- Collaboration and relational management - Collaborative logic and relational management - Ability to decipher non-verbal language - Ability to convey meaning, to be a pedagogue - Ability to engage in dialogue and share an analysis - Ability to argue in adversarial debate - Ability to challenge, formulate convictions and sound the alarm
- Financial communication - Financial communication: preparing an AGM, a roadshow, writing a financial communication document, media strategy
- Data analytics, statistics, data analysis - Fundamental knowledge of statistics, data analysis (including correlation, regression and segmentation) and forecasting methods - Growth (decay), index calculations
- Modeling, simulation, scenarios - Modeling, simulation, scenarios
Specialization
Target audience
- Internal auditors
- Researchers
- Management controllers
- Finance, consolidation and accounting managers
- Anyone who needs to handle and synthesize large volumes of data.
2 day
Power BI training
Prerequisites
You must be proficient in using Excel. Please bring your laptop with Power BI Desktop installed.
Objectives
◗ Identify the components of the Power BI ecosystem (Desktop, Service, Mobile) and its key uses in finance.
◗ Import, prepare, and process financial data using Power Query.
◗ Design a simple data model that allows you to calculate metrics using DAX.
◗ Create interactive visualizations tailored to financial reporting.
◗ Publish and share reports on Power BI Service.
Training program
◗ Explore the Power BI ecosystem
– Components: Desktop, Service, Mobile – roles and integration
– Key uses: analysis, visualization, publishing
– Navigating the interface and exploring your first datasets
✔ UNDERSTAND | Illustration: guided demonstration of an interactive Power BI report in a management control context
✔ EVALUATE | Quiz: What are the differences between Power BI Desktop and Power BI Service?
◗ Import and prepare data using Power Query
– Connecting to various sources: Excel, CSV, Open Data
– Data cleaning and transformation: remove duplicates, assign data types, pivot, merge
– Structuring and documenting a query
✔ PRACTICE | Hands-on exercise: import a sales file and a chart of accounts, clean and structure the columns (recurring case study)
✔ ASSESS | Quiz: What are the characteristics of an ETL?
◗ Model data and create metrics using DAX
– Understanding the star schema: fact table, dimension tables
– Creating relationships between tables
– Introduction to DAX: simple measures (SUM, AVERAGE, CALCULATE, DIVIDE)
✔ APPLY | Practical exercise: Calculate revenue, margin, and YTD metrics (overarching case study)
✔ EVALUATE | Quiz: What are the best practices for building a star schema?
◗ Building interactive visualizations
– Create visuals: charts, tables, KPIs, gauges
– Segments, filters, and cross-visual interactions
– Organize pages and format the report
✔ APPLY | Hands-on exercise: Build a financial performance dashboard (revenue, margin, monthly trends) – Guiding Case Study
✔ EXPERIMENT | Workshop: Configure a page with dynamic filters, slicers, and simple navigation
✔ EVALUATE | Quiz: What are the best practices for effectively organizing your dashboard?
◗ Publish and share a report
– Publishing to Power BI Service: workspaces and datasets
– Sharing, access rights, and basic governance best practices
– Presenting the report in a management context (executive meeting)
✔ APPLY | Hands-on exercise: Publish and prepare the overarching report for a presentation to the finance department
✔ EVALUATE | Quiz: How do you manage access rights in Power BI Service?
Why choose this course?
Today, the Finance department is on the front lines of dealing with the explosion in data volumes. Power BI has become the standard for self-service visualization at Microsoft and offers far greater reporting capabilities than Excel.
Over the course of two days, this training program enables each participant to build, from start to finish, a case study representative of their field—from raw data to a shared report—using a practical and actionable method.
Teaching and assessment methods
Before the training: Submit your expectations via your online portal 15 days before the training begins and complete a self-assessment of your skills.
Teaching Methods: A variety of teaching methods to cater to different learning styles, encourage active participation, and reinforce learning through experimentation and practice.
Educational materials: presentation materials, reference materials (summary sheets, tables, etc.), and other resources available in your account.
During the training: theoretical concepts are alternated with examples drawn from real-life cases. Participants are given the opportunity to engage in role-playing exercises. Numerous practical exercises allow participants to demonstrate their mastery of the skills as the training progresses.
Training monitoring and evaluation: attendance sheet and certificate of completion. Immediate and post-training evaluations conducted using the LearnEval platform.
Price
1,860 EXCL.
Testimonials
Power BI training
Power BI training
Power BI training
Power BI training
Jonathan C.
Company
Training