Power BI Courses

Power BI Series

Course #1:  In this session, we will provide an overview of the various Power BI tools and discuss Microsoft’s Power BI strategy. We will begin by explaining the challenges faced by many accountants when it comes to analyzing data in Excel. You will learn how each Power BI tool reduces the challenges and improves your data analytic skills. You will also gain a complete understanding of when to use which tool.

Course #2:  Before you can analyze data, you first must get the data. This course focuses on getting data into Excel using different data sources. Whether your data is text, comma delimited (CSV), reports, Excel, databases, web, applications and/or many others, Excel provides the ability to access that data.  You will learn about tools that have been added to Excel that will make accessing that data even easier, such as data models and Power Query (Get and Transform). After this class, you will finally be able to get the data you need to perform data analysis.

Course #3:  This session is designed to teach participants the importance of PivotTables for analyzing data. We will demonstrate how PivotTables can make data analyzation an easy task for all accountants. Participants will learn the step-by-step process to create PivotTables and PivotCharts. We will also cover all the setup options and features.

Course#4:  In this course, you will learn how to build robust dashboards for analyzing key metrics in Excel. We will begin with some dashboard design guidelines, such as understanding your audience and identifying necessary metrics. Then, we will work through creating key performance indicators (KPIs) for the dashboards. You will learn how you can add charts and eye-catching visuals in order to make your dashboards easily understood.

Course #5:  Most data analysis projects fail because of the inability to get the correct data. This class focuses on using Power Query (Get and Transform) to clean, shape and transform your messy data while still allowing you a one-click refresh. We will review various data issues including appending files, combining multiple files from a folder, adding custom columns, “unpivoting” data, creating a lookup table, and much more.

Course #6:  This course focuses on using the Power Pivot features to enhance data analysis. We will review the four features of Power Pivot (data model, calculations, hierarchies and KPI’s) and you will learn how you can use each of these features. 

Course #7:  This course focuses on using DAX (Data Analysis eXpressions) to create advanced calculations in Power Pivot data models. You will learn over 20 DAX functions that will allow you to perform calculations that were not possible with standard Excel. We will also review the use of a date or calendar table that allows us to perform date analysis that was never possible before. This will allow us to use the new time-intelligent functions to perform complex calculations on our data. 

Course #8: This course focuses on learning the Power BI Desktop interface, connecting to data sources and creating the visualizations. We will demonstrate the creation of each of the various visualizations and the various options related to each. We will also show how the visualizations can be connected together to provide fully-interactive reports with drill-down capabilities. 

Course #9:  What good is data analysis if you can’t share it? This course will focus on using Microsoft’s cloud-based sharing & publishing platform, PowerBI.com. You will learn the interface as well as the benefits of using PowerBI.com. You will also learn how to use PowerBI.com to leverage the work performed in Power Pivot or Power BI Desktop.

Office 365 Strategic Deployment Guide