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Finengy BI memos

Welcome to our Memos section! Looking for training in financial standards or technical tools? You've come to the right place.

We have developed practical memos to help you acquire the skills you need. Our Power BI consultants will be happy to answer any questions you may have.

With our training courses, you'll be able to master the most complex subjects in no time. So don't hesitate any longer and dive into our memos now!


Contents

Memo 1. Introduction to the Microsoft BI Suite (published)

Memo 2. BI workflow (ongoing)

Memo 3. Data Preparation – Power Query (published)

Memo 4. Building the Data Model (published)

Memo 5. Visual management in Power BI
              Level 1 - Introduction to visuals (published)
              Level 2 - Introduction to financial statements (published)
              Level 3 - Understanding filters and segments (published)
              Level 4 - Improved navigation (ongoing)
 
Memo 6. Publication formats in Power BI Desktop and Service (published)

Memo 7. Workflow management in Power BI Service (ongoing)

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Memo 1


Power BI introduction

Understand the power of Power BI.

What is BI? What does data analysis involve? How does Power BI work?

Memo 4

Data model

Learn how a data model works and the notion of relationships between tables.

Memo 5

Niv 3

Understanding filters and segments

Build an interface to explore the data using filters and segments.

Memo 2

Workflow in BI

Ongoing

Memo 5

Niv 1

Introduction to visuals

Learn how to create your first visuals.

The visuals make it easy to consult the data.

Memo 5

Niv 4

Improved navigation

Ongoing

Memo 3

Data preparation

Learn how to clean and transform your data

What is Power Query? How do you cleanse your data?

Memo 5

Niv 2

Drawing up financial statements

Draw up your first balance sheets and profit and loss accounts.

Financial statements require specific visual settings.

Memo 6

The publication formats under Power BI Service

Learn how to share your Power BI reports with others, in different formats (.xls, .pdf, .ppt

Memo 7

Workflow management in Power BI service

Ongoing

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