Description

Microsoft Power BI has been recognized as one of the leaders for Analytics and Business Intelligence Planform in the Gartner Magic Quadrant for many consecutive years. It lets you connect, transform, analyze, and visualize data very efficiently, which will enable any finance, accounting, tax professionals to perform more powerful data analytics in almost real time.
This is an intermediate level workshop designed specifically to allow you to develop advanced skills to collect data from various sources, transform data, and create measures using Microsoft Power BI and Microsoft Excel in more complex scenarios. After completing this hands-on and highly engaging workshop, you will be able to prepare data using advanced query editor, organize and create relationships between data sets, create measures using DAX, import data model from Excel, design, create, and share reports in Power BI.

Programme Outline

Module 1: Connecting to other data sources

• Database
• Folder
• Web
• API

Module 2: Advanced data transformation techniques (M)

• Merge vs. append
• Merge vs. data modelling
• Cardinality
• Pivot and unpivot
• Parameter
• Custom function

Module 3: Advanced measures (DAX)

• Implicit vs. explicit measures
• Calculated column vs. measure
• Filter context & cross filtering
• Common DAX functions
• Iterator DAX functions

Module 4: Publishing and sharing reports

• Importing data model from Excel
• Report vs. dashboard
• Filtering options
• Report interactions
• Bookmarks
• What-if analysis
• Sharing

This workshop qualifies for 7.0 CPE hours in Information Technology (Category 5).

Prerequisites

You should ideally have:

• A basic knowledge in common Excel functions such as IF, SUMIF, VLOOKUP, HLOOKUP, and
• A basic knowledge in Excel pivot tables and pivot charts, and
• A basic knowledge in relational database, or
• Have attended the “Business Intelligence and Data Analytics using Power BI” conducted earlier

Laptop Requirements

Your laptop should be:

• Internet-enabled, and installed with Microsoft Excel 2013 or newer version
• Installed with Microsoft Power BI Desktop. The steps to download and install are as follows:

1. Go to the official Power BI webpage (https://powerbi.microsoft.com/en-us/getting-started-with-power-bi/) and click “Try Power BI for free” button to start the download process.
2. Once download is complete, run the installation file.
3. When you open Power BI Desktop, you will be asked to log in to your Office 365 account. For this workshop, you don’t need to log in. Simply close the window by clicking “x” in the upper right-hand corner.

What you will learn

By the end of the workshop, you will :

• Be able to get data from various sources in Microsoft Excel and in Power BI
• Be able to prepare large amount of source data efficiently in Microsoft Excel and in Power BI
• Be able to create and use more complicated DAX measures in Microsoft Excel and in Power BI
• Be able to share reports in Power BI Service

Target Audience

Accounting Professionals and Business Managers with some baseline knowledge and fundamental skills in data analytics and would like to be able to perform complicated data transformation, calculation, and visualization in Microsoft Power BI and Excel.

Expert Speaker

John Kim

John is a US Certified Public Accountant licensed in New York State, and currently leads a business intelligence service practice. He utilizes over fifteen years of combined experience in corporate financial reporting and analysis, corporate tax compliance and provision, executive financial dashboard management, technology and performance improvement, data modeling and warehousing, and ERP integration to assist corporate finance and tax functions with improving performance and managing business risk using business intelligence.

John was part of EY’s Tax Technology and Transformation group (formerly known as Tax Performance Advisory) in Washington, New York City and Singapore. Prior to joining EY, John was a financial analyst in charge of the development of Business Objects tools, data modeling and warehousing, and executive financial dashboard management for a global manufacturing company in the United States.