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From Data to Reporting to Financial Insights with Power BI


7/21, 7/23, 7/28
1:00 PM - 3:00 PM Eastern Time

$395 | $495
Computer Software & Applications
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With a vast array of data, reporting tools and complex spreadsheets at their disposal, FP&A professionals are tasked with managing, organizing, interpreting and sharing data and insights throughout their organizations. But, how can FP&A get better insights to support the business in order to make more informed and timely decisions?

In this hands-on workshop, attendees learn how to utilize Power BI for effective financial and board reporting. You will learn how to design and build a Power BI data model, financial report and walk away with best practices for visualizing finance data.  Join us to leverage your existing excel skills and create a strong foundation for your Power BI financial analytics journey.

From Data to Reporting to Financial Insights with Power BI: Sneak Peek

Learning Objectives

  1. Learn the basics of Power BI

  2. Power BI Tabular Model building 

  3. Building Reports in Power BI 

  4. Understanding a Power BI Dashboard 

  5. Key features of the Power BI Service


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GG175 Greg Gillespie
Principal and Power BI Practice Lead

Greg is a Business Intelligence expert who has been working with Power BI, Power Platform and the entire Microsoft Data ecosystem since its launch. As Power BI consulting practice lead for Collectiv, he has been involved in hundreds of analytics and FP&A projects that span a variety of industries. He has a passion for helping organizations improve insights utilizing their enterprise data.

JA 175 John E. Alexander, CPA, CMA
Senior FP&A Consultant

With deep expertise in finance coupled with over 20 years of practical FP&A systems implementation, John has helped numerous finance professionals from a variety of industries (including logistics, manufacturing, insurance, banking, telecommunications, retail, health care, and not for profit) with his unique brand of highly focused consulting, training and workshops.

John has a Bachelor of Commerce from McGill University in Montreal where he majored in Management Information Systems and Accounting.  John has been a member in good standing with the Chartered Professional Accountants of Ontario (CPA Ontario) and CPA Canada since 2014.