Data Analysis for Accountants: Power BI

(44 reviews)

by Paula Guilfoyle

This course introduces you to Power BI, Microsoft's powerful data analysis tool, and how it can benefit you in your finance role. Transform the way you handle and analyse data, creating a range of interactive data visualisations.

price £75+vat
cpd hours 4 CPD hours
access 120 days' access

This course will enable you to

  • Use Power BI's "Power Query" to connect to and transform your data into a useable format
  • Gain a deeper understanding of DAX (the language used in Power Pivot Excel)
  • Build on your ability to analyse data and learn to spot trends and patterns
  • Tell the story of your data using Power BI's data visualisations

About the course

Power BI is a self-service business intelligence package from Microsoft that helps you analyse across data sets and really get behind the numbers. It builds on Excel concepts but enables even more powerful data manipulation. It's a tool that every accountant can benefit from.

This course gives you an introduction into Power BI and helps you to develop the skills you need to handle and organise your data beyond what's possible in Excel. You'll explore the features of Power BI, which allow you to connect to, transform, model data. Gain an understanding of the data visualisations available in power BI that enable you to tell a story with your data.

Microsoft Power BI is currently only available for Windows. This course may not be suitable for those using Apple Mac.

Look inside

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Contents

  • Getting started with Power BI
    • Power BI Desktop
    • Overview of Power BI
    • Connecting to and transforming data
    • Relationships
    • Visualising data
    • Carrying out calculations
  • Power Query
    • Power Query Editor
    • Connecting to an Excel workbook
    • Changing a query
    • Connecting to a folder
  • Data modelling with DAX
    • What is DAX?
    • Calculated columns
    • Measures
    • X expressions
    • Related tables
  • Data visualisation
    • Visualization canvas
    • Tooltips and hierarchies
    • Slicers and chart interactions
    • KPI visualisations
    • Choosing the right visualisation

How it works

Author

Paula Guilfoyle

Paula practiced in Industry for over 15 years, working with both small and large private companies, before moving on to teach Excel and Power BI to accountants and professionals.

Reviews

4.2
(44 reviews)
5
4
3
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    VS
    Vicky S
    09 Mar 2025
    09 Mar 2025
    The course was great but if someone had never used Power BI before the instructions were not detailed enough to know how to do some of the tasks.
    AM
    Alexander M
    20 Jan 2025
    20 Jan 2025
    good
    AR
    Alison R
    31 Dec 2024
    31 Dec 2024
    The course was good, and a great mix of reading, video demonstrations, exercises & quizzes. Unfortunately my IT department had not given me the correct Power BI access, and so I was unable to download and complete most of the exercises. I will try to revisit them though and complete it once IT have sorted my access.
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Access to this course
Total CPD unitshourshours4 unitshourshours21 units20 hours21 hours800+ unitshourshours800+ unitshourshours
Access period120 days120 days
Access to end 2025		12 months12+ months
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