Business Intelligence and Data Analytics using Power BI: A Practical Introduction for Finance, Accounting and Tax Professionals


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.

Microsoft Power BI 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 hands-on workshop is a practical introduction to Microsoft Power BI and will help you to develop the basic skills to start analyzing and visualizing data with Power BI. After completing this highly engaging workshop, you will be able to prepare and organize data, create relationships between data, design and create reports in Power BI. Drawing from his valuable background in Accounting and Tax, the Trainer will be using Profit and Loss, Balance Sheet and POS data in the examples and hands-on exercises. This will facilitate learning and allow you to directly apply your knowledge learned in the workplace.

A more advanced workshop in Power BI will be conducted subsequently if you wish to take your skills further after this session.

What you will learn

By the end of the workshop, you will :

  • Learn the basic skills to start analyzing and visualizing data with Power BI
  • Be able to prepare and organize data, create relationships between data, design and create reports in Power BI
  • Be able to change the data source and refresh the reports in Power BI

Programme Outline

Getting started with Power BI

  • What is business intelligence?
  • What is Power BI?
  • How do you carry out data analysis?
  • Prepare source data
  • Organize source data
  • Analyze and visualize data

Prepare source data with Power Query

  • What is the Power Query (M)?
  • How do I connect to an Excel workbook?
  • How do I connect to a CSV file?
  • How do I edit a query?
  • How do I format data?

Organize source data with data modelling and DAX

  • What is data modelling?
  • What are related tables?
  • What is DAX?
  • What are calculated columns?
  • What are measures?

Analyze and visualize data

  • How do I navigate the Power BI visualization canvas?
  • How do I view reports, data, data model?
  • How do I insert and format visualizations?
  • How do I add and use filters and slicers?

Create multiple reports

  • Filtering options
  • Report interactions
  • Bookmarks

Laptop Requirements

You are required to bring along an internet-enabled laptop.
Your laptop should be installed with Microsoft Power BI Desktop.
The steps to download and install are as follows:

  1. Go to the official Power BI web page ( and click “Download 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.

Target Audience

Finance, accounting and tax professionals who would like to develop baseline knowledge and fundamental skills in Microsoft Power BI

Expert Speaker

John Kim

John leads the business intelligence service practice of A Tax Advisor Pte Ltd. He provides a variety of solutions (e.g., technology and data strategy, data transformation and integration, process improvement and automation, and data analytics services) and business process outsourcing services to corporate finance and tax departments.

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.

Before joining A Tax Advisor Pte Ltd, 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.

  • Mar 19
    Thu, 9:00 AM - Thu, 5:00 PM Hotel Venue to be Advised
    • $535.00 incl. GST (7%)
    • PD hours: 7

Coming Soon

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Our webinars operate on a 'one-connection-one-fee' basis so you can have your whole team participate for one cost effective price and claim CPD points.


Like the topic but can’t make the time? Register for the Live Session and you’ll receive the Recording regardless! You can watch it as many times as you like for up to 6 months. You will also receive Supporting Documentation.