5 Microsoft Power Platform courses in Coventry

FourSquare Training specialise in private, corporate Microsoft PowerPoint courses delivered at your premises and tailored to your needs.

ABOUT THIS TRAINING COURSE  This 3 full-day training course will introduce participants to the Microsoft Power BI® software solution for extracting, manipulating, visualising and analysing data. This is a very practical, hands-on course that takes participants through a series of exercises which help users understand the Power BI® environment, how to use the key areas of functionality, and how to apply the tools it contains to design and produce analyses of their own data. The first two days focus on learning the key concepts and practising these using clean, simple datasets. The third day provides participants with the opportunity to apply what they've learned to their own data. This makes the course far more relevant and meaningful for them, it allows our facilitator to help them structure their data models, queries and DAX formulas correctly, and it allows our facilitator to help them solve any additional problems that may arise but which were not covered as part of the standard the course. In addition, at the end of the day, each participant walks away with something of real, practical use for their job role. Many previous participants have remarked that they obtained the most value from the course during the third day because otherwise, they wouldn't be able to do what they need to do. This is an introductory course and although it does not assume any prior experience with Power BI®, participants will gain much more from the course if they have at least used Power BI® a little prior to attending. Participants who have taught themselves Power BI® will also benefit from attending as the course will fill-in a number of gaps in their knowledge and will also extend what they know. A general understanding of databases, Excel formulas, and Excel Pivot Tables is useful though not essential. Comprehensive course notes, exercises and completed solutions are included. Microsoft® PowerBI® is a trademark of Microsoft Corporation in the United States and/or other countries. Training Objectives Upon completion of this training course, participants will be able to: * Confidently use the Power BI® solution, including Power BI® Desktop, PowerBI®.com and the Power BI® Gateway * Extract data from a variety of data sources and manipulate the data extracted so it is ready for analysis * Combine data sources together and gain an introductory understanding of the M language * Write formulas using the DAX language for generating custom columns, measures and tables * Design reports and dashboards using a wide range of both built-in and custom visuals * Publish reports and dashboards to PowerBI®.com * Share reports and dashboards with others using PowerBI®.com * Customize reports and dashboards so that different user groups automatically see their own personalized views Target Audience This training course is intended for: * Financial Analysts * Accountants * Budgeting and planning specialists * Treasury * Risk Managers * Strategic Planners This is an introductory course and although it does not assume any prior experience with Power BI®, participants will gain much more from the course if they have at least used Power BI® a little prior to attending. Participants who have taught themselves Power BI® will also benefit from attending as the course will fill-in a number of gaps in their knowledge and will also extend what they know. A general understanding of databases, Excel formulas, and Excel Pivot Tables is useful though not essential. Comprehensive course notes, exercises and completed solutions are included. Course Level * Basic or Foundation Trainer Your expert course leader has a Masters (Applied Finance & Investment), B.Comm (Accounting & Information Systems), CISA, FAIM, F Fin and is a Microsoft Certified Excel Expert. He has over 20 years' experience in financial modelling, forecasting, valuation, model auditing, and management reporting for clients throughout the world. He is skilled in the development and maintenance of analytical tools and financial models for middle-market companies to large corporates, at all levels of complexity, in both domestic and international settings. He has trained delegates from a wide variety of Oil & Gas companies including Chevron, Woodside, BHP Billiton, Petronas, Carigali, Shell, Nippon, Eni, Pertamina, Inpex, and many more. He provides training in financial modelling for companies throughout the Asia, Oceania, Middle East and African regions. Before his current role, he spent 6 years working in the Corporate and IT Consulting divisions of a large, multinational Chartered Accounting firm. He is the author of a number of white papers on financial modelling on subjects such as Financial Modelling Best Practices and Financial Model Auditing. Highlights from his oil and gas experience include: * Development of economic models to assist Decision Analysts modelling for a wide range of scenarios for multinational oil & gas assets. * Auditing and further development of life of project models for Chevron's Strategic Planning Division analysing their North West Shelf assets. * Development of business plan and budgeting models for multinational oil & gas assets. * Development of cash flow and taxation models for a variety of oil gas companies. * Consulting on Sarbanes Oxley spreadsheet remediation and risk assessment. POST TRAINING COACHING SUPPORT (OPTIONAL) To further optimise your learning experience from our courses, we also offer individualized 'One to One' coaching support for 2 hours post training. We can help improve your competence in your chosen area of interest, based on your learning needs and available hours. This is a great opportunity to improve your capability and confidence in a particular area of expertise. It will be delivered over a secure video conference call by one of our senior trainers. They will work with you to create a tailor-made coaching program that will help you achieve your goals faster. Request for further information post training support and fees applicable Accreditions And Affliations

There is a lot to learn in Power BI, this course takes a comprehensive look at the fundamentals of analysing data and includes a balanced look at the four main components that make up Power BI Desktop: Report view, Data view, Model view, and the Power Query Editor. It also demonstrates how to utilise the online Power BI service. It looks at authoring tools that enable you to connect to and transform data from a variety of sources, allowing you to produce detailed reports through a range of visualisations, in an interactive and dynamic way. It also includes a detailed look at formulas by writing both M functions in Power Query, and DAX functions in Desktop view. This knowledge will allow you to take your reports to the next level. The aim of this course is to provide a complete introduction to understanding the Power BI analysis process, by working hands-on with examples that will equip you with the necessary skills to start applying your learning straight away. 1 GETTING STARTED * The Power BI ecosystem * Opening Power BI Desktop * Power BI's four views * Introduction to Dashboards 2 IMPORTING FILES * Importing data sources * Importing an Excel file * Importing a CSV file * Importing a database * Connect to an SQL Server Database * Import vs. Direct Query * Importing from the web * Importing a folder of files * Managing file connections 3 SHAPE DATA IN THE QUERY EDITOR * The process of shaping data * Managing data types * Keeping and removing rows * Add a custom column * Appending tables together * Hiding queries in reports * Fixing error issues * Basic maths operations 4 THE DATA MODEL * Table relationships * Relationship properties 5 MERGE QUERIES * Table join kinds * Merging tables 6 INSERTING DASHBOARD VISUALS * Things to keep in mind * Inserting maps * Formatting Maps * Inserting charts * Formatting Charts * Inserting a tree map * Inserting a table, matrix, and card * Controlling number formats * About report themes * Highlighting key points * Filter reports with slicers * Sync slicers across dashboards * Custom web visuals 7 PUBLISH AND SHARE REPORTS * Publishing to Power BI service * Editing online reports * Pinning visuals to a dashboard * What is Q&A? * Sharing dashboards * Exporting reports to PowerPoint * Exporting reports as PDF files 8 THE POWER QUERY EDITOR * Fill data up and down * Split column by delimiter * Add a conditional column * More custom columns * Merging columns 9 THE M FUNCTIONS * Inserting text functions * Insert an IF function * Create a query group 10 PIVOTING TABLES * Pivot a table * Pivot and append tables * Pivot but don't aggregate * Unpivot tables * Append mismatched headers 11 DATA MODELLING EXPANDED * Understanding relationships * Mark a date table 12 DAX NEW COLUMNS * New columns and measures * New column calculations * Insert a SWITCH function 13 INTRODUCTION TO DAX MEASURES * Common measure functions * Insert a SUM function * Insert a COUNTROWS function * Insert a DISTINCTCOUNT function * Insert a DIVIDE function * DAX rules 14 THE CALCULATE MEASURE * The syntax of CALCULATE * Insert a CALCULATE function * Control field summarisation * Things of note 15 THE SUMX MEASURE * X iterator functions * Anatomy of SUMX * Insert a SUMX function * When to use X functions 16 TIME INTELLIGENCE MEASURES * Importance of a calendar table * Insert a TOTALYTD function * Change financial year end date * Comparing historical data * Insert a DATEADD function 17 HIERARCHIES AND GROUPS * Mine data using hierarchies * Compare data in groups

This course is designed for those already using Power BI Desktop and are ready to work with more comprehensive elements of analysing and reporting in Power BI. The course maintains a balanced look at data analysis including the Power Query Editor, with a deep dive into writing DAX formulas, and enhanced dashboard visualisations. The aim of this course is to provide a more complete understanding of the whole Power BI analytics process, by working with business examples that will equip you with the necessary skills to output comprehensive reports and explore Power BI's analytical capabilities in more depth. 1 THE QUERY EDITOR * Grouping rows in a table * Split row by delimiter * Add days to determine deadlines * The query editor 2 FUZZY MATCHING JOINS * Matching inconsistencies by percentage * Matching with transformation table 3 THE QUERY EDITOR M FUNCTIONS * Adding custom columns * Creating an IF function * Nested AND logics in an IF function 4 DAX NEW COLUMNS FUNCTIONS * Including TRUE with SWITCH * Using multiple conditions * The FIND DAX function * The IF DAX function * Logical functions IF, AND, OR 5 EDITING DAX MEASURES * Making DAX easier to read * Add comments to a measure * Using quick measures 6 THE ANATOMY OF CALCULATE * Understanding CALCULATE filters * Add context to CALCULATE with FILTER * Using CALCULATE with a threshold 7 THE ALL MEASURE * Anatomy of ALL * Create an ALL measure * Using ALL as a filter * Use ALL for percentages 8 DAX ITERATORS * Anatomy of iterators * A closer look at SUMX * Using RELATED with SUMX * Create a RANKX * RANKX with ALL 9 DATE AND TIME FUNCTIONS * Overview of functions * Create a DATEDIFF function 10 TIME INTELLIGENT MEASURES * Compare historical monthly data * Create a DATEADD measure * Creating cumulative totals * Creating cumulative measures * Visualising cumulative totals 11 VISUALISATIONS IN-DEPTH * Utilising report themes * Applying static filters * Group data using lists * Group numbers using bins * Creating heatmaps * Comparing proportions * View trends with sparklines 12 COMPARING VARIABLES * Visualising trendlines as KPI * Forecasting with trendlines * Creating a scatter plot * Creating dynamic labels * Customised visualisation tooltips * Export reports to SharePoint

This course starts with data transformation strategies, exploring capabilities in the Power Query Editor, and data-cleansing practices. It looks at the Advanced Query Editor to view the M language code. This course focuses on advanced DAX measures that include filtering conditions, with a deep dive into time intelligence measures. Like the M query language, DAX is a rich functional language that supports variables and expression references. This course also looks at the creation of dynamic dashboards and incorporates a range of visualisations available in Power BI Desktop and online in the AppSource. The course finishes with a look at setting up end user level security in tables. 1 THE QUERY EDITOR * Split by row delimiter * AddDays to determine deadlines * Advanced query editor 2 FUZZY MATCHING JOINS * Matching inconsistencies by percentage * Matching with transformation table 3 LOGICAL COLUMN FUNCTIONS * Logical functions IF, AND, OR * Using multiple conditions * Including FIND in functions 4 EDITING DAX MEASURES * Make DAX easier to read * Add comments to a measure * Using quick measures 5 THE ANATOMY OF CALCULATE * Understanding CALCULATE context filters * Adding context to CALCULATE with FILTER * Using CALCULATE with a threshold 6 THE ALL MEASURE * Anatomy of ALL * Create an ALL measure * Using ALL as a filter * Use ALL for percentage 7 DAX ITERATORS * Anatomy of iterators * A closer look at SUMX * Using RELATED in SUMX * Create a RANKX * RANKX with ALL 8 DATE AND TIME FUNCTIONS * Overview of functions * Create a DATEDIFF function 9 TIME INTELLIGENT MEASURES * Compare historical monthly data * Create a DATEADD measure * Creating cumulative totals * Creating cumulative measures * Visualising cumulative totals 10 VISUALISATIONS IN-DEPTH * Utilising report themes * Create a heatmap * Comparing proportions * View trends with sparklines * Group numbers using bins * Setting up a histogram 11 COMPARING VARIABLES * Visualising trendlines as KPI * Forecasting with trendlines * Creating a scatter plot * Creating dynamic labels * Customised visualisation tooltips * Export reports to SharePoint 12 USER LEVEL SECURITY * Setting up row level security * Testing user security