Power BI Online - Bespoke

• Basic knowledge of data analysis concepts

Audience

• Business analysts
• Data analysts
• Managers

Power BI Online is the cloud-based component of Microsoft Power BI. It is a platform that allows users to publish, share, and collaborate on data visualizations, reports, and dashboards created with Power BI Desktop.

This instructor-led, live training (online or onsite) is aimed at intermediate-level business analysts who wish to use Power BI for data visualization, analysis, and reporting.

By the end of this training, participants will be able to:

• Navigate and utilize Power BI's key functions to support banking-related data analysis.
• Import, visualize, and customize financial data using Power BI's powerful visualization tools.
• Securely share banking reports with teams, ensuring proper access control and real-time collaboration.
• Apply best practices in report management, dashboard creation, and efficient navigation tailored to banking operations.

Format of the Course

• Interactive lecture and discussion.
• Lots of exercises and practice.
• Hands-on implementation in a live-lab environment.

Course Customization Options

• To request a customized training for this course, please contact us to arrange.

Introduction to Power BI

• Overview and navigation of the platform
• Key functions for banking applications
• Access and management of reports specific to banking

Data Visualization for Banking

• Importing and handling financial data (Excel)
• Customizing dashboards for banking insights
• Visualization of key banking metrics on web and mobile

Strategic Sharing of Banking Reports

• Secure sharing within banking teams
• Setting permissions and access for financial data
• Real-time collaboration on banking reports

Summary and Next Steps