course are largely industry-agnostic, meaning the knowledge gained from attending the course is expected to be transferrable across a range of different industries with Case Studies  & Work Shops. Recorded Videos of the Course will be available for the participants after the session for limited time period.

Key Takeaways for Participants:

This Power BI –Visualisation Program will provide you with the skills to tackle data modelling with confidence and improve your decision-making ability with this self-service business intelligence tool.
  • Core workshop – Basic data modelling and advanced DAX functions
  • Load and transform data using an example datasets and build a working data model.
  • Create a new date table for time intelligence using DAX.
  • Understand different primary and secondary keys within the data model.
  • Build relationships linking primary/secondary keys.
  • Clarify the type of relationships such as one-to-one, one-to-many etc.
  • Creating MEASURES using DAX functions.
  • Using CONDITIONAL FORMULAS/FUNCTIONS.
  • Examples of DAX formulas/functions to apply: FILTER, IF, SUM, CALCULATE, DISTINCTCOUNT, DIVIDE, ALL, SUMMARIZECOLUMNS etc.
  • Apply feature engineering to create new variables from existing variables in a table using different DAX functions.
  • Build KPIs and metrics that help visualise specific business performance questions
  • Use cases of complex and multiple nested DAX functions such as nesting multiple IF statements or using SUMMARISE, SUM and FILTER functions together.
  • Using time intelligence DAX functions.
  • Core workshop 2 – Visualisations.
  • Waterfall chart.
  • Column and Bar charts.
  • Pie and Donut charts.
  • Scatter plots.
  • Funnels.
  • Time series charts.
  • Format the charts.
  • Apply filters on visualisations, reports, pages etc. 

PYTHON COVERAGE

  • Installation, Setting up and importing Python and relevant libraries.
  • Python interface in Power BI
  • Python Scrip Editor in Power BI
  • Using Python for data manipulation & Visualization
  • Data manipulation with Python data libraries within Power BI
  • Creating various Python Visualization in Power BI

Who should attend (Participants):

This hands-on course is designed for middle and senior industry professionals who want to strengthen their front-end and self-service skillset in Power BI, including:

  • Finance Managers and Controllers
  • Strategy Directors and Managers
  • Budget, Corporate, Business and Financial Analysts
  • Project Managers and Risk Analysts
  • Investment and Management Accountants
  • Heads of Business Units and Business Planners
  • Financial Advisors and Corporate Analysts
  • Business and Financial Analysts

Course Outline

Day 1: Session 1 – 2 hours

  • Introductions
  • Analytics in Movies
  • Data Analytics Maturity Spectrum
  • Examples of analytics
    o Descriptive
    o Diagnostic
    o Predictive
    o Prescriptive
  • Examples of analytics tools
    o MS Excel
    o Power BI
    o Qlikview
    o Tableau
    o Google and Amazon tools
    o Microsoft Azure
    o R
    o Python

Day 2: Session 2 – 2 hours

  • Use cases of analytics in some industries – theoretical examples
    o Financial sector – Credit models
    o Development economics – World bank dataset
    o Stock market trading – Neural network to predict future stock price
    o Manufacturing – Preventive maintenance
  • Introduction to Power BI visualisation tool including some of its features
    o DAX language
    o MEASURES
    o CALCULATED COLUMNS
    o CONDITIONAL FORMULAS
  • Important types of Visuals
    o Waterfall chart
    o Column and Bar charts
    o Pie and Donut charts
    o Scatter plots
    o Funnels
    o Line charts
    o KPI charts
    o Geospatial plotting

Day 3: Session 3 – 2 hours

  • Core workshop – Modeling and Basic DAX
    o Load, clean and transform data using a Dataset 1
    o Combine multiple individual tables into one data model by building relationships
    o Discuss Dataset 1 at a high level after finalising initial data model
    o Ideas for custom columns and visualisations
    o Roadmap for next phase of the workshop

Day 4: Session 4 – 2 hours

  • Prepare tables and measures – Dataset 1
    o Apply feature engineering to create new variables from existing variables in a table using different DAX functions
    o Create MEASURES using DAX functions
    o Use TIME INTELLIGENCE FUNCTIONS
    o Understand difference between MEASURES and CALCULATED COLUMNS
    o Use CONDITIONAL FORMULAS/FUNCTIONS
    o Examples of DAX formulas/functions to apply: FILTER, IF, NESTED IFS, SUM, CALCULATE, DISTINCTCOUNT, DIVIDE, ALL, ALLEXCEPT, SUMMARIZECOLUMNS etc.
    o Practice with visuals
    o Format basic visuals

Day 5: Session 5 – 2 hours

  • Prepare visualisations – Dataset 1
    o Start creating multiple visuals on a single page
    o Format multiple visuals on a single page
    o Create additional pages of visuals
    o Apply filters
    o Link the extent of interactions between visual filters by limiting them at visualisation, report, page, report level
    o Create drill-down charts to enhance the quality of insights
    o Discuss the process to publish reports and dashboards
    o Any questions before wrapping up the course.

Day 6: Session 6 – 2 hours

  • Core workshop – Modeling and Basic DAX
    o Load, clean and transform data using a Dataset 2
    o Combine multiple individual tables into one data model by building relationships
    o Discuss Dataset 2 at a high level after finalising initial data model
    o Ideas for custom columns and visualisations
    o Roadmap for next phase of the workshop

Day 7: Session 7 – 2 hours (Case Study)

  • Prepare tables and measures – Dataset 2
    o Apply feature engineering to create new variables from existing variables in a table using different DAX functions
    o Create MEASURES using DAX functions
    o Use CONDITIONAL FORMULAS/FUNCTIONS
    o Use TIME INTELLIGENCE FUNCTIONS
    o Examples of DAX formulas/functions to apply: FILTER, IF, NESTED IFS, SUM, CALCULATE, DISTINCTCOUNT, DIVIDE, ALL, ALLEXCEPT, SUMMARIZECOLUMNS etc.
    o Practice with visuals
    o Format visuals including time series visuals
  • Python overview and following relevant libraries for data analytics
    1. Pandas
    2. Numpy
    3. Seaborn
    4. Matplotlib
  • Installation, Setting up and importing Python and relevant libraries.
  • Using Python for data manipulation & Visualization

Day 8: Session 8 – 2 hours (Case Study)

  • Prepare visualisations – Dataset 2
    o Start creating multiple visuals on a single page
    o Format multiple visuals on a single page
    o Create additional pages of visuals
    o Apply filters
    o Link the extent of interactions between visual filters by limiting them at visualisation, report, page, report level
    o Create drill-down charts to enhance the quality of insights
    o Discuss the process to publish reports and dashboards
    o Any questions before wrapping up the course.
  • Python interface in Power BI
  • Python Scrip Editor in Power BI
  • Creating various Python Visualization in Power BI

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