Advanced Power Bi for Data Analysis and Visualization Course for strategic planning and Financial Reporting Course

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We are proud to offer this course in a variety of training formats to suit your needs. We use the highest quality learning facilities to make sure your experience is as comfortable as possible. Our face to face calendar allows you to choose any classroom course of your choice to be delivered at any venue of your choice - offering you the ultimate in convenience and value for money.

June 2024

Code Date Duration Location Fee Action
APD001 17 Jun 2024 - 21 Jun 2024 5 days Kampala, Uganda $1,900 Register
APD001 17 Jun 2024 - 21 Jun 2024 5 days Accra, Ghana $2,400 Register
APD001 24 Jun 2024 - 28 Jun 2024 5 days Cape Town, South Africa $2,400 Register
APD001 17 Jun 2024 - 21 Jun 2024 5 days Nakuru, Kenya KES 84,000 | $1,100 Register
APD001 24 Jun 2024 - 28 Jun 2024 5 days Nairobi, Kenya KES 83,000 | $1,100 Register
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June 2024

Code Date Duration Mode Fee Action
APD001 17 Jun 2024 - 21 Jun 2024 5 days Half-day KES 60,000 | USD 699 Register
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June 2024

17 Jun - 21 Jun 2024
5 days
17 Jun - 21 Jun 2024
5 days
24 Jun - 28 Jun 2024
5 days
Cape Town
17 Jun - 21 Jun 2024
5 days
KES 84,000 $1,100
24 Jun - 28 Jun 2024
5 days
KES 83,000 $1,100
I Want To See More Dates...

June 2024

Code Date Duration Mode Fee Action
APD001 17 Jun 2024 - 21 Jun 2024 5 days Half-day KES 60,000 | USD 699 Register
I Want To See More Dates...

The Advanced Power BI for Data Analysis and Visualization course for strategic planning and financial reporting provides participants with a comprehensive set of skills. They will learn advanced data modeling techniques, such as establishing relationships between data sources, implementing calculations, and optimizing performance. The course also covers financial reporting, teaching participants how to create visually appealing financial dashboards, key metrics, and incorporate financial visuals. Strategic planning analysis is another key component, where participants will explore leveraging Power BI for market analysis, competitor analysis, and growth opportunities. Data visualization techniques are taught to design compelling and informative visuals, including custom visuals and interactive reports. Lastly, participants will learn collaboration and sharing methods, such as utilizing Power BI's collaboration features, implementing security measures, and publishing reports for wider distribution.


5 days.

Who Should Attend

  • Business Analysts
  • Financial Analysts
  • Data Analysts
  • Business Intelligence Professionals
  • Managers and Executives

Course Level:

Understand the role of Power BI in strategic planning and financial reporting:

  • Gain a comprehensive understanding of how Power BI can be utilized to support strategic planning and financial reporting processes.
  • Learn about the benefits and advantages of using Power BI for data analysis and visualization in these contexts.

Utilize advanced data modeling techniques:

  • Learn how to create complex data models using Power BI's advanced data modeling capabilities.
  • Understand how to establish relationships between different data sources and tables to create meaningful insights.

Perform advanced data analysis for strategic planning:

  • Explore advanced techniques for analyzing data related to strategic planning, such as trend analysis, scenario analysis, and forecasting.
  • Learn how to use Power BI to identify key performance indicators (KPIs) and track progress towards strategic goals.
  1. Create advanced visualizations for financial reporting:
  • Develop advanced visualizations using Power BI's wide range of tools and features.
  • Learn how to create interactive dashboards and reports specifically tailored for financial reporting purposes.

Implement financial calculations and metrics:

  • Gain proficiency in using Power BI's DAX language to perform financial calculations and create custom measures.
  • Learn how to calculate financial ratios, perform variance analysis, and generate financial statements within Power BI.

Ensure data accuracy and reliability:

  • Understand the importance of data quality in strategic planning and financial reporting.
  • Learn how to cleanse and transform data using Power BI's data preparation capabilities to ensure accurate results.

Apply best practices for security and governance:

  • Learn how to implement security measures to protect sensitive financial data within Power BI.
  • Understand data governance principles and best practices to ensure compliance and data integrity.

  1. Introduction to Advanced Power BI Features:
    • Overview of Power BI and its capabilities.
    • Understanding the Power BI ecosystem and components.
    • Exploring advanced features and functionalities of Power BI.
  2. Advanced Data Modeling:
    • Creating complex data models using relationships, hierarchies, and calculated tables.
    • Implementing advanced modeling techniques like many-to-many relationships.
    • Utilizing advanced modeling functions in DAX for data analysis.
  3. Advanced DAX Formulas:
    • Deep dive into advanced DAX functions and formulas.
    • Understanding time intelligence functions for financial reporting.
    • Using advanced DAX techniques for complex calculations and measures.
  4. Advanced Visualization Techniques:
    • Creating advanced visuals like custom visuals and hierarchies.
    • Utilizing drill-through, bookmarks, and report themes for interactive reporting.
    • Implementing advanced data visualization best practices for strategic planning and financial reporting.
  5. Advanced Data Transformation with Power Query:
    • Advanced data loading and transformation techniques using Power Query.
    • Combining multiple data sources and handling complex data transformations.
    • Implementing data cleansing and data shaping for accurate reporting.
  6. Financial Reporting and Analysis:
    • Building financial reports, including balance sheets, income statements, and cash flow statements.
    • Implementing financial calculations and KPIs in Power BI.
    • Analyzing financial data for decision-making and strategic planning purposes.
  7. Security and Governance in Power BI:
    • Implementing data security and access controls in Power BI.
    • Understanding data governance best practices and compliance requirements.
    • Managing data refresh schedules and data source connections securely.

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Course Administration Details:


The instructor led trainings are delivered using a blended learning approach and comprise of presentations, guided sessions of practical exercise, web-based tutorials and group work. Our facilitators are seasoned industry experts with years of experience, working as professional and trainers in these fields.

All facilitation and course materials will be offered in English. The participants should be reasonably proficient in English.


Upon successful completion of this training, participants will be issued with an Indepth Research Institute (IRES) certificate certified by the National Industrial Training Authority (NITA).


The training will be held at IRES Training Centre. The course fee covers the course tuition, training materials, two break refreshments and lunch.

All participants will additionally cater for their, travel expenses, visa application, insurance, and other personal expenses.


Accommodation and airport pickup are arranged upon request. For reservations contact the Training Officer.

Email:[email protected]/[email protected]

Mob: +254 715 077 817/+250789621067


This training can also be customized to suit the needs of your institution upon request. You can have it delivered in our IRES Training Centre or at a convenient location.

For further inquiries, please contact us on Tel: +254 715 077 817/+250789621067

Mob: +254 792516000+254 792516010 , +250 789621067 ,or mail [email protected]/[email protected]


Payment should be transferred to IRES account through bank on or before start of the course.

Send proof of payment to [email protected]/[email protected]

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