Power BI for Financial Analysts: Certification Preparation (PL-300) Training Course

This instructor-led live training in Australia (online or onsite) is tailored for business analysts, data analysts, and developers who wish to utilise the advanced features and tools in Power BI to conduct complex data analysis and create interactive visual reports.

By the end of this training, participants will be able to:

• Install and configure Power BI and the necessary components.
• Understand and explore the advanced features, components, and tools in Power BI.
• Gain valuable insights on advanced data analysis and strategy.
• Apply advanced data modelling techniques.
• Learn how to implement advanced formulas and calculations using DAX.
• Know the tips and tricks on data handling, visualisation, and presentation.
• Make reports and dashboards interactive to enable collaboration within Power BI.
• Learn and explore embedded analytics in Power BI.

Power BI is a sophisticated analytics platform that enables users to model, calculate, and visualise complex datasets using the DAX (Data Analysis Expressions) language and efficient data relationships.

This instructor-led, live training (available online or onsite) is designed for intermediate-level professionals who wish to deepen their Power BI skills with advanced data modelling, custom calculations, and powerful visualisation techniques for business intelligence.

By the end of this training, participants will be able to:

• Design effective data models and manage relationships.
• Use DAX for calculated columns, measures, and advanced aggregations.
• Apply advanced visualisation and interactivity techniques.
• Optimise performance and implement efficient data refresh strategies.

Format of the Course

• Interactive lecture and live demonstrations.
• Hands-on labs with real-world datasets.
• Step-by-step problem-solving using DAX and modelling tools.

Course Customisation Options

• To request a customised training for this course, please contact us to arrange.

Power BI is a robust business intelligence and data visualisation tool that enables users to connect to, transform, and visualise data from various sources.

This instructor-led live training, available online or onsite, is designed for beginner to intermediate users keen to learn how to perform data analysis and build interactive dashboards using Power BI.

Upon completion of this training, participants will be able to:

• Grasp core concepts of data analysis and data-driven decision-making.
• Prepare, clean, and transform data using Power Query.
• Create visually engaging dashboards and interactive reports.
• Publish and securely share dashboards with stakeholders.

Course Format

• Interactive lectures and discussions.
• Practical hands-on experience with Power BI using sample datasets.
• Guided exercises and live demonstrations.

Course Customisation Options

• To request a customised training session for this course, please contact us to arrange.

This instructor-led, live training in Australia (online or onsite) is tailored for beginner-level professionals looking to clean and analyse data, perform statistical forecasting, and generate insightful visualisations using these tools.

By the conclusion of this training, participants will be capable of:

• Gaining a foundational understanding of Python, R, Power Query, and Power BI for data analysis.
• Cleaning and organising datasets using Python and Power Query.
• Conducting statistical analysis and forecasting with R.
• Developing professional dashboards and reports with Power BI.
• Effectively integrating and analysing data from diverse sources.

This instructor-led, live training in Australia (online or onsite) is designed for data analysts seeking to learn techniques for preparing data in Excel and then visualising it within Power BI.

Upon completion of this training, participants will be able to:

• Grasp the principles, objectives, and approaches of data analysis.
• Apply DAX formulas in Power BI for complex calculations.
• Create and utilise visualisations and charts for specific analysis scenarios.
• Import via Power View to transition from Excel-based workflows to independent Power BI environments.

Discover how to Get & Transform Data to create engaging Interactive Dashboards.

Power BI stands as one of the most widely used Data Visualization tools and a leading Business Intelligence solution. It comprises a suite of data connectors, apps, and software services designed to retrieve data from various sources, transform it, and generate visually appealing reports.

Additionally, Power BI enables you to publish these dashboards for your organisation, allowing access via mobile devices, tablets, and other platforms. In this Power BI Tutorial, we guide you through a step-by-step approach to connecting with multiple data sources, performing data transformations, and crafting reports featuring charts, tables, matrices, maps, and more.

Power BI stands as a premier business intelligence platform, empowering financial professionals to convert complex datasets into actionable financial insights. The PL-300 certification confirms an individual's capability to prepare, model, visualise, and analyse data using Power BI tools.

This instructor-led, live training (available online or onsite) targets intermediate-level financial analysts seeking to enhance their Power BI expertise whilst preparing for the Microsoft PL-300 Data Analyst Associate exam.

Upon completion of this training, participants will be able to:

• Prepare and transform financial data for analysis using Power Query.
• Design optimised financial data models that align with PL-300 requirements.
• Create financial dashboards featuring KPIs, ratios, and variance analysis.
• Apply exam-relevant concepts and best practices to achieve certification success.

Format of the Course

• Interactive lectures and certification-oriented discussions.
• Hands-on labs utilising financial datasets and case studies.
• Exam-focused exercises and simulation practice questions.

Course Customisation Options

• To request a bespoke training for this course, please contact us to arrange.

Microsoft Power BI converts your organisational data into engaging visuals, enabling new approaches to analysing and structuring your information so you can concentrate on the priorities driving your objectives. This course encompasses both Power BI Online and Power BI Desktop.

Target Audience:

This course is designed for Business Managers, Report Developers, Analysts, Project Managers, and Team Leads.

Course Outcomes

Upon completing this course, students will gain a foundational understanding of the topics listed below, along with the ability to apply and implement the learned concepts.

• Power BI
• Power BI Desktop
• Working with CSV, TXT, and Excel Worksheets
• Connecting to Databases
• Merging, Grouping, Summarizing, and Calculating Data
• Reporting
• Power BI Online

This instructor-led, live training in Australia (online or onsite) is aimed at beginner-level to intermediate-level data professionals and business analysts who wish to effectively use Power BI for data analysis and visualisation.

By the end of this training, participants will be able to:

• Understand Power BI's architecture and its core components.
• Connect to various data sources and perform data transformations.
• Create effective visualisations and interactive dashboards.
• Implement row-level security and manage data access.

Power BI and Power Apps are essential components of the Microsoft Power Platform, empowering users to visualise data, automate workflows, and develop low-code applications. This course offers a practical introduction to constructing interactive dashboards and custom applications for business processes, connecting data across various systems, and enhancing operational efficiency.

This instructor-led, live training (available online or onsite) is designed for beginner to intermediate business and IT professionals who wish to utilise Power BI and Power Apps to analyse data, automate workflows, and build business solutions without extensive coding.

By the conclusion of this training, participants will be able to:

• Connect, clean, and transform data using Power BI.
• Create interactive dashboards and reports for business insights.
• Design and publish custom apps using Power Apps.
• Automate repetitive workflows through Power Automate integration.
• Share and manage solutions securely within the Microsoft Power Platform ecosystem.

Format of the Course

• Interactive lecture and discussion.
• Hands-on exercises and data modelling practice.
• Project-based learning with guided app and dashboard creation.

Course Customisation Options

• To request a customised training for this course, please contact us to arrange.

This instructor-led, live training in Australia (online or onsite) is designed for beginner to intermediate data professionals who wish to create compelling data visualisations and dashboards with Power BI.

By the end of this training, participants will be able to:

• Import and transform data from various sources.
• Develop and optimise data models.
• Create visually appealing and interactive reports and dashboards.
• Apply best practices in data visualisation and dashboard design.
• Utilise advanced features of Power BI for in-depth data analysis.

Power BI serves as a business analytics platform that converts data into engaging visualizations and informative dashboards.

This instructor-led training, available online or onsite, is designed for users ranging from beginner to advanced proficiency who want to build, visualise, and share analytical reports using Power BI.

By the end of this course, participants will be able to:

• Create data-driven dashboards and reports with Power BI.
• Transform raw data into meaningful visual insights.
• Apply advanced data modelling techniques and DAX functions.
• Publish, share, and manage reports within their organisation.

Course Format

• Instructor-led presentations combined with interactive discussions.
• Extensive hands-on exercises and applied data scenarios.
• Practical implementation using real-world datasets in a live environment.

Course Customisation Options

• For training tailored to your organisational requirements, please contact us to make arrangements.

Power BI is a robust business analytics tool designed for visualising financial and operational data.

This instructor-led, live training (available online or onsite) is tailored for intermediate-level finance and HR professionals who want to utilise Power BI to effectively analyse and visualise cash flow and payroll data.

Upon completion of this training, participants will be able to:

• Connect Power BI to financial and payroll data sources.
• Develop dashboards to monitor cash inflows and outflows.
• Construct interactive payroll reports featuring key HR and cost metrics.
• Model time-based data to assess trends and variances.
• Automate and distribute finance reports across the organisation.

Course Format

• Interactive lectures and discussions
• Practical lab exercises using sample payroll and cash flow datasets
• Real-world projects focused on report creation and automation

Course Customisation Options

• To request a customised training session for this course, please contact us to arrange.

Power BI is a robust data visualisation and analytics platform that empowers organisations to convert intricate financial and HR data into actionable insights. This course centres on leveraging Power BI to analyse cash flow, payroll performance, and related financial operations.

This instructor-led, live training (available online or onsite) is designed for intermediate-level financial and HR professionals who wish to use Power BI for in-depth cash flow tracking, payroll trend analysis, and workforce cost reporting.

By the end of this training, participants will be able to:

• Design Power BI reports to monitor cash inflows and outflows.
• Build payroll dashboards that integrate cost centres and departments.
• Apply DAX formulas to calculate labour costs, net cash flow, and projections.
• Visualise financial performance trends to support decision-making.

Course Format

• Interactive lecture and guided discussion.
• Hands-on data analysis and dashboard creation using Power BI.
• Practical exercises with real-world financial and HR scenarios.

Course Customisation Options

• To request a tailored training for this course, please contact us to arrange.

This instructor-led, live training in Australia (online or on-site) is designed for beginner to intermediate-level business analysts, data analysts, and developers who wish to learn the fundamentals of DAX in Power BI.

By the end of this training, participants will be able to:

• Gain a comprehensive understanding of Data Analysis Expressions (DAX) in Power BI.
• Create custom calculations and expressions in Power BI for analysing data and deriving insights.
• Learn best practices to optimise DAX performance.