Full Agenda

Highlights

• 4 Day Intermediate/Advanced course held in central London 26th-29th September 2022

• Covers advanced Data Preparation (Dataflows/Datamarts) connecting to a SQL Database and formatted files, Data Modelling/DAX (Including Calculation Groups and Dynamic Measures), Paginated Reports and Custom Visuals​

• Held by Rishi Sapra (MVP) and the PPF Group of 2020/2021

Who this course is for

This comprehensive course is aimed at experienced Power BI users who want to understand how to work with complex financial (accounting) data.

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This will be a hands-on tutorial-style session.  Attendees will need a laptop with the latest version of Power BI Desktop installed. 

Benefits

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At the end of this course you will have a greater understanding of the complexities of working with financial data in Power BI and some techniques you can apply on your own data!

Syllabus

 

Day 1:​

• Working with scattered/complex financial data in Excel vs Power BI

• Connecting to a complete Power BI Data Model from Excel using Cube Formulas / to a Datamart using the SQL Connector

• How to gather requirements and design a conceptual data model using tools such as a Scoping Template, Bus Matrix and Starnets

• A review of an Enterprise Power BI Architecture using Dataflows/Datamarts (Connecting to SQL with Incremental Refresh and files stored on Teams), Shared Datasets, and Reporting with Custom Visuals

• Data visualization exercise with pre-built datasets

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Day 2

• Creation of Dataflows/Datamarts in the Power BI Service (PPF Tenant) 

• Using  Power Query to build a General Ledger/Trial Balance from Transactions and building of conformed dimensions into a star schema

• Creation of core base measures e.g. calculating Revenue, COGS, Gross Profit, Gross Margin, Net Profit, Utilization

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Day 3

• Creation of an Income Statement in Power BI using the native matrix visual (including calculation groups/dynamic measures) and custom visuals

• Creating Visualizations in Power BI such as waterfall charts, KPI cards

• A look at building fixed format financial statements using Paginated Reports

 

Day 4

• Advanced visualization and storytelling using custom visuals and Power BI interaction features

• A review of write-back solutions from third party vendors

• Modelling in Power BI using what-if parameters and Excel

Prices and Dates

 

£1495 for all 4 days (26th-29th September)

What you will get

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• Participation in a small classroom (limited to 15 participants)

• Lunch on each day and coffee/water in breaks throughout the day

• A certificate of completion

• Membership of the PPF community on Slack where you can ask questions of the Power BI/Finance experts

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