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Leveraging Data with Power BI and Excel Series


Are you tired of exporting data from your accounting system and copying / pasting it into Excel? Sick of sorting and cleaning the data before you can use it in your calculations? Develop your analytics skills by learning how to use Power Pivot, Power BI and Power Query. Developed for Excel 2010 and enhanced for 2013 and 2016.

Content Description


Leverage data to create value with Power Pivot, Power Query and Power BI. With Power Pivot, learn how to combine data sources and link tables together to perform powerful, flexible PivotTable analysis without spending weeks putting calculations together. With Power Query, learn how to use this powerful new function to simply and quickly increase your available clean data. Connect to a range of data sources and transform the data ready for use. And with Power BI, learn what insights and reporting you can generate from both free and paid versions of Power BI, and gain a starting point to develop your own dashboards and analysis.


This recorded webinar series is designed to develop your analytics skills through Power Pivot, Power Query and Power BI. Power Pivot is a data analysis tool that delivers unmatched computational power, while Power BI is a business intelligence suite of integrated applications that makes dashboard development and distribution as easy as typing in the question you want to ask.


Session Information

PartSession TitleCPD Hours
Part 1Leveraging Data with Power Pivot1 CPD hour
Part 2Leveraging Data with Power Query1 CPD hour
Part 3Leveraging Data with Power BI1 CPD hour

For further sesion information please see the Agenda tab.


Learning Outcomes

Leveraging Data with Power BI

    Upon satisfactory completion of this webinar you will be able to:

  • Identify how Power Pivot builds on the functionality of Excel's native tools, such as Pivot Tables, slices and key analytical functions
  • User Power Pivot to import data from a variety of electronic sources
  • Process and link large amounts of data quickly to deliver key information in minutes
  • Understand what version of Excel you have and how to get / enable Power Pivot

Leveraging Data with Power Query

    Upon satisfactory completion of this webinar you will be able to:

  • Connect to a range of data sources for import into Excel
  • Transform the data into a format that meets your needs
  • Process and link large amounts of data quickly to deliver key information in minutes
  • Understand what version of Excel you have and how to get / enable Power Query

Leveraging Data with Power BI

    Upon satisfactory completion of this webinar you will be able to:

  • Import data from a range of different sources into Power BI Desktop
  • Build relationships between data sources
  • Create visualisations to represent your data using the built-in standard charts or custom visualisations downloaded for free from the Microsoft store
  • Use the insights and analytics functions in Power BI to better understand your data

Leveraging Data with Power Pivot

In this webinar you will learn to generate rich and interactive Power Pivot analysis tools that look like they have spent weeks in development. Walk through a case study exploiting many of Power Pivot's powerful tools and functionalities, including the ability to take financial and non-financial data from a range of sources and combine it together in a single PivotTable for analysis.

This webinar assumes a basic working understanding of how PivotTables are used, though some common concepts covered will be applicable to both normal PivotTables and those created using Power Pivot.


Leveraging Data with Power Query

In this webinar you will learn to harness the power of Power Query (for Excel 2010 and 2013). Connect to a range of data sources and clean it using a powerful and intuitive point-and-click interface – no formulae needed! Then, once you’re done, set it up so that it will update and refresh in the future with a click of a button, following your every step. If you haven’t used this before, this is a must-view session.

Leveraging Data with Power BI

In this webinar, learn how to use Power BI to export and manipulate data from a range of financial and non-financial, internal and external data sources. Easily transform data to generate powerful dashboards with just a few clicks of the mouse. Work through a case study as you find out about a range of different tools and visualisations that you can use in Power BI Desktop. Build charts by simply typing in questions, or use the insights tools to determine the reason for movements from one period to another.


Tim Heng, has over 10 years’ experience in financial model development, model auditing, banking, training and consultancy. He was previously the Head of Training at Corality, and is currently a Director at the consulting firm SumProduct. Tim has run numerous training courses in financial modelling and Microsoft Excel skills around the world. Tim is recognised by Microsoft as a Most Valuable Professional (MVP) expert in Excel, one off c.100 such individuals worldwide.


EVENT DETAILS


Topic: Business Mindset

Sub-Topic: Information & Communication Technology

Format: Recorded Webinar

Proficiency Level: Intermediate, Advanced

CPD: 3 hours