C E
EVENT CODE: DEP-248
Corporate
Events
EXCEL DASHBOARDING AND POWER BI
19 & 20 August 2024 In Dubai - UAE
INTRODUCTION:
This course is highly interactive from the very beginning to the very end. At every stage
delegates will be in no doubt as to the reason for everything we are doing as well as
appreciating the ways in which they can apply their new knowledge and skils when they
return to work. The course begins by ensuring all delegates are aware of and can apply the
most important and fundamental concepts and techniques using both Microsoft Excel and
Microsoft Power BI for the desktop.
Delegates will appreciate this course most of all if they come to it not only with Excel 2016 or
Office 365 fully installed but also with the mindset that is ready to contribute to all
discussions and being ready to illustrate their discussions with examples and suggestions of
their own.
Before the course begins, delegates will be provided with detailed instructions on setting up
Excel and downloading and installing power BI and anything else that is appropriate at the
time.
Not only is this cause interactive it is intensive and even though it is only 2 days long, there is
still a great deal we can achieve.
WHO SHOULD ATTEND:
FINANCIAL ACCOUNTANTS FINANCE STAFF
MANAGEMENT ACCOUNTANTS COMMERCIAL BANKERS
CORPORATE FINANCIERS BUSINESS ANALYSISTS
INVESTMENT BANKERS FINANCIAL FINANCIAL ANALYSTS
CONTROLLERS SALES AND STATISTICIANS
MARKETING STAFF PROFESSORS AND OTHER TEACHERS
AUDITORS PRODUCTION MANAGERS
Featuring Your Course Trainer
Mr. Duncan Williamson
Duncan Williamson is an author, trainer and business consultant specialising in
Financial and Management Accounting with a sustained record of success established
in the Educational, Financial and Commercial marketplaces. Duncan Williamson
specialises in Financial Analysis and Management Accounting; and he is an
Accounting and Management Consultant with significant experience with a sustained
record of success established in the Educational, Financial and Commercial
marketplaces.
Duncan is an inspirational presenter whose excellent communication skills have been
demonstrated across several countries and cultures assisting students, trainees and
colleagues to achieve their full potential. Duncan’s international experience includes
projects and consultancies carried out in the Middle East, Africa, Central Asia, South Asia, the Caucasus, the Balkans,
Central Europe and Denmark. Duncan combines his extensive academic and training experience with significant
manufacturing and commercial work. In addition to working as a teacher and trainer,
Duncan has experience of working in a wide variety of settings, ranging from working as a management accountant in
process industries in the UK to product cost consulting in several industries in Eastern Europe and the oil and gas
industry in the Middle East. Duncan has worked in and around a number of oil and gas based companies over the last
five years or so. He combines strong analytical, problem solving and decision making skills with a passion for customer
care and quality that mark his consultancy work as exceptional. Duncan has published widely over the years and his
publications listing includes an online series published by www.bookboon.com entitled Excel Solutions for Accountants
(in preparation); a Self Paced Study Text for non accounting managers entitled The Bookkeeping and Accounting
Coach, published by Hodder and Stoughton; textbook on Cost and Management Accounting published by Prentice
Hall, ebooks on a variety of accounting topics, numerous articles in various magazines and journals, contributions to
major websites and he maintains his own web site.
Duncan is a widely experience trainer and a fully qualified teacher and has trained and taught worldwide. In the last
few years, Duncan has presented seminars on topics that include Financial Reporting under International Financial
Reporting Standards, both UK and US Financial Reporting Standards. In addition, he has led seminars on Oil and Gas
financial reporting in the Middle East, Management Accounting and Strategic Management; Financial Controllership
and Financial Reporting, Budgeting and Forecasting. Given his spreadsheet modelling background, Duncan also leads
seminars with an emphasis on the use of Spreadsheet software in accounting and management.
Some of the Duncan's clients include:
Saudi Aramco SABIC
Kuwait Petroleum Corporation Oman Oil Corporation
Dubai Ministry of Finance Arab Potash Company plc Jordan
Sonangol Angola
Nigerian Oil Corporation
Eastern Bank Ltd Bangladesh
Bank Simpanan Nasional Malaysia
Kasikornbank Thailand
Electricity Generating Authority of Thailand
Siam Cement Company Thailand
Maldives Airport Company Petrozim Line Pvt Ltd Zimbabwe
The Brunei Economic Development Board Abu Dhabi National Oil Company (ADNOC)
Petrozim Line Pvt Ltd Zimbabwe Amazon.com
Zakum Development Company (ZADCO) British Airways
Mark and Spencer
EasyJet
Course Content
Day 1
MODULE 1: Reviewing Excel and Pivot Tables MODULE 4: More Advanced Business Intelligence
High quality dashboards rely on a number of ideas and In this module we will use Power BI, Power Query and Power
skills being used. In this first four modules, we will review Pivot as we start to unleash our importing, manipulating,
the following key skills that everyone needs to understand and cleaning and analytical skills. Taking data from a variety of
apply in order to create and use effective dashbords. sources to ensure your data are clean and ready to use. We
will use a variety of techniques in this module including
Excel Tables Manually cleaning, by inspection
Appreciating why we need them Using Power Query to help with data cleaning
Maximising their power Power Query can replace your VLOOKUP functions
By using the following data importing techniques, we will
Pivot Tables use Power Query to optimise our data, create basic models,
Effectively using break down large tables into smaller, more manageable
o Filter tables
o Row
Importing data from
o Column
o Value o A worksheet
o Slicers o Another Excel file
o A CSV file
Charts and Graphs
o A database
Best practice visualistions: including linking charts with o A web page
Unpivoting data
Excel Tables
Pivot Tables Manage data types that Excel cometimes cannot manage
Combine tables from within a folder
Split complex columns into multiple columns
MODULE 2: Critical Excel functions Create functions
Create ratio analysis tables
In addition to exploring the most basic functions in Excel,
And more
we will explore and appy the following, among others
The following Power Pivot/Power BI work cannot be done in
IF … and IF(AND()) … IF(OR()) … IF(AND(OR))) basic or ordinary Excel and yet it is so powerful yet simple to
SUMIFS() do!
SUMPRODUCT()
VLOOKUP Power Pivot: Creating data models to create relationships
FREQUENCY() between Excel and database tables
TRANSPOSE() Power BI can be used as well as and instead of Power Pivot
IFERROR() in this context
Dynamic Array Functions
o UNIQUE()
o SORT()
MODULE 5: Design Principles
o SORTBY()
o RANDARRAY()
Delegates are encouraged to bring along or provide links to
o FILTER() their own dashboards or dashboards they like or dislike. This
o SEQUENCE() will encourage full and free discussion of the kinds of
elements needed for a successful dashboard.
Flash Fill
Data Types
We will refer to examples and suggestions from
Forecast Sheet
Edward Tufte
Stephen Few
MODULE 3: Business Intelligence begins Microsoft
with Power BI for the Desktop And more
Importing data from
o Excel
o CSV Files
o The Web
o Databases
Basic Visualisations
Tabulation of data
Manipulating data: some basic calculation and measures
Course Content
Day 2
Recap of Day 1
MODULE 6: Display Principles MODULE 9: Automating Your Dashboard
Charts for Time Series/Trending Linking to various data sources through
Smoothing Data o Power Query
Sparklines o Power Pivot and
Highlighting Comparisons o Power BI
Frequency Distribution
Incorporating New Data Automatically
Target v Variance Charts
Auto Refresh Pivot Tables
Performance Against Target Range
Win/Loss/Draw Conditional Format
Text Formulas
Dynamic Data Validation List
Panel Charts
MODULE 10: Putting It All Together
MODULE 7: Interactive Controls
Form Controls Introduction Choosing the appropriate visualisation(s)
o Check Boxes
o Column Chart
o List Boxes
o Line Chart
o Option Buttons
o Pie Chart
o Group Boxes
o Scatter Chart
o Scroll Bar
o Step Graphs
o Buttons
o Pyramid Chart
o Combo Boxes
o Heatmaps
INDIRECT Function
o Sunburst chart
Dynamic Named Range with OFFSET
o Histograms
Dynamic Named Range with INDEX
o Box & Whisker Plots
Dynamic Ranges for Charts
Array Formula Alternative to SUMIFS()
LARGE() and SMALL()
Array and DAVERAGE
MODULE 8: Analysing The Data
Rank Values with Pivot Table
Pivot Charts Formatting Quickly
Slicers
Power Pivot
REGISTRATION FORM
To register, simply email the scan copy of the signed ORGANIZATION DETAILS:
registration form on [email protected]
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Email: ___________________________________ Book Before 12 July 2024 & Pay: USD 1885 Per Person
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Book After 12 July 2024 & Pay: USD 2285 Per Person
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Email : __________________________________ EVENT CODE: DEP-248
Mobile: _________________________________
19 & 20 August 2024 in Dubai - UAE
Name: __________________________________ Time: 09:00 am - 04:30 pm GMT+4 (UAE Standard Time)
Job Title: ________________________________
Email: ___________________________________
Mobile: _________________________________ TERMS & CONDITIONS:
Customer Information:
Name: __________________________________ Fees include all the tuition, full course documentation, certificate of
attendance, lunches and refreshments for the duration of the programme.
Job Title: ________________________________
Email: ___________________________________ Incidental expenses: Corevents is NOT responsible for covering airfare or
Mobile: _________________________________ other travel costs incurred by registrants. Delegates will be responsible for
their own accommodation. Delegates are strongly advised to obtain
relevant travel visas up to 3 weeks prior to the course.
1.For payment an E-invoice will be sent upon
receiving of the signed registration form. Disclaimer:
Corevents reserves the right to change or cancel any part of its published
2.Payment has to be made within 10 working programme due to unforeseen circumstances.
days upon receiving an invoice.
Cancellation policy:
A full refund less an administration fee of $100 will be given for cancellation
In-House Trainings & Consultation: requests received up to 20 working days before the event.
Cancellations must be made in writing (email) and reach this office before
If you're looking for Consultation OR if you have a the 20 working day deadline.
Delegates who cancel less than 20 working days before the event, or who
number of delegates with similar training needs, then
don’t attend, are liable to pay the full course fee and no refunds can be
you may wish to consider having an In-House Training given. However, if you wish to transfer to another course of the same value,
and you have paid your course fee in full, you will only be invoiced for 50%
solution delivered locally onsite. of the new course fee. Please note that you can only transfer once.
Please note that the next course must take place within 12 months of the
Course can be tailored to specific requirements. initial application. Of course, a replacement is always welcome.
Please contact Niaz Ullah on +92 348 2061670 or Corevents reserves the right to change the time and meeting venue.
email
[email protected] to discuss further possibilities.
