Business Intelligence With Power BI

29-30 May, 2023, Remote Online Training - Public

IPA Training is Registered with

Learn from the Best

 

 

 

 

 

VINCENT CHIN
Vincent has held financial, continuous improvement and I.T. positions in the banking, shared services and
hospitality industry. He is a FCCA, Certified Six Sigma Black Belt, Microsoft Certified Trainer,
Microsoft Office Specialist and a PSMB-accredited trainer. His previous roles include being an
internal change consultant of a global team, a financial shared-services local head and a finance
regional head.

 

Vincent’s experience in the continuous improvement sphere of the financial industry includes
projects in process automation & robotics, productivity management, end-to-end reviews and
streamlining. He also trained yellow belts and green belts in DMAIC (the acronym for Define, Measure, Analyze,
Improve & Control; a problem-solving methodology in Six Sigma) for other various companies.
Vincent codes in VBA and has developed complex Excel applications in the companies he worked for.

 

He currently trains professionals in Excel and Lean Six Sigma covering topics related to finance,
business intelligence tools, pivot tables, dashboards, VBA and process improvement. Vincent also assist
companies in automating Excel tasks, end-to-end process reviews, developing process target operating
models and other areas of process continuous improvement.

 

QUALIFICATIONS
Microsoft Certified Trainer| MICROSOFT | 2020
Microsoft Office Specialist Expert| MICROSOFT | 2020
Microsoft BI Reporting in Excel | MICROSOFT | 2019
Microsoft Office Specialist | MICROSOFT | 2017
Certified Trainer | PSMB | 2013
Certified Six Sigma Black Belt | ASQ | 2011
FCCA | ACCA | 1998

 

TRAINING CLIENTELE LIST
Genting Group, Dell, Motorola, Technip, CIMB, Malakoff, Digi, IBM, Starwood Hotels & Resorts,
Petronas ICT, HSBC, J&J, Kossan Rubber, CapitaLand, Markem-Imaje, RHB, DHL, Shell, Samsung, DBS, NOL,Nippon Paint, Boustead Penang Shipyard, Malaysia Reinsurance, PTT Global Chemical PLC, BHP Billiton, Campbell Cheong Chan, MIE Industrial, Global Enterprise International (Malaysia) Sdn Bhd (Member of Singtel), VISTAGE Guest Speaker, ACCA CPD trainer, WCT Malls, Bank Negara Malaysia, MAVCOM, edotco. Network Plaza, Dattel, Hershey’s, MRCB, MavCap, BSN, Monash University, Open University KL, GenPact, Axiata, RSM Malaysia, Tabung Haji, Jabatan Audit Negara.

 

WORK EXPERIENCE
Trainer & Consultant
AVP- Change & Support | HSBC Global Banking & Markets
Shared Services Head Asia | Bausch & Lomb(M) Sdn Bhd
Finance Manager- ASEAN| AkzoNobel Packaging Coatings
Group IT Infrastructure Manager | Hong Leong Bank Bhd
Financial Controller & Six Sigma Green Belt | Starwood Hotels & Resorts Worldwide
Group Accountant | Granite Industries Bhd
Accounts Executive | Resorts World Bhd

Venue Details

Remote Online Training - Public

Contact us

Juliany,
03 2283 6109
juliany@ipa.com.my

Phoebe,
03 2283 6100
phoebe@ipa.com.my 

FOR CUSTOMISED IN-HOUSE TRAINING
Jane,
03 2283 6101
Jane@ipa.com.my

ADDRESS 
A-28-5, 28th Floor, Menara UOA Bangsar, 
No.5, Jalan Bangsar Utama 1, 
59000 Kuala Lumpur
www.ipa.com.my

FOCUSING ON
  • Overview on Important Aspects of Power BI
  • Using the Query Editor in Power BI
  • Creating Visualizations in Power BI
  • Data Modelling in Power BI
  • Using DAX in Power BI 
OVERVIEW
This is an in-depth 2-day course covering the important functions in the Power BI Desktop Data Modelling, Visualizations, and the Power Query Editor.
COURSE LEARNING OUTCOMES (CLO)
  1. Learn What Is Data Modelling
  2. Learn The Different Types Of Data One Faces In The Work Environment
  3. Learn How The Mechanics Of Using Power BI To Extract, Transform And Load
WHO SHOULD ATTEND

Data miners, data analysts, business intelligence executives, project managers, revenue managers, finance managers, journalists & those who are performing roles related to data mining, data analysis, data preparation for end-reports, reconciliations, data cleansing, appending & merging files of multiple systems, creating and publishing dashboards and making informed decisions from company data.

This course is suitable for participants who are intermediate Excel users or above. Participants should be already proficient in Excel before attending this course.

METHODOLOGY
Participants work on datasets ranging from conventional data to big data during the 2-day training. They undergo strict step-by-step instruction-led coaching to achieve the intended outcome of each dataset for each of the course modules. 
DAY 1
9:00

OVERVIEW ON IMPORTANT ASPECTS OF POWER BI

  • Understanding the multiple data sources under ‘Get Data’
  • Dashboards, Reports & Datasets in Workspace
  • The Report view, Data view & Relationship view on Power BI Desktop


10.45

USING THE QUERY EDITOR IN POWER BI

  • Understanding ETL- Extract, Transform & Load
  • Getting data from Data Sources
  • Merging, Appending, Combining Files

 

1:00 Lunch
2:00

USING THE QUERY EDITOR IN POWER BI (CONT’D)

  • Removing rows & columns
  • Replacing values in columns
  • Pivoting & unpivoting data
  • Formatting data in columns
  • Merging columns
  • Creating customized columns
  • Indexing columns
  • Inserting calculations in columns

 

5:00 End of Day 1
DAY 2
9:00

CREATING VISUALIZATIONS IN POWER BI

  • Adding visualizations to the Report Canvas
  • Using Data view to sort & format data
  • Designing your dashboard & creating column, bar, pie, line graphs, cards, tree maps, matrices, KPIs, tables, geographical maps, ArcGIS maps
  • Inserting slicers into the dashboard
  • Using inline hierarchies
  • Applying filters to dashboards
  • Creating desktop & mobile view layouts
  • Pinning tiles & live pages
  • Viewing & annotating pages in Power BI Mobile


1:00 Lunch
2:00

DATA MODELLING IN POWER BI

  • Concept of relational files, Data Modelling & the Data Model in Power BI
  • Cardinality, cross-filter direction
  • Understanding & creating Data Relationships

 

3:45

USING DAX IN POWER BI 

  • Creating a calculated column
  • Using Measures
  • Using New Quick Measures
  • SUM, CALCULATED, &&, RELATED, FILTER

 

5:00 End of Course