Power BI for finance professionals 2018 - Workshop

My Offerings


Today every organisation needs extensive business insights and Power BI will put the power in your hands. Power BI gives Excel users the capacity to draw on large amounts of information out of multiple sources, link it all together and then perform calculations on the data so it can then be sliced and diced any way you want. This highly interactive course is focused on techniques which utilise the valuable capabilities of Power BI as a reporting and data visualisation tool.

This workshop covers the core elements needed to get an understanding of how Power BI can help take the myriad of linked spreadsheets and Access databases and move them into Power BI - a program which has the capacity to crunch millions of records to quickly summarise and report on key trends and business insights.

Key topics:

  • Use Power BI to extract and shape data
  • Build a Power BI Model from scratch
  • Write DAX formulas and set up interactive reports.

A range of Excel formula is available in the DAX language and the course will explore the relationship and practical uses of the DAX language.

This is a hands-on workshop – you will walk away with practical skills you can reuse in your organisation. Get real-time insights and deploy faster than other BI tools available. Power BI is open source and highly intuitive. This workshop will prepare you for changing analytical roles and help you grow your career.


  • Understand how the Power BI desktop builds on the functionality of Excel’s formula, PivotTables, slicers and many more key analytical functions
  • Import data from a variety of different sources and relate them quickly to deliver key data insights without the aid of IT departments
  • Design best practice databases, realise the power of the Data Model by using LOOKUP lists and efficient database design
  • Create effective, highly interactive and changeable dashboards which draw on source data in real time
  • Refresh the data model to incorporate fresh datasets
  • Use Power BI’s Data Analysis Expressions (DAX) language, including:
    • Business calculations: DAX Filter Context
    • Time Intelligence calculations
    • SUM, SUMX
    • Filter context with CALCULATE
    • MIN, MAX, ALL
    • RELATED (commonly used LOOKUP formula in DAX)
    • DIVIDE

Click on the here for Marcus Small’s biography.


This workshop is designed for finance professionals who are already familiar with Excel and are wrestling with managing large datasets. The course will allow you to seamlessly work with multiple sources of data, convert them into a reports, graphs, or data visualisation of their choice.

Please note enrolments close 2 working days prior to the workshop date. Please enrol at least 3 working days prior to the workshop to ensure any dietary and special requirements can be accommodated.

Looking for a customised learning solution for your organisation or team? Contact us today to discuss in-house learning options.



1 day