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Educatio presents

Power BI - Deep Dive Sales Analytics and Visualisation

Empowering Finance and Accounting Professional to Learn Power BI and Design Financial Reports with Basic Analysis

Empowering Finance and Accounting Professional to Learn Power BI and Design Financial Reports with Basic Analysis

About the training

  • Instructor led online training
  • 8 hours session
  • Interactive Q & A

Learning Outcomes

  • Create an in-depth analysis and dynamic visualizations on sales data
  • Discover advanced DAX functions to create measures and calculations to perform advanced analysis
  • Discover buying patterns, profit margins and other useful insights into sales, customer and inventory transactions

What We Cover

  • Step by step instruction from start to end on designing a comprehensive cash flow forecasting report and dashboards in Power BI.
  • How to Install and Get Started with Power BI.
  • Data Preparation in Excel for your sales data model.
  • Importing your sales data from Excel into Power Query Editor.
  • Data Preparation (Cleaning and Transformation) in Power Query Editor.
  • Create your Data Model for your Sales, Customer and Inventory analytics
  • Use DAX functions to create measures for various calculations
  • Create Visualisations for insights on Sales, Customers and Inventory
  • Apply Time Intelligence to make reports dynamic


  • Delegates need to have Power BI Desktop application installed onto their machines - the app is free to download and activate (instructions will be emailed before the training commences)
  • Resource files for the training will be sent to delegates prior to training
  • Delegates are advise to use two monitors during the training session - one to view what the instructor is doing and the other to follow the instructions on their own

Please note:

Minimum required delegates for each program is 8 and max we allow is 10.

The training program over 2 days of 4 hours each.

Duration: 8 hours

All training sessions are conducted via Zoom meetings. Each delegate will receive their Zoom registration details at least 2 days prior to the training event.

Instructor - Arno Wakfer CA, FMVA, CBCA

Career Experience

  • 5 yrs Commercial Finance
  • International Exp in South Africa & Australia
  • CFO at Top rated Business School in Africa (GIBS)
  • Led Finance teams at global giants like Dimension Data & Autodesk
  • General Management exp having managed two businesses in Australia

2 Years Experience in Power BI (DA-100 Exam Microsoft Certification in progress)

Qualification and Education

  • Chartered Accountant with CA ANZ
  • Certified Financial Modeller and Valuation Analyst with CFI
  • Certified Banking and Credit Analyst with CFI

All paid delegates will be added to Educatio's mailing list.

We look forward to welcoming you on this live training session.