Big Five Reports in Controlling – Excel BI & Power BI

Transformation and structuring of basic data for report preparation

• Accessing external data using Power Query.
• Create additional assignment criteria.
• References to the same query for multiple evaluations.

 Key areas of focus for developing dynamic reports

• Requirements for the structuring of tables and data models.
• Incorporating control mechanisms into a report.
• Control mechanisms to prevent incorrect input.

Key DAX functions for rankings and time intelligence functions

• Calculating rankings using Rank() versus RankX().
• Calculations of dynamic time series in the YTD report using TotalYTD or DatesYTD and analogous time series.
• The calculation tools for year-over-year analyses.
• Forecasts' calculation tools, such as the moving average.

Various techniques for comparing actual results with targets

• The multi-fact-star schema and bridge tables for resolving m:n relationships.
• Advanced Power Query techniques, such as unpivoting budget data across multiple files.

Tips and Tricks for Data Visualization

Please bring your own laptop to the training . You can find more detailed installation instructions under Methods.