Microsoft Power BI has been recognized as one of the leaders for Analytics and Business Intelligence Platform 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.
By the end of the workshop, you will :
Getting started with Power BI
What is business intelligence?
What is Power BI?
How do you carry out data analysis?
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?
Analyze and visualize data
How do I navigate the Power BI visualization canvas?
How do I insert and format visualizations?
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 from data model
How do I view reports, data, data model?
How do I add and use filters and slicers?
Create multiple reports
Your internet-enabled laptop should be installed with Microsoft Power BI Desktop.
The steps to download and install are as follows:
Finance, accounting and tax professionals who would like to develop baseline knowledge and fundamental skills in Microsoft Power BI
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.