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Power BI – Deep Dive Sales Analytics and Visualisation

January 11, 2021 @ 9:00 am - 1:00 pm

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

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




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