Power BI #2

Calculate your metrics with Power Pivot and DAX

Illustration of a hand holding a hot pan, representing Power Pivot as a tool for transforming ingredients (data)

Learn how to easily combine different data sources and make dynamic calculations with Power Pivot and DAX

Duration

2 days,
9.30am - 5.30pm

Next session

9 & 10 December 2024
(Monday & Tuesday)

Venue

Format

In-person

Prerequisites

Use Excel regularly; has personal or company laptop. Details here.

Trainer

Course fee

SGD 1,580

Register now
No payment will be collected at this point. Look out for an email from us on payment details!

Take your data analysis skills to the next level with this course tailored for finance professionals, business analysts, and managers. With this course, you’ll transform your workflow and be able to create more precise reports with faster turnarounds, helping you and your team see what’s really happening in your business and make smarter decisions.

About this course

Calculating metrics is the heart of analytics. It’s easier said than done - except it can be easily done.

In this course, you’ll learn how to work with Power Pivot & DAX, a free tool within Excel and Power BI that lets you:

  • link different data sources easily without VLOOKUP()

  • compare data of different granularity easily e.g. detailed actuals vs. high level budgets

  • set up slicers that change your report filters on-the-fly to give different business perspectives

  • create versatile calculations with DAX formulas by writing them once and reusing them forever

  • choose and format suitable charts created from Power Pivot tables for meaningful data visualisations

Turning data into real insights literally becomes as easy as a few clicks.

Who this is for

Do you often...





If you check any of these boxes, this course is for you.

Syllabus

Download a detailed copy of the syllabus here.

We cover the three key steps to setting up a workflow that combines data sources for dynamic metric calculations:

Sub-topic Details
Learn what is possible with Power Pivot & DAX
  • Learn what Power Pivot & DAX can do
  • Learn how to use it by asking the right questions
  • Translate business needs into concepts, and then to specific implementation steps
  • Import data without copy and paste
  • Connect and load data from different data sources
  • Differentiate attribute vs. metric
  • Create data table to enable time intelligence DAX functions
  • Integrate different data sources
  • Understand data hierarchy
  • Understand one-to-many relationships
  • Create relationships between data sources
  • Link data sources of different granularity
  • Sub-topic Details
    Build your questions
  • Translate business concepts and questions into Key Performance Indicators (KPIs)
  • Translate KPIs into DAX formulas for reuse
  • Create calculated columns to group data by criteria
  • Assemble your data in a Power Pivot table
  • Differentiate between Power Pivot and Pivot table
  • Understand where to put attributes and metrics in Power Pivot tables
  • Shortcut to assemble Power Pivot tables
  • Name your Power Pivot tables
  • Make it easy to discover your answers
  • Choose and format suitable charts to spot trends and outliers
  • Use visual design tips to create beautiful and effective charts
  • Create interactive waterfall charts
  • Sub-topic Details
    Get your answers quickly to different perspectives
  • Change the report context with interactive slicers to suit your question’s perspective e.g. change in base year, category, sales channel, market
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  • What you can expect

    To make your learning experience seamless and empowering, we go through the following steps:

    Payment

  • No payment is required at registration.
  • You'll receive a quotation to sign, then an invoice by email with payment details.


    Software check

  • Either a company or personal laptop with Windows, Excel, and Power BI may be used.
  • You'll be asked to upload a screenshot of your software details to verify compatibility.

  • Alignment

  • We'll connect over a video call to align our training with your goals and challenges.




    Technical check

  • We'll also do a technical check on your laptop.
  • This is to ensure a smooth connection to the virtual machine for in-class exercises.

  • Venue and materials

  • We'll gather at Frasers Tower.
  • You'll receive an A5 course booklet detailing the course.




    Approach

  • Expect small interactive sessions (max. 9 participants), with hands-on exercises.
  • Each day includes two 15-minute breaks and a 60-minute lunch break.

  • One-week challenge

  • Participate in our one-week challenge, solving daily data problems on WhatsApp with fellow trainees to win prizes.



    Personalised coaching

  • Enjoy a complimentary 60-minute personalised coaching session within 30 days of your training to work through any questions you face in applying your new skills at work.

  • What you can expect

    To make your learning experience as seamless and empowering as we can, we go through the following steps:

    Payment details
    You will not be required to make payment upon registration. Instead, you will receive an invoice via email with payment details.

    Software check
    You can use either a company or personal laptop to connect to our virtual machines for training. In case of connection issues, all laptops should run Windows with Excel and Power BI installed. To ensure you have the current versions, we ask that you upload a screenshot of your software details during registration.
    Introduction call
    We begin with your end in mind. That’s why we reach out to you prior to your training, so that we can tie in what we go through in our training sessions to your particular challenges.
    Collaborative learning
    We gather at Frasers Tower, our training venue. You will receive an A5 course booklet that covers the course content in detail, so you can focus on the training rather than taking notes. Our training is conducted via virtual machines in order to minimise technical issues. Your trainer will guide you in connecting to them. This is followed by a highly interactive training session with in-class exercises and collaborative learning.
    Know-how, know-when, know-why
    We gather at Frasers Tower again for the second half of the training.
    Personalised coaching session and one-week challenge
    Learning is hardly ever a one-and-done deal. That's why we offer a complimentary 60-minute coaching session anytime within 30 days of your training to answer any questions you have in applying what you’ve learned to your work. We also run a one-week challenge with each session's participants, offering prizes for solving data problems that are posted on whatsapp each day over the course of a week post-training.

    What you can expect

    Your learning journey with us starts before your training course and continues after.

    • Registration

      Payment
      Payment is not required at registration. You will receive a quotation for signature, followed by an invoice via email with payment details.

      Software check
      Feel free to use your company or personal laptop with Windows, Excel, and Power BI for training exercises. We ask that you upload a screenshot of your software details during registration to ensure compatibility.

    • Pre-training

      Alignment
      We begin with your end in mind. Before training, we'll connect over a video call to align our training with your goals and work challenges.

      Technical check
      We'll also do a technical check on your laptop to ensure a smooth connection to the virtual machine for in-class exercises. This call is a two-way conversation, so feel free to ask questions or raise any concerns.

    • Training - 2 days

      Venue and materials
      We gather at Frasers Tower, our training venue. You will receive a hardcopy A5 course booklet that covers the course content in detail.

      Approach
      Expect interactive sessions with hands-on exercises reflecting real work scenarios. With a maximum class size of 9 participants, you are encouraged to ask questions and build on one another's learnings. Each day includes two 15-minute breaks and a 60-minute lunch break.

    • Post-training

      One-week challenge
      Participate in our one-week challenge post-training, solving daily data problems on WhatsApp with your fellow trainees to win prizes.

      Personalised coaching
      We offer a complimentary 60-minute personalised coaching session within 30 days of your training to work through any challenges or questions you face in applying your new skills at work.

    Additional training details

    Venue

    Fraser Towers, next to Tanjong Pagar MRT station

    2 consecutive days, from 9.30am to 5.30pm, with a one-hour lunch break

    Duration

    Trainer

    Class size

    Maximum of 9 participants.

    In-person, with the use of a virtual machine on each user’s laptop accessed via WiFi

    Mode of delivery

    Prerequisites

    All we ask is that you bring your curiosity and enthusiasm. You’re not required to have any prior knowledge of Power BI.

    We do expect that you are familiar and work regularly with Excel, and that your laptop meets the following requirements:

    Reviews

    Register now
    No payment will be collected at this point. Look out for an email from us on payment details!

    Course options

    If you’re looking to truly level up your data skills, we’ve got you covered.

    Each of our courses is targeted at a specific phase of your analytics workflow. With our Power BI Duo or Trio options, you’ll be able to tackle any problem you encounter.

    Power BI Single

    $1,580

    Choose between Power BI #1, or #2, or #3

  • ✔    Automated workflows
  • ✔    Best course materials
  • ✔    1 x 2-day live training
  • ✔    60 minutes personalized coaching

  • Register

    Power BI Duo

    $3,160

    Power BI #1 and 2

  • ✔    Everything in Power BI Single, plus:
  • ✔    Power Query, Power Pivot, and DAX
  • ✔    2 x 2-day live training
  • ✔    120 minutes personalized coaching

  • Register

    Power BI Trio

    $4,540

    Power BI #1, 2,and 3

  • ✔    Everything in Power BI Duo, plus:
  • ✔    Dashboards and visual design
  • ✔    3 x 2-day live training
  • ✔    180 minutes personalized coaching

  • Register

    FAQ

    Have more questions? Check out our FAQ.