Data & Financial Analysis Training with Power Tools 

Unlock the full potential of your data with industry-ready Excel and Power BI training programs designed for finance and business professionals. Our courses equip you with powerful analytical, visualization, and decision-making skills that are essential in today’s data-driven world.

Why Choose Our Power BI & Excel Training Programs

In today’s competitive market, data literacy is not optional -  it’s essential. Our training blends practical tools with real-world financial applications, giving you the ability to:

• Turn raw data into meaningful insights

• Build advanced reports and dashboards

• Support strategic business decisions with confidence

Our programs are designed for professionals at all levels - from beginners to advanced users - and focus on hands-on learning with real case studies.

Courses We Offer 

1. Data Analysis in Power Excel

Who Should Attend

• CFOs & Finance Directors

• Accounting Professionals

• Financial Controllers & Analysts

• Data Analysts & Business Intelligence Specialists

• Anyone who wants to master advanced financial reporting techniques in Power BI

Course Highlights

Participants will learn key Power BI skills and advanced financial analytics techniques, including:

• Understanding Business Intelligence and Power BI fundamentals

• Connecting and transforming data from multiple sources 

• Data modelling and relationships for finance applications 

• Creating advanced dashboards and visualizations for financial performance 

• DAX formulas and time-intelligence for finance calculations 

• Publishing and sharing reports securely in Power BI Service 

• Insights storytelling with financial dashboards 

• Practical financial dashboards -  CFO dashboard, dynamic statements, ratios, budgeting and more

What You Will Get With Each Program 

• Live interactive sessions 

• Case studies and practice files 

• Recorded class access 

• Comprehensive training material 

• E-Certificate on completion

These features ensure that you not only learn the content, but can also apply it in real workplace scenarios.

Ready to Transform Your Skills 

Whether you’re looking to boost performance, speed up financial reporting, or move into a senior analytics role, our training programs give you the tools and confidence you need.

Register now and take the first step toward mastering data and financial analytics!

He has had more than 300 article published on subjects ranging from beginner to advanced macros, and on tips, shortcuts, and general techniques using virtually all aspects of Excel. Mr. Umlas was voted an “MVP” (Most Valuable Professional) by Microsoft each year from 1994-2018 (25 years!) for his contributions to the various online Forums about Excel and is known world-wide for his contributions in Excel. As an MVP, he met yearly with his fellow-MVPs at Microsoft’s headquarters in Redmond, where he had access to the product developers. 

He has been a beta tester for new versions of Excel since version 1.5, and was asked by Microsoft for his input for newer versions of Excel. In 1995 he led a session called "Maximizing Excel Development Using Array Formulas" at Microsoft's Tech Ed Conference in New Orleans, and he led a session called Tips and Tricks at a Microsoft convention in New York City. He has also led two Excel sessions (Array Formulas, Tips & Tricks) at the Advisor's Developer Conference in San Francisco in February 1998. He has led 5 sessions at an Excel User Conference in Atlantic City on Tips & Tricks, Array formulas, VBA, Formulas, and Userforms. He has led at about 7-8 of these user conferences since 2005. He is also the author of “This isn’t Excel, it’s Magic!”  Another book, “Excel Outside the Box” is for the very advanced Excel user. Another book, “More Excel Outside the Box”. One more, “Cool Excel Sh*t” is more tips & tricks. Lastly, published for Kindle, is “Excel Preschool: Finally Understanding what Excel is all About” – a book for the very beginner.

He has co-authored several chapters in many books on Excel and has done the technical editing for 4 books for Excel 2019, as well as about 12 books for prior versions of Excel and 4 books for Office 365’s Excel. 

                          Books Written by Bob Umlas