Power BI for Financial Analysts: Exam Preparation (PL-300) Training Course

This instructor-led, live training in South Africa (online or onsite) is aimed at business analysts, data analysts, and developers who wish to use the advanced features and tools in Power BI to perform complex data analysis and create interactive visual reports.

By the end of this training, participants will be able to:

• Install and configure Power BI and the necessary components.
• Understand and explore the advanced features, components, and tools in Power BI.
• Get valuable insights on advanced data analysis and strategy.
• Apply advanced data modeling techniques.
• Learn how to implement advanced formulas and calculations using DAX.
• Know the tips and tricks on data handling, visualization, and presentation.
• Make reports and dashboards interactive to enable collaboration within Power BI.
• Learn and explore embedded analytics in Power BI.

Power BI is a sophisticated analytics platform that enables users to model, calculate, and visualise intricate datasets through the DAX (Data Analysis Expressions) language and robust data relationships.

This instructor-led, live training session (available online or on-site) is designed for intermediate-level professionals looking to elevate their Power BI capabilities by mastering advanced data modelling, custom calculations, and potent visualisation techniques tailored for business intelligence.

Upon completion of this training, participants will be equipped to:

• Design effective data models and manage relationships.
• Use DAX for calculated columns, measures, and advanced aggregations.
• Apply advanced visualization and interactivity techniques.
• Optimize performance and implement efficient data refresh strategies.

Format of the Course

• Interactive lecture and live demonstrations.
• Hands-on labs with real-world datasets.
• Step-by-step problem-solving using DAX and modeling tools.

Course Customization Options

• To request a customized training for this course, please contact us to arrange.

This course examines the various methods and best practices that align with business and technical requirements for modelling, visualising, and analysing data using Power BI. The course also demonstrates how to access and process data from a wide range of sources, encompassing both relational and non-relational data. Furthermore, it explores how to implement robust security standards and policies across the Power BI ecosystem, including datasets and groups. The course also discusses the management and deployment of reports and dashboards for sharing and content distribution. Finally, this course shows how to build paginated reports within the Power BI service and publish them to a workspace for integration with Power BI.

Power BI stands as a robust business intelligence and data visualisation tool, enabling users to connect, transform, and visualise data originating from diverse sources.

This instructor-led, live training session (available online or onsite) caters to beginner to intermediate-level users keen on mastering data analysis and crafting interactive dashboards using Power BI.

Upon completion of this training, participants will be equipped to:

• Grasp the fundamental concepts of data analysis and data-driven decision-making.
• Prepare, clean, and transform data utilising Power Query.
• Develop visually engaging dashboards and interactive reports.
• Publish and securely share dashboards with stakeholders.

Format of the Course

• Interactive lectures and discussions.
• Hands-on practice with Power BI using sample data sets.
• Guided exercises and live demonstrations.

Course Customization Options

• To request a tailored training session for this course, please contact us to make arrangements.

This instructor-led, live training in South Africa (online or onsite) is aimed at beginner-level professionals who wish to clean and analyse data, make statistical projections, and create insightful visualisations using these tools.

By the end of this training, participants will be able to:

• Understand the basics of Python, R, Power Query, and Power BI for data analysis.
• Clean and organise datasets using Python and Power Query.
• Perform statistical analysis and projections with R.
• Create professional dashboards and reports with Power BI.
• Integrate and analyse data from multiple sources effectively.

This instructor-led, live training in South Africa (online or on-site) is designed for data analysts who wish to learn techniques for preparing data in Excel, then visualizing it in Power BI.

By the end of this training, participants will be able to:

• Understand the principles of data analysis, objectives of data analysis, and approaches for data analysis.
• Use DAX formulas in Power BI for complex calculations.
• Create and use visualizations and charts for particular analysis cases.
• Import with Power View to move from Excel based Power BI to independent Power BI.

Master the techniques to Get & Transform Data for the creation of Interactive Dashboards

Power BI stands as one of the most widely used Data Visualization and Business Intelligence tools. It comprises a suite of data connectors, applications, and software services designed to extract data from diverse sources, transform it, and generate visually appealing reports.

Furthermore, Power BI enables you to publish these reports within your organization, allowing access via mobile devices, tablets, and other platforms. This Power BI Tutorial provides a step-by-step guide to connecting with multiple data sources, performing data transformations, and building reports such as charts, tables, matrices, maps, and more.

This course covers the essential methods and best practices aligned with business and technical needs for modelling, visualising, and analysing data using Power BI. It demonstrates how to access and process data from various sources, including both relational and non-relational systems. Participants will also learn how to implement robust security standards and policies across the Power BI ecosystem, covering datasets and groups, as well as how to manage and deploy reports and dashboards for effective sharing and content distribution.

This instructor-led, live training in South Africa (available online or on-site) targets beginner to intermediate data professionals and business analysts who aim to utilise Power BI effectively for data analysis and visualisation.

By the end of the session, participants will be able to:

• Understand the architecture and core components of Power BI.
• Connect to diverse data sources and execute data transformations.
• Develop effective visualisations and interactive dashboards.
• Implement row-level security and control data access.

Power BI and Power Apps are integral components of the Microsoft Power Platform, empowering users to visualize data, automate workflows, and develop low-code applications. This course offers a practical introduction to creating interactive dashboards and custom applications tailored to business processes, facilitating seamless data connectivity across systems and enhancing operational efficiency.

This instructor-led, live training (available online or onsite) is designed for beginner to intermediate business and IT professionals who aim to leverage Power BI and Power Apps to analyze data, automate processes, and build business solutions without extensive coding expertise.

Upon completion of this training, participants will be able to:

• Connect, clean, and transform data using Power BI.
• Develop interactive dashboards and reports to drive business insights.
• Design and publish custom applications using Power Apps.
• Automate repetitive workflows through Power Automate integration.
• Securely share and manage solutions within the Microsoft Power Platform ecosystem.

Format of the Course

• Interactive lectures and discussions.
• Hands-on exercises and data modeling practice.
• Project-based learning with guided creation of apps and dashboards.

Course Customization Options

• To request a customized training for this course, please contact us to arrange.

This instructor-led, live training in South Africa (online or onsite) is designed for data professionals at a beginner to intermediate level who aim to produce compelling data visualisations and dashboards using Power BI.

Upon completion of this training, participants will be able to:

• Import and transform data from a variety of sources.
• Develop and optimise data models.
• Create visually striking and interactive reports and dashboards.
• Apply best practices in data visualisation and dashboard design.
• Utilise advanced Power BI features for in-depth data analysis.

Power BI serves as a robust business analytics platform, empowering organizations to convert raw data into engaging, interactive visualizations and insightful dashboards.

This live, instructor-led training—delivered either online or onsite—is tailored for users ranging from beginners to advanced practitioners who aim to construct, visualize, and distribute analytical reports using Power BI.

By the end of this course, participants will have the proficiency to:

• Design sophisticated, data-driven dashboards and reports within Power BI.
• Convert unstructured data into clear, actionable visual insights.
• Utilize advanced data modeling techniques and DAX functions.
• Publish, share, and oversee reports throughout their organization.

Course Structure

• Instructor-led presentations combined with interactive discussions.
• Comprehensive hands-on exercises featuring applied data scenarios.
• Practical application using real-world datasets in a live setting.

Customization Options

• For training tailored to your specific organizational requirements, please contact us to make arrangements.

Power BI serves as a robust business analytics platform, enabling organizations to visualize and interpret critical financial and operational data with clarity and precision.

Designed for intermediate-level finance and HR professionals, this instructor-led live training—available either online or on-site—focuses on leveraging Power BI to effectively analyze and visualize cash flow and payroll information.

Upon completing this course, participants will be equipped to:

• Establish connections between Power BI and various financial and payroll data sources.
• Develop dashboards that monitor cash inflows and outflows in real-time.
• Construct interactive payroll reports highlighting essential HR and cost metrics.
• Model time-based data to assess historical trends and identify variances.
• Automate the generation of finance reports and facilitate their distribution across the organization.

Course Delivery Format

• Engaging interactive lectures and facilitated discussions.
• Practical lab sessions utilizing sample payroll and cash flow datasets.
• Real-world projects focused on report creation and automation workflows.

Customization Availability

• Please reach out to us to discuss arranging a customized training solution tailored to your specific needs.

Power BI serves as a robust data visualization and analytics platform that empowers organizations to convert intricate financial and human resource data into meaningful, actionable insights. This course is specifically designed to leverage Power BI for the analysis of cash flow, payroll performance, and associated financial operations.

Delivered as an instructor-led, live training session (available online or on-site), this program targets intermediate-level financial and HR professionals seeking to master in-depth cash flow tracking, payroll trend analysis, and workforce cost reporting.

Upon completion of this training, participants will be equipped to:

• Design Power BI reports to effectively monitor cash inflows and outflows.
• Develop payroll dashboards that integrate cost centers and various departments.
• Utilize DAX formulas to accurately calculate labor costs, net cash flow, and future projections.
• Visualize financial performance trends to support strategic decision-making.

Course Format

• Interactive lectures combined with guided discussions.
• Practical data analysis and dashboard construction using Power BI.
• Exercises based on real-world financial and HR scenarios.

Customization Options

• To arrange a tailored training experience for this course, please reach out to us for a discussion.

Unlock the full potential of Power BI with our "Introduction to Power BI Reports and Dashboards" course. Designed for data enthusiasts and professionals, this course teaches you how to retrieve, clean, and transform data, design insightful reports, and create interactive dashboards. By the end, you will master data connectivity, model design, report visualization, and filtering techniques, enhancing your data storytelling skills. It is perfect for those looking to elevate their data analysis and reporting capabilities!