Power BI for Financial Analysts: Certification 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.

Power BI stands as a premier business intelligence platform, empowering financial professionals to convert intricate datasets into actionable financial insights. The PL-300 certification confirms an individual’s capability to prepare, model, visualise, and analyse data using Power BI tools.

This instructor-led, live training session (available online or on-site) is designed for intermediate-level financial analysts seeking to bolster their Power BI skills while preparing for the Microsoft PL-300 Data Analyst Associate exam.

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

• Prepare and transform financial data for analysis using Power Query.
• Design optimised financial data models that align with PL-300 requirements.
• Create financial dashboards featuring KPIs, ratios, and variance analysis.
• Apply exam-relevant concepts and best practices to ensure certification success.

Course Format

• Interactive lectures and certification-focused discussions.
• Practical labs utilising financial datasets and case studies.
• Exam-oriented exercises and simulation practice questions.

Course Customisation Options

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

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.

Microsoft Power BI converts your organisation's data into compelling visualisations, enabling fresh perspectives on how you manage and organise information. This empowers you to concentrate on the priorities driving your business objectives. The curriculum encompasses both Power BI Online and Power BI Desktop.

Intended Audience:

This programme is designed for Business Managers, Report Developers, Analysts, Project Managers, and Team Leads.

Course Outcomes

Upon finishing this course, participants will possess a foundational grasp of the subject matter below, along with the capability to apply and implement these concepts effectively.

• Power BI
• Power BI Desktop
• Working with CSV, TXT, and Excel Worksheets
• Connecting to Databases
• Merging, Grouping, Summarizing, and Calculating Data
• Reporting
• Power BI Online

This instructor-led, live training in South Africa (online or onsite) is aimed at beginner-level to intermediate-level data professionals and business analysts who wish to effectively use Power BI for data analysis and visualization.

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

• Understand Power BI's architecture and its core components.
• Connect to various data sources and perform data transformations.
• Create effective visualizations and interactive dashboards.
• Implement row-level security and manage 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 is a business analytics solution designed to convert data into engaging visualisations and insightful dashboards.

This instructor-led live training, available online or on-site, is tailored for users ranging from beginners to advanced practitioners who wish to build, visualise, and share analytical reports using Power BI.

Upon completing this course, participants will be equipped to:

• Design data-driven dashboards and reports with Power BI.
• Transform raw data into meaningful visual insights.
• Apply advanced data modelling and DAX functions.
• Share, publish, and manage reports within their organisation.

Course Format

• Instructor-guided presentations and interactive discussions.
• Extensive hands-on exercises and applied data scenarios.
• Practical implementation using real datasets in a live environment.

Course Customisation Options

• For tailored training aligned with your organisational needs, please contact us to arrange.

Power BI is a robust business analytics platform designed for visualising financial and operational data.

This instructor-led live training, available online or at your premises, is tailored for intermediate-level finance and HR professionals looking to leverage Power BI to effectively analyse and visualise cash flow and payroll information.

Upon completing this training, participants will be equipped to:

• Link Power BI to financial and payroll data sources.
• Develop dashboards that monitor cash inflows and outflows.
• Construct interactive payroll reports featuring key HR and cost metrics.
• Model time-based data to assess trends and variances.
• Automate and disseminate finance reports across the organisation.

Course Format

• Interactive lectures and discussions
• Practical hands-on lab exercises using sample payroll and cash flow datasets
• Real-world projects focused on report creation and automation

Course Customisation Options

• To request a customised training session for this course, please contact us to arrange it.