Power-BI Visualisation Certificate Program

03 WEEKS PROGRAMONLINE

Starting From 17th October 2020

PROGRAM OVERVIEW

The objectives of this course are to strengthen the participants’ visualisation and DAX programming 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 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 transferable across a range of different industries.

COURSE DIRECTOR MEET YOUR EXPERT

Awais Memon is Regional Assurance and Analytics Manager in an Australian publicly listed company. He has around 10 years of internal audit and risk analytics experience across different industries such as financial services, public sector and manufacturing. In his current role he manages risk and assurance activities across the ANZ region and leads the delivery of global data analytics initiatives of the internal audit function.

Awais holds an MSc Development Finance degree from University of Manchester, UK. He completed his studies in UK on a fully funded British government scholarship as a Chevening Scholar in 2014-15. Prior to that, he obtained Masters and Bachelor degrees in business administration from the Institute of Business Management, Karachi.

Key Takeaways for Participants:

  • 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.

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

PROGRAM OUTLINE

Module 1 | 2 Hrs Session

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

Module 2 | 2 Hrs Session

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

Module 3 | 2 Hrs Session

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

Module 4 | 2 Hrs Session

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

Module 5 | 2 Hrs Session

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

Module 6 | 2 Hrs Session

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

Module 7 | 2 Hrs Session

  • Prepare tables and measures – Dataset 2
    • Apply feature engineering to create new variables  from existing variables in a table using different DAX functions
    • Create MEASURES using DAX functions
    • Use CONDITIONAL FORMULAS/FUNCTIONS
    • Use TIME INTELLIGENCE FUNCTIONS
    • Examples of DAX formulas/functions to apply: FILTER, IF, NESTED IFS, SUM, CALCULATE, DISTINCTCOUNT, DIVIDE, ALL, ALLEXCEPT, SUMMARIZECOLUMNS etc.
    • Practice with visuals
    • Format visuals including time series visuals

Module 8 | 2 Hrs Session

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

Ready To Get Started? Enroll Now!