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2-Day Mastering Excel & Power BI for Building Analytical Reports and Interactive Dashboards
This course equips participants with the practical skills to build professional-level analytical reports and dashboards using Microsoft Excel and Power BI. Participants will learn how to extract, transform, and visualize data to drive meaningful business decisions.
Course Pre-Requisites
Participants should have basic computer skills and a working knowledge of simple Excel usage. No prior Power BI experience is required.
Setup Requirements
Participants must bring a wifi-enabled laptop (Windows only, no Macbooks) with Excel 365 / 2019 / 2021 and Power BI Desktop (free) installed
Course Pre-Requisites
Participants should have basic computer skills and a working knowledge of simple Excel usage. No prior Power BI experience is required.
Setup Requirements
Participants must bring a wifi-enabled laptop (Windows only, no Macbooks) with Excel 365 / 2019 / 2021 and Power BI Desktop (free) installed
Objective
By the end of the workshop, you will be able to:
- Identify key data sources and connect them to Excel and Power BI.
- Apply Power Query and DAX to manipulate and analyse data.
- Design dynamic dashboards with slicers, charts, and KPIs.
- Present findings through interactive visuals that tell a story.
Outline
- Introduction to Business Intelligence Concepts
- Data Collection and Integration in Excel and Power BI
- Using Power Query for Data Cleaning and Transformation
- Data Modelling and Introduction to DAX
- Visualisation Principles for Impactful Dashboards
- Creating Interactive Reports in Power BI
- Excel PivotTables, Pivot Charts, and Dashboards
- Publishing and Sharing Dashboards on Power BI Service
Who should attend
- Senior executives
- Business analysts
- Sales, finance, and operations professionals
- Anyone who works with business data regularly
Methodology
- Hands-on practical with real-world datasets.
- Instructor-led demonstrations and guided exercises.
- Group-based problem solving and case studies.
Testimonials
Bernard Peh demonstrated strong knowledge of the subject and explained complex concepts in a clear, accessible manner. He encouraged participation, responded thoughtfully to questions, and shared practical perspectives from real business scenarios, which made the session engaging and relevant.
Bernard selected apps that are user friendly and easy for trainees to try use which greatly enable learning and continued adoption
Bernard is a committed and knowledgeable trainer
A valuable learning experience for me & allow me apply it in work.
Session well organised and easy to follow .
Bernard was knowledgeable and explained contented clearly with practical examples.
The session was effective and overall.
Bernard is friendly and able to draw attention from the participants.
Bernard was knowledgeable and engaging. He customised the course to meet the needs of our group.
The workshop was well-structured with a good mix of concepts, real-world examples, and discussion. The materials were clear and useful, and the hands-on elements helped reinforce learning rather than being purely theoretical.
Bernard selected apps that are user friendly and easy for trainees to try use which greatly enable learning and continued adoption
Bernard is a committed and knowledgeable trainer
A valuable learning experience for me & allow me apply it in work.
Session well organised and easy to follow .
Bernard was knowledgeable and explained contented clearly with practical examples.
The session was effective and overall.
Bernard is friendly and able to draw attention from the participants.
Bernard was knowledgeable and engaging. He customised the course to meet the needs of our group.
The workshop was well-structured with a good mix of concepts, real-world examples, and discussion. The materials were clear and useful, and the hands-on elements helped reinforce learning rather than being purely theoretical.
Profile of Bernard Peh
Principal Trainer | ACLP Certified | Data & AI Scientist | Finance & Investment Expert | Senior Fund Manager
Bernard Peh is an accomplished professional trainer and industry expert with over 25 years of experience at the intersection of Data Science and Financial Investments. As an ACLP-certified trainer, Bernard has designed and conducted numerous training programmes across eight major Accredited Training Organizations (ATOs) in Singapore, impacting the professional development of over 1,500 learners since 2018.
He is also a sought-after keynote speaker and published author in the fields of Data Science and Investment Strategy. Bernard brings deep industry insights, having held director-level positions in four leading financial advisory firms over 15 years. Currently, he serves as Senior Partner at BigDataVC, where he co-leads investment initiatives powered by advanced analytics and AI technologies.
Key Career Highlights
ACLP-Certified Trainer: Developed and delivered WSQ-aligned training courses for 8 leading ATOs in Singapore, mentoring over 1,000 professionals.
Keynote Speaker & Author: Recognized thought leader in Data Science and Financial Investments.
25 Years in Data Science: Proven track record of applying data analytics to drive strategic decisions and business outcomes.
25 Years in Financial Advisory & Investment: Former Director at 4 prominent financial advisory firms in Singapore.
Senior Partner at BigDataVC: Leading a data-driven investment firm focused on using AI and predictive analytics for superior market insights.
Technical Expertise
• Python
• AI
• Microsoft Power BI
• C / C++ / MS Excel / SQL
• Data Science, Analytics/Visualization
• Leadership, Financial, Investment & Speculations Advisory
• Hedge Fund Management & Advisor
