SUPER EARLY BIRD DISCOUNT (UNTIL DECEMBER 15th) - $250
EARLY BIRD DISCOUNT (UNTIL JANUARY 10th) - $299
REGULAR PRICE - $399
Creating a Modern Financial Dashboard -
in Power BI
LOCATION: Microsoft Teams Webinar
RECORDINGS: Available for 6-months following the webinar
Upcoming Training Dates
January 30th & 31st: 7:30AM - 11:30AM PT (Check Local Time)
This course is designed for financial users want to learn to enhance Power BI reporting. In this course, you will learn valuable tools and skills to create advanced features to display financial data correctly. It will explore different options to overcome common challenges users regularly face when dealing with financial data. It will also cover different visuals designed specifically for financial reporting.
This course is focused on options to visualize and present data in Power BI for financial data. Although it covers some data modelling, the core focus is productivity and visual choice for financial based data.
The modules covered in this course are as follows:
Architecting a Financial Solution: This module focuses on understanding data processing paradigms, Power BI connection types, and architectural considerations for financial reporting.
Data Modeling for Financial Data: In this module, you'll learn about effective financial data modeling, including fact and dimension tables, and gain insights into various modeling techniques.
Visualizations for Financial Data: Discover techniques for creating insightful visualizations in financial reporting, including dynamic formatting and advanced visualization using DAX and Calculation groups.
Advanced Visualizations for Financial Data: This module explores advanced visualization options, such as custom visuals, IBCS standards, and visual-level calculations, enhancing your financial reporting capabilities.
Enterprise Financial Features: Learn about advanced features like scenario forecasting, data entry, write-back, and export/scheduled reports for comprehensive financial data management.
Prerequisites:
You should have knowledge of basic Power BI, including how to connect to data and pull a report. Familiarity with Power Query, using custom visuals, and writing DAX measures is required.
Steve Campbell
Sunny BI
Steve has a background in consulting track record of success in the data analytics domain. He most recently ran the Data Analytics team for Cognizant MBG in the EMEA region.
Currently, Steve is the owner of Sunny BI, a consulting firm specializing in data modernization and consulting services. His firm delivers data modernization and consulting projects with a focus on training and deployment. He focuses on reporting and engineering and is a big fan of Microsoft's latest platform, Microsoft Fabric!
Steve is also a Power BI and Excel trainer. With degrees in Marketing and Finance, he combines technical proficiency with a solid understanding of business acumen. He regularly train around the world and used to run the Power BI class for University of Wisconsin-Milwaukee. Steve is a sought-after speaker, and loves to blog on PowerBI.tips, present globally at conferences, and co-runs the Brew City Power Platform user group.
Reid Havens
Havens Consulting
As the founder of Havens Consulting Inc. and a Microsoft MVP, Reid is a seasoned professional with a wealth of experience in technology, organizational management, and business analytics. With a Master's Degree in Organizational Development and a background in consulting for Fortune 10, 50, and 500 companies, Reid has the knowledge and expertise to help your organization succeed.
In addition to his corporate experience, Reid is also a highly sought-after instructor, teaching Business Intelligence, reporting, and data visualization at the University of Washington and other universities. His passion for education extends beyond the classroom, as he has co-authored the DP-500 Enterprise Azure Analyst certification exam for Microsoft and developed numerous training curriculums delivered to companies around the world.
With his extensive background and expertise, Reid is the ideal choice to help your organization harness the power of modern BI and analytics tools and drive meaningful change. Contact Havens Consulting today and see what a difference Reid and his team can make for you.
