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Leverage Data using Excel and Power BI Workshop

This activity is presented by SumProduct.

Learn how you can generate rich and interactive dashboards that look like they have spent weeks in development, in only a fraction of the time. Leverage Power Query and Power Pivot in Excel, and how they can interact with Power BI to analyse and report key information.

Content Description

Power Pivot, Power Query and Power BI are tools that enable database-like computational power on our desktops, firstly within the familiar environment of Excel, and then within Power BI as it takes, automates and elevates the process of reporting and generating dashboards. This three day workshop will develop a sophisticated case study exploiting many of the powerful tools and functionalities. Using hands-on examples throughout, you will learn how to convert mountains of data into key business information efficiently. Key management reporting, variance analysis and KPIs can be delivered faster than you can imagine.

Learning Outcomes

Upon satisfactory completion of this activity you will be able to;
• Load, link and update data in Power Pivot.
• Write formulae in Power Pivot's Data Analysis Expressions (DAX) language.
• Use Time Intelligence functions to analyse data across periods.
• Import data using Power Query from a range of sources.
• Format and transform ’dirty’ data into a usable form to enable analysis.
• Build intuitive and interactive dashboards by using Power BI to automate your reports.


Finance professionals working with large amounts of data who want to improve the quality and timeliness of their reporting. Intermediate Excel proficiency required.

This activity is presented by SumProduct.


Topic: Future Focused

Sub-Topic: Information & Communication Technology

Format: Workshop

Proficiency Level: Intermediate, Advanced

CPD: 19.5 hours