Budgeting & Forecasting

Master a variety of budgeting & forecasting analysis in Power BI using best practice tips and techniques around formulas and visuals

An outline of this mini series module

This mini series module dives into various examples of budgeting and forecasting analysis in Power BI. This type of analysis is very common across many different industries and business functions. What's great about using Power BI for this type of development is that the formula patterns and techniques used are all the same, so there will be a huge amount that all Power BI users will be able to replicate into there own reports and environments.

Budgeting & Forecasting module can also be accessed with a purchase of an Enterprise DNA Membership

Details of what you will learn within this mini series module
  • Learn - how to setup Power BI models for budgeting & forecasting analysis
  • Master - complex data model techniques especially for when running budgeting analysis
  • Learn - many visualization techniques for this type of development work in Power BI
  • Understand - the many nuances of creating the appropriate DAX formulas
  • Learn - how to develop entire reporting solutions and models

What you get with this mini series module

  • Over 3 hours of video tutorials
  • Over 15 short form video tutorials covering best practice budgeting & forecasting techniques
  • An accompanying resource download for each video tutorial
  • Resources made available for review and to use when replicating the showcased techniques

Here are the specifics for this mini series module
Learn how to;
  • Master budgeting and forecasting analysis within Power BI
  • Solve a variety of budgeting related data scenarios
  • Work with and compare data of different granularity
  • Compare trends and results through time effectively
  • Create compelling visualizations that showcase deviations and outliers

For testimonials and to see how Enterprise DNA is helping thousands more Power BI users, check out the testimonial wall

For a list of all courses available through Enterprise DNA view here

Course Curriculum

  Budgeting & Forecasting
Available in days
days after you enroll

Your Instructor

Sam McKay, CFA
Sam McKay, CFA

Sam very early on saw the immense opportunity of using Power BI to create analytical solutions. After years of developing some advanced analysis and tools in excel, he was amazed that he could re-create most of those things in about 10% of the time with Power BI.

He is the founder and CEO at Enterprise DNA, a business intelligence training & consultancy business primarily focused on driving better decision making within organisations by empowering individuals and teams to transform raw data into unmatched insights using Microsoft's Power BI suite of tools.

Sam has a strong history in Finance, previously working at ANZ, PIMCO, and Fonterra. He is also a CFA charterholder, achieving the designation in 2011.

He has a passion for building highly scalable analytical solutions within organisations, and wants to see others learn how to do the same.

Frequently Asked Questions

Can you create an invoice for my company?
You will receive a receipt after purchase but if you need anything more then please make contact directly via - [email protected] and this can be arranged.
What currency is the price in?
All pricing is in USD for everything at Enterprise DNA Online.
Do you offer one off support or coaching?
All support around Power BI and Enterprise DNA's online training content now occurs at the Enterprise DNA Support Forum. You must have an Enterprise DNA Membership to receive support
Can I buy one license and share it with other people?
No it is strictly one license per user. This is monitored at Enterprise DNA.
What if I need to train more than 5 people?
Contact Enterprise DNA directly at [email protected]
How long do I have access to the course?
Lifetime access - We don't believe in anything other than that if you're willing to make the investment.
Do I get membership if I purchase this course individually?
No, you must purchase an Enterprise DNA Membership to receive all the additional benefits of having a membership pass

Passionate about empowering users of Power BI

"My goal is to teach others that you have almost unlimited analytical power when harnessing all the features in Power BI.

Through training across a number of different mediums, I've reached over 10,000 Power BI users, showing them a range of tips and tricks in Power BI development.

I'm a true believer that Power BI is the future of analysis and know individuals with the right training can now create advanced analytics in a scalable way that can have a real impact in the way insights are found and consumed within organisations."

Sam McKay, CFA - Founder & CEO, Enterprise DNA

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