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Microsoft® Power BI® Intermediate: From Data Modeling to Interactive Dashboards

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Course Description:

This intermediate-level course takes Power BI users beyond the basics and into the world of scalable, professional-grade reporting. Participants will gain hands-on experience in modeling complex datasets, transforming queries for clean analysis, and building dashboards that tell compelling, data-driven stories. Key topics include designing star schemas, creating DAX measures with variables, developing drillthrough and dynamic visuals, and publishing reports with secure data access. By the end of the course, users will have the skills to deliver powerful, interactive reports that support enterprise-level decision-making and performance tracking.

Course Objectives:

By the end of this course, participants will be able to:

  • Build and manage star schema models for efficient data analysis

  • Apply advanced Power Query transformations including merging, appending, and grouping data

  • Create dynamic, interactive visuals and custom tooltips

  • Develop professional DAX measures using variables and logic

  • Implement drillthrough reports and page navigation features

  • Apply Row-Level Security (RLS) and publish reports to Power BI Service

  • Set alerts and goals within dashboards for real-time monitoring

Course Highlights:

  • Designing efficient Power BI workspaces and themes

  • Connecting live data from APIs and web sources

  • Using Power Query for merge, append, and group operations

  • Building star schemas and custom date tables

  • Writing advanced DAX with variables for calculations and logic

  • Creating dynamic visuals, custom tooltips, and responsive dashboards

  • Implementing drillthrough pages and back buttons for interactivity

  • Publishing to Power BI Service with Row-Level Security

  • Setting alerts and tracking business KPIs using dashboards and goals

 

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ksiadminMay 08Comments Disabled

Risk Management Professional (PMI-RMP®) Boot Camp

Unlike the PMP® Certification Prep course which is primarily designed to help candidates pass the exam, this class is also for project managers who want a comprehensive course covering all aspects of Risk Management. Participants are not required to register for the exam to attend this course. With your advanced skills in risk management, you perform a specialized function attuned to the needs of a project environment that is increasingly global, virtual and complex. The PMI Risk Management Professional (PMI-RMP)® highlights your ability to identify and assess project risks, mitigate threats and capitalize on opportunities. Gain and Maintain Your PMI-RMP

  • The certification exam has 170 multiple-choice questions and you have 3.5 hours to complete it.
  • To maintain your PMI-RMP, you must earn 30 professional development units (PDUs) in risk management topics every three years.

Prerequisites to Sit for the Exam:

  • Secondary degree (high school diploma, associate’s degree, or the global equivalent).
  • 4,500 hours of project risk management experience.
  • 40 hours of project risk management education.

Prerequisites to Sit for the Exam:

  • Four-year degree (bachelor’s degree or the global equivalent).
  • 3,000 hours of project risk management experience.
  • 30 hours of project risk management education.
Course Overview:

Prepare for the PMI® Risk Management Professional certification exam (PMI-RMP®) through this four day, instructor led course. This course offers an in-depth look at risk management through a PMI® perspective, and is delivered in a combination of lecture and hands-on learning format. In this course, you will receive a comprehensive introduction to project risk and cover the five primary exam objectives:

  • Risk Strategy and Planning.
  • Stakeholder Engagement.
  • Risk Process Facilitation.
  • Risk Monitoring and Reporting.
  • Perform Specialized Risk Analysis.
Prerequisites:

Familiarity with project management concepts and working experience with project management are required. Those who have earned the PMP® credential are at a specific advantage for earning their PMI-RMP®; however, being a PMP® is not a prerequisite for attending. Working knowledge of office productivity tools is desirable but not essential. Experience with a specific project management software tool is not required. Target Student: This course will benefit anyone interested in learning the fundamentals of managing risk, and will focus on those preparing for PMI’s® certification exam and obtaining the PMI-RMP® credential. The final day will end with a full length practice exam and question review.

Course Materials Included:

  • PMI-RMP® Exam Prep Course Book.
  • 30-day class follow up access to OnlineSkillBuilder.com (practice questions, flashcards, forum).

Lesson 1: PMI-RMP® Credential Overview The Project Management Institute Credential Overview Individual Assessment

Lesson 2: Introduction to Project Risk What is Risk? Classifying Risk Project Environment Approach to Risk Management Project Risk Management Knowledge Area

Lesson 3: Risk Management Plan Risk Management Plan Contents Generate the Risk Management Plan

Lesson 4: Risk Register Risk Register Contents Risk Register Update Cycle Risk Register Resources Managing the Risk Register

Lesson 5: Building a Communication Foundation Risk Communication Communication Basics Communication Types Communication Methods Communication Channels Communication Theories Communications Management Plan

Lesson 6: General Management & Leadership Skills General Management Skills Interpersonal Skills Leadership Styles Conflict Management Management Theories

Lesson 7: Stakeholder Management Communicating with Stakeholders Stakeholder Needs Stakeholder Risk Tolerance Stakeholder Communication

Lesson 8: Gathering and Identifying Risks Gathering Project Risks Identify Risks: T & T

Lesson 9: Perform Qualitative Risk Analysis Risk Analysis Overview Part 1 Perform Qualitative Risk Analysis: T & T Documenting Trends Perform Qualitative Risk Analysis: Output

Lesson 10: Perform Quantitative Risk Analysis Risk Analysis Overview Part 2 Perform Quantitative Risk Analysis: T & T Documenting Trends Perform Quantitative Risk Analysis: Output

Lesson 11: Building and Implementing a Risk Response Plan Risk Response Overview Plan Risk Responses Risk Response Strategies Plan Risk Responses: Outputs

Lesson 12: Monitor and Control Risk Monitoring Risks Monitor and Control Risks: Inputs Monitor and Control Risks: T&T Workarounds Monitor and Control Risks: Outputs

Details

Start:
April 28 @ 8:30 am
End:
May 1 @ 4:30 pm
Cost:
$1,995.00
Event Categories:
, 

Venue

Virtual Live
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ksiadminFeb 19Comments Disabled

The Path to PMI-RMP® Certification Free Webinar

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The Path to PMI-RMP® Certification Free Webinar

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The Risk Management Professional (RMP) certification, offered by the Project Management Institute (PMI), is highly desirable for several reasons. It demonstrates expertise in identifying, assessing, and mitigating risks, which is critical for project success.  Join us for this free webinar to review the journey to obtaining the PMI-RMP credential.  Learn the requirements to sit for the exam, how the exam is administered, how to study for the exam, how to know you are ready to take the exam, and lots more!
Below are just a few reasons a project manager may want to earn this highly desirable credential:

Demand for Risk Management Expertise

  • Organizations face increasing uncertainty due to market volatility, technological changes, and global events.
  • Effective risk management minimizes potential negative impacts and maximizes opportunities, making certified professionals invaluable to employers.

Specialized Knowledge and Skills

  • The RMP certification signifies advanced knowledge in risk management processes, tools, and strategies.
  • Certified professionals are skilled at identifying, analyzing, and responding to risks in a proactive and structured manner.

 Improved Career Opportunities

  • The RMP sets candidates apart in competitive job markets, particularly for roles in project management, operations, and strategic planning.
  • Many organizations prioritize hiring or promoting individuals with specialized certifications to strengthen their risk management capabilities.

Global Recognition

  • PMI certifications are internationally recognized, making the RMP valuable for professionals seeking global opportunities.
  • It validates adherence to global risk management standards and best practices.

Enhanced Project Success

  • Risk management is a critical factor in ensuring projects are completed on time, within scope, and within budget.
  • Employers value RMP-certified professionals for their ability to identify and mitigate risks early, increasing the likelihood of successful project outcomes.

Professional Growth

  • Preparing for the RMP exam deepens knowledge and strengthens practical skills in risk management.
  • Certification holders often experience increased confidence in handling complex projects and navigating uncertainties.

Higher Earning Potential

  • Certifications like the RMP often lead to higher salaries. Employers are willing to pay a premium for professionals who can safeguard projects and resources from risks.

Alignment with Organizational Goals

  • Organizations are increasingly focused on governance, risk, and compliance (GRC). An RMP-certified professional helps align risk management with organizational objectives.

Complement to Other Certifications

  • The RMP pairs well with other credentials, such as the Project Management Professional (PMP), making individuals more versatile and effective in their roles.
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ksiadminJan 24Comments Disabled

Microsoft® Excel VBA Level 2: Branching, Looping & Custom Functions and Forms

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Microsoft® Excel VBA Level 2: Branching, Looping & Custom Functions and Forms will explore the programming capabilities of conditional branch constructs as well as repetitive looping structures. The builds will be cumulative, beginning with the core basics and expanding to include interactive message boxes to control program flow. In addition, basic error-trapping techniques will be featured.

Objective:  During the first part of this course the user will coordinate constructive code blocks that will run coherent loops controlled by conditional statements. They will also use the IF…Then…Else construct to control flow processes featuring conditional branches. Additionally, global methods for trapping program errors will be used.

  • Program Looping
    1. Creating an exit condition
    2. Using the Do Until…Loop construct
    3. Quitting a faulty loop
  • Controlling Program Flow
    1. Writing an IF…Then…Else statement
    2. Adding additional conditional branches
      1. The ElseIf statement
    3. Using interactive message boxes
  • Error Trapping
    1. The On Error statement
    2. Creating an error subroutine

This second part of the course will expose the user with the construction of custom Visual Basic functions which can be used either in programming code or spreadsheet formulas. This course will also demonstrate how to create custom dialog forms for gathering data input and returning values into the spreadsheet.

Objective:  Create functions for computing values that can be used in programming procedures or in spreadsheet operations. In addition, the user will create custom forms featuring a variety of ActiveX controls designed to return input values into spreadsheet cells.

    • Creating Custom Functions
      1. Function procedures
        1. Function arguments
        2. Using the Immediate Window for testing
        3. Working with Array Variables
        4. Writing a Select Case statement
      2. Using functions in code structures
      3. Using functions in spreadsheet formulas
    • Creating Custom Dialog Forms
      1. Exploring ActiveX controls
        1. Text boxes
        2. Combo boxes
        3. Option groups
        4. Spin buttons
        5. Command buttons

IMPORTANT INFORMATION ABOUT PARTICIPATION:  As part of our sponsorship with NASBA, we have agreed to provide at least three (3) instances of engagement per CPE hour (50 minutes).  These may come in the form of open-ended questions, hand-raising, polling, and other techniques.  You MUST answer or respond to all three opportunities to engage in order to receive credit for that CPE hour.   Knowledge Source Inc. retains these responses after all CPE classes for audit purposes.

Knowledge Source Inc. is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: www.nasbaregistry.org.

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ksiadminApr 26Comments Disabled

Microsoft® Excel VBA Level I: Macros, Constants and Variables

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Microsoft® Excel VBA Level I: Macros, Constants and Variables is divided in two parts.  Part 1 will demonstrate to the user how to effectively coordinate macros along with exposing them to the basic foundations of Visual Basic programming. The macro recorder will be used to create the base code that will be edited using coherent VB fundamentals.

Objective: Upon completion of this course the user will be able to create a blueprint for developing a macro project by applying the principles outlined. They will also discover various ways to execute macro programs such as using keystrokes and toolbar icons.

  • Exploring Macros
    1. Macro security
    2. Construction
    3. Naming
  • Using the Macro Recorder
  • Exploring Visual Basic code
    1. The VB Editor
    2. Editor options
    3. Modularized programming
  • Nesting procedure code
  • Macro execution
    1. Keyboard shortcuts
    2. Quick Access Toolbar button
    3. Auto_Open and Auto_Close
  • Macro distribution
    1. Saving as a .bas file
  • Exporting and importing

Microsoft® Excel VBA: Variables and Constants will delve deeper into the core components of the Visual Basic language. The internal framework of code structure will be discussed, including objects, properties, and methods. The user will also be exposed to variable and constant declaration as well as the scope and lifetime of those variables. This course will also cover blanket methods for trapping program errors.

Objective: Upon completion of this course the user will effectively construct code blocks where explicit variables will be used to control user input values as well as define and use constant values in VBA procedures. Basic error-trapping techniques will also be explored.

  • Structuring VBA code
    1. Objects, Properties, and Methods
      1. The Offset Property
      2. Using Command buttons
  • Declaring Variables
    1. Data Types
    2. The DIM statement
    3. Scope and Lifetime
    4. Public and Private Modules
  • Declaring Constants
  • The InputBox function
    1. Returning variable values to a spreadsheet
  • Error Trapping
    1. The On Error statement
    2. Creating an error subroutine

IMPORTANT INFORMATION ABOUT PARTICIPATION:  As part of our sponsorship with NASBA, we have agreed to provide at least three (3) instances of engagement per CPE hour (50 minutes).  These may come in the form of open-ended questions, hand-raising, polling, and other techniques.  You MUST answer or respond to all three opportunities to engage in order to receive credit for that CPE hour.   Knowledge Source Inc. retains these responses after all CPE classes for audit purposes.

Knowledge Source Inc. is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: www.nasbaregistry.org.

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ksiadminApr 23Comments Disabled

Microsoft® Excel Basic Formulas and Charts

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Microsoft® Excel Basic Formulas and Charts

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The Basic Formulas portion of the class will acquaint the user with an overview of Excel formulas where cell addresses are featured for effective formula copying. Relative vs. absolute referencing is discussed and demonstrated as well as exposure to general formula functions such as SUM, AVERAGE, MAX, MIN, and COUNT. The user will also be shown various Date functions such as TODAY, NOW, MONTH, YEAR, and DAY.

Objective: Upon completion of this course the novice Excel user will be able to complete spreadsheets by using a variety of formulas featuring basic computation along with using built-in Excel Functions.

  • Copying formulas using the Fill Handle
  • Relative vs. Absolute References
  • Using AUTOSUM
  • Basic Functions
    1. AVERAGE
    2. MAX
    3. MIN
    4. COUNT
    5. Date Functions
      1. TODAY & NOW
      2. MONTH, YEAR, and DAY
      3. The DATE Function
  • Conditional Formatting

Microsoft® Excel Charts portion of the class will demonstrate to the Excel user how to create effective charts off of spreadsheet data. A discussion of chart basics will be featured along with the creation of column charts, pie charts, three-dimensional charts, and a variety of chart formatting techniques. The user will also be exposed to more advanced charting such as secondary axis charts, combination charts, the Pie of Pie chart, and adding a trendline.

  • Chart basics
    1. Common do’s and don’ts
    2. Exploring the data source
    3. Switching row and column data
  • Column charts
    1. Two-dimensional charts
    2. Three-dimensional charts
  • Chart Formatting
    1. Color fills and lines
    2. Axis editing
    3. Data points and labeling
  • Pie charts
    1. Adding data labels
    2. Rotating 3D charts
    3. Exploding slices
  • Advanced Charts
    1. Secondary Axis
    2. Combination charts
    3. Pie of Pie charts
  • Adding a Trendline

IMPORTANT INFORMATION ABOUT PARTICIPATION:  As part of our sponsorship with NASBA, we have agreed to provide at least three (3) instances of engagement per CPE hour (50 minutes).  These may come in the form of open-ended questions, hand-raising, polling, and other techniques.  You MUST answer or respond to all three opportunities to engage in order to receive credit for that CPE hour.   Knowledge Source Inc. retains these responses after all CPE classes for audit purposes.

Knowledge Source Inc. is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: www.nasbaregistry.org.

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ksiadminApr 17Comments Disabled

Microsoft® Excel Basic Formulas Demo

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Recurring

Project Management Professional (PMP®) Exam Prep Virtual Course – M/W/F, 12:00 p.m. – 4:30 p.m.

Virtual Live

PMI’s Project Management Professional (PMP)® credential is the most important industry-recognized certification for project managers. Globally recognized and demanded, the PMP® demonstrates that you have the experience, education and competency to lead and direct projects.

This recognition is seen through increased marketability to employers and higher salary; according to the PMI Project Management Salary Survey–Eighth Edition, certification positively impacts project manager salaries.

Book Now $1,795.00

Microsoft® Power BI® Data Analytics Introduction

Virtual Live

Course Description: This course involves the creation of exploration, analysis, and reporting of data insights and trends using the Microsoft Power BI® software. Power BI was built to connect to […]

Book Now $249.00

Microsoft® Power BI® Data Analytics Introduction

Virtual Live

Course Description: This course involves the creation of exploration, analysis, and reporting of data insights and trends using the Microsoft Power BI® software. Power BI was built to connect to […]

Book Now $249.00

The Basic Formulas class will acquaint the user with an overview of Excel formulas where cell addresses are featured for effective formula copying. Relative vs. absolute referencing is discussed and demonstrated as well as exposure to general formula functions such as SUM, AVERAGE, MAX, MIN, and COUNT. The user will also be shown various Date functions such as TODAY, NOW, MONTH, YEAR, and DAY.

Objective: Upon completion of this course the novice Excel user will be able to complete spreadsheets by using a variety of formulas featuring basic computation along with using built-in Excel Functions.

  • Copying formulas using the Fill Handle
  • Relative vs. Absolute References
  • Using AUTOSUM
  • Basic Functions
    1. AVERAGE
    2. MAX
    3. MIN
    4. COUNT
    5. Date Functions
      1. TODAY & NOW
      2. MONTH, YEAR, and DAY
      3. The DATE Function
  • Conditional Formatting

IMPORTANT INFORMATION ABOUT PARTICIPATION:  As part of our sponsorship with NASBA, we have agreed to provide at least three (3) instances of engagement per CPE hour (50 minutes).  These may come in the form of open-ended questions, hand-raising, polling, and other techniques.  You MUST answer or respond to all three opportunities to engage in order to receive credit for that CPE hour.   Knowledge Source Inc. retains these responses after all CPE classes for audit purposes.

Knowledge Source Inc. is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: www.nasbaregistry.org.

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ksiadminAug 17Comments Disabled

Microsoft® Power BI for the Desktop User: Part 2

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Microsoft® Power BI: Part 2 is designed to provide proficiency in modifying charts and graphs along with creating advanced formulas and functions. The Power BI program will involve the connection to external data sources, working with data relationships, creating calculations, and developing visualizations for analytical review.

Objective: Upon successful completion of this course the user will be able to navigate the Power BI interface to create effective data visualizations and reports.

LESSON 1: ANALYZING DATA WITH VISUALIZATIONS

  • CREATING VISUALIZATIONS
    • Clustered Column Chart
      1. Using Data Labels
    • Pie Charts
  • USING MULTIPLE PAGES
    • Stacked Bar Chart
    • Line and Clustered Column
    • Creating a Gauge Visualization
    • Creating a Matrix
    • Creating Maps
      1. Bubble Maps
      2. Filled Maps
    • WORKING WITH CUSTOM TOOLTIPS

LESSON 2: WORKING WITH CALCULATED FIELDS AND MEASURES

  • CREATING CALCULATIONS
    • Calculated Columns
    • Using DAX Functions
    • Creating Formulas using Concatenation
    • Creating Measures
    • Conditional Formulas

LESSON 3: CREATING HIERARCHIES AND FILTERING DATA

  • CREATING HIERARCHIES
    • Drilling down data
  • FILTERING DATA
    • Visual Level Filters
      1. Basic Filtering
      2. Top N
      3. Advanced Filtering
    • Page Filters
      1. Filters on This Page
      2. Filters on All Pages
    • Creating Slicers
    • Using Drillthrough Reporting

IMPORTANT INFORMATION ABOUT PARTICIPATION:  As part of our sponsorship with NASBA, we have agreed to provide at least three (3) instances of engagement per CPE hour (50 minutes).  These may come in the form of open-ended questions, hand-raising, polling, and other techniques.  You MUST answer or respond to all three opportunities to engage in order to receive credit for that CPE hour.   Knowledge Source Inc. retains these responses after all CPE classes for audit purposes.

Knowledge Source Inc. is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: www.nasbaregistry.org.

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ksiadminMay 07Comments Disabled