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Power BI for management and finance - Level 2

Advanced Data Analysis with DAX Language and Power BI

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* plus VAT

**Eligible for the training cheque

Objectives

At the end of the course, the trainees will be able to analyze data from multiple sources, using Data Analysis Expressions (DAX) language, with Power BI technology.At the end of the course, the trainees will be able to analyze data from multiple sources, using Data Analysis Expressions (DAX) language, with Power BI technology.

This is the ideal course for people who want to get the most of this language and quickly turn data into information to support decision making. This course is accessible to anyone who has some familiarity with Excel formulas and intends to evolve to DAX, even if not having knowledge of this language.

A professional training certificate will be issued on the SIGO platform, in accordance with Ordinance No. 474/2010 of July 8, for residents in Portugal who successfully complete the training.

  • Who should attend

    Managers, Entrepreneurs, Controllers, Consultants, Accountants or people who want to evolve professionally in data base analysis.

  • Duration

    16 hours

  • Resources

    Trainees must bring their own personal computers with Power BI Desktop installed.

  • Requirements

    A basic understanding of Power BI is recommended.

Programme Outline

  • Fundamental concepts of the DAX language

    • What's the DAX language and what kind of data analysis can be done?
    • DAX language syntax, operators and values
    • Basic aggregation functions
    • Understanding the difference between calculated columns and calculated measures
    • Row context and filter context
    • Understanding the relationship between the DAX language and the evaluation context

    Examples of DAX expressions

    • Expressions using aggregation functions: SUM, SUMX, COUNT, COUNTROWS, COUNTX, MIN, MINX, MAX, MAXX
    • Logical functions: IF, IFERROR, SWITCH, AND, OR, NOT, FALSE, TRUE
    • Information functions: IS..., LOOKUPVALUE, CONTAINS
    • Mathematical functions: DIVIDE, ABS
    • Hierarchical relationship of the "father and son" type: Expressions using the PATH, PATHITEM, PATHLENGTH, PATHITEMREVERSE functions
    • Functions that return tables: FILTER, ALL, ALLEXCEPT, EARLIER, VALUES, RELATEDTABLE, SUMMARISE, DATATABLE
    • Time intelligence functions: TOTALMTD, TOTALQTD, TOTALYTD, SAMEPERIODLASTYEAR, LASTNONBLANK, DATESBETWEEN, DATESINPERIOD
    • Expressions using the CALCULATE function

    Dealing with financial information

    • How to quickly import data from a CSV or Excel file with monthly balance sheets and turn it into an interactive management report
    • Navigating the account hierarchies and discovering the information you really want to analyse
    • Additive and semi-additive measures
    • Income statement and balance sheet
    • Measures for drawing up financial and management ratios

  • Construction of time analysis indicators

    • Analysing results this year vs. the same period last year
    • Annual growth rates
    • Trailing Twelve Months (TTM): this year vs. last year

    Controlling the budget

    • Creating the data model for a budget in Excel
    • How to design measures and reports to control the budget
    • Measures to control deviations
    • How to control deviations when dealing with different levels of aggregation

    What-if analysis

    • Parametric tables
    • Defining parameters
    • Use DAX for sensitivity analysis

    Strategic analysis

    • ABC analysis of customers or products
    • Clustering: how to segment customers according to their characteristics
    • Cross-selling analysis. Which products sell better together?
    • Measuring and valuing customer loyalty
    • Forecasting

    Dealing with financial information

    • How to quickly import data from a CSV or Excel file with monthly balance sheets and turn it into an interactive management report
    • Navigating the account hierarchies and discovering the information you really want to analyse
    • Additive and semi-additive measures
    • Income statement and balance sheet
    • Measures for drawing up financial and management ratios

    Construction of time analysis indicators

    • Analysing results this year vs. the same period last year
    • Annual growth rates
    • Trailing Twelve Months (TTM): this year vs. last year

Locations and Dates

Live Streaming

Dates: 17 and 24/07/2024

Schedules: 9AM - 6PM

Requirements: computer, internet access, webcam and microphone

Porto

Dates: 17 and 24/07/2024

Schedules: 9AM - 6PM

Live Training and Live Streaming

The Trainer

Isadora Lupchinski is our Power BI trainer. She is also consultant of business intelligence, where she desevolps implementation projects with out clients. Seh has a degree in Statistics and loves data analysis and result interpretation.

“I believe that every person has a book within them, containing a unique value that they can offer to the world - and the book that I have within me, has competencies modelled with a statistically significant p-value” – Isadora Lupchinski

Testimonial of our Trainees:

  • Testimonial José Afonso

    This is, absolutely, a key training to have. The methodology used by Portal Gestão is great and the knowledge acquired is practiced in a very simple way. Trainers are enthusiastic about sharing  knowledge and knowledgeable in depth of the tool. I hope I have the opportunity to attend more trainings again.

    José Afonso, Operacional Manager - Prio Energy S.A.

  • Testimonial Marisa Almeida

    The relationship with the trainer and the trainees was extremely positive, in the way experiences were shared. The training has served me, above all, to open my horizons and show me a new world of knowledge to acquire.

    Marisa Almeida, Management Controller- Flama S.A

  • Testimonial Nuno Coelho

    The Level 2 of the course "Power BI applied to management and finances" is essential for those who want to take a step forward in building dashboards for data visualization. During the course, it’s presented and put into practice various DAX functions, which allows us to make the treatment of information more flexible and oriented to our individual needs. The lecture is complemented with the exposure of several practical cases and challenges, contributing to very dynamic sessions.

    Nuno Coelho, Coordinator of the Kernel of the Trading Room - Agência de Gestão da Tesouraria e da Dívida Pública - IGCP, E.P.E.

  • Testimonial Bruno Pereira

    Well-taught training, about a very interesting and useful topic for organizations. The practice of the acquired knowledge allows to improve personal performance, as well as to leverage the quality of the work presented.

    Bruno Pereira, Planning Officer and Management Controller - Prio Energy S.A.

  • Testimonial Fernando Machado

    The training was excelente. I highlight the performance of the trainer Nuno Nogueira.

    Fernando Machado, General Officer - Mobinov
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