Insights using Power tools - Workshop 2017

What are the three key buttons in your Management Information System?  You're in the majority if they're "OK", "Cancel" and "Export to Excel".  Why not use Excel and its related tools fully to assist your analysis?  This one-day workshop takes the best bits of Power Pivot, Power Query, Power Map and Power BI to drill down on data from multiple sources to identify trends and present information using PivotTables, dashboards, charts and mapping tools, providing you with reports you can interrogate on the go. You will walk out of the session with the report you created able to be viewed on your mobile phone.

Click on the image below for Tim Heng’s biography.

Key topics:

  • Introduction to Excel’s Power tools
  • Automate extracting, transforming and loading data from a variety of sources using Power Query
  • PivotTables from more than one data source
  • Contrasting measures with calculated fields: why the difference impacts model efficiency and reporting requirements
  • Creating reports in an interactive dashboard

Learning objectives

  • Cleanse data quickly and automatically without the need for tedious task work
  • Merge and shape data sources to match your data analysis requirements or prepare it for further analysis and modelling
  • Understand how Power Pivot builds on the functionality in Excel’s native tools, such as PivotTables, Slicers and key multiple criteria functions
  • Import data from a variety of electronic sources and relate them quickly to deliver key information in minutes not weeks
  • Write powerful formulae in Power Pivot's Data Analysis Expressions (DAX) language
  • Convert your knowledge of Excel into powerful and intuitive dashboards by using Power BI to automate your reports
  • Use the interplay between Power Pivot, Power Query and Power BI 


This workshop is designed specifically for finance and accounting professionals who use Excel in their day to day roles.

Participants will gain the maximum benefit from this course if they are already competent spreadsheets users. The course is designed for people who use Excel on a regular basis, and are comfortable with using its tools and functions.

Please bring a USB.

Please note enrolments close 2 working days prior to the workshop date.

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

1 day