Data Analytics with Power BI & SQL

16-17 Aug, 2023, Remote Online Training - Public

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Learn from the Best

Dr Steven Liew, FCMA, CGMA, is a fellow member of the Chartered Institute of Management Accountants, UK and is a Chartered Accountant. He is a certified GST tax consultant and PSMB-registered trainer. He has an Asia Pacific Executive MBA (for Senior Executives) from the National University of Singapore and a PhD in International Finance with Rushmore University of USA.

 

Dr Liew provides management consultancy and training specializing in Power BI, SST, GST, Forecasting, Fast closing monthly, leadership, Strategic Planning, budgeting, accounting, finance, Cost reduction, credit management & loan recovery.

Dr Liew had worked in private sector companies, ranging from family-run businesses to professionally managing multi-national corporations in South Asia and the ASEAN region. He has accumulated more than 30 years’ working experience in senior financial & operational management positions spearheading the profitability and growth of companies. He has worked for the MBF Finance & its related group of companies over the 10 years period.

 

Dr Steven Liew had conducted various trainings for corporate clientele including Association of Credit Management Malaysia, Chartered Institute of Management Accountants, Malaysia Institute of Management, Malaysia Institute of Accountants, Institute of Bank Bank Malaysia, Nestle, IQPC Worldwide Pte Ltd , Singapore, Lexis Nexis, Proton Edar Malaysia , Brunei Investment Agency, Small Medium Industries Development Corporation , Ministry of Development, Brunei , BICPA Asean Management, Brunei, Risda Group Of Companies, Sales & Marketing Training Forum, Sri Lanka, Giant Retail Sdn Bhd, Telekom Brunei & Ministry of Foreign Affairs, Malaysia, Sabah Electricity Sdn Bhd, Bank Islam Brunei Darussalam.

 

Continental Tyres, Sime Darby Bhd, Sony Malaysia Sdn Bhd, Perodua Sdn Bhd & Credit

Guarantee Corporation (M) Bhd; Fujixerox, UDA Holdings, SPNB, Diners Club, Elk Desa Capital Bhd, Antah Schindler, UCSI & Ministry of Finance; Seccom Sdn Bhd; Bridgestone Chemical Products (M) Sdn Bhd; Dialog Group Bhd; SEDCO, KK; Hosiden Electronics (M) Sdn Bhd; STO Maldives; Indah Water Consortium Sdn Bhd; CPA Australia (M) Sdn 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
  • Module 1: How to use Microsoft Power Query
  • Module 2: Getting Started
  • Module 3: Getting Data
  • Module 4: Power BI Application (Case Study)
  • Module 5: Shaping and Transforming Data
  • Module 6: Power Pivot in Excel
  • Module 7: DAX -Data Analysis Expressions (Case Study)
  • Module 8: SQL Overview
  • Module 9: Writing New Query
  • Module 10: Writing New Query
  • Module 11: Link Connect SQL Server to Power BI
Expert Data Analyst and Certified Trainer Dr. Steven Liew, FCMA, CGMA, will take you through the following over 2-days:
  • Understanding the Power Business Intelligence (BI)
  • Combining multiple data sources into one dataset.
  • Building interactive reports.
  • Performing forecasting & What-If analysis
  • Connecting the data to the dashboard, BI tool, or data warehouse of your choice
  • Understanding the Introduction to SQL
  • Linking Connect SQL Server to Power BI
WHO SHOULD ATTEND
Entrepreneurs, Business Managers, Marketing Managers, Supervisors, and Managers, HR Managers, Department Heads & Operation Heads who keen to understand “ Data Analytics with Power BI & SQL”
METHODOLOGY
Case Study & Group Discussion. Current financial & Data Analytics & SQL exercises will be analyzed, and scenario solutions will be discussed within the course.
DAY 1
9:00

MODULE 1: HOW TO USE MICROSOFT POWER QUERY

  • How to get Power Query
  • Transform data
  • Applied steps
  • Add Column
  • Insert pivot table & chart
  • Importing additional data
10.45

MODULE 2: GETTING STARTED

  • Introducing Power BI
  • A quick look at Power BI Desktop
  • A quick look at the Power BI service
  • Setting up Power BI Environment
12.00

MODULE 3: GETTING DATA

  • Available data sources in Power BI Desktop
  • Connecting to data sources
  • Get Data from Folder
  • Get Data from CSV file
1:00 Lunch
2:00

MODULE 4: POWER BI APPLICATION (CASE STUDY)

  • Sales performance
  • Web application
  • Profit by date
  • Unit Sold by Each Country/state
  • Profit by product
3:45

MODULE 5: SHAPING AND TRANSFORMING DATA

  • Introduction to the Query Editor
  • Clean and transform your data with the Query Editor.
  • Cleaning irregularly formatted data
  • Data categorization
  • Relationship view
5:00 End of Day 1
DAY 2
9:00

MODULE 6: POWER PIVOT IN EXCEL

  • Download Power Pivot
  • Create a data model
  • Define Relationship
  • Add Column
  • Measure
  • Chart
  • KPI
  • Visual/charts
  • Power of insights
10.45

MODULE 7: DAX - DATA ANALYSIS EXPRESSIONS (CASE STUDY)

  • How many products we sales in all the different orders?
  • How many orders we have?
  • Calculate the profit for the company
  • Calculate the profit margin % for the company
  • DAX Formulas- time & date, Find, If, Calculate function
12.00

MODULE 8: SQL OVERVIEW

  • Download
    - SQL Server 2019 Developer
    - SQL Server Management Studio (SSMS)
    - Download Microsoft Access Database Engine 2010
  • SQL-Getting started
  • Import data
  • Backup database
    - Create maintenance plan to back up database
  • Restore database
1:00 Lunch
2:00

MODULE 9: WRITING NEW QUERY

  • To see a list of all our customer’s name
  • Multiple databases
  • Aliases
  • Distinct
  • List all the column in dbo.customers
  • Select Top
3:45

MODULE 10: WRITING NEW QUERY

  • Filtering with ‘where’
  • Inner join & outer join
  • Order by
  • Functions including get date, sum, count
  • Group by
  • Query designer
 

MODULE 11: LINKING AND CONNECTING SQL SERVER TO POWER BI

  • Get data
  • SQL server
  • SQL server name
  • db
  • Import
  • OK
  • Navigator
  • Load/transform
5:00 End of Course