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Training overview
Professional Course
19 hours
Power BI is must have skill for category managers and business analysts. If you analyze data for Walmart, Target, Amazon or any large retailer then you should be using Power BI.

Course description

Power BI

Discover Power BI's ability to aggregate disparate data for easy reporting, visualization and analysis. Learn about three critical process steps to create the final product – interactive reports and dashboards:

  • Data Shaping – retrieving/importing data from multiple sources, shaping and cleaning data for analyses
  • Data Modeling – adding measures and custom calculations to expand the analytical opportunities
  • Data Visualization – creating the reports, visualizations and dashboard tools for dynamic analysis

Delta’s Power BI course will bring the learner through all three process steps using real-life consumer packaged goods (CPG) data (IRI, Nielsen, NPD, SPINS, Retail Link, internal sources, etc.) and business scenarios that answer CPG-centric Business Management Questions™. By the end of the 18-hour program, the learner will be able to create dynamic and robust reports, templates and dashboards.

Training content

This is a structured curriculum with live instructor interactions. The course was designed with consultation from Mike Carlo, a Power BI Microsoft MVP and owner of No more wasting time trying to find the right YouTube video.

Data Shaping

  • Connect to various types of data sources like Excel, Text/CSV, Databases, and multiple files in a folder.
  • Clean up "messy" data with options like Trim, Split columns, Replace errors, etc.
  • Convert horizontal data (time across) to vertical data (or long data).
  • Merge columns and queries like Excel CONCATENATE and VLOOKUP.
  • Append multiple queries to create a single data source.

Data Modeling

  • Learn best practices for setting up a good data model.
  • Create relationships in data.
  • Introduce common DAX measures and replicate common formulas used in Excel.
  • Apply advanced DAX measures such as CALCULATE, ALL and FILTER to create measures such as: This Year %Mix, Last Year %Mix, Mix Point Change and Mix Value Change.
  • Create commonly used time intelligent measures from daily or weekly data: This Year and Last Year (Last 4 Weeks, Last 14, Last 52, and Year-to-Date).

Data Visualization

  • Add basic visual objects - Text, Images, Cards and Tables.
  • Incorporate basic chart visuals - column, bar and line charts.
  • Control various formats of values and settings within each object.
  • Create drill-down level reporting.
  • Develop multiple report pages for extensive business review.
  • Publish and share dashboards.

Course delivery details

This course consists of six 3-hour sessions + one hour of 1:1 personal consulting/coaching time.


$1,650 per person.

If you have a group of 8 or more, please contact the provider about discounted pricing and customization.

Why choose Delta Associates?

25+ years, 500+ clients in 50+ Countries

Over 5,000 certified analysts trained

Retail FMCG/CPG experts focusing on Category Management Analytics

About Delta Associates

Delta Associates

Delta Associates

25+ years, 500+ clients, 50+ countries – We teach retail professionals how to analyze sales and marketing data, find the key insights, and communicate them powerfully and clearly. Most organizations consider data a strategic asset - yet fail to build...

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Contact info

Delta Associates

111 Mountain Brook Drive
Suite 204
30115 Canton Georgia

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Average rating 5

Based on 2 reviews

Jim Waddill
This is a course that takes you to the next level in data analysis and insight visualization. The best part of the course was that we had an expert instructor, Sterling Woodard, who was passionate about making sure we left the training able to apply our learnings immediately using real customer data. He also made the time to help me improve ...
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Marshall Hubert
Sterling is a fantastic PowerBI trainer. This course was great for me and my team to understand the basics of PowerBI, Power Query, and Power Pivot. Many classes lack an emphasis on those latter two, but they play a large role in how you navigate and prepare data for PowerBI. Sterling also did a great job in tailoring the instruction towards app...
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