Power BI - Acquiring the basics [FHPOBI]]
  • 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

Mastering a complex environment

Target audience

- Analysts
- 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 :

A good level of Excel experience is required. Bring your laptop with Power BI Desktop installed.

Objectives

◗ Exploit Microsoft's new restitution and visualization tools

◗ Adopt a data analysis approach using the processing and visualization tools offered by Power BI

◗ Using Power BI (logging in, importing and formatting data, creating reports, etc.)

◗ Leverage the power of visualization to create new types of reports

◗ Present relevant summaries and analyses

Training program

◗ Getting to grips with the Power BI environment

- Discover the different components : Desktop, Service, Mobile
- Understand key uses: analysis, visualization, publication
- Navigate the interface and explore the first datasets

✔ UNDERSTAND | Illustration: commented demonstration of interactive Power BI reports.
✔ ASSESS | Quiz: what do you think... What are the differences between Power BI Desktop
and Service?

◗ Preparing data with Power Query

- Connection to various sources: Excel, CSV, Web
- Cleansing, filtering, column typing
- Data transformation: rotate, split, merge

✔ APPLY | Practical case: import a customer & sales file, clean up duplicates and
structure columns
✔ EVALUATE | Quiz: what do you think... Why are typing and cleaning essential for analysis?
for analysis?

◗ Building interactive visualizations

- Create simple visuals: tables, graphs, KPIs
- Introduction to segments, filters, cross-interactions
- Organization of report pages and elements

✔ APPLIQUER | Case study: building a sales performance report
by segment
✔ EXPERIMENTALIZE | Workshop: setting up a page with dynamic filters and simple navigation
simple navigation
✔ EVALUATE | Quiz: what do you think a well-configured slicer can do?

◗ Publish and share a report

- Finalization: titles, captions, formatting
- Publication on Power BI Service
- Best practices for securing and distributing reports

✔ APPLY | Case study: preparing a report for distribution at a steering meeting.
✔ EVALUATE | Quiz: what do you think... How do you manage access rights in Power BI Service?

Why choose this course?

As the volume of information available to organizations continues to grow, the role of the Finance function is changing. In addition to steering, it is also becoming an information provider:
identifying useful data, exploiting it and presenting it clearly to inform decision-making.
This training course provides a practical introduction to the Power BI tool, with a simple, operational method for structuring, adding value to data, rendering it and making it readable.

Teaching and assessment methods

Before: self-assessment quiz

During the session: alternating theoretical developments, illustrations and practical cases on the software. These contextualized exchanges ensure that knowledge is acquired throughout the course.

Afterwards : the trainer is available to answer any questions relating to the training.

Price

1,860 EXCLUDING VAT

Testimonials

Power BI training

Power BI training

Power BI training

Power BI training

Jonathan C.
Company
Training