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Power BI Fundamentals - Powering Up Your Data Insights


2nd - 3rd, April 2025 / Online
SAVE UP TO $600
Discount ends in 27 days

OVERVIEW


Take your business intelligence and professional success to the next level through analysing, visualising, and sharing data

• Build impactful reports using data modelling and visualisation tools
• Use Power Query Editor to shape and clean data for powerful insights
• Create visually compelling reports that communicate complex data clearly
• Discover best practices to sharing reports for seamless collaboration

TRAINER


Lance Rubin

Lance has extensive financial modelling experience, having worked at two of the Big 4 firms, Investec Bank, and National Australia Bank. He is the founder of Model Citizn, helping businesses and governments improve decision-making by managing cash flow and optimising Excel and Power BI environments. Lance has led workshops on data analytics and visualisation across Australia and New Zealand for ACCA and CA ANZ. He is also the Chief Excel Officer at EXL Cloud, a software solution for automating cash flow and financial models. Lance is a global expert in Power BI for finance and has spoken at the Global Power BI Summit.

Finance & Data Expert and Trainer
Model Citizn

AGENDA


Workshop

Introduction to Power BI Fundamentals

- Understand the key components of Power BI report development

- Review and analyse data using Power BI

- Develop strategies to explain the goals and purpose of data visualisation


The importance of data literacy in adopting Power BI 

- Understand how create a data culture 

- Explore the adoption roadmap for business intelligence

- Understand what ‘data literacy’ and ‘artefacts’ are required to demonstrate this  


Data storytelling and influencing using Power BI

- Structure a data narrative and story

- Understand the principles for visually presenting data

- Create effective visualisations for simple and complex cases


Shaping data using Power Query to Extract, Transform, and Load (ETL) 

- Hands on practical application - extract, clean, and transform data

- Develop skills with key aspects of data dimensions

- Explore M Script to customise your transformation and queries

  • Lance Rubin Finance & Data Expert and Trainer Model Citizn

Workshop

Data model development and building relationships

- Develop a complete data model with the star schema design

- Build relationships within the data model for ease of slicing and dicing data

- Tools to ensure all key relationships exist prior to build


Introducing relationships and DAX

- Learn formula language and filter contexts 

- Calculate measures to answer specific questions 

- Develop grouping, segmenting, and editing DAX expressions


Creating reports and data visualisation part 1 - Basics of navigation and formatting

- Create dashboards and page navigation 

- Understand the structure of a reporting page and user experience

- Customise reports using buttons, colours, and other features


Report and data visualisation part 2 - Advanced visuals 

- Use tooltips to increase information density in visualisations

- Identify ways to measure the of Power BI adoption 

- Explore third-party extensions and AI visuals


- Please note this is an advanced Excel course. Attendees should possess good Excel skills, competency with functions such as V-Lookup and pivot tables, or experience with other reporting tools

  • Lance Rubin Finance & Data Expert and Trainer Model Citizn

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VENUE


Online

Join us online, from the comfort of your home or office.

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