• Build impactful reports using data modelling and visualisation tools
• Transform and clean data efficiently with Power Query
• Communicate insights clearly through compelling visualisations
• Collaborate effectively by sharing and managing reports
Lance Rubin
Lance has extensive financial modelling experience, having worked at two of the Big 4 firms, Investec Bank, and National Australia Bank. He is the founder of Model Citizn, helping businesses and governments improve decision-making by managing cash flow and optimising Excel and Power BI environments. Lance has led workshops on data analytics and visualisation across Australia and New Zealand for ACCA and CA ANZ. He is also the Chief Excel Officer at EXL Cloud, a software solution for automating cash flow and financial models. Lance is a global expert in Power BI for finance and has spoken at the Global Power BI Summit.
Finance & Data Expert and Trainer
Model Citizn
Introduction to Power BI Fundamentals
- Understand the key components of Power BI report development
- Review and analyse data using Power BI
- Develop strategies to explain the goals and purpose of data visualisation
The Importance of Data Literacy in Adopting Power BI
- Understand how to create a data culture
- Explore the adoption roadmap for business intelligence
- Identify the data literacy skills and artefacts required to demonstrate capability
Data Storytelling and Influencing Using Power BI
- Structure a compelling data narrative
- Understand the principles for visually presenting data
- Create effective visualisations for simple and complex cases
Shaping Data Using Power Query to Extract, Transform, and Load (ETL)
- Hands-on practice to extract, clean, and transform data
- Develop skills in managing key data dimensions
- Explore M Script to customise transformation and queries
Lance Rubin Finance & Data Expert and Trainer Model Citizn
Data Model Development and Building Relationships
- Develop a complete data model using star schema design
- Build relationships for easy slicing and dicing of data
- Use tools to ensure all key relationships exist prior to build
Introducing Relationships and DAX
- Learn DAX formula language and filter contexts
- Calculate measures to answer specific questions
- Develop grouping, segmenting, and editing DAX expressions
Creating Reports and Data Visualisation Part 1 - Basics of Navigation and Formatting
- Create dashboards and page navigation
- Understand reporting page structure and user experience
- Customise reports using buttons, colours, and other design features
Report and Data Visualisation Part 2 - Advanced Visuals
- Use tooltips to increase information density in visualisations
- Identify ways to measure the of Power BI adoption
- Explore third-party extensions and AI visuals
- Please note this is an advanced Excel course. Attendees should have strong Excel skills, competency with functions such as V-Lookup and pivot tables, or experience with other reporting tools
Lance Rubin Finance & Data Expert and Trainer Model Citizn
Rapid Action
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Early Bird
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Join us online, from the comfort of your home or office.
17th - 19th, November 2025
Sydney, AU
November 18th, 2025
Online
26th - 27th, November 2025
Online
December 1st, 2025
Canberra, AU
2nd - 4th, December 2025
Online
19th - 21st, January 2026
Online
