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 resultsEnroll in Course
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
- 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
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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
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