Data Analytics for Finance Professionals: Power BI & Tableau

This Hands-on Training is intended for Finance Professionals interested in using data analytics technology to make better data-driven decisions.

This certification course offers hands-on training on usage of the Tableau and Microsoft Power BI tools, both of which are predominantly gaining popularity as a cloud-based services that helps in easily visualizing and sharing insights from an organizations’ data.

Upon Completion of this hands-on Course, you will be able to accomplish the following:

• Connect, import, shape, and transform data for Business Intelligence (BI) in both Tableau & Power BI;
• Visualize data, author reports, and schedule automated refresh of your reports;
• Create and share dashboards based on reports in in both Tableau & Power BI;
• Create dashboards based on reports and natural language queries;
• Connecting to and importing your data, then shaping and transforming that data;
• Collaborating within groups to author reports and dashboards in both Tableau & Power BI;
• Connecting directly to SQL Azure, HD Spark, and SQL Server Analysis Services;
• Leveraging custom visuals in both Tableau & Power BI.

This course is divided into 2 sections with the first section covering Tableau software hands-on usage while the second section covering Microsoft Power BI software hands-on usage.

SECTION ONE: MICROSOFT POWER BI

Microsoft Power BI topics to be covered in this training:

• Power BI – Introduction;
• Power BI – Installation Steps;
• Power BI – Architecture;
• Power BI – Supported Data Sources;
• Power BI – Excel Integration;
• Power BI – Data Modeling;
• Power BI – Visualization Options;
• Power BI – DAX Basics in Power BI;
• Sharing Power BI Dashboards;
• Power BI – Dashboard Options;
• Power BI – Administration Role;
• Comparison with Other BI Tools.

SECTION TWO: TABLEAU

Tableau topics to be covered in this training:

Module 1: Creator

• Introduction to Tableau;
• Tableau prep;
• Connecting to data;
• Visual analytics;
• Dashboards and Stories;
• Mapping & Calculations;
• Publishing to Tableau online or Tableau server.

Module 2: Explorer

• Collaborating with Tableau Online;
• Collaborating with Tableau Server.

Module 3: Viewer

• Collaborating with Tableau Online;
• Collaborating with Tableau Server.

Module 4: Administrator

• Manage Tableau Online;
• Security with Tableau Online;
• Deploy and Manage Tableau Server;
• Security with Tableau Server.

WHO SHOULD ATTEND

• Private Equity Analyst/Analyst;
• Risk Manager;
• Head of Actuarial;
• Private Wealth Advisor;
• Finance Director/Officer/Manager;
• Financial Controller;
• Head of Finance/Chief Finance Officer;
• Hedge Fund Manager;
• Finance Intern;
• Finance Advisor;
• Head of Sales/Sales Executive;
• Tax Specialist;
• Head of Credit;
• Accountant (Finance, Reporting & Process Improvement);
• Junior Accountant;
• Project Assistant;
• Portfolio Manager;
• Investment Analyst;
• Financial Analyst.

COURSE PREREQUISITES

• You don’t need to meet any prerequisites in order to take up this Microsoft Power BI & Tableau training, but the following knowledge would prove to be an added advantage for you:
• You need to have some basic knowledge of Excel;
• You should be familiar with Windows OS.
  
  FEE : 75 $
  
  Register : Data Analytics for Finance Professionals: Power BI & Tableau
  
  
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