Summary

Learning Outcomes

• Understand the key features and benefits of Power BI
• Learn how to connect to data sources and create reports.
• Understand how to model data and use DAX functions.
• Learn how to create visualizations and dashboards.
  

Who should attend?

• Analyst working in excel 
  

Session 1

Get Data in Power BI 

Getting Data from Multiple Sources 

Excel (Locally Stored and Cloud-Based Excel files)

• Access, CSV files and folders, Web, Dataverse and Dataflows, Demo 

Session 2

Resolve Data Import Errors

Session 3

Visualizing Data in Power BI

• Load Data in Power BI 
• Preparing Data in Power BI 
• Introduction to Enhancing Data Structure 

Session 4

Introduction to Designing a Data Model 

Day 2

Session 5

Data Transformation and Creating a Data Model 

Introduction to DAX 

Session 6

Basic Math Calculations  

Session 7

Working with Context in the Data Model  

Session 8

Using DAX for Advanced Calculations  

Session 9

Creating and Manipulating Tables in DAX  

Session 10

Working with Time  

Day 3

Session 11

Calculations Using

DAX Visualize

Your Data Introduction

Session 12

Filtering and sorting reports

Session 13

Advanced Data Visualization Concepts  

Session 14

Design a Report in Power BI Desktop

Advanced Features of Power BI

Paginated Reports 

Session 15

Creating Dashboards

 
Session 16 

Create a Power BI Paginated Report 

Create a Power BI Dashboard 

Managing Workspaces and Datasets 

Managing Workspaces 

Session 17

Managing Datasets 

Session 18

Managing Workspaces and DatasetsRevision and Q&A Session

Trainer Profile

The trainer has rich expertise in advanced financial modelling, advanced MS Excel, IFRS, capital markets and wealth management. He is also a visiting faculty at various B-Schools, where he teaches various courses including financial modelling, financial engineering and actuarial science. He is CA ,CFA and FRM by education 

Training dates - July 21-23, 2025

Training fees - ₹ 25,000 + applicable taxes