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Program Description

Delve further into Power Query to ETL (Extract, Transform and Load) your data. Build the Data Model using modeling features and relationships. Perform calculations using DAX (Data Analysis Expressions) functions. Utilize Time Intelligence functions to view YoY or YTD reports. Add user friendly features to enhance your reports.

Upon successful completion of the course, you will:

  • Utilize the ETL process to shape your data
  • Know how to Pivot and Unpivot your data
  • Create a Data Model
  • Design a Drillthrough report
  • Use Visual Hierarchies and Drill Downs

Learning Objectives:

  • Explain ETL (Extract, Transform and Load)
  • Examine features to transform your data
  • Pivot your data and learn how to un-Pivot the pivoted data
  • Understand data modeling
  • Use Quick Measures and Time Intelligence DAX functions

Course Outline

Unit 1: Power Query
  • Review the ETL Process
  • Insert columns using different methods
  • Group, Summarize, Pivot, and UnPivot data
  • Merge and Append queries
Unit 2: Data Modeling
  • What Data Modeling is
  • Modeling Options
  • Create and manage relationships
  • Create Date table
Unit 3: DAX
  • Introduction to DAX
  • Calculate columns and measures
  • Time Intelligence functions
  • Quick Measures
Unit 4: Reports
  • Filters versus Slicers
  • Visual Hierarchies and Drill downs
  • Drillthrough
  • Define visual interactions
  • Apply conditional formatting

 

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Program Title
Intermediate Power BI
Type
Workshop
Dates
Jul 06, 2026 to Jul 31, 2026
Delivery Methods
Online (Self-Paced)  
Program Fee(s)
Program Fee non-credit $195.00

Section Notes

Instructor: With over 20 years of IT and training experience, Marion Williams has been responsible for designing custom solutions using Access and Excel/VBA. As a trainer, Marion has delivered over 200 seminars to CPA associations across Canada. As technology evolved, Marion currently uses her skills to specialize in training Power BI, a tool used for business intelligence.

Marion earned the FLMI designation which is a comprehensive business education in the context of the insurance and financial services industry with a specialty in Information Technology.

Program Title
Intermediate Power BI
Type
Workshop
Dates
Oct 05, 2026 to Oct 30, 2026
Delivery Methods
Online (Self-Paced)  
Program Fee(s)
Program Fee non-credit $195.00

Section Notes

Instructor: With over 20 years of IT and training experience, Marion Williams has been responsible for designing custom solutions using Access and Excel/VBA. As a trainer, Marion has delivered over 200 seminars to CPA associations across Canada. As technology evolved, Marion currently uses her skills to specialize in training Power BI, a tool used for business intelligence.

Marion earned the FLMI designation which is a comprehensive business education in the context of the insurance and financial services industry with a specialty in Information Technology.

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