An introduction to Power BI


An introduction to Power BI


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Power BI service is a secure Microsoft hosted cloud service that lets users view dashboards, reports, and Power BI apps, a type of content that combines related dashboards and reports.

Join this live workshop to hear from Simon Jeffery, Head of Insights + Modelling at Theta Global Advisors LLP. Simon, a business analytics and modelling expert, will present an Introduction to Microsoft’s data visualisation tool, Power BI.

Learning outcomes

  • Why data visualization tools like Power BI are relevant in today’s business world
  • How to get started using Power BI
  • How to build your first simple Power BI dashboard
Full description

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Professional development

All learning resources available in the CGMA Store qualify for CPD for CIMA members.

Access:This is a live event. You will receive information about the location, materials, and attendance after purchasing.

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Programme outline

As Finance Professionals, data is your power, so how can you utilise this data to give you more insightful data?

During this workshop, Simon will introduce to you Microsoft’s Power BI data visualisation tool. He will explain to you what Power BI is all about and will show you how to get started in Power BI – building your first dashboard.

In this workshop, you will learn:

  • Why data visualisation tools like Power BI are relevant today
  • What is Microsoft’s Power BI?
  • How to get started using Power BI
  • How to build your first simple Power BI dashboard
  • Next steps – how to take your Power BI journey forward

Agenda 19:00 Arrival and refreshments 19:30 Presentation starts 21:00 Presentation ends

Speaker biography

Simon Jeffery, Associate Director – Insights + Modelling, Theta Global Advisors LLP

Simon is CIMA-qualified and has worked for over 30 years in commerce, specializing in data management, business analytics and Excel modelling. He currently works for Theta Global Advisors LLP, heading up the Insights + Modelling team. He enjoys working with a variety of clients and stakeholders, creating innovative solutions across the whole organisation including finance, marketing and operations.

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