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

This instructor-led, live training in New Zealand (online or on-site) is aimed at business analysts, data analysts, and developers who wish to leverage the advanced features and tools in Power BI to perform 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 its essential components.
• Understand and explore the advanced features, components, and tools available in Power BI.
• Gain valuable insights into advanced data analysis and strategic planning.
• Apply advanced data modelling techniques.
• Learn how to implement advanced formulas and calculations using DAX.
• Discover tips and tricks for effective data handling, visualisation, and presentation.
• Create interactive reports and dashboards to enable collaboration within Power BI.
• Learn about and explore embedded analytics capabilities in Power BI.

Power BI serves as a robust analytics platform that enables users to model, calculate, and visualise complex datasets by leveraging 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 proficiency through advanced data modelling, custom calculations, and powerful visualisation techniques for business intelligence.

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

• Design effective data models and manage relationships.
• Utilise DAX for calculated columns, measures, and advanced aggregations.
• Apply advanced visualisation and interactivity techniques.
• Optimize 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 Customization Options

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

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

This instructor-led, live training (online or on-site) is designed for beginner to intermediate-level users who wish to learn how to conduct data analysis and create interactive dashboards using Power BI.

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

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

Course Format

• Interactive lectures and discussions.
• Hands-on practice with Power BI using sample data sets.
• 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 New Zealand (online or on-site) is designed for beginner-level professionals who wish to clean and analyse data, make statistical projections, and create insightful visualisations using these tools.

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

• Understand the basics of Python, R, Power Query, and Power BI for data analysis.
• Clean and organise datasets using Python and Power Query.
• Perform statistical analysis and projections with R.
• Create professional dashboards and reports with Power BI.
• Integrate and analyse data from multiple sources effectively.

This instructor-led, live training in New Zealand (online or on-site) is designed for data analysts who wish to learn techniques for preparing data in Excel and then visualising it in Power BI.

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

• Understand the principles, objectives, and approaches of data analysis.
• Use DAX formulas in Power BI for complex calculations.
• Create and utilise visualisations and charts for specific analysis scenarios.
• Import data using Power View to transition from Excel-based Power BI to a standalone Power BI environment.

Learn how to Get & Transform Data to Prepare Interactive Dashboards

Power BI is one of the most popular data visualisation tools and a key business intelligence platform. It is a collection of data connectors, applications, and software services used to retrieve data from various sources, transform it, and produce insightful, visually appealing reports.

Power BI also enables you to publish these reports across your organisation, allowing access via mobile devices, tablets, and more. In this Power BI tutorial, we will guide you through a step-by-step approach to connect to multiple data sources, perform data transformations, and create reports featuring charts, tables, matrices, maps, and other visual elements.

This instructor-led, live training in New Zealand (delivered online or onsite) targets beginner to intermediate data professionals and business analysts looking to effectively utilise Power BI for data analysis and visualization.

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

• Comprehend Power BI's architecture and its core structural elements.
• Connect to a variety of data sources and perform precise data transformations.
• Develop effective visualizations and interactive dashboards.
• Implement row-level security and manage data access rights.

Power BI and Power Apps are key components of the Microsoft Power Platform that enable users to visualise data, automate workflows, and develop low-code applications. This course provides a practical introduction to building interactive dashboards and custom apps for business processes, connecting data across systems, and improving operational efficiency.

This instructor-led, live training (online or on-site) is aimed at beginner-level to intermediate-level business and IT professionals who wish to use Power BI and Power Apps to analyse data, automate workflows, and build business solutions without extensive coding.

By the end 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 using 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 New Zealand (online or on-site) is designed for data professionals at beginner to intermediate levels who wish to create compelling data visualisations and dashboards using Power BI.

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

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

Power BI is a powerful business analytics platform designed to convert raw data into engaging visualizations and data-rich dashboards.

This live, instructor-led programme—available both online and onsite—is tailored for users ranging from beginners to advanced practitioners looking to design, visualise, and distribute analytical reports using Power BI.

Upon completing this course, participants will be equipped to:

• Design data-driven dashboards and reports using Power BI.
• Convert raw data into meaningful and actionable visual insights.
• Implement advanced data modelling techniques and DAX functions.
• Publish, share, and manage reports effectively across their organisation.

Course Delivery

• Facilitated presentations combined with interactive discussions.
• Extensive hands-on exercises and practical data scenarios.
• Live implementation using real-world datasets.

Customisation Options

• We offer tailored training to align with your organisation’s specific needs; please contact us to discuss arrangements.

Power BI is a robust business analytics platform designed to visualise financial and operational insights.

This instructor-led, live session (delivered online or on-site) is tailored for intermediate-level finance and HR professionals looking to leverage Power BI to effectively analyse and present cash flow and payroll data.

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

• Link Power BI to various financial and payroll data sources.
• Develop dashboards to monitor cash inflows and outflows.
• Construct interactive payroll reports highlighting key HR and cost metrics.
• Apply time-based data modelling to assess trends and variances.
• Automate and distribute financial reports across the organisation.

Course Delivery Format

• Engaging lectures and group discussions
• Practical lab exercises using sample payroll and cash flow datasets
• Hands-on projects focused on report generation and automation

Tailored Training Options

• To request a bespoke training solution for this course, please reach out to us to discuss arrangements.

Power BI is a robust data visualisation and analytics platform that empowers organisations to convert complex financial and HR datasets into meaningful, actionable insights. This course is dedicated to leveraging Power BI for the in-depth analysis of cash flow, payroll performance, and associated financial operations.

This instructor-led, live training session (available online or onsite) is tailored for intermediate-level financial and HR professionals looking to utilise Power BI for detailed cash flow tracking, payroll trend analysis, and comprehensive workforce cost reporting.

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

• Design Power BI reports to effectively monitor cash inflows and outflows.
• Construct payroll dashboards that seamlessly integrate cost centres and departmental data.
• Utilise DAX formulas to calculate labour costs, net cash flow, and future projections.
• Visualise financial performance trends to support strategic decision-making.

Course Format

• Interactive lectures complemented by guided discussions.
• Practical, hands-on data analysis and dashboard creation using Power BI.
• Real-world exercises focusing on financial and HR scenarios.

Customisation Options

• To arrange a tailored version of this training, please get in touch with our team.

This instructor-led, live training in New Zealand (available online or on-site) is designed for beginner to intermediate-level business analysts, data analysts, and developers who wish to master 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 to analyse data and derive actionable insights.
• Learn best practices to optimise DAX performance.

Power BI is Microsoft's business intelligence solution, facilitating real-time data integration, visualisation, and analysis across diverse data sources, including Building Information Modelling (BIM) platforms.

This instructor-led live training, available online or on-site, is designed for intermediate-level professionals keen on leveraging Power BI to retrieve and analyse data from various databases and BIM models, utilising AI tools to detect trends and generate reports.

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

• Implement Power BI for real-time data integration.
• Retrieve and analyse data from multiple databases and BIM sources.
• Create visual reports supported by AI-driven trend analysis.
• Integrate BIM data models to derive technical and managerial insights.

Format of the Course

• Interactive lectures and discussions.
• Extensive exercises and practical application.
• Hands-on implementation within a live-lab environment.

Course Customisation Options

• To request customised training for this course, please contact us to make arrangements.

This instructor-led, live training in New Zealand (online or on-site) is aimed at beginner-level to intermediate-level participants who wish to gain in-depth knowledge of Power BI, from its work environment and data modelling to dashboard development and publication.

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

• Navigate and utilise the Power BI work environment effectively.
• Model and transform data for meaningful analysis.
• Apply basic functions and DAX measures to enhance data calculations.
• Create and customise interactive dashboards and reports.
• Publish, share, and export reports for organisational use.