Power BI Desktop: Moving Beyond Excel (ROI/NI)

Format

This course will be delivered via Zoom. The Zoom link will be emailed to participants the day before the course is due to take place.

Who should attend

Participants should have at least Intermediate Excel and database user skills. The course is for accountants, and other business professionals, who have reached the stage of a proficient Excel user and now require a new sophisticated data analysis tool, enabling them to build on the skills gained in MS Office.

Course overview

• The Microsoft Self-Service Business Intelligence Solution
• Discovering and Loading Data with Power BI Desktop
• Transforming Datasets and Data Cleansing
• Power BI Desktop Queries and Query Editor Context Menus
• Data Mashup
• The Power BI Desktop View Ribbon
• Data Modeling in the Power BI Desktop Environment
• Data Model or Query?
• Text-Based Visualizations
• Power BI Desktop Dashboards, including Charts
• Exporting Data from a Visualisation

Key learning outcomes

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

• Power BI Desktop concepts and main features
• Data sources compatible with Power BI Desktop
• Connecting to data with Power BI Desktop
• Exploring data visualisations
• Applying common query tasks to shape data in Power BI Desktop
• Creating and publishing reports

All participants should please note:

• Microsoft Office/ Apps Version 

Participants should have a Microsoft 365 subscription but supported older desktop versions are workable.

• Excel for Mac Users

Microsoft Excel 365 for Mac has some incompatibilities with Windows and certain features are not available.  Contact us before booking if you are in any doubt about your setup.

• Windows 11 / 10 ESU

We prepare the files and deliver the course using Windows 11 but Windows 10 on Extended Support is fine. 

• Two monitors recommended

This allows better viewing of the trainer's screen and relevant Microsoft 365 application or AI site. If you only have a single screen, please inform us prior to the course.

• Test Session

If you would like to test your connection and setup prior to your course, please contact info@professional.ie or 01 6627700 and we will arrange this with you.

Speaker bio

Professional Training is a group of experienced specialists providing focused training in IT and Management skills. Our trainers use a combination of tailored, flexible approaches and real-life business knowledge to develop and provide techniques and solutions for immediate implementation by our course participants. We have delivered a range of CPD programmes with Chartered Accountants Ireland since 1997.

Contact us

If you have any questions regarding this or any other CPD course or requirements, please feel free to contact the team here or call us at (+353) 01 523 3930

Note for Legacy CPA Members

Members who joined Chartered Accountants Ireland following1 September 2024, please continue to book on the CPA Portal here to ensure you receive your membership discount.