In the digital age, a strong data culture isn't just an advantage—it’s a necessity. For finance professionals, the ability to transform proprietary insights into a compelling visual narrative is the key to establishing an enduring brand and navigating uncertain markets.

This intensive two-day course, hosted in partnership with Cognitir, provides a comprehensive deep dive into Microsoft Power BI. You will move beyond static reporting and learn to build an extensible data framework that allows you to create high-impact reports and dashboards on top of your existing data products.

What This Course Offers

  • The Power Query Engine: Learn to gather data from various sources and overcome common data preparation obstacles.

  • Interactive Dashboard Building: Construct a functional, professional-grade dashboard from scratch using sample financial datasets.

  • Workflow Automation: Discover how to automate tedious, manual data tasks to save hours of reporting time every week.

  • Web Publishing: Master the process of publishing your insights to the web to share securely with colleagues and stakeholders.

View Course Curriculum
 
Who Should Attend

This course is designed for finance and business professionals looking to modernize their analytics toolkit. No prior Power BI experience is required, though a working knowledge of Microsoft Excel and Power Query is helpful.

Course & Technology Prerequisites

Attendees must use a Windows computer or a Mac running a Windows operating system for this course. Power BI does not work on native Mac operating systems.

Registration Includes
  • Live, expert-led virtual instruction.
  • Comprehensive course notes and a Certificate of Completion.
  • One full year of post-seminar email support to help you apply what you’ve learned.

Agenda

  • 2:30 PM - 6:00 PM - Wednesday, May 13, 2026
  • 2:30 PM - 6:00 PM - Thursday, May 14, 2026
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