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Home All Courses CRPBI Certificate in Data Analysis & Reporting Using Power BI

CRPBI Certificate in Data Analysis & Reporting Using Power BI

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Course Overview

Almost every organization, whatever its size, is drowning in data. Businesses need to analyze accounting data, marketing data, service data, budget data, human resources data, manufacturing data, and organizational data, among others.

Organizations need to:
Analyze historical performance data vs budgets;
Measure, track and predict sales; 
Finding issues before they escalate
Develop their customer relationship
Optimize processes and operational performance

Finance, marketing, HR and production teams in most organizations spend hours and hours of time crunching data in Excel. There is never enough time to fully analyze the data. By using PowerPivot and Power BI you can analyze data in ways that go way beyond “regular Excel”. You can get more done in less time. PowerPivot is arguably said to be the best new feature to hit Excel in 20 years. This went extra miles with the introduction of Power BI in Sept 2015. PowerPivot is a free ad-in only available in Excel 2010 any edition) or Excel 2013/16 (professional edition). It enables users to manipulate huge data sets coming from different sources in the most efficient way. Power BI is a dashboarding tool that generates the most dynamic and amazing reports at an end user level. It has taken the word by storm.

The need to have IT support to import, sort and manipulate data can be part of your distant memories after the full understanding of PowerPivot and the various applications. It blends together all the power of Business Intelligence (BI) along with the user-friendly environment of Excel. You will master tons of BI tools within 5 days. The value add you will bring back to your organizations after attending this program is immense. Microsoft’s plan is to “bring Business Intelligence to the masses” and PowerPivot, then Power BI, is their first step in the plan.

Millions and millions of rows can be imported directly and quickly from your databases straight into PowerPivot, bypassing Excel, giving users in various organizations tools that could not be done before in standard Excel. In PowerPivot you can read data from different ranges to amalgam together in one pivot table. For example imagine you have separate data bases related to different departments, regions, products, salesmen, and customers to name a few. Then your manager would like to know the sales made in this particular region for this product by this salesman to this customer year to date vs the performance of the same period in the previous year. Then your manager would like to have a dashboard where he can get all of these questions answered with few clicks. A normal pivot table will never answer this question and many more. Let alone the inability of pivot tables to handle significant data size. A normal pivot table can start choking with even 50k rows of data. One PowerPivot can easily handle data comprising of 200, 300 or 400 million rows. It is massive!! PowerPivot is a real revolution inside the world of data analysis because it gives you all the power you need for to perform complex analysis of data without requiring the intervention of BI technicians.



Run This Course

Enjoy this certified

program at your premise of choice, with lower costs, and schedule that suits you best.



5 Key Takeaways


Combine data from different sources.

Use DAX to create calculated fields for slicing and dicing data.



Create visually appealing analytical models.

Publish dahshboards through Power BI.



You will finally start to get value from the huge data available to your organization.



See What’s Inside Our 2021 Catalog

Course Outline


PART 1: Working with classic Pivot Tables

  • Converting data to Tables and Pivot Tables

  • Top 10 functionality

  • Copying and pasting pivot tables

  • Manipulating data to show % of column, row and grand total

  • Understanding a pivot table you never created

  • Pivot Chart

  • Building a dashboard in Excel from scratch

Case: practical application

PART2: First practical example of Power Pivot (only Excel 2013 Professional Plus)

  • Introduction to Power Pivot

  • When to use Power Pivot

  • Importing data into Power Pivot directly from Excel

  • Importing data into Power Pivot from data warehouses

  • Importing data from Access, SQL, Oracle or SAB

  • The data view vs the diagram view

  • Building relationships between tables

  • Relational Database

  • One-to-many relationships

Case: practical application


PART3: Starting with the infrastructure to build a dash board using Power Pivot from scratch

  • Import the data from Access

  • Specifying the data to import using the data import wizard

  • The Preview and filter option

  • The Select Related Tables option

  • Only select the tables related to a certain table

  • Filter out certain columns

  • Hide from Client Tools

  • Data types

  • Foreign Key vs Lock-Up Key

  • How to create a relationship between two tables if there is no apparent key

  • The Create Relationship Wizard

  • How to detect relationship automatically

  • DAX (Data Analysis Expressions)

  • Calculated Columns vs Calculated Fields

PART4: Building the Dashboard in PowerPivot from scratch step by step

  • The purpose of this model is to allow the user to build a dynamic dashboard from scratch comparing data across different products, regions, salesmen, or any other criteria for both actual and forecasted. The comparison will include YoY% (year on year % growth) of the last month vs same month last year, last quarter vs same quarter last year, year to date vs same period last year for both actual and budgeted data. In addition, the dashboard will be automatically reporting on the best 10 products with all their corresponding figures of growth YoY. The dashboard will include sparklines, pivotcharts and all other supporting tables that are dynamically changing with the selection of control options.



IABFM - International Academy of Business and Financial Management

The International Academy of Business and Financial Management™ is one of the world’s fastest growing professional associations with more than 200,000 members, associates and affiliates in 145 countries. IABFM™ hosts and organizes certification training worldwide and offers exclusive board designations to candidates who meet the highest professional standards and assessment criteria. The IABFM is credited by the American National Standards Institute (ANSI) the International Standards setting authority.



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Who Should Attend?

This highly practical and interactive course has been specifically designed for:

  • Financial Analysts

  • Chief Financial Officers

  • Budgeting and planning specialists

  • Accountants

  • Financial government officials

  • Marketing officers

  • Insurance specialists and actuarists

  • Credit analysts

  • Treasury

  • Chief Executive Officers

  • Internal auditors

  • Venture capitalists

  • Corporate finance analysts

  • Risk managers

  • Board members

  • Investment bankers

  • Regulators

  • Private equity managers

  • Strategic planners






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Most of our public courses are delivered in English language. You need to be proficient in English to be able to fully participate in the workshop and network with other delegates. For in-house courses we have the capability to train in Arabic, Dutch, German and Portuguese.

LEORON Institute partners with 20+ international bodies and associations.
We also award continuing professional development credits (CPE/PDUs) for:
1. NASBA (National Association of State Boards of Accountancy)
2. Project Management Institute PDUs
3. CISI credits
4. GARP credits
5. HRCI recertification credits
6. SHRM recertification credits

The deadline to register for a public course is 14 days before the course starts. Kindly note that occasionally we do accept late registrations as well, but this needs to be confirmed with the project manager of the training program or with our registration desk that can be reached at +971 4 447 5711 or [email protected].

The course fee covers a premium training experience in a 5-star hotel, learning materials, lunches & refreshments, and for some courses, the certification fee and membership with the accrediting bodies.

Yes, we can provide discounts for group bookings. If you would like to discuss a discount on a corporate level, we will be happy to talk to you.

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