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Power BI for management and finance -
Level 1 Plus

Build dynamic reports, focusing on data processing, governance and management

Sign up now (€450*)
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* plus VAT

**Eligible for the training cheque

Objectives

By the end of the course, participants should have acquired the skills needed to create automated reports with Power BI.

The course is focused on data structuring, data collection, transformation, and cleansing processes, as well as the use of Power Automate to obtain real-time data.

The course is aimed at professionals who have already taken the Power BI Level 1 course and want to deepen their knowledge of the technology, as well as for all those who want to refresh and discover what's new in Power BI.

Power BI Level 1 Plus specializes in:

  • Expansion of knowledge of Power Query, locally and in the cloud;
  • Data processing and processes: Extract, Transform and Load;
  • Data Governance with Data Factory, a new feature recently launched in Fabric;
  • Real-time data collection and visualization;
  • Use of Power Automate with Power BI for process automation;
  • Definition and monitoring of goals in an integrated and automatic way.

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

    Professionals from a variety of areas looking to develop advanced reports without having to resort to IT teams, using Power BI. 

  • Resources

    The trainees must bring their own personal computers, with Excel and Power BI installed. Power BI Service accounts will be provided.

  • Requirements

    A basic understanding of Power BI is recommended, preferably having completed the Power BI level 1 training.

  • Duration

    16 hours on-site or Live Streaming

  • OCC Credits

    16 Credits - Professionals who attend this training course and are Certified Accountants may submit their training certificate issued by Portal Gestão to the Order of Certified Accountants to be credited with the points obtained, depending on the number of hours attended (1 credit for each hour of training)

Programme Outline

  • Import and edit data with Power Query

    • Import data from several sources to Power BI and Excel: databases, WEB, social media, files, .CSV, Excel and other sources for Excel and Power BI
    • Edit data before importing it
    • Processing irregular data
    • Convert data of various formats according to regional settings
    • Resolve various types of errors
    • Fill in missing data
    • Normalize data for analysis
    • Automate repetitive processes
    • Provide structured and organized data structure for report creation and ETL process

    Creation of Dataflows and Fabric Data Factory

    • Automate
    • Prepare and centralize data in the cloud in a personalized way
    • Data transformation
    • Data governance and ways to avoid data "silos"
    • Scheduling and refreshing data

  • Microsoft Power Automate

    • What is Power Automate?
    • Creating your first automation flow
    • Examples of automation solutions in the company
    • Power BI automation opportunities with Power Automate

    Streaming Datasets

    • What are streaming datasets and real-time data?
    • Creating a streaming dataset in Power BI
    • Send data from Power Automate to a streaming dataset
    • Visualise real-time data with dashboards
    • Reports with DirectQuery connection to streaming datasets

    Goals and scorecards

    • Track metrics: goal tracking, in an integrated and up-to-date way
    • Measure the progress of key business goals and metrics
    • Share updates automatically with your team-mates to dive deeper into the data

    Deployment Pipelines

    • Work areas for deployment pipelines
    • Development, Test and Production areas

Locations and Dates

Live Streaming

Dates: 21 and 23/05/2024

Schedules: 9AM - 6PM

Requirements: computer, internet access, webcam and microphone

Porto

Dates: 21 and 23/05/2024

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

 

Testimonials of our trainees:

  • Testimonial Rogério Florença

    The course itself, the interaction with the other trainees and the didactic quality of the trainer (Nuno Nogueira) allowed me a range of opportunities to explore the tool, helping me to simplify and free up time to analyse the data in depth and consequently improve the quality of the information to be provided to other internal and external partners. The training on this tool has helped me to reduce by about 3 to 4 days the routine of work that used to take up a month.

    Rogério Florença, Head of Finance - Solvay Portugal

  • Testimonial Ricardo Teixeira

    The Power BI training allowed us to deepen our knowledge of this fantastic tool.  During the course we confirmed the power of this tool and the usefulness that it can have in our daily lives.
    I strongly recommend it!

    Ricardo Teixeira, CFO – Husqvarna Group

  • Testimonial Bruno Barbas

    As a member of a finance department, this training was exceptional. The contents of the training, if properly applied, are an asset for any professional, both in the processing of data, presentation and profitation of time.

    The trainer, Isadora Lupchinski was excellent at all levels. She has managed to pass numerous methods and ways of working with Power BI, in a training that only sins because it’s short, such is the potential of this program.

    In my opinion, the relationship between all the trainees was excellent. We all finished the training with a different perspective of Power BI.

    Bruno Barbas, Controlling – Fábrica de Tintas 2000 S.A.

  • Testimonial Joaquim Rodrigues

    A training of great value!

    It was undoubtedly a demonstration of the immense potential of Power BI, a tool that will allow me to take my results to a higher level, in the sense that I/we can be more effective along the way, always knowing the right direction to follow and being prepared to correct the deviations at the right time. I see the portential in this tool not only for my (commercial) area, but as an asset in all functions/areas that KPI's are a key factor. If we measure the results, we can "overcome" them!

    Joaquim Rodrigues, COMERCIAL PT & ESP, Operational Management in SPAIn – JOÃO VIOLAS & FILHO LDA

  • Testimonial Pedro Duarte

    The training I attended in Power BI was very important, since it allowed me to understand how this tool works and what can be obtained from it. It has great potential, very dynamic, and as of  now, I'm using Power BI in my role, regarding the analysis of profitability of projects with application of dashboards :)

    Pedro Duarte, Management Controller –Gestamp Aveiro, S.A.

  • Testimonial Paulo Cruz

    The training "Power BI Applied to Management and Finance Level 1", as a whole, was quite beneficial. The adequacy, clarity, relevance and deepening of the contents was excellent, having been so (in terms of acquisition and consolidation of knowledge, some already forgotten... Management and Finances), very useful, especially for those in the area of Information Systems.

    The acquisition of new knowledge of Power BI was very useful, both to improve my professional and personal performance engaging with / adequacy of the tool, to the "processes" already existing in the company.

    The relationship with the other trainees and with the trainer was also excellent, and in my opinion contributed to the good pace that this training had (the appropriate one for this level).

    Paulo Cruz,  IT Technician –APL - Administração do Porto de Lisboa S.A.

  • Testimonial Francisco António Cunha Vaz

    It was a very positive experience. You've broadened my knowledge of the subject. The trainer was an excellent professional, both in terms of knowledge and the way the training was directed. Colleagues were also very helpful.

    Francisco António Cunha Vaz,  CEO – Ibersaco Industria, LDA.

  • Testimonial Ana Santos

    The training is quite well structured and provides the necessary foundations to start using Power BI. The content is quite interesting and it’s taught in a very comprehensible way. I recommend it to those who don’t know how to use this tool.

    Ana Santos, Technical Planning and Management Control
    Sign up now (€450*)
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