Power BI Applied to Management and Finance  Level 2

Advanced Data Analysis with DAX Language and Power BI

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.

  • 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

  • Day 1

    Fundamental concepts of DAX Language

    • What is DAX language and what kind of data analysis can be made? What is DAX language and what kind of data analysis can be made?
    • DAX syntax, operators and values
    • Basic aggregation functions
    • Understand the difference between calculated columns and calculated measures
    • Line context and filter context
    • Understand the relation between DAX language and evaluation context

    Examples of DAX expressions

    • Expressions that use aggregate functions: SUM, SUMX, COUNT, CONTROWS, CONTX, MIN, MINX, MAX, MAXXExpressions that use aggregate functions: SUM, SUMX, COUNT, CONTROWS, CONTX, MIN, MINX, MAX, MAXX
    • Logical functions: IF, IFERROR, SWITCH, AND, OR, NOT, FALSE, TRUE
    • Information functions: IS…, LOOKUPVALUE, CONTAINS
    • Mathematical functions: DIVIDE, ABSLE, SUMMARIZE, DATATABLE
    • Time intelligence functions: TOTALMTD, TOTALQTD, TOTALYTD, SAMPERIODLASTYEAR, LASTNONBLANK, DATESBETWEEN, DATESINPERIOD
    • Expressions that use the function: CALCULATE
  • Day 2

    Colocar a linguagem DAX em prática

    • Dealing with financial information
      • How to quickly import a CVS or Excel file data with monthly balance sheets and turn them into an interactive management report
      • Navigate through account hierarchies and discover the information you really want to analyze
      • Additive and semi-additive measureso Profit and loss and balance sheet
      • Measures to elaborate a finance and management ratios
    • Building time analysis indicators
      • Analyzing this year’s results Vs same period, the previous year
      • Annual growth rates
      • Trailing Twelve Months (TTM): this year vs previous year
    • Budget control
      • Create a data model for a budget made in excel
      • How to make measures and reports that allows the budget control
      • Measures to control deviations
      • How to control deviations when dealing with different aggregation levels
    • What-if analysis: what happens if?
      • Parametric tables
      • Set parameters
      • Using DAX for sensibility analyzes
      • Strategic analysis
      • ABC analysis of customers or products
      • Target customers
      • Cross-selling analysis. Which products sell best together?
      • Measuring and valuing customer loyalty
      • Forecasting
    • Automated Machine Learning
      • Foundations for building predictive models without resorting to programming languages
      • Implementation of predictive models with Power BI
      • Predict who will subscribe to a new magazine
      • Predict sales of a product

Locations and Dates

  • Porto
    • Date: 07th and 08th of March of 2022, from 09h00 to 18h00
    • Address: Rua Engenheiro Ferreira Dias, 161 - Porto
    • NoteThis training is live-streamed
  • Lisboa
    • Date: 22th and  23th of Februaryof 2022, from 09h00 to 18h00
    • Address: TBA
    • Note: This training is live-streamed

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 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