Course

Microsoft Power BI in Controlling («PBICGL»)

In this one-day controlling course, you will learn how to connect and transform various data sources with Power BI and then transfer them into a dynamic dashboard or standard reports, as well as how to assign roles and authorisations.
Vendor code

PBICGL

Duration 1 day
Price 990.–
Course documents Digital Digicomp courseware

Course facts

Key Learnings
  • Understanding the BI framework in the context of controlling
  • Creating your own simple reports and dashboards with Power BI
  • Getting to know the Power platform
  • Getting to know (an overview of) other automation techniques
Content

1 Classification in the Power Platform

2 The Power BI environment (desktop, cloud, mobile)

3 The BI framework with a focus on controlling

  • ETL: connecting, transforming and loading data
  • Data modelling: combining facts and dimensions
  • Visualisation: creating dynamic dashboards and reports, best practices

4 A complete controlling case

5 Roles and authorisations

6 Comparison with other automation technologies (Power Query, VBA, RPA, other BI tools)

Component of the following courses

Methodology & didactics

This course can be taken as either a one-day course or two half-day courses. Please refer to the timetable for more information.

Target audience
  • Specialists and managers from the fields of accounting, controlling and general management, who are responsible for controlling and business administration
  • Administrators who share responsibility for a company's financial matters
Requirements

This is not a beginner's course. You should have a good knowledge of Excel, especially formulas and functions. You must also have the desktop version of the Power BI app installed. A virtual learning environment can be provided free of charge.

The course builds on the knowledge of the following course:

    Advanced Techniques in Microsoft Excel («ME2»)

    2 days
    • Basel, Berne, Geneva, Lausanne, Virtual Training, Zürich
    CHF
    1'140.–

Download

Questions

Any questions?
First name
Last name
Company optional
Email
Phone
I would like to book this course as a company course
First name
Last name
Company
Email
Phone
Number of participants
Desired course location
Start date (DD.MM.YYYY)
End date (DD.MM.YYYY)

Choose your date

1
Sep
2025
Geneva
French
Timetable
Guaranteed to take place. Register now!
CHF 990.-
exkl. 8.1% Mwst.
Guaranteed to take place. Register now!
CHF 990.-
exkl. 8.1% Mwst.
17
Oct
2025
Lausanne
French
Timetable
CHF 990.-
exkl. 8.1% Mwst.
CHF 990.-
exkl. 8.1% Mwst.
31
Oct
2025
Virtual Training
German
Timetable
CHF 990.-
exkl. 8.1% Mwst.
CHF 990.-
exkl. 8.1% Mwst.
28
Nov
2025
Geneva
French
Timetable
CHF 990.-
exkl. 8.1% Mwst.
CHF 990.-
exkl. 8.1% Mwst.
Next date
1
Sep
2025
Geneva
French
Timetable
Guaranteed to take place. Register now!
CHF 990.-
exkl. 8.1% Mwst.
Guaranteed to take place. Register now!
CHF 990.-
exkl. 8.1% Mwst.

Further courses

Microsoft Power BI for Advanced Users («MPBI02»)

1 day
CHF
900.–