Advanced Power BI

This course takes a deep dive into advanced level Power BI skills, covering lesser known but more advanced skills from the Power BI set of features. This course is a continuation of the "Introduction to Power BI" class or the following knowledge is recommended prior to taking this course: how to connect to data, how to build basic data models, basic PowerBI visualizations, and basic DAX knowledge.

Desired Outcomes:

Create more sophisticated calculations and metrics using advanced DAX functionality

  • Improve the end user experience with various interactive reporting tools
  • Efficiently publish and deploy PowerBI reports across an organization

Overview

  • Format: 4 live online sessions  (3.5 hours each) with a live instructor, held over one week
  • Total Time Commitment: 14 hours
  • Certificate: Certificate of Completion provided
  • Audience: Some experience in Power BI is expected. Foundational skills will not be covered in detail.
  • Mode: Virtual via Zoom 
  • Course Fee: $1,095

Dates & Times

  • Session 1: Monday, November 16, 2026
  • Session 2: Tuesday, November 17, 2026
  • Session 3: Wednesday, November 19, 2026
  • Session 4: Thursday, November 20, 2026

Instruction + Q&A  is 12:45 PM ET to 4:15 PM ET
No class on Wednesday.

Each sessions begins and ends with Q&A.

Learning Objectives

  • Understand the importance and value of BI solutions
  • Create automated reports to visualize key business metrics
  • Deploy reports to your company to drive decision making

Topics Covered

Sessions 1 & 2

  • Advanced Data Modeling with DAX
    • Running totals and moving averages
    • Filtered calculations and subtotals
    • Calculated tables
    • DAX variables
    • Advanced time intelligence functions
  • Data Transformations in the Query Editor
    • Removing duplicates
    • Identifying errors
    • Merging queries
    • Conditional logic
    • Normalization
  • Spatial Analysis
    • ArcGIS maps
  • Integrating R with Power BI

Sessions 3 & 4

  • Features for Interactive Reporting
    • Parameters and What-If Analysis
    • Action buttons
    • Bookmarks
    • Drill-through
    • Power BI analyze distribution
    • Report themes
    • Power BI templates
  • Deployment and Security
    • Power BI free vs premium
    • Creating apps and workspaces
    • Reports vs dashboards
    • Data gateways and scheduled refresh
    • Row-level security
    • Dataflows (preview feature) 

 

Additional Information

  • A good internet connection and dual screens are recommended to maximize the learning experience. 
  • Meeting invite, Zoom link and class materials will be sent to registered attendees approximately 3-5 days before the class.

A Certificate of Completion is provided with this course showing number of contact hours and field of study as "Information Technology" for continuing education purposes. This course provides 14 contact hours and is equivalent to 1.4 CEUs.

Instructors

Jack Johnson

Jack is a certified Change Management professional and senior management consultant at AMEND Consulting. With ten years of experience leading businesses through major change initiatives, Jack has developed a competency and reputation for helping companies solve their greatest challenges through process improvement and technology solutions.

Jack received his BBA in Finance and Entrepreneurship with a minor in Data Analytics from University of Cincinnati in 2017.

Katie Fields

Katie is the Associate Business Intelligence Practice Leader at AMEND Consulting. With a background in psychology and statistics, Katie prioritizes understanding individual and organizational needs and pairs it with advanced analytics to build insightful solutions that support decision-making. Katie has spent over six years creating business intelligence solutions, with majority of her time spent in Power BI and Tableau, and she frequently partners with data engineering professionals to design, develop, and deploy full technology and analytics programs for clients.

Katie received her BA in Psychology with a minor in Management from Miami University in 2015 and her MA in Industrial/Organizational Psychology from Middle Tennessee State University in 2017.

Kirran Magowan

Kirran is a Business Intelligence Consultant at AMEND Consulting. Kirran is a passionate consultant with a proven track record of uncovering actionable insights in finance and system operations to drive solutions for clients. With expertise in data analysis, visualization, and strategic decision-making, Kirran excels at transforming complex datasets into clear, impactful narratives that support organizational growth. Kirran brings a dynamic approach to teaching and mentoring future business intelligence leaders inside and outside of AMEND.

Kirran has a double BA in Finance and Information Systems along with a MS in Information Systems from the University of Cincinnati.

Greta Speidel

Greta is a consultant in AMEND's Business Intelligence Practice. She is a passionate problem-solver who helps turn complex data into clear, actionable insights. With a strong foundation in data analysis, visualization, and business strategy, she specializes in building impactful reporting solutions that support smarter decision-making. Greta believes that how insights are communicated and presented is just as critical as the insights themselves. She brings a thoughtful, user-focused approach to every project, and emphasizes training users on how to take advantage of these tools.

Greta holds a BSBA in Finance from The Ohio State University and has spent the past five years developing business intelligence tools in Power BI that drive growth, efficiency, and innovation.

Course Fee: $1,095

Please email Marilyn Kump or call 513-556-5710 with any questions.