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ANALYSE AND VISUALISE DATA WITH POWER BI MASTERCLASS:

Effective dashboard reporting and business intelligence for strategic insightS

POWER BI TRAINING SCHEDULE
15-17 Jul Live Online Course
15-17 Jul Kuala Lumpur
9-11 Sep Live Online Course
9-11 Sep Kuala Lumpur
6-8 Dec Live Online Course
6-8 Dec Kuala Lumpur

Click on the link above to download course brochure

KEY TAKEAWAYS (POWER BI TRAINING)

By the end of the Power BI training course, participants will:

  • Navigate the different Power BI components confidently
  • Have a competent foundation in Power Query to perform complex data cleaning and transformation
  • Combine multiple data sources into one dataset, model it and build KPIs and metrics that answer specific business questions
  • Understand basic data modelling and the difference between fact table vs dimension table
  • Create stunning reports with interactive data visualisations, including slicers, filters and adhoc-highlighting
  • Create custom toolips and drillthrough pages for better context and data exploration
  • Understand basic DAX functions and the difference between implicit vs explicit measures, calculated columns vs measures
  • Publish and share Power BI dashboards and reports with the appropriate security settings and permissions
REVIEWS FROM OUR CLIENTS (POWER BI TRAINING)

Head, HR Strategy & Analytics, Abbott Laboratories: "Alvin has good understanding of the corporate needs and is well-versed of how global organisations work. Very relevant for someone who is learning visualisation & modelling."

APAC Operation Manager, T.D. Williamson Asia Pacific: "The trainer is very knowledgeable. He is able to take questions while keeping the training on schedule. Very clear explanations and examples"

Head, Upstream Benchmarking, Petronas: “Being a beginner, the instructor guided well. Learnt a lot, giving me practical knowledge & skills which I will be able to apply.”

Director, Risk Management, Prudential: “Very helpful session. Progressed at a very nice pace, making it clear for all participants.”

Manager (Research Strategy), National University Health System Research Office: "The course is comprehensive and systematic, great for those getting started with Power BI."

Logistic and Procurement Manager, Ministry of Defence: "Alvin is helpful and able to present the material very well while guiding us through the tutorials."

Information Systems Manager, Keppel Infrastructure: "Very patient trainer since the training was conducted online. Good!"

Assistant Accountant, KSL Corporate Services: "Alvin provides useful recaps at the end of the sessions to summarise all the concepts he has shared. He has also provided us with some practical examples for us to apply the concepts taught."

Analytics Manager, MBSB Bank: “Alvin is a very knowledgeable and patient trainer. His training session is very insightful. Gained lots of knowledge during the session. Great job!”

cOURSE OVERVIEW (pOWER bi tRAINING)

Tired of struggling with countless complex Excel reports which contain hundreds of formulas, not to mention the headache of trying to make sure everyone is using the latest version. Power BI is a suite of interactive data visualisation business analytics tools that deliver insights throughout your organisation. You can use Power BI to connect to hundreds of data sources, simplify data preparation, and drive ad hoc analysis. Power BI produces beautiful reports, then publish them for your organisation to consume on the web and across mobile devices. Everyone can create personalised dashboards with a unique, 360° view of their business and scale across the enterprise, with governance and security built-in.

We will show you how, without the need of former data analysis training or needing to learn another language, you can be building and sharing reports and dashboards that are useful and beautiful. Join us in our instructor-led Microsoft Power BI Training.

COURSE INSTRUCTOR (pOWER bi tRAINING)

Alvin Yong
MSc, FCCA, Microsoft Certified Trainer

Alvin Yong is a Fellow Chartered and Certified Accountant (FCCA). He obtained his Master of Science in Professional Accountancy in 2017 from the University of London. Alvin started his career with KPMG Singapore as an auditor in 1999, where he was involved in the audit, due diligence and tax of multinational corporations in various industries, including shipping and logistics, industrial manufacturing, medical and healthcare, construction consultancy and investment holdings.

With strong business acumen, Alvin went on to co-found several companies and has been an entrepreneur for more than 16 years. His companies have served clients across the globe, from US, Europe, Middle East, Africa, Asia to Australia. His current passion is data analytics and visualisation, as well as digital transformation. Alvin enjoys helping his clients understand the stories that their data tells about their business, thus enabling them to make informed, data-driven decisions to propel future growth.

WHO SHOULD ATTEND (POWER BI TRAINING)

This Power BI training is crucial for analysts, managers, reporting professionals, business owners, executives, and anyone who need to derive and share insights with business data.

The Power BI training is highly recommended for:

  • Directors
  • General Managers
  • Finance Managers
  • Business Analysts
  • BI Professionals
  • Sales Managers
  • HR Managers
  • Data Analytics Manager
  • Business Owners
  • Anyone who deals with business, management and financial reporting
COURSE PREREQUISITES

No prior knowledge of programming or data analysis is required.

COURSE METHODOLOGIES 

Clear explanation of theories coupled with hands-on exercises for a firm grasp of Power BI through:

  • Practical Examples
  • Case Studies
  • Short Exercises
  • Group Discussions
SOFTWARE USED

Power BI Desktop

COURSE AGENDA (POWER BI TRAINING)

Session 1: INTRODUCTION

  • Overview of training aim, objectives and agenda

Session 2: WHAT IS POWER BI?

  • Self-service business intelligence
  • Features comparison between Power BI components:
    » Power BI desktop
    » Power BI service (PowerBI.com)
    » Power BI mobile app
  • Difference between Power BI and “normal” Excel
  • Navigating Power BI desktop confidently: report view, data view vs model view

Session 3: POWER QUERY: ENGINE TO EXTRACT, TRANSFORM & LOAD (ETL) DATA

  • Importing data from single or multiple sources
    » File: Excel, CSV, Folder
    » Database
    » Online services
    » Other: Web, OData Feed
  • Power Query M language: Do you need to learn M?
  • Understanding applied steps
  • Handling null values, duplicates and errors
  • Changing data types: date, text, number, binary, etc
  • Grouping or summarising rows
  • Transforming text columns:
    » Format: trim, clean, capitalise each word, uppercase, etc
    » Split column, extract, merge columns
  • Converting (selected) columns to rows and vice versa
    » Transpose
    » Unpivot columns
    » Pivot column
  • Combining datasets
    » Merge (“VLOOKUP equivalent”)
    » Append
  • Sorting data based on multiple columns
  • Adding columns
    » Index column (row counters/sort orders)
    » Custom column (performing calculations)
  • Query building best practice
  • Power query tips
    » Copy and paste queries across files
    » Duplicate & reference queries
    » Disabling load of redundant queries to enhance Power BI performance
    » Entering data directly in Power BI

Session 4: DATA MODELLING

  • Creating and editing relationships
  • Active vs inactive relationships
  • Fact table vs dimension table
  • Relationship cardinality
    » One-to-one
    » One-to-many
    » Many-to-many

Session 5: DAX BASIC

  • Understanding DAX - tables (DAX) vs cells (Excel)
  • Implicit vs explicit measures
  • Commonly used DAX functions
    » SUM, AVERAGE, MIN, MAX, COUNT
    » CALCULATE and filter context
    » Basic time intelligence functions: DATESYTD, DATEADD
    » Safe DIVIDE
  • Calculated columns vs measures
  • Power Query vs DAX: How do you decide?

Session 6: REPORT VISUALISATIONS & DESIGN

  • Choosing visuals based on context
    » Column chart, bar chart (clustered, stacked)
    » Line chart
    » Card, table, matrix
    » Pie chart, donut chart, treemap
  • Native & custom visuals
  • Using field, format & analytics pane
  • Field column formatting and summarisation
  • Adding and customising data labels
  • Setting visual interactivity with slicers and filters
    » Top N (ranking top/bottom items)
    » Basic/advanced filtering
  • Understanding adhoc-highlighting
  • Applying conditional formatting
  • Sort one column by another column
  • Drill down and up using hierarchy
  • Creating custom tooltips for better context
  • Drillthrough page to dig deeper into data category
  • Creating bookmarks to share insights and build stories
  • Difference between Power BI dashboards and reports

Session 7: SHARING, SECURITY & DATA REFRESH

  • Publishing to PowerBI.com
  • Using row level security to restrict data access
    » Creating and testing roles
    » Security - adding users to defined roles
  • Sharing dashboards & reports via links or Teams
  • Managing permissions of underlying datasets
  • Scheduling data refreshes
  • Power BI service license: free, pro vs premium

Session 8: HANDS-ON POWER BI PROJECT

  • Applying Power BI skills from start to finish
  • Choice of dataset:
    » Sales/Finance dataset
    » Predictive maintenance dataset
    » Bring Your Own Data (BYOD)