Power BI For Insurance Reporting

Discover how the insurance industry can leverage on Power BI's analytical and reporting capabilities to develop valuable insights that create actionable results

An outline of this training course

The insurance industry deals with enormous data derived from a large inventory of products and record of sales spread across different regions. This often causes inaccuracy of data which prevents the management from gaining valuable insights and creating actionable results.

In this course, Sam McKay will show how Power BI can be leveraged to process, analyze and transform data into compelling reports that will identify product and sales group performance, predict trends that affect claims, and determine products that need review.

Course Level: Intermediate

Participants of this module should have reporting and analytical skills. It is recommended to have completed the Ultimate Beginners Guide to Power BI and DAX modules. No other advance preparation is needed to take this course.

This course module is tailored to: Excel users, data analysts, reporting managers

Power BI For Insurance Reporting can also be accessed through a purchase of an Enterprise DNA Membership or Center of Excellence License.


Details of what you will learn during this course
  • Identify - the important metrics needed to create actionable results
  • Utilize - techniques to consolidate enormous data into one compelling report
  • Create - real-time reporting and analysis for timely business decisions

Testimonials
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

"Sam and EnterpriseDNA have taken my PowerBI to the next level. The courses are excellently well presented. Sam's extensive experience in building BI tools means the tutorials and webinars are always relevant and always hit the mark. Enterprise DNA is a 5* resource - I highly recommend."- David Nightingale, Johannesburg South Africa   "I came across Enterprise DNA through one of the free YouTube videos. After getting a lot of valuable info for free, I felt ready to dig deeper into PowerBi in general and DAX in particular, and the membership here certainly has given me good value for money therefore I highly recommend signing a membership." - Erik Jacobsen, Scandinavian   "I have been in the Analytics and Data Warehouse space for about 20 years and have been a serious advocate of Power BI from it’s inception. I am excited to become a member of this forum, having review as many of Sam’s vidoes as I could and have enefited significantly from his tutelage." - Brad - Canada

Your Instructor


Sam McKay
Sam McKay

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.


Course Curriculum


  Introduction
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  Insurance Reporting
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  Data Modeling
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  DAX Calculations
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  Your Feedback
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  Certification
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Frequently Asked Questions


How long do I have access to the course?
You will have access to the course for as long as your Enterprise DNA membership or CoE license is active.
Can I purchase a single course instead of the full Enterprise DNA membership?
The option to purchase a single course has been discontinued. To access any of our courses, you will need to upgrade to full membership here.
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 Forum. You must have an Enterprise DNA Membership or CoE access to receive support.
What if I need to train my team?
We recommend exploring Enterprise DNA Center of Excellence platform. To learn more, see here.

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 100,000 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

"Sam and Enterprise DNA have taken my Power BI to the next level. The courses are excellently well presented. Sam's extensive experience in building BI tools means the tutorials and webinars are always relevant and always hit the mark. Enterprise DNA is a 5* resource - I highly recommend."- David Nightingale, Johannesburg South Africa "I came across Enterprise DNA through one of the free YouTube videos. After getting a lot of valuable info for free, I felt ready to dig deeper into Power BI in general and DAX in particular, and the membership here certainly has given me good value for money therefore I highly recommend signing a membership." - Erik Jacobsen, Scandinavian "I have been in the Analytics and Data Warehouse space for about 20 years and have been a serious advocate of Power BI from it’s inception. I am excited to become a member of this forum, having review as many of Sam’s videos as I could and have benefited significantly from his tutelage." - Brad - Canada