Microsoft Power BI for Business, Data & Functional Analysts
Birchwood Hotel & O.R. Tambo Conference Centre, Boksburg, Johannesburg — or attend online
About this programme
Transforming Organisational Data into Interactive Insights, KPIs and Decision-Ready Dashboards.
This practical, hands-on Power BI course is designed for Business Analysts, Data Analysts, Financial Analysts, Risk Analysts and related reporting professionals. It covers the complete Power BI workflow — connecting to data sources, Power Query data preparation, data modelling, DAX calculations, and building interactive dashboards and executive reports.
Practical exercises use realistic business datasets spanning finance, sales, risk, operations, logistics, IT and ESG reporting, so delegates leave able to turn raw organisational data into actionable management information.
Course content
The workshop programme, day by day.
Introducing Microsoft Power BI Desktop and data preparation
- Understanding Microsoft Power BI: the ecosystem, workflow and use cases across analytical functions
- Working with Report View, Data View, Model View, and the Power BI interface
- Introduction to Power Query and ETL — extract, transform and load
- Connecting to Excel, CSV, folders and multiple business data sources
- Data extraction and preparation: handling missing data, duplicates, errors and null values
- Data transformation: cleaning, formatting, splitting, merging, pivoting and aggregating data
- Practical exercises for financial, credit, risk, sales, marketing, logistics and ESG datasets
Data modelling and DAX
- Data modelling concepts: tables, relationships, primary and foreign keys, cardinality
- Building effective data models: star and snowflake schemas, date tables, filter context
- Practical data modelling exercises: creating relational models and troubleshooting errors
- Introduction to DAX: calculated columns, measures, row context and filter context
- Common DAX functions: logical, aggregation, mathematical, date intelligence, text and statistical
- Developing business measures: revenue, margins, budget vs actual, growth, risk indicators and ESG KPIs
- DAX best practices: efficient formulas, naming conventions, organisation and validation
Reporting, visualisation and interactive dashboard development
- Working in Power BI Report View: selecting and creating charts, tables, matrices, cards, slicers and maps
- Dashboard design and data visualisation best practices: layout, colour, clarity and audience design
- Interactive reporting: filters, slicers, cross-filtering, drill-down, drill-through, bookmarks and tooltips
- KPI and performance management: leading and lagging indicators, targets, variance and trend analysis
- Functional KPI applications: finance, credit and risk, sales and marketing, logistics, IT, and environmental/ESG
- Strategic performance management: turning data into insights, executive reporting and storytelling with data
- Practical capstone exercise: build an end-to-end Power BI solution from data import to executive dashboard
Who should attend
- Business Analysts
- Business Intelligence Analysts
- Data Analysts
- Financial Analysts
- Credit Analysts
- Risk Analysts
- IT Analysts
- Marketing Analysts
- Sales Analysts
- Logistics Analysts
- Environmental Analysts
- ESG Analysts
- Reporting and Management Information Professionals
Ready to elevate your team's capability?
Request a proposal, book a facilitator, or schedule a discovery call. Our advisors respond within one business day.